New financial services industry compliance regulations in the recently-enacted Frank-Dodd Bill require that we provide a narrative "plain English" version of our firm brochure. Accordingly, here is our new Form ADV Part 2A, which provides complete disclosure about our firm.
We are also required to provide information about persons who are affiliated with Tafoya Barrett and Associates PC. This information is contained in Form ADV Part 2B.
We have combined Form ADV Part 2A and Part 2B in one document for ease of reading.
To view Tafoya Barrett and Associates PC Form ADV, Part 2A and 2B please click the link below. To request a written copy of our Firm Brochure, please contact us at (970) 259-8000.
Tafoya Barrett and Associates PC provides high quality tax and financial planning services that exceed our
clients' expectations and make a real difference in their financial lives while actively contributing to our community.
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