Investment & Retirement
Connect with our experts and start crafting your plans for the future.
How can we help you reach your goals?
- Retirement Planning
- Savings & Investment Planning
- Asset Allocation
- Education Planning
- Estate Planning
- Annuities & IRAs
- Asset Management
- Investment Services
- Mutual Funds
- Life Insurance
- Long-Term Care
We're here to craft the right plan to get you path to success started.
Meet Our Investment Professional
Thomas P. Valdez Jr. - Financial Consultant
Thomas P. Valdez Jr.
VOTED 2020 BEST OF THE BEST FINANCIAL CONSULTANT
“Most people agree 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,” says Tom.
“I have since taken this same passion and expertise to the Investment and Retirement Center located at On Tap Credit Union in Golden and Arvada. You’ll find me helping the many men and women along with their families who have been part of this same Coors legacy. I help them prepare for their futures regarding investments, 401K reviews, insurance needs and retirement planning.
FINRA Series 7 and 66 State Group 1 Life and Health and Variable Life and Annuity Licenses held with LPL Financial
To contact Tom, please call 303.384.4588 or email him
at firstname.lastname@example.org to schedule an appointment.
Tips on Tap- Investment & Retirement Center
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
|Not NCUA Insured / No Credit Union Guarantee / May Lose Value|