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!!!

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.

i love Tanya. i feel like she educates me well and walks me through the steps i need to take retire…read moreearly!!!

What a nightmare and waste of time. If disingenuous, unreliable service is your cup of tea, Tanya…read moreis the full pot.

Paid him (William (Bill) Houston) ahead of time for my 2015 return (I have record of payment) but…read morehe refused to give me the return unless I paid him again. When I forwarded him his email showing that I did pay he told me I'm trying to get it for free and raised the price an additional $60 for no reason then suggested I just go pay H&R block $200 for it instead. I showed up to his office and paid him cash, essentially in ransom, for my return. This guy failed to mail me the return that I paid for and then charged me again for it. He also told me I'd be getting $1200 more than I actually received on my return (because he made a copy paste error). This guy is a criminal, I told him I want to spit in his face after I paid him a second time for my return. I would have fought it but I've been through so much stress this year that I just wanted to get out of his office. He didn't even give me my change.

PEOPLE: Take note because my review today should let you know all you need to know about this…read morebusiness and specifically, owner BILL HOUSTON... Very simply and in the same real process that anyone would take... I searched for tax preparer firms in Aurora and ran across this company. I stated my situation clearly and honestly and requested this business to assist me with my 2015, 2016 and 2017 taxes. * Without calling me to speak with me about my tax situation and without any other qualifying email, text or anything, I get the following obnoxiously judgmental response from the owner himself. Here is exactly what owner, BILL HOUSTON said in his email back to me: ----------------------------------------------------------------------------------------------- "From: Bill Houston [mailto:bill@afsnodebt.com] Sent: Monday, April 16, 2018 10:41 AM Subject: RE: NOTIFICATION - Customer has filled out the Quote Form How much you wanna bet that this guy had no renters in 2017 and is trying to deduct repairs to his home prior to selling. Might be a bit cynical but... Oh, and the moving expenses with no wage income." ----------------------------------------------------------------------------------------------- How's that for reaching out to a supposedly professional business just to have them serve as Judge and Jury on your private financial tax situation when they have not bothered to confirm even one fact from your request? I call B.S. on this business and on BILL HOUSTON as being nothing more than a jaded and judgmental fool. AVOID HIM AND HIS BUSINESS AT ALL COSTS because after all, you'd be sharing your most intimate financial record details with him and look how he responds BEFORE he even talks with you... irrefutably foolish on his part! There is no apologizing for such a response because customers reaching out to a business like this should never have to babysit the owner for acting in such an obnoxious and careless manner in the first place, right?... RIGHT! Done... next! P.S. - Funny thing to note... what kind of moron speaks in this tone and who does he think he's talking to, himself? He doesn't even address me, the person who emailed him in the first place. He's talking to "the air" or something... IDIOT!

Once again Allie, Kellie and Chandler have come through. They are professional, courteous, very…read moreand quickly responsible and knowledgeable. Chandler helped me get my billing errors resolved in a very short time . Kellie and Allie found me affordable and great coverage for my auto and home. I highly recommend them!

Allison (Allie) is amazing! She's super responsive and helped me navigate a new home policy with a…read morequick turnaround to meet the closing deadline, switched our existing home insurance to a landlord policy, and re-wrote two auto policies for a more competitive rate - all at once! I don't even consider shopping for other rates because of how easy and seamless she makes everything :)