Disclosures

This site is for clients and potential clients residing in states and countries in which Priority Financial Planning, LLC (DBA Priority Financial Partners) is qualified to conduct investment advisory and accounting services.  Priority Financial Partners is a registered investment advisor located in Denver and Durango, Colorado.  Priority Financial Partners may only transact business in those states or countries in which it is registered, or qualifies for an exemption from registration requirements.

Please contact us to determine if we are qualified to provide services where you live.

You can download our privacy policy and firm ADV part 2 disclosure by clicking HERE.