I contacted them twice - once on their web site then left a message. No reply. This is one action…read morethat is a no brainer and they could not do it. I was contacted by Mr Baker and look forward to meeting with him.

In my opinion, you will not find a better firm to handle your taxes. The level of expertise would…read morebe hard to match. I was very impressed by their professionalism. We had gone to a standard tax preparer and had a huge tax bill, so we decided to consult with Russell Baker. What a difference! His knowledge and experience allowed us to save a substantial amount of money and in fact turned it into a return for us. He now has clients for life. If you have any difficult tax issue, look no further.

I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

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.

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.

Minha esposa (brasileira) e eu tivemos a infeliz experiência de conhecer essas pessoas pouco…read moreprofissionais, antiéticas, desonestas e vis há cerca de 6 meses. "Brazillionaires" e "Time Dos Ricos", que afirmam ser "agências", recrutaram minha esposa e contaram-lhe inúmeras mentiras sobre ser uma "consultora financeira" quando na verdade estavam ensinando-lhe estratégias de marketing e abordagens, com reuniões on-line recorrentes no zoom. Eles a encorajaram a comprar as apólices ela mesma e a vendê-las para amigos e familiares. Não consigo expressar tamanho estresse e indignação aqui isso o suficiente, se você for abordado por alguém da Five Rings Financial, corra! Bloqueie-os! Além de focar em americanos de classe média-baixa , eles têm como alvo nos imigrantes, especialmente brasileiros, que muitas vezes não entendem inglês, para que seja mais fácil vender suas apólices de seguro de vida de má índole. Por favor, se eles lhe venderem alguma coisa, leia as letras miúdas! My wife (Brazilian) and I had the unfortunate experience of knowing these unprofessional, unethical, dishonest and vile people about 6 months ago. "Brazillionaires" and "Time Dos Ricos", that they claim are "agencies" recruited my wife and told her numerous lies about being a "financial consultant" when they were actually teaching her marketing and approaching strategies, with recurring online meetings on zoom. They encouraged her to buy the policies herself and to sell to her friends and family. I cannot stress this enough, if you are approached by anyone from five rings financial, run! Block them! In addition to targeting middle Americans they target immigrants who often don't understand English so that they are easier to sell their bad life insurance policies to. Please if they do sell you something, read the fine print!

Péssima experiência! Me "contrataram" (nunca houve contrato sério de fato) e ofereceram…read more"treinamentos" (todos focados em marketing, nada com finanças), prometendo que eu me tornaria uma consultora financeira de sucesso nos EUA, mesmo sendo imigrante. Me orientaram a não estudar tão bem pra prova de Life Insurance Producer and Annuities teste, que era só marcar e começar a vender logo! Não os ouvi e decidi estudar de fato, entendi que eu estaria mentido para as pessoas logo de cara dizendo que seria "Financial Consultant". Passei na prova de primeira e comecei a participar dos treinamentos nