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CFS Advisors
Referral from
Oct 08, 2015
Ryan D.:
I'm looking for recommendation for a good financial planner? We're wanting to get more in depth regarding planning for retirement.
Dee W.:
For "fee only" advise, talk to Barry Copeland at http://cfsadvisors.com Hinman Financial Planning, Inc.
Referral from
Feb 26, 2016
Jennifer F.:
Hi Everyone,
Looking for a recommendation for a really good CFP (Certified Financial Planner) that is relatively local, fee or hourly...
Raquel H.:
I am a fee-only financial planner, fiduciary and CFP®. Hinman Financial Planning, Inc. 720-460-0908 Kevin T. Taylor
Referral from
Oct 08, 2015
Ryan D.:
I'm looking for recommendation for a good financial planner? We're wanting to get more in depth regarding planning for retirement.
Susan T.:
My husband Kevin Taylor is local to Erie. 303-502-0810. Frequently Mentioned on Social Media
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Referral from October 21, 2016
Kimberly A. asked:
Looking for a good financial advisor/planner. Anyone have someone they recommend?
Krystle J. replied:
Brittany Maracine
Kelly T. replied:
Stephen Thomson 303-926-5325 Edward Jones
Diana S. replied:
We really like Gina Varra at Varra financial in Louisville!
Haley A. replied:
Aaron Milledge@Targeted Wealth Solutions here in Erie. Fee-only; no sales pitches or commissions; fiduciary standard. Www.targetedwealthsolutions.com 1-888-832-4939
Noah A. replied:
Greg Parr. Really good guy and well qualified. http://www.ameripriseadvisors.com/charles.g.parr/
Referral from November 27, 2016
Star K. asked:
Recommendations for Financial advisors, trust attorneys, and Tax peeps!
Our financial advisor and tax person is in CA, we want to move it CO. anyone have ...
Erika C. replied:
Michael Welch in Erie https://g.co/kgs/pXxBLk
Tony P. replied:
Give Raquel Hoaglund Hinman a call
Michelle E. replied:
John Rudisill CPA does taxes & is a financial planner! He does great work! http://rudisillcpa.comcastbiz.net/about-us.shtml
Kim N. replied:
Jen Kayton
Christina B. replied:
Barbara Klein, at lighthouse financial advisors. It's in Broomfield. And she is wonderful
Shanna E. replied:
My brother, Stephen Thomson is a financial advisor! I cant get his work fb page linked, but I'll text you his info!
Kim W. replied:
Richard Weintraub, Dave Hansen or Tanya Matthews at Meridian Wealth Management in Boulder http://meridianteam.com/
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