Expertise.com

2024

Last updated:

Best Financial Advisors in Greeley

Our Recommended Top 19

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Greeley Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

42Reviewed

32Curated

19Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Greeley, CO
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Greeley, CO

Why choose this provider?

Need help contacting a Financial Advisor in Greeley? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
419 Canyon Ave. Ste 320, Fort Collins, CO 80521
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

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 (39)

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

Website
6500 29th Street Suite 210, Greeley, CO 80634
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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)

Website
568 Briggs Street, Erie, CO 80516
  • Investment Management
  • Financial Planning

Why choose this provider?

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.

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

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

Website
4090 Clydesdale Pkwy, Loveland, CO 80538
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Why choose this provider?

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.

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
231 S Howes St, Fort Collins, CO 80521
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

Website
2020 Caribou Dr. Suite 102, Fort Collins, CO 80525
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
4045 St Cloud Drive, Loveland, CO 80538
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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)

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

Website
4101 S Taft Hill Rd e5, Greeley, CO 80526
  • Chartered Financial Analyst (CFA)

Why choose this provider?

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.

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

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

Website
204 Maple St. #104, Fort Collins, CO 80521
  • Estate Planning
  • Retirement Planning
  • Wealth Management

Why choose this provider?

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.

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
3545 W. 12th St. Suite 202, Greeley, CO 80634
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

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.

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)
Yelp
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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
4025 Automation Way B4, Fort Collins, CO 80525
  • Wealth Management

Why choose this provider?

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.

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

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

Website
6309 Sienna Dr, Timnath, CO 80547
  • Financial Planning

Why choose this provider?

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.

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

Website
2601 South Lemay #32, Fort Collins, CO 80525
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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
Responsiveness
Friendliness
Helpfulness
Detail

Website
402 Main Street, Longmont, CO 80501
  • Tax Planning
  • Financial Planning

Why choose this provider?

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.

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 (12)

Website
290 East 25th Street, Suite 100, Loveland, CO 80538
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

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

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

Website
1931 65th Ave B, Greeley, CO 80634
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

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.

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
4703 Boardwalk Drive Bldg B, Suite 1, Fort Collins, CO 80525
  • Retirement Planning

Why choose this provider?

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.

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 (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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Why should a person generally not work for free in Greeley?

    A person in Greeley should generally not work for free because time is a valuable resource that can be translated into money. A person who gives away services without charging is wasting time instead of spending hours and minutes on a job that actually pays. The exception are activities that cannot be valued in terms of cash, like time spent with family or watching children grow.

  • What is the advantage in Greeley of going with a fee-only financial planner?

    In Greeley, a fee-only financial planner is advantageous because these professionals enjoy a level of independence others in the finance field do not. Since these individuals do not receive commissions from the providers of financial products, their advice is optimized to consider only the client's needs, and there is no obligation to sell any specific options from particular companies.

  • If tech stocks in Greeley are doing unusually well, is it okay to place all of one's investments in the technology sector?

    No, even if tech stocks are doing unusually well in Greeley, it is not advisable to put all of one's investments in that sector. Diversification is essential, and the individual has to put money into other fields, like hospitality or education. Placing all of one's bets in a single area is extremely risky and could tank one's earnings as soon as any economic downturn happens.

  • Can a business in Greeley generally use a net operating loss deduction if it exclusively experiences losses on the sale of capital assets?

    No, a business in Greeley generally cannot use a net operating loss deduction if it records losses exclusively from the sale of capital assets. The law usually does not permit capital losses to be used as the basis for requesting these deductions. The impact has to come from ordinary assets that the venture ordinarily offers to the public.

  • Why does it make more tax sense in Greeley and elsewhere for a business to buy a big SUV instead of a small car?

    In Greeley, it makes more sense tax-wise to get a heavy SUV for business purposes because of how tax depreciation rules work. There are maximum caps on how much a car can be depreciated each year before being sold. These caps do not exist when the vehicle concerned is an SUV or a truck, letting a seller heavily reduce or zero out capital gains tax faster.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.