Here’s The Deal:
Devin Statham is a Financial Advisor at First Command Financial Services in Aurora, Colorado. He has provided the best services since 2019 and is committed to helping clients consistently make the smart, informed financial decisions essential to pursuing long-term financial security.
With extensive experience, he understands military life's unique challenges and opportunities and is passionate about helping service members and their families achieve financial success. He provides personalized financial guidance to growing families, offering college savings and insurance planning strategies. He also helps those approaching retirement establish a retirement income plan while assisting clients in reducing debt, building wealth, and pursuing financial security from the start of their military career and beyond.
3 Best Financial Services in Aurora, CO
Expert recommended Top 3 Financial Services in Aurora, Colorado. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, price and general excellence. You deserve only the best!
SUM FINANCIAL SERVICES GROUP
Since 2014
Here’s The Deal:
SUM Financial Services Group is a well-known Financial planner in Aurora, Colorado. Nathan Sumner is the president and wealth advisor for the firm. The team can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, their personalized service focuses on your needs, wants, and long-term goals. They offer the best solutions aimed at assisting families in achieving their financial goals. Their goal is to help you reach your savings goals while providing the highest-quality client experience. They are a financial services company for everyone. They offer services for those just starting their investment journey or already in retirement.
Specialty:
$Price:
Initial Plan: $1,000*
Ongoing Planning: $100/month
For Master's
Initial Plan: $2,000*
Ongoing Planning: $200/month
Initial Plan: $2,000-$5,000*
Ongoing Planning: $250+/month*
Contact:
Sat & Sun: Closed
TBR® Inspection Report:
COLORADO FINANCIAL ADVISORS
Since 2015
Here’s The Deal:
Colorado Financial Advisors is a fee-only financial planner in Greenwood Village, Colorado. Steven L. White, Jr., is the firm's advanced planning specialist. He is originally from New Smyrna Beach, Florida, and moved to Colorado in 1985 after being honorably discharged from the United States Air Force. The team provides detailed financial planning and peace of mind. Their advisors create strong relationships. They take pride in their commitment to clients, independent ideas, and sound advice. They help you achieve independent wealth. They offer various financial products and services to individuals, families, and business owners. They have the knowledge and experience to provide sound advice and a solid plan. Colorado Financial Advisors collaborates with premier insurance providers to discover the ideal product for your distinct personal and business needs. They have the expertize to help you reach your financial goals. This firm located in 15mins away from Aurora.
Specialty:
$Price:
Package Fee for Graduates and Family With Child: $500
Package Fee for Pre-Retirement Plans: $1000
Package Fee for Retirement Plans: $1500
Detailed budget: $250
Student loan review: $250
Education funding review: $300
Contact:
Sat & Sun: Closed