Denver, CO Financial Planner

CLA "manages" our HOA at Century Communities - The Heights and they are pretty much useless. Takes them days/weeks to respond to anything. Nobody is that busy.. This plac ... more

Foothills Insurance is a very reliable insurance brokerage. I have working with this company for over 10 years. They have surly proven to be trustworthy, reliable, team ... more

Kyle was very helpful in giving me advice and guidance on my financial planning decisions. The bonus is that he is also an all-around affable and easy-to-work-with guy. I ... more

Northstar Investment Advisors has provided invaluable financial care for me and my family - care that has included personal support as well as successful financial advic ... more

I've worked with Garrett Townsend at First Western Trust on more than one occasion and I have yet to find a better, more finely tuned operation that will guarantee you wi ... more

It has been a pleasure dealing with Chris and his staff at Elevated Wealth Strategies. They place the client's financial interests first. Their guidance is objective, str ... more

Stephen is always professional and friendly.

Stephen is always professional and friendly.

Awesome. She is always interested it what's good you and your investments.

Thank you, Chad, for the amazing job you have done for the past 10 years in giving sound advice and in managing our portfolio with impeccable attention to detail!

We have been Thrivent members for about 20 years, 5 years with Greg. The service is personal, suitable to the goals of senior citizens. I recommend him highly.

Vanessa was very quick and sweet and very helpful

Eny was so amazing and patient when working to help me buy my first house. Thank you so much everyone!

1: he's happy to advise those of us with "limited" (unspectacular) amounts of money. 2: he knows important stuff you didn't even know you needed to know about.3: he sac ... more

read the news, they want to step down -KuDOS

Ryan was able to answer some questions I had about some retirement funding. He was super nice gave me his advice on the things I needed even though he knew there was low ... more

I can't say enough about Callahan Planning! Simply put...excellent! They are a small and growing office of extremely intelligent, client focused fiduciary advisors that h ... more

Nicole Schafer treated us to a spectacular educational session, providing valuable insight into Financing 101 that we will be able to share with our clients! We anticipat ... more

Have met with Ted on a number of occasions. Thoughtful, ethical, intelligent. Just the things you want in a money manager!

They are holding up the processing on my annual annuity payments -- had to be corrected. The online system is screwed up and they "confirmed" it weeks later. Still had ... more

I've been an employee for 4 years now and a manager for 3 years. It's been the best decision of my life. I've never been with a company that takes such great care of th ... more

Very, very helpful!!! Extremely knowledgeable folks that can help with a lot. Highly recommend speaking with them.

We have been with Transitions for almost 20 years and have really appreciated - and benefited - from their guidance. Whether it was the financial crisis of 2008/09 or the ... more

Carshon definitely puts you at ease. It can be difficult to talk to people about your finances, but Carshon is not judgmental and is always ready to help. She is expert a ... more

lies and fraud are a good way to put it as others say. they should be federally prosecuted. failure to provide any documents of interest and actual charges. If you hav ... more

I'm not paying 30$ parking for this bank. Unbelievable that they don't have more location. One disappointed bbva customer

Jackie's been great for us. Very efficient and reliable. She understands our company needs and communicates well.

The Dunston team is a premier financial advising team. I have always felt comfortable having my financial future in the hands of the most competent, friendly, and compass ... more

I met Jared when he worked for Fidelity he was assigned to my late husband and myself then sadly Jared moved on. A couple years later I get a phone call. To my surprise I ... more

Thomas is excellent to work with. He is very passionate about his clients financial well being and success as well as attentive to their needs.

For several years now, Chris Blair along with his team at Maestro Associates have brought an extra level of peace of mind to our overall estate planning in a unique way. ... more

Sometimes hard to reach Steve but Alexis and Molly great!! Love meeting updates and financial advise.

Luke and his team at NW Mutual are the best in the business! If you currently do not have a financial advisor or are looking to make a change, then Luke Sturges is your g ... more

Financial advisor who is knowlegable, easy to work with, and trustwothy.

CSI Factoring is a friendly, helpful and loyal company. It works with a variety of clients and can approve your application in fewer than 48 hours. The company offers o ... more