Expertise.com

2024

Last updated:

Best Financial Advisors in Loveland, CO

Our Recommended Top 11

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 Loveland Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

28Reviewed

21Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Loveland, CO
Free Consultation

Expertise.com Rating

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.

  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Loveland, CO

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Loveland? 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.

14143 Denver West Parkway, Golden, CO 80401

Expertise.com Rating

Why choose this provider?

Wealth Management Associates Colorado is an independent financial services company serving Loveland. Schuyler Cayton founded the company, which assists individuals and families in analyzing their financial needs, calculating net worth and cash flow, and planning for retirement. It offers investment products like stocks, bonds, mutual funds, and annuities. The company, which began by providing insurance policies, carries whole, term, variable, and universal insurance. Cayton has been a Certified Financial Planner since 2011.

  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

4090 Clydesdale Parkway, Loveland, CO 80538

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Located in Loveland, Keystone Financial Services assists affluent families, executives, business owners, and institutions in preparing for their futures. It helps with matters involving investments, insurance policies, taxes, and cash flow and budgeting. The firm also offers retirement, legacy, and estate planning solutions. Founder Josh Nelson has been working in the financial services industry for over two decades. He has a Master's degree in Personal Financial Planning. Nelson also holds several designations including, CFP and Accredited Wealth Management Advisor.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

419 Canyon Ave. Ste 320, Fort Collins, CO 80521

Expertise.com Rating

Review Sources

Google
5.0 (44)

Why choose this provider?

Tarantino Wealth Management assists individuals, families, and businesses in Loveland in pursuing their financial planning goals. Its team helps create personalized strategies with a wide range of financial services. It handles investment portfolio management and analysis and risk-return assessments for stocks, bonds, and mutual funds. The firm also partners with clients in retirement planning and Social Security planning. Additionally, it has solutions for long-term care and life and disability insurance. Tarantino Wealth Management is headed by Michael Tarantino, a Certified Financial Planner.

  • Retirement Planning
  • Financial Planning

1136 East Stuart Street Bldg 2, Suite 2-100, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Google
5.0 (3)
Facebook
5.0 (1)

Why choose this provider?

JBA Wealth Management Group has over 30 years of experience providing financial advice to clients in Loveland and the surrounding communities. With over nine decades of experience among its team, the agency is able to design personalized plans in fields such as estate conservation, insurance, investment, and wealth preservation. It also handles matters like disability income insurance, money purchasing plans, traditional IRA, and government securities. JBA Wealth Management Group is in partnership with LPL Financial, a company that has ranked on the Fortune 500 list.

  • Certified Financial Planner (CFP)

290 East 25th Street, Suite 100, Loveland, CO 80538

Expertise.com Rating

Why choose this provider?

Located in Loveland, Investment Center Advisor Group serves clients throughout the metro. It suggests financial strategies to help individuals reach retirement, insurance, and tax-related goals. The company advises clients through the process of estate planning. It also deals with various types of investments, including stocks, bonds, variable annuities, and treasury bills. Kevin Dunnigan, one of the company's financial advisors, has over three decades of industry experience. He holds a master's degree in Finance and Investments.

  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

155 E. Boardwalk, Suite 300, Fort Collins, CO 80525

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

OakTree Financial Planning serves engineers and technology professionals in Loveland regarding their wealth management concerns. It assists in creating a diversified, risk-appropriate portfolio for investments and helps secure proper amounts for life, health, and disability insurance plans. It has served individuals from high-tech companies such as Hewlett-Packard, Amazon, and Google. CEO Sunit Bhalla is a Certified Financial Planner. He has presented to financial advisors at national conferences. He is also frequently quoted in publications such as The Wall Street Journal and Reuters.

  • Financial Planning

5245 Ronald Reagan Blvd Ste 2, Johnstown, CO 80534

Expertise.com Rating

Review Sources

Google
5.0 (5)
Facebook
5.0 (2)

Why choose this provider?

The Journey Financial Group gives financial and insurance solutions advice to customers in Loveland, Atlanta, and Northern Colorado. Its services include debt and tax management, retirement planning, investment management, social security maximization, and insurance planning. A fiduciary company, it looks at the clients’ overall financial picture and offers to review their wills, trusts, estate preservation plans, and present and future expenses. Its insurance products are written through Reddekopp Insurance. It is also allied with various investment advisory firms, one of which is Gradient Investments, LLC.

