How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Private Wealth – Longmont, our mission is to help promote better outcomes for your retirement plan participants and help you pursue your individual financial goals. We offer knowledgeable specialists who will tailor strategies to address your specific needs. As investment fiduciaries, we work solely on your behalf and are committed to your success.
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Upcoming Events
Take a look at upcoming events hosted by our firm.
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
Market Commentary: March 2026 Recap
Q1 2026 felt like déjà vu — markets started strong but turned volatile again. This time, the main driver was geopolitical tension, especially the Iranian conflict, which pushed oil prices above $100 and impacted global growth. As a result, equities declined, tech pulled back due to AI concerns, and energy was one of the few sectors that performed well. The key takeaway is that uncertainty is higher than last year, so investors should focus on diversification and more balanced expectations rather than expecting a quick rebound.
Comments on Latest U.S. / Israel Conflict with Iran
Overview The recent conflict that started on February 28, 2026 with the U.S. and Israel launching an offensive against...
Market Commentary: February 2026 Recap
Grimes, featuring HANAWe Appreciate the Power And if you long to never die/Baby, plug in, upload your mind/Come on,...
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM
Office Addresses:
418 Coffman St Longmont, CO 80501
Office Contact:
(Main) 303-444-1234
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