Bonfire Financial, LLC is an independent, fee-only registered investment advisor in Colorado Springs, Colorado. They have a team of certified financial planners ready to help you plan for life’s adventures. Brian Colvert is the President and CEO of Bonfire Financial, LLC. Brian and the team are fully independent fiduciaries, placing your needs, objectives, and dreams at the forefront of every decision. This client-centric approach is not just a principle for Brian; it is the guiding philosophy that shapes every aspect of Bonfire Financial. They offer comprehensive financial planning, investment and money management, retirement plans, alternative investments, and more. They craft solutions for you and every aspect of your financial life through their expertise, resources, and creativity. Free consultations are available at Bonfire Financial. Bonfire Financial is a go-to place for all your financial needs. Their Service options are Online appointments and Onsite 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.
BONFIRE FINANCIAL, LLC 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.
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Millennium Financial Group is one of the best financial services located in Colorado Springs. They are 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. They accomplish 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 realize the financial world can be complex, with seemingly endless amounts of information pouring out of the Investment, Insurance, and Banking industries. They want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. They discuss various planning techniques to help protect your business from financial loss. They work with clients to put a cost-effective benefits plan to help attract and retain employees. Call them to get a complimentary consultation.
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MILLENNIUM FINANCIAL GROUP REVIEWS
Tim at Millennium Financial Group is simply phenomenal! Right off the bat, Tim grasped my financial aspirations, tailoring his advice to fit my unique situation flawlessly. His investment insights were game-changing, instilling a newfound confidence in my financial journey. Thanks to Tim's knack for tax planning, I've managed to save money effortlessly while staying ahead of the curve. With Tim's warm demeanor and expert guidance, I feel not just financially secure but also empowered. For top-tier financial planning in Colorado Springs, Tim at Millennium Financial Group is the ultimate go-to.
I have been lucky enough to work with Tim over the past several years. Investments, Retirement and Finances are very confusing to me. Planning for retirement stresses me out. I met Tim through a referral. He has helped lower my stress level and plan for retirement. He explains everything in detail and does not talk over your head. I am now 100% confident I will never run out of money in retirement. He also helped me lower my tax bill. I highly recommend working with him.
Working with Tim has been an absolute pleasure, especially when it comes to navigating the complexities of retirement planning and managing my PERA investments. His expertise in this field is truly impressive, and I couldn't be happier with the results. Tim's guidance has provided me with invaluable peace of mind as I plan for my future. I highly recommend Tim to anyone seeking expert advice and support in their financial endeavors.
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Accelerated Wealth helps individuals and businesses with financial planning and wealth management. They specialize in retirement defense risk analysis. Bill Walton is the CEO, Founder, & Principal of Accelerated Wealth. Accelerated Wealth financial planning focuses primarily on assisting individuals in the second half of their life. The company offers required minimum distribution, withdrawal strategies, and strategies for tax minimization. They seek to identify as many of the critical facts necessary to make sound financial planning decisions that are in your best interest before making that decision. They believe active investment management is needed to achieve consistent returns from inconsistent markets. They have the privilege of serving over 900 families across the United States. They have helped transition them into retirement, where they can live abundantly and confidently. They also serve in Dorado, PR, La Junta, and Pueblo.
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ACCELERATED WEALTH REVIEWS
We attended one of the free dinners where they provide you with information related to retirement investment and social security retirement benefits and how to optimize your retirement income when you reach retirement age. We were very impressed with their presentation and scheduled a follow up meeting with them. They provided detailed information on how we could optimize our Social Security distributions and the best approach to handing our 401K's. All of these services were provided to us at no cost. We were extremely pleased that they did not try to push products on us or try to hard sell us and we really felt that they sincerely had out best interests at heart. Thank you for taking the time to listen to us and understand our situation. As we get closer to retirement or when we need future help with our 401K investments this is the company that we plan to work with. They are awesome! Thank You, Harry and Paula.
I work with Bill Walton and Constance and just love them both. I understand that I am tying up my money for a guaranteed return that is less than the market, but knowing that I won't lose 40% like we did in 2008 and would JUST be getting back to even now. I don't worry about loss and just keep keepin' on knowing that it's either level or increasing. At 64 that helps me sleep.
I have worked with the Colorado Springs office to do my retirement planning - their process is low pressure / high trust building with a solid solution for retirement income. Highly Recommended.
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