Best Financial Advisors in Grand Junction, CO

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List of Firms

Grand Junction, CO Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 2424 Old US Hwy 6 & 50 #400, Grand Junction, CO 81505, USA
Phone (970) 255-8240
Directions
SEC File# 801-65076
CRD# 109599
Location Grand Junction, CO 81504, USA
Phone (970) 434-4425
Directions
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Edward Jones - Financial Advisor: Chris McGlade, AAMS®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 631 24 1/2 Rd Suite H, Grand Junction, CO 81505, USA
Phone (970) 243-7105
Directions
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Kimberley A Last Financial Services
Location 244 N 7th St, Grand Junction, CO 81501, USA
Phone (970) 257-1630
Directions
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Merrill Lynch Wealth Management
5 out of 5
Location 123 N 7th St Suite 200, Grand Junction, CO 81501, USA
Phone (970) 263-2140
Directions
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Edward Jones - Financial Advisor: Erick Field
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2139 N 12th St STE 1, Grand Junction, CO 81501, USA
Phone (970) 245-2188
Directions
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Edward Jones - Financial Advisor: Travis D Mullenix, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 1114 N 1st St Suite 102, Grand Junction, CO 81501, USA
Phone (970) 242-7366
Directions
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Edward Jones - Financial Advisor: Scott M Bystol
SEC File# 801-3297
CRD# 250
5 out of 5
Location 601 28 1/4 Rd C, Grand Junction, CO 81506, USA
Phone (970) 255-3961
Directions
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Ryan Ahlstrom - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 743 Horizon Ct Ste 302, Grand Junction, CO 81506, USA
Phone (970) 549-2022
Directions
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Edward Jones - Financial Advisor: KJ Kline, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2532 Patterson Rd Suite 13, Grand Junction, CO 81505, USA
Phone (970) 243-4748
Directions
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Edward Jones - Financial Advisor: David B Gifford
SEC File# 801-3297
CRD# 250
4 out of 5
Location 683 Horizon Dr Unit 102, Grand Junction, CO 81506, USA
Phone (970) 245-2642
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: Gary W Nagy, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 225 N 5th St Suite 600, Grand Junction, CO 81501, USA
Phone (970) 243-7188
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: Billy Diaz, AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 480 W Park Dr Suite 202, Grand Junction, CO 81505, USA
Phone (970) 314-9386
Directions
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Edward Jones - Financial Advisor: Jim Roland, ChFC®|AAMS®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 743 Horizon Ct Suite 202, Grand Junction, CO 81506, USA
Phone (970) 245-4869
Directions
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Edward Jones - Financial Advisor: Travis W Tuma, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 255 Main St, Grand Junction, CO 81501, USA
Phone (970) 242-2979
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 – 4:30 PM Saturday: Closed Sunday: Closed
Directions
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Brandi Kroese - Thrivent
Location 132 Santa Fe Dr, Grand Junction, CO 81501, USA
Phone (970) 744-4629
Directions
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Mathew Jay Higgins - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 619 Main St Ste 180, Grand Junction, CO 81501, USA
Phone (970) 242-0027
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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Merrill Lynch Wealth Management Advisor Trevor Daggers
5 out of 5
Location 123 N 7th St Suite 200, Grand Junction, CO 81501, USA
Phone (970) 263-2156
Directions
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Edward Jones - Financial Advisor: Ryan T Mizushima, AAMS®
SEC File# 801-3297
CRD# 250
Location 517 N 1st St, Grand Junction, CO 81501, USA
Phone (970) 243-5411
Directions
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Chris Unfug - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 743 Horizon Ct Ste 302, Grand Junction, CO 81506, USA
Phone (970) 243-9928
Directions
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Kent Shettler - Raymond James
Location 200 Grand Ave, Grand Junction, CO 81501, USA
Phone (970) 245-1600
Directions
Financial Advisors in Grand Junction, CO

