4 Best Gold IRA Investment Companies Near Me in Fort Collins, CO – Retirement Planning Services
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Tarantino Wealth Management – Michael Tarantino, Certified Financial Planner
ADDRESS: 419 Canyon Ave UNIT 320, Fort Collins, CO 80521, United States
NUMBER: +1 970-829-0900
DESCRIPTION FROM BUSINESS: Michael Tarantino is a Certified Financial Planner in Fort Collins, CO. Let us help you complete your financial planning task as efficiently and effectively as possible. We will provide a comfortable, educational environment that allows you to openly ask questions, express your concerns and elaborate on your financial goals. During our time together, we will explain financial strategies and investments in non-technical, everyday language so that you fully understand the options available to you…
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I felt valued, seen and appreciated at the appointment. Michael and his entire office staff were most welcoming and professional. He was very knowledgeable and did not talk down to me and showed a witty sense of humor to promote a relaxed, comfortable environment and he displayed total integrity with his sage advice, instilling my total trust.. For all of the above reasons, I highly recommend Michael Tarantino for your investments financial planning. – Mark Johnson
REVIEW #2 – I had the pleasure of attending two planning meetings with Michael & Karis to prepare for retirement—and I couldn’t be more impressed! From start to finish they were honest, thorough, professional, and genuinely kind. They dove deep into each detail I brought up, answered every question with clarity, and always made me feel comfortable, no matter how many times I asked for explanations.
What really stood out was their dedication: both times they stayed late to make sure everything was covered, which I truly appreciated. It’s rare to find professionals who combine such expertise with heartfelt service. If you’re looking for retirement planning help from people who care as much as they know, Michael & Karis are absolutely the team to choose! – Harmony Reilly
REVIEW #3 – Tarantino Wealth management deserves higher than a five or 10 star grade! I have experienced nothing but professionalism and extreme over the top assistance in getting ready for retirement. I might add I do not even live in the state of Colorado, but I am so fortunate to have been introduced to this wealth management business!! Thank you for all you do to assist people in having the opportunity to retire with a peace of mind. – Lynn Walker
REVIEW #4 – We had a fantastic experience working with Michael and Karis on our retirement planning. They went above and beyond to accommodate our busy schedules, even staying late to ensure everything was covered. Their friendly approach, clear explanations, and comprehensive advice made the entire process smooth and reassuring. We’ll definitely be employing their services in the future and wouldn’t hesitate to recommend them to friends and family! – Michael Reilly
REVIEW #5 – I’ve had a great experience with Mike Tarantino. He always gets back to me quickly and takes the time to answer my questions. I’ve come to really trust his advice, and I’ve seen steady growth in my investments. Highly recommend if you’re looking – Nicole Burdine
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Financial Planning Fort Collins
ADDRESS: 375 E Horsetooth Rd Bldg 3 Ste 203, Fort Collins, CO 80525, United States
NUMBER: +1 970-225-0504
DESCRIPTION FROM BUSINESS: At FPFoCo, financial planning is way more than investment management. Comprehensive financial planning is the well-defined path between where you are and where you want to be. As Your Full-Time Fiduciary®, we’re not just obligated but also driven to deliver advice in your best interest. Our mission is to simplify the complex and evolving challenges of your financial life with advice for what’s now and a plan for what’s next…
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jason and his team are phenomenal! We trust them in every way, and they treat you as if you are part of their family. Jason is very smart, insightful, and always working in our best interest. He is patient in explaining financial concepts, while using his great sense of humor. We feel so grateful to the FPFC team! – Mary Rapisardo
REVIEW #2 – What a great experience we had with FPFoCo, from the beginning to the end. They gave us peace of mind knowing we were on the right path to retirement. Since they are a fiduciary advisor, you don’t have to worry about them selling you anything or pressuring you to buy stock/mutual funds. – Rick Busch
REVIEW #3 – I’ve been a client of FPFC since around 2010 or so. Jason is a mensch! He is fair, smart, and kind. I’m old and cranky and he is always reasonable and accommodating.
As a former IRS Agent, I can attest to his tax expertise. An honest, knowledgeable and fun firm. – Carol Fergus-Irvin
REVIEW #4 – My wife and I love working with Jason, Regina, and the entire team at Financial Planning Fort Collins. They have given us a lot of useful advice and they are not trying to push us to buy any particular financial product. – John Schulte
REVIEW #5 – We have been with Financial Planning of Fort Collins for almost 2 years now. Jason, Regina and Riley answer our many questions quickly, accurately and without judgement. The team lowered our tax bill, and helped to make sure that our financial goals aligned with our life goals. Our portfolio, and our confidence in our plan has never been stronger. Initially, we chose this group because they are a fee only financial planner, and a fiduciary. We were tired of the commission hungry sales persons trying to “sell” products under the disguise of being a fiduciary. We stay with Financial Planning of Fort Collins because they offer current expert advice on everything from how and where to invest, how to set up a budget, to what insurance options may be best for us. We would recommend this group to anyone – whether you are just beginning your financial journey or at the end of it!!!! – Andi
Balanced Financial Inc
ADDRESS: 3711 John F Kennedy Pkwy #230, Fort Collins, CO 80525, United States
NUMBER: +1 970-204-1500
SERVICES: Retirement Income Planner Will & Trust work. Powers of Attorney dox Tax Prep and tax planning, Conservative asset growth
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Greg is not only financial planner but also a good friend. Chase is another awesome addition to Balance Financial. I am proud of having Balance Financial to handle my financial need as I close to my retirement. I am confident that Balance Financial can “Make Your Finance Great Again”.
