Wealth Management Firms Durango CO

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Durango, CO. We have compiled a list of businesses and services around Durango, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Paul Lemon
Integrated Financial Planning, PC
(970) 259-6739
269 North Road
Durango, CO
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. John E. Ogier, CFP®
(970) 259-0937
940 Main Avenue
Durango, CO
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. David L. Rick, CFP®
(970) 259-5208
555 Rivergate Ste B1
Durango, CO
Firm
LPL Financial Services
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. G. Stephen Wheeldon, CFP®
(970) 403-1234
150 E 9th St Ste 333
Durango, CO
Firm
Intelligent Investment Management,LLP
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Mr. Stanley E. Johnson, CFP®
(970) 385-5227
1075 Main Ave Ste 216
Durango, CO
Firm
Comprehensive Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided By:
Stan Johnson
Comprehensive Financial Planning, Inc.
(970) 385-5227
1075 Main Avenue, Suite 216
Durango, CO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. David W. Smiley, CFP®
(970) 375-1291
1150 Main Ave Ste A
Durango, CO
Firm
Oxford Asset Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Retirement Planning, Small Business Planning, Social Security Planning

Data Provided By:
Mr. James Michael Brost, CFP®
(970) 403-1234
150 E 9th St Ste 333
Durango, CO
Firm
Intelligent Investment Management, LLP
Areas of Specialization
Asset Allocation, General Financial Planning, Intergenerational Planning, Investment Planning, Retirement Planning, Wealth Management

Data Provided By:
Mr. Jonathan R Donnaway, CFP®
(970) 382-0040
c/o Bank of Colorado
Durango, CO
Firm
Investment Centers of America
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits

Data Provided By:
Mr. Stephen Pease, CFP®
(970) 375-1291
1150 Main Ave Ste A
Durango, CO
Firm
Oxford Asset Management
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000



Data Provided By:
Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874