Durango, CO

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Durango, CO
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Best Financial Advisors in Durango, CO

The highest-rated Financial Planning & Wealth Management companies out of 157 vetted & reviewed in the Durango area.

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Owen, Tucker, and Bechtolt

Owen, Tucker, and Bechtolt

(9)
Tax Services, Services For Quickbooks, Industries
“They have the best knowledge for doing my taxes and are able to help me understand what I need to know whether I am over the road trucking or farming or anything I am currently doing.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2022
960 E 2nd Ave, Durango, CO
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Alpine Bank

Alpine Bank

(15)
Card Payment Processing, Lockbox, Remote Check Deposit
“I had searched for weeks (after moving to here from Texas) for a bank that would have no rates on a simple checking account as well as great customer service!”
Remote Consultations Available
In Business Since 1996
1099 Main Ave, Durango, CO
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Tafoya Barrett and Associates

Tafoya Barrett and Associates

(2)
Business Operations & Documentation, Financial Life Planning, Estate & Trust Planning & Tax Preparation
“They have saved me a lot of money and time with practical advice as well as knowing all the impacts of tax legislation.”
ACCOUNTANTS Certified
Transparent Fees & Pricing
In Business Since 2010
150 E 9th St #300, Durango, CO
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Legacy Financial Advisors

Legacy Financial Advisors

(9)
  • Retirement
  • Knowledge
“I needed to get in a SEP IRA contribution fast due to an approaching deadline and they were very swift in getting my account set up and funded appropriately.”
Transparent Fees & Pricing
In Business Since 2022
484 Turner Dr Building E Suite 204, Durango, CO 81301
Featured

We are so thankful for our local college, Fort Lewis College and the interns they provide. Legacy Financial Advisors currently employees 3 student interns.n1. Grant Compton, Business Administration Major, Psychology Minor, Certificate in Ski Resort Operations n2. LeAnn Lapeyri, Accounting Major, Data Analysis Minorn3. JJ...

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Priority Financial Partners

Priority Financial Partners

(7)
  • Goals
  • Management
  • Team
“His thorough approach to analyzing our financial situation provided us with a comprehensive understanding of our options as how to best plan for our future.”
In Business Since 2012
1309 E 3rd Ave Suite 112, Durango, CO 81301
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Evergreen Wealth Advisors

Evergreen Wealth Advisors

(1)
“He has a great background and is truly there to help you plan for your future.”
Licensed
In Business Since 2012
813 Main Ave suite 204, Durango, CO 81301
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Beekmann Financial Group

Beekmann Financial Group

(1)
“The tax season is not easy for many of us, but when we can count on the folks at Beekmann Financial, we are easily able to do the right thing without tearing our hair out!”
Transparent Fees & Pricing
In Business Since 2019
813 Main Ave #203, Durango, CO 81301
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Swan Global Investments

Swan Global Investments

(1)
“Sharp traders and strategists!”
In Business Since 2014
1099 Main Ave #206, Durango, CO 81301
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Dugas & Associates

Dugas & Associates

Wealth Management, Needs Analysis, Financial Planning
“John Dugas offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco) under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insuran...”
Licensed
In Business Since 2019
1485 Florida Rd Suite C204, Durango, CO
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Blue Skies Bookkeepers

Blue Skies Bookkeepers

Accounts Receivable, Managed Accounting, Property Tax Filing
“I will review them in depth over the Weekend……but you are truly talented and have grasped our business very well! We may have you walk us through this Statement when we meet together next week (Craig may be in this meeting as well), but I am Very Imp...”
In Business Since 2023
190 Turner Dr UNIT F, Durango, CO
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Matt Hoaglin CFP - Oxford Financial Planners

Matt Hoaglin CFP - Oxford Financial Planners

“Steve is a geophysicist, a golfer, a ski instructor, a CFP® Professional, and Investment Advisor Representative. His 35+ years of investment and experience in the petroleum and IT field means he's a bit of a chameleon, ready to change and adapt to th...”
Free Initial Consultation
In Business Since 2018
2615 Main Ave, Durango, CO
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Kennebec Wealth Management

Kennebec Wealth Management

“I can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses on your needs, wants, and long-term goals.”
In Business Since 2020
3710 Main Ave #101, Durango, CO
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McCannon Tyler & Associates

McCannon Tyler & Associates

“We are a full service tax and financial planning CPA firm located in Denver and Durango, Colorado. Our firm, known as a leader among multi-office CPA firms in Colorado, provides tax preparation services, business consulting, financial planning, and p...”
Offers Financing Options
In Business Since 2010
270 E College Dr UNIT 100, Durango, CO 81301
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Durango Financial Planning

Durango Financial Planning

Bill of Rights
“At Durango Financial Planning, we work as a team to pursue your goals. It's never about our advisors, product sales, or bottom lines. It's about the financial planning process we take with you to ensure you live a life by design.”
In Business Since 2019
277 E 3rd Ave Unit A, Durango, CO 81301
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Intelligent Investment Management

Intelligent Investment Management

“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your goals and understand your tolerance for risk. Long-ter m relationships that e ncourage open and honest comm un...”
Family Business
In Business Since 2008
150 E 9th St #333, Durango, CO 81301
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Oxford Financial Planners

Oxford Financial Planners

“Steve is a geophysicist, a golfer, a ski instructor, a CFP® Professional, and Investment Advisor Representative. His 35+ years of investment and experience in the petroleum and IT field means he's a bit of a chameleon, ready to change and adapt to th...”
Free Initial Consultation
In Business Since 2018
835 E 2nd Ave Suite 323, Durango, CO 81301
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Hegarty Market Logic

Hegarty Market Logic

(5)
Tell A Friend, Social Security Reviews
“Bryan and Stacy have done an amazing job of providing me insight into the markets and excellent client service while implementing a unique investment strategy that is different from anything I had ever heard of.”
Offers Financing Options
In Business Since 2011
Serving Durango Area
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Cornerstone Business Solutions

Cornerstone Business Solutions

Digital Data Dashboards, Business Diagnostics
“We help clients identify and solve business problems. Seize opportunities. Design and implement sustainable solutions. Deliver lasting results. With nearly 40-years of business management and consulting experience, Chris Hunter and Cornerstone are we...”
Transparent Fees & Pricing
Offers Financing Options
Family Business
In Business Since 2001
614 E Diamond St, Farmington, NM
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Ironbridge Wealth Counsel

Ironbridge Wealth Counsel

Investment Advisory, Risk Management, Financial Planning
“Our clientele is comprised of engaged individuals, companies, and institutions that desire to direct their financial assets for a uniquely designed purpose.”
In Business Since 2016
5920 E Main St Suite B, Farmington, NM
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The Accounting Firm

The Accounting Firm

“Take a look at our Home page. The Accounting Firm Inc. is a full service tax, accounting and business consulting firm located in Farmington, NM.”
In Business Since 2012
3300 N Butler Ave, Farmington, NM
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Risley CPA

Risley CPA

(5)
“I call and my messages are returned in a timely manner and the questions are not only explained, but are explained in detail which allows me to make wise decisions where my finances are concerned.”
Licensed
Offers Financing Options
Accepts All Major Credit Cards
Transparent Fees & Pricing
4000 E 30th St, Farmington, NM
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Gwen L Alston CPA

Gwen L Alston CPA

(3)
Business Services, Industries, Tax Services
“The entire staff is great to work with and Gwen is so knowledgeable with so many tax changes every year.”
Transparent Fees & Pricing
In Business Since 2020
411 N Auburn Ave, Farmington, NM
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Solga & Jakino, PA

Solga & Jakino, PA

(1)
IRS Seizures, Tax Planning, Estate Planning
“Great people and they do a great job”
Offers Financing Options
In Business Since 1994
901 N Tucker Ave, Farmington, NM
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The Bearden Group

The Bearden Group

(1)
Insurance Strategies Button, Legacy Planning Button, Retirement Income Planning Button
“Gave great ideas on how to invest!”
Emergency Services
In Business Since 2020
Serving Durango Area
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Retirement Planning and Investment Management Services in Durango, CO Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 452 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 452 cost profiles.

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