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Over 1,520 reviews for
Longmont Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Longmont

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

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You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

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Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

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Financial Advising reviews in Longmont

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Longmont, CO

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

5280 Finance

5055 Gould Circle
Denver

A G EDWARDS & SONS INC

1079 S HOVER ST
Longmont

A Plus Credit Fix

1120 Delaware st
Denver

Academy Mortgage

1524 Belford Ct.
Evergreen

Academy Mortgage

300 Union Blvd Ste 610
Lakewood

Accelerated Benefits

5880 Venture Drive

ACF - Colorado

9777 Pyramid Court, Suite 220
Englewood

Advance SEO Inc

9701 E Iliff Ave #2319
Denver

Advisor Databases

9635 Maroon Circle, Suite 150, Englewood, CO 80112
Englewood

Affordable Interest Mortgage div of Ai Inc

7400 E Arapahoe Rd #109
Centennial

ALAN GUILLAUDEU PC

1385 S COLORADO BLVD
Denver

Allegiant Group Inc

189 W Clarkston Rd

Alliance Insurance Group

710 Golden Ridge Rd.
Golden

Allied Pet Care

4760 Willow Street, Apartment 304
Denver

Altitude Planning Group

1777 S. Harrison St. Suite 101

American Insurance Services, Inc.

20965 East Jefferson Avenue
Aurora

Aqua Corp

1510 S Acoma St
Denver

Aquifer Financial Services

10875 Dover Street, Suite 400
Westminster

Aspen Wealth Planners LLC

5445 DTC Pky
Englewood

AURORA FINANCIAL SERVICES, LLC

2851 S Parker Rd
Aurora

Avron Financial

2851 S. Parker Rd.
Aurora

AXA Advisors LLC

1675 Broadway
Denver

Bankruptcy Relief, LLC

8525 E Hampden Ave, Apartment 103
Denver

Barclay Capital

5303 Spine Rd, 2nd Floor
Boulder

Berkshire Capital Inc.

Berkshire Capital Inc. 5303 Spine Road
Boulder

Bloch Rothman Inc

3621 E 12th Ave
Denver

Bookkeeping Services

246 S Adams Dr
Louisville

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Business Web Integration

450 W 14th Streeet
Denver

Careful Debt Consolidation

511 East Colfax Avenue

Citywide Home Loans/CHL Mortgage

8795 Ralston Road, Suite 240
Arvada

Cmz

2200 Jackson Street, Suite 116
Golden

Colorado Financial Solutions,Inc

6834 S. University Blvd., # 470
Centennial

Colorado Gold Investments

4860 Chambers Rd #90
Denver

Colorado Lenders LLC

1035 Pearl St, Suite 400
Boulder

Colorado Workers Compensation Network, Inc

6635 South Dayton Street , #240
Greenwood Village

Contadeluci & Co. CPA

9034 E Easter Pl
Englewood

Cornerstone Investment Advisors LLC

1728 Sixteenth Street - Suite 200
Boulder

Crabtree Edwin H

3773 Cherry Creek N Dr Ste 575
Denver

Creative Financial Solutions Inc.

9800 Mt Pyramid Ct
Englewood

Credit Repair Denver

101 E 14th Ave

cyafinancialservices.com

410 S. Melrose Dr., Ste 210

Cypers Law, PC

700 N. Colorado Blvd, #232
Denver

Debi Huddy

Littleton

DenverWest Insurance Professionals, Inc.

1333 W. 120th Ave
Westminster

Dependable Major Merchant Inc

155 E Boardwalk
Fort Collins

EDWARD JONES

750 17TH AVE
Longmont

EDWARD JONES

636 Coffman St Ste 202
Longmont

EDWARD JONES

600 5TH AVE
Longmont

EDWARD JONES

7960 NIWOT RD
Longmont

eValue Insurance Inc

19238 E Low Dr

F.A.T. Freedom

4/41 Meinzinger Ave.

Farmers Insurance-Brian Fox

2101 Ford St
Golden

Financial & Tax Strategies, Inc

5944 S Kipling Parkway
Littleton

First Class Financial Services

1777 South Harrison Street #1505
Denver

Flatirons Business Solutions

PO Box 270482
Louisville

Freedom Financial Offices, Inc.

1926 South Coffman Street
Longmont

Freedom For Living

4714 Scenic Ave.
Firestone

Freyman CPA, P.C.

57 Washington Ave

Front Range Financial

4 W Dry Creek Cir Ste 200
Littleton

Funderburk Financial

1113 6th Ave
Longmont

Gill Capital Partners

600 S. Cherry St.
Denver

Goff Management Services, Inc.

10694 E. Asbury Ave #104

GreenStar Advisors

385 Inverness Pkwy Ste 275
Englewood

GROUP INSURANCE ANALYSTS

9195 W 44th Ave
Wheat Ridge

Guaranteed Financial Group LLC

5655 South Yosemite,
Englewood

Guaranty Bank and Trust Company

101 West Centennial Drive
Bennett

Henry Waters & Associates Inc

4740 Table Mesa Dr
Boulder

Hristopoulos & Company, PC

1120 Lincoln St, Suite 1601

iBank

3090F Pullman St

Iley and Associates, Inc.

6855 S. Havana Street # 230
Englewood

Infield Capital

1002 Walnut Street, Suite 202
Boulder

Innovative Financial, LLC

355 S, Teller St. #200
Lakewood

Integra Financial, Inc.

5105 DTC Parkway, Suite 316
Greenwood Village

Integra Financial, Inc.

5105 DTC Parkway, Suite 316
Greenwood Village

Investors Come 4th.NOW

4195 Douglas Avenue
Sedalia

IRS Tax Help Team

1201 S Beach Blvd

Jolliffe Capital Inc

11858 Bradburn Blvd
Westminster

Kozak & Associates

1745 Shea Center Drive
Highlands Ranch

KRAUSE CPAs & Business Advisors

4155 E JEWELL AVE
Denver

Latitude Financial Group

2373 Central Park Boulevard
Denver

Lendinero

848 Brickell Ave 603

Lewis, David PC

1314 Main
Louisville

Lifetime Investment Planning

1610 Hover St., Ste. 202
Longmont

Lost Angels International, Inc.

1170 Peachtree Street NE

MoneySense

3455 Fordham Ct
Boulder

Mortgage Maestro Group @ Summit Mortgage

1720 S Bellaire St #315
Denver

NATIONAL PLANNING CORP

412 TERRY ST
Longmont

New American Funding

1881 9th Street
Boulder

New York Life Insurance Sarah Hanratty

520 Main St. Unit D
Longmont

Northwestern Mutual Financial-Demetrius Johnson

707 17th Street Suite 3700
Denver

Office Goddess

Henderson

Oxford Mortgage, LLC

6300 S Syracuse Way, Suite 280
Centennial

Paragon Payroll, Inc.

14143 Denver West Pkwy
Golden

Patrick Becker, Farmers Insurance

5387 Manhattan Cir Ste 104
Boulder

Peak Communication

9101 E Kenyon Ave
Denver

Peoples Bank

900 W Castleton Road Ste 150
Castle Rock

Premier Financial Services Group

6870 West 52nd Ave Suite 100-B
Arvada

Presidential Brokerage Inc

5445 Dtc Pkwy
Greenwood Village

prime Debt Consolidation

5625 Olde Wadsworth Boulevard

principal Debt Consolidation

7830 Sheridan Boulevard

RAYMOND JAMES FINANCIAL SVC

401 MAIN ST
Longmont

RBC Wealth Management

1801 California St Ste 3900
Denver

Reed Street Capital Management

4643 S. Ulster St.
Denver

Rocky Mountain Financial Resources

1745 Shea Center Dr
Highlands Ranch

Rod Walker, MetLife Auto & Home

9800 Mt. Pyramid Court
Englewood

Safe Harbor Financial Consultants, LLC

2480 W 26th Ave Ste 120B
Denver

Sean Morton State Farm Insurance

6746 W. Coal Mine Ave.
Littleton

Sharkey, Howes & Javer

720 S. Colorado Blvd
Denver

Shuster & Company PC

10200 E Girard Ave, Suite B-321
Denver

Simplexity Wealth Management LLC

3227 W. Yarrow Circle
Louisville

SOLUTIONS FOR TUITION

9233 Park Meadows Drive
Denver

Speer Wealth Management

5200 DTC Parkway
Englewood

State Farm - Magoffin Agency

8357 N Rampart Range Rd #203
Littleton

Strategic Exit, LLC

1746 Cole Blvd, Suite 225
Golden

Summit Accounting Solutions

9360 Station St, Suite 400
Lone Tree

Summit Tax Advocates

14143 Denver West Parkway Ste 100
Golden

Superior Debt Services Inc

2625 Redwing Rd
Fort Collins

The Home Loan Arranger

512 Cook St #100
Denver

The KCR Group at First Cal Colorado

149 S. Briggs Street
Erie

USAA Bank

PO Box 33490

Value Planning and Life Insurance Agency LLC

8821 E Hampden Ave Ste 251
Denver

VERITAS Financial Planning

6383 S Rifle Street
Aurora

Vitality Synergies

10872 West Evans 3F
Lakewood

VNMutual Solutions Inc

1 Lincoln Centre

Wendy Campbell & Associates

7350 E Progress Place, Suite 100
Cherry Hills Village

Westerra Credit Union

3700 E Alameda Ave
Denver

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