Laurels

Best Financial Advisors in Cheyenne
2022

Investment Center Advisor Group

Investment Center Advisor Group

  • 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.

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

Website

Website

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:

1 (Good)

Score Consistency:

Consistent (Best)

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+

Level Up Financial Planning

Level Up Financial Planning

  • 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.

6309 Sienna Dr
Timnath, CO 80547

Website

Website

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:

2 (Good)

Score Consistency:

Consistent (Best)

Shaw & Associates CPAs & Financial Advisors

Shaw & Associates CPAs & Financial Advisors

  • 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.

1044 West Drake Road, Suite 201
Fort Collins, CO 80526

Website

Website

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:

4.1 / 5 ( Best)

Total Reviews:

9 (Good)

Score Consistency:

Consistent (Best)

Tarantino Wealth Management

Tarantino Wealth Management

  • 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.

419 Canyon Ave. Ste 320
Fort Collins, CO 80521

Website

Website

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:

4.4 / 5 ( Best)

Total Reviews:

7 (Good)

Score Consistency:

Consistent (Best)

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+

Wealth Management Group, LLC

Wealth Management Group, LLC

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

Wealth Management Group, LLC, serves individuals throughout Cheyenne and the surrounding areas. It provides various types of financial management services, such as wealth stewardship, enhancement, and administration. It also offers digital investing services through guided wealth portfolios. It utilizes Wealth Vision, a web-based wealth planning tool that helps clients monitor their finances, insurance policies, and investment accounts. Brian Niemann, the company president and managing principal, is a Certified Financial Planner and a Chartered Financial Consultant.

1810 Pioneer Ave.
Cheyenne, WY 82009

Website

Website

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:

1 (Good)

Score Consistency:

Consistent (Best)

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: --

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