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BEST RATED FORT COLLINS, CO FINANCIAL SERVICES

3 Best Financial Services in Fort Collins, CO

Expert-recommended Top 3 Financial Services in Fort Collins, 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!

Balanced Financial, Inc - Fort Collins, CO Financial Services - Portrait
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7+ YEARS IN TBR
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BALANCED FINANCIAL, INC

(4.9 Score)
3711 John F Kennedy Parkway, #230,
Fort Collins, CO 80525 Directions

Since 1987

Specialty:

✓Social Security Maximization ✓Insurance Planning ✓Income Planning ✓Legacy Planning ✓Long-term Care ✓Retirement Strategies ✓Financial Needs Analysis ✓Beneficiary Review ✓Wills ✓Annuities ✓Rollovers ✓Estate Preservation ✓Life Insurance ✓Tax Preparation and Planning

"Balanced Financial, Inc team provides custom-tailored strategies to meet short and long-term needs. Greg W. Anderson is the founder of Balanced Financial, Inc. He is involved in a wide range of professional activities and believes in providing as much information as possible to those planning for retirement. Among his many roles, Greg is a Certified Estate Advisor (CEA), a member of the International Association of Financial Planning, a Retirement Income Certified Professional (RICP), a speaker and radio personality, and a part-time teacher of Social Security strategies. He is devoted to his nation’s military veterans, often helping veterans apply for and receive veterans' benefits. Contact Balanced Financial, Inc. today to schedule a consultation.

2026 Highlights: Balanced Financial, Inc offers medical and financial Power of Attorney creation for free."

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License #19971013686

Price:

Attorney Created Wills and Trusts $1,398

Contact:

(970) 204-1500

Mon-Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Tarantino Wealth Management - Fort Collins, CO Financial Services - Portrait
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7+ YEARS IN TBR
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TARANTINO WEALTH MANAGEMENT

(4.8 Score)
419 Canyon Avenue, Suite 320,
Fort Collins, CO 80521 Directions

Since 2017

Specialty:

✓Retirement Planning ✓Investments ✓Professional Portfolio Management and Analysis ✓Risk-return Assessment ✓Stocks ✓Bonds ✓Mutual Funds ✓Socially Responsible Investment Options ✓Life Insurance ✓Long-term Care Insurance ✓Disability Insurance

"Tarantino Wealth Management will provide a comfortable, educational environment that allows you to openly ask questions, express your concerns, and elaborate on your financial goals. Michael Tarantino is the owner of Tarantino Wealth Management. They help individuals, families, and businesses pursue their financial planning goals. They offer access to various financial services, including retirement planning, investments, and insurance. From simple asset allocation to sophisticated estate or retirement planning strategies, they will help you create a personalized strategy to assist you in achieving your goals.

2026 Highlights: Tarantino Wealth Management primary goals are to use their education and experience to help clients navigate their financial future by making sound decisions."

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License CRD #4662820

Price:

Financial Planning Hourly Fee Starts At $500

Contact:

(970) 829-0900 (877) 791-9702

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

TBR® Inspection Report:

Safer Money Solutions - Fort Collins, CO Financial Services - Portrait
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3+ YEARS IN TBR
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SAFER MONEY SOLUTIONS

(4.8 Score)
155 East Boardwalk Drive, Suite 524,
Fort Collins, CO 80525 Directions

Since 1995

Specialty:

✓Pera Pension Plans ✓401(a) Plans ✓Retirement and Tax Planning ✓Income Strategies ✓Life Insurance ✓Annuities ✓Money Management ✓Insurance Reviews ✓Employee Benefits ✓Long-term Care ✓Social Security Optimization ✓Estate Planning ✓Medicare ✓Investment Strategies

"Safer Money Solutions offers customized financial plans to help you achieve long-term goals and enjoy a more secure retirement. Kearston Cain is the founder and President of Safer Money Solutions. She is also an expert in her field with the CSRS/FERS retirement program as well as the Pers/Pera program, helping Federal, Civil, and State workers. Giving back to her community makes her stand out among many financial professionals. Cain is a licensed professional. Safer Money Solutions is dedicated to guiding individuals through their important financial decisions as they prepare for and live throughout their retirement years.

2026 Highlights: Safer Money Solutions offers customized solutions because each individual and couple has unique requirements and need their money at different times."

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License #20171207141

Contact:

(970) 460-0650 (970) 691-7672

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

TBR® Inspection Report:

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BALANCED FINANCIAL, INC REVIEWS

Highly recommend Greg for any of your investment planning and advice about moving annuities or pension accounts. I was not aware that I could have moved funds over 10 years ago. Recently, Greg helped me move the funds to better plans that not only will pay out more per month in retirement but will also leave funds for my children. I am so grateful for all of his advice and guidance. You won't be disapointed if you take the time to make an appointment and review options you may not know you have for your money.

I was absolutely stunned at the clarity of Greg’s presentation of all the retirement options, beyond just the details of my pension. He brought all the variables together and made me feel confident in a decision to start the retirement process now, several years before when I thought it would make sense. Thanks so much for making this decision easy.

Greg walked us through the entire range of decisions as we approach retirement. His clear outline of pension, insurance, and annuities left us confident in our choice, and my wife is retiring years earlier than we had anticipated would be possible. What a great experience.

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TARANTINO WEALTH MANAGEMENT REVIEWS

I recently met with Mike and Karis to discuss preparing a financial plan. The entire staff was friendly from the moment I walked in the door. They made me feel right at home. Mike and Karis spent nearly an hour with me. They felt I was on the right track financially and, while they would be happy to prepare a plan, stated I really didn't need one. They provided information and advice on ROTH conversions, fund management, and much more. If my financial picture changes in the future I will not hesitate to return to Tarantino Wealth.

I have been impressed with these financial professionals from my first meeting. They provide excellent care of my portfolio as well as amazing customer service. I am confident that I am always getting the best advice as well as friendly service from everyone who works there.

Been working with Mike and his team for more than the past few decades. Knowledgeable and trusted advisors! Highly recommended.

SAFER MONEY SOLUTIONS REVIEWS

Kearston Cain is the most knowledgeable Annuity Consultant that I have worked with. She hosted a Webinar which was very informative and well presented. During the webinar Keaston's style, communication skills, and personality secured a level of trust with me, which is not easy since my B.S. Antenna is always on, especially involving important topics such as Financial Planning and Annuities. Kearston's follow up after the webinar was very customized to my situation. She passed my 1on1 engagement criteria of "Strive first to understand; then to be understood". She then followed up with a very detailed financial plan and roadmap, including income based annuity options. I highly recommend engaging with Kearston if you are interested in learning about annuity products tailored to your needs and wants.

Kearston is knowledgeable and clear in her explanations and empathic with great customer service skills. I have experienced other seminars and felt lost but Kearston was clearly expressed and through our conversation I was able to formulate a plan with her input. Thank you so much for you sharing your expertise.

Kearston does a great job explaining retirement options. She provides worksheets with several scenarios and explains them in an easy to understand way. Highly recommended.

TBR® Inspection Score Report

BALANCED FINANCIAL, INC Total Inspection Points: 118/120
Acknowledgments: 8
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10

TBR® Inspection Score Report

TARANTINO WEALTH MANAGEMENT Total Inspection Points: 116/120
Acknowledgments: 8
Current Evaluation: 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SAFER MONEY SOLUTIONS Total Inspection Points: 115/120
Acknowledgments: 8
Complete Info: 8
Business Images: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10