Laurels

Best Financial Advisors in Fort Collins
2022

Chapel & Collins

Chapel & Collins

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Chapel & Collins is an independent firm that has been serving clients in Fort Collins since 2006. It offers comprehensive financial planning services, including retirement, tax, education, and estate planning. It also develops customized investment plans based on goals, assets, and risks analysis; liquidity needs; tax implications; and time frame. Moreover, it recommends plan modifications based on economic and financial market shifts. The firm's founding partner, Dennis Collins, has been a financial advisor since 1996. He is also a Certified Financial Planner.

224 Canyon Avenue
Fort Collins, CO 80521

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

Dunnigan Financial Group

Dunnigan Financial Group

  • Estate Planning
  • Retirement Planning

Dunnigan Financial Group is a wealth management firm that serves Fort Collins. It advises clients in the areas of financial planning, investment management, retirement planning, and estate planning. Its professionals also assist clients in developing customized plans to secure their investments, personal affairs, and finances. President and CEO Shawn W. Dunnigan holds an MBA with a concentration in financial institutions and markets. He is also a Certified Financial Planner with over three decades of experience.

215 West Oak Street
Fort Collins, CO 80521

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Financial Planning Fort Collins

Financial Planning Fort Collins

  • Certified Financial Planner (CFP)
  • Tax Preparation

Financial Planning Fort Collins provides services to clients around the area. It specializes in investment management services to help clients improve their portfolios according to their financial needs and goals. With over 30 years of combined experience in the finance field, its team offers tax strategy services to assists individuals in preparing for their income tax. Financial Planning Fort Collins was founded by Jason Speciner, who has been in the financial industry since 2004.

375 East Horsetooth Road
Fort Collins, CO 80525

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Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Focus Financial Strategies LLC

Focus Financial Strategies LLC

  • Insurance Products
  • Business Formation

Focus Financial Strategies LLC is a team of wealth advisors that caters to individual and business clients in Fort Collins. It offers financial planning, estate planning, asset protection, charitable planning, and wealth management solutions. The company also provides disability and extended care needs. Its founder, William Hastings, has garnered experience in marketing, development, planned charitable giving, and estate planning through his 13 years of service in non-profit organizations. Focus Financial Strategies has been lending its expertise for over 25 years.

1136 East Stuart Street
Fort Collins, CO 80525

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Goldman Sachs Personal Financial Management

Goldman Sachs Personal Financial Management

  • Certified Financial Planner (CFP)

Goldman Sachs Personal Financial Management has a team of financial advisors that serves Fort Collins. They help with the coordination and planning of family foundations, trusts, estates, and wealth transfers. They also advise clients on investment management, budgeting, retirement planning, as well as tax and accounting matters. One of the team's financial advisors, Quinn McElwee, has been in the financial services industry since 2000. Quinn is a Certified Financial Planner and previously worked for Merrill Lynch.

401 West Mountain Avenue
Fort Collins, CO 80521

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Guidepost Financial Planning

Guidepost Financial Planning

  • Certified Financial Planner (CFP)

Guidepost Financial Planning offers a wide range of wealth management services for individuals and families in Fort Collins and the surrounding areas. Its team of advisors provides recommendations on areas related to tax planning, investments, insurance, estate planning, retirement, and budgeting. Additionally, the company offers brief financial checkups for project-based planning. Guidepost Financial Planning is a NAPFA member. It gives back to the community by participating in various volunteer work for local non-profits and social groups.

2601 South Lemay Avenue
Fort Collins, CO 80525

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Impact Financial Strategies

Impact Financial Strategies

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Impact Financial Strategies helps individuals, businesses, and not-for-profits in Fort Collins manage their finances. It offers business, retirement, and financial planning services to assist clients in control their wealth. It also handles charitable giving, trusts, and estate services to guide clients in the distribution of their legacy to their heirs or loved ones. One of its team members, Deborah Lacey, is a certified public accountant with over a decade of experience in the finance industry.

3711 John F Kennedy Parkway
Fort Collins, CO 80525

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

JBA Wealth Management Group

JBA Wealth Management Group

  • Certified Financial Planner (CFP)
  • Retirement Planning

Established in 1984, JBA Wealth Management Group in Fort Collins provides clients with a selection of financial planning solutions. The company can guide clients in making financial plans that consider factors such as insurance and education. Its staff can also educate clients on available investment options that align with their financial goals. Melissa Dixon, one of the company's financial advisors, holds the certified financial planner designation. She has been working in the financial services industry for over a decade.

1136 East Stuart Street
Fort Collins, CO 80525

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Mountain Wealth Financial Planners

Mountain Wealth Financial Planners

  • Certified Financial Planner (CFP)

Mountain Wealth Financial Planners was established in Fort Collins in 2005. It offers financial planning services that involve goals and data gathering, analysis and evaluation, plan implementation, and monitoring. It uses a wealth management system called eMoney advisor, where clients can manage their assets, estate and retirement plans, cash flow models, and private documents. Founder Mitch O'Hare has been in the financial services industry since 2002. He is a Certified Financial Planner and a member of the Financial Planning Association.

