About Us
Expand Financial has supported individual investors, retirement plans, and their financial advisors since 2011.
For Individual Investors
The EXPAND Team provides financial coaching and personalized guidance on questions about financial planning, budgeting for success, and taking advantage of the rollover opportunity of an IRA.
For 401k and Other Retirement Plans
We provide investment management and investment fiduciary services to help employers reduce the burdens and risks associated with managing workplace savings plans.
We’re happy to help. Call us.
If you need help or have questions, please call EXPAND at 720.387.8158 ext. 6 or email us. Reach us Monday through Friday from 8 AM to 5 PM CST.
