LPL Financial - Grabow & Associates
“Dallas is attentive, readily answers questions and is resolute in providing 1st class advice.”
Best Financial Advisors in Grand Junction, CO
11 firms listed · 10 in Grand Junction · 6 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
We are still growing
There are too few quality options within 15 miles, so we have expanded area of coverage to up to 60 miles from you. This includes Grand Junction and several other cities.
Moschetti & Associates
“They took great care of us!”
Investment Planning Solutions
“He is good at what he does and I recommend him for financial advice.”
Retirement Outfitters
“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.”
Legacy Wealth Management
“Following the appointment, Sondra emailed me a succinct summary of everything we talked about with the specific, measurable, and actionable steps we can take on our timeline.”
Logic Wealth Strategies
“Mark Harris has done an exceptional job with our finances, and I would highly recommend him to anyone.”
The 11 firms listed for Grand Junction, 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: Grand Junction, CO
Of the 11 firms we list here, 10 are in Grand Junction itself and 1 comes from Fruita (10 mi). 8 of the firms on this page have a rating, from 4.0 to 5.0 across 37 reviews; 6 are rated 4.5 or higher. 1 shows a license on its website. 5 have ten or more years of experience, the longest 34 years. 1 has Spanish-speaking staff. We have a website on file for all 11 of the firms on this page; all 11 publish a contact page; 8 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Grand Junction take financial planning bookings online?
3 of the 11 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.
Rosecap Financial Advisors
Crossroads Wealth Advisors
Delphi Wealth Partners- Aaron Tice - CFP
Innovative Assets Solutions
PBG Advisors
“The Palmer, Brady accounting and tax firm is comprised of a great team that have a good grasp of the ever changing tax code and provides excellent service in a timely manner.”
Why these companies made our list
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