Fort Collins, CO Financial Planner

Great people. Great bank. They have been very helpful with the change over to First National Bank of Omaha. The Stagg has went above and beyond to help figure out issues ... more

Don't pay down your cards. They will just lower your credit limit, so you are maxed again. Super shady

Thank you, Craig Sanders, for helping me with Health Insurance. I really appreciate it

Beware!!! There is definitely a reason they are low rated. The customer service is absolutely not that. Went in today and got the rudest and most unprofessional teller An ... more

I have loved First National for years, but I am completely disappointed at their new hours and close times. Not even the driver thru is open past 530 Ent Credit Union ... more

Don't pay down your cards. They will just lower your credit limit, so you are maxed again. Super shady

Don't pay down your cards. They will just lower your credit limit, so you are maxed again. Super shady

Visiting see friends family people For College Training Bus van car Pick up Nicholas And Michael Gist With Dylan Anderson Jason Dulaney Nicholas karra kelly

We have banked at FNBO for 47 years. I called to get an appointment for a Medallion Guarantee Stamp. FNBO said I did not need an appointment and FNBO had 4-5 bankers that ... more

We have been clients for nearly 13 years and have never been steered wrong. Terri developed sound financial plans that allowed us to retire comfortably (and I early!), ro ... more

Helpful

Been to many, many advisors and seminars over the years, but not until coming across Myles O'Reilly, at NWM, did I find someone who can put it all together for you in his ... more

Hands down the most honest and well-versed financial planner in Colorado. The entire team here has extensive knowledge of comprehensive financial planning. I highly recom ... more

If my grandparents knew how they treated my family after passing they NEVER would of used FWT in the first place. They may seem friendly but they are not nor helpful. Plu ... more

I really enjoyed watching her webinar, they are informative and short. Her analysis review was very good, provides good options. Analysis provides information about your ... more

This man is working for himself and his bank not his clients. Closer to a thief than a fiduciary. He does put on a good show although its completely disingenuous. Not onl ... more

- They slapped their name on the sick joke that is the CSU stadium

Friendly

Avoid this place like the plague. At times there was no communication for over a week, and then when I contacted him he said we hadn't sent him information that we had a ... more

Super friendly and helpful with all our questions

Their team did zero due diligence. Told me I had to sell a position for our company 401k. I clearly did not have too once the transfer was done. We moved from Schwab to T ... more

Greg at Balanced Financial was extremely helpful with explaining his optimization report for my husband and I regarding Social Security and other ideas about income and g ... more

Top notch organization and customer service.

Mike Stradt and DeHaven Becker have supported their clients for many years and have always maintained that their clients come first. Expect professionalism, respect and ... more

I am a small business owner and had no idea all the legal and tax aspects of owning a business. Rickards & Co has been there for me 100% stepping me through what is neede ... more

I have the pleasure of working with Advisory Group of The Rockies over the years and I'm excited to share my great experience with their services. As someone who takes th ... more