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Best Financial Advisors in Thornton

2024

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SmartAdvisor by SmartAsset

Thornton, CO
  • Estate Planning
  • Investment Management
  • Financial Planning
  • 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
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Price: Free Consultation

Thornton, CO

Why choose this provider?

Need help contacting a Financial Advisor in Thornton? 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
3200 Cherry Creek Drive South, Suite 280, Denver, CO 80209
  • Estate Planning
  • Retirement Planning
  • Business Succession Planning

Why choose this provider?

Global Wealth Strategies & Associates helps individuals, families, and businesses in Thornton and neighboring areas implement a comprehensive financial planning model consistent with their values and objectives. Its team provides retirement planning, cash flow management, business succession planning, and insurance planning services that are focused on risk minimization, tax efficiency maximization, and investment returns optimization. Having been in the financial industry since 2002, founder Adam Way has earned numerous professional designations, including CFP®, AEP®, ChFC®, AIF®, CLU®, and CLTC®.

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 (181)
Facebook
5.0 / 5 (17)
Yelp
5.0 / 5 (3)

Website
440 Indiana Street, Golden, CO 80401
  • Certified Financial Planner (CFP)

Why choose this provider?

Western Wealth Advisors helps clients in the Thornton metro achieve financial stability and security. The financial advisory firm offers a broad set of strategies, including retirement, education, and estate planning; fee-based asset management, and tax-advantaged investing. Its financial advisors also assist business owners with planning for an exit strategy, retirement, and benefits. Founder G.E. Buenning holds Series 7, 24, 51, and 63 registrations with FINRA and a health and life insurance license. He is also a designated Chartered Life Underwriter.

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
2761 W. 120th Ave., Suite 200, Westminster, CO 80234
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Townsend is an independent financial advisory firm serving clients in the Thornton area. It offers customized wealth management plans depending on the needs of each client. It assists with tax, estate, legacy, and retirement planning; investment management; and retail banking. The firm also handles portfolio and asset management using the modern portfolio theory that maximizes return and minimizes risks. Townsend was founded in 1990 by Jeff Townsend, a financial educator and the author of "The Master Plan: Retirement for the Best of Your Life."

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 (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
1610 Wynkoop Street Suite 550, Denver, CO 80202
  • Estate and Trust Specialist
  • Retirement Planning

Why choose this provider?

Founded in 2009, Triumph Capital Management caters to individuals and families in the Thornton metro and the surrounding communities. It offers comprehensive planning services, which include financial status monitoring and maintenance and plan preparation and implementation. The locally owned company also provides retirement planning and investment management solutions to help clients achieve their financial goals. Its CEO and senior investment executive, Derek Eichenwald, also serves corporations and non-profit institutions. He is an insurance agent.

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 (8)

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
1401 17th Street, Suite 850, Denver, CO 80202
  • Certified Financial Planner (CFP)

Why choose this provider?

Maia Wealth is an independent financial advisory firm that serves clients in Thornton and its neighboring areas. Its team of action-oriented advisors assists clients in developing plans that cover different aspects of finance, such as tax strategy, estate planning, and risk management. The professionals also maintain connections with various money managers, accountants, and attorneys who can easily provide their expertise in any financial planning process. Maia Wealth places importance on providing personalized financial advisory services to accredited investors and other business owners.

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 (25)

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
1401 Lawrence St. Suite 1600, Denver, CO 80202
  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Why choose this provider?

The Noble Wealth Partners is a boutique financial management firm that serves clients in Thornton and its surrounding areas. Its advisors work closely with individuals in understanding their current situation, guiding them in mapping out wealth and investment plans, strategies, and solutions to achieve their financial goals. The firm's managing partners, Jeff Brainard and Grant Glenn, have both earned the Certified Financial Planner designations. Glenn also holds memberships to both NAPFA and the CFA Society of Colorado.

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 (10)

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
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Detail
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Website
1004 Depot Hill Rd Suite 2A, Thornton, CO 80020
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Why choose this provider?

Millennial Wealth Management is a financial planning and investment management firm serving Thornton. It assists clients with education funds, student loan repayment, debt management, tax planning and strategy, and retirement planning. The firm also offers an online financial literacy program covering topics like financial independence, insurance basics, estate planning, retirement accounts, and credit. Millennial Wealth Management founder and president Grayson Hofferber has been featured in Financial Advisor Magazine, Investopedia, and Broomfield Enterprise's local publications.

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 (7)
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

Website
8301 East Prentice Avenue Suite 403, Greenwood Village, CO 80111
  • Certified Financial Planner (CFP)

Why choose this provider?

True Wealth Advisors Inc offers financial planning and guidance in the metro of Thornton. It gets to know the client's current situation and creates a plan to help him achieve his goals. The firm provides objective, unbiased, and personalized investment recommendations to grow the client's wealth. Its advisors also assist clients with their protection needs, helping them find the right insurance products. In addition, they help clients plan for their retirement. The firm aims to educate by imparting financial wisdom to 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
Google
5.0 / 5 (3)

Website
11001 W. 120th Ave, Ste 400, Broomfield, CO 80021
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Tax Planning

Why choose this provider?

