Best Financial Advisors in Greenwood Village, CO

We did the hard work of finding trustworthy partners in Greenwood Village, CO. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Greenwood Village, CO Fiduciary Financial Advisors

SEC File# 801-10970
CRD# 6413
Location 6021 S Syracuse Way # 310, Greenwood Village, CO 80111, USA
Phone (303) 414-0300
Directions
SEC File# 801-60943
CRD# 119290
5 out of 5
Location 5460 S Quebec St Ste 333, Greenwood Village, CO 80111, USA
Phone (303) 771-3088
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 – 3:00 PM Saturday: Closed Sunday: Closed
Directions
Prosperion Financial Advisors
5 out of 5
Location 8400 E Prentice Ave #1125, Greenwood Village, CO 80111, USA
Phone (303) 793-3202
Directions
Edward Jones - Financial Advisor: Nick Halpin, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 6950 E Belleview Ave Ste 204, Greenwood Village, CO 80111, USA
Phone (303) 979-6640
Directions
Northwestern Mutual
3 out of 5
Location 5655 S Yosemite St #100, Greenwood Village, CO 80111, USA
Phone (303) 996-2382
Directions
Carissa Henderson - RBC Wealth Management Financial Advisor
Location 5251 DTC Pkwy Suite 1200, Greenwood Village, CO 80111, USA
Phone (303) 488-3653
Directions
Jackie Johnson - RBC Wealth Management Financial Advisor
Location 5251 DTC Pkwy Suite 1200, Greenwood Village, CO 80111, USA
Phone (303) 488-3618
Directions
Edward Jones - Financial Advisor: Jeff Bjornebo
SEC File# 801-3297
CRD# 250
Location 5980 S Holly St, Greenwood Village, CO 80111, USA
Phone (303) 779-4411
Time Monday: 7:30 AM – 2:30 PM Tuesday: 7:30 AM – 2:30 PM Wednesday: 7:30 AM – 2:30 PM Thursday: 7:30 AM – 2:30 PM Friday: 7:30 AM – 2:30 PM Saturday: Closed Sunday: Closed
Directions
Merrill Lynch Wealth Management Advisor Elizabeth M Miller
Location 6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, USA
Phone (303) 689-8046
Directions
Downing Street Wealth Management, LLC
Location 6021 S Syracuse Way #312, Greenwood Village, CO 80111, USA
Phone (303) 587-5744
Directions
Morgan Stanley Financial Advisors
Location 5251 DTC Pkwy Suite 1500, Greenwood Village, CO 80111, USA
Phone (720) 488-2300
Directions
Merrill Lynch Wealth Management
3 out of 5
Location 6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, USA
Phone (303) 689-0200
Directions
Merrill Lynch Wealth Management Advisor Ora DeMorrow
Location 6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, USA
Phone (303) 689-8052
Directions
Merrill Lynch Wealth Management Advisor Michael Mullen
5 out of 5
Location 6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, USA
Phone (303) 689-8085
Directions
Merrill Lynch Wealth Management Advisor Riley Joseph Goldstein
Location 6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, USA
Phone (303) 689-8020
Directions
Merrill Lynch Wealth Management Advisor Deanna M Myer
Location Plaza Tower One, 6400 S Fiddlers Green Cir Suite 1100, Greenwood Village, CO 80111, USA
Phone (303) 689-8027
Directions
Edward Jones - Financial Advisor: Vicky Washburn, CFP®
SEC File# 801-3297
CRD# 250
Location 8101 E Prentice Ave #575, Greenwood Village, CO 80111, USA
Phone (720) 769-7824
Directions
Nicholas Anderson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 5420 S Quebec St Ste 105, Greenwood Village, CO 80111, USA
Phone (303) 221-6416
Directions
Oak Street Investments
5 out of 5
Location 5500 Greenwood Plaza Blvd #130, Greenwood Village, CO 80111, USA
Phone (720) 515-6822
Directions
Peak Financial Guidance LLC
Location 6312 S Fiddlers Green Cir #300e, Greenwood Village, CO 80111, USA
Phone (303) 667-5117
Directions
True Wealth Advisors Inc.
SEC File# 801-108848
CRD# 285507
5 out of 5
Location 8301 E Prentice Ave #403, Greenwood Village, CO 80111, USA
Phone (720) 862-3905
Directions
Edward Jones - Financial Advisor: Marty Volin, CRPC®
SEC File# 801-3297
CRD# 250
Location 5910 S University Blvd Ste C4, Greenwood Village, CO 80121, USA
Phone (303) 797-0446
Directions
Transform Wealth | Denver
Location 6400 S Fiddlers Green Cir Ste 1600, Greenwood Village, CO 80111, USA
Phone (303) 741-2560
Directions
Merrill Lynch Wealth Management Advisor William T Epping
Location 6400 S Fiddlers Green Cir 11th Floor, Suite 1100, Greenwood Village, CO 80111, USA
Phone (303) 689-8005
Directions
Financial Advisors in Greenwood Village, CO

