Best Financial Advisors in Greeley

Capstone Partners is a financial advisory firm that serves clients in Greeley. It offers comprehensive wealth and risk management solutions that can help individuals and businesses realize their financial goals. Its financial advisors specialize in financial planning, retirement planning, investment management, estate planning, and tax management. The team caters to the financial needs of private individuals, families, the elderly, and entrepreneurs. Bryan Andersen, one of the firm's principal financial analysts, has been in the financial services industry for nearly two decades.

With over 30 years of experience, Cosner Financial Group helps the residents of Greeley obtain their desired lifestyle. The family-owned firm assists individuals and families in managing their wealth through financial planning. It also works on evaluating and understanding a client’s risk profile to select investments that will get them on track. Cosner Financial Group also provides cash management and employer-sponsored retirement plan services to businesses. One of the firm’s professionals, Mark Kornblau, is a CFP who has been a portfolio manager for more than 30 years.

Guidepost Financial Planning serves clients in Greeley who need assistance in managing their finances. Its team of financial advisors helps individuals in working with several areas of their financial lives, including taxes, savings, budgeting, and retirement planning. They also guide clients regarding which investment portfolios suit their needs and goals. The financial advisors in the firm have more than 15 years of industry experience. They especially serve women, pre-retirees, and retirees and also welcome anyone regardless of income level or net worth.

Hinman Financial Planning is a firm that has been serving Greeley since 2015. It assists individuals with their financial planning and investment needs by executing the process of gathering data, setting and analyzing goals, implementing strategies, and reviewing and adjusting the solutions. A project planning program is also available for clients who are testing the waters and considering comprehensive financial planning. The firm's founder, Raquel Hinman, is a Certified Financial Planner with over 25 years of experience guiding people who are going through major financial transitions.

Investment Center Advisor Group provides services to Greeley and nearby communities. It specializes in preparing financial plans to help clients manage their taxes, retirement funds, estate strategies, and college expenses. It also assists in preparing for clients' investments, including common stocks, treasury bills, government securities, variable annuity, and simple IRA. Investment Center Advisor Group carries life, long-term care, and disability income insurance products. One of its team members, Kevin Dunnigan, brings over three decades of experience in the financial services industry.

Keystone Financial Services is an independent fiduciary wealth management firm that serves individuals, families, and small businesses from Greeley and the surrounding areas. It provides a wide range of financial planning services, including investment, estate, retirement, legacy, and tax planning. It also offers cash flow and budget solutions, which include debt management and mortgage review. Founder Josh Nelson is a Certified Financial Planner. He has been featured in CNBC, USA Today, U.S. News & World Report, and Investor’s Business Daily.

Level Up Financial Planning serves clients throughout Greeley and the neighboring communities. It is well-versed in catering to the financial planning needs of tech professionals, offering assistance in planning their finances and managing their investments and wealth. This fiduciary company offers multiple levels of service for various types of clients, from those in the early stages of their careers to techies with high-value investments. Lucas Casarez, company founder, is a Certified Financial Planner. The company has been featured on CBS News and The Street.

For the last six years, Millenium Financial has been providing financial advice to clients in Greeley and the surrounding areas. Whether a client is just starting his career or already facing retirement, the firm's financial advisors can guide them in all aspects of retirement planning, estate planning, insurance plans, investment management, and tax planning. Founding partners John Roessig and Zaya Thompson are Certified Financial Planners who have over four decades of combined experience in the industry.

Launched in 2015, MY Wealth Planners is a fiduciary financial advisor that serves clients in Greeley and the surrounding areas. Its line of services includes wealth planning, investment management, business benefits consulting, and divorce financial analysis. Its team holds professional credentials like Certified Financial Planner, Chartered Financial Consultant, Accredited Investment Fiduciary, and Certified Divorce Financial Analyst. Founder Daniel Yerger has received numerous recognitions, including the Longmont Area Chamber of Commerce’s 2020 Building Bridges Award and the 2018 Ambassador of the Year Award.

OakTree Financial Planning provides engineers and technology professionals in Greeley with financial planning services. It helps clients in creating and managing investment portfolios, advising on insurance matters, analyzing tax ramifications, and setting up estate planning documents like wills and powers of attorney for finances and health care. Sunit Bhalla, the firm's principal, is a Certified Financial Planner. He worked as a research and development project manager and software developer prior to opening his own financial advisory firm.

