What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Grand Junction, CO area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Grand Junction, CO Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Rae Hartley Beck
CFP®
Bright Road Wealth Management
Grand Juction, CO
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Early Retirement Planning (FIRE), Investment Management, Tax-Efficient Investing, Estate Planning, Strategic Lifestyle Spending, Legacy Gifting
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Justin Pritchard
CFP®, PPC®, RMA®, MBA
Approach Financial, Inc.
Montrose, CO
Specialties: Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, 401(k) Plans for Small Business
Fee-Only financial planner located in Montrose, CO, serving clients locally and across the country
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
