Summit Financial Solutions | Broomfield, CO

Summit Financial Solutions

Contact Us

370 Interlocken Blvd. Suite 600
Broomfield, CO 80021
  • Aaron P. Rask: 1.303.403.5623
  • David Manley: 1.303.403.5607
  • Lisa Ourada: 1.303.403.5624

  • E-mail address: arask@ft.newyorklife.com

    dmanley01@ft.newyorklife.com

    lourada@ft.newyorklife.com

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  • About Us
    • Business Owners & Executives
    • Our Team
    • Individuals & Families
    • Our Location
    • Tell A Friend
    • Our Holistic Process
    • Our Strategic Alliances
    • Income Tax Strategies
    • Our Advanced Planning Resource
    • Life plan for your business®
    • Helpful Links
    • Special Needs Planning
    • Calculators
    • Our Location
    • Advanced Planning Videos
    • Our Philosophy
    • Schedule a Call
    • Client Login
    • Aaron’s Personal Side
    • David's Personal Side
    • Market Watch
    • Lisa's Personal Side
  • Resources
    • Tax Library
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us
 
  • Bring your career to life

  • It all starts with you

  • A legacy of love

    We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.

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  • What do you want
    to do?

  • New York Life is dedicated to serving professional advisors

  • What's your retirement income mindset?

    Not everyone thinks about retirement income in the same way.

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  • Great Rewards

    Learn how great rewards begin with
    the first step.

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  • Bring your career to life

  • We're in this together

  • We have the answers... and we're happy to share

  • Bring your career to life

  • We're here
    to help

  • We have the answers... and we're happy to share

  • Your employees count on you

    And you can count on us for affordable, voluntary benefits programs for your business.

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  • We're right here
    with you

  • We're right here
    with you

 

About Us

  • Business Owners & Executives
  • Our Team
  • Individuals & Families
  • Our Location
  • Tell A Friend
  • Our Holistic Process
  • Our Strategic Alliances
  • Income Tax Strategies
  • Our Advanced Planning Resource
  • Life plan for your business®
  • Helpful Links
  • Special Needs Planning
  • Calculators
  • Our Location
  • Advanced Planning Videos
  • Our Philosophy
  • Schedule a Call
  • Client Login
  • Aaron’s Personal Side
  • David's Personal Side
  • Market Watch
  • Lisa's Personal Side

Summit Financial Solutions | Broomfield, CO

Summit Financial Solutions

Contact Us

370 Interlocken Blvd. Suite 600
Broomfield, CO 80021
  • Aaron P. Rask: 1.303.403.5623
  • David Manley: 1.303.403.5607
  • Lisa Ourada: 1.303.403.5624

  • E-mail address: arask@ft.newyorklife.com

    dmanley01@ft.newyorklife.com

    lourada@ft.newyorklife.com

 
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  • Home
  • About Us
    • Business Owners & Executives
    • Our Team
    • Individuals & Families
    • Our Location
    • Tell A Friend
    • Our Holistic Process
    • Our Strategic Alliances
    • Income Tax Strategies
    • Our Advanced Planning Resource
    • Life plan for your business®
    • Helpful Links
    • Special Needs Planning
    • Calculators
    • Our Location
    • Advanced Planning Videos
    • Our Philosophy
    • Schedule a Call
    • Client Login
    • Aaron’s Personal Side
    • David's Personal Side
    • Market Watch
    • Lisa's Personal Side
  • Resources
    • Tax Library
  • Account Access
    • Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

Aaron Rask and David Manley are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, NE, and NY. No insurance business may be conducted outside the specific states referenced.

*Aaron Rask and David Manley are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of CO and NE. No offers may be made or accepted from any resident outside the specific states referenced.

Summit Financial Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Summit Financial Solutions, nor New York L:ife Insurance Company or its subsidiaries and affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf