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BEST RATED COLORADO SPRINGS, CO FINANCIAL SERVICES

3 Best Financial Services in Colorado Springs, CO

Expert-recommended Top 3 Financial Services in Colorado Springs, 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!

Senior Tax Advisory Group - Colorado Springs, CO Financial Services - Portrait
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SENIOR TAX ADVISORY GROUP

(4.7 Score)
6775 Rangewood Drive,
Colorado Springs, CO 80918 Directions

Since 2000

Specialty:

✓ Retirement Planning ✓ Social Security Planning ✓ Advanced Tax Planning ✓ Investment Management ✓ Estate Planning and Coordination ✓ Legacy and Charitable Planning ✓ Life Insurance ✓ Annuities ✓ 401k Plan/IRA Rollovers

"Senior Tax Advisory Group, Inc. is an independent financial advisory firm that has the potential to deliver significant value to investors. Darian Anderson is the president of Senior Tax Advisory Group, Inc. They specialize in providing strategies and guidance for those who are seeking a better lifestyle in retirement. They have worked hard to help individuals and couples, at all economic levels, achieve their financial and long-term goals and enjoy retirement by working smart while being prepared. Senior Tax Advisory Group, Inc. is very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how they can be of benefit.

2026 Update: Senior Tax Advisory Group serves individual, institutional, and retirement plan clients in Colorado and surrounding areas."

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License CRD #318058

Contact:

(719) 596-4844

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

TBR® Inspection Report:

Millennium Financial Group - Colorado Springs, CO Financial Services - Portrait
Millennium Financial Group - Colorado Springs, CO Financial Services - Professional Portrait Image
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5+ YEARS IN TBR
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MILLENNIUM FINANCIAL GROUP

(4.6 Score)
3204 North Academy Boulevard, Suite 310,
Colorado Springs, CO 80917 Directions

Since 2012

Specialty:

✓ Wealth Management and Financial Planning ✓ Retirement Planning ✓ Insurance Planning ✓ Business and Employee Benefit Planning ✓ Life Insurance ✓ Long-term Disability Insurance ✓ College Savings

"Millennium Financial Group is an independent financial advisor with five other partners in their firm. They specialize in financial planning concerning public and private pensions, employer 401(k) plans, individualized family retirement and estate planning needs, as well as general financial advice. Millennium Financial Group accomplishes this by getting to know you and what is important to you regarding your financial future, goals and aspirations, and the specific facts of your circumstances. Once they understand you, they will design a customized plan centered on pursuing your goals. Their dedication to truly serving their clients forms the foundation of their values in developing their clients' future and present financial success. They discuss various planning techniques to help protect your business from financial loss. They work with clients to put together a cost-effective benefits plan to help attract and retain employees. Call them to get a complimentary consultation.

2026 Update: Millennium Financial Group various products, services, and strategies based on your specific situation and what suits you best."

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License #20121675793

Contact:

(719) 304-8700 (719) 304-8710

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

TBR® Inspection Report:

Bonfire Financial - Colorado Springs, CO Financial Services - Portrait
Bonfire Financial - Colorado Springs, CO Financial Services - Company Logo
Best Financial Services in Colorado Springs CO - Bonfire Financial video
4+ YEARS IN TBR
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BONFIRE FINANCIAL

(4.6 Score)
2 North Nevada Avenue, Suite 1170,
Colorado Springs, CO 80903 Directions

Since 2017

Specialty:

✓ Financial Planning ✓ Consulting ✓ Investment ✓ Money Management ✓ Risk Analysis ✓ Institutional Services ✓ Estate and Legacy Planning ✓ Retirement and Investment Planning ✓ 401k ✓ Investment Management ✓ Cash Balance Plans ✓ Personal Finance and Budgeting

“Bonfire Financial is a fee-only registered investment advisor that has a team of certified financial planners who are ready to help you plan for life’s adventures. Brian Colvert is the CEO of Bonfire Financial. He holds a B.A. in public administration from San Diego State University. He is also a graduate of the Stanford University School of Business, iShares program. Brian also holds a DACFP certificate in Blockchain and Digital Assets from the New York Institute of Finance. Brian is a Certified Financial Planner (CFP®) and has been recognized as one of the top advisors in Colorado and nationally by the National Association of Board-Certified Advisors Practices (NABCAP, 2012). He was also named one of the Colorado Springs Business Journal’s Rising Stars: 40 Under 40 in 2012. He previously served as the President of Kids on Bikes, on the board of the Colorado Springs Urban Renewal Authority, and was the co-chair of The University of Colorado Colorado Springs Chancellors Leadership Class. Bonfire Financial is a go-to place for all your financial needs. Their Service options are Online appointments and Onsite services.”

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License CRD #288522

Price:

Full Service Ongoing Wealth Management Annual Minimum $7,000
Ongoing Consulting And Guidance Only Monthly $6,000

Contact:

(719) 394-3900 (844) 295-0069

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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SENIOR TAX ADVISORY GROUP REVIEWS

What a wonderful change from last year's fiasco with Apex! Appointment was easy to make, the return was done when they said it would be, and filed when they said it would be. My wife and I are just thrilled with the people at the Senior Tax Advisory Group and we recommend them to anyone looking for reliable and professional service.

I had never sought out professional tax help before. The staff at Senior Tax Advisory Group were helpful, informative, and courteous through every step of filing my taxes. I would highly recommend this business for your tax needs.

Always professional and polite. Have been with Senior Tax since 2014 and my parents used them prior to that. They have done a great job managing all my accounts. Would definitely recommend them.

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MILLENNIUM FINANCIAL GROUP REVIEWS

Tim has been invaluable in getting all of my financials and retirement set up. He knows PERA retirement, and it was huge for me to learn and go over options that would lead to my best retirement. Tim explained everything simply and clearly. He will check in, update me on my accounts, and answer any questions I may have. I appreciate the experience and reliability. I have recommended Tim to my friends and will continue to do so. Thank you for all that you do.

Tim Wenger is one of the most reliable Financial Advisor. He's very helpful and knowledgeable on his field of expertise. I would highly recommend his services to anyone, whether you're looking to retire from work or just making sure your financial goals are achievable. Seek his ADVISE.... he'll be there for you.

Tima was very helpful in designing a good future retirement plan. I would recommend of these services.

BONFIRE FINANCIAL REVIEWS

Working with Bonfire, especially with Nick has been an excellent experience. Nick has great customer service and we feel that all of our needs have not only been met, but exceeded. We would highly recommend working with Nick for overall financial planning. He is very knowledgeable and has great communication skills.

Nick is extremely knowledgeable, responsive, and fun to work with. I recommend him for anyone seeking to set up a retirement portfolio or any type of investment account. Bonfire provides a more personalized level of care and service that you won't see at large firms.

We have been with Bonfire Financial for a few years now and are very happy with them. They have done well for our portfolio and we love Nick and Brian, I would highly recommend them.

TBR® Inspection Score Report

SENIOR TAX ADVISORY GROUP Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

MILLENNIUM FINANCIAL GROUP Total Inspection Points: 111/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Ownership Proof: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

BONFIRE FINANCIAL Total Inspection Points: 110/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 8
Business Images: 9
Experience: 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10