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Financial Advisors in Colorado

Cornerstone Asset Management
One DTC 5251 DTC Parkway,
Greenwood Village, CO   80111
Call : (303) 779-2524

Cornerstone Asset Management is an independent financial services firm based in Denver, Colorado. We operate as a branch office of Securities America, Inc.member FINRA/SIPC. We specialize in comprehensive financial planning and dynamic asset allocation strategies. Whatever your needs may be - portfolio management, retirement planning, estate planning, risk management, money management or educational planning -we offer strategies that are consistent with your unique values, goals and financial... read more>>

Don Leander, CFP®, Financial Advisor from Colorado,
(787 views)
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Don
Financial Planning Strategies
6645 Delmonico Blvd.,
Colorado Springs, CO   80919
Call : (719) 266-5335

FOR OVER 30 YEARS our mission at Financial Planning Strategies is to help you secure every aspect of your financial future and give you peace of mind today in all your investment and financial planning needs. As a Certified Financial Planner since 1983, I am committed to maintaining the highest standards of integrity and professionalism in our relationship. We endeavor to fully understand your total financial situation and provide you with comprehensive and unbiased financial planning services... read more>>

Iron Mountain Financial
2480 WAYNOKA RD #212,
Colorado Springs, CO   80915
Call : (719) 623-7433

As a local independent financial advisor in Colorado Springs, I have a fiduciary duty to act in the best interests of my clients. My clients' retirement years are secured by addressing and fixing overlooked financial and non-financial issues before they become a problem.Some of these issues include:Making sure a wife doesn't lose half of their Social Security income when the husband passes away.Ensuring at least two years of long-term care cost assistance without paying annual premiums.Making... read more>>

Herb White, CFP®, Financial Advisor from Colorado,
(1432 views)
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Herb
Life Certain Wealth Strategies
8400 E Prentice Ave.,
Greenwood Village, CO   80111
Call : (303) 793-3999

When your life savings are at stake, you need advice you can trust. You need a financial advisor who is objective; someone who is not paid more to sell you one product rather than another. You need a relationship with a firm that promises always to put your interest first, a firm with proven experience and the right credentials. Life Certain Wealth Strategies, LLC. offers you all this and much more.

Next Generation Wealth Systems
8055 East Tufts Avenue Suite 1400,
Denver, CO   80237
Call : (303) 714-4726

As president and owner of Next Generation Wealth Systems, I have over 20 years of experience providing practical advice for individuals, business owners, and special needs families.I am a registered representative and investment advisor representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor offering insurance through Lincoln affiliates and other fine companies. Lincoln Financial Advisors is a preeminent fee-based financial planning... read more>>

Mark Starosciak CERTIFIED FINANCIAL PLANNER™, Financial Advisor from Colorado,
(123 views)
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Mark
Infinium Investment Advisors
50 South Steele Street #830,
Denver, CO   80209
Call : (720) 253-1818

Like many start-up businesses, Infinium Investment Advisors was born out of two driving forces: to build a better mouse trap to deliver personal financial services, and to fix the problems prevalent in the industry today.In 2008, founder Mark Starosciak had spent a decade with Merrill Lynch as a financial advisor to dozens of families. A little thing called the Great Recession came along and brought down Wall Street giants such as Bear Sterns, Lehmann Brothers, and Merrill Lynch (until Bank of... read more>>

Financial Engines Advisors, LLC
1885 W. 120th Avenue,
Westminster, CO   80234
Call : (303) 280-0626

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Financial Engines Advisors, LLC
1635 Foxtrail Drive,
Loveland, CO   80538
Call : (303) 280-0626

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Phil Wilson, Financial Advisor from Colorado,
(376 views)
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Phil
Financial Engines Advisors, LLC
10012 Commons Street,
Lone Tree, CO   80124
Call : (303) 799-4565

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

Phil Wilson, Financial Advisor from Colorado,
(618 views)
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Phil
Financial Engines Advisors, LLC
5134 North Nevada Avenue Suite 140,
Colorado Springs, CO   80918
Call : (719) 594-6800

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize-winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the... read more>>

List of Additional Financial Advisors in Colorado
BluePrint Financial Services Arvada, CO
Colorado Financial Advisors Greenwood Village, CO
Elderado Financial Montrose, CO
Navigation Wealth Management Fort Collins, CO
Peak Planning Group, LLC Greenwood Village, CO
Ntb Advisers, A Division Of Neidiger, Tucker, Bruner Inc Englewood, CO
Selectone Centennial, CO

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Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
  • Must be Fee Based or Fee Only