Old Town Wealth Advisors serves families and individuals in the metro of Greeley. It helps clients plan for their retirement, manage their finances, and review their investment portfolios. It also helps parents plan and prepare for their children's education. Its agents discover and identify the unique goals of the clients, analyze their financial situation, develop customized plans, implement them, and monitor and review the plans accordingly. One of its agents, Paul M. Soraci, has been a financial planner and advisor for almost four decades.

Retirement & Estate Advisors, Inc. is a financial firm serving clients in Greeley and nearby areas. It assists individuals and families in creating stability and security for financial independence. The firm handles retirement planning, estate planning, 529 college plans, profit-sharing strategies, charitable gifting, and legacy planning. Additionally, it offers insurance products for disability, long-term care, health, and Medicare Supplements. Retirement & Estate Advisors also provides retirement planning and money management classes conducted by its owner, Jeff Fanning. He has been in the industry since 1992.

Shaw & Associates provides comprehensive business and financial management solutions to clients in Greeley. With more than two decades of experience in the industry, the firm creates financial planning strategies to help clients fulfill their long-term financial objectives. It assists in tax and retirement planning and current cash flow management. The firm's CEO Kevin Shaw has been a practicing Certified Public Accountant since 1983. To give back to the community, the business supports organizations such as Realities for Children Charities and Trees Water People.

For over 25 years, Strategic Financial Management, Inc., has been serving individuals and families throughout Greeley. The firm provides various financial planning services, such as cash flow and debt management, estate conservation strategies, profit-sharing plans, life-changing events and implications, and financial advisory. It also handles retirement planning and investment management. Founder Randee Cook is a Certified Financial Planner and has licensed to represent clients in more than 30 U.S. states, including California, Texas, and Pennsylvania.

Summit View Advisors empowers the residents of Greeley to help them make better financial decisions through comprehensive financial planning, including income strategies, social security maximization, and IRA structures. It helps clients allocate assets, review investment strategies, and evaluate financial plans. The firm also provides insurance products for disability and long-term care. Summit View Advisors is an all-female financial advisors team. The firm was awarded the Best Financial Planner/Advisor by the Best of Loveland Magazine in 2019.

Tarantino Wealth Management caters to individuals, families, and businesses in Greeley. It strives to help clients plan out their goals and needs, whether they involve retirement plans, insurance policies, or investments. The company provides an environment that encourages questions and opinions from clients to help them deliberate on their financial plans. Owner Michael Tarantino is a Certified Financial Planner. He started his journey in finance at the Summit Fund program during his university years.

The Master's Financial Group, Inc., is a company that serves clients in Greeley. It advises individuals on various financial areas, including retirement and estate planning. The company has experience educating clients on budgeting and investing strategies. It also guides business owners in designing employee benefits packages. Its president and owner, Charles "Chuck" Cooper, has over 30 years of experience in the financial services industry. He holds a Registered Investment Advisor designation and works as a representative for the brokerage firm Securities America Inc.

Trail Ridge Wealth Management provides financial planning and investment management in the Greeley area. Financial advisors at the firm identify clients' personal financial goals through a planning process that considers all areas of their finances, aim to reduce the expense of pursuing above-market returns, and evaluates the tax implications of investment selections. The firm also provides trust and estate planning services. Jeffrey B. Kadavy, JD, CTFA, the firm's CEO, wrote the Directed Trusts chapter of the Colorado Estate Planning Handbook's seventh edition.

Vital Investment Management is a financial advisory firm that serves individuals in Greeley and nearby areas. It consults with clients to create financial plans based on their objectives. The firm manages investments with customized strategies and designs portfolios by combining technical analysis and research. Vital Investment Management is a member of the National Association of Personal Financial Advisors. Its founder, David Eads, is a Certified Financial Planner who has experience with tailored retirement planning.

Wealth Management Associates is a company that helps Greeley clients with analyzing their financial needs, calculating their net worth, and planning their income. The firm also guides individuals with their investments including bonds, stocks, mutual funds, ETFs, and unit investment trusts. In addition, its advisors help secure clients financially by analyzing their insurance needs. Wealth Management Associates was started by Wendell Cayton in 1989. The company uses a six-step planning process when customizing a financial plan for its clients.