Financial advisor recommendations in Colorado

Cascade Investment Group, Inc. is a finance institution located at 444 East Pikes Peak Avenue in Colorado Springs, Colorado, United States. Specializing in financial and tax planning, risk and portfolio management, the firm is managed by individuals who are actively involved in the daily management of client assets. Established in 1996, Cascade Investment Group prides itself on providing client-focused investment advice free from conflicts of interest often associated with large corporate ownership. At Cascade Investment Group, clients receive personalized and customized investment advice and solutions tailored to their individual needs. The firm does not rely on required model portfolios or investment platforms, ensuring that decisions are made with the client's best interests in mind. The experienced and knowledgeable team at Cascade Investment Group has successfully guided investors through various market cycles, striking a balance between potential rewards and risks.

Highlands Wealth Management Group, located at 3082 Evergreen Parkway in Evergreen, Colorado, is a trusted finance institution dedicated to helping individuals achieve their financial goals with personalized advice and guidance. With access to resources, expertise, and investment options from one of the nation's leading financial services companies, we can assist you in developing a flexible investment strategy that aligns with your objectives. Our services include daily and weekly market analysis from Wells Fargo Investment Institute and Wells Fargo Advisors, as well as a podcast series called Wells Fargo About Money, featuring insights from financial expert Michael Liersch. Please note that our services are available to residents of select states in the U.S., and we recommend consulting with our financial advisor for more information. Securities-related services are offered through Wells Fargo Advisors Financial Network, LLC, while insurance products are provided by nonbank insurance agency affiliates of Wells Fargo & Company. As we value transparency, please be aware that opinions and actions on social media do not necessarily reflect the views of our firm. By clicking on external links, you will be redirected to third-party websites not affiliated with Wells Fargo Advisors, so we advise reviewing their policies and terms before proceeding. Let us help you plan for a secure financial future with confidence.

The Kelly & Wohlner Group is a boutique, private wealth management practice located at 1726 Cole Boulevard, Lakewood, Colorado, United States. Our team provides personalized strategies, knowledgeable advice, and client-driven solutions to successful individuals and families. As fiduciaries, we prioritize your interests in all decisions, striving for long-term growth and shared success. We work closely with you to understand your values, needs, and vision for the future, creating customized financial plans that align with your goals. Our mission is to provide insightful guidance, robust investment knowledge, and transparent wealth management solutions, ensuring that you achieve your long-term objectives. We collaborate with your trusted advisors to ensure cohesion across all areas of your financial life, staying up-to-date on market conditions and global events to provide informed, proactive advice. Hightower Advisors, LLC is a SEC registered investment adviser, and we do not receive commissions on products we recommend. Our commitment to quality, integrity, and transparency sets us apart as trusted advisors dedicated to your financial success.

Bertsch Investment Strategies is a finance institution located at 3120 Village Vista Drive, Erie, Colorado, United States. The institution is dedicated to helping clients take a proactive approach to their personal financial situation, making sound decisions for their financial future. Services include assistance with investing, retirement planning, estate planning, and wealth preservation. The institution provides insights and analysis on economic outlooks, market trends, and investment strategies from the Wells Fargo Investment Institute. Clients can benefit from a customizable planning approach and support from a company focused on helping investors thrive. Please note that securities-related services may not be available in all states and products listed may have restrictions depending on client country of residence. Insurance products are also offered through nonbank insurance agency affiliates. Social Media content is intended for U.S. residents only. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. It is recommended to review the third-party's policies and terms before proceeding.

Maia Wealth, located at 1401 17th Street in Denver, Colorado, is a finance and insurance agency dedicated to helping clients create a better financial future. As an independent Registered Investment Advisor (RIA), Maia Wealth offers comprehensive financial planning services with a team of experienced and credentialed professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, money managers, and attorneys. The team at Maia Wealth focuses on investment management, addressing all aspects of a client's financial plan, from estate planning and tax strategy to retirement and charitable planning. They are committed to providing unbiased and conflict-free investment advice as independent fiduciaries.

