Find a Financial Planner in
Within of
Within of

Donita Baze

CFP®

Financial Planner

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

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

Elevations Credit Union

777 21st Ave
Longmont, CO 80503

Elevations Credit Union

1079 South Hover
Longmont, CO 80501
(303) 247-8896
CONNECT WITH Donita
  • linkedin link

Derek M. Tuz

CFP®, ChFC®, CWS®

Owner

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

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

Aegis Financial Partners

1560 Alpine Ct
Erie, CO 80516

Aegis Financial Partners

1510 28th Street, Suite 100
Boulder, CO 80303

Aegis Financial Partners

8055 East Tufts Ave
Denver, CO 80237

Linda Y. Leitz

PhD, CFP®, EA

President

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Peace of Mind Financial Planning, Inc.

1271 Kelly Johnson Blvd, Ste 240
Colorado Springs, CO 80920
(719) 836-8181
CONNECT WITH Linda
  • facebook link
  • linkedin link
  • youtube link

DeDe Jones

CPA, CFP®

Managing Director

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Innovative Financial, LLC

355 S Teller St, Suite 200
Lakewood, CO 80226
(303) 275-7170
CONNECT WITH DeDe
  • twitter link
  • linkedin link
  • youtube link

Jennifer Kay Hicks

CFP®

Specialties: Budget & Debt Management, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change,...More

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

Purpose Planning

1465 Kelly Johnson Blvd, Ste 305
Colorado Springs, CO 80920
(719) 590-4110

Charles Tobler

CFP®, MBA

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Star Financial Services

3023 S Milwaukee Cir
Denver, CO 80210-6757
(303) 904-0749

Mary Anne Heyman

CFP®, MSFP

Specialties: Budget & Debt Management, Comprehensive Financial Planning, Investment Management,...More

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

Financial Design & Management, Inc

4645 Ziegler Rd, Unit 220
Fort Collins, CO 80528
(970) 490-2033 x3

Marion P. Steward

CFP®

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

Financial Advisor serving Colorado and the surrounding communities.

LPL Financial / Financial Steward Associates

2919 Valmont Road, Suite 109
Boulder, CO 80301
(303) 444-5440

Robert Bruce Potter

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Potter Financial Solutions, Inc.

2542 W 108th Pl
Westminster, CO 80234
(303) 819-8056

Karlton D. Childress

CFP®

Financial Planner

Specialties: Comprehensive Financial Planning, Investment Management, Retirement

Financial Advisor serving Colorado and the surrounding communities.

Sharkey, Howes & Javer, Inc.

720 S Colorado Blvd, Ste 600-South
Denver, CO 80246
(303) 639-5100

James H. Saulnier

CFP®

Owner

Specialties: Comprehensive Financial Planning, Investment Management, Insurance, Retirement

Financial Advisor serving Colorado and the surrounding communities.

Jim Saulnier, LLC

506 E Mulberry St
Fort Collins, CO 80524-3144
(970) 530-0556

David K. Billingslea

CFP®, MS

Financial Advisor

Specialties: Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Estate...More

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

Ameriprise Financial Services, Inc.

5690 DTC Blvd, Suite 500W
Greenwood Village, CO 80111
(303) 221-6416
CONNECT WITH David
  • linkedin link

Michael F. Trinen

CFP®, AIF

Senior First VP

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

Financial Advisor serving Colorado and the surrounding communities.

Raymond James

2950 Harmony Road, Suite 255
Fort Collins, CO 80528
970-829-3300

Jill A. Rogers

CFP®, CPA

Sr. Wealth Advisor

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Getting Divorced...More

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

Frontier Wealth, LLC

10375 Park Meadows Drive, Suite 500
Lone Tree, CO 80124
(303) 895-3203

Debra K. Herrington

CFP®, CPA/PFS

Specialties:

Financial Advisor serving Colorado and the surrounding communities.

Vision Financial Services, LLC

8400 E Prentice Ave, PH1500
Greenwood Village, CO 80111
(303) 753-0568

Karl F. Frank

CFP®, MBA

Financial Planner

Specialties: Asset Allocation, Investment Management, Employee Benefits, Insurance, Retirement,...More

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

A&I Financial Services LLC

9800 Mount Pyramid Ct, Ste 450
Englewood, CO 80112
(303) 690-5070

Carol L. Foster

CFP®

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

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

10019 Deer Creek St
Highlands Ranch, CO 80129
(303) 683-1697

Eileen M. Sharkey

CFP®

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement

Financial Advisor serving Colorado and the surrounding communities.

Sharkey, Howes & Javer, Inc.

720 S Colorado Blvd, Ste 600 South Tower
Denver, CO 80246-1904
(800) 557-9380
(303) 639-5100

Todd N. Lebor

CFP®

President/Owner

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

TNL Asset Management LLC

315 S. Boulder Rd, Suite 207
Louisville, CO 80027
(303) 666-6292

Raquel S. Hinman

CFP®

Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Hinman Financial Planning, Inc.

PO Box 1158
Erie, CO 80516
(720) 460-0908

Lisa A. Malick

CFP®

Financial Planner/Investment Advisor

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

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

Lighthouse Financial LLC

370 Interlocken Blvd Ste 525
Broomfield, CO 80021
(303) 444-1818
CONNECT WITH Lisa
  • facebook link
  • linkedin link

Gregory P. Seal

CFP®,MBA,CIMC®,CIMA®

President

Specialties: Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation,...More

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

Seal Financial Services, Inc.

730 17th St., Ste. 107
Denver, CO 80202
(303) 671-9777

Joel G. Johnson

CFP®

Portfolio Manager

Specialties:

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Capital Investment Counsel

210 University Blvd, Ste 550
Denver, CO 80206
(303) 996-6296

Clarissa R. Hobson

CFP®

Director of Financial Planning

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Carnick & Kubik

1777 S. Harrison Street, Suite 1110
Denver, CO 80210
(720) 509-3568

Susan H. O'Grady

CFP®, CRPC®

President

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Equipoise Wealth Management, Inc.

1805 S Bellaire St, Ste 340
Denver, CO 80222-4317
(303) 765-4422

Joseph D. Clemens

CFP®, EA

Founder

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

Financial Advisor serving Colorado and the surrounding communities.

Wisdom Wealth Strategies

400 S Colorado Blvd, Ste 610
Denver, CO 80246
(303) 219-0391
CONNECT WITH Joseph
  • twitter link
  • linkedin link

Judy D. McNary

CFP®

Founder

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Confluence Financial Advisors

3800 Arapahoe, Ste 210
Boulder, CO 80303
(303) 449-5552

Wayne E. Sprenger

CFP® CLTC

Advisor

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

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

Ascent Financial Strategies, LLC

2150 Hollow Brook Drive, Suite 210
Colorado Springs, CO 80918
(800) 748-1004
(719) 532-9960

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

4740 Flintridge Dr, Ste 220H
Colorado Springs, CO 80918
(719) 323-1240

Carrie Aburto

CFP®, CRPC®

Financial Advisor

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

Financial Advisor serving Colorado and the surrounding communities.

7400 E Caley Avenue, Suite 110
Centennial, CO 80111
(720) 524-1116