In the past 3 years, Balance Financial has done great thing for us to restructure our financial including re-arrange my 401k and life insurance. However, the most impressive thing Balance Financial did for us is rescued our both Tradition and Roth IRA from Edward Jone. It is not an easy decision for us because we have been with Edward Jone 15 years. I am so appreciated that Greg and Chase help us to just “pull the trigger”. – Tangshiun Yeh
REVIEW #2 – I have been working with Greg for about 6 months now. He has been pro active in getting my retirement set and moving. I am not a person who usually would write a review , but in this case I would recommend contacting him and seeing what he might do for you. – dave kimes
REVIEW #3 – I was looking for an advisor for advice on a specific ax situation related to selling a rental property. Not only was Greg the only person that I contacted that actually responded,, but he did so quickly and set up an appointment so we could discuss the matter.
Greg gave me great advice and taught me a lot about the transaction and implications in a short time. After we covered my specific needs we reviewed my other investments and financial goals and he was able to steer me to valuable information for estate planning, insurance needs, and investment vehicles.
I would recommend Greg to anyone looking for advice, guidance, or management of their financial lives and I look forward to working with him in the future to secure my own goals. – Chad Cheshire
REVIEW #4 – Greg spent an hour with me going over all of my options and patiently answering hundreds of questions. He helped me put together a plan of action over the next year to accomplish my financial goals and estate planning with the least tax consequences to my family. I’m very grateful to have found him. – Susan Joy
REVIEW #5 – I have been working with Balanced Financial Services for several months now and I can’t say enough good things about them. Greg and Chase specifically are incredibly knowledgeable and helpful in guiding me through the retirement journey. Great ideas, excellent approach and most important to me, take the time to explain things thoroughly in a way I can understand.
This definitely is NOT a cookie cutter approach as they have taken the time to understand my goals, and risk tolerance prior to proposing a go-forward strategy. Furthermore, their approach keeps the decisions made today, very flexible and open as circumstances may dictate.
Do yourself a favor and reach out if you’re considering any kind of investment strategy and/or guidance as you prepare for your future financial needs…..no need to wait on retirement.
Thanks Greg and Chase! – Jim Munoz
Streamlined Wealth Planning
ADDRESS: 2038 Vermont Dr UNIT 201, Fort Collins, CO 80525, United States
NUMBER: +1 970-573-7111
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been with Streamlined for almost 20 years, and trust our future in their capable hands. Ryan patiently explains investments and risks to us, with regular check-ins through the year. Ryan is always available and quick to answer our questions as we’ve evolved from starting college funds to graduated kids, and looking ahead into retirement! Having everything in one spot with an expert we trust has been a great weight of stress off our shoulders! – Judy Schnurr
REVIEW #2 – Ryan and his team are extremely knowledgeable, and they helped me feel comfortable navigating through unknown territory. They possess compassion and a caring attitude, which combined with their experience and expertise, make them invaluable in their field. I could not be happier with the service I’ve received! – Lisa Kerrr
REVIEW #3 – We have been working with Ryan and Megan at Streamlined Wealth Planning for about 25 years. They have taken excellent care of all of our investment accounts, most of which we are depending on as we move through our years of retirement. They listen to our concerns, help us to examine our priorities for saving and spending and offer insight and suggestions to assist us in achieving our financial goals. We trust their advice and we are grateful for the relationship we have with their company. – Sally Kennett
REVIEW #4 – We absolutely love Streamlined Wealth Planning! Everyone in the office is so helpful and kind and they all really know their stuff. This office really cares about the people they work with and it shows in everything they do. We have been working with Megan for years now and she is amazing, responsive, great at explaining things, and is just a spectacular and kind human. Highly recommend this office! – Carly Hennegan
REVIEW #5 – Ryan McNulty and the team at Streamlined Wealth Planning are beyond compare in the field of financial planning. They have helped us manage our finances and prepare for a successful retirement. They are professional and proactive, assuring that we are in solid financial condition now and in the future. Their expertise and knowledge is substantial. We trust them to help ensure our ability to thrive even when the economy is rocky. – Terri & Jim Hogan Barden
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