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Best Financial Advisors in Longmont

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Longmont, COLongmont, CO

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.

Longmont, COLongmont, CO

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: --

2919 Valmont rd. Suite 109, Boulder, CO 80301
Boulder, CO 80301
  • Finance Planning

Ambient Financial Advisors serves individuals and families in the Longmont area. It uses the program, WealthVision, as a central hub for clients' financial data, allowing the company and clients to set financial goals according to the data and stress test them using hypothetical situations. It also offers investment management, offering socially responsible investments through environmental, social, and governance portfolios. Founder Jeffrey D. Hill holds the Certified Financial Planner designation. He is a member of the Colorado Financial Planning Association.

2919 Valmont rd. Suite 109, Boulder, CO 80301
Boulder, CO 80301

Website(303) 747-5688

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6175 Misty Way, Longmont, CO 80503
Longmont, CO 80503

Atlas Capital is an independent and locally owned financial management firm serving Longmont residents. It provides financial and retirement planning services that incorporate the clients' interests and goals. With more than 23 years of experience in the industry, its advisors deal with equities and treasury bonds to complex investments. Founder Doug Carey is the creator of WealthTrace, a financial and retirement planning software designed for individuals to take control of their financial and retirement situation.

6175 Misty Way, Longmont, CO 80503
Longmont, CO 80503

Website(702) 282-5668

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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:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

18 (Better)

Score Consistency:

Consistent (Best)

2595 Canyon Blvd Suite 220, Boulder, CO 80302
Boulder, CO 80302

Boulder Wealth Advisors caters to individuals, families, and businesses in Longmont and the neighboring communities. It helps clients preserve their wealth and achieve their financial goals by assisting them in managing their investments, reducing their taxes, coordinating their estate plans, and planning their retirement. Its team of professionals analyzes customers' specific situations and objectives and creates a financial plan that suits their needs. Gary Shirman, one of the managing partners of the company, has earned the ChFC designation.

2595 Canyon Blvd Suite 220, Boulder, CO 80302
Boulder, CO 80302

Website(303) 444-1161

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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+

2187 Steppe Dr., Longmont, CO 80504
Longmont, CO 80504
  • Financial Planning

Funderburk Financial is an independent firm in Longmont that provides insurance needs assessments, develops estate planning and business succession strategies, helps manage investments, and assists with college funding. It also creates plans for retirement incomes and Social Security benefits. Through its network of banking, insurance, investment, law, and tax experts, the firm formulates solutions to aid individuals in pursuing their financial objectives. Founder Billy Funderburk holds an MBA and a CFP designation. He is a member of the Financial Planning Association.

2187 Steppe Dr., Longmont, CO 80504
Longmont, CO 80504

Website(303) 485-0488

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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:

4 (Good)

Score Consistency:

Consistent (Best)

4551 13th Street, Unit C, Boulder, CO 80304
Boulder, CO 80304
  • Estate Planning

Gold Medal Waters is a financial advisory firm that caters to the residents of Longmont. The firm offers comprehensive or ad hoc financial plans and implementation strategies for medical professionals and high-income individuals. Its professional advisors help develop spending and budgeting policies, Social Security maximization strategies, and investment portfolios. These advisors hold designations such as Certified Financial Planners and Certified Investment Management Analysts. Gold Medal Waters is a member of the National Association of Personal Financial Advisors.

4551 13th Street, Unit C, Boulder, CO 80304
Boulder, CO 80304

Website(720) 887-1299

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710 Tenacity Drive, Suite 101, Longmont, CO 80504
Longmont, CO 80504
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

Hattig Financial Company has been rendering wealth management solutions to the Longmont community for over two decades. To help individuals prepare for their retirement, it develops strategies to maximize their retirement incomes, pensions, Social Security and death benefits, and tax efficiency. It also assists with investment management, asset titling, beneficiary designation, estate distribution, long-term care planning, and charitable giving. Its president Joshua Hattig holds a degree in Business Management and Finance. He is also a CFP.

710 Tenacity Drive, Suite 101, Longmont, CO 80504
Longmont, CO 80504

Website(303) 772-6324

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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:

3.9 / 5 ( Good)

Total Reviews:

7 (Good)

Score Consistency:

Variable (Good)

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+

2907 17th Ave., Suite A, Longmont, CO 80503
Longmont, CO 80503
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Investment Management
  • Financial Planning

Lifetime Investment Planning, Inc., is an independent financial services and consulting firm that serves Longmont. It educates clients on the products available for them and provides customized wealth planning solutions to help them achieve their financial goals. It handles college, estate, retirement, and legacy planning. It also guides customers on various investment vehicles, such as bonds, mutual funds, and stocks. In addition, the company deals with disability income, life, and long-term care insurance.

2907 17th Ave., Suite A, Longmont, CO 80503
Longmont, CO 80503

Website(303) 678-7808

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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+

402 Main Street, Longmont, CO 80501
Longmont, CO 80501
  • Financial Planning
  • Wealth Management

My Wealth Planners is a financial advisory firm that caters to clients in Longmont. It offers wealth and investment management advice, business benefits consulting, and divorce financial analysis from Certified Financial Planners and Accredited Investment Fiduciaries. The firm has model-driven portfolios for clients based on their financial goals, risk tolerances, and time horizons. Daniel Yerger, president, has received several recognitions in financial planning, such as the Building Bridges Award by Longmont Area Chamber of Commerce in 2020 and the Ambassador of the Year Award in 2018.

402 Main Street, Longmont, CO 80501
Longmont, CO 80501

Website(303) 600-3757

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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:

13 (Better)

Score Consistency:

Consistent (Best)

940 Kimbark St, Longmont, CO 80501
Longmont, CO 80501
  • Wealth Management

Vivant Financial Services offers investment guidance and financial planning services to families, retirees, and business owners in Longmont. Its scope of work ranges from helping individuals and businesses use tax-reduction strategies in their financial dealings to assisting senior citizens in incorporating assets like pension and real estate into their retirement plans. Estate planning services are also available. Company president Ryan L. Mason holds the Accredited Asset Management Specialist designation from the College for Financial Planning.

940 Kimbark St, Longmont, CO 80501
Longmont, CO 80501

Website(720) 797-5967

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Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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