Leave a Review For Providers 0 0
  • Post a Project
Home Retirement Planning United States Colorado

Top Retirement Planning Firms

Ratings Updated: April 3, 2026
We verify reviews and evaluate companies so you can choose with confidence. We may earn a fee for some placements. Learn how Clutch ensures trust
Get Matched

0 Leaders 10 Contenders

10 Companies

Country: United States
State: Colorado

List of the Top Retirement Planning Services

  • Dark Horse CPAs Logotype

    Not yet reviewed

    Verified
    $1,000+
    $300+ / hr
    50 - 249
    Fort Collins, CO

    Services provided

    10% Financial Advising & Planning
    50% Accounting
    40% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    Dark Horse CPAs, an Accounting company, was launched in 2015. The team focuses on Accounting and Finance & Accounting Outsourcing (FAO) and is based in Encinitas, California and Roswell, Georgia.

    Read more

    Fort Collins, CO

    110 North College Avenue
    Fort Collins, CO 80524

    1

    6197361404

    See All Locations (7)
    View Profile Visit Website
  • Mergix Financial LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Services provided

    25% Financial Advising & Planning
    60% Accounting
    15% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    15% Retirement Planning
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Mergix Financial LLC, an Accounting company, was founded in 2017. The company offers Accounting and Financial Advising & Planning, and is small.

    Read more
    View Profile
  • Affordable Interest Mortgage Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Centennial, CO

    Services provided

    35% Financial Advising & Planning
    65% Commercial Financing

    Focus Areas

    15% Retirement Planning
    15% Actuarial Services
    15% Mortgage & Loan Brokerage +4
    15% Securities Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Debt Consulting

    Located in Centennial, Colorado, Affordable Interest Mortgage is a Commercial Financing company. The team offers Commercial Financing and Financial Advising & Planning.

    Read more
    View Profile

    • Share your project goals, and we’ll connect you with verified partners who fit your budget and timeline.

    Get My Matches
  • Bonfire Financial Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Colorado Springs, CO

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    Financial Advising & Planning company Bonfire Financial was founded in 2007. The small team offers Financial Advising & Planning.

    Read more
    View Profile
  • Steven J Wick & Associates PC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Fort Collins, CO

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Business Consulting

    Focus Areas

    15% Retirement Planning
    15% Actuarial Services
    15% Debt Consulting +4
    15% Mortgage & Loan Brokerage
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Securities Brokerage

    Accounting company Steven J Wick & Associates PC was founded in 1999. The team specializes in Accounting and Business Consulting.

    Read more
    View Profile
  • Answers! Accounting CPA Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Colorado Springs, CO

    Services provided

    30% Financial Advising & Planning
    40% Accounting
    30% Finance & Accounting Outsourcing (FAO)

    Focus Areas

    30% Retirement Planning
    30% Actuarial Services
    30% Debt Consulting +1
    10% Wealth & Asset Management

    Answers! Accounting CPA is a Colorado Springs, Colorado-based Accounting company. Launched in 2017, the team focuses on Accounting and Finance & Accounting Outsourcing (FAO).

    Read more
    View Profile
  • Colorado Capital Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Boulder, CO

    Services provided

    25% Financial Advising & Planning
    25% Accounting
    25% Business Consulting +1
    25% Commercial Financing

    Focus Areas

    100% Retirement Planning

    Colorado Capital Management is a Business Consulting company. The Boulder, Colorado-based firm was founded in 2000. Their services include Business Consulting and Commercial Financing.

    Read more
    View Profile
  • AMG National Trust Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Greenwood Village, CO

    Services provided

    30% Financial Advising & Planning
    20% Accounting
    20% Commercial Financing +2
    20% Funding & Investment
    10% Business Consulting

    Focus Areas

    30% Retirement Planning
    70% Wealth & Asset Management

    AMG National Trust is a midsize Asheville, North Carolina-based Financial Advising & Planning company. The team provides Financial Advising & Planning and Commercial Financing.

    Read more

    Greenwood Village, CO

    6295 Greenwood Plaza Blvd
    Greenwood Village, CO 80111

    76 - 100

    303-694-2190

    See All Locations (2)
    View Profile
  • Cornbelt Financial, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Denver, CO

    Services provided

    35% Financial Advising & Planning
    35% Business Valuation Services
    30% Accounting

    Focus Areas

    80% Retirement Planning
    20% Wealth & Asset Management

    Small Financial Advising & Planning company Cornbelt Financial, LLC, is located in Denver, Colorado and Ankeny, Iowa. The team offers Financial Advising & Planning and Business Valuation Services.

