BEST RATED » AURORA CO » FINANCIAL SERVICES

3 Best Financial Services in Aurora, CO

Expert recommended Top 3 Financial Services in Aurora, Colorado. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

EV SEQUEIRA

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

Since 1998

Here’s The Deal:
Ev Sequeira has been a highly successful Edward Jones financial advisor in Aurora. They focus on pre-retirees planning. The firm offers charitable giving and works with business owners and entrepreneurs. Edward Jones helps you figure out how much you should have in your emergency fund, think about your family's ongoing needs and expenses. They partner with their clients throughout their life to keep your goals on track. They have developed and refined a process to put all the puzzle pieces together by understanding what's important to you, developing strategies tailored to help you reach your goals. Contact them to get an appointment.

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

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[email protected]

edwardjones.com/financial...

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

TBR® Inspection Report:

BERNARD FINANCIAL SERVICES

2677 South Troy Court, Aurora, CO 80014 DIRECTIONS

Since 1974

Here’s The Deal:
Bernard Financial Services gives wealth management expertise to associations, businesses, families, and individuals. David L. Bernard has been in the financial services business since 1974. The company offers decades of knowledge to assist customers in achieving their financial goals. Their independence enables them to establish working relationships with many industry-leading product and service providers, which they leverage to create customized client-specific portfolios. They help you create, manage, protect, and distribute wealth to free your time and energy for the more enjoyable and essential things in life. They allow you to implement and monitor your plan over their long-term working relationship.

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

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yellowpages.com/aurora-co...

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

AVANTAX INVESTMENT SERVICES

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

Since 1983

Here’s The Deal:
Avantax Investment Services is one of the best financial services located in Aurora. Alan R. Piehl is the owner of this firm. His mission is to get to know and understand your needs, wants, and long-term goals. His experienced professionals have helped many people just like you with similar issues and concerns. They can help you create an approach that is designed to address your situation. They want to help their clients develop, implement, and monitor a strategy intended to address your problem. Avantax Wealth Management gives advisors tools, processes, and platforms to precisely and efficiently combine tax-focused decisions and wealth management strategies to help optimize a client’s financial success.

SPECIALTY:
Financial, Education and Legacy Planning, Mutual Funds, College Savings Plans, Annuities, Stocks, Bonds, Social Security, Life & Long-Term Care Insurance

[email protected]

arpcpa.com/about

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Mon-Fri: 8am - 5pm
Sat & Sun: By Appointment

TBR® Inspection Report: