Best Financial Advisors in Garfield County, CO

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List of Firms

Garfield County, CO Fiduciary Financial Advisors

SEC File# 801-80902
CRD# 144367
Location 55 N 4th St, Carbondale, CO 81623, USA
Phone (970) 963-9254
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Dalby Wendland & Co.
3 out of 5
Location Two Rivers Park Plaza, 201 Centennial St Suite 300, Glenwood Springs, CO 81601, USA
Phone (970) 945-8575
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Perspective Financial Advisors
Location 812 Grand Ave STE 204, Glenwood Springs, CO 81601, USA
Phone (970) 987-4901
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Morgan Stanley Smith Barney
Location 609 W Harvard Dr, Glenwood Springs, CO 81601, USA
Phone (970) 945-5800
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Mountain Wealth Partners LLC
Location 230 Center Dr, Glenwood Springs, CO 81601, USA
Phone (970) 945-6900
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Edward Jones - Financial Advisor: Hollis E Kelley Jr, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2700 Gilstrap Ct Suite 230, Glenwood Springs, CO 81601, USA
Phone (970) 928-0500
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Resource Financial Planning
Location 201, 3491, 823 Blake Ave, Glenwood Springs, CO 81601, USA
Phone (970) 945-8828
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Wells Fargo Advisors
Location 205 E Meadows Dr, Glenwood Springs, CO 81601, USA
Phone (970) 384-4470
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Two Rivers Financial Partners - Greg Guardiano
Location 1702 Coach Miller Dr, Glenwood Springs, CO 81601, USA
Phone (925) 518-3272
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Wells Fargo Advisors
Location 1201 CO-133, Carbondale, CO 81623, USA
Phone (970) 963-8737
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Independent Financial Group
SEC File# 801-62667
CRD# 7717
Location 9110 Co Rd 311, Silt, CO 81652, USA
Phone (970) 876-5405
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Willits Group
Location 1300 E Valley Rd, Basalt, CO 81621, USA
Phone (970) 927-6708
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Peter Freidel - Raymond James
Location 901 Grand Ave, Glenwood Springs, CO 81601, USA
Phone (970) 686-8482
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Edward Jones - Financial Advisor: Dave Weimer
SEC File# 801-3297
CRD# 250
Location 1199 Village Rd Suite 201, Carbondale, CO 81623, USA
Phone (970) 963-4513
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Edward Jones - Financial Advisor: Amy Fetterhoff, CFP®|ChFC®
SEC File# 801-3297
CRD# 250
Location 202 8th St, Glenwood Springs, CO 81601, USA
Phone (970) 928-0585
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Edward Jones - Financial Advisor: Brian K Dow
SEC File# 801-3297
CRD# 250
Location 1430 Railroad Ave Suite G, Rifle, CO 81650, USA
Phone (970) 665-9728
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Money Concepts
Location 401 27th St #135, Glenwood Springs, CO 81601, USA
Phone (970) 945-8369
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Tapp & Associates, Inc.
Location 1227 Grand Ave, Glenwood Springs, CO 81601, USA
Phone (970) 945-9156
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Edward Jones - Financial Advisor: Katie Preston, CRPC®
SEC File# 801-3297
CRD# 250
Location 305 Gold Rivers Ct Suite 230, Basalt, CO 81621, USA
Phone (970) 927-9800
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Edward Jones - Financial Advisor: Brian T Thomas
SEC File# 801-3297
CRD# 250
Location 305 Gold Rivers Ct Suite 230, Basalt, CO 81621, USA
Phone (970) 927-9800
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Fuller Investments LLC
Location 1067 Park W Dr, Glenwood Springs, CO 81601, USA
Phone (970) 945-5524
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Stifel
3 out of 5
Location 2520 S Grand Ave #210, Glenwood Springs, CO 81601, USA
Phone (970) 945-5275
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Edward Jones - Financial Advisor: Daniel J Chaput
SEC File# 801-3297
CRD# 250
Location 2700 Gilstrap Ct Ste 170, Glenwood Springs, CO 81601, USA
Phone (970) 928-7145
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
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Barnes Pearson & Associates LLC
Location 1607 Grand Ave, Glenwood Springs, CO 81601, USA
Phone (970) 384-0400
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Edward Jones - Financial Advisor: Blaine P Franklin
SEC File# 801-3297
CRD# 250
5 out of 5
Location 450 West Ave Suite 103, Rifle, CO 81650, USA
Phone (970) 625-2375
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Sopris Peak Advisors
Location 1620 Grand Ave, Glenwood Springs, CO 81601, USA
Phone (970) 948-9474
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Edward Jones - Financial Advisor: Rick Smidt
SEC File# 801-3297
CRD# 250
5 out of 5
Location 902 Colorado Ave, Glenwood Springs, CO 81601, USA
Phone (970) 945-4172
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Sherwood Wealth Management
Location 310 Market St, Basalt, CO 81621, USA
Phone (970) 710-0330
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Edward Jones - Financial Advisor: Craig W Snow, CRPC®
SEC File# 801-3297
CRD# 250
3 out of 5
Location 820 Castle Valley Blvd Suite 108, New Castle, CO 81647, USA
Phone (970) 984-0205
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Megan C. Malone, CPA
Location 2550 CO-82 suite a-216, Glenwood Springs, CO 81601, USA
Phone (970) 945-5771
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Sumner Schachter
Location 2520 S Grand Ave #210, Glenwood Springs, CO 81601, USA
Phone (970) 945-5275
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Flagstone Financial Advisors
Location 207 Basalt Center Cir Suite 201, Basalt, CO 81621, USA
Phone (970) 927-6777
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Roaring Fork Financial Services
Location 817 Colorado Ave #107, Glenwood Springs, CO 81601, USA
Phone (970) 930-6125
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Cose Financial Services Inc
SEC File# 801-111055
CRD# 158043
3 out of 5
Location 2202 Midland Ave, Glenwood Springs, CO 81601, USA
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Finkle Financial Services, LLC
Location 1395 Firethorn Dr, Rifle, CO 81650, USA
Phone (970) 625-2508
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Basalt Capital Services, LLC
Location 320 Main St #201, Carbondale, CO 81623, USA
Phone (970) 443-9350
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Western Slope Energy Auditors
Location Glenwood Springs, CO 81601, USA
Phone (970) 366-6545
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Ideal Financial Services
Location 160 E 26th St Suite 5, Rifle, CO 81650, USA
Phone (970) 819-3845
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Maggard & Hood PC: Maggard Roger CPA
5 out of 5
Location 901 Grand Ave #203, Glenwood Springs, CO 81601, USA
Phone (970) 945-8588
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West Michael B CPA
Location 201 Centennial St # 30, Glenwood Springs, CO 81601, USA
Phone (970) 945-8575
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Financial Advisors in Garfield County, CO