    Read more
    View Profile
  • Alpha 1 Tax & Wealth Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Services provided

    50% Financial Advising & Planning
    50% Financial Consulting

    Focus Areas

    50% Retirement Planning
    50% Wealth & Asset Management

    Small Financial Advising & Planning and Financial Consulting company Alpha 1 Tax & Wealth, is based in Denver, Colorado. The team focuses on Financial Advising & Planning and Financial Consulting.

    Read more
    View Profile

Tell us what you need — we’ll match you with top agencies in minutes.

Get My Matches
tracking image

Why Trust Clutch

At Clutch, we believe trust is the foundation of every business relationship. Our mission is to help buyers make confident, data-backed decisions informed by real client experiences.

Every review on Clutch undergoes a rigorous, human-led verification process to make sure it’s valid. Our team of specialists confirms the identity of each reviewer, ensures the project is legitimate, and only publishes reviews that meet our strict criteria.

Verification doesn’t stop at the point of publication. Our Trust & Safety team routinely audits older reviews against our guidelines. When reviews fall short of our standards, we remove them.

We evaluate service providers using a structured methodology that combines:

  • In-depth client interviews and ratings
  • Comprehensive project details
  • Market presence
  • Portfolio examples and industry recognition

This data powers tools like the Leaders Matrix, which helps you compare agencies directly. Our research team curates rankings by weighing verified reviews most heavily, so the most trusted and experienced providers rise to the top.

Using this unique combination of verified client feedback and provider-supplied insights, Clutch distills the most important details into clear, digestible summaries so you have everything you need to make confident, informed decisions quickly.

We take fraud seriously. Providers who violate our guidelines may face lower rankings, restricted visibility, or removal from the platform altogether.

Clutch’s commitment to transparency is ongoing. We’re constantly refining our systems to protect the integrity of reviews and support you in finding the right agency.

Ability to deliver
Focus
Clutch Leaders Matrix

Rollover to see company insights or click a company below for more details.

List of the Top Retirement Planning Services

  1. Mergix Financial LLC Logotype

    Mergix Financial LLC

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0.7/10 Clients & Experience
    5.3/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Retirement Planning
    75% Other
    View Profile Visit Website
  2. Affordable Interest Mortgage Logotype

    Affordable Interest Mortgage

    Undisclosed
    Undisclosed
    2 - 9
    Centennial, CO

    Ability to deliver

    6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    15% Retirement Planning
    65% Other
    View Profile Visit Website
  3. Bonfire Financial Logotype

    Bonfire Financial

    Undisclosed
    Undisclosed
    2 - 9
    Colorado Springs, CO

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    50% Retirement Planning
    View Profile Visit Website
  4. Steven J Wick & Associates PC Logotype

    Steven J Wick & Associates PC

    Undisclosed
    Undisclosed
    2 - 9
    Fort Collins, CO

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Retirement Planning
    75% Other
    View Profile Visit Website
  5. Answers! Accounting CPA Logotype

    Answers! Accounting CPA

    $1,000+
    $50 - $99 / hr
    10 - 49
    Colorado Springs, CO

    Ability to deliver

    4.4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.4/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    30% Retirement Planning
    70% Other
    View Profile Visit Website
  6. Dark Horse CPAs Logotype

    Dark Horse CPAs

    $1,000+
    $300+ / hr
    50 - 249
    Fort Collins, CO

    Ability to deliver

    8.7/40.0
    0/20 Reviews
    3.7/10 Clients & Experience
    5/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    50% Retirement Planning
    90% Other
    View Profile Visit Website
  7. Colorado Capital Management Logotype

    Colorado Capital Management

    Undisclosed
    Undisclosed
    2 - 9
    Boulder, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    100% Retirement Planning
    75% Other
    View Profile Visit Website
  8. AMG National Trust Logotype

    AMG National Trust

    Undisclosed
    Undisclosed
    50 - 249
    Greenwood Village, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    30% Retirement Planning
    70% Other
    View Profile Visit Website
  9. Cornbelt Financial, LLC Logotype

    Cornbelt Financial, LLC

    Undisclosed
    Undisclosed
    2 - 9
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    80% Retirement Planning
    65% Other
    View Profile Visit Website
  10. Alpha 1 Tax & Wealth Logotype

    Alpha 1 Tax & Wealth

    Undisclosed
    Undisclosed
    10 - 49
    Denver, CO

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Retirement Planning
    50% Other
    View Profile Visit Website

Get personalized agency matches based on your project goals.