Bruce Tveten - Thrivent is a finance institution located at 717 5th Avenue in Longmont, Colorado, United States. They are licensed in multiple states including AZ, CA, CO, MT, OH, TX, VA, WA, and WY. The institution offers advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own professionals in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. and licensed financial advisors. For more information on their services and professional designations, visit their website or FINRA's Broker Check.

Kyle Kinsinger - Thrivent is a finance institution located at 3000 Lawrence Street in Denver, Colorado, United States. Our mission is to help people live wisely through meaningful conversations. We are licensed in multiple states including AK, AZ, CO, FL, IA, IL, KY, MI, MO, MT, and TX. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for such matters. Our Financial Planning Framework offers advice and guidance on a client's financial situation, with the option to further engage in our Dedicated Planning Services for a fee.

Stephen Chase - Thrivent is a finance institution located at 9137 East Mineral Circle, Centennial, Colorado, United States. Licensing for financial services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.

Jaime Stantz - Thrivent is a finance institution located at 9137 East Mineral Circle in Centennial, Colorado, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Karl Streufert - Thrivent is a finance institution located at 9137 East Mineral Circle, Centennial, Colorado, United States. They are licensed in multiple states including CO, FL, IA, MD, MN, PA, UT, and VT. The institution focuses on building life-long relationships with clients to protect their families and invest in their future. They offer advice on saving money, minimizing taxes, and creating strategies that make sense for each individual's situation. Serving the Metro Area, including cities like Aurora, Castle Rock, Denver, and more, they provide financial planning services through their Financial Planning Framework. Thrivent does not provide legal, accounting, or tax advice, but can refer clients to professionals in those fields. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc. They are a registered investment adviser and a subsidiary of Thrivent Financial for Lutherans. Clients can further engage with Thrivent through Dedicated Planning Services for a fee, which results in written recommendations. Financial advisors at Thrivent are credentialed to provide investment advisory services and can be verified through FINRA's Broker Check. For more information on professional designations and requirements, visit their website.

Chris Anderson - Thrivent is a finance institution located at 9250 East Costilla Avenue, Greenwood Village, Colorado, United States. They offer licensing through the State Insurance Department, with services available through the National Association of Insurance Commissioners website. The institution does not provide legal, accounting, or tax advice, but offers advice and guidance through its Financial Planning Framework. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check. Professional designations and requirements can be found at https://www.thrivent.com/designations.

David Grundy - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado. Licensing information can be found on the State Insurance Department's website, as Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients can receive advice and guidance through Thrivent's Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Securities and investment advisory services are provided by licensed financial advisors, who are credentialed to offer investment advice. For more information on professional designations and requirements, visit the Thrivent website or FINRA's Broker Check.

Stephen Harms - Thrivent is a finance institution located at 9250 East Costilla Avenue, Denver, Colorado, United States. They are licensed in multiple states including CO, FL, KY, NC, NE, NJ, PA, and WY. Thrivent offers financial advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with a professional in those areas. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Their financial advisors are licensed and credentialed to provide investment advisory services. For more information on their services and professional designations, visit their website or FINRA's Broker Check.

John Manzanares - Thrivent is a finance institution located at 9250 East Costilla Avenue, Suite 450, Greenwood Village, Colorado. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with a professional in those areas. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Keith Wright - Thrivent is a finance institution located at 9250 East Costilla Avenue in Greenwood Village, Colorado, United States. The institution is licensed in multiple states, including AZ, CO, FL, IL, IN, KS, LA, MA, MT, ND, NE, NV, OK, SD, TX, UT, VA, and WY. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent offers financial planning services through its Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee.

