Below is a list of the top and leading Financial Services in Colorado Springs. To help you find the best Financial Services located near you in Colorado Springs, we put together our own list based on this rating points list.
Colorado Springs’ Best Financial Services:
The top rated Financial Services in Colorado Springs, CO are:
- W.N. Financial Solutions – are leaders in the commercial finance industry
- SpotOn Financial – is the business expert for small businesses
- Bonfire Financial – believes life is meant to be enjoyed
- Millennium Financial Group – offers a wide range of services
- Lendmark Financial Services LLC – offers a variety of personal loans
W.N. Financial Solutions
W.N. Financial Solutions, in 2015, Ann Bremenkamp established W.N. Financial Solutions in Colorado. Her financial services help local as well as nationwide businesses and investors secure the funding they need to boost their startups, expand their business, and investment portfolios. The financial programs are customized to each individual business and investment. Selecting a finance company is one of the most important factors that influence the success of your business.
You need a firm with a wide portfolio of financial products that can meet the specific needs of your company. At W.N. Financial Solutions, their business loans are tailored to fit a broad variety of businesses in all stages of growth. They are leaders in the commercial finance industry due to their diverse set of loan programs and years of experience providing working capital solutions to companies all over the world.
Products/Services:
Commercial Real Estate Financing, Fix & Flip, Business Financing
LOCATION:
Address: 1755 Telstar Dr Ste 300, Colorado Springs, CO 80920
Phone: (719) 445-8211
Website: www.wnfinancialsolutions.com
REVIEWS:
“Thank you Ann for taking the time to help us with getting our loan. Ann is very professional, knowledgeable, very kind, and quick to answer any questions we had. We recommend her to anyone wanting to expand their business or needs financial help. Ann will be our go-to person when we are in need of assistance.” – Pete S.
SpotOn Financial
SpotOn Financial is a financial services brokerage and professional business consulting firm. Their team includes industry experts and licensed professionals spanning the United States and Canada. Although SpotOn Financial is an international client in Canada and throughout the U.S. the focus is still to give local business owners the business funding, business services, and advice they need. SpotOn Financial is the business expert for small businesses.
They combine their ever-expanding network of lenders, insurance providers, industry experts, business consultants, digital and media advertising partners, financial advisors, and attorneys to build a team to support their clients. SpotOn Financial’s process is simple and they work to support their client’s goals by providing access to capital, services, and advice they need tomorrow, today.
Products/Services:
Business Funding, Business Services, Business Advisory
LOCATION:
Address: 525 N Cascade Ave, Colorado Springs, CO 80903
Phone: (719) 428-3073
Website: www.spotonfinancial.com
REVIEWS:
“We recently sought counsel at SpotOn Financial regarding a funding issue with local and international implications. Travis at SpotOn provided key insight to help us resolve the matter successfully. Remarkably, the advice we received so graciously would limit the pecuniary benefit to SpotOn Financial. We appreciate the integrity! Thank you.” – Walter D.
Bonfire Financial
Bonfire Financial is an independent, fee-only, registered investment advisor and CFP in Colorado Springs, CO. Their dedicated team works with you with a financial planning process that looks at the aspects of life that are important to you and creates a tailor-made financial plan. The goal is for your focus to be on rejoicing in life, not market fluctuations. Bonfire Financial are fiduciaries. They have no products to push and they do not get paid commissions, it’s all about what is best for you.
A bonfire is a celebration. They believe life is meant to be enjoyed and is best lived by spending time with family and friends. Some of their best memories have been spent around the fire with those closest to them. Bonfire Financial purpose is to help you enjoy and celebrate more of those moments.
Products/Services:
Financial Planning & Consulting, Investment Management, Retirement Plans, Risk Analysis & Management, Institutional Services, Estate & Legacy Planning
LOCATION:
Address: 2 N Nevada Ave Suite 1170, Colorado Springs, CO 80903
Phone: (719) 394-3900
Website: www.bonfirefinancial.com
REVIEWS:
“Working with Bonfire, especially with Nick has been an excellent experience. Nick has great customer service and we feel that all of our needs have not only been met but exceeded. We would highly recommend working with Nick for overall financial planning. He is very knowledgeable and has great communication skills.” – Simon V.
Millennium Financial Group
Millennium Financial Group, since its founding in 2012, Millennium Financial Group has worked hard to help those living in and nearby Colorado bring about consistency and confidence in the face of a complex financial environment. Volatile markets, longer life expectancies, and other uncertainties make a complex financial picture that they aim to clarify. Their goal is to help you bring confidence and simplicity to your present situation and future goals with tailored strategies, planning, and advice.
They offer a wide range of services to public service personnel, Colorado educators, and people from all walks of life, designed to help create a stable financial foundation through retirement.
Products/Services:
Financial Services, Colorado Public Pension
LOCATION:
Address: 3204 N Academy Blvd Suite 310, Colorado Springs, CO 80917
Phone: (719) 304-8710
Website: www.mifigroup.com
REVIEWS:
“I am a new client to Millennium Financial Group. I have a state job where the retirement program can be very confusing and trying to find somebody that can explain all my options to me has been a challenge. A co-worker of mine has a sibling that just retired as a client with Millennium Financial and had nothing but positive things to say about their firm. I gave them a call and was introduced to Tim Wenger. Tim and I hit it off right away. He is a professional who is very knowledgeable about my job’s retirement options and will take the time to answer all of my questions. I would recommend this institution to anybody who has future financial goals they would like to achieve.” – Blain W.
Lendmark Financial Services LLC
Lendmark Financial Services LLC has been serving the personal lending needs of clients underserved by traditional banks since 1996. Currently, with more than 400 branches in twenty-one states from coast to coast, Lendmark continues to grow with reliable, superior, and consistent financial services that make a difference in people’s lives. Lendmark Financial is a consumer finance company that offers a variety of personal loans, automobile loans, and retail merchant sales finance services.
Their personalized service, quick approval, easy application, and instant funding set them apart from other lending services. They’re proud to offer loan services that make a difference. As a community lender for 25 years, Lendmark Financial Services LLC is there to listen to your needs, know your goals, and help you get there with a customized loan that works with your budget.
Products/Services:
Financial Service
LOCATION:
Address: 6512 S Academy Blvd Suite 100, Colorado Springs, CO 80906
Phone: (719) 368-4249
Website: www.lendmarkfinancial.com
REVIEWS:
“Courtney was very helpful and personal. Had a wonderful time doing the boring paperwork and such. Better keep her!” – Grocman
Shera Elliott graduated from the New Mexico State University with a major in biology and a minor in Biological Basis of Behavior & Health Care Management. Shera grew up in Los Angeles, but moved to Las Cruces for college. Shera has written for several major publications including the Albuquerque Journal and NPR. Shera is a community reporter and also covers stories important important to all Americans.