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Financial Advisors in Montrose, CO

How to choose a financial advisor in Montrose

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.

Amy Greiner

Financial Advisor

KINGSVIEW WEALTH MANAGEMENT, LLC

Montrose, CO

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Brian Dow

Financial Advisor

CIMARRON WEALTH MANAGEMENT, INC.

Montrose, CO

ProfileNo contact yet

Jim Elder

Financial Advisor

ELDERADO FINANCIAL, INC

Montrose, CO

ProfileNo contact yet

Christopher Cox

Financial Advisor

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Montrose, CO

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