Fort Collins, CO Financial Planner

Keith was absolutely amazing when buying my house and going through the refinancing process. I will chose him everytime I need home loan services. Great company, great pe ... more

Helpful

The folks at Merrill Lynch are top notch. The office is small, but the advisors know there stuff. Been working with Ben Loeffler and his team for many years. They've help ... 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

Thanks again!!!! Honest, trustworthy, and knowledgeable

Ben and his team are incredible and I would highly recommend him for wealth management. They have been on top of every detail and have tailored our investments and strate ... 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

Cory has always been available and explains everything clearly . I wouldnt trust most people with my investments but I totally trust Cory

Incredibly knowledgeable & helpful staff. I fully recommend them for your financial planning, investing, and trust needs.

Very thorough overview of financial plan. Have been working with them for years.

Kim was very helpful and knowledgeable throughout the divorce process, and made filing the trickier paperwork easy.

Full service accounting firm. Tax preparation and planning, business services including consulting on entity type, payroll and employment tax filings, bookkeeping, IRS r ... more

Dan mazur with country financial took a look at several insurance policies for me and even gave some recommendations to protect my family if something were to happen. He ... more

Great work done for us as well as great people. It's been a joy to work with Taylor's Finance over the years.

Where is the entrance to this place

Steve is great to work with. I will defiantly be sending my friends and family his way.

Quick easy

Saved my future after a bad situation with another planner. Works hard too put his clients first.

For more than a decade, Jason and his team have consistently served our financial needs with prompt, professional, and personal attention. Very highly recommended!

Arlen is very knowledgeable, helpful, trustworthy, and ready to back up and explain things in simple language if I had questions or didn't understand something. He's fee ... more

Great insights and help towards building a realistic portfolio! Nice person to work with.

Patti has been beyond helpful in helping me deal with my mother's estate. Prior to that, she was amazing in working with my mom and all of her accounts. I highly recommen ... more

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

The same great service, attention and expertise I've been receiving for well over a decade.

Would give a zero star if possible. This is the worst financial company I have ever worked with. Called Ryan Cosner, my advisor and the owner, at least 8 times in the ... more

Steve at Ameriplan Financial was so much help in 2014 when we were looking for a property to buy. The process was so smooth. Steve was a blessing to us and was also who w ... more

Kim has been a great resource for my husband and I. She has been patient while we gathered our documents and fair while assessing our needs. She is also excellent with fi ... more

Fran Gillis is one of the most rude people I have ever met. He is so self centered and thinks he just such a big guy that nobody can touch him. Plan your retirement prett ... more

My experience with Focus Financial Strategies was not good. I am not religious so I did not like Bill interjecting religion into our business meetings. It took a couple o ... more

They make you feel guilty and pry on your emotions. Ryan Yoder is the worst! He throws his CSU basketball at you. Stay away from this company!