Fort Collins, CO Investment Service

Professional with a personal touch. Listens to your stated goals and makes timely recommendations.

Nathan and his team are great. They think outside the box and came up with creative investment opportunities for my wife and I. I would recommend them.

Reed is great to work with and always steers me in the right direction !

Jack Dunnigan is an excellent financial advisor who always puts the needs of his clients first and foremost. I would absolutely recommend him to anyone looking for a trus ... more

Fidelitys policy is to not give me financial advice in person unless I have $50,000 to invest with. What an elitist company. Ill be taking my money elsewhere on principle ... more

I love that they care about their clients and give them a free pie every Thanksgiving! It's the little things that show how important you are!

Dave is amazing! We recommend him to all our friends and family.

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

Rose was a pleasure to work with when we came in for an appointment last week. Professional, personal, knowledgeable, considerate...the experience we had was just great. ... more

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

Just got cash, most the bills were taped even missing corners on them, disappointed as its a banks job to mutilate bills and take them out of circulation

I may not like the national company, but this branch has some of the kindest people working there

Mike has been a reliable and trusted advisor for us over the years, helping us make smart financial decisions. Highly recommend.

Exceedingly professional, knowledgable and honest! Pleasure to do business with! HIGHLY RECOMMEND!! I have had several transactions with James over the years and everyth ... more

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

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

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

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

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I've been a client of Ned for a couple of years now. So far I've had a great experience. I have a very basic understanding of investing/finance, and Ned always does a gre ... more

I absolutely love the Lifestyle Asset Group concept. I have been able to invest in a luxury home where my entire family can vacation. I would not have been able to do thi ... more

Where is the entrance to this place

Michael and Jake have been helping my husband and I with our plan. They arent pushy about trying to sell us right away and were great about explaining to us our options. ... 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

Employees were helpful with assisting me today. I had to come into the bank to make a payment on my credit card and the process was simple and easy. Wells Fargo has made ... more

If I could give 0 stars I would. The experiences that I have had with Zoe as a landlord have been horrendous. Not only will she not respond to you after weeks of reaching ... more

Really genius business for your bank to require you to use another bank to deposit cash into your bank. Great work everybody.