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Whitney W. Grimm

CFP®

Private Wealth Advisor

Specialties: Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Summit Wealth Management, Ameriprise Fin

5420 S Quebec St, Ste 105
Greenwood Village, CO 80111
(303) 221-6416
CONNECT WITH Whitney
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Donald L. Tapp, Jr.

CPA/PFS, CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Donald L Tapp, CPA/PFS, CFP

1227 Grand Ave, PO Box 1088
Glenwood Springs, CO 81602
(888) 945-9156
(970) 945-9156

Jennefer L. Walsh

CFP®

Financial Planner

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Financial Advisor serving Colorado and the surrounding communities.

Walsh Financial Solutions

5610 Ward Rd, Ste 300
Arvada, CO 80002
(303) 252-0852
CONNECT WITH Jennefer
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Matthew A. Elliott

CFP®

CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

J.F. Williams Co., Inc.

1120 Lincoln Street, Suite 1603
Denver, CO 80203
(303) 753-4506

Kyle Burris

CFP®

CFP

Specialties: Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Salt Wealth Partners, LLC

101 Red Rocks Vista Dr, PO Box 1024
Morrison, CO 80465-5024
(303) 697-1891

Mark S. Starosciak

CFP®

Managing Partner

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Infinium Investment Advisors

50 S Steele Street, Ste. 830
Denver, CO 80209
(720) 253-1818
CONNECT WITH Mark
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Nicole Geraci

CFP®, AWMA®

Wealth Advisor

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, Banking,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Creekmur Wealth Advisors

PO Box 2882
Avon, CO 81620
(970) 949-9281

Joseph D. Clemens

CFP®, EA, AIF®

Founder

Specialties: Comprehensive Financial Planning, Investment Management, Retirement, Starting a Family,...More

Financial Advisor serving Colorado and the surrounding communities.

Wisdom Wealth Strategies

7400 E Orchid Rd, Suite 130
Greenwood Village, CO 80111
(303) 219-0391
CONNECT WITH Joseph
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Aaron Thurston

CFP®

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

Ameriprise Financial Services, LLC

1710 Jet Stream Dr, Ste 205
Colorado Springs, CO 80921
(719) 599-7431

Brian Joyce

CPA/CFP®

Owner

Specialties: Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Buying a...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Intelligent Investing

1635 Foxtrail Dr
Loveland, CO 80538
(970) 776-4346

Maggie Kirchhoff

CFP®, MBA

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation,...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

True North Partners

14143 Denver West Parkway #450, United States
Golden, CO 80401
(303) 393-2643
CONNECT WITH Maggie
  • linkedin link

Wendi Strom

CFP®

Financial Advisor

Specialties: Comprehensive Financial Planning, Annuities, Career Change, Investment Management, Getting...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

LOTUS Financial Partners

550 S WADSWORTH BLVD, Suite B-100
LAKEWOOD, CO 80226
(303) 756-2062

Todd S. Smith

CFP®

President & CEO

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Level 5 Financial, LLC

2930 Austin Bluffs Pkwy, Ste 304
Colorado Springs, CO 80918-5717
(719) 323-1240
CONNECT WITH Todd
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Billy Funderburk

CFP®, MBA

Specialties: Comprehensive Financial Planning, Asset Allocation, Investment Management, Estate Planning...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Funderburk Financial

2187 Steppe Dr.
Longmont, CO 80504
(303) 485-0488

Craig Evans Carnick

CFP®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Transform Wealth

9540 Federal Drive, Suite 130
Colorado Springs, CO 80921
(800) 447-8181
(719) 884-1952

Philip H. Luccock

CFP®, CMA

Specialties: Comprehensive Financial Planning, Attending College, Investment Management, Corporate...More

Financial Advisor serving Colorado and the surrounding communities.

Financially Speaking, Inc.

5889 Greenwood Village Blvd, Ste 400
Green Wood Village, CO 80111
(303) 290-0702

Brian Aberle

CFP®

President

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Aberle Investment Management

1099 Capitol St., X3275
Eagle, CO 81631
(970) 432-7040

Sam Dechtman

CFP®, CFS®

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Dechtman Wealth Management

7807 E. Peakview Ave., Suite 410
Centennial, CO 80111
(303) 741-9772
CONNECT WITH Sam
  • linkedin link

Daniel M. Yerger

MBA, CFP®, AIF, CDFA

President

Specialties: Comprehensive Financial Planning, Arbitration & Mediation, 401(k)/403(b)/IRAs, Business...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

MY Wealth Planners, LLC

720 100 Year Party Court, Suite 300
Longmont, CO 80504
(303) 600-3757
CONNECT WITH Daniel
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Dwight C. Dettloff

CFP®, CPA

Founder

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Winding Trail Financial Planning, LLC

580 S Carr Ave
Lafayette, CO 80026
(720) 526-2189
CONNECT WITH Dwight
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Aivars Ziedins

MSFS, CFP®, ChFC,CLU

President

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Estate...More

Financial Advisor serving Colorado and the surrounding communities.

Ziedins & Company, Ltd.

926 Utica Dr
Castle Rock, CO 80108-8300
(303) 663-1735

Rene Bruer

CFP®

Co-CEO

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Smith Bruer Advisors

5825 Delmonico Drive, Ste 320
Colorado Springs, CO 80919

Smith Bruer Advisors

1700 Summit Lake Drive Suite 102
Tallahassee, FL 32317
(719) 301-1565

Paul Monax

CFP®

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home,...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Agile Wealth LLC

7075 S Garrison St
Littleton, CO 80128-8028
(720) 722-3671
CONNECT WITH Paul
  • linkedin link

Tyler Freeman

CFP®

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Financial Advisor serving Colorado and the surrounding communities.

1746 Cole Blvd, Ste 225
Golden, CO 80401-3208

Dennis A. LeFevre

CFP®

Trust & Financial Advisor

Specialties: Comprehensive Financial Planning, Attending College, Estate Planning, Investment...More

Commission and Fee Financial Advisor serving Colorado and the surrounding communities.

Everence Financial Advisors

1118 Coyote Trail
Woodland Park, CO 80863
(877) 662-9378

Lisa L. Bayer

CFP®, CFA

Principal

Specialties: Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable &...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Lisa Bayer

4566 Xavier St
Denver, CO 80212-2517

Lisa Bayer

885 Arapahoe Avenue
Boulder, CO 80302

Lisa Bayer

1121 Warren Avenue
Downers Grove, IL 60515
(708) 703-3100
CONNECT WITH Lisa
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Paul F. Staib

CFP®, MBA, RICP®

Principal

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Staib Financial Planning, LLC

9233 Park Meadows Drive
Lone Tree, CO 80124

Staib Financial Planning, LLC

10082 Fairgate Way
Highlands Ranch, CO 80126
(303) 887-9633
CONNECT WITH Paul
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Laura A. Combs

CFP®

Managing Director

Specialties: Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Mercer Advisors

1200 17th St Ste 500
Denver, CO 80202

Mercer Advisors

3655 Sunshine Canyon Drive
Boulder, CO 80302
(800) 525-0961
(720) 481-0744
CONNECT WITH Laura
  • linkedin link