Best Financial Advisors in El Paso County, CO

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List of Firms

El Paso County, CO Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Chad M Glover, CRPC™
3 out of 5
Location 1817 N Union Blvd E, Colorado Springs, CO 80909, USA
Phone (719) 635-9932
Directions
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First Command Financial Advisor - Tom Soper
Location 1277 Kelly Johnson Blvd Suite 260, Colorado Springs, CO 80920, USA
Phone (719) 599-8861
Directions
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Edward Jones - Financial Advisor: Steven E Torgerson, AAMS™
Location 9362 Grand Cordera Pkwy Suite 220, Colorado Springs, CO 80924, USA
Phone (719) 495-4411
Directions
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Edward Jones - Financial Advisor: Shaun O'Bryant
Location 13710 Struthers Rd Suite 110, Colorado Springs, CO 80921, USA
Phone (719) 487-0407
Directions
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Edward Jones - Financial Advisor: Jeff Dinkel, CFP®|AAMS™
5 out of 5
Location 2950 Professional Pl Ste 205, Colorado Springs, CO 80904, USA
Phone (719) 475-7184
Directions
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Scott Pann - RBC Wealth Management Financial Advisor
Location 102 S Tejon St Suite 460, Colorado Springs, CO 80903, USA
Phone (719) 381-0222
Directions
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Edward Jones - Financial Advisor: Nicole L Baca
5 out of 5
Location 640 Southpointe Ct STE 220, Colorado Springs, CO 80906, USA
Phone (719) 226-1610
Directions
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Legacy Wealth Planners
3 out of 5
Location 2510 N Cascade Ave Suite 120, Colorado Springs, CO 80907, USA
Phone (719) 623-3550
Directions
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Edward Jones - Financial Advisor: Aaron M Zimmerman, CFP®|AAMS™
5 out of 5
Location 6685 Delmonico Dr # A, Colorado Springs, CO 80919, USA
Phone (719) 598-0584
Directions
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Timothy B Rohlfing - Private Wealth Advisor, Ameriprise Financial Services, LLC
5 out of 5
Location 1710 Jet Stream Dr STE 205, Colorado Springs, CO 80921, USA
Phone (719) 599-7431
Directions
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Lodestar Financial Planning
5 out of 5
Location By Appointment Only, 1880 Office Club Pointe Suite 156, Colorado Springs, CO 80920, USA
Phone (719) 685-0600
Directions
Financial Advisors in El Paso County, CO

Where Certified Financial Advisors in El Paso County, CO Serve

El Paso County, located in the heart of Colorado, is a vibrant and diverse community with a rich history and a promising future. The county is home to numerous landmarks, including the stunning Garden of the Gods, the historic Manitou Springs, and the majestic Pikes Peak. It is also home to several top employers, such as the United States Air Force Academy, Fort Carson, and the University of Colorado at Colorado Springs. The county is traversed by several major highways, including Interstate 25, US Highway 24, and State Highway 83, which connect it to other parts of the state and the country. The county is also home to several bustling neighborhoods, such as downtown Colorado Springs, Old Colorado City, and the Broadmoor area, each with its own unique character and charm. Whether you are a resident or a visitor, El Paso County is a place that will captivate and inspire you with its natural beauty, cultural richness, and economic vitality.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of El Paso County, CO are serviced by banks in a variety of ways, but one of the most common is through personal checking and savings accounts. With a population of over 700,000 people, El Paso County is home to a diverse range of individuals with unique financial needs. Many local banks offer specialized services tailored to the needs of El Paso County residents, such as bilingual customer service for the county's large Hispanic population. Additionally, with its proximity to the United States Air Force Academy and Fort Carson, many banks in the area offer specialized services for military members and their families, including low-interest loans and financial counseling. Overall, banks in El Paso County play a crucial role in helping residents manage their finances and achieve their financial goals.

Insurance Broker

Residents of El Paso County, CO can benefit greatly from the assistance of an insurance broker. With so many insurance options available, it can be overwhelming to navigate the process of finding the right coverage for your needs. An insurance broker can help residents of El Paso County, CO by providing personalized guidance and recommendations based on their unique circumstances. For example, El Paso County is known for its extreme weather conditions, including hailstorms and wildfires. An insurance broker can help residents find policies that include coverage for these types of natural disasters, ensuring that they are protected in the event of a catastrophic event. Additionally, an insurance broker can help residents save money by comparing rates and finding discounts that they may not have been aware of otherwise. Overall, an insurance broker can provide valuable support to residents of El Paso County, CO as they navigate the complex world of insurance.

Retirement Planning

Residents of El Paso County, CO can benefit greatly from the services of a retirement planner. With the county's growing population of retirees, a retirement planner can provide guidance on how to maximize retirement savings and income to ensure a comfortable lifestyle in the golden years. Specifically, El Paso County has a high cost of living compared to other areas in Colorado, which can make it challenging for retirees to make ends meet. A retirement planner can help residents navigate the complex financial landscape and create a personalized plan that takes into account their unique circumstances and goals. From managing investments to creating a budget, a retirement planner can provide the expertise needed to help El Paso County residents achieve financial security and peace of mind in retirement.

Wealth Management

Residents of El Paso County, CO can benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized financial planning and investment advice to help residents achieve their financial goals. With the unique economic landscape of El Paso County, CO, a wealth manager can offer valuable insights into local investment opportunities, such as the booming aerospace and defense industries in Colorado Springs. Additionally, a wealth manager can assist residents in navigating complex tax laws and estate planning, ensuring that their wealth is protected and passed down to future generations. Overall, a wealth manager can provide residents of El Paso County, CO with the knowledge and guidance they need to make informed financial decisions and achieve long-term financial success.

Mortgage Loan Officer

Residents of El Paso County, CO would be helped by a mortgage loan officer in numerous ways. Firstly, a mortgage loan officer can help residents navigate the complex world of home loans, providing guidance on the different types of mortgages available, interest rates, and repayment options. Secondly, a mortgage loan officer can help residents secure a mortgage loan, which is crucial for those looking to purchase a home in El Paso County, where the median home value is $308,000. Additionally, a mortgage loan officer can help residents refinance their existing mortgages, potentially saving them thousands of dollars in interest payments over the life of the loan. Overall, a mortgage loan officer is an invaluable resource for residents of El Paso County, CO looking to achieve their dream of homeownership.

Tax Services

Residents of El Paso County, CO can benefit from the expertise of a tax advisor in a number of ways. One of the most common ways a tax advisor can help is by providing guidance on local tax laws and regulations specific to El Paso County. For example, El Paso County has a property tax exemption program for seniors and disabled veterans, and a tax advisor can help eligible residents navigate the application process and maximize their savings. Additionally, a tax advisor can assist with tax planning and preparation, ensuring that residents are taking advantage of all available deductions and credits and minimizing their tax liability. With the help of a skilled tax advisor, residents of El Paso County can feel confident that they are making informed decisions and maximizing their financial resources.

Estate Planning Lawyer

Residents of El Paso County, CO can benefit greatly from the services of an estate planning lawyer. These lawyers specialize in helping individuals plan for the future by creating legal documents such as wills, trusts, and powers of attorney. In El Paso County, CO, where the population is over 700,000 and growing, estate planning is especially important due to the high number of retirees and military personnel. An estate planning lawyer can help residents in El Paso County, CO ensure that their assets are distributed according to their wishes, minimize taxes, and protect their loved ones from legal disputes. With the help of an estate planning lawyer, residents of El Paso County, CO can have peace of mind knowing that their affairs are in order and their loved ones are taken care of.

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