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A. Raymond Benton

CFP®, CRPC®, EA

Member Private Wealth Services

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

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

Benton & Company

8055 E Tufts Ave, Suite 1400
Denver, CO 80237
(303) 714-4753
(303) 714-4748
CONNECT WITH A. Raymond
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Harold W. Kirschner

MBA, CFP®

Financial Advisor

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Callahan Capital Management

9110 East Nichols Avenue, Suite 122
Centennial, CO 80112
(303) 722-5500

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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Steven R. Smith

JD, CFP®

Principal

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Employee...More

Fee Only Financial Advisor serving Colorado and the surrounding communities.

576 S Pennsylvania St
Denver, CO 80209-4112
(970) 389-0347

Sharla D. Rountree

CFP®

Owner

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

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

Personal Benefit Financial

870 Kipling St, Ste A
Lakewood, CO 80215
(303) 238-5123

William R. Parrott

CFP®

Retired

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

Financial Advisor serving Colorado and the surrounding communities.

10447 Finn Drive
Colorado Springs, CO 80924
(512) 922-4429
CONNECT WITH William
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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
  • linkedin link

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 Wealth Management

9605 Kingston Court, Suite 190
Lone Tree, CO 80112
(303) 690-5070

John J. Diak

CFP®

Principal

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Oatley & Diak LLC

18801 East Mainstreet, Suite 240
Parker, CO 80134
(303) 221-1900

Brian D. Eilers

CFP®

Owner

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

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

The Compass Wealth Group, LLC

1155 Kelly Johnson Blvd, Ste 440
Colorado Springs, CO 80920-3956

The Compass Wealth Group, LLC

5920 Yellowstone Rd
Cheyenne, WY 82009
(719) 632-4188

Robert L. Holland Jr., CFP®, Jr.

CFP®

Wealth Manager

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

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

Holland Financial Inc.

14143 Denver West Pkwy Ste 100
Lakewood, CO 80401-3275
(303) 231-1017
CONNECT WITH Robert
  • linkedin link

Cory B. Underwood

CFA®, CFP®, CKA®

Wealth Advisor

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

Financial Advisor serving Colorado and the surrounding communities.

IronSight Wealth Management, LLC.

1745 Shea Center Dr., Suite 400
Highlands Ranch, CO 80129
(720) 344-4911
CONNECT WITH Cory
  • linkedin link

Marla A. Mason

CFP®

Certified Financial PlannerTM

Specialties: 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Getting Divorced,...More

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

A&I Financial Services

9800 Mt. Pyramid Court, Suite 450
Englewood, CO 80112
(303) 690-5070

James M. Brost

CFP®

Specialties:

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Intelligent Investment Management, LLP

150 E 9th St, Ste 333
Durango, CO 81301
(970) 403-1234

Michael G. Simmons

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Transitions Wealth Management, LLC

4600 S Ulster St, Suite 1050
Denver, CO 80237
(303) 221-4867

Richard L. Carroll

CFP®

Partner

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

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

Intentional Wealth Strategies

1125 Kelly Johnson Blvd, Ste 111
Colorado Springs, CO 80920-3930
(719) 694-8002

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

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

Todd S. Smith

CFP®, ChFC, CLTC

Lead Advisor

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

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

Lifeworks Advisors, LLC

102 S Tejon St Ste 1100
Colorado Springs, CO 80903-2219
(719) 323-1240
CONNECT WITH Todd
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Liz Windisch

CFP®

Financial Planner

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

Financial Advisor serving Colorado and the surrounding communities.

Maia Wealth

1401 17th St., Suite 850
Denver, CO 80202
(720) 534-3028
CONNECT WITH Liz
  • linkedin link

Carrie Aburto

CFP®, CRPC®

Financial Advisor

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

Financial Advisor serving Colorado and the surrounding communities.

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

Leon J. Colafrancesco

CFP®

President

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

Financial Advisor serving Colorado and the surrounding communities.

Seamount Financial Group Inc.

90 S Cascade Ave, Ste 970
Colorado Springs, CO 80903
(719) 471-1171

Erin Hardary

CFP®,MBA,CAP®,CEFT

Partner

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.

Moneta Group

200 Columbine St, Ste 220
Denver, CO 80206-4738
(720) 874-9751

Bud Lavery

CFP®

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Capstone Wealth Partners

3067 Thunder Cloud Drive
Grand Junction, CO 81504
(614) 754-7805
CONNECT WITH Bud
  • linkedin link

J.D. White

CFP®

President, Wealth Manager

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

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

White Hawk Wealth Management

340 E 1st Ave, Ste 310
Broomfield, CO 80020-2454
(303) 800-0620
CONNECT WITH J.D.
  • facebook link
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Robert Persichitte

CFP®, CPA, CFA, CFE

Financial Planner

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

Fee Only Financial Advisor serving Colorado and the surrounding communities.

Delagify Financial

5610 Ward Rd, STE 300
Arvada, CO 80002

Derek M. Tuz

CFP®, ChFC®, CLU

Owner

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

Megan Horvat

CFP®

Senior Wealth Advisor

Specialties: Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable...More

Financial Advisor serving Colorado and the surrounding communities.

Elevatus Wealth Management

285 Warren Ave
Silverthorne, CO 80498-5502
CONNECT WITH Megan
  • linkedin link

Laura A. Combs

CFP®, MBA

Executive 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