Expertise.com

Best Financial Advisors in Highlands Ranch

2024

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Website
7001 E Belleview Ave Ste 800, Denver, CO 80237
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

Why choose this provider?

EdgeRock is a team of financial advisors serving Highlands Ranch and the surrounding areas. The team caters to individuals looking to improve their financial outlook and prepare for retirement. These financial professionals manage clients' investments and develop financial plans including strategies for Social Security, healthcare, legacy planning, and income. EdgeRock has been featured by media outlets such as USA Today, CNBC, and Investor's Business Daily. It is led by Kyle O'Dell, Certified Exit Planning Advisor with more than 20 years of industry experience.

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.
4.1
Google
4.9 / 5 (11)
Yelp
1.0 / 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.
4.8
Responsiveness
Friendliness
Helpfulness
Detail

Price: Call for Quote

SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Highlands Ranch, 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

Website
10126 Cedar Street, Firestone, CO 80504
  • Retirement Planning

Why choose this provider?

Jeanne M Adams CPA PC is a full-service accounting firm that serves individuals and businesses in Highlands Ranch and the surrounding areas. Although mainly focused on tax, accounting, and QuickBooks services for businesses, the firm also assists private individuals with personal financial planning, retirement planning, estate planning, and elder care matters. Business owner clients praise Jeanne M. Adams for preparing their financial documents in a timely manner and simplifying complex accounting and tax matters 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.
4.2
Google
4.2 / 5 (32)

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
6400 S Fiddlers Green Cir #250, Greenwood Village, CO 80111
  • Certified Financial Planner (CFP)

Why choose this provider?

Four Points Wealth Management caters to the financial planning needs of individuals in Highlands Ranch who pursue an active lifestyle. Its advisors help with investment management by customizing investment strategies and solutions. They assist in creating retirement income, planning social security, and dealing with risks. In addition, they advise individuals on how to pay taxes strategically and how to build and leave a legacy. Four Points Wealth Management also guides individuals and families through private wealth management and business succession 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
Facebook
5.0 / 5 (13)
Google
5.0 / 5 (11)

Website
8310 S. Valley Highway, Suite 205, Englewood, CO 80112
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management
  • Investment Advisor

Why choose this provider?

Jenkins Wealth is a wealth management firm that offers comprehensive services to the Highlands Ranch metro. The company helps clients in protecting their money through services such as wealth management, retirement planning, and guidance on life insurance and long-term care. Its professionals, led by CEO Brad Jenkins, assist clients in growing their money by creating investment management plans and strategies. Jenkins, a Certified Financial Planner, has more than two decades of experience in the insurance 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.
4.7
Google
4.7 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6455 South Yosemite Street, Suite 425, Greenwood Village, CO 80111
  • Estate Planning
  • Wealth Management
  • Insurance Products
  • Retirement Planning

Why choose this provider?

Wealth Strategies is a team of financial advisors that serves the residents of the Highlands Ranch metro. The team offers a wide range of financial services designed for each client's goals and needs. With over 30 years of industry experience, these advisors assist individuals and families with retirement planning and life insurance strategies. They remain active in giving back to the community by supporting various endeavors, such as Project Angel Heart's 2021 Virtual Summer Cereal Drive and Bike for Multiple Sclerosis.

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
2831 Wyecliff Way, Highlands Ranch, CO 80126
  • Financial Planning
  • Finance Planning

Why choose this provider?

David M. Kaufmann, CPA, offers accounting, tax preparation, and tax planning services to Highlands Ranch residents. He provides tax-related solutions that are crucial in creating effective financial plans. Kaufmann advises on trust or estate, investment income, and divorce tax consequences. He is part of the Denver Tax Software, Inc., whose research gave him the opportunity to improve his knowledge on taxation and financial planning. Kauffman is a member of the American Institute Of CPAs Tax Division and the Colorado Society Of CPAs.

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.
4.6

Website
1805 Shea Center Drive, Suite 220, Highlands Ranch, CO 80129
  • Certified Financial Planner (CFP)

Why choose this provider?

Personal Financial Management is a firm that serves clients in Highlands Ranch. It offers personalized wealth management solutions to individuals, families, and businesses. The firm's financial advisors are equipped to assist clients through the process of understanding and applying strategies to develop and protect their finances and assets. They handle retirement, investment, and tax planning matters. The firm's managing director and head of personal financial management, Joe Duran, is a member of the Consumer and Wealth Management Inclusion and Diversity Council.

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
9000 E. Nichols Ave., Ste. #120, Centennial, CO 80112
  • Certified Financial Planner (CFP)

Why choose this provider?

Paller Financial is a company that caters to the needs of clients in Highlands Ranch and the neighboring communities. It handles a wide range of services, including financial planning and analysis, investment management, small business advising, retirement planning, and tax preparation and management. The firm also assists with the sale of real estate properties and businesses. Paller Financial was established in 1992. Its founder, Mark Paller, is a Certified Financial Planner and certified public accountant.

