DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
William (Bill) Reynolds
Reynolds Financial Solutions
558 Castle Pines Parkway, B4-144
Castle Pines, CO 80108
949-440-1670
About Reynolds Financial Solutions
At our full-service financial services firm, we focus on helping you secure your financial future through a collaborative approach. We take the time to understand your unique personal situation, uncover your dreams and goals, and assess your risk tolerance to create a customized financial strategy tailored to your needs. With a strong emphasis on education, we empower you with the knowledge to make informed decisions. Our services encompass a wide range of investment solutions, along with protection strategies including life insurance, long-term care, lifetime income options, and growth potential through annuities and other financial products. By working together as a team and fostering open communication, we build long-term relationships based on trust and transparency. This approach has been the cornerstone of our firm's success, as we guide you toward achieving your financial aspirations with confidence.
See Disclosures
General Information
Firm Start Year
1987
No. of Employees
2-4
CRD#
1532396
Firm CRD#
1532396
Insurance License#
NPN 2339104; CO 654517
Name of Broker/Dealer
Equity Services, Inc.
States Licensed in
AZ,CA,CO,FL,MN,NV,OR,TN,TX,VA
Years of Experience in Financial Services
37
Number of Years with Current Firm
37
Work Experience
With over 37 years of experience in life insurance sales and financial services, I bring a wealth of knowledge and expertise to help you secure your financial future. My career began as a high school and college professor, where I honed my skills in education, communication, and the ability to break down complex concepts for better understanding. Transitioning into financial planning, I've built a strong foundation in life insurance, retirement planning, and investment strategies. My extensive experience allows me to offer personalized advice that not only can help you grow your wealth but also protect your assets, helping to secure long-term financial security for you and your loved ones.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Your Home, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFS, CLU®, ChFC®, MSFS
Securities Licenses
Series 24, Series 63, Series 7
Insurance and Annuity Licenses
Life, Health, Annuity, Accident, Disability, Variable Life, Long Term Care, Variable Annuity
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Compensation Methods
Based on Assets, Flat Fee, Commissions
Fee % Based on Assets
Varies
Additional Details on Charges
Fees are negotiable and are based upon asset size or complexity of the financial plan. Introductory meetings and second opinions are always complimentary. I also may be compensated by the products sold if the plan is implemented and financial products are purchased.
Education
Masters in Financial Services -
American College
06/01/1996 -06/01/1998
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1892601/financialadvisor-Reynolds-Financial-Solutions-detailed-disclosure.html
Disclaimer
Bill Reynolds is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., Member FINRA/SIPC. Securities and investment advisory services are offered solely by Equity Services In. In CO, Equity Services, Inc. operates as Vermont Equity Services, Inc. One National Life Drive, Montpelier VT 05604 (800) 344-7437. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC), Montpelier, Vermont. National Life Group is a trade name of NLIC and its affiliates. Reynolds Financial Solutions is independent of Equity Services, Inc. California (CA) Insurance Agent License #0718869. TC7656143(0325)3