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Investment Advisor

May 22, 2026

IMA Financial acquires Coordinated Financial Services

IMA Financial Group expands its Colorado wealth advisory business by adding Coordinated Financial Services, increasing assets under management by $400 million.

Aug 5, 2025

Crusonia adds Collin Schmidt as senior wealth advisor

Crusonia Wealth Advisors names Collin Schmidt partner and senior advisor to enhance personalized financial planning and investment strategy services.

Apr 25, 2022

Steps to Consider Now Toward Estate Planning

The Census Bureau reports the average age of widowhood in the United States is only 59 years old. With this being the case, many women should be prepared financially to […]