Nathan Palmquist - Thrivent is a finance institution located at 9250 East Costilla Avenue, Suite 450, Greenwood Village, Colorado, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Dancing Bull Wealth Management is a finance institution located at 7660 Goddard Street, Suite 258, Colorado Springs, Colorado, United States. Our services are available to residents of (AZ, CA, CO, FL, IA, IL, KS, MN, MO, NC, NE, NM, NV, NY, PA, TX, UT, VA, WA, WI, WY). We offer investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN), a registered broker-dealer. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may have restrictions depending on client country of residence. For individuals residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell any securities. Social Media content and opinions are those of third parties and do not necessarily reflect the views of our institution.

Rick Hayes - State Farm Insurance Agent is an insurance agency located at 3818 South Broadway, Englewood, Colorado, United States. Our agency specializes in Auto, Fire, Commercial, Life, and Health Insurance, as well as Renters and Financial Services. With over 40 years of experience with State Farm, Rick Hayes and his team have a combined experience of over 100 years. We take pride in providing our customers with personalized insurance solutions to meet their needs. Our market area includes Englewood, Cherry Hills, Greenwood Village, Littleton, Sheridan, Centennial, Denver, Lakewood, Wheat Ridge, Aurora, Highlands Ranch, Lone Tree, Castle Rock, Morrison, Evergreen, Conifer, Bailey, Watkins, Bennett, and the eastern plains. We also serve customers in the north Denver area, including Broomfield, Thornton, Northglenn, Boulder, Superior, Erie, and Weld County.

Farmers Insurance - John Stringfellow is a local insurance agency located at 1919 8th Street in Boulder, Colorado. With over 30 years of industry experience, John Stringfellow is dedicated to helping you understand your coverage options, whether it's for home, life, commercial insurance, financial services, and more. He takes the time to get to know you and your situation in order to provide the best insurance recommendations possible, ensuring that you feel comfortable with your insurance decisions. The agency offers a wide range of insurance products, including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and recreational insurance. Stringfellow also offers financial services to help you build a solid financial plan for the future. Visit the agency today for personalized insurance advice and excellent customer service.

Trent Ehrlich - State Farm Insurance Agent is located at 6680 Gunpark Drive in Boulder, Colorado. As a graduate from Western Kentucky University and a dedicated husband and father, Trent Ehrlich and his team of licensed professionals are committed to helping you with all of your insurance and financial services needs. From auto and home insurance to life and health insurance, they are here to assist you in finding the coverage that suits your individual requirements. In addition, Trent Ehrlich - State Farm Insurance Agent also specializes in providing insurance solutions for small business owners. They offer valuable tips on lightning protection, safe teen driving practices, and the dangers of drunk driving. For your security, sensitive personal information should not be shared on their website, and if you encounter any difficulties while using the site, you can contact them directly at (303) 440-4416.

Josh Holesinger - State Farm Insurance Agent is an insurance agency located at 7800 East Dorado Place, Greenwood Village, Colorado, United States. Situated right next to the Landmark Shopping Center, our team is dedicated to being the primary source of life management for our customers in Denver and surrounding communities. We offer a range of insurance products including auto, home, life, health, and business insurance to help individuals achieve their short and long term financial goals. We provide valuable information on insurance coverage and financial needs, ensuring our clients are well-informed and prepared for any situation. Our services extend to helping students transition from home to college by discussing finances, health, and insurance. We also offer tips on DIY auto maintenance to combat rising repair costs.

Dan Farland - State Farm Insurance Agent is a reputable insurance agency located at 10970 South Parker Road in Parker, Colorado. Serving the community since 1988, Dan Farland is a Silver Scroll Qualifier, Life Honor Agent, and Ambassador for Life Qualifier. As a member of the Parker Chamber of Commerce, Dan Farland is dedicated to extensive education and community involvement. With a Bachelor of Science degree from Brigham Young University, Dan Farland has been a Parker resident since 1986. At Dan Farland - State Farm Insurance Agent, the focus is on transfers and relocations, providing personalized insurance solutions to meet the needs of each individual. Whether you need auto, home, life, or pet insurance, Dan Farland is here to help protect what matters most to you. With a commitment to customer service and a deep understanding of the insurance industry, Dan Farland is dedicated to providing peace of mind to his clients.