Laurels

Best Financial Advisors in Lakewood
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 50 36 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Progress Wealth Management FEATURED Expertise.com

  • Business Tax Preparation
  • Business Formation

Progress Wealth Management is a financial advisory firm that assists individuals in Lakewood. It helps clients plan and prepare for their future through a wide range of financial planning services, such as retirement planning, investment advice, career advice, personal finance coaching, and tax advice. The firm's founder and lead advisor, Blaine Thiederman, is a Certified Financial Planner who has been in the wealth management industry for 12 years. The firm is also affiliated with the National Association of Personal Financial Advisors.

12183 W 57th Ln
Arvada, CO 80002

Website

Fair Advisors

  • Estate Planning

Fair Advisors is a financial planning firm that serves clients across the Lakewood metro. It works with non-profit organizations and individuals to meet their financial goals. The firm educates clients on financial concerns related to retirement, education, and healthcare. Its managing partner, Carol Fabbri, has over 15 years of experience in the financial industry and is the author of "Personal Investing: The Missing Manual." She is also the founder of the financial literacy organization Fair Advisors Institute.

200 Union Boulevard
Lakewood, CO 80228

Website

Tyler Freeman

  • Retirement Planning
  • Certified Financial Planner (CFP)

Tyler Freeman is a Certified Financial Planner affiliated with Waddell and Reed Financial Advisors. Serving Lakewood, he helps clients plan their finances, which starts with a financial review and then analyzes the data using a personal financial planning website. He then provides recommendations and assists in implementing the plan to achieve their financial goals, whether for wealth accumulation, retirement purposes, and family legacy. Before being a financial advisor, Tyler worked on a volunteer assignment in Bolivia.

11580 West Virginia Avenue
Lakewood, CO 80226

Website

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