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Via Financial Consultants
Welcome to Via Financial Consultants. Wherever you are on life’s journey, we’re here to walk with you, listen to your goals and help you fulfill your lifelong dreams. We truly enjoy building relationships with those we serve, and we look forward to providing you with personalized guidance to help you gain the financial clarity you need to build a more secure future.
We’re proud to walk alongside our clients as a dependable financial resource. Give us a call today and see how we can help you venture toward a future full of meaning and gratitude.
Team intro
Welcome to Via Financial Consultants. Wherever you are on life’s journey, we’re here to walk with you, listen to your goals and help you fulfill your lifelong dreams. We truly enjoy building relationships with those we serve, and we look forward to providing you with personalized guidance to help you gain the financial clarity you need to build a more secure future.
We’re proud to walk alongside our clients as a dependable financial resource. Give us a call today and see how we can help you venture toward a future full of meaning and gratitude.
Our Story
Via Financial Consultants was started in 1987 as Mountain Plains Group. Today, we have eight employees on staff to serve the many financial needs of clients in the Johnstown, Loveland and greater northern Colorado area.
Our advice approach
Building your financial blueprint
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How We Work With You
We are dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives.
About Thrivent
How we’re different
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Additional Information
Throughout your financial journey, questions are bound to arise. We can help you find the answers. The following are common questions and answers from individuals like you.
Contact
Office information
Phone:
(970) 667-7340
Fax:
(877) 206-1643
Email:
viafinancialconsultants@thrivent.com
Operating hours:
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all team members may provide all products, programs and services in all states.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.
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