Best Financial Advisors in Thornton, CO

The highest-rated Financial Planning & Wealth Management companies out of 125 vetted & reviewed in the Thornton area.

YTD Bookkeeping Service

YTD Bookkeeping Service

“YTD has been in business +10 yrs (with 20 yrs of experience) we strive to provide an excellent customer service to clients. We understand the different accounting needs for each client we serve; keeping in mind that each business may work differently...”
In Business Since 2021
9101 Pearl St #127, Thornton, CO
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Progress Wealth Management

Progress Wealth Management

(2)
“He is no nonsense, yet understanding and works with you and your specific financial situation rather than providing overt diatribes on what needs to be done and why you're a bad person for spending too much money on eating out last month.”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
Remote Consultations Available
12183 W 57th Ln, Arvada, CO
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Financial Freedom

Financial Freedom

(6)
  • Company
“Working with them is a long term investment and with that said having the right people and company in your corner is CRUCIAL for my long term money success!”
In Business Since 2014
Free Initial Consultation
8461 Turnpike Dr #103, Westminster, CO
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Innovative Financial

Innovative Financial

(19)
Asset Management, Business Planning, Educational Planning
“Through her numerous online videos and her Friday interviews with people in the business community, I've decided that if you're not having De De Jones and her team at Innovative Financial help you with your financial goals and dreams, you are doing y...”
In Business Since 2009
Licensed, BBB Rating: A+
355 S Teller St STE 200, Denver, CO
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Smith Phillips CPA

Smith Phillips CPA

(3)
Services For Individuals, Business Services, Services For Quickbooks
“Greg, Delia, and the rest of the people we have been fortunate enough to work with over the years have always taken care of our accounting needs which is pretty spectacular because I keep all my financial records in shoe boxes, on napkins and in an a...”
In Business Since 1979
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Free Initial Consultation
7674 Grandview Ave #105, Arvada, CO
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McNurlin, Hitchcock & Associates

McNurlin, Hitchcock & Associates

(6)
Audit & Assurance Services, Client Accounting Services, Fees
“They have provided on-site bookkeeping, tax preparations, corporate formation, quarterly filings, worker's comp audits, tax audits, and even assistance with a non-profit for which I am a board member.”
In Business Since 1998
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
1987 Wadsworth Blvd A, Lakewood, CO
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Redpoint Financial Group

Redpoint Financial Group

(30)
  • Team
  • Questions
  • Payroll
“I trust their advice implicitly and after inheriting me from a truly mismanaged tax background, they righted the ship within one tax cycle and have allowed me to accomplish a lot more with my planning in the concurrent years.”
In Business Since 2016
Free Initial Consultation
4785 Tejon St, Denver, CO
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Pine Financial Group

Pine Financial Group

(20)
  • Funding
“We don't worry about the stock market OR the housing market - any loan default Pine might encounter is easily mitigated and often turned into a profit due to the expertise of the staff.”
In Business Since 2011
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Serving Thornton Area
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20/20 Tax Resolution

20/20 Tax Resolution

(29)
  • The Irs
  • Call
  • Skeptical
“We all know what it is like to be told the end of the rainbow story before you sign an agreement only to find out that the professionalism and proactive action needed simply does not exist.”
In Business Since 2007
Free Initial Consultation
11800 Ridge Pkwy #400, Broomfield, CO
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Thomas J. McAlister

Thomas J. McAlister

(7)
“We started out with a sole proprietorship S-Corp, and as time went on that changed to multiple companies, marriage, real estate acquisitions and joint filings.”
In Business Since 2013
Licensed, BBB Rating: A+
Se Habla Español
4704 N Harlan St #675, Denver, CO
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SHJ Wealth Advisors

SHJ Wealth Advisors

(2)
Comprehensive Financial Planning, Investment Management, Employer-Sponsored Retirement Plans
“I have been with them for over20 years and have no doubt of their competence, excellent customer service and extraordinary talent and ability.”
In Business Since 2014
Licensed, BBB Rating: A+
Transparent Fees & Pricing
Accepts All Major Credit Cards
720 S Colorado Blvd Suite 600, Denver, CO
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JH Advisers

JH Advisers

(9)
  • Understand
  • Investment
  • Decisions
“She is an excellent communicator and guides me in making decisions about my money that give me a peace of mind not only while I am in the office, but days, weeks and months later.”
In Business Since 2008
Licensed, BBB Rating: A+
550 S Wadsworth Blvd #401, Lakewood, CO
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Maestro Associates

