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Financial Advisors Licensed to practice in Colorado Springs, Colorado

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>>

Phil Wilson, Financial Advisor from Colorado Springs, 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>>

Don Leander, CFP®, Financial Advisor from Colorado Springs, 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>>

Phil Wilson, Financial Advisor from Colorado Springs, 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>>

Herb White, CFP®, Financial Advisor from Colorado Springs, Colorado
(1433 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.

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Are You A Financial Advisor in Colorado?

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Must Have

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