Financial advisor recommendations in Golden, Colorado

Golden Eagle Financial, Ltd. is a finance institution located at 5984 South Prince Street in Littleton, Colorado, United States. Led by financial advisor Al Smith, the institution offers year-end planning to help clients proactively prepare for their financial future in 2023. As a fiduciary, Al Smith recommends changes that are truly in the best interest of his clients, ensuring a secure retirement strategy that can withstand unforeseen circumstances. With a well-rounded approach to asset management, Al Smith helps clients feel confident about the strength of their financial plan. In addition to financial services, Al Smith also shares insights on how to achieve a fulfilling and purposeful retirement experience beyond just financial goals. To schedule a meeting with Al Smith at Golden Eagle Financial, Ltd., individuals can call 303-744-1128 or email [email protected]. Meetings can be held in person at the office or virtually using ZOOM for safety during the Covid-19 pandemic. Golden Eagle Financial, Ltd. is independent of Brookstone Capital Management, LLC, and offers insurance products and services through individually licensed and appointed agents.

Intellicents is a finance institution located at 1111 Washington Avenue in Golden, Colorado, United States. Unlike many advisory firms that only cater to the wealthiest Americans, Intellicents is dedicated to helping the 99% achieve their financial goals. They offer educational resources and personalized investment advice to help individuals make their dreams a reality. Please note that the information provided is for educational purposes only and does not constitute an offer to buy or sell securities. All investments involve risk and are not guaranteed. It is recommended to consult with a tax professional before implementing any investment strategy. Intellicents Investment Solutions, Inc. is a registered investment adviser with the SEC. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States.

Aspen Leaf Wealth Management, PBC is a finance institution located at 14143 Denver West Parkway in Golden, Colorado, United States. Specializing in custom portfolios, real financial plans, and tax optimization, Aspen Leaf is dedicated to socially responsible investing through ESG screened investments. Catering to clients in their 50s or early 60s who are serious about retirement planning and minimizing taxes, Aspen Leaf also works with corporations offering retirement plans to employees. Offering model portfolios, custom ESG screened options, and individual stock recommendations for portfolios over $400,000, Aspen Leaf combines sustainable portfolios with financial planning for households with substantial investments.