Boulder, CO Investment Service

Akram is a class act and truly cares about the clients he serves. As a client, he has been thoughtful and thorough through every step of the process and I have full trust ... more

A wonderful financial advicer. I will not hesitate to introduce him to friends and family. A very caring person. My family trusted him very much.

Only has one drive thru ATM, and no walk-up or lobby one. Kind of annoying when one is broken or someones taking forever.

This branch, and Banker Anne and her Manager Albert, saved the day for me. They went above and beyond as my representative bankers to make sure I was taken care of in a t ... more

Wonderful meeting! I felt listened to so kindly and was given clear and comprehensive information.

Could not recommend Kevin and Peter more! They were both reassuring, knowledgable, and patient. I'm more confident in my financial future because of them. If you're hesit ... more

Catherine and her team have been absolutely AmAzInG! We relocated from Chicago to Boulder, CO, in August 2022, and she has been extraordinary throughout the process from ... more

Staff is friendly and knowledgeable. You get help and answers quickly.

Very personal touch. I trust them with their advice.

I have worked with Jeanine for 10+ years and she and her team are amazing. I highly recommend her!

Peter and the BlueBird Advisory team have done a fantastic job in helping me set up a financial plan for the future. With their help, I was able to get a great sense of t ... more

Bob and James exhibit a fantastic level of professionalism and competence...

Greenline recently helped my wife and I with a small remodel in our living/family room revolving around a fireplace install. This was our first experience using a contrac ... more

Lee Trexler was "handling" a few of our 529s. They were mishandled. He was a terrible communicator and very rude to deal with. Even after we closed out our accounts hi ... more

Temporarily closed. Update: Thanks for the reply, please adjust the hours on google maps so others do not go here while its closed. It says its open.

I'm a casual investor so I don't use this platform every day. But when I do, I am always bothered by how confusing the interface design is. On my account overview screen ... more

Doesn't even have wifi. Also, where's the gondola?

I received two credit card charges of $13.00 each from a company identified as MAGNIFI BOULDER CO. Both were dated for 6/18/23. I don't know what these charges were for ... more