Best Financial Advisors in Eagle County, CO

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List of Firms

Eagle County, CO Fiduciary Financial Advisors

Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
Location 245 Chapel Pl, Avon, CO 81620, USA
Phone (970) 949-1114
Directions
Edward Jones - Financial Advisor: Dolly Schaub
SEC File# 801-3297
CRD# 250
Location 129 Broadway St, Eagle, CO 81631, USA
Phone (970) 328-0438
Directions
Edward Jones - Financial Advisor: Katie Preston, CRPC™
Location 305 Gold Rivers Ct Suite 230, Basalt, CO 81621, USA
Phone (970) 927-9800
Language https://www.edwardjones.com/us-en/financial-advisor/katie-preston?y_source=1_MTgyNTU0OC03MTUtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D
Directions
Edward Jones - Financial Advisor: Jeremy L Lepore
SEC File# 801-3297
CRD# 250
Location 0056 Edwards Village Blvd Suite 209, Edwards, CO 81632, USA
Phone (970) 926-1728
Language https://www.edwardjones.com/us-en/financial-advisor/jeremy-lepore
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
Tracy Tutag
Location 137 Main St O-203, Edwards, CO 81632, USA
Phone (970) 926-6911
Language http://www.aprisent.com/
Directions
Northwestern Mutual Financial
Location 3359 Fenno Dr, Edwards, CO 81632, USA
Phone (970) 926-6441
Language https://www.northwesternmutual.com/
Directions
Edward Jones - Financial Advisor: Jessie Steinmetz
SEC File# 801-3297
CRD# 250
Location 35 Lindbergh Dr Unit 101, Gypsum, CO 81637, USA
Phone (970) 328-4959
Language https://www.edwardjones.com/us-en/financial-advisor/jessie-steinmetz
Directions
Edward Jones - Financial Advisor: Brian T Thomas
Location 305 Gold Rivers Ct Suite 230, Basalt, CO 81621, USA
Phone (970) 927-9800
Language https://www.edwardjones.com/us-en/financial-advisor/brian-thomas?y_source=1_MTY2Nzk3NjctNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
Directions
Rocky Mountain Planning Group
Location 48 E Beaver Creek Blvd # 308, Avon, CO 81620, USA
Phone (970) 949-9281
Directions
Financial Advisors in Eagle County, CO

Where Certified Financial Advisors in Eagle County, CO Serve

Eagle County, nestled in the heart of the Rocky Mountains, boasts a plethora of breathtaking landmarks, from the majestic peaks of Vail Mountain to the crystal-clear waters of Gore Creek. Home to some of the top employers in the state, including Vail Resorts and the Vail Health Hospital, this region is a hub of economic activity and growth. Major highways such as I-70 and US-6 connect the county to the rest of Colorado and beyond, while bustling streets like Bridge Street and Broadway offer endless opportunities for shopping, dining, and entertainment. With neighborhoods ranging from the luxurious enclaves of Vail Village to the charming streets of Eagle Ranch, there's something for everyone in this vibrant and dynamic community.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Eagle County, CO are serviced by banks in a variety of ways. One of the most common ways is through traditional banking services such as checking and savings accounts, loans, and credit cards. However, due to the county's large tourism industry, many banks also offer specialized services such as foreign currency exchange and travel insurance. Additionally, with a high number of outdoor enthusiasts in the area, many banks offer unique services such as financing for recreational vehicles and outdoor gear purchases. Overall, banks in Eagle County cater to the needs of the community by offering a diverse range of services to meet their specific needs.

Insurance Broker

Residents of Eagle County, CO can benefit from the expertise of an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best insurance policies that meet their specific needs. This is especially important in Eagle County, where residents face unique risks such as wildfires, hailstorms, and extreme weather conditions. An insurance broker can help residents identify and obtain insurance policies that provide adequate coverage for these risks. Additionally, an insurance broker can help residents save money by comparing policies and finding discounts that they may not have been aware of. With the help of an insurance broker, residents of Eagle County can have peace of mind knowing that they are protected against the risks they face and that they are not overpaying for insurance.

