Best Financial Advisors in Grand County, CO

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Grand County, CO Fiduciary Financial Advisors

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Financial Advisors | U.S. Bancorp Investments
Location 15 Benchmark Rd, Avon, CO 81620, USA
Phone (970) 748-4727
Directions
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1st & Main Investment Advisors
SEC File# 801-67427
CRD# 119682
5 out of 5
Location 97 Main St w103, Edwards, CO 81632, USA
Phone (970) 926-2500
Directions
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Investment Group
Location 635 Community Dr, Estes Park, CO 80517, USA
Phone (970) 586-3993
Directions
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Raymond James Financial Services
Location 34215 US-6 #205, Edwards, CO 81632, USA
Phone (970) 926-6888
Directions
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Investments Alpine
Location 59 Jabber Wocky, Fraser, CO 80442, USA
Phone (970) 363-7034
Directions
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Financial Dynamics, LLC
SEC File# 801-10970
CRD# 6413
Location 440 Indiana St, Golden, CO 80401, USA
Phone (303) 942-1717
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Charlie Wick
SEC File# 801-3297
CRD# 250
3 out of 5
Location 35 Lindbergh Dr Unit 101, Gypsum, CO 81637, USA
Phone (970) 328-4959
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Jan M Knisley, CFP®|AAMS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 62543 US-40 Unit D, Granby, CO 80446, USA
Phone (970) 887-8983
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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American West Financial
Location Estes Park, CO 80517, USA
Phone (970) 586-2226
Directions
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Edward Jones - Financial Advisor: Erin M Dolph
SEC File# 801-3297
CRD# 250
Location 30792 Southview Dr, Evergreen, CO 80439, USA
Phone (303) 670-9735
Directions
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Edward Jones - Financial Advisor: Davis A Linden, CFP®|ChFC®|CLU®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 25918 Genesee Trail Rd Suite 130, Golden, CO 80401, USA
Phone (303) 526-0133
Time Monday: 8:00 AM – 4:00 PM Tuesday: 8:00 AM – 4:00 PM Wednesday: 8:00 AM – 4:00 PM Thursday: 8:00 AM – 4:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Bret C Hooper
SEC File# 801-3297
CRD# 250
Location 70 Benchmark Rd Suite 102, Avon, CO 81620, USA
Phone (970) 688-5420
Directions
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Main & West Financial
Location 700 Main St, Frisco, CO 80443, USA
Phone (303) 500-0471
Directions
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Edward Jones - Financial Advisor: Kevin C Brubeck
SEC File# 801-3297
CRD# 250
5 out of 5
Location 129 Broadway St, Eagle, CO 81631, USA
Phone (970) 328-0361
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 2:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Derek Vinge
SEC File# 801-3297
CRD# 250
Location 501 St Vrain Ln Suite 202, Estes Park, CO 80517, USA
Phone (970) 586-9078
Directions
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Logan Investments
Location Vail, CO 81657, USA
Phone (970) 479-0211
Directions
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Edward Jones - Financial Advisor: Matt Nee
SEC File# 801-3297
CRD# 250
5 out of 5
Location 45 Co Rd 804 #205, Fraser, CO 80442, USA
Phone (970) 726-0069
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: John M Prichard
SEC File# 801-3297
CRD# 250
5 out of 5
Location 350 Indiana St Suite 875, Golden, CO 80401, USA
Phone (303) 278-8815
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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Edward Jones - Financial Advisor: Zach Pitman
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1800 Colorado Blvd Ste 5, Idaho Springs, CO 80452, USA
Phone (303) 567-9200
Directions
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Ashton Wealth Management/Money Concepts
Location 460 Tenderfoot St #109, Dillon, CO 80435, USA
Phone (970) 799-2540
Directions
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Edward Jones - Financial Advisor: Toril A McGuigan
SEC File# 801-3297
CRD# 250
Location 256 Dillon Ridge Rd, Dillon, CO 80435, USA
Phone (970) 468-7591
Directions
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Wealth Management Services
5 out of 5
Location Unit B-209-B, 523 zerex street, Fraser, CO 80442, USA
Phone (970) 726-3135
Directions
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Edward Jones - Financial Advisor: Mark Purdy
SEC File# 801-3297
CRD# 250
Location 1186 Graves Ave Suite C, Estes Park, CO 80517, USA
Phone (970) 586-9969
Directions
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Edward Jones Investments
SEC File# 801-3297
CRD# 250
Location 45 Co Rd 804, Winter Park, CO 80482, USA
Directions
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Western Wealth Advisors
SEC File# 801-10970
CRD# 6413
5 out of 5
Location 440 Indiana St, Golden, CO 80401, USA
Phone (720) 206-1390
Directions
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Investment Center-Estes Park
SEC File# 801-107149
CRD# 282448
Location 501 S St Vrain Ave, Estes Park, CO 80517, USA
Phone (970) 577-1454
Directions
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Edward Jones - Financial Advisor: Rebecca Glover
SEC File# 801-3297
CRD# 250
3 out of 5
Location 62543 US-40 Unit D, Granby, CO 80446, USA
Phone (970) 887-8983
Directions
Financial Advisors in Grand County, CO

