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Jeff Morris - Moseco - Investment Center of Estes Park

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501 ST. VRAIN LN., SUITE 100
ESTES PARK, CO 80517

Phone

970-577-1454

Email

jmorris@berthelfisher.com

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1031 Exchange Exit Strategy

Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Investment Center of Estes Park is not affiliated with BFCFS or BFC Planning, Inc.

Check the background of this financial professional on FINRA’s BrokerCheck – Find a broker, investment or financial advisor (finra.org).

Past performance is not indicative of future results.

BFCFS, BFC Planning, and Jeff Morris do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and it’s not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your tax, legal and accounting advisors before engaging in any transaction.

This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, CO, DC, FL, GA, IL, IN, IA, KS, KY, MD, MI, MN, MO, NE, NV, NM, NY, NC, ND, TN, TX, UT, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or solicitation of an offer to buy or hold, and investment in any security or investment product.

You may obtain a copy of the firm's Regulation Best Interest Customer Relationship Summary by clicking the link https://www.berthel.com/disclosures