Best Financial Advisors in Aurora

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Aurora, CO

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Price: Free consultation

SmartAdvisor by SmartAsset

A&I Financial Services logo
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License Verified:

License: 148357

Investment Adviser Public Disclosure Database, SEC

A&I Financial Services

9800 Mt. Pyramid Ct. Suite 450, Englewood, CO 80112
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  • Certified Financial Planner (CFP)

Business Description

A&I Financial Services serves customers' needs in Aurora and its surrounding communities. Its clients include individuals, families, and business owners. The firm offers advanced financial, tax, retirement, estate planning, and wealth and investment management. Its advisors guide clients regarding concentrated stock strategies and give investment recommendations that consider environmental, governance, and social factors. A&I Financial Services is a family-owned company that has helped clients make financial decisions for more than 35 years.

License Verified:

License: 148357

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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A&I Financial Services

AG Financial Services, Inc. logo
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License Verified:

License: 1425143

Investment Adviser Public Disclosure Database, SEC

AG Financial Services, Inc.

3650 South Yosemite Street Suite 410, Denver, CO 80237
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  • Certified Financial Planner (CFP)

Business Description

AG Financial Services, Inc., offers financial solutions to the residents and businesses of Aurora. Since 1988, it has been helping individuals and families manage their investments through portfolio evaluation and retirement account analysis. It also offers retirement income planning, risk management, insurance analysis, and estate planning. The firm works with entrepreneurs seeking to learn proper money management techniques. AG Financial Services also helps young clients find income sources for further education or retirement.

License Verified:

License: 1425143

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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AG Financial Services, Inc.

Beacon Pointe logo
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Beacon Pointe

700 17th Street, Denver, CO 80202
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  • Private Wealth Advisor
  • Retirement Planning

Business Description

Beacon Pointe is an independent wealth advisory firm serving individuals and businesses in Aurora. It provides retirement planning services for individuals and consultations for institutions. Its private wealth management services include asset allocation and customized investment portfolios as well as regular monitoring of investments and making adjustments as needed. The firm has been in the business since 2002 and has 25 offices across the USA. It was added to the list of the 2021 Best-in-State Wealth Advisors by Forbes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Beacon Pointe

Catalyst Retirement Advisors logo
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Catalyst Retirement Advisors

7900 East Union Avenue, Denver, CO 80237
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  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Business Description

Catalyst Retirement Advisors provides services to individuals, professionals, executives, and business owners in Aurora. The firm works closely with its clients to explore various aspects of their financial situations and prioritize across a full range of retirement goals. Its financial professionals help clients accumulate wealth and structure assets, transition saving strategies into spending strategies, manage risks, and distribute assets. The firm's principal advisor and wealth manager, Ronald C. Lottridge, is also a Certified Financial Planner.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Catalyst Retirement Advisors

Clear Creek Advisors logo
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License Verified:

License: 288335

Investment Adviser Public Disclosure Database, SEC

Clear Creek Advisors

7800 East Union Ave. Suite 585, Denver, CO 80237
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  • Certified Financial Planner (CFP)

Business Description

Clear Creek Advisors caters to clients in Aurora and the surrounding areas. The firm provides personalized advice to clients, helping them achieve financial stability. Among its services are tax management, asset location, income planning, legacy planning, and risk management. Its advisors evaluate each client's financial situation and determine the priorities before developing and implementing strategies. Founder and president Erik Krom is an Investment Adviser Representative who has been protecting and growing families' wealth for over 16 years.

License Verified:

License: 288335

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Clear Creek Advisors

Colorado Financial Advisors logo
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Colorado Financial Advisors

5105 DTC Parkway, Greenwood Village, CO 80111
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  • Retirement Planning
  • Insurance Products

Business Description

Established in 1990, Colorado Financial Advisors is a group of independent agents who have been providing financial planning services to individuals, families, and entrepreneurs in Aurora. The firm assists with budgeting, savings, and growing its clients' wealth through various solutions, including retirement planning, investments, life insurance, and variable annuities. Its Certified Financial Planners also help clients set up their minimum reserves, eliminate debt, minimize taxes, and allocate or manage their money.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (37)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Colorado Financial Advisors

Colorado Wealth Group logo
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Colorado Wealth Group

1345 South Broadway, Denver, CO 80210
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  • Certified Financial Planner (CFP)

