This company will give you trustworthy and reliable service. Have known them for many…read moreyears--highly recommend. Dana Naas - Golden Printing & Promotional Products Lakewood, CO 80215

Hi, I have known Matt at Golden Wealth Solutions for a long…read moretime. He is a financial adviser that will give you honest and smart advice on investing, managing money and other ideas to make you make smarter and better investments. A very nice, quiet, low key guy who is not pushy. You will like him. You will like his advice. randy

Jim and his Team know the market. I really Have great words for them…read more Correct Numbers, the right closing cost estimate and amazing Investment properties

Stopped by the Charles Schwab branch off Platte on a weekday morning to deposit funds into my…read morerecently opened account. Easy paid street parking right out front and a lot across the street. Was greeted immediately by a friendly representative who handled the deposit in just a few minutes. They did have a sign stating they do not accept cash. Would definitely visit this location again if I need any in-person banking.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Ashley P at the Cherry Creek branch is beyond unhelpful. She is rude, impatient, abrupt, and…read moremonosyllabic. This woman should not be the face of a publicly traded organization. If it's important for this once client focused company to maintain her employment, they should consider transferring her a back office where she has no opportunity to display her unacceptable behavior.

First-time homebuyer here. Working with Jen was a genuinely good experience. She struck the perfect…read morebalance between being helpful and giving us space to make our own decisions. At no point did we feel pushed or rushed--she provided clear information, answered our questions, and trusted us to take the time we needed to decide what was right for us. She was also accommodating with showings, often making herself available at awkward or last-minute times so we could see homes when opportunities came up. In a competitive market, that flexibility made a big difference. She guided us through the entire buying process keeping everything organized and moving forward while making sure we understood what was happening at each step. Overall, she was professional, knowledgeable, responsive, and easy to work with. We felt supported the entire time and would recommend her to anyone looking to buy a home.

David and his team did a wonderful job for my family after my aunt passed away and we had to clean,…read morerenovate and sell her condo. He and the team took the time to come over, give us an honest estimate of what the market was (selling around the holidays wasn't ideal) and we could expect. They even set us up with a staging company so that we could have great pictures to showcase the condo and it made a huge difference in the appearance and ultimately believe it assisted us with selling the condo. Would definitely recommend him again and if you know of anyone who needs a great team that will be your partner through the process, please call David!

For over ten years, Troy York, our financial advisor and Cindy Loftesness, the branch administrator…read morehave been our mainstay with investments. Not only us, family and friends have benefited from their calm, efficient and knowledgeable advice. More than that, we trust their professional knowledge and know how. It's money we're talking about, whether it's investments, 401K's, annuities, Troy know's his stuff and Cindy will move heave and earth to get what you need when you need it. Trust and reliability. Honesty and efficiency. Humor and kindness. If these two ran for office I'd fund their campaign.

After a job change, Brian helped me define my retirement goals and found a great IRA to move my…read more403b funds into. I didn't know what questions to ask or where to start- Brian took his time, helped me understand my options, and made me feel in control of my financial future for the first time ever. He even reached out to me after I received my first annual summary to ask if I had questions about my returns and discuss if changes were necessary! Very impressive service- would recommend him to anyone.

I've been working with Brian for 3 years and from the beginning he's been great. He's quick to…read moreanswer my questions with detailed explanations, and does so in a way I can easily understand. Because of his extensive knowledge, I trust Brian to help me make the best decisions for my retirement planning.