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Financial Advisors in Glendale, CO

How to choose a financial advisor in Glendale

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.

David Walton

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Glendale, CO

ProfileNo contact yet

Amy Phelps

Financial Advisor

Raymond James Financial Services, Inc.

Glendale, CO

ProfileNo contact yet

Ann Boon

Financial Advisor

JUPITER WEALTH MANAGEMENT, LLC

Glendale, CO

ProfileNo contact yet

Douglas Sexton

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Glendale, CO

ProfileNo contact yet

Jeffrey Musell

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Glendale, CO

ProfileNo contact yet

Nicolette Dixon

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Glendale, CO

ProfileNo contact yet
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