Townsend Retirement Specialists

  • Financial Services
  • Westminster CO
  • 35 employees
  • Financial Services
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Company Overview

Headquarters
2761 West 120th Avenue, Ste 200, Westminster CO
Website
townsendretirement.com
Phone
(303) 452-5986
Employees
35
Founded in
1990
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Townsend Retirement Specialists

Townsend Retirement Specialists is a retirement planning and investment management firm based in Westminster, Colorado. The company employs 35 people and has been in operation since 1990. Townsend Retirement Specialists offers a comprehensive retirement experience that goes beyond traditional financial advising. They provide weekly market updates, free educational and social events, quarterly newsletters, and opportunities for community volunteer work. Their services are designed to help clients build relationships, set achievable retirement expectations, and prudently manage their wealth through active portfolio management. The company differentiates itself through its personalized client service, integrity, and extensive experience. The founder, who established the firm in 1990, has been a Certified Retirement Planning Counselor (CRPC®) since 1986, bringing over 30 years of expertise to the table. They are also recognized as a financial educator and author of three books on retirement planning. For inquiries, clients can contact Townsend Retirement Specialists by phone at 303.452.5986 or email at [email protected].

Company Leadership

Christopher Milne

Owner

Phone Email

Townsend Retirement Specialists Industry Tags

Comprehensive Retirement Planning
Wealth Management
In-Depth Portfolio Design
Investment Research
Estate Planning
Tax Reduction Strategies
Financial Education
401(k)/Pension Plan Consulting
401(k)/Pension Rollovers
401(k) Allocation Recommendations
Financial Services
Financial Advisory Services
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FAQ

What is the location of Townsend Retirement Specialists's headquarters?
The headquarters of Townsend Retirement Specialists are situated at 2761 West 120th Avenue, Ste 200, Westminster CO
What is Townsend Retirement Specialists's phone number?
Townsend Retirement Specialists's contact number is (303) 452-5986.
What is Townsend Retirement Specialists's official website?
The official website of Townsend Retirement Specialists can be found at townsendretirement.com.
What is Townsend Retirement Specialists's current revenue?
As of February 2015, Townsend Retirement Specialists's annual revenue reached $10B.
How many employees does Townsend Retirement Specialists currently have?
Townsend Retirement Specialists employs approximately 35+ people as of February 2015
Which industries is Townsend Retirement Specialists primarily operating in?
Townsend Retirement Specialists operates in the following industries: Finance, Credit
Who is the Owner of Townsend Retirement Specialists?
Townsend Retirement Specialists's Owner is Christopher Milne
What are Townsend Retirement Specialists's industry tags?
Townsend Retirement Specialists's industry tags include: Comprehensive Retirement Planning, Wealth Management, In-Depth Portfolio Design
When was Townsend Retirement Specialists founded?
Townsend Retirement Specialists was founded in 1990.

Employee Directory

Key Employees

Kathryn Townsend

President

Phone Email

David Francis

Project Manager

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Renee Michel

Client Services Representative

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John Goltermann

Senior Vice President, Chief Investment Officer

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Shawn Kelly

President - Chief Operating and Financial Officer

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Madison Petersen

Marketing Manager

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