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Financial Advisors in Castle Rock, CO

How to choose a financial advisor in Castle Rock

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Carol Lanes

Financial Advisor

KESTRA ADVISORY SERVICES, LLC

Castle Rock, CO

ProfileNo contact yet

Brian Harvey

Financial Advisor

Jackson Creek Investment Advisors Llc

Castle Rock, CO

ProfileNo contact yet

Brett Burks

Financial Advisor

Kestra Investment Services, Llc

Castle Rock, CO

ProfileNo contact yet

Kirk Mikel

Financial Advisor

Wells Fargo Clearing Services, Llc

Castle Rock, CO

ProfileNo contact yet

Yon Kim

Financial Advisor

RAYMOND JAMES & ASSOCIATES, INC.

Castle Rock, CO

ProfileNo contact yet

Kevin Davis

Financial Advisor

Archer Investment Corporation

Castle Rock, CO

ProfileNo contact yet
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