Investment & Retirement
We offer a host of investment and retirement services, including:
- Retirement Planning
- Savings & Investment Planning
- Asset Allocation
- Education Planning
- Estate Planning
- Annuities & IRAs
- Asset Management
- Investment Services
- Mutual Funds
- Life Insurance
- Long-Term Care
Meet Our Investment Professional
Thomas P. Valdez Jr.
“I have always believed that investing isn’t just about money – it’s about the future you want for yourself and your family,” he says.
“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
“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. Our services are available to you and your family, so give me a call to schedule an appointment.”
“I have always believed that investing isn’t just about money – it’s about the future you want for you and your family”
To contact Tom, please call 303.384.4588 or email him
at firstname.lastname@example.org to schedule an appointment.
|Not NCUA Insured / No Credit Union Guarantee / May Lose Value|