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

Managing money in the mountains comes with its own challenges — from seasonal businesses to long-term investments. That’s why locals turn to trusted professionals who understand both the numbers and the unique rhythms of Grand County. This year’s Best of Grand honorees in the accounting, finance, and planning category showcase the wide range of expertise available right here at home.

Blue Federal Credit Union

With a branch located on Agate Avenue in Granby, Blue Federal Credit Union combines the security of a well-established financial institution with the neighborly feel of a community bank. Members have access to everyday checking and savings, mortgage options, and financial tools designed to help families and businesses plan for the future.

Edward Jones – Jan Knisley

Financial advisor Jan Knisley brings the Edward Jones model of long-term, relationship-driven investing to Granby. Her office helps individuals and families with retirement planning, college savings strategies, and tailored portfolios built around specific life goals.

Kurt Neibauer, State Farm Insurance

Kurt Neibauer’s State Farm office in Fraser is best known for insurance, but it also supports clients with financial planning needs. From helping protect assets to offering guidance on retirement and investment products, the agency emphasizes approachable service and local trust.

Headwaters Financial Planning

Headwaters Financial Planning in Granby focuses on comprehensive, fee-only financial advice. Their services range from budgeting and debt strategies to investment management and retirement roadmaps, all customized to reflect each client’s priorities.

Wealth Management Services

Based in Fraser, Wealth Management Services offers independent financial advising and portfolio management. Their team works closely with individuals and small businesses to align investments with long-term objectives, providing guidance that balances growth with stability.

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