Great company, and great people. Such peace of mind having the team at Bonfire Financial on my side.read more

From the owner: Hi! We are Bonfire Financial. We are an independent, fee-only, registered investment advisor and…read moreCFP in Colorado Springs, CO.

Tim Keating is the best! He is thorough, makes sensible transactions, is laid back, and is an…read moreexcellent at helping you figure out your retirement plan. You can tell he is a super numbers guy because ask him anything and he starts calculating! I love the estimated charts used to project monies during retirement. I've called for advice at various times and he leans towards the conservative end. He isn't interested in taking advantage of transfer accounts from other investment firms or large sum investments. When I came to see Tim, my portfolio was not well balanced and I was not well advised. He didn't say that but we moved a few accounts around and helped to straighten that out. He explains everything and I trust him. Nancy, his admin, is very helpful as well. In the past, I've stayed away from Edward Jones or large investment firms but there are advantages to the tools, research, and support for the analysts. I'm making money here!

Frank is a great financial advisor! Advenire Wealth Management is one of the few fiduciaries that…read moreprovide a fiduciary oath in writing, making sure that they put your interest first.

From the owner: Stop Wondering And Start Building Your Life With Confidence. We Are A Pioneering Integrative Wealth…read moreSolutions Provider Striving To Deliver A Fiduciary Standard Of Care In All We Do While Reinventing The Financial Services Experience. Whether Its Our Incentivized Accountability Checklists, Proprietary Virtual Reality-Assisted Wealth Planning, Open-Architecture Customized Wealth Management Or Our Partnerships That Provide Exposure To An Array Of Real Estate And Emerging Technologies, Get To Know Us, And I Think Youll Agree That We Are Delivering Wealth, Elevated.

Our family has two IRA accounts with Nova Financial. Nova takes personal care in your specific…read morerequirements and desires in assisting you to plan for your future. Our account manager, Michelle Morin, made sure she understood not only what we expected from our investments, but also made sure we got to know her as someone we could trust. She explained every detail of our individual plan and made sure we were comfortable with it before moving ahead. Trust is critical when working with someone or a company you are depending on to do the very best for your family's financial security. We trust Nova Financial.

From the owner: Our NOVA Financial team has an investment philosophy rooted-in the pursuit of a better investment…read moreexperience for you. We use key principles grounded in academic research to maximize your odds of success. This strategy: Over time, allows you the ability to grow your savings, create regular income or preserve assets. Is tied to your individual "risk score" so you have confidence in down markets to maintain investing discipline. Is administered under the fiduciary, fee-based or fee-for-service billing model.

I agreed to using Mr. Elliott based on my attorney's suggestion, even though my gut was telling me…read moreotherwise. I should have listened to my gut. Mr. Elliott became the executor of my late mother's estate. Needless to say, he was chosen because of contention amongst the family members. First off, he rarely responded to emails or phone calls. That raised a red flag with me right there. And a Facebook page instead of a website?? Yeah... bad vibes for me. When we got to the point of distribution of items, that's where things really went downhill There were several items that I had wanted, but one of my siblings wanted, as well. He then said the only fair solution was to bid on them. I had agreed. Well, he let my sibling take them anyway based on an old photo that showed her with them. A photo?! Are you serious?? I was never even contacted about it. I guess a verbal agreement means nothing to him. Very disgusted and disappointed with the hinkey performance. I suggest you spare yourself from a bad experience and look elsewhere.

I've heard numerous pitches from other investment advisers and they all sounded the same. Elliott…read moreand David have taken the time to develop a thoughtful approach to investing that convinced my wife and I to sign up. I especially appreciate that their website offers a scorecard so I can track the growth of my all my investments in one place. I've never had an adviser open themselves up to accountability for their investment recommendations. Chris

From the owner: The vast majority of investors are underserved with products and approaches that line the pockets…read moreof large financial institutions rather than adding true value to those who need it most. As a result, many are left confused and uncertain as to what their goals and objectives should be, let alone how to systematically achieve them over time. Season Investments offers something completely different for those who want to move beyond the shortcomings of the typical model. We've created an investment firm that prioritizes truly independent advice, transparent communication and the delivery of bottom-line net results. We've worked hard to eliminate much of the unnecessary fluff that is so prevalent in our industry, and we are hyper-focused on what truly adds value for our clients. In short, we exist to make our clients more successful.

This financial group is for all incomes and investment strategies. They give you an educated and…read morehonest look at your individual financial position, offering guidance to help you achieve your individual goals. As all financial establishments they are honest with their fees, informing you that they might not be right for your situation at that time, but they will still give you guidance on how to save, invest and expand your personal portfolio to achieve your personal goals during your lifetime. My personal portfolio has grown exponentially with their strategies. I always get great feedback from the Colorado Springs office. Carl the owner and his staff are always available and are quick to take care of your needs or question as they arise.

Glitzy parties, HORRIBLE results!…read more During my time invested through Carlson Financial, the S&P 500 went up 43%, while my account went up ZERO! When it dropped BELOW my initial investment, I finally left. I opened my account with Carlson at the very lowest day of the markets in 2020 - right at the start of the pandemic. Markets skyrocketed, of course. Unfortunately, my account didn't. In 2023, I switched my account to another advisor because I had exactly the same amount I started with. The lost opportunity due to trusting these goons may have cost us the chance to retire! Horrible experience. Don't fall for the fancy parties and overconfidence. Really really bad.