Legacy CPA & Financial Services
“Steve Hill with Legacy CPA & Financial Services was SO helpful with making sure I have my small business set up correctly and filing my taxes.”
Best Financial Advisors in Greeley, CO
15 firms listed · 6 in Greeley · 1 open weekends · 13 rated 4.5+
Data verified October 18, 2026
Eves & Haines Wealth Management
“What I like most is their high level of integrity and them really working to provide the best solution for the need.”
Kory Miller Financial Management
“Great experience, and a character driven individual.”
Q Wealth Management
“Qort's a great guy, who will take great care of you and your financial and retirement needs.”
Dyer, Kenneth W. Cornerstone Financial Strategies
Anderson & Whitney
The 15 firms listed for Greeley, 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: Greeley, CO
Of the 15 firms we list here, 6 are in Greeley itself and 9 come from towns including Loveland (3, 15 mi), Fort Collins (2, 18 mi) and Eaton (1, 8 mi). 13 of the firms on this page have a rating, from 4.7 to 5.0 across 83 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. 4 have a BBB rating of A or A+. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer payment plans and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 11 list a public email and 2 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 any financial advisers listed for Greeley offer a free first meeting?
2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
Layman Lewis Financial Group
“They have been very responsive to our questions, very professional in their actions and have felt that they have presented very good ideas to tweak the financial plan that we had in place.”
Target Alpha Financial
“His years of knowledge and experience are a valuable resource for any person or business needing accounting and tax prep in Northern Colorado.”
Keystone Financial Services
Book onlineBook
Integrity Investment Advisors
Schulz & Leonard, Cpa's
“Very professional and have been serving well multiple generations of my family both for personal and businesses accounting.”
Macdonald Financial Services
“Dad is deaf and AJ was patient and thorough.”
Open Book Consulting
“As an Advanced Certified Quickbooks Pro Advisor, her methods equip small businesses not just to survive, but thrive.”
The Journey Financial Group
“Amber and Steve are very thorough in explaining the various products, giving you time to think about whether the product fits with your risk tolerance and overall investment strategy.”
Focus Point Wealth Management
“Should you have the opportunity to work with Janet, I would strongly reccomend that you do so.”
Why these companies made our list
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