The Planning & Investment Center, Inc.

The Planning & Investment Center, Inc. Member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other entity.

We offer a full range of planning and investment services including:
•Written financial plans including retirement, tax and estate planning;
•Managed accounts on a fee basis; ◦Investment products including mutual funds, annuities, stocks, bonds and exchange traded fund (ETFs)*

•Insurance planning and implementation; including life and long term care insurance
•Determination of appropriate risk fo

r a client and analysis of existing investments

Securities and advisory services offered through Cetera Advisors LLC.

Address

760 Whalers Way
Fort Collins, CO
80525

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 2pm

Website

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