  • Certified Financial Planner (CFP)

440 Mountain Ave, Berthoud, CO 80513

Expertise.com Rating

Review Sources

Google
5.0 (8)

Why choose this provider?

Indelible Wealth Group is a company that offers wealth management and financial planning solutions to clients in the Loveland metro and nearby areas. It is composed of Certified Financial Planners (CFP) that provide services such as investment management, retirement planning, social security planning, estate planning, and personal financial planning. The company is headed by Jason Brooks, a CFP and Accredited Investment Fiduciary (AIF). Indelible Wealth Group is a registered investment adviser (RIA) in both Colorado and California.

  • Estate Planning
  • Wealth Management

231 S Howes St., Fort Collins, CO 80521

Expertise.com Rating

Why choose this provider?

The financial advisors at SummitView Advisors serve clients in Loveland. A female-owned and female-operated firm, SVA offers comprehensive financial planning advice on areas such as retirement, tax-advantaged investments, and wealth transfer strategies. The company also provides financial planning, income strategies, estate and inheritance planning, and divorce solutions. SummitView Advisors has experience dealing with different asset types, from bonds and stocks to real estate investment trusts and alternative investments. The company's advisors include Holly Stewart, AAMS; Kristina Paz; Jessica Beck, CFP; and Ann Neal.

  • Retirement Planning

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Free Consultation
Wealth Management Associates Colorado
14143 Denver West Parkway, Golden, CO 80401
Keystone Financial Services
4090 Clydesdale Parkway, Loveland, CO 80538
Tarantino Wealth Management
419 Canyon Ave. Ste 320, Fort Collins, CO 80521
JBA Wealth Management Group
1136 East Stuart Street Bldg 2, Suite 2-100, Fort Collins, CO 80525
Investment Center Advisor Group
290 East 25th Street, Suite 100, Loveland, CO 80538
OakTree Financial Planning
155 E. Boardwalk, Suite 300, Fort Collins, CO 80525
The Journey Financial Group
5245 Ronald Reagan Blvd Ste 2, Johnstown, CO 80534
Indelible Wealth Group
440 Mountain Ave, Berthoud, CO 80513
Summit View Advisors
231 S Howes St., Fort Collins, CO 80521

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.

  • When is the right time to hire a financial advisor in Loveland?

    Residents of Loveland who are interested in investing in the city's growing economy should consider hiring a financial advisor. These professionals help people navigate the complexities of the market to help them make informed decisions about their financial future. Around 40% of the population of Loveland are degree holders - making it one of the best places to get a financial advisor.

  • Are there income limits for contributing to a Roth 401k in Loveland?

    There is no income limit for contributions for a Roth 401k plan. If your Loveland workplace offers a Roth 401k plan, you can contribute to the account regardless of income. It is, however, subject to the yearly contribution limitations. To be eligible, the plan must be started before reaching 73.

  • Can teens in Loveland open a Roth IRA?

    Yes, teenagers in Loveland who earn income from a job can open a Roth IRA. It provides a chance for teens to start a retirement fund early and benefit from tax-free growth and withdrawals in the future. Until the account holder reaches legal age, a teenager's parent or guardian serves as the custodian of the account.

  • What is the difference between traditional and Roth IRAs in Loveland?

    In Loveland, the difference between a traditional and Roth IRA lies in how they are taxed. Contributions to a traditional IRA are made using pre-tax money and may reduce current taxes. However, withdrawals during retirement are taxed as ordinary income. Roth IRA contributions, on the other hand, are made with after-tax money and do not result in an instant tax deduction. Yet, withdrawals in retirement are tax-free, making it an advantageous option for those expecting higher income tax rates in the future.

  • What is universal life insurance in Loveland?

    Universal life insurance in Loveland combines term and whole life insurance. You pay premiums to the insurance company, which covers the insurance cost and invests the rest for cash value growth. You can't control the investments, but you can adjust premiums and death benefits based on your needs. Withdrawals up to the premiums you paid are tax-free. It's possible to structure the policy to cover premiums without extra payments. Consulting a professional can help explore options.

  • 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.