Wolff Financial Advisors, LLC is an independent agency of fiduciary advisors serving the metro of Thornton. Its advisors help clients understand their goals and craft a personalized financial plan. They provide comprehensive financial advisory services, managing the client's wealth through a customized assets portfolio. The company also aids clients plan for their retirement and estate. In addition, they assist clients in protecting what matters to them by recommending the right insurance coverage. The firm has been providing financial services for 16 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

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
7674 Grandview Avenue, Suite 200, Arvada, CO 80002
  • Certified Financial Planner (CFP)

Why choose this provider?

PBS Wealth Management Consultants organizes the financial life of clients in Thornton. Its advisors spend time to know more about their customers to identify their priorities and objectives. They also sort out related documents and craft plans for retirement. In addition, they recommend strategies, manage investment portfolios, and write insurance policies. They continue to monitor clients' progress and make needed plan adjustments through yearly follow-ups. CEO Eric Johnson has over 20 years of financial industry experience.

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
731 Sherman Street, Denver, CO 80203
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Tax Preparation
  • Tax Planning

Why choose this provider?

Since its founding in 1994, All Season Financial Advisors has been providing wealth management solutions to affluent clients in Thornton and neighboring areas. With over 100 years of collective experience, its team develops risk-managed and tax-efficient investment strategies, customized financial plans, asset allocation strategies, and estate plans. Combinations of these services are available to serve as wealth management packages. Will Brennan, the firm's lead financial advisor, holds Certified Financial Planner and Chartered Financial Analyst designations.

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
1290 Broadway, Suite 1100, Denver, CO 80203
  • Certified Financial Planner (CFP)

Why choose this provider?

GHP Investment Advisors, Inc., provides financial services to clients in Thornton. Its team helps individuals with managing their wealth so that current and future needs are met. It helps in managing taxes, setting up an estate, and planning for retirement with a stable income. In addition, clients can get help with setting up an investment portfolio that fits their cash flow and risk tolerance. Company president Brian Friedman is a Chartered Financial Analyst with more than two decades of industry experience.

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
2226 W. 29th Avenue, Denver, CO 80211
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Grandview Investment Advisors helps clients in Thornton achieve their financial goals. The firm offers several investment services, including portfolio building and management, financial planning and consulting, and retirement plan comparison. It also gives an opinion on any investment's value, risks, and suitability. The firm has charitable financial services available for those supporting an organization or foundation. The investment advisory firm was founded in 2005 by Jonathan Holtzinger, a Chartered Financial Analyst.

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 (2)

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
950 S Cherry St #505, Denver, CO 80246
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

Why choose this provider?

Wealth Legacy Institute offers financial and retirement planning and investment management services to individuals in Thornton. Its team of advisors provides clients with unbiased advice that help them to achieve their financial goals. The firm is a member of NAPFA. Its CEO, Kimberly L. Curtis, has received the CFP and ChFC designations. She also authored the book titled "Money Secrets: Keys to Smart Investing." also wrote Retirement Secrets: Keys to Retiring Happy, Healthy & Free. Curtis has been cited by media organizations—such as the Wall Street Journal, NBC, CBS, and FOX—as a resource person for 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

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
––

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 bring to your initial meeting with your Thornton financial advisor?

    For your initial consultation with a financial advisor in Thornton, you need to bring a list of questions you have regarding your current financial situation. By doing this, you'll be sure to address any particular worries you may have. You should also bring any relevant budget information, account statements, or other financial documents that need to be reviewed right away. Finally, list your financial aspirations for the future, including both long- and short-term goals.

  • What should you expect from your initial consultation with a Thornton financial advisor?

    During an initial meeting with your Thornton financial advisor, you can expect to have the opportunity to get to know the advisor and share your goals. You won't be required to do anything at the informal meeting. It will involve an analysis of your present financial status while taking into account any possible opportunities.

  • What does an annuity mean in Thornton?

    An annuity is a type of insurance in Thornton that enables people to create a reliable income stream throughout their retirement years. Planning for the future can benefit greatly from annuities. During discussions with a financial advisor, you can explore the mechanics of annuities, including various types such as Single Premium Deferred and Immediate annuities. Together with your advisor, you can decide whether an annuity is a good fit for your individual financial objectives and circumstances.

  • What part can a financial advisor in Thornton play in helping you plan your retirement?

    Your Thornton financial advisor can help you with the retirement planning process by assisting you in identifying your goals as a retiree. They can also develop a customized plan to help you reach these goals, conduct regular progress reviews, modify the plan as necessary, share knowledge about traditional and Roth IRAs, and research pertinent retirement products to increase your chances of success.

  • What services are frequently offered by financial advisors in Thornton?

    Thornton financial advisors provide a range of services to meet different client needs. These services include retirement planning, investment management, insurance and annuities, and consultation in financial matters. Other services include tax guidance and services, wealth and risk management, investment management, and funding for education. They may offer thorough support to individuals and businesses with their knowledge and expertise in these fields, assisting them in making educated financial decisions, making future plans, and maximizing their financial well-being.

  • 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.