Best Financial Advisors in Monument, CO

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List of Firms

Monument, CO Fiduciary Financial Advisors

Capital Financial
Location 325 2nd St, Monument, CO 80132, USA
Phone (719) 481-1474
Directions
Peak Financial Group, LLC
Location 545 3rd St #3411, Monument, CO 80132, USA
Phone (719) 331-1100
Directions
Edward Jones - Financial Advisor: Brad A Lundberg, CFP®|AAMS™
SEC File# 801-3297
CRD# 250
Location 16055 Old Forest Point Suite 100, Monument, CO 80132, USA
Phone (719) 481-0043
Language https://www.edwardjones.com/us-en/financial-advisor/brad-lundberg
Directions
Crystal Creek Wealth Management
Location 1832 Woodmoor Dr Suite 212, Monument, CO 80132, USA
Phone (719) 822-0101
Directions
Financial Advisors in Monument, CO

Where Certified Financial Advisors in Monument, CO Serve

Monument, CO is a charming town nestled in the foothills of the Rocky Mountains. The town is home to several landmarks, including the Monument Hill Park, which offers breathtaking views of the surrounding landscape. Another notable landmark is the Tri-Lakes Center for the Arts, which showcases local artists and hosts various cultural events throughout the year. Top employers in Monument include the Lewis-Palmer School District, which provides education to thousands of students in the area, and the Monument Health and Wellness Center, which offers a wide range of healthcare services to residents. Major highways and streets in the area include Interstate 25, which runs north-south through the town, and Highway 105, which connects Monument to nearby towns and cities. The town is also home to several neighborhoods, including the Woodmoor and Jackson Creek communities, which offer a variety of housing options for residents. Overall, Monument, CO is a vibrant and dynamic town with plenty to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Monument, CO have several options when it comes to banking services. One of the most common ways that residents are serviced by banks is through ATM machines, which are conveniently located throughout the town. Monument is a small, tight-knit community that values personal relationships, so it's not uncommon for residents to visit their local bank branch to conduct their banking needs. In addition to traditional banking services such as checking and savings accounts, Monument residents also have access to specialized services like home loans and investment accounts. With a variety of options available, residents of Monument can easily find a bank that meets their unique financial needs.

Insurance Broker

Residents of Monument, CO can benefit greatly from the services of an insurance broker. Monument is a small town located in El Paso County, Colorado, and its residents may have unique insurance needs that require personalized attention. An insurance broker can help residents navigate the complexities of insurance policies, understand their coverage options, and find the best rates for their specific needs. For example, with the frequent hailstorms in Monument, an insurance broker can help residents find a policy that covers hail damage to their homes and vehicles. Additionally, an insurance broker can also assist residents in finding affordable health insurance, life insurance, and disability insurance. Overall, an insurance broker can provide valuable guidance and support to ensure that Monument residents have the coverage they need to protect themselves and their assets.

Retirement Planning

Residents of Monument, CO can benefit greatly from the guidance of a retirement planner. Monument is a small town with a growing population of retirees, and a retirement planner can help these individuals navigate the complexities of retirement planning. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique needs and goals of each individual. This includes factors such as social security benefits, pension plans, and investment portfolios. Additionally, a retirement planner can provide advice on tax planning, healthcare costs, and estate planning. With the help of a retirement planner, residents of Monument, CO can feel confident and prepared for their retirement years.

Wealth Management

Residents of Monument, CO can benefit greatly from the expertise of a wealth manager. Monument is a small town with a population of around 6,000, located just north of Colorado Springs. Despite its size, there are many families and individuals in Monument who have accumulated significant wealth through business ventures, investments, or other means. A wealth manager can help these individuals and families manage their finances, plan for retirement, and invest wisely. They can also provide guidance on tax planning and estate planning, which can be particularly important for those with substantial assets. With the help of a wealth manager, residents of Monument can feel confident that their financial future is secure.

Mortgage Loan Officer

Residents of Monument, CO could benefit greatly from the expertise and guidance of a mortgage loan officer. Specifically, with the growing population and increasing home prices in Monument, a loan officer can help residents navigate the competitive housing market and find the best mortgage options to fit their unique financial situation. Whether it's a first-time homebuyer or someone looking to refinance, a loan officer can provide valuable insights on interest rates, loan terms, and down payment requirements. With their knowledge of the local real estate market and lending practices, a loan officer can help residents of Monument, CO achieve their dream of owning a home.

Tax Services

Residents of Monument, CO could greatly benefit from the guidance of a tax advisor. Monument, CO is a small town with a population of just over 10,000 people. Many residents are self-employed or work in industries with complex tax laws, such as the military or aerospace. A tax advisor can help residents navigate these laws and ensure they are taking advantage of all available deductions and credits. Additionally, Monument, CO has a high concentration of retirees who may need assistance with tax planning for their retirement income and investments. A tax advisor can provide valuable advice on how to minimize taxes and maximize retirement savings. Overall, a tax advisor can provide Monument, CO residents with personalized guidance to help them make informed decisions about their finances and taxes.

Estate Planning Lawyer

Residents of Monument, CO can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help Monument residents is by creating a comprehensive estate plan that includes wills, trusts, and other legal documents that protect their assets and ensure their wishes are carried out after they pass away. Monument is a rapidly growing community, and many residents have significant assets, such as real estate and investments, that need to be protected. An estate planning lawyer can also help Monument residents navigate complex tax laws and ensure that their estate plan is up-to-date and reflects their current wishes. Overall, an estate planning lawyer can provide invaluable assistance to Monument residents who want to protect their assets and ensure their legacy lives on after they're gone.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Monument, CO

Financial advisors in Monument, CO offer a range of services to help individuals and businesses manage their finances. From retirement planning and investment management to tax planning and estate planning, financial advisors provide expert guidance and support to help clients achieve their financial goals. Monument, CO is known for its stunning natural beauty and rich history, and financial advisors in this area are uniquely positioned to help clients navigate the financial complexities that come with living in this beautiful part of the country. With their in-depth knowledge of the local economy and financial landscape, Monument, CO financial advisors can help clients make informed decisions about their money and plan for a secure financial future. Whether you're just starting out or looking to grow your wealth, a financial advisor in Monument, CO can provide the guidance and support you need to achieve your financial goals.

Monument, CO is undoubtedly the best place to get financial advising. The town's proximity to Colorado Springs, coupled with its picturesque landscape and low crime rate, make it an ideal location for financial experts to set up shop. Monument's small-town charm is also a major draw for those seeking personalized financial advice. Moreover, the town's economy is thriving, with a steady stream of new businesses and a growing population. This means that financial advisors in Monument have a wealth of opportunities to help clients grow and protect their wealth. With its unique blend of natural beauty, small-town charm, and economic vibrancy, Monument, CO is the perfect destination for anyone seeking top-notch financial advice.