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Business Investing

You work hard every day to build a strong future
for your company and employees

Your dedication shows in the results you deliver to your customers and stakeholders.

We’re equally dedicated to the financial well-being of both you and your business. We offer retirement plans and personal wealth management strategies for you and your employees.

RETIREMENT PLANS
We offer a broad array of options for you and your employees. We are happy to consult with you to choose the best plan.
PERSONAL WEALTH MANAGEMENT
Through comprehensive life planning and access to trust services, asset management and charitable services, we can can help you effectively manage your wealth. 




































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We Are Dedicated to Your
long-term Financial Well Being


Tom Valdez
Thomas P. Valdez Jr., Financial Consultant

Call today for more information
or to schedule your free,
no-obligation consultation



Take a look at the rates at On Tap Credit Union!

View rates
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial registered representative(s) associated with this site may only discuss and/or transact securities business with residents of Colorado.

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.