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
Yelp
5.0 / 5 (2)
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
1805 Shea Center Dr., Suite 420, Highlands Ranch, CO 80129
  • Estate Planning

Why choose this provider?

Morgan Rosel offers financial planning and wealth management services to clients in Highlands Ranch. The firm delivers estate and tax planning, real estate investment consulting, and small business advisory. It provides financial guidance to high net worth families and individuals, recipients of inheritances or pension lump sums, and employees nearing retirement. Managing partner David Morgan is a CFP who worked for large firms on Wall Street for over 20 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 (31)

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
9335 Commerce Center St Unit B5, Highlands Ranch, CO 80129
  • Tax Planning

Why choose this provider?

Charter Financial Resources, a full-service investment advisory and financial planning firm founded in 1999, caters to the residents of Highlands Ranch and the surrounding areas. It helps clients save for retirement, protect their legacy, and obtain their financial goals by providing them with a broad range of services, including investment advisory, and financial, estate, tax, and insurance planning. The company also offers tax preparation services. Rick Martin, its associate advisor, is a certified public accountant.

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
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
640 Plaza Drive, Ste 120, Highlands Ranch, CO 80129
  • Financial Planning

Why choose this provider?

Vertex Financial Group is a residential mortgage provider serving Highlands Ranch. Its loan advisors offer advice to help clients determine the best refinancing options based on their unique situations. Among the refinancing choices available are investment property, primary residence, and second home. They also assist clients regarding loans and help them navigate the complex process of buying a home. They also work with various mortgage lenders and offer various packages to help determine the type of loan.

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.
4.8
Facebook
5.0 / 5 (45)
Google
4.5 / 5 (26)
Yelp
4.5 / 5 (12)

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
8120 S Holly St., Suite 200, Centennial, CO 80122
  • Tax Planning
  • Tax Preparation

Why choose this provider?

Miller & Associates CPAs, LLC, offers personal finance and tax preparation assistance to clients in Highlands Ranch. It provides financial guidance to help increase its customers' equity position and to reduce their tax liabilities. The agents of the company look into their financial goals and craft plans they can follow and implement. They also teach their clients about tax, financial, estate planning, as well as college savings plans. President Mike Miller, who has been a CPA since 1997, is an American Institute of Certified Public Accountants member.

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.
4.6
Google
4.5 / 5 (41)
Facebook
5.0 / 5 (24)
Yelp
3.7 / 5 (6)

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
2305 E Arapahoe Rd, Centennial, CO 80122
  • Certified Financial Planner (CFP)

Why choose this provider?

Front Range Financial is a full-service financial consulting firm serving clients in Highlands Ranch. The company has financial advisors who help retirees and individuals in financial planning, which includes investment, social security, and retirement planning assistance. It also handles tax reduction planning, asset protection, and wealth management. It provides other services such as estate conservation and insurance planning. The company's founder and director, Lex Hackley, is an investment advisory representative who conducts workshops on various financial subjects.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • What should you do with your finances or assets in Highlands Ranch if you are about to divorce?

    If you are getting divorced in Highlands Ranch, you should start reviewing your investment portfolios, insurance policies, retirement accounts, and income. Make sure that you include both your debts and the liabilities you will be sharing with your soon-to-be ex-spouse. You should also create a new budget that meets your projected monthly expenses and income.

  • How can you create a customized portfolio in Highlands Ranch?

    To create a customized portfolio in Highlands Ranch, you need to determine your ideal asset allocation. You have to build a portfolio tailored to your plans and preferences to maximize your returns. It is particularly helpful if you research market trends to help you understand the financial market. You can also personalize your portfolio by incorporating various investment strategies.

  • What are the Medicare eligibility requirements for individuals over 65 years old in Highlands Ranch?

    Individuals over 65 years old in Highlands Ranch may be eligible for Medicare Part A or B. For Part A full benefits, policyholders or their spouses should have worked for the government and have paid Medicare payroll taxes while employed. For Part B, they should be making Social Security or Railroad Retirement Board payments at least four months before their 65th birthday.

  • Who is excluded from the OASDI program in Highlands Ranch?

    Some specific individuals are not eligible for the OASDI program benefits in Highlands Ranch, such as state and local government employees, civilian federal employees, and persons with low net earnings. Railroad workers are also not eligible because the Railroad Retirement Program covers them, as are farm and domestic workers, because of anticipated administrative problems involving tax collection and reporting.

  • In Highlands Ranch, what post-wedding financial strategies should you consider?

    After your wedding in Highlands Ranch, it is important that you talk about finances with your spouse. If you have wedding-related debts, you and your spouse should create a realistic budget to pay them off. You can also combine your finances and use your cash gifts wisely to achieve your long-term financial goals.

  • 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.