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Financial Advisors Licensed to practice in Golden, Colorado

Mark Starosciak CERTIFIED FINANCIAL PLANNER™, Financial Advisor from Golden, Colorado
(114 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 America saved them). Although the large Wall Street firms had years of history and succcess behind them, their purpose had slowly been lost to the endless pursuit of fees and bottom-line financial results. The legacy of "Firm first, client second," that got those stalwarts into trouble still exists. The recent examples of Wells Fargo, Morgan Stanley, and others remind us that there is plenty of room for objective and unbiased financial advice in a sea of just the opposite.We invite you to learn... read more>>

Richard McDowell ChFC
6000 East Evans Ave.,
Denver, CO   80222
Call : (303) 759-1110

Financial planning/wealth management firm, specializing in retirement planning. Richard has been acknowledged as a Five Star Wealth Manager the past 5 years in 5280 magazine. This means you are getting high quality service and that the client always comes first, never being a salesperson. The practice is primarily fee based with many investment choices/products. Service and education are paramount to the client. Client meetings are at least 3 times each year. The process as to how we make investment decisions is the key to your performance.My Broker/Dealer is LPL Financial (country's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2016, based on total revenue), so most any product from any company can be offered. I meet with my clients 3 times each year.LPL Financial, Member FINRA/SIPC

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 firm with prodigious experience in asset management, business continuity and wealth transfer strategies. We provide clients with fee-based retirement, estate and business succession planning, as well as related estate tax, investment and insurance strategies.Lincoln Financial Advisors is a division of the Lincoln National Corporation, a prominent financial services company dedicated to helping clients build, preserve and protect wealth. This affiliation helps provide depth, stability and... 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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

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 objectives. We provide a variety of portfolio management solutions including our Active Tactical Asset Allocation Modeling system. Our Investment Advisory Services are offered through CUE Financial Group, Inc., a SEC Registered Investment Advisor. Our mission at Cornerstone Asset Management is to provide exceptional service and to help our clients reach their goals for the reasons that are most important to them.

Herb White, CFP®, Financial Advisor from Golden, Colorado
(1412 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.

Phil Wilson, Financial Advisor from Golden, Colorado
(369 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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

Phil Wilson, Financial Advisor from Golden, Colorado
(604 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 workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).

List of Additional Financial Advisors in or around Golden, Colorado
Colorado Financial Advisors Greenwood Village, CO
Peak Planning Group, LLC Greenwood Village, CO
Navigation Wealth Management Fort Collins, CO

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Are You A Financial Advisor in Colorado?

Must Have

  • Minimum 5 years of Experience
  • 5 year clear FINRA/SEC record
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