Best Financial Advisors in Longmont, CO

The highest-rated Financial Planning & Wealth Management companies out of 134 vetted & reviewed in the Longmont area.

Stoneman Legal

Stoneman Legal

(48)
Criminal Defense, Contract Law, Business Law
“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.”
Licensed, BBB Rating: A+
In Business Since 2013
Accepts All Major Credit Cards
353 Main St, Longmont, CO 80501
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LBS Taxes

LBS Taxes

(23)
“They are detail-oriented, outstandingly organized, excellent communicators, passionate about problem solving, tech-savvy, team players, no job is too small for them , and the list goes on and on.”
Accepts Money order
Offers Financing Options
Coupons & Offers
In Business Since 2010
325 3rd Ave, Longmont, CO
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O'Donnell & Dennis Cpa's

O'Donnell & Dennis Cpa's

(6)
“We have been doing business with Todd and his team for over 20 years.”
Accepts All Major Credit Cards
In Business Since 2007
Transparent Fees & Pricing
1325 Dry Creek Dr STE 202, Longmont, CO
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Atlas Capital Management

Atlas Capital Management

(4)
  • Investments
  • Fee
“Fight we did for several months and with the help of the Colorado Division of Insurance (as these were actually indexed universal life insurance policies) we ended up getting all of our money back as the company rescinded the policies, we are now goi...”
Accepts All Major Credit Cards
In Business Since 2013
Transparent Fees & Pricing
6175 Misty Way, Longmont, CO
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MY Wealth Planners

MY Wealth Planners

(13)
“His expertise and technical competence are second to none around, his guidance has been 100% sound, his follow through 100% complete, and his personal client interface beyond satisfactory.”
CFP Certified
In Business Since 2019
Transparent Fees & Pricing
720 100 Year Party Ct Suite 300, Longmont, CO
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Oliver Asset Management

Oliver Asset Management

(5)
“Tyler, Frank and Brittany were all very helpful and I feel very confident that they are doing everything possible to help that account grow.”
In Business Since 2018
1729 Terry St, Longmont, CO
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Funderburk Financial

Funderburk Financial

(1)
“He is very detailed oriented, closely monitors the market and makes sure your investments are sound for the long haul.”
Accepts All Major Credit Cards
In Business Since 2014
Offers Financing Options
2187 Steppe Dr, Longmont, CO
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Hattig Financial Company

Hattig Financial Company

“My strong work ethic and determination took root over 30 years ago when my dad and I began breeding, training and showing reining horses. It took strategy, years of dedication and no shortcuts to turn it into a championship program. Together we can l...”
In Business Since 1999
710 Tenacity Dr #101, Longmont, CO
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Jbsk Cpas

Jbsk Cpas

Business Services, Services For Quickbooks, Industries
“As a business owner, you work hard every single day. Whether it's managing your employees, overseeing your company's day-to-day operations, or generating new ideas, you don't have much time left over to deal with the financial side of your business. ...”
Accepts All Major Credit Cards
Offers Financing Options
Free Initial Consultation
In Business Since 2005
1715 Iron Horse Dr, Longmont, CO
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Kirkland & Company, Cpa's

Kirkland & Company, Cpa's

(1)
“The are competent and friendly and respond quickly to questions.”
Accepts All Major Credit Cards
In Business Since 2005
Transparent Fees & Pricing
630 Kimbark St, Longmont, CO
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Boeckermann, Grafstrom & Mayer

Boeckermann, Grafstrom & Mayer

Audit and Assurance, Investment Advisory and Personal Financial Planning, Technology Services
“Whether you're a busy entrepreneur or busy running your family business, you are constantly facing challenges. We understand because we've been there and we can help with the day-to-day and long-term challenges. Our professionals help organizations a...”
Accepts All Major Credit Cards
In Business Since 1999
Family Business
1714 Duchess Dr, Longmont, CO
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Gold Medal Waters

Gold Medal Waters

“People who consider hiring us have typically heard about things that we refer to as financial "products" such as Investment Management or a Financial Plan. They contact us thinking they need one or more of these things, and truthfully, some may requi...”
Transparent Fees & Pricing
In Business Since 2004
1079 Hover St # 200, Longmont, CO
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Alternatives Financial Services

Alternatives Financial Services

(2)
“Not a collection company, a financial planner”
760 Mountain View Ave, Longmont, CO
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Humbrecht Financial Services

Humbrecht Financial Services

(2)
“I have known Mark for a few years now and the one thing that always comes across is the he listens and he really wants to educate his clients on how to achieve a better retirement.”
Longmont, CO
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BG5 Financial

BG5 Financial

Investments, Long Term Care Insurance, Retirement Planning
“His process makes it simple and easy for clients to understand how they can improve their financial situation to give them greatest chance of success in retirement.”
In Business Since 2020
2030 Terry St STE 103, Longmont, CO
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Jim Marty & Associates Llc

Jim Marty & Associates Llc

“Our depth of knowledge and breadth of expertise allow us to enable clients just like you to circumvent complexities in compliance, accurately account for unknown variables as if they were known quantities, rapidly respond to ever-evolving regulation,...”
WEALTH, CFP Certified
In Business Since 1997
1714 Duchess Dr, Longmont, CO
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Colorado Capital Management

Colorado Capital Management

(26)
Self-Assessment:
“Not only have they helped us grow our portfolio, but they have also given solid advice on a variety of practical matters related to retirement, finding comprehensive insurance coverage, and putting a will together for our growing family.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 2006
Accepts All Major Credit Cards
4430 Arapahoe Ave Ste 120, Boulder, CO
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Jeanne M Adams CPA

Jeanne M Adams CPA

(32)
  • Email
  • Questions
  • Small Business
“He was so impressed with her competence and accuracy that he decided it was definitely worth it to continue to have her do our personal taxes year after year, even after he closed his business.”
Transparent Fees & Pricing
In Business Since 2023
10126 Cedar St, Firestone, CO
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Johnson Kightlinger & Co

Johnson Kightlinger & Co

(3)
“Him and his team never made me feel guilty if I got something to them a couple days after they asked for it as I had experienced with others in the past.”
Licensed, BBB Rating: A+
Transparent Fees & Pricing
In Business Since 1978
Accepts All Major Credit Cards
4999 Pearl E Cir #103, Boulder, CO
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Crestone Capital

Crestone Capital

(7)
  • Team
“I have worked with Crestone Capital since 2000 on a variety of fronts and would recommend anyone looking for an investment team and family to get in touch with these folks.”
Licensed, BBB Rating: A+
In Business Since 2004
1048 Pearl St #450, Boulder, CO
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Insight Financial Planners

Insight Financial Planners

(16)
P.e.a.k Process®: Overview, Insight-Full® Personal Financial Plan, Instep® Corporate Retirement Plan Management
“Frustrated from a past of speaking with other financial planners — all of which made me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at In Sight to take a look at my small business past, as well as ...”
Free Initial Consultation
In Business Since 2019
4450 Arapahoe Ave, Boulder, CO
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Colorado Reverse Mortgage

Colorado Reverse Mortgage

(26)
  • Understanding
  • Mom
“I was on a limited time frame and Mace was able to fit our first visit into his schedule, during a spring snowstorm that put about 3 feet of snow on the ground in the mountains in the short time he was introducing us to the process.”
Free Initial Consultation
In Business Since 2019
7478 Park Cir, Boulder, CO
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Boulder Wealth Advisors

Boulder Wealth Advisors

“Boulder Wealth Advisors, LLC ("Boulder Wealth Advisors") and its representatives comply with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Boulder Wealth Advisors maintains clients. Boulde...”
Licensed, BBB Rating: A+
In Business Since 2000
2595 Canyon Blvd STE 220, Boulder, CO
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Ascent CFO Solutions

Ascent CFO Solutions

Testimonials, Services
“Our team's deep financial insight, strategic guidance and high quality execution spans outsourced CFO services, financial modeling, custom financial dashboards, cash flow forecasting, funding/capital strategy, equity and debt fundraising, general acc...”
Emergency Services
In Business Since 2014
1035 Pearl St STE 407, Boulder, CO
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Retirement Planning and Investment Management Services in Longmont, CO Cost Estimates

Minimum cost
$1160
Maximum cost
$9858
National Average
$3479
Avg Per Hour Rates
$348
$2320
$6379
Average price range is based on 360 cost profiles
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Average Cost $3479
Minimum cost $1160
Maximum cost $9858
Avg Per Hour Rates $348

Average range $2320 to $6379 is based on 360 cost profiles.

Why these companies made our list

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