Lakewood, CO

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Best Financial Advisors in Lakewood, CO

The highest-rated Financial Planning & Wealth Management firms out of 399 vetted & reviewed in the Lakewood area.

Cooney Associates

Cooney Associates

Best of 2022
(1)
Retirement and Wealth Management Solutions
“My dad has the best business”
CFP Certified
In Business Since 1958
6595 W 14th Ave Suite 100, Lakewood, CO
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JH Advisers

JH Advisers

(10)
  • Investment
  • Knowledge
  • Decisions
“One of Jo-Ann's strongest qualities is her ability to teach, helping you learn, understand, and make the best, possible choice to suit your personal financial needs.”
Licensed, BBB Rating: A+
In Business Since 2007
550 S Wadsworth Blvd #401, Lakewood, CO
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Ann Vanderslice Federal Benefits Made Simple

Ann Vanderslice Federal Benefits Made Simple

(13)
  • Team
  • Information
  • Retirement
“And she covers topics that are imperative for the late career employees to know as they approach the time for applying for retirement and making final budget analyses.”
In Business Since 2004
1 Denver Federal Center Building 45 Entrance E, 9, Lakewood, CO
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Norcross Consulting Services

Norcross Consulting Services

(19)
  • Report
  • Team
  • Company
“He taught me a lot of information that I was unaware of before such as how certains items needed to be disputed and/ or were errors and others needed to be addressed and paid to be removed but it is not always apparent which one those are”
In Business Since 2019
355 Garrison St, Lakewood, CO
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Exchange Resource Group

Exchange Resource Group

(8)
“ERG might not alleviate ALL of the complications, frustrations, and stresses that can arise in completing a 1031 exchange, but with their assistance and guidance it definitely makes the process a lot smoother.”
Below Average Price Tag
Transparent Fees & Pricing
In Business Since 2007
13701 W Jewell Ave #200, Lakewood, CO
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Financial Security Management

Financial Security Management

(4)
Tax, Real Estate, Financial Planning
“Our returns are somewhat complicated with adjusting income, so they come up with a plan to help anticipate the tax burden each year which minimizes surprises at tax time.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 1996
2535 S Lewis Way STE 201, Lakewood, CO
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Irving Planning & Investments

Irving Planning & Investments

(7)
“Now, Mike has added his son Jason to the business, so I feel confident that guidance with our finances will continue well into the future.”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1989
3900 S Wadsworth Blvd, Lakewood, CO
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Abundant Prosperity Associates

Abundant Prosperity Associates

(4)
  • Retirement
“My retirement account will provide me with tax free retirement income and should I need it, a long term care funding option without having to pay for long-term care insurance.”
In Business Since 2009
225 Union Blvd #150, Lakewood, CO
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Taylor's Accounting

Taylor's Accounting

(4)
“I have used the great folks at Taylor's Accounting for many different reasons for a few years.”
Below Average Price Tag
In Business Since 1986
1780 Kipling St, Lakewood, CO
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Green Mountain Planning

Green Mountain Planning

(2)
“If you are needing help in the financial planning department, do yourself a favor and contact Nestor.”
Below Average Price Tag
In Business Since 2018
200 Union Blvd Suite 200, Lakewood, CO
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Peak Advisory Group

Peak Advisory Group

(1)
“I've been doing business with them for years.”
Transparent Fees & Pricing
In Business Since 2018
225 Union Blvd Suite 150, Lakewood, CO
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Marshall Investment Management

Marshall Investment Management

(6)
Asset Management, Federal Government Employees, Retirement Planning
“They are always quick to answer my questions, no matter how big or small, and have helped educate me and get my family's finances and investments in a healthy place.”
In Business Since 2014
Serving Lakewood Area
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Four Points Wealth Management

Four Points Wealth Management

(6)
“It has been a great relationship and I think we have kept our investment and perhaps added a little, even after the RMD's.”
In Business Since 2020
Serving Lakewood Area
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Summit Mortgage Corporation Boulder Lakewood

Summit Mortgage Corporation Boulder Lakewood

(6)
  • Rate
“I've used Colorado Lenders several times for both owner occupied and investment properties and have been very pleased with their service.”
In Business Since 2012
8725 W 14th Ave Suite 200, Lakewood, CO
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Rugged Financial

Rugged Financial

(1)
“Wyatt has helped me with my bookkeeping for my small business and I couldn't be more pleased.”
In Business Since 2020
Serving Lakewood Area
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AFC Wealth

AFC Wealth

(1)
“Matt helped me make a plan to ensure my financial future and made me extremely comfortable in a process that is really intimidating.”
In Business Since 2011
Lower South Side of Building, 900 S Kipling Pkwy Suite 100, Lakewood, CO
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Legacy Wealth Partners

Legacy Wealth Partners

(1)
“Alec not only cares about his clients as individuals, but also has extensive knowledge on how to tailor their portfolio to their lifestyle and goals.”
225 Union Blvd #310, Lakewood, CO
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Retirement Planning and Investment Management Services Estimated Cost in Lakewood, CO 2022

Minimum cost
$1020
Maximum cost
$8670
National Average
$3060
Avg Per Hour Rates
$306
$2040
$5610
Fair price range based on 246 cost profiles
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Average Cost $3060
Minimum cost $1020
Maximum cost $8670
Avg Per Hour Rates $306

Fair range $2040 to $5610 is based on 246 cost profiles.

Why these companies made our list

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