Financial Planners in Fort Collins

Balanced Financial Inc

3711 John F Kennedy Pkwy #230, Fort Collins

Mon 9AM - 6PM

“I was absolutely stunned at the clarity of Greg’s presentation of all the retirement options, beyond just the details of my pension. He brought all the variables together and made me feel confident in a decision to start the retirement process now, several years before when I thought it would make sense. Thanks so much for making this decision easy!”

Vision Financial Group

1336 Oakridge Drive, Fort Collins

“No better Advisors out there. Kyle & Rod are incredibly knowledgeable, professional and driven. They are also the most trustworthy and noble people whom you'd want to have guiding your future”

Retirement & Estate Advisors Inc

4703 Boardwalk Drive, Fort Collins

Mon 8AM - 5PM

“Hands down the most honest and well-versed financial planner in Colorado. The entire team here has extensive knowledge of comprehensive financial planning. I highly recommend working with REA, integrity is hard to find in this industry, but this place has it.”

United Capital Financial Advisors

401 W Mountain Ave STE 101, Fort Collins

Mon 8AM - 4PM

Northwestern Mutual

3665 John F Kennedy Parkway bldg 1 ste 100, Fort Collins

“Josh Miller took over my life insurance account and I became a client of his in 2018. Since then I have not hesitated in referring friends and family to Josh for financial guidance. He is now a friend and I look forward to what he can do to help my wife and I manage our money wisely.”

Yoder Financial Group - Northwestern Mutual

3665 John F Kennedy Parkway bldg 1 ste 100, Fort Collins

“Ryan Yoder. Very good product and service. Can recommend him with confidence Rusty Huelle Owner of 3BIDZ, Window, Siding and Patio Door Replacement”

Dunnigan Financial Group

215 West Oak Street Ste 720, Fort Collins

Mon 9AM - 4PM

“Working with Jack was a game changer for us. He helped us build a strategy that supports both our growing business and our growing family, and we're in a much better financial position because of it.<br><br>We've hit every financial goal we set since working with Jack, including buying a house. Beyond the results, we genuinely looked forward to our meetings with him every time, which says a lot about how easy and enjoyable he makes the process.<br><br>We highly recommend Jack to anyone looking for a financial planner who takes the time to understand your specific situation and genuinely helps you get there.”

Independence Money

155 Boardwalk Dr Ste 400, Fort Collins

Mon 8AM - 4PM

“Always takes care of all our needs. They always have time for us. We wouldn't think of using anyone else. Just like family.”

Leeward Wealth Management - Kimberly Surber, Certified Financial Planner

2580 E Harmony Rd #201, Fort Collins

Mon 9AM - 5PM

“Kim is dedicated and extremely knowledgeable as a Certified Financial Planner. She has worked tirelessly to assist me in building my Retirement savings as well as investments in my 401k and Roth IRA accounts. I have and will continue to recommend her services to family and friends. I look forward to a continued working relationship with Kim.”

Long Green Planning Group

375 East Horsetooth Road Suite 3-203, Fort Collins

Mon 8AM - 5AM

“The same great service, attention and expertise I've been receiving for well over a decade.”

Bridgepoint Finanical

125 South Howes Street Suite 910, Fort Collins

Mon 9AM - 5PM

“We have been clients for nearly 13 years and have never been steered wrong. Terri developed sound financial plans that allowed us to retire comfortably (and I early!), routinely checks in, offers sound advice and is a consummate professional. We have recommended Fassi Financial to a number of people who have also become satisfied customers. We couldn't be happier with the service and highly recommend them.”

Wealth Management Associates of CO

4025 Automation Way, Fort Collins

Mon 8AM - 4PM

“If you want someone who will grow your portfolio with you, Jody is your man! He always explains investment vehicles to you until you understand what you're investing in. If you have stupid questions about how to invest or how to retire, Jody will never make you feel anything but prepared. Best of all, he is easily available. As a matter of fact, when the market falls, Jody will probably be calling you to see if you have any questions. I've been retired less than a year but I hope Jody is well compensated for the service he provided because I know I am”

Kyle S. Scott, CFP

2000 South College Avenue Ste 310, Fort Collins

“Saved my future after a bad situation with another planner. Works hard too put his clients first.”

OakTree Financial Planning

155 Boardwalk Drive Suite 300, Fort Collins

“Very kind and easy to talk to regarding my finances. It's refreshing to not feel patronized when seeking financial guidance and wisdom.”

Wealth Management Group, LLC - Certified Financial Planners

409 Mason Ct UNIT 129, Fort Collins

Mon 8AM - 4:30PM

“Patti has been beyond helpful in helping me deal with my mother's estate. Prior to that, she was amazing in working with my mom and all of her accounts. I highly recommend Patti! She is very thorough, thoughtful, and knowledgeable.”