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Top 30 financial advisors of 337 near 80534
Out of 400,000+ nationwide
Sarah G
CFP®
Longmont, CO
Momentum Financial Planning LLC
Momentum's innovative "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money. Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)
Zachary R
Series 66
Loveland, CO
Edward Jones
Robert F
Series 66
Loveland, CO
Edward Jones
Hunter B
Series 66
Loveland, CO
Fidelity
Hunter Bacon is an Investment Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he worked as a Planning Consultant at Fidelity Investments in 2025 and as a Workplace Planning Consultant at the same firm from 2023 to 2025. Hunter began his professional career as a Wealth Management Analyst at Morgan Stanley from 2022 to 2023. His approach to financial advising emphasizes building trust through transparency, active listening, and personalized guidance. Hunter focuses on understanding each client's unique goals to develop clear and adaptable investment strategies, aiming to simplify complex decisions and foster long-term client relationships with Fidelity. He is committed to empowering clients with confidence in their financial future. Outside of his professional work, Hunter enjoys camping, exploring various foods as a foodie, watching football and movies, and engaging in outdoor adventures.
Hampton K
Series 63, Series 66
Fort Collins, CO
Fidelity
Hampton Kelsch is a Planning Consultant at Fidelity Investments, where he currently assists clients in developing financial plans tailored to their individual goals. He has been with Fidelity Investments since 2021, progressing through roles including Client Relationship Advocate, Premium Service Associate, and Financial Representative before assuming his current position in 2024. Throughout his tenure at Fidelity Investments, Hampton has gained experience in client relationship management and financial planning. He focuses on helping clients build strong financial plans to support their personal objectives. Outside of his professional work, Hampton enjoys activities such as board games, family activities, social events with friends, movies, reading, and traveling.
Kim L
Series 63, Series 66
Greeley, CO
Edward Jones
Bobby G
CFP®, Series 63, Series 65
Greeley, CO
Edward Jones
Bill H
Series 63, Series 66
Loveland, CO
Edward Jones
Lisa G
Series 66
Johnstown, CO
Edward Jones
Sarah D
Series 63, Series 65
Firestone, CO
Edward Jones
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Top 30 financial advisors of 337 near 80534
Out of 400,000+ nationwide