Retirement Planning

Residents of Eagle County, CO would benefit greatly from the services of a retirement planner. With a population of just over 55,000, Eagle County is home to many retirees who have unique financial needs and challenges. A retirement planner can help these residents navigate the complexities of retirement planning, including managing income streams, minimizing taxes, and ensuring their assets are protected. Additionally, with the high cost of living in Eagle County, a retirement planner can help retirees stretch their savings and investments further, ensuring they can enjoy a comfortable retirement without worrying about running out of money. Overall, a retirement planner can provide invaluable guidance and support to residents of Eagle County as they navigate the transition to retirement.

Wealth Management

Residents of Eagle County, CO could benefit from the expertise of a wealth manager in several ways. One of the most common ways would be in managing their investment portfolios. With the county's economy heavily reliant on tourism, residents may have unique investment needs and goals. A wealth manager could help them navigate the volatile market and make informed investment decisions that align with their financial objectives. Additionally, with the high cost of living in Eagle County, a wealth manager could assist residents in creating a comprehensive financial plan that includes retirement planning, estate planning, and tax optimization. Overall, a wealth manager could provide valuable guidance and support to help residents of Eagle County achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Eagle County, CO can greatly benefit from the services of a mortgage loan officer. These professionals specialize in helping individuals and families secure financing for their dream homes. In Eagle County, where the cost of living can be high, a mortgage loan officer can provide valuable guidance on the best loan options available and help residents navigate the complex process of securing a mortgage. They can also provide advice on how to improve credit scores, which is especially important in a county where many residents work in seasonal industries and may have fluctuating income. With the help of a mortgage loan officer, residents of Eagle County can achieve their homeownership goals and enjoy the many benefits of living in this beautiful part of Colorado.

Tax Services

Residents of Eagle County, CO can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to navigate the complex tax laws and regulations specific to the area. For example, Eagle County is known for its high cost of living and many residents own second homes or investment properties, which can lead to unique tax implications. A tax advisor can help residents understand how to properly report and deduct expenses related to these properties. Additionally, the advisor can provide advice on how to maximize deductions and credits, minimize tax liabilities, and plan for future tax obligations. Overall, a tax advisor can be a valuable resource for Eagle County residents seeking to optimize their financial situation and minimize their tax burden.

Estate Planning Lawyer

Residents of Eagle County, CO can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. This can ensure that their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. In Eagle County, where the cost of living is higher than the national average, an estate planning lawyer can also help residents minimize taxes and protect their assets from creditors. Additionally, with the county's growing population of retirees, an estate planning lawyer can assist with long-term care planning and Medicaid eligibility. Overall, an estate planning lawyer can provide peace of mind and protection for residents of Eagle County, CO.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Eagle County, CO

A financial advisor in Eagle County, CO can provide a wide range of financial advising services to individuals and businesses. From retirement planning to investment management, they can help clients identify their financial goals and create a comprehensive plan to achieve them. One specific aspect of Eagle County that financial advisors must take into account is the unique economic landscape of the area. With a thriving tourism industry and a high cost of living, financial advisors must consider the potential impact of seasonal employment and fluctuating income on their clients' financial plans. Additionally, they must navigate the complex tax laws and regulations specific to the state of Colorado, ensuring that their clients are maximizing their tax savings while staying compliant with state and federal laws. Overall, a financial advisor in Eagle County must possess a deep understanding of the local economy and financial landscape to provide the most effective and tailored financial advising services to their clients.

Eagle County, CO is undoubtedly the best place to seek financial advising. Nestled in the heart of the Rocky Mountains, this region boasts a unique blend of natural beauty and economic prosperity. The county is home to a diverse range of businesses, from ski resorts to tech startups, making it an ideal location for individuals seeking financial guidance. Furthermore, the local financial advisors in Eagle County are experts in navigating the unique financial challenges faced by residents of this mountainous region. With a deep understanding of the local economy, tax laws, and investment opportunities, these advisors are equipped to provide tailored advice to meet the specific needs of each client. Whether you're looking to invest in real estate, plan for retirement, or grow your business, Eagle County's financial advisors have the expertise and experience to help you achieve your financial goals.