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Financial Planning Consultants in Colorado Springs

First Command Financial Advisor - Gavin Johnson

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

719-599-8861

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First Command Financial Advisor - Gavin Johnson

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Gavin Johnson

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Kyle Gamache - Thrivent

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13710 Struthers Road, Suite 120, Colorado Springs, CO

719-828-5733

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Kyle Gamache - Thrivent

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13710 Struthers Road, Suite 120, Colorado Springs, CO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Kyle Gamache is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Colorado Springs, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Kyle Gamache - Thrivent

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Summit Wealth Group

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13710 Struthers Road, Suite 115, Colorado Springs, CO

719-633-4033

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Summit Wealth Group

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13710 Struthers Road, Suite 115, Colorado Springs, CO

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We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services. Our purpose is to help our clients navigate the path to a better,... Read More about Summit Wealth Group

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Focus Partners

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10855 Hidden Pool Heights, Suite 250, Colorado Springs, CO

719-265-4600

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Focus Partners

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10855 Hidden Pool Heights, Suite 250, Colorado Springs, CO

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

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Stephanie Colgate - Thrivent

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13710 Struthers Road, Suite 120, Colorado Springs, CO

719-800-7624

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Stephanie Colgate - Thrivent

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13710 Struthers Road, Suite 120, Colorado Springs, CO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephanie Colgate is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Colorado Springs, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Stephanie Colgate - Thrivent

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Brian Peters - Thrivent

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13710 Struthers Rd., Ste 120, Colorado Springs, CO

817-808-7707

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Brian Peters - Thrivent

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13710 Struthers Rd., Ste 120, Colorado Springs, CO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Brian Peters is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Colorado Springs, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Brian Peters - Thrivent

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Zach Schut - Thrivent

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13710 Struthers Rd, STE 120, Colorado Springs, CO

719-728-7090

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Zach Schut - Thrivent

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13710 Struthers Rd, STE 120, Colorado Springs, CO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Zach Schut is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Colorado Springs, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Zach Schut - Thrivent

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Enrique Basanez - Thrivent

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7222 Commerce Center Drive, Suite 220, Colorado Springs, CO

719-626-2990

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Enrique Basanez - Thrivent

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7222 Commerce Center Drive, Suite 220, Colorado Springs, CO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Enrique Basanez is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Colorado Springs, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Enrique Basanez - Thrivent

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Zachary Kibby - Thrivent

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13710 Struthers Rd, Suite 120, Colorado Springs, CO

301-943-8217

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Zachary Kibby - Thrivent

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13710 Struthers Rd, Suite 120, Colorado Springs, CO

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Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Zachary Kibby is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Colorado Springs, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or... Read More about Zachary Kibby - Thrivent

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Molly Stavang - RBC Wealth Management Financial Advisor Verified by Yext

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102 S. Tejon, Suite 460, Colorado Springs, CO

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Peter Maiurro - RBC Wealth Management Financial Advisor Verified by Yext

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102 S. Tejon, Suite 460, Colorado Springs, CO

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Kelly McGrew - RBC Wealth Management Financial Advisor Verified by Yext

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102 S. Tejon, Suite 460, Colorado Springs, CO

Strengthening your financial securityâ„ 

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Wilcox & Associates P.C. Verified by Yext

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3125 Austin Bluffs Parkway, Colorado Springs, CO

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For years, Wilcox & Associates, P.C. has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as financial s

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Summit Wealth Group

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2510 North Cascade Avenue, Suite 120, Colorado Springs, CO

719-623-3550

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Summit Wealth Group

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2510 North Cascade Avenue, Suite 120, Colorado Springs, CO

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The Summit Colorado Springs, CO branch, formerly known as Legacy Wealth Planners has been serving clients since 2002 in both the Greater Colorado Springs area and across the country. This all female branch specializes in guiding small business owners and local physicians who are looking for clarity in their financial situation. Through our holistic approach to financial planning, we help... Read More about Summit Wealth Group

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First Command Financial Advisor - Kyle Hashimoto

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620 Southpointe Court, Suite 215, Colorado Springs, CO

