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Finding the Right Financial Planner in Colorado Springs

Hey there, friend! Are you on the hunt for a top-notch financial planner in Colorado Springs? Well, you’ve come to the right place. We at DelanceyStreet want to help guide you to the cream of the crop when it comes to getting your finances in tip-top shape.

Why a Financial Planner is a Must-Have

First off, let’s chat about why working with a financial planner is so dang important. I mean, managing your money is no walk in the park, am I right? There’s budgeting, saving, investing – it’s enough to make your head spin! But a skilled financial planner? They’re like your personal finance superhero, swooping in to save the day.Picture this: you’re sitting down with a pro who knows the ins and outs of the financial world. They’re listening to your goals, your dreams, and your concerns. And then, like a maestro conducting an orchestra, they craft a plan tailored just for you. It’s like having a roadmap to financial success!But here’s the thing – not all financial planners are created equal. You want someone who’s not only knowledgeable but also trustworthy and relatable. Someone who speaks your language and has your best interests at heart.

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The DelanceyStreet Difference

That’s where we come in. At DelanceyStreet, we’re on a mission to connect folks like you with the top financial planners in Colorado Springs. We’ve done the legwork, scouring reviews and doing our homework, to bring you the best of the best.We believe that everyone deserves access to quality financial advice. It shouldn’t be some exclusive club for the wealthy elite. Nope, we think financial planning should be accessible, understandable, and dare we say – even a little fun!

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What to Look for in a Financial Planner

So, what exactly should you be looking for in a financial planner? Well, buckle up, because we’ve got some tips that’ll help you separate the wheat from the chaff.First and foremost, you want someone who’s properly credentialed. Look for designations like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA). These titles mean they’ve gone through rigorous training and are held to high ethical standards.But credentials alone don’t tell the whole story. You also want someone who vibes with your personality and communication style. Do they explain things in a way that makes sense to you? Do they take the time to really listen and understand your unique situation?And let’s not forget about the all-important gut check. When you’re entrusting someone with your financial future, you want to feel confident and comfortable. If something feels off, trust your instincts and keep looking.

Top Financial Planners in Colorado Springs

Alright, drumroll please! Let’s dive into our top picks for financial planners in Colorado Springs. These folks have the skills, the experience, and the glowing reviews to back it up.

1. Chris Abeyta

First up, we have Chris Abeyta. This guy’s a rockstar in the financial planning world. With a perfect 5-star rating on Yelp, it’s clear that his clients are more than satisfied. One reviewer raved, “Chris was very helpful to us in giving us financial advice. He gave us some great insights on how to become debt-free and build wealth for the future.”But Chris isn’t just about the numbers. He takes a holistic approach, looking at the big picture of your financial life. Retirement planning, tax strategies, insurance – he’s got you covered on all fronts.

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2. Carlson Financial

Next on our list is Carlson Financial. These folks have a team approach, which means you’ve got multiple experts in your corner. They’re all about building long-term relationships and crafting personalized strategies.What really sets Carlson Financial apart is their commitment to education. They offer workshops and resources to help you level up your financial know-how. Because let’s be real – the more you understand about your money, the better equipped you are to make smart decisions.

Carlson Financial Contact Info
Address 1155 Kelly Johnson Blvd. Ste 204, Colorado Springs, CO 80920
Phone (844) 227-5766
Website carlsonfinancial.com
Yelp Carlson Financial on Yelp

3. Edward Jones – Financial Advisor: Tim Keating

If you’re looking for a financial advisor with a personal touch, look no further than Tim Keating at Edward Jones. This guy’s a fan favorite, with clients praising his thoroughness, sensibility, and laid-back demeanor.One happy customer summed it up perfectly: “Tim Keating is the best! He is thorough, makes sensible transactions, is laid back, and is excellent at helping you figure out your retirement plan.”Tim’s all about helping you navigate the complexities of financial planning with ease. He breaks things down in a way that’s easy to understand and makes the process feel like a collaboration.

4. Season Investments

Season Investments is all about tailoring their approach to your unique needs and goals. They understand that cookie-cutter solutions just won’t cut it when it comes to something as personal as your finances.What we love about Season Investments is their commitment to transparency. They’re upfront about their fees and investment strategies, so you always know exactly what you’re getting. No hidden agendas or surprise costs here!

Season Investments Contact Info
Address 620 N Tejon St. Ste 202, Colorado Springs, CO 80903
Phone (719) 528-8400
Website seasoninvestments.com
Yelp Season Investments on Yelp

5. Don Leander, CFP

Last but certainly not least, we have Don Leander, a Certified Financial Planner with over 30 years of experience under his belt. Don’s clients rave about his friendly demeanor and professional expertise.One long-time client shared, “Don has been our advisor for nearly 30 years. He is friendly and professional. He has helped us manage our investments and plan for retirement. We highly recommend him!”With Don, you’re not just getting a financial planner – you’re getting a trusted partner who’s invested in your success. He takes the time to really get to know you and your family, crafting a plan that aligns with your values and aspirations.

Don Leander, CFP Contact Info
Address 1755 Telstar Dr, Ste 300, Colorado Springs, CO 80920
Phone (719) 475-0778
Website N/A
Yelp Don Leander on Yelp

Wrapping It Up

Phew, that was a lot of info! But don’t worry, friend – you’ve got this. Armed with these tips and our top picks, you’re well on your way to finding the perfect financial planner for you.Remember, at the end of the day, it’s all about finding someone you click with. Someone who gets you, supports you, and empowers you to take control of your financial destiny.So go forth and interview potential planners. Ask questions, trust your gut, and don’t settle for anything less than the best. And if you ever need a pep talk or some guidance along the way, you know where to find us.

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