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Financial Advisors in Longmont, Colorado

Our hand-picked list of 6 financial advisors serving Longmont, Colorado. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Longmont

Financial professionals in Longmont should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Colorado securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Colorado, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Longmont

Apex Wealth Management, LLC

804 Summer Hawk Dr Unit 4302, Longmont, CO 80504

Eagle Peak Wealth Management LLC

600 Longs Peak Avenue, Longmont, CO 80501

Momentum Financial Planning LLC

2307 Dillon Way, Longmont, CO 80504

TW Financial Advisory Services, Inc.

2100 Main St Ste 200, Longmont, CO 80501

Wager Wealth Management and Financial Planning, LLC

4204 Redmond Dr, Longmont, CO 80503

Rich Turner Financial Advisors, Inc

14098 N 95th St, Longmont, CO 80504

Frequently Asked Questions

Where can I find financial advisors in Longmont, Colorado?

Longmont, Colorado has 6 financial advisors listed in our directory. Apex Wealth Management, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Colorado?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Colorado, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Longmont?

Financial professionals in Longmont should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Colorado securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Longmont?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Longmont-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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