Financial Advisors
Greenwood Village, CO
Colorado Financial Advisors is a comprehensive wealth management firm serving the Denver area since 1990, specializing in retirement planning, investment management, and financial strategies for individuals, families, and business owners. Led by experienced advisors committed to independent thinking and sound advice, they offer personalized financial planning, professional investment management, life and disability insurance, 401(k) planning, annuities, Medicare supplement guidance, long-term care planning, and mortgage financing through their affiliate. Their fee-based approach aligns their success directly with clients' financial goals, and their independence means they represent multiple insurance carriers and investment platforms rather than being limited to single-company products.
Ideal for: Individuals planning retirement, families managing multi-generational wealth, business owners needing tax and employee benefit planning, those seeking independent financial guidance
Service area: Greater Denver and Colorado area
Independent Multi-Carrier Approach: Colorado Financial Advisors represents multiple insurance carriers and investment platforms, ensuring they're never limited to a single company's products and can tailor solutions specifically to each client's unique situation.
Fee-Based Alignment: Their fee-based investment management approach means their success is directly tied to client success, eliminating commission-based conflicts of interest.
Comprehensive Services Under One Roof: Beyond financial planning and investments, they offer life insurance, disability coverage, 401(k) planning, annuities, Medicare supplements, long-term care planning, and mortgage financing through an affiliate, providing integrated financial solutions.
Address: 8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111
Phone: (720) 642-1296
Website: coloradofa.com
Looking for more options?
See more Financial Advisors in Boulder →