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    Cardinal Financial

    3.1 (7 reviews)
    Closed 10:00 am - 5:00 pm

    Services - Cardinal Financial

    Investment management

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    Wealth Engineers - Jonathan Duong, CFA, CFP®

    Wealth Engineers

    (5 reviews)

    CBD, Northwest

    Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

    I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

    Jeff Plous - Hatch Realty

    Jeff Plous - Hatch Realty

    (81 reviews)

    Capitol Hill, Southwest

    We couldn't be happier with our experience working with Jeff and his team. From our first meeting,…read morehe provided invaluable guidance on which upgrades would maximize our home's value, and their recommendations proved to be spot-on. Their deep knowledge of real estate nuances and the Denver market was evident throughout the entire process. They understood exactly what buyers in our area were looking for and how to position our home competitively. This expertise gave us confidence they were a great partner for selling out home. Jeff and his team were extremely communicative and responsive throughout the process - always available to answer questions and kept us informed every step of the way. Their professionalism and expertise made the process very smooth If you're looking for a realtor who truly goes above and beyond, I highly recommend Jeff and the team at Hatch. They're knowledgeable, attentive, and genuinely invested in getting the best results for their clients.

    Jeff and his team are phenomenal. I originally found him through Reddit recommendations for…read moreDenver-area realtors, and after reaching out, he scheduled a call with me the very next day. I shared what I was looking for, and he quickly lined up several homes in my price range. He also showed me one slightly above my initial budget -- and it ended up being the perfect fit. After running the numbers, I decided to move forward. Jeff happened to represent both the buyer and seller, and even in that dual‑agency situation, he remained completely fair and transparent. I genuinely felt he worked to make the deal a win for both sides. About five months after closing, I ran into Jeff at a park. When I mentioned a few small issues I'd run into, he immediately stepped up to help resolve them -- long after his job was technically done. That level of follow‑through is rare. Jeff is the kind of realtor who helps you find your dream home and continues to support you well after the sale. I can't recommend him and his team highly enough. Truly 11/10.

    Cardinal Financial - investing - Updated May 2026

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