APO Financial

APO Financial We are team of qualified professionals who are passionate advocates for their clients' success. We reject the main-stream notions of "Buy and Hold" a.k.a.

"Buy and Hope" and traditional investments such as Mutual Funds. Traditional investments don't protect you during market corrections - you ride the roller coaster up and down without confidence in your financial plan. Our investment strategy is based on Defensive Wealth Management - a risk adverse model that aims to reduce risk during times of volatility, while capturing a significant portion of

the gains on the upside. Contact us today to review our historical results and see what a difference a defense first approach can make in your life! Investment advice is offered through APO Financial Services, LLC. Insurance and fixed
annuity products are offered through our affiliates, Asset Protect One, Inc. and/or APO
Financial Services, Inc. No persons associated with APO or its affiliates is a licensed attorney or tax professional and nothing on this Page should be considered tax or legal
advice. It is important to read our disclosures available at this link: https://apofinancial.com

For nearly 20 years, I have been dedicated to helping people feel less stressed and more confident about their finances....
05/27/2026

For nearly 20 years, I have been dedicated to helping people feel less stressed and more confident about their finances. Everyone deserves a plan for their future.

Stay tuned for more financial tips and educational content!

Welcome to APO Financial!We help individuals and families build a clear financial strategy so they can retire with confi...
05/18/2026

Welcome to APO Financial!

We help individuals and families build a clear financial strategy so they can retire with confidence and leave a legacy they're proud of.

If you've ever felt unsure about where your money is going or how to plan for the future... you're in the right place.

Administrative Assistant – Join a Growing, Family-Oriented TeamLocation: Laurium, MI | Full-Time | On-SiteCompensation: ...
08/20/2025

Administrative Assistant – Join a Growing, Family-Oriented Team
Location: Laurium, MI | Full-Time | On-Site
Compensation: $39,000 – $58,000 annually, based on experience
APO Financial is looking for a detail-driven, reliable, and caring Administrative Assistant to support our team and help keep our office running smoothly. This role is a great fit for someone who values organization, enjoys helping others, and takes pride in creating a professional yet welcoming client experience.
Why You’ll Love Working With Us:
• A family-oriented culture where each team member is appreciated
• Excellent benefits package to support your health and well-being
• Growth and professional development opportunities
• A collaborative, supportive environment where your contributions matter
Key Responsibilities:
• Coordinate advisor calendars and confirm client appointments with accuracy
• Answer phones promptly, warmly, and professionally—ensuring clients always feel valued
• Greet clients and provide a welcoming office environment
• Maintain the highest duty of confidentiality with all client information and office matters
• Support advisors at events and seminars, including set-up and client assistance
• Manage office logistics, supplies, and maintain organized digital files
Qualifications:
• Strong attention to detail and organizational skills
• A proactive, dependable approach to managing tasks
• A warm, supportive, and people-focused demeanor
• Professional communication skills and a commitment to confidentiality
• Ability to handle multiple priorities with care and precision
How to Apply:
Click Here -- https://forms.office.com/r/XcPDdm0aSH
Please note: The submission window will close Friday, September 5th, 2025. We will begin contacting eligible applicants the following week.

Join us at NSU Florida - Palm Beach Campus on August 29th or 31st for "Baby Boomers, Gen X & Retirement: The Rules Have ...
08/17/2023

Join us at NSU Florida - Palm Beach Campus on August 29th or 31st for "Baby Boomers, Gen X & Retirement: The Rules Have Changed!". Scott Mallernee, CRPC®, one of our expert advisors, will be presenting an enlightening seminar on the evolving landscape of retirement, sharing insights to help you embrace the future with confidence. Reserve your seat now at seminar.rsvpyes.com/449251

Scott Mallernee is a nationally recognized Educator, Author, Speaker and Wealth Advisor who you may have seen on and in NBC, ABC, CBS and Fox network affiliates and Fortune, Money, Bloomberg Business, Market Watch, Wall Street Select, Wall Street Journal and others. Scott is the Co-Author of the cri...

05/12/2023

This Mother's Day, show her your love by giving the ultimate gift: financial security.

At APO Financial, we help clients achieve their retirement goals and put each client’s needs at the forefront of all we do.

Set up a complimentary consultation today:

🌐apofinancial.com
📲(561) 879.8176 (Florida)
📲720.588.2000 (Colorado)

05/08/2023

If you're a retiree worried about managing your cost of living in retirement, you're not alone.

Whether you’re retiring in Florida or Colorado, our team of experienced financial advisors understand the unique challenges of choosing where to retire. We can help you craft a personalized plan that meets your personal needs and goals.

Don't let financial uncertainty stand in the way of your retirement dreams. Contact us today at apofinancial.com.

05/05/2023

Take control of your financial future by mitigating risk with APO Financial. Our team of experienced fiduciary advisors can help you create a comprehensive plan to protect your wealth and achieve your financial goals.

Contact us today at:

🌐apofinancial.com
📲(561) 879.8176 (Florida)
📲720.588.2000 (Colorado)

Estate planning is something that makes sense for every person or family. Without one, it could cause unintentional chao...
05/03/2023

Estate planning is something that makes sense for every person or family. Without one, it could cause unintentional chaos when you pass. Continue reading here to learn more.

Retirement is a time to begin evaluating the legacy you want to leave behind for your loved ones– and estate planning is a vital tool in achieving that.

At APO Financial, our qualified professionals don’t just point you down a path to retirement, we walk alongside you to h...
05/01/2023

At APO Financial, our qualified professionals don’t just point you down a path to retirement, we walk alongside you to help you reach your full retirement stride.

Let’s make sure you haven’t overlooked any key elements as you pursue your retirement destiny. Contact us today to set up your complimentary strategy session at apofinancial.com.

04/28/2023

As Fiduciary advisors, our ultimate goal is to provide peace of mind by ensuring that our clients have a sustained source of income for the duration of their lives.

Help protect yourself against many of the risks you may face as you get older with APO Financial. Learn more about our retirement planning services at apofinancial.com.

To find out if you’re on course for your retirement, you need to create a financial plan to measure how your retirement ...
04/26/2023

To find out if you’re on course for your retirement, you need to create a financial plan to measure how your retirement savings stack up. Continue reading here to learn more.

To find out if you're on course for your retirement, you need to create a financial plan to measure how your retirement savings stack up.

Address

10155 Westmoor Drive #125
Broomfield, CO
80021

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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