• The Irongate Financial Services Team

    We Take Your Financial Peace of Mind Personally.

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By visiting our website you’ve made an important first step toward the creation of your financial peace of mind. We hope the information contained within this website will inspire you to give us a call and schedule a complimentary consultation with us. The discovery process we use during our consultation will help us determine how we can best serve your needs.

We know you will find our approach to matching our financial services expertise to your exact needs refreshing and inspiring - as it has done for hundreds of our valued clients. Our overarching goal is to provide you with the options and sound advice you need to make the best educated financial decisions as we guide you along the path of achieving financial peace of mind whether it is for your household or your business.

Our financial expertise, spanning decades, can be very helpful no matter what stage of life you are in. Our special areas of focus include - but are not limited to - financial planning, investing, retirement planning, and many categories of insurance including life insurance, term life insurance, whole life insurance, universal life insurance, long-term care insurance, business and individual disability insurance and estate planning.

We invite you to spend some time browsing through our site and then please give us a call for a friendly conversation and consultation about your particular needs. We’ll take the complicated choices of financial planning and make them simple for you.

Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC  Investment advisory services offered through Irongate Financial Services, Inc., A Registered Investment Advisor

Geneos Privacy Policy 2013.pdf

David L. Stevens is a Registered Representative of and offers securities products & services through Geneos Wealth Management, Inc.Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of Colorado in which David L. Stevens securities are licensed. No offers may be made or accepted from any resident outside the specific states referenced.

David L. Stevens is also separately registered as an investment advisor representative under Irongate Financial Services, Inc. a Registered Investment Advisor registered with the State of Colorado. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Colorado.

Advisory services offered through Irongate Financial Services Inc., Registered with the State of Colorado.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator and/or FINRA at www.finra.org.

Irongate Financial Services, Inc. Privacy Statement

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