515 South Howes Street
Fort Collins, CO 80521

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Northwestern Mutual

Northwestern Mutual

  • Retirement Planning
  • Insurance Products

Founded in 1859, Northwestern Mutual is a mutual investment company providing customized financial solutions to Fort Collins residents. Its services include financial planning, long-term care planning, retirement planning, wealth management, and college saving plans. Its team of financial advisors and representatives creates strategic combinations of investment and insurance aligned with clients' financial goals. As of 2021, Northwestern Mutual ranks 90 on the Fortune 500 list. In addition, it was named one of the world's most admired companies by Fortune Magazine.

3665 John F Kennedy Parkway
Fort Collins, CO 80525

Website

Website

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.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

OakTree Financial Planning

OakTree Financial Planning

  • Estate Planning
  • Retirement Planning
  • Insurance Products
  • Tax Planning

OakTree Financial Planning is a firm in Fort Collins that offers fee-only services for engineers. The company creates and manages investment portfolios that consider the clients' IRA, 403(b) and 401(k) plans, and taxable and investment accounts. The firm also assists its clients in areas related to insurance, taxes, and estate planning. OakTree Financial Planning is a member of the National Association of Personal Financial Advisors. It has worked with clients from Amazon, Google, Hewlett-Packard, and Schneider Electric.

155 East Boardwalk Drive
Fort Collins, CO 80525

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Retirement & Estate Advisors, Inc.

Retirement & Estate Advisors, Inc.

  • Certified Financial Planner (CFP)

Retirement & Estate Advisors, Inc., provides services to clients in Fort Collins. It helps individuals and business owners pursue their short-term and long-term goals by offering financial, retirement, estate, charitable gifts, and health insurance planning services. It also caters to clients needing guidance in pension and profit sharing, college savings, and special needs plans. Its president and owner, Jeffery Fanning, is a licensed Investment Advisor Representative in Georgia, South Dakota, Idaho, Florida, and Wyoming.

4703 East Boardwalk Drive
Fort Collins, CO 80525

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Shaw & Associates CPAs & Financial Advisors

Shaw & Associates CPAs & Financial Advisors

  • Tax Planning

Shaw & Associates CPAs & Financial Advisors provides business and financial services to Fort Collins residents. Its team of CPAs and financial advisors helps individuals, businesses, and families organize and plan their finances by offering financial management services such as accounting, bookkeeping, and QuickBooks consulting and training. They also assist in tax preparation by reviewing each client's tax position, helping them file taxes, and advising them on strategies that reduce tax liabilities. The firm also provides IRS audit representation to help clients resolve tax issues.

1044 West Drake Road
Fort Collins, CO 80526

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

The Planning and Investment Center, Inc.

The Planning and Investment Center, Inc.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Tax Planning

The Planning and Investment Center, Inc., is a firm that serves clients in Fort Collins. It offers written financial plans for estates, taxes, and retirement. The company also provides investment products such as exchange-traded funds, stocks, bonds, annuities, and mutual funds. In addition, its team of professionals handles managed accounts, insurance planning and implementation, risk determination, and existing investment analysis. Stephen Everett, the company president has more than 35 years of financial planning experience. He is a member of the Financial Services Institute.

760 Whalers Way
Fort Collins, CO 80525

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Trail Ridge Wealth Management

Trail Ridge Wealth Management

  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Trail Ridge Wealth Management is a financial advisory firm that serves the residents of Fort Collins and the surrounding areas. It helps clients attain their personal goals through financial planning, investment management, and tax and estate planning services. President and CEO Jeffrey B. Kadavy has been working in the financial services field for more than 15 years. He is a member of the Northern Colorado Estate Planning Council and the Professional Advisors Council of the Community First Foundation.

2020 Caribou Drive
Fort Collins, CO 80525

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Wealth Management Associates Colorado

Wealth Management Associates Colorado

  • Certified Financial Planner (CFP)

Wealth Management Associates Colorado caters to clients in Fort Collins who want to manage their wealth and finances. It offers several financial planning services to help individuals and business owners plan for their retirement, investments, insurance, estates, and lifestyle. It also develops business succession plans focusing on tax consequences, retirement projections, and business valuation and reconstruction. Its investment advisor representative, Jody J. Roth, is a graduate of Sociology and Justice degree and has been working in the finance industry since 1999.

4025 Automation Way
Fort Collins, CO 80525-3446

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Wealth Management Group, LLC

Wealth Management Group, LLC

  • Certified Financial Planner (CFP)
  • Private Wealth Advisor
  • Tax Planning

Wealth Management Group, LLC, is an independent financial advisory firm that services clients in the Fort Collins metro and surrounding areas. Its team of advisors helps clients manage their wealth through financial planning, education planning, retirement planning, and estate planning. In addition, the firm offers financial guidance regarding tax minimization and insurance analysis. Wealth Management Group, LLC, provides personalized advice and strategies suitable to each client's specific goals and needs. The firm's president, Brian Niemann, regularly volunteers to civic and charitable organizations.

409 Mason Court
Fort Collins, CO 80524

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A

Helpfulness: A

Detail: --

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