Senior Tax Advisory Group
“Senior Tax Advisory Group has handled my accounts for several years and has always had my interest in mind.”
Best Financial Advisors in Colorado Springs, CO
24 firms listed · all 24 in Colorado Springs · 22 rated 4.5+ · 2 show a license
Data verified October 18, 2026
Carriere Financial Planning
“Paul has been great to work with and very patient explaining all the options and information for me and my business.”
Millennium Financial Group
“I recently met with Tim on my retirement and it was the best experience I've had with any financial advisor no pressure and a huge help finding what was best for me!”
Gregory Accounting & Tax Services
“If you are a small business owner, who haas been sticking your head in the sand instead of dealing with your tax problems, I would highly recommend seeing Hayden.”
Agora Wealth Management
“I've been working with Kyle and Janet and thay have gone above and beyond for not only my financial success but my personal success as well.”
Transform Wealth | Colorado Springs
“We've been very happy with the results they've gotten for us.”
The 24 firms listed for Colorado Springs, CO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Colorado Springs, CO
All 24 firms we list here are in Colorado Springs itself. We have 83 firms in Colorado Springs on file; this page shows the highest-rated 24. The firms on this page are rated from 4.0 to 5.0 across 346 reviews; 1 has 50 or more reviews and 22 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 2 show a license on their websites; 2 list staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 15 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans; 3 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 23 list a public email and 10 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Colorado Springs take financial planning bookings online?
10 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Georgiy Krasnopolskiy - Orca Financial Group
“He's always available for a call, even late at night with any burning questions I may have.”
Nvest Advisors
“N Vest Advisors is very easy to work with, and saved my ailing retirement savings!”
Advenire Wealth Management
“They are fiduciaries, they're tax-deferment specialists, they work tirelessly to research the best ways to protect and grow your hard earned wealth in ways that other people aren't bothering to explore.”
Asbury Wealth Partners- Paul O'Hara, CFP
“I feel completely confident with them handling our finances and seek their advice on any financial decisions we make.”
Didion Wealth Management
“His knowledge of finance is superior to none, is readily available, explains rational for his suggestions with respect for us as we are not financial savvy.”
Bonfire Financial
“They have been very helpful in working with and planning our financial picture.”
Strategic Financial Partners
“His knowledge will impress you, but his down to earth attitude combined with integrity is why I will continue to refer him!”
Carlson Financial
“Not only am I convinced that we are headed in the right direction for us, but I have learned so much in the process.”
Envoy Financial
“The representative was very helpful, pleasant, and knowledgeable.”
Concerto Financial Partners
“They ran lots of financial projections under different scenarios to ease my concerns and demonstrate that I would be able to come through everything ok.”
Chris Abeyta
“We all know that life is full of changes, and Chris's decision to break away from his former financial relationship was a positive change for not only him and his team but also his faithful clients.”
Lodestar Financial Planning
“His diligent work has helped us make a huge life decision and gave us the confidence on the journey ahead.”
Everoak Wealth Co.
Westbilt Financial Group
“Their financial expertise and acumen has guided us to achieve growth through difficult economies as well as strong markets.”
Season Investments
“Season Investments is professional, trustworthy and transparent in their dealings.”
Empowering Financial Freedom
Collins Wealth Management
“Taught me everything I know about the benefits of compounding interest and the importance of investing into your future early.”
Swan Wealth Management
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