719-653-3315

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First Command Financial Advisor - Kyle Hashimoto

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620 Southpointe Court, Suite 215, Colorado Springs, CO

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Kyle Hashimoto

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First Command Financial Advisor - Alan Bridges, CFP®

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

719-599-8861

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First Command Financial Advisor - Alan Bridges, CFP®

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

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Alan Bridges joined First Command Financial Services as a Financial Advisor in September 2024. He previously worked for 5 years as a Financial Advisor at a local financial services firm. Alan has a bachelor's degree in behavioral science from the US Air Force Academy, a master's degree in international relations from the University of Southern California (their UK program), and... Read More about First Command Financial Advisor - Alan Bridges, CFP®

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First Command Financial Advisor - Tom Finneran, RICP®

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615 Wooten Road, Ste 130, Colorado Springs, CO

719-465-5555

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First Command Financial Advisor - Tom Finneran, RICP®

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615 Wooten Road, Ste 130, Colorado Springs, CO

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Tom Finneran joined First Command Financial Services as a Financial Advisor in January 2022, following a 28 1/2-year career in the United States USAF, where he attained the rank of Lt Col. Tom understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away.... Read More about First Command Financial Advisor - Tom Finneran, RICP®

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First Command Financial Advisor - Shauna Mitchell

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615 Wooten Road, Ste 130, Colorado Springs, CO

719-465-5555

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First Command Financial Advisor - Shauna Mitchell

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615 Wooten Road, Ste 130, Colorado Springs, CO

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Shauna Mitchell

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First Command Financial Advisor - Christie George

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

719-599-8861

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First Command Financial Advisor - Christie George

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

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Christie George joined First Command Financial Services as a Financial Advisor in June 2017. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. Christie has a Bachelor’s degree in English with Elementary & Middle... Read More about First Command Financial Advisor - Christie George

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First Command Financial Advisor - Mike Kucej

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

719-599-8861

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First Command Financial Advisor - Mike Kucej

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

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Mike Kucej joined First Command Financial Services as a Financial Advisor in February 2011, following a 26-year career in the United States Air Force. During his career, he served as an aircraft maintenance officer and acquisition officer, with one tour as a maintenance group commander and two as a squadron commander. Mike served on several combat deployments in Southwest Asia... Read More about First Command Financial Advisor - Mike Kucej

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First Command District Advisor - Robert Milmore, CFP®

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

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Robert Milmore joined First Command Financial Services as a Financial Advisor in November 2014. He previously worked for 3 years as a private wealth manager at top research and wealth management firms. Prior to that, he served for seven years in the United States Army, where he was a company commander in the 82nd Airborne Division, platoon leader in the... Read More about First Command District Advisor - Robert Milmore, CFP®

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First Command Financial Advisor - Chainsaw McCullough

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615 Wooten Road, Ste 130, Colorado Springs, CO

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Chainsaw joined First Command Financial Services as a Financial Advisor in May 2005, following a 22-year career in the United States Air Force where he attained the rank of Lieutenant Colonel. During his time in the service, Chainsaw received the Distinguished Flying Cross with Valor for heroism in Desert Storm. A graduate of Texas A&M University with a bachelor's degree... Read More about First Command Financial Advisor - Chainsaw McCullough

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First Command Financial Advisor - Doug Keller

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

719-599-8861

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First Command Financial Advisor - Doug Keller

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

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Douglas Keller joined First Command Financial Services as a Financial Advisor in April 2016. He previously worked for 5 years as Chief Operating and Risk Officer at Freshwater Global Advisors; and has over 25 years of industry experience at top wealth management firms. Douglas has a Bachelor’s degree in Accounting from Queens College and a Master’s degree in Finance with... Read More about First Command Financial Advisor - Doug Keller

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First Command Financial Advisor - Alysse Forde, CFP®

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1277 Kelly Johnson Blvd, Suite 260, Colorado Springs, CO

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Alysse Forde joined First Command Financial Services as a Financial Advisor in November 2015. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security. A graduate of University of Texas at Austin with a Bachelor’s... Read More about First Command Financial Advisor - Alysse Forde, CFP®

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