Margaret English

Financial consultant in Denver, CO (show on map)

We provide comprehensive wealth management services to individuals and families across multiple generations, helping clients plan for the future while enjoying the present.

Call (303) 793-0605

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About

Margaret English & Katherine Thomas is a fully independent LPL Financial office offering unbiased financial advice since 2011. We help clients with investing, insurance, estate conservation, and preserving wealth, balancing current needs with future goals through thoughtful client relationships and financial education courses.

Fully independent LPL Financial office

Unbiased financial advice

Five Star Wealth Manager award

Services

Investments

We offer a wide range of investment options including stocks, bonds, IRAs, brokerage accounts, treasury products, and variable annuities.

Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuity

Financial Planning

Comprehensive planning for retirement, estate, tax, and lifestyle goals.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans

Insurance

Life insurance solutions tailored to individual needs.

Life Insurance

Credentials & Certifications

Registered Representative with LPL Financial

Since 2011

CFP (Certified Financial Planner)

JD (Juris Doctor)

Series 7 and 66 licenses

Since 2017

Frequently Asked Questions

What is the Five Star Wealth Manager award? +

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC, is based on 10 objective criteria and recognizes professionals who meet high standards of excellence in wealth management.

How does the firm support financial advisors? +

LPL Financial supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

What is the mission of Margaret English & Katherine Thomas? +

The mission is to help clients work toward financial independence through planning, building long-term relationships through education, training, integrity, and outstanding client service.