• Skip to primary navigation
  • Skip to main content
Call: (425) 577-0660 Client LoginSchedule NowContact

Financial Planning For Tech Professionals

  • About Us
    • Why We Do What We Do
    • Our Process & Strategy
    • Our Philosophy
    • Meet The Team
    • Our Custom Wealth Management
    • Pricing
  • Insights
    • Amazon
    • Salesforce
    • Oracle
    • Retirement Planning
    • Blog
  • What We Offer
    • Financial Planning
    • Compensation Planning
    • Salary Negotiation & Offer Evaluation
    • Cash Flow Planning
    • Tax Planning
    • Investment Advising
    • Estate Planning
  • Your Experience
    • How To Prepare For Your First Appointment.
    • Throughout Your Life
    • Our Onboarding Process
  • Tools & Resources
    • Investing Guides
      • The Ultimate Guide To Automating Your Finances
      • A Young Professionals Guide To Building Credit
      • The Comprehensive Guide To Estate Planning
      • The Ultimate Guide To Travelling the World Without Breaking The Bank
    • Masterclasses
    • Tax Planning Whitepaper
    • Retirement Planning Whitepaper
    • Retirement Planning Calculator
    • Budgeting Calculator
  • Testimonials

Lakewood, Colorado

Lakewood, Colorado

fee only advisor sitting with their clients giving them financial advice

Financial Planner in Lakewood, CO

Phone : (425) 577-0660

business hours :
Monday – Friday: 09:00 AM – 05:00 PM
Saturday – Sunday: Closed

Lakewood Financial Advisor

We are located in the heart of Lakewood, Colorado. Our office is easily accessible from both Ward Road and the I-70 highway, making it convenient for clients across the Denver metropolitan area to reach us.

Our office is open from Monday to Friday, from 9:00 am to 5:00 pm MST. We understand that our clients have busy schedules, which is why we offer flexible appointment times to accommodate your needs. You can also contact us by phone or email to schedule an appointment or to ask any questions you may have.

At our Lakewood location, we offer a wide range of financial advising services, including retirement planning, investment management, tax planning, and estate planning. Our team of experienced advisors works with clients of all ages and financial backgrounds to create customized financial plans that meet their unique needs and goals.

Our team of financial advisors in Lakewood is led by Blaine Thiederman, a Certified Financial Planner™ with over 10 years of experience in the financial sector. Blaine and his team are dedicated to helping you achieve financial success and security and will work with you every step of the way to ensure that you are on the right track.

Contact a Financial Planner in Lakewood

What is one reasonable fee for a financial advisor in Lakewood? The fees for a financial advisor in Lakewood can vary based on the advisor’s experience, services offered, and the complexity of your financial situation. However, a reasonable fee for a financial advisor is typically between 1% to 2% of the assets they are managing for you.

What is the true cost of a financial advisor in Lakewood? The true cost of a financial advisor in Lakewood depends on several factors, including their fee structure, the amount of assets they manage for you, and the performance of your investments. However, the cost of a financial advisor can range from a few hundred to a few thousand dollars per year.

Is it worth the money to hire a financial advisor? Hiring a financial advisor can be worth the money if you need help managing your finances, planning for retirement, or achieving other financial goals. An experienced financial advisor can provide you with personalized advice and create a customized financial plan to help you achieve your goals.

How do I find a reasonable financial advisor near Lakewood, Colorado? To find a reasonable financial advisor near Lakewood, you can start by asking for referrals from friends or family members. You can also use online directories and search engines to find financial advisors in your area. Be sure to read reviews and check the advisor’s credentials before making a decision.

Do banks in Lakewood offer free financial advice? Some banks in Lakewood offer free financial advice to their customers. However, it’s important to note that the advice provided may be limited to the bank’s products and services. It’s also a good idea to check the credentials of the advisor providing the advice.

How do you trust a financial advisor? To trust a financial advisor, it’s important to do your research and check their credentials. Look for advisors who are certified and have a good reputation in the industry. You should also ask for referrals and read reviews from other clients. Additionally, it’s important to have open and honest communication with your advisor and to ask questions if you don’t understand something.

Schedule An Intro Call

Copyright © 2023 · All Rights Reserved.
Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
[READ Privacy Policy] •
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
[Website Design]

  • Homepage
  • Privacy Policy
  • Media Contacts and Resources
  • Business Continuity
  • Legal Information
  • Disclosures
  • Forms Center
  • FAQS
  • Locations Served

Subscribe

* indicates required