Business Description

Colorado Wealth Group provides financial advising services to clients in the Aurora area. It offers various financial planning services, such as tax and business planning, to help individuals strategize their income, cash flow, retirement, and educational funding. It also handles insurance services to secure the long- and short-term financial needs of clients and their families. The company's founder and CEO, Steven Harp, holds the Accredited Investment Fiduciary, Chartered Financial Consultant, and Certified in Long-Term Care designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (72)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Colorado Wealth Group

Crestone Capital, LLC logo
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Crestone Capital, LLC

1048 Pearl St, Suite 450, Boulder, CO 80302
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Business Description

Crestone Capital is an independent financial advising firm that provides wealth management services to entrepreneurs and business owners across the U.S. The firm offers solutions tailored to its clients' complex financial situations and unique goals. The firm also updates its clients through quarterly meetings, monthly and semi-annual conferences, and private events. Clients have real-time access to their investment portfolios online through Crestone’s client portal. Crestone has over 30 years of experience in the industry and manages $3.6 billion in assets.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.3
Google
4.3 / 5 (11)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
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Crestone Capital, LLC

EdgeRock Wealth Management logo
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License Verified:

License: 312325

Investment Adviser Public Disclosure Database, SEC

EdgeRock Wealth Management

7887 E Belleview Ave, Suite 240, Englewood, CO 80111
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  • Tax Preparation
  • Tax Planning

Business Description

An independent financial services firm with locations in Denver and Grand Junction, EdgeRock Wealth Management caters to the investment and insurance needs of individuals, families, and businesses in Aurora. Its advisors create clients' summit plans that cover income, social security, healthcare, and legacy planning with minimized tax liability, maximized savings, and market volatility protection. Striving to build personal relationships while managing people's money, the company engages its clients through events like wine tasting and Topgolf visits.

License Verified:

License: 312325

Investment Adviser Public Disclosure Database, SEC

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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EdgeRock Wealth Management

G&S Capital logo
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G&S Capital

7887 East Belleview Avenue, Greenwood Village, CO 80111
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  • Certified Financial Planner (CFP)

Business Description

G&S Capital is a financial service company that helps clients in Aurora and the surrounding areas in the nitty-gritty side of investments and financial planning. The firm provides customized investment advice based on the clients' needs and goals. From there, its financial managers create strategies for the clients' individual stocks, traded funds, or municipal bond ladders. Apart from that, it also helps people with their corporate retirement plans and 401(K). G&S Capital is a member of the National Association of Personal Financial Advisors.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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G&S Capital

Holliger Financial Consulting logo
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License Verified:

License: 2226959

Investment Adviser Public Disclosure Database, SEC

Holliger Financial Consulting

1029 Syracuse Ct, Denver, CO 80230
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  • Certified Financial Planner (CFP)

Business Description

Holliger Financial Consulting is an independent firm serving Aurora and its surrounding communities. It helps individuals and families in customizing an investment strategy to reach their goals through financial planning, wealth management, and insurance planning. Services include financial advisory, risk management, and tax reduction. One of its managing partners, Thomas Holliger, is a Certified Financial Planner who has been working in the industry since 1991. He works with high-net-worth individuals in monitoring an implemented strategy and making necessary adjustments.

License Verified:

License: 2226959

Investment Adviser Public Disclosure Database, SEC

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Holliger Financial Consulting

Impactfolio logo
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Impactfolio

44 Cook Street, Denver, CO 80206
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  • Estate Planning
  • Certified Financial Planner (CFP)

Business Description

Impactfolio is a financial advisory company that serves Aurora and the surrounding communities. The firm focuses on providing financial planning and portfolio management to clients. Its financial planning services include investment planning, cash flow planning, tax planning, insurance review, and retirement planning. Its advisors also help clients in creating a portfolio that best fits their goals. One of the firm's advisors, Rebecca Kennedy, has been a Certified Financial Planner since 2002 and is a member of The National Association of Personal Financial Advisors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
3.9
Google
5.0 / 5 (10)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Impactfolio

Janiczek Wealth Management logo
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Janiczek Wealth Management

7001 East Belleview Avenue, Denver, CO 80237
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  • Certified Financial Planner (CFP)

Business Description

Janiczek Wealth Management specializes in financial planning services. It assists high-net-worth and ultra-high-net-worth individuals in Aurora needing wealth management, asset inflow, investment performance, and estate tax services. It also caters to clients who want to prepare for their retirement and lifestyle and financial transitions. Janiczek Wealth Management has been recognized by Forbes as the Best-In-State Wealth Advisors for two consecutive years. It also supports Make A Wish, an organization focusing on helping children with critical illnesses.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Janiczek Wealth Management

Kuhn Advisors, Inc. logo
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License Verified:

License: CRD#: 117816

Investment Adviser Public Disclosure Database, SEC

Kuhn Advisors, Inc.

