Expertise.com

Best Financial Advisors in Cheyenne

2023

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Website
290 East 25th Street, Suite 100, Loveland, CO 80538
  • Certified Financial Planner (CFP)

Why choose this provider?

Established in 1984, the Investment Center Advisor Group serves clients in Cheyenne and the rest of the country. It offers financial planning services that include retirement, 401(k), 403(b), and college planning, as well as tax and estate strategies. It also handles investments such as bonds, common stock, treasury bills and notes, and government securities. In addition, it provides several insurance products. Proprietor Kevin Dunnigan is a Certified Financial Planner with more than 35 years of experience. He also has series 7 and 63 registrations.

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
1810 Pioneer Ave., Cheyenne, WY 82009
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

Wealth Management Group, LLC, provides comprehensive financial planning to clients in the Cheyenne metro and its surrounding locations. Wealth enhancement, stewardship, and administration are among the company's key services. Its team of advisors assists clients in paying off debt and helps them comprehend the decisions that impact their present financial situation. It also offers digital investing services through guided wealth portfolios. Paul Bankes, a Certified Financial Planner, works as a financial advisor at the company's Cheyenne office.

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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
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Website
1044 West Drake Road, Suite 201, Fort Collins, CO 80526
  • Tax Planning

Why choose this provider?

Shaw & Associates CPAs & Financial Advisors has been catering to individuals, families, and businesses in the Cheyenne metro and the surrounding communities since 1997. It helps clients manage their wealth and achieve financial security by offering planning services. It also provides accounting and tax solutions, such as bookkeeping, IRS representation, payroll reporting, and tax preparation. The company is a member of the American Institute of Certified Public Accountants and the Fort Collins Area Chamber of Commerce.

License Verified:

License: 4549353

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.
4.5
Google
4.1 / 5 (9)
Facebook
5.0 / 5 (6)

Website
6309 Sienna Dr, Timnath, CO 80547
  • Certified Financial Planner (CFP)

Why choose this provider?

Since December 2019, Level Up Financial Planning has been serving customers in Cheyenne. It provides a broad array of services, including financial planning and education, as well as asset management and team-building exercises. It employs a strategy guide method, which includes analyzing investment portfolios and developing employer stock vesting procedures. The company has been featured in publications such as North Forty News, The Street, CBS News, and Fatherly, as well as podcasts such as The More You NoCo.

License Verified:

License: 289967

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.
5.0
Google
5.0 / 5 (4)

Website
419 Canyon Ave. Ste 320, Fort Collins, CO 80521
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Insurance Products

Why choose this provider?

Tarantino Wealth Management caters to individuals, families, and business owners in need of financial services in Cheyenne and the surrounding communities. The company assists with simple asset allocation, sophisticated estate or retirement planning strategies, socially responsible options, mutual funds, and risk-return assessment. It also handles matters related to long-term care, stocks and bonds, and professional portfolio management. Tarantino Wealth Management helps clients determine which retirement accounts to invest in based on pre- and post-retirement income assumptions.

License Verified:

License: 4662820

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.
5.0
Google
5.0 / 5 (29)

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 are some practical interview questions to ask when evaluating a financial advisor in Cheyenne?

    When evaluating a financial advisor in Cheyenne, ask practical interview questions about their experience in the industry, investment philosophy, offered services, fee structure, tax planning approach, communication style, risk management strategy, and experience with clients in similar financial situations. These inquiries will help determine if the advisor aligns with your goals and needs.

  • Do financial advisors in Cheyenne have specialized certifications?

    Yes, financial advisors in Cheyenne can hold certifications like Certified Financial Planner (CFP), Personal Financial Specialist (PFS), and Chartered Financial Analyst (CFA). CFP requires education, exam passage, and professional experience. PFS is for Certified Public Accountants specializing in personal financial planning. CFA requires four years of combined professional and/or university experience. These certifications demonstrate expertise and adherence to professional standards, making certified advisors a preferred choice for clients seeking financial advice.

  • When should you consider hiring a financial advisor in Cheyenne?

    Consider hiring a financial advisor if you have a substantial amount available for saving or investing in Cheyenne, whether from retirement contributions, inheritance, or property sale. Even with limited savings, some advisors offer reasonable prices and valuable services, especially during significant life events such as job changes, marriage, starting a family, divorce, or nearing retirement. Financial advisors can offer guidance through these transitions.

  • What is the role of the Wyoming Division of Banking in regulating financial advisors in Cheyenne?

    The Wyoming Division of Banking regulates financial advisors in Cheyenne by overseeing state-chartered financial institutions, including banks, trust companies, and mortgage companies. The division has responsibility for ensuring compliance with applicable laws and regulations within the financial industry. Financial advisors operating in Wyoming may be subject to the Division's oversight, as well as regulations from other state and federal organizations like the SEC and FINRA.

  • What are the investment opportunities in Cheyenne?

    Cheyenne offers diverse investment opportunities, such as real estate, Opportunity Zones, small businesses, agriculture, and energy. With 225 investment properties listed for sale and one designated Opportunity Zone, investors can explore real estate options and tax incentives. The growing small business and agriculture industries also present potential returns and support for the local economy. Consulting a financial advisor is advisable to align investments with specific financial goals and risk tolerance.

  • 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.