Where Certified Financial Advisors in Greenwood Village, CO Serve

Greenwood Village, CO is a vibrant city nestled in the heart of the Denver metropolitan area. It boasts a variety of landmarks, including the Fiddler's Green Amphitheatre, which hosts concerts and events throughout the year. The city is also home to the Denver Tech Center, a hub for technology and business that houses top employers such as Comcast, IBM, and Charles Schwab. Major highways and streets in the area include I-25, which runs north-south through the city, and Arapahoe Road, a major east-west thoroughfare. Greenwood Village is divided into several neighborhoods, including Cherry Creek Vista, Orchard Hills, and The Preserve at Greenwood Village. Each neighborhood has its own unique character and charm, with a mix of residential and commercial properties. Overall, Greenwood Village is a thriving community with plenty of opportunities for work, play, and relaxation.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Greenwood Village, CO have a variety of options for banking services. Many banks offer traditional services like checking and savings accounts, loans, and credit cards. However, one unique aspect of banking in Greenwood Village is the emphasis on personalized service. With a population of just over 15,000, many residents have established relationships with their local bank and its employees. Additionally, many banks in the area offer specialized services like wealth management and investment advice, catering to the affluent population of the town. Overall, residents of Greenwood Village can expect a high level of customer service and tailored financial advice from their local banks.

Insurance Broker

Residents of Greenwood Village, CO can benefit from the expertise of an insurance broker in a number of ways. One of the most common ways an insurance broker can help is by finding the right insurance policies to fit the unique needs of Greenwood Village residents. With its affluent population and high median home value, residents of Greenwood Village may require insurance policies with higher coverage limits than those in other areas. An insurance broker can help residents navigate the complex world of insurance and find policies that provide adequate coverage for their homes, cars, and other assets. Additionally, an insurance broker can help residents save money by comparing policies from multiple providers and negotiating better rates. Overall, an insurance broker can provide valuable guidance and support to residents of Greenwood Village, ensuring they have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Greenwood Village, CO could benefit from the expertise of a retirement planner in a number of ways. For starters, a retirement planner can help residents create a personalized financial plan that takes into account their unique goals and circumstances. This can include strategies for maximizing retirement savings, minimizing taxes, and managing risk. In addition, a retirement planner can provide guidance on important decisions such as when to start taking Social Security benefits and how to structure withdrawals from retirement accounts. Given that Greenwood Village is a relatively affluent community with a high cost of living, residents may also benefit from specialized advice on estate planning and asset protection. Overall, a retirement planner can help residents of Greenwood Village navigate the complexities of retirement planning and ensure that they are well-prepared for the future.

Wealth Management

Residents of Greenwood Village, CO could benefit from the guidance of a wealth manager in a variety of ways. A wealth manager can help residents create a personalized financial plan that takes into account their unique goals and circumstances. This may include advice on investments, retirement planning, tax strategies, and estate planning. Additionally, a wealth manager can provide ongoing support and guidance to help residents navigate life changes and financial challenges. With its high median household income and reputation as a desirable place to live, Greenwood Village residents may have complex financial needs that require the expertise of a wealth manager to ensure their financial success.

Mortgage Loan Officer

Residents of Greenwood Village, CO can benefit greatly from the assistance of a mortgage loan officer. These professionals can help residents navigate the complex process of obtaining a mortgage loan, ensuring that they get the best possible terms and rates. One specific aspect of Greenwood Village that a mortgage loan officer can help with is the high cost of living in the area. With a median home value of over $1 million, many residents may struggle to find affordable housing options. A mortgage loan officer can work with residents to find loan programs that fit their unique financial situation, making it possible for them to purchase a home in this desirable community. Additionally, a mortgage loan officer can provide guidance on the various loan options available, such as fixed-rate or adjustable-rate mortgages, and help residents determine which option is best for their needs.

Tax Services

Residents of Greenwood Village, CO can benefit greatly from the services of a tax advisor. With a median household income of $144,000, many residents may have complex tax situations that require expert guidance. A tax advisor can help residents navigate the intricacies of federal and state tax laws, identify deductions and credits that may lower their tax bill, and ensure compliance with tax regulations. Additionally, residents who own businesses or rental properties may need assistance with tax planning and preparation. A tax advisor can help them maximize their deductions and minimize their tax liability. Overall, a tax advisor can provide valuable support to Greenwood Village residents in managing their finances and achieving their financial goals.

Estate Planning Lawyer

Residents of Greenwood Village, CO can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help residents is by creating a comprehensive estate plan that ensures their assets are distributed according to their wishes. This is especially important in Greenwood Village, where the median home value is over $1 million and many residents have significant assets to protect. An estate planning lawyer can also help residents minimize taxes, avoid probate, and establish trusts to provide for their loved ones. Additionally, with the increasing popularity of digital assets, an estate planning lawyer can help residents ensure that their online accounts and digital property are properly accounted for in their estate plan. Overall, an estate planning lawyer can provide peace of mind for residents of Greenwood Village by helping them protect their assets and ensure that their wishes are carried out after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Greenwood Village, CO