Top financial advisors in Fort Morgan, CO
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Fort Morgan, CO when you're navigating complex local tax rules or planning for life changes like retirement or inheritance. Without a clear understanding of regional financial nuances, you risk missing opportunities or facing unexpected costs.
- Local tax insight. Confirm how they incorporate Fort Morgan and Colorado tax specifics into your financial plan.
- Experience with life transitions. Ask how they've guided clients through retirement, inheritance, or other major financial events common in your area.
- Firm resources. Understand how the advisor's firm size and structure affect the services and support you receive.
- Fee structure clarity. Check whether their flat-fee or other pricing models align with your budget and financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Alexander S
Series 66
Fort Morgan, CO
Raymond James Financial
Alexander Strauss offers expertise in general retirement and business succession planning, making him well-suited for clients in Fort Morgan navigating life transitions. His affiliation with Raymond James Financial, a large firm providing flat-fee services, supports diverse client needs including high-net-worth individuals and pension plans, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 5 years
Avg account: $700,796
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Alissa A
Series 63, Series 65
Grand Island, NE
LPL Financial
Alissa Axford's 18 years of experience and Series 63 and 65 credentials equip her to address Fort Morgan's financial complexities, including retirement plans for business owners and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering extensive research and diverse investment solutions, she provides flat-fee financial planning, distinguishing her through a blend of personalized service and broad institutional support.
Experience: 18 years
Avg account: $399,489
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Kyle B
Series 66
Fort Morgan, CO
Edward Jones
Kyle Bernhardt's decade of experience and Series 66 designation equip him to address retirement income strategies and business ownership considerations in Fort Morgan, CO. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive approach with a program fee up to 1.35% annually, distinguishing him through access to extensive resources and investment options.
Experience: 11 years
Avg account: $246,728
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