Plan Your Financial Future with the Investment and Retirement Center located at On Tap Credit Union
Whether you dream of spending your days fishing when you retire or starting your own business at some point in your life, we’ll work with you to design a sound financial strategy that helps you work toward the life you want to live.
Investment and Retirement Center located at On Tap Credit Union
We offer you access to:
Savings & Investment Planning
Annuities & IRAs
Call today for more information, or to schedule your free, no-obligation consultation at
(303) 279.6414 or (800) 770.6414 between 9:00 a.m. and 5:00 p.m. Monday through Friday.
FINRA Series 7 and 66 State Group 1 Life and Health and
Variable Life and Annuity Licenses held with LPL Financial
Tom Valdez began his financial consulting career with municipal bonds and then Fidelity Investments in Denver. Before financial consulting, he worked for 22 years at Coors Brewing Company.
“Most people would agree with the assertion that Miller Coors makes and sells the finest beers in all of the land, and I have always felt as though I contributed to a small part of this legacy having worked for more than two decades in Coors Finance and Sales,” said Tom. “I have since taken this same passion and expertise to the Retirement and Investment Center located at On Tap Credit Union in Golden and Arvada. You will find me helping the many men and women and their families that have been and are currently a part of this same Coors legacy to prepare for and look to their respective futures regarding investments, 401K reviews, insurance needs and retirement planning.
“I am proud to say that you can place your trust in me to help you to develop, implement and manage a focused and comprehensive financial plan that clearly defines strategies to help you to SAVE, INVEST and DRAW upon your assets wisely. Please note our services are free to you and your family, so give me a call to schedule an appointment.”
Please note consultations are free to you and your family, so give me a call at 303.384.4588 or email me at firstname.lastname@example.org to schedule an appointment.
Check the background of this investment professional on FINRA's BrokerCheck.
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
Not NCUA Insured / No Credit Union Guarantee / May Lose Value
On Tap Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
The LPL Financial registered representative(s) associated with this site may only discuss and/or transact securities business with residents of Colorado.