Where Certified Financial Advisors in Grand County, CO Serve

Grand County, located in the heart of the Rocky Mountains, is a land of towering peaks, pristine lakes, and breathtaking vistas. This mountainous paradise is home to a variety of landmarks, including the iconic Winter Park Resort, the historic Hot Sulphur Springs, and the stunning Rocky Mountain National Park. The county is also home to a diverse array of top employers, from the world-renowned ski resort to the thriving healthcare industry. Major highways and streets, such as US Highway 40 and Colorado Highway 9, connect the county's various towns and communities, including the charming neighborhoods of Granby, Fraser, and Kremmling. Whether you're looking for outdoor adventure, cultural enrichment, or simply a place to call home, Grand County offers something for everyone. With its natural beauty, vibrant economy, and welcoming communities, it's no wonder that this mountain paradise is one of Colorado's most beloved destinations.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grand County, CO have a variety of ways to access banking services. One of the most common ways is through traditional brick-and-mortar branches, which are located in towns like Winter Park, Granby, and Kremmling. These branches offer a range of services, from opening checking and savings accounts to applying for loans and mortgages. Additionally, many banks in Grand County offer online and mobile banking services, which are particularly popular among younger residents who prefer to manage their finances digitally. One thing that sets Grand County apart from other areas is its strong emphasis on outdoor recreation, and many banks in the area offer specialized services to cater to this demographic, such as loans for RVs and ATVs or discounts on ski passes and other outdoor gear.

Insurance Broker

Residents of Grand County, CO can benefit greatly from the services of an insurance broker. One of the most common ways an insurance broker can help is by assisting residents in finding the best insurance plans for their specific needs. This is especially important in Grand County, CO, where residents face unique challenges such as living in a rural area with limited access to healthcare facilities. An insurance broker can help residents navigate the complex world of insurance and find plans that provide adequate coverage for medical emergencies and routine healthcare needs. Additionally, an insurance broker can help residents save money by finding plans with lower premiums or discounts for bundling policies. Overall, an insurance broker can be a valuable resource for residents of Grand County, CO looking to protect themselves and their families with comprehensive insurance coverage.

Retirement Planning

Residents of Grand County, CO can benefit greatly from the expertise of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and circumstances of each individual. This is especially important in Grand County, where many residents rely on seasonal tourism for their livelihoods and may have fluctuating incomes throughout the year. A retirement planner can help residents navigate these challenges and ensure that they have a solid financial plan in place for their retirement years. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, all of which are crucial components of a successful retirement plan. By working with a retirement planner, residents of Grand County can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Grand County, CO could benefit from the expertise of a wealth manager in a variety of ways. One of the most common ways that a wealth manager can help is by providing investment advice tailored to the unique needs of each client. In Grand County, where the economy is heavily dependent on tourism and outdoor recreation, a wealth manager could help residents make smart investments in local businesses or real estate. Additionally, a wealth manager could help residents plan for their long-term financial goals, such as retirement or paying for their children's education. With the help of a skilled wealth manager, residents of Grand County can feel confident that their financial future is secure.

Mortgage Loan Officer

Residents of Grand County, CO would benefit greatly from the services of a mortgage loan officer. With the high cost of living in this area, many residents struggle to afford their dream homes. A mortgage loan officer can help by providing financing options that fit their unique financial situation. Additionally, Grand County is known for its beautiful mountain views and outdoor recreational opportunities, which attract many second-home buyers. A mortgage loan officer can assist these buyers in navigating the complex process of purchasing a vacation home in Grand County. Overall, the expertise and guidance of a mortgage loan officer can make the dream of homeownership a reality for many residents of Grand County, CO.

Tax Services

Residents of Grand County, CO can benefit greatly from the expertise of a tax advisor. With the county's economy heavily reliant on tourism and outdoor recreation, many residents may have unique tax situations related to rental properties or self-employment income. A tax advisor can provide guidance on deductions and credits specific to Grand County, such as those related to conservation easements or energy-efficient home improvements. Additionally, with the recent passage of the Colorado Taxpayer Bill of Rights (TABOR), which limits the amount of revenue the state can collect and spend, a tax advisor can help residents navigate the complex tax laws and ensure they are taking advantage of all available deductions while staying compliant with state and federal regulations.

Estate Planning Lawyer

Residents of Grand County, CO can benefit greatly from the guidance and expertise of an estate planning lawyer. One of the most common ways that an estate planning lawyer can help residents is by assisting them in creating a comprehensive estate plan that protects their assets and ensures that their wishes are carried out after they pass away. This is especially important in Grand County, where many residents own property and assets that may be subject to complex legal and tax issues. An experienced estate planning lawyer can help residents navigate these challenges and create a plan that meets their unique needs and goals. Additionally, an estate planning lawyer can provide guidance on important issues such as healthcare directives, guardianship for minor children, and charitable giving, helping residents to protect their loved ones and leave a lasting legacy.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Grand County, CO