Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Outstanding advisors! They listen, care, and go above and beyond to help guide our decisions to be…read morefinancially secure... plus some! We are grateful for everything they've done to navigate some complex financial issues. I can honestly say that I have never felt as confident in our finances as I do today as a result of their dedication to our success! Highly recommend!

My husband and I worked with 2 other financial advisors before we finally found Downshift. My…read moreexperience with Downshift is 360 degrees different from our old advisors. Eddie and Travis are extremely reachable and responsive whenever we have questions. They are extremely attentive to our needs and excellent in following up on any questions or action items from our conversations. Their use of tools also makes it very easy to exchange messages, save historical conversations, and schedule zoom meetings whenever I want to talk to them live. I also love their financial planning tool called Right Capital. I used several other tools in the past but this is the best one by far in terms of the granularity of the parameters that can be set up to calculate realistic retirement scenarios. One other big differentiator is they are a fixed fee advisor who can provide advise for the entirety of our asset. Our old advisors charged a percentage fee over the non-retirement investment accounts they managed, so their primary interest was to increase the balance in those accounts only, with little regards to our overall retirement goals or any tax consequences from their investment choice. Downshift always provides investment advice taking into account all factors, including short and long term tax implications before and after retirement. It's also an added bonus that you get both Eddie and Travis with different experience and skill sets (Eddie with extensive wealth management experience and Travis with real estate experience and also being an IRS tax Enrolled Agent). When I was interviewing different fixed fee advisors, most of them were one man shop and their availability was limited. In summary we are extremely happy to have found Downshift. We now have a very detailed and clear picture of our current and future income/asset projections and a realistic path towards our retirement goal. They gave us such a peace of mind!

Kevin has been an amazing financial advisor for my husband and I. He has provided excellent…read moreguidance and has helped us properly plan to reach our financial goals. Can't thank him enough for all of his hard work and dedication!

Where to begin? Frustrated from a past of speaking with other financial planners -- all of which…read moremade me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at InSight to take a look at my small business past, as well as my path forward. In sixty minutes, Peter not only gave me a better outlook on my business, but uncovered massive deductions I hadn't been covering and claiming -- way more than I ever knew were possible. Additionally, he informed me about applying for a PPP loan, which has uncovered a world of difference for my business financially. Even after speaking with multiple other planners, I was certain I was taking every deduction I possibly could each and every year. I walked in thinking I would prove to myself again that I was doing all that I could already. Come to find out, Peter helped me realize I was claiming only about 40% of what I ultimately could be. He also helped my partner and I uncover some additional ways we could collectively save money in our lives as well. If you are willing to spend an hour of your time understanding how you can save tens, if not hundreds of thousands of dollars of dollars per year in your life and business, do yourself the favor and schedule a meeting!

My experience with this team has been nothing short of devastating. I felt misled, unsupported, and…read moredeeply let down throughout the entire process. The lack of transparency and care severely impacted my financial stability and overall wellbeing. As someone who is disabled and relies heavily on the proper handling of my trust funds, I expected professionalism and integrity--but instead, I experienced the opposite. My accounts suffered significant harm, and the impact on my life has been profound. I strongly urge others to be extremely cautious before trusting this team with anything important and I was a client when Jim C was a client in 2013 as well.

Dan Schultz, Stan Benson and Tom Hustead comprise a team of three of the most savy and seasoned…read morefinancial planners with whom I have ever had the pleasure to work. Between them they have about 150 years experience and have helped me to understand my circumstances and feel comfortable that I will be able to enjoy the lifestyle that I have chosed without the fear of running out of money before I run out of years.

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

I don't know what is up with YELP, but I have tried twice now to post a review for Mr. Day, to no…read moreavail. That YELP refuses to post my positive reviews, and continues to post only the singular review of an obviously embittered investor, is exceedingly unfair. It is certainly NOT fairly representative of what a person might reasonably expect from working with Dan Day. I have worked with Dan for more than 20 years. In the course of working together, in both the personal and professional context, I have obtained vast personal experience with Dan Day, his team, his ethics and procedures. Based upon my personal experience, I can attest to the fact that Mr. Day is the consummate professional. Not only has Dan helped me, with my personal finances, he has likewise helped several hundred people with whom I am personally and professionally acquainted. Mr. Day is exceedingly knowledgeable regarding financial investment strategies and options. He is thoughtful and considerate of his clients, and their respective needs and limitations. Dan Day does not offer "sham" investments and to accuse him of such is a clear display of the reviewer's lack of investment acumen. I know that, before putting any client into any investment, Dan Day and his team bend over backwards to ensure that the client is provided ample opportunity to fully understand what he/she is getting into if the proposed investment is pursued, and is given full access to all information regarding the potential investment and any assumptions upon which are based the anticipated results of such investment. No, Dan Day is not magic, and he cannot guarantee the results of any investment. In my personal experience, however, Dan has never strayed from the path of honesty and integrity in any of his client dealings.

In 1995 Daniel Day put me in a Variable life insurance plan. These vehicles are sham, with massive…read moreheavily disguised fees. While Dan has most likely moved on to new high cost overly complicated financial vehicles to siphon off your wealth, please treat all his recommendations with caution. Generally he preys on your men on promising start up and technology firms. Please do not trust him with your money. Feel free to email me at cd_wine@yahoo.com if you want more details.

Straight forward, honest talk to help you make clean financial decisions.read more

From the owner: We want you to thrive. Which is why our financial philosophy is based on time-tested biblical…read moreprinciples of financial stewardship. Does that mean you have to be a Christian to be our client? Absolutely not! But we know values are important, so we want you to know ours.

Ryan is different from all other financial planners I have met, he actually listens. He then gives…read moreyou outstanding advice based on what you want and what he thinks might best get you there. My portfolio has grown under his knowledge and oversight. Cannot recommend him enough.

Mercer advisors CEO and the team are very unethical and when asked about the unethical behaviors …read more They threaten to terminate any relationship. I sent the CEO and the team at Mercer advisors a concern about fees that benefit other organizations and not the investor. They were very abusive in their conversations and tried to show the benefit about paying higher fees and gain access to them. I filed a FINRA complaint in an attempt to hold them accountable for actions they did without our authorization Please there are many ethical companies out there , don't believe what they will do for you . They are looking to add fees on top off their management fees in hopes you won't challenged this, if you do they will become very angry and abusive.

I have been associated with Chuck since I started in practice, way back in the early 90's, when he…read morewas still wet behind the ears. I am pleased to say that I have achieved economic freedom at age 59, and am starting a new life in retirement. He and Krysia do a great job.

Outstanding service! We have an advisor here who is always happy to make an appointment and meet…read morewith us. He is patient, knowledgeable, and free. He listens to what we want, reaches out to other Schwab professionals to give us their input, and gives practical advice about protecting our assets and our identities. We are lucky to have him on our team and are glad he is right here in Boulder.

Unprofessional. A ​poor experience at this branch. They have no concern for Seniors or any of their…read moreClients . Put your money in a professional agency but dont do Business with Charles Schwab Boulder!! Young twerp greets you from across the room and asks what you need. Really not in the mood to explain my financial needs for everyone to hear. Was planning to rollover $100k from an IRA, maybe not large enough for Boulder.