Where Certified Financial Advisors in Garfield County, CO Serve

Garfield County, CO is a vibrant and diverse region nestled in the heart of the Rocky Mountains, boasting a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Glenwood Canyon to the world-renowned ski resorts of Aspen and Snowmass, Garfield County is a haven for outdoor enthusiasts and culture aficionados alike. The county is home to a variety of top employers, including energy companies like Encana and Williams, healthcare providers like Valley View Hospital, and educational institutions like Colorado Mountain College. Major highways and streets like I-70, Highway 82, and Grand Avenue provide easy access to the county's many attractions, while neighborhoods like Glenwood Springs, Rifle, and Carbondale offer a diverse array of housing options for residents and visitors alike. With its breathtaking scenery, thriving economy, and vibrant communities, Garfield County is truly a gem of the Rocky Mountains.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Garfield County, CO are serviced by banks in a variety of ways. One of the most common ways is through traditional checking and savings accounts, which allow residents to securely store and access their money. Another way is through loans, which can be used to purchase homes, cars, and other big-ticket items. In addition, many banks in Garfield County offer online and mobile banking services, which make it easy for residents to check their account balances, transfer funds, and pay bills from the comfort of their own homes. One specific thing about Garfield County is its booming tourism industry, which means that many banks in the area also offer specialized services for visitors, such as currency exchange and travel insurance.