2373 Central Park Blvd. Suite 100, Denver, CO 80238
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  • Estate Planning

Business Description

Kuhn Advisors, Inc., has been working with individuals in Aurora since 1993. Its financial planning service helps clients achieve their goals. The company creates an investment portfolio that fits a person's risk tolerance. It helps clients prepare for retirement, recommending solutions to cover their twilight-year expenses. It also helps customers make charitable contributions and create educational funds. Founder Mark Kuhn is a certified public accountant who worked at Duke University for 20 years.

License Verified:

License: CRD#: 117816

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Kuhn Advisors, Inc.

Maia Wealth logo
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Maia Wealth

1401 17th Street, Denver, CO 80202
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  • Estate Planning
  • Private Wealth Advisor
  • Tax Planning

Business Description

Maia Wealth is an independent fiduciary providing financial advisory services to clients in Aurora and the surrounding areas. It helps business owners, investors, and individuals maintain and secure their wealth by offering various financial planning services. These include estate planning, risk management, tax strategies, educational funds, and retirement planning. It also caters to individuals who need assistance in managing their investments and preserving their capital. In addition, Maia Wealth partners with portfolio managers, accountants, and attorneys.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (23)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Maia Wealth

Moneta logo
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Moneta

200 Columbine Street, Denver, CO 80206
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  • Certified Financial Planner (CFP)

Business Description

Moneta is an independent financial advising firm that serves the residents of Aurora and the neighboring communities. It provides a variety of services, including wealth management, retirement planning, and fiduciary estate management. The firm has been around for more than 150 years and has assisted clients throughout various events such as The Great Depression of 1933. Moneta currently has over $27 billion in assets under management (AUM). It has also been nationally recognized by InvestmentNews as one of the "Best Places to Work for Financial Advisers."

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
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Moneta

Ryan Financial Inc. logo
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Ryan Financial Inc.

7800 East Union Avenue, Denver, CO 80237
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  • Certified Financial Planner (CFP)

Business Description

Ryan Financial Inc. helps clients in Aurora pursue their financial goals. It utilizes a software system that analyzes market behavior to offer customized financial strategies and guide individuals with their investments. It also offers various financial planning services for insurance, tax, retirement, estate, and lifestyle. The company was founded in 2000 by Robert Ryan, a former chairman of the New Horizons Community Credit Union’s scholarship fund and a member of the Leukemia and Lymphoma Society's board of directors.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
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Ryan Financial Inc.

Stordahl Capital Management logo
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License Verified:

License: 287916

Investment Adviser Public Disclosure Database, SEC

Stordahl Capital Management

8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111
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  • Certified Financial Planner (CFP)
  • Retirement Planning

Business Description

Stordahl Capital Management provides clients in Aurora with financial planning services. Its advisors work closely with clients in developing investment management strategies that can help them achieve their goals, whether it is to pay off debts, minimize taxes, or prepare for retirement. They also help individuals manage their finances, create a cash flow plan, and draft wills. The firm's founder, Bill Stordahl, is a Certified Financial Planner. He reorganized the firm in 2017 to focus on guiding clients in planning their financial lives.

License Verified:

License: 287916

Investment Adviser Public Disclosure Database, SEC

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Stordahl Capital Management

Trilogy Financial logo
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Trilogy Financial

101 University Blvd 450, Denver, CO 80206
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  • Certified Financial Planner (CFP)

Business Description

Trilogy financial is a firm of financial advisors in Huntington Beach that works with clients in Aurora. The company offers advice in retirement planning, insurance services, wealth and asset management, estate planning and investment strategies, and college and education planning. It gives benefits that include life and disability coverage, comprehensive health insurance, career development, mentorship, and education. Trilogy has been serving clients since 1999 and was recognized by The Orange County Register as having one of the top workplaces in 2019.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Trilogy Financial

Value Financial Advisers, Inc. logo
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Value Financial Advisers, Inc.

3600 South Beeler Street, Denver, CO 80237
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  • Certified Financial Planner (CFP)

Business Description

Value Financial Advisers, Inc., serves Aurora and the surrounding communities. Established in 1983, it offers portfolio management services to individuals who handle investments. As a fiduciary, it is capable of providing financial planning and wealth management solutions as well. The company's financial advisors are committed to studying the strategies of investors from around the world and incorporating these into their plans. Additionally, they have experience in guiding clients when it comes to retirement planning and estate management.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Value Financial Advisers, Inc.

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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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