The 5 Best Accounting/Finance/Financial Planning Businesses Around Grand County

Financial needs change considerably over a lifetime, from opening a first checking account or financing a vehicle to investing for retirement and planning an estate. Grand County residents and businesses have access to credit unions, financial advisers and insurance professionals offering services across that spectrum. This year’s Best of Grand contest includes financial businesses and professionals working with clients on everyday banking, lending, investments, insurance and longer-term financial planning.

Blue Federal Credit Union

Everyday banking and lending form the foundation of Blue Federal Credit Union’s services in Granby. The member-owned financial cooperative offers checking and savings accounts, certificates of deposit, mortgages, vehicle and personal loans and commercial lending. Mobile banking and financial planning resources complement its branch services for individuals and businesses.

Credit Union of the Rockies

Credit Union of the Rockies combines traditional credit union products with financial resources for its members. Services available through its Granby location include checking and savings accounts, auto and recreational vehicle financing, home equity lines of credit and first mortgages, along with online banking. The credit union also provides financial literacy resources and personalized member support.

Kurt Neibauer || State Farm Insurance

Risk management is a significant part of the financial picture at Kurt Neibauer’s State Farm agency in Fraser. The office provides auto, homeowners, renters, life and business insurance while also offering retirement planning strategies and annuity consultations. Its services address both immediate insurance needs and longer-term financial considerations for individuals and businesses.

Jan Knisley || Edward Jones

Long-term investment planning is the focus of Jan Knisley’s Edward Jones practice in Granby. Services include individualized investment strategies, wealth management, retirement income planning, college savings, estate considerations and portfolio diversification. Knisley works with clients to develop strategies around their financial goals and individual tolerance for investment risk.

Wealth Management Services

Wealth Management Services offers independent financial advice from its Fraser office, with an emphasis on longer-term wealth and retirement strategies. The firm provides fee-based wealth management, investment advisory services, retirement planning, tax-aware investment strategies and estate planning support. Its client base includes retirees, entrepreneurs, second-home owners and high-net-worth individuals seeking individualized financial guidance.

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