Insurance Broker

Residents of Garfield County, CO could benefit greatly from the services of an insurance broker. With the county's diverse population and industries, an insurance broker can help individuals and businesses navigate the complex world of insurance and find the right coverage to meet their unique needs. For example, with its significant oil and gas industry, Garfield County residents may require specialized insurance coverage for their businesses or homes. An insurance broker can provide expert advice on the best policies and coverage options available, ensuring that residents have the protection they need in the event of an accident, natural disaster, or other unforeseen circumstance. Additionally, an insurance broker can help residents save money by finding the most affordable policies that still meet their coverage needs. Overall, an insurance broker can be a valuable resource for Garfield County residents looking to protect themselves, their families, and their businesses.

Retirement Planning

Residents of Garfield County, CO can benefit greatly from the assistance of a retirement planner. One specific way in which a retirement planner can help is by providing guidance on how to best utilize retirement accounts to account for the high cost of healthcare in the region. Garfield County, CO has some of the highest healthcare costs in the state, and many residents may not be adequately prepared for these expenses in retirement. A retirement planner can help residents navigate the complexities of healthcare costs and ensure that they have a solid financial plan in place to cover these expenses. Additionally, a retirement planner can provide guidance on investment strategies, tax planning, and estate planning to help residents achieve their retirement goals and secure their financial future.

Wealth Management

Residents of Garfield County, CO can benefit greatly from the services of a wealth manager. One of the most common ways a wealth manager can help is by providing personalized investment advice that takes into account the unique economic conditions of the region. Garfield County, CO is known for its natural resources, including oil and gas, which can have a significant impact on the local economy. A wealth manager can help residents navigate the ups and downs of these industries and develop a diversified investment portfolio that minimizes risk and maximizes returns. Additionally, a wealth manager can provide guidance on retirement planning, tax strategies, and estate planning, all of which are essential for long-term financial stability. Overall, a wealth manager can help residents of Garfield County, CO achieve their financial goals and secure their financial futures.

Mortgage Loan Officer

Residents of Garfield County, CO can benefit greatly from the services of a mortgage loan officer. A mortgage loan officer can help residents secure financing for their dream homes, whether it be a single-family home or a multi-unit property. In Garfield County, where the median home price is higher than the national average, a mortgage loan officer can help residents navigate the complex process of obtaining a mortgage loan. Additionally, with the county's growing population, a mortgage loan officer can help residents find the best mortgage rates and terms to fit their unique financial situation. Overall, a mortgage loan officer can provide invaluable assistance to residents of Garfield County, helping them achieve their homeownership goals and improve their quality of life.

Tax Services

Residents of Garfield County, CO can benefit greatly from the guidance of a tax advisor. One specific way a tax advisor can help is by navigating the complex tax laws related to the oil and gas industry, which is a major source of revenue for the county. With so many residents employed in this industry, it's important to ensure they are taking advantage of all available tax deductions and credits. Additionally, a tax advisor can assist with tax planning for small businesses and farmers, who make up a significant portion of the county's economy. By working with a tax advisor, residents can minimize their tax liability and maximize their financial well-being.

Estate Planning Lawyer

Residents of Garfield County, CO can benefit greatly from hiring an estate planning lawyer. One of the most common ways a lawyer can help is by creating a comprehensive estate plan that addresses the unique needs and circumstances of each client. Estate planning lawyers can assist individuals with drafting wills, establishing trusts, and designating beneficiaries for life insurance policies and retirement accounts. In Garfield County, CO, where the population is largely rural and many residents own land or have oil and gas interests, estate planning lawyers can provide guidance on how to transfer these assets to future generations while minimizing tax liabilities and ensuring that the property is used according to the client's wishes. By working with an estate planning lawyer, residents of Garfield County can have peace of mind knowing that their assets will be protected and their loved ones will be provided for after they pass away.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Garfield County, CO