Where Certified Financial Advisors in Grand Junction, CO Serve

Grand Junction, CO is a bustling city in the western part of the state, surrounded by stunning natural landscapes and rich cultural heritage. The city boasts a plethora of landmarks, including the Colorado National Monument, a breathtaking canyon with red rock formations, and the Grand Mesa, the largest flat-top mountain in the world. The city's top employers include St. Mary's Medical Center, Colorado Mesa University, and the Mesa County School District. Major highways like I-70 and US-50 run through the city, connecting it to major cities like Denver and Salt Lake City. The city's streets are lined with charming neighborhoods, each with its unique character and charm, from the historic downtown area to the sprawling suburbs on the outskirts of town. Overall, Grand Junction, CO is a vibrant and diverse city that offers something for everyone, from outdoor enthusiasts to culture seekers.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Grand Junction, CO have a variety of ways to be serviced by banks. One of the most common ways is through traditional brick-and-mortar branches. Grand Junction has a number of local and national banks that operate physical branches throughout the city, making it easy for residents to access banking services in person. Additionally, many banks offer online and mobile banking options, allowing residents to manage their accounts from the comfort of their own homes. With its scenic location near the Colorado River and the Grand Mesa, Grand Junction is a popular destination for outdoor enthusiasts, and many banks in the area offer specialized services for those who enjoy activities like hiking, camping, and fishing.

Insurance Broker

Residents of Grand Junction, CO can benefit greatly from the services of an insurance broker. With the region's unique outdoor lifestyle, many residents require specialized insurance coverage for activities such as hiking, skiing, and mountain biking. An insurance broker can help residents find the right coverage for their specific needs and ensure that they are protected in the event of an accident or injury. Additionally, with the region's high incidence of wildfires, an insurance broker can help residents understand their options for protecting their homes and possessions. Overall, an insurance broker can provide invaluable guidance and support to residents of Grand Junction, CO as they navigate the complex world of insurance.

Retirement Planning

Residents of Grand Junction, CO could benefit greatly from the services 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 financial situation of each individual. This is especially important in Grand Junction, where the cost of living can be high and the job market can be competitive. A retirement planner can help residents navigate these challenges and make the most of their retirement savings. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning, ensuring that residents are well-prepared for the future. Overall, the expertise of a retirement planner can be invaluable to residents of Grand Junction as they plan for a comfortable and secure retirement.

Wealth Management

Residents of Grand Junction, CO could benefit from the expertise of a wealth manager in several ways. One of the most common ways a wealth manager could help is by providing guidance on retirement planning. This is especially important in Grand Junction, where many residents work in industries such as mining, oil and gas, and agriculture, which can be physically demanding and may not offer traditional retirement benefits. A wealth manager could help residents create a personalized retirement plan that takes into account their unique financial situation and goals, such as saving for healthcare costs or leaving a legacy for their family. Additionally, a wealth manager could help residents navigate the complexities of taxes, investments, and estate planning, ensuring that their financial future is secure and well-managed.

Mortgage Loan Officer

Residents of Grand Junction, CO may benefit from the expertise of a mortgage loan officer in several ways. One of the most common ways is by helping residents navigate the complex process of obtaining a mortgage loan. With the local housing market in Grand Junction on the rise, a mortgage loan officer can provide valuable guidance on the best loan options and interest rates available. Additionally, they can assist residents in understanding the specific requirements and regulations of the Grand Junction area. This can be especially helpful for first-time homebuyers who may be unfamiliar with the local real estate landscape. Overall, a mortgage loan officer can provide personalized assistance to residents of Grand Junction, CO, making the home buying process smoother and less stressful.

Tax Services

Residents of Grand Junction, CO can benefit greatly from the expertise of a tax advisor. One of the most common ways a tax advisor can help is by ensuring that residents are taking advantage of all available deductions and credits. This is especially important in Grand Junction, where many residents work in the energy industry and may be eligible for tax breaks related to oil and gas production. Additionally, a tax advisor can assist residents in navigating the complex tax laws surrounding the state's unique marijuana industry. With their knowledge and experience, a tax advisor can help Grand Junction residents minimize their tax liability and maximize their refunds, ultimately putting more money back in their pockets.

Estate Planning Lawyer

Residents of Grand Junction, CO can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is by creating a will or trust to ensure that their assets are distributed according to their wishes after they pass away. This is especially important in Grand Junction, which is known for its high number of retirees and elderly residents. An estate planning lawyer can also help residents with other important legal documents, such as powers of attorney and healthcare directives, which can provide peace of mind in the event of incapacity or illness. Additionally, an estate planning lawyer can assist with minimizing taxes and protecting assets from potential creditors or lawsuits. Overall, working with an estate planning lawyer can help residents of Grand Junction plan for the future and protect their loved ones.

Grand Junction, CO Financial Resources

Grand Junction, CO Chamber of Commerce

https://gjchamber.org/

Grand Junction, CO City Hall

https://www.gjcity.org/

Grand Junction, CO Public Library

https://mesacountylibraries.org/

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FAQs About Personal Financial Advisors in Grand Junction, CO