Englewood, CO Financial Planner

Dennis is professional and singularly concerned with each individual he works with. He has near 30 years experience in finance/taxes. Most importantly, I can trust that h ... more

Thank you to the gentleman who had to deal with all my change

Mark Nelson combines real understanding of financial products with genuine interest in finding just what his client needs -- and why that product might be better than wha ... more

I'm sure that they might have some time for people with enough assets. Just be aware that if you've got less than 50k, they may hold your money but you'd do better with a ... more

Highly recommended! Working with Durable Wealth Management has been an excellent experience. Their approach to wealth management has been steady, reasoned and reliable. S ... more

Closed with no warning, when they're the only branch within an hour of Denver. Useless.

Great guidance And Follow up

I can't say enough great things about John and Angela! John has helped me navigate my way through the harrowing world of tax returns and continues to this day to provide ... more

Great and Honest advice, really helped put my financial worries at ease. There is a future!

We have been clients of Edgerock Financial for over 4 years. We meet with Kyle at least once a year to evaluate our investment portfolio. If we have any questions, Ky ... more

Nice please

It is a pleasure working with LM Funding. They currently handle our delinquent accounts for our association, and they have cleared several accounts and the Board of Direc ... more

Great company backed by great people! Kevin and Judy provide an excellent customer experience and really know the finance business well!

I had never invested money before as I was always scared to do so. After learning about my options and understand the process I couldnt be happier about my future and the ... more

Friendly and represents me well. Very educated and great follow up.

These are nice people in a pleasant office. However, the cost per trade and the overall fees are high. I recently left them and have been surprised how much I am saving ... more

Blue Heron is Awesome. The advisors are so helpful, they understand our lifestyle and finances and have made a positive impact on our retirement planning. They are trustw ... more

Awesome!

Card reader didn't work to let me it, neither physical card nor digital card.

Looking at quarterly statement , 90% of what I sold has gone up, while what I bought, has gone down by same.

I first met Dave in the fall of 2016 and couldn't be happier to have done so. He took the time to meet with me regarding my investment portfolio, detailing his analysis, ... more

Reliable standardized data.

My broker is retiring and had begun the transfer of my IRAs to another brokerage WITHOUT NOTIFYING ME! I started out with his son but he left the firm to work for a bank ... more

THIS IS A SCAM!!! BEWARE OF THIS FAKE BUSINESS!

Horrible service. We had roofing work done and this company working in conjunction with Losh Contracting have been the worst to deal with. They do not return phone calls, ... more

Beware! Do not conduct any business with Bruce Troutman without a written agreement in advance.