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Financial Planners to Avoid

99

Top Rated Financial Planners

12

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  • Only 11% of Longmont Financial Planners are reliable
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Over 1,125 reviews for
Longmont Financial Planners from people just like you.

D
"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Local Articles in Longmont

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Angie's Answers

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Financial Advising reviews in Longmont

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Longmont Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Longmont Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Longmont Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Longmont Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Longmont Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Longmont Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Longmont Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Longmont Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Longmont Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Longmont Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Longmont Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Longmont Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Longmont Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Longmont Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Longmont Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Longmont Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Longmont Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Longmont Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Longmont Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

All Financial Planners 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!

3 Pointe Financial

8001 Irvine Center Dr

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

Advisor Databases

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

ALAN GUILLAUDEU PC

1385 S COLORADO BLVD
Denver

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

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

Bloch Rothman Inc

3621 E 12th Ave
Denver

Boost Credit 101

3773 E Cherry Creek N Dr
Denver

Careful Debt Consolidation

511 East Colfax Avenue

Colorado Financial Solutions,Inc

6834 S. University Blvd., # 470
Centennial

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

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

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

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

First Class Financial Services

1777 South Harrison Street #1505
Denver

Foster Law Group PC

3515 S Tamarac Dr #200
Denver

Freedom For Living

4714 Scenic Ave.
Firestone

Freyman CPA, P.C.

40 Exchange Place

Front Range Financial

4 W Dry Creek Cir Ste 200
Littleton

Funderburk Financial

1113 6th Ave
Longmont

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

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

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

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

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

Lifetime Investment Planning

1610 Hover St., Ste. 202
Longmont

Lowell, Blake & Associates

141 Tremont Street

Make Sense Money

Mountain Financial LLC
5445 Dtc Pkwy, Penthouse Four, Greenwood Village

Marchand & Co CPA's PC

2003 Southern Blvd SE

MoneySense

3455 Fordham Ct
Boulder

NATIONAL PLANNING CORP

412 TERRY ST
Longmont

New York Life Insurance Sarah Hanratty

520 Main St. Unit D
Longmont

Northwestern Mutual Financial-Demetrius Johnson

707 17th Street Suite 3700
Denver

Norton Law, P.C.

9896 Rosemont Ave, Ste. 103
Lone Tree

Oxford Mortgage, LLC

6300 S Syracuse Way, Suite 280
Centennial

Patrick Becker, Farmers Insurance

5387 Manhattan Cir Ste 104
Boulder

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

S P Johnson Group

2025 Delaware Ave

Sean Morton State Farm Insurance

6746 W. Coal Mine Ave.
Littleton

Simplexity Wealth Management LLC

3227 W. Yarrow Circle
Louisville

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

The Home Loan Arranger

512 Cook St #100
Denver

The KCR Group at First Cal Colorado

149 S. Briggs Street
Erie

The Mutual Fund Store

9500 Heritage Hill Cir
Lone Tree

The Wrightway Accounting Services LLC

1685 S Blackhawk Wy
Aurora

Todd Andreff, c.t.p. Tax Accounting Services

225 Union Blvd. Suite #150
Denver

United Gold Direct

2945 Townsgate Road

USAA

9800 Fredreicksburg Rd

Vitality Synergies

10872 West Evans 3F
Lakewood

Wealth Engineers

600 17th St., Suite 2800 South
Denver

Wendy Campbell & Associates

7350 E Progress Place, Suite 100
Cherry Hills Village

Westerra Credit Union

3700 E Alameda Ave
Denver

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