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Best Financial Services in Aurora

Handpicked Top 3 Financial Services in Aurora, Colorado. They face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve the best!

EV SEQUEIRA

13801 East Yale Avenue, Suite 117, Aurora, CO 80014

Since 1998

EDWARD JONES - Investors Saving for Retirement, Social Security, Retirees, 401K and College Savings Planning, Individuals with Insurance and Estate Needs, Probate, Traditional & Roth IRA

Focus on pre-retirees planning ● Offers charitable giving, and work with business owners and entrepreneurs ● To help you figure out how much you should have in your emergency fund, think about your family's ongoing needs and expenses

ev.sequeira@edwardjones.com

edwardjones.com/financial...

Reviews

Mon - Thu 8:00 am - 4:30 pm
Fri 8:00 am - 2:00 pm
Sat & Sun Closed

TBR® Inspection Report

NEXUS FINANCIAL SERVICES, INC.

1010 South Joliet Street, Suite 109, Aurora, CO 80012

Since 2003

401(k) Rollovers, Roth, Traditional and Simple IRAs, Employer-Sponsored Retirement Plans, Simplified Employee Pension, Solo 401(K) Plans, Money Management, Education and Legacy Planning, Mutual Funds, College Savings Plans, Social Security, Annuities, Stocks, Bonds, Life & Long-Term Care Insurance

They can help you implement a qualified retirement plan, employer-sponsored college savings plans, review your investment policy, and manage your long-term investments ● Their site is filled with articles, presentations, and calculators designed to help you learn more about the world of personal finance

woodsw@hdvest.net

nexusfinancialservices.com

Reviews

By Appointment

TBR® Inspection Report

BERNARD FINANCIAL SERVICES

2677 South Troy Court, Aurora, CO 80014

Since 1974

Retirement and Business Continuation Planning, Investments, Mutual Funds, Money Management, Retirement Plan Distribution Planning, Education 529 Plans, Risk Management, Life, Health and Disability Insurance, Long Term Care, Annuities, Estate Planning, Wills, Trusts & Saving Income Taxes

They are investment advisors to retirement plans and reserves ● Their independence enables them to establish working relationships with a number of industry-leading product and service providers, which they leverage to create customized client-specific portfolios

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bernardfinancialservices.com

Reviews

By Appointment

TBR® Inspection Report