Best Financial Advisors in Monument, CO

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Monument, CO Fiduciary Financial Advisors

Capital Financial
Location 325 2nd St, Monument, CO 80132, USA
Phone (719) 481-1474
Peak Financial Group, LLC
Location 545 3rd St #3411, Monument, CO 80132, USA
Phone (719) 331-1100
Edward Jones - Financial Advisor: Brad A Lundberg, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 16055 Old Forest Point Suite 100, Monument, CO 80132, USA
Phone (719) 481-0043
Crystal Creek Wealth Management
Location 1832 Woodmoor Dr Suite 212, Monument, CO 80132, USA
Phone (719) 822-0101
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About Monument, CO

Monument is located in northern El Paso County, Colorado. The town was founded in 1872 and takes its name from the nearby mountain known as Monument Hill. Monument is located about 25 miles north of downtown Colorado Springs and is part of the Colorado Springs Metropolitan Statistical Area. The most notable landmark in Monument is undoubtedly Pikes Peak, which can be seen from almost anywhere in the town. Other major landmarks include the Twin Sisters rock formation and Palmer Lake. The top employers in Monument are Lockheed Martin, Northrop Grumman, and Raytheon. Major highways and streets in Monument include Interstate 25, State Highway 83, and County Road 6. The neighborhoods in Monument are mostly residential, with a few small businesses scattered throughout.

Where Certified Financial Advisors in Monument, CO Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Monument, CO offer a variety of services to their customers. These services can include anything from checking and savings accounts to loans and mortgages. In addition, banks can provide other financial products and services, such as investment advice or insurance policies. Customers who bank with a institution in Monument can expect to receive high-quality customer service.

Insurance Broker

Monument, CO residents can benefit from the services of insurance brokers. Brokers can help people find the best policies for their needs, and they can also help them to understand the complex language of insurance contracts. In addition, brokers are often able to get better rates for their clients than they would be able to get on their own.

Retirement Planning

Financial advisors can help Monument, CO residents with retirement planning by showing them how to save for the future and make the most of their money. Advisors can help people invest their money wisely and plan for retirement, which can be a difficult process without help. By working with an advisor, Monument residents can feel more confident about their financial security in retirement.

Wealth Management

Monument, CO is a town known for its natural beauty and its many millionaires. While the residents of Monument enjoy their wealth, they also want to protect it. That's where wealth management comes in. Wealth management can help Monument residents protect their money while still enjoying all that the town has to offer.

Estate Planning Lawyer

Estate planning lawyers in Monument, CO can help residents create wills and trusts which will ensure that their property is distributed in the manner they choose after they die. In addition, these lawyers can also help residents set up powers of attorney and healthcare directives, which will allow them to make decisions for themselves should they become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Monument, CO can help residents by providing them with the best rates and services available. By shopping around for a mortgage, residents can get the best deal on their home and save money in the long run. Loan officers can also provide advice on what type of mortgage is best for each individual, as well as help to expedite the process of getting a loan.

Tax Services

Residents in Monument, CO can benefit from the expertise of tax accountants. Tax accountants can help residents understand their tax situation and make sure they are taking advantage of all the deductions and credits to which they are entitled. Additionally, tax accountants can help residents plan for the future, including retirement planning and estate planning.


FAQs About Personal Financial Advisors in Monument, CO