Expertise.com

Best Financial Advisors in Cheyenne

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Financial Advisors FAQs

Learn more
Investment Center Advisor Group logo

Investment Center Advisor Group

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

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.

Visit Website
Level Up Financial Planning logo

Level Up Financial Planning

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

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.

Visit Website
Shaw & Associates CPAs & Financial Advisors logo

Shaw & Associates CPAs & Financial Advisors

1044 West Drake Road, Suite 201, Fort Collins, CO 80526
Visit Website
  • Tax Planning

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.

Visit Website
Tarantino Wealth Management logo

Tarantino Wealth Management

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

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.

Visit Website
Wealth Management Group, LLC logo

Wealth Management Group, LLC

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

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.

Visit Website
Back to Providers

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).

Read All FAQS

Wrong city? Here are some nearby places:

Search for Financial Advisors near you