Maestro Associates

(7)
  • Team
“Out of all my google reviews of restaurants and other service businesses through the years, this is the most important one to get right, and I can confidently say that by my family choosing Maestro Associates, our financial well being is being served...”
In Business Since 2001
Licensed, BBB Rating: A+
600 S Cherry St Ste 801, Denver, CO
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Bruce G Allen Investments

Bruce G Allen Investments

(1)
What We Do & How It Works, Social Security Consultation, Women Investors
“Always has your back”
In Business Since 2017
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
370 17th St #3580, Denver, CO
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APO Financial

APO Financial

(23)
  • Retirement
  • Plan
  • Understand
“After having interviewed a number of other firms over the past few years, since first meeting APO and having followed some of the recommendations presented in their few weeks course, we decided on establishing a fiduciary relationship with them.”
In Business Since 2013
10155 Westmoor Dr #125, Westminster, CO
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Divorce Resource Centre of Colorado

Divorce Resource Centre of Colorado

(17)
Mediation, Divorce Financial Analysis, Other Divorce Services
“When I went in for the final court date, the judge had no issue with anything we submitted and (I believe) was appreciative of the thoroughness of the agreements and that we used a mediator instead of attorneys.”
In Business Since 2007
44 Cook St Suite 100, Denver, CO
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Summit Wealth Strategies

Summit Wealth Strategies

(1)
“I had met with several advisors whose advice reflected a dated world-view; were as Paul was the first person I spoke to who understood my perspective on where the world was headed, and how to capitalize on those changes through investments in the yea...”
In Business Since 2015
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
The Forum at Cherry Creek _ Main Office, 425 S Cherry St #840, Denver, CO
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Gws&a - Global Wealth Strategies & Associates

Gws&a - Global Wealth Strategies & Associates

(30)
  • Team
  • Future
  • Results
“I've met with numerous financial advisory firms and the pitch is always the same: "we'll give you some initial 401K advice - and then if you want to work with us, send us X-thousand dollars to start investing.”
CLTC Certified
3200 Cherry Creek S Dr Suite 280, Denver, CO
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Beacon Pointe Advisors

Beacon Pointe Advisors

(6)
Private Wealth Management, Institutional Consulting, Partnership Opportunities
“Northstar Investment Advisors has provided invaluable financial care for me and my family - care that has included personal support as well as successful financial advice for many years.”
In Business Since 1998
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
700 17th St UNIT 2350, Denver, CO
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Maia Wealth

Maia Wealth

(19)
We Specialize in Asset & Income Protection, Retirement Planning, And Personalized Financial Planning
“Maia Wealth provides a phenomenal service — Justin has answered all of my questions and has given me a comprehensive financial plan that makes all things money feel so much less intimating.”
In Business Since 2016
Licensed
1401 17th St UNIT 850, Denver, CO
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Cayden Wealth Management

Cayden Wealth Management

(13)
  • Goals
  • Financial Plan
  • Questions
“What I love about working with them is they aren't just here to point us to different investments, they took the time to understand our full financial picture, and put together a plan the serves both the current and future needs.”
In Business Since 2022
Transparent Fees & Pricing
8181 Arista Pl Suite 100, Broomfield, CO
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Colorado Reverse Mortgage

Colorado Reverse Mortgage

(23)
  • Mom
  • Understanding
  • Financial
“Even if you just have an idle curiosity about reverse mortgages, you owe it to yourself to make an appointment with Mace to learn what a reverse mortgage is, what it is NOT, and how a reverse mortgage might be of value in your own situation.”
In Business Since 2019
Free Initial Consultation
7478 Park Cir, Boulder, CO
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Lincolnloc Financial Coaching and Bookkeeping

Lincolnloc Financial Coaching and Bookkeeping

(21)
  • Business
  • Accounting
  • Feel
“I worked with him over several years and found him to be both thorough and competent as we dealt not only with homeowners accounts, but also audits, taxes, fines, and two multiple million dollar re-roofing projects which included insurance claims, r...”
In Business Since 2018
Free Initial Consultation
Serving Thornton Area
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Unbridled Wealth

Unbridled Wealth

(11)
  • Strategy
  • Team
“There are very few professionals that I have complete trust and faith in to do the right thing well, especially with something as important as our retirement, financial security and legacy planning.”
In Business Since 2016
Free Initial Consultation
1525 Josephine St, Denver, CO
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Retirement Planning and Investment Management Services in Thornton, CO Cost Estimates

Minimum cost
$1198
Maximum cost
$10181
National Average
$3594
Avg Per Hour Rates
$360
$2396
$6588
Fair price range is based on 518 cost profiles
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Average Cost $3594
Minimum cost $1198
Maximum cost $10181
Avg Per Hour Rates $360

Fair range $2396 to $6588 is based on 518 cost profiles.

Why these companies made our list

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