1st & Main Investment Advisors - Edwards, Colorado

1st & Main Investment Advisors: A Comprehensive Overview

For individuals and families seeking expert investment guidance, 1st & Main Investment Advisors presents a compelling option. Located in the heart of Edwards, Colorado, at 97 Main St w103, 81632, this firm offers a personalized approach to financial planning and wealth management. They pride themselves on building long-term relationships based on trust and transparency. This document provides a detailed overview of 1st & Main, highlighting their services, location, accessibility, and client feedback.

Specialties: 1st & Main Investment Advisors specializes in providing comprehensive investment services tailored to meet the unique needs of each client. Their core services include retirement planning, portfolio management, estate planning coordination, and financial education. They operate under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. This commitment to ethical conduct is a cornerstone of their business philosophy. The firm’s advisors possess deep knowledge across various asset classes, including stocks, bonds, mutual funds, and alternative investments, enabling them to craft diversified investment strategies designed to achieve specific financial goals.

Location and Accessibility: The firm’s physical location at 97 Main St w103, Edwards, CO 81632, places them in a desirable area of Eagle County. This strategic location allows them to easily serve clients throughout the region. Recognizing the importance of inclusivity, 1st & Main Investment Advisors has prioritized accessibility for all. The office features a wheelchair-accessible entrance and a wheelchair-accessible car park, ensuring that individuals with mobility challenges can readily access their services. Furthermore, they offer online appointments, providing clients with the convenience of scheduling consultations from the comfort of their homes or offices. This demonstrates a proactive commitment to accommodating diverse needs and preferences.

Other Points of Interest: Beyond their core services and accessibility features, 1st & Main Investment Advisors provides on-site services, fostering a collaborative environment where clients can discuss their financial plans face-to-face. This personal interaction allows for a deeper understanding of each client’s circumstances and aspirations. The firm's advisors are dedicated to educating clients about investment principles and strategies, empowering them to make informed decisions. They believe that financial literacy is a crucial component of long-term financial success. Regular workshops and seminars are offered, covering topics such as retirement planning, tax-efficient investing, and estate planning.

Client Feedback and Reputation: As of today, 1st & Main Investment Advisors has garnered a positive reputation within the community, evidenced by one review on Google My Business. The average opinion is a remarkable 5/5, reflecting client satisfaction with their services and the firm’s professionalism. This high rating underscores the value clients place on the firm’s expertise and dedication to client success. While a single review provides a snapshot of client sentiment, it’s important to note that the firm’s overall approach emphasizes building strong, trusting relationships with its clients.

Key Features and Benefits:

• Personalized Investment Strategies: Tailored to individual goals and risk tolerance.
• Fiduciary Standard: Ensuring client interests are always prioritized.
• Comprehensive Financial Planning: Addressing all aspects of a client’s financial life.
• Experienced Advisors: Professionals with a deep understanding of the investment landscape.
• Convenient Scheduling: Online appointments and on-site consultations.
• Accessible Facility: Wheelchair-accessible entrance and parking.

Contact Information:

Phone: 9709262500

Website: 1standmaininvest.com

Address: 97 Main St w103, Edwards, CO 81632, United States.

Conclusion: 1st & Main Investment Advisors represents a reliable and client-focused firm dedicated to helping individuals and families achieve their financial aspirations. Their commitment to personalized service, accessibility, and ethical conduct makes them a noteworthy choice for those seeking professional investment guidance. The positive client feedback and convenient service offerings further solidify their position as a valuable resource within the Eagle County community. Potential clients are encouraged to explore their website or contact the firm directly to schedule a consultation and discuss their specific financial needs.