Greenwood Village, CO Financial Planner

Sean and his team have been there for me through many life transitions and even tragedies. I don't know what I would have done without them. They don't just treat me as a ... more

Brian was very helpful! He listened, made suggestions & explained his thoughts. He is willing to have me call him if I have questions. He is a good representative for ... more

I have been with summit wealth for a few years. I love the personal service and attention to my own investments. They treat me like family and every single employee is ... more

Call - voicemail. Call - voicemail. Call - voicemail. Call - voicemail. Thankfully I'm not a customer, just starting to shop for a new policy.

Was wholly dissatisfied with mortgage origination process. The mortgage banker got the math wrong on a spreadsheet for calculating different down payment/rate scenarios; ... more

The folks at Dodds are truly a wealth of knowledge & experience. They provide an exceptional level of service that you really don't see at some of the big box investment ... more

George and team have been my financial advisor and overseen retirement account for 20+ years. They are part of my personal team and they truly care about you and growing ... more

Recommended by a friend -very useful!

Very professional and thorough with his interview. Flexible with interview times and helpful with information.

I paid $7500 for them to represent me, negotiate with the IRS, remove lien, wage garnishment, reduce penalties and set up a payment program - all things they promised. Th ... more

You could fool me when he said he’s was a devout Lutheran, and a financial advisor? this man only interests is how much money he can get from you not how me can help ... more

They took advantage of my father when he had Stage 4 cancer. What they told him and my mother was not the case when I was looking into the policy. High pressure sales tac ... more

They took advantage of my father when he had Stage 4 cancer. What they told him and my mother was not the case when I was looking into the policy. High pressure sales tac ... more

They took advantage of my father when he had Stage 4 cancer. What they told him and my mother was not the case when I was looking into the policy. High pressure sales tac ... more

They took advantage of my father when he had Stage 4 cancer. What they told him and my mother was not the case when I was looking into the policy. High pressure sales tac ... more

Ryan Gunther is pleasant to visit with. He understands markets and risks. Would recommend to anyone.

Personal service from knowledgeable people. Genuinely cared what was in my best interest. Can't recommend enough.

Extremely knowledgeable and professional great people to deal with!