Best Financial Advisors in Grand Junction, CO

“I have had this company do my taxes the last couple years and they are great!”

“He is good at what he does and I recommend him for financial advice.”

“After meetng with her the first time I have a great deal of confidence in her competence and desire for my family's well being.”

“Andrew and Christina are experts in seeing and addressing the real human dynamics behind any business.”

“We have our investments with Scott and he has been working with us to make sure that we have what we need to be able to retire, as Social Security will most likely not be there when the time comes.”

“Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.”

“As Principal at RoseCap Tax & Accounting, Nancy brings more than fifteen years of extensive corporate and personal tax and accounting experience to the firm. Prior to joining RoseCap, Nancy was a Tax Manager with Eide Bailly where she spent 13 years ...”

“This couple wanted to sail halfway around the world while they were young enough to do it. They needed enough to live out this dream and enough to retire on when they returned. We set up a plan to access their retirement fund early without early with...”

“I spend my time everyday, learning and thinking about issues that you face all the time but only address a few times: your 401(k), you children's college planning, interest rates on your debt, estate planning to keep your kids safe, should you contri...”

“Our firm is dedicated to providing best in class service for our clients. We do this by keeping our client to advisor ratio low, knowing our clients well, nurturing an interactive relationship, and being readily available to discuss our clients needs...”

“For many years now, they have been providing my husband and I with highly personalized planning and solutions for reaching ALL our life goals, from purchasing real estate, saving up for our kids' colleges, to preparing for retirement, and so much mor...”

“The peace of mind in knowing our money is safe and sound, but still working for us, is a comfort that is hard to come by these days.”

“KC and White Cap are a highly recommended group to work with if you are looking for solid advice and professionalism!”

“My husband and I were on the brink of financial peril, with a creditor wanting to take us to court for an old medical bill that had gone to collections in order to garnish his wages for repayment.”