Roy W. Ness, CFP
Cambridge Investment Research, Inc.
Financial Planner in Grand Junction, CO
Address:145 Grand Ave, Ste A
Grand Junction, CO 81501
About Roy W. Ness
Roy Ness is a financial professional at Cambridge Investment Research, Inc. located in Grand Junction, Colorado. Roy Ness holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Roy Ness provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Roy Ness145 Grand Ave, Ste A
Grand Junction, CO 81501
Phone Number:
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Website:
07/01/24
We have had a business relationship with Roy Ness for over 30 years. He took us from being first time investors into our retirement. He is a calming oasis in the many storms we have faced in the financial world. Roy always kept us focused on the end game. The dips and climbs were unsettling at first, but Roy helped us navigate and readjust as needed. He had knowledge and experience with a variety of products. He encourages his clients to research as much as they want and guides you with his advice. He even lets you make mistakes, if you insist on a strategy. We have learned about investing and been able to go far beyond what we ever knew was possible in the beginning. I’ve sent many relatives and friends to Roy when they have asked about investing. I’ve never heard a complaint. He is very discreet and trustworthy. I highly recommend him for all your financial needs.
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