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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

APO Financial

We are team of qualified professionals who are passionate advocates for their clients' success. We reject the main-stream notions of "Buy and Hold" a.k.a.

"Buy and Hope" and traditional investments such as Mutual Funds. Traditional investments don't protect you during market corrections - you ride the roller coaster up and down without confidence in your financial plan. Our investment strategy is based on Defensive Wealth Management - a risk adverse model that aims to reduce risk during times of volatility, while capturing a significant portion of

the gains on the upside. Contact us today to review our historical results and see what a difference a defense first approach can make in your life! Investment advice is offered through APO Financial Services, LLC. Insurance and fixed
annuity products are offered through our affiliates, Asset Protect One, Inc. and/or APO
Financial Services, Inc. No persons associated with APO or its affiliates is a licensed attorney or tax professional and nothing on this Page should be considered tax or legal
advice. It is important to read our disclosures available at this link: https://apofinancial.com

07/20/2026

Meet John Croze!

John believes that great financial planning starts with genuine relationships. Known for his welcoming personality and willingness to help, John takes the time to listen, understand each client’s goals, and provide thoughtful guidance every step of the way.

We’re proud to have John as part of the APO Financial team!

07/16/2026

Kind words from our clients inspire us to continue serving with care, integrity, and dedication. Thank you!

07/15/2026

Social Security isn’t just about when you can claim, it’s about when it makes the most sense for your retirement plan.

Your claiming strategy can have a lasting impact on your retirement income. Understanding your options today can help you make more confident decisions tomorrow.

If you have any questions about how Social Security fits into your overall retirement strategy, we’re here to help!

07/14/2026

Retirement isn’t just about saving money, it’s about having a plan for the life you want to live.

A written retirement income plan can help answer important questions like:
• Will my savings last?
• When should I claim Social Security?
• How can I prepare for unexpected expenses?

The earlier you create a plan, the more confidence you can have in your future.

Ready to start planning? We’re here to help!

07/13/2026

Meet Scott!

Scott is dedicated to helping clients navigate their financial journey with confidence. Known for his approachable personality and commitment to serving others, he enjoys building meaningful relationships and helping clients work toward their financial goals. We’re grateful to have him as part of the APO Financial team!

07/10/2026

Helping people feel more confident about retirement starts with a conversation. Thank you to everyone who joined us at our recent seminar, we appreciate the opportunity to share, answer questions, and connect with our community.

Special shoutout to our amazing staff at the Boulder Cork as well!

07/09/2026

We’re incredibly grateful for the trust our clients place in us every day.

Helping individuals and families navigate their financial future is a responsibility we never take for granted. Thank you for your kind words!

07/06/2026

Meet David!

If you’ve met David, you’ve probably noticed his positive energy and welcoming personality. He works hard to ensure every client feels heard, valued, and confident throughout their financial journey. Building meaningful relationships and helping clients work toward their goals is what drives him everyday.

We’re grateful to have David as part of the APO Financial team!

07/04/2026

Wishing you a Fourth of July filled with family, friends, and time to enjoy the moments that matter most.

Have a safe and happy holiday!

07/02/2026

There is no greater compliment than earning the trust of the people we serve.

We’re grateful to Daniel for sharing his experience and for allowing APO Financial to be part of his retirement planning journey. Building lasting relationships and helping our clients plan for the future is at the heart of everything we do.

Thank you for your trust and confidence in our team.

Address

10155 Westmoor Drive #125
Broomfield, CO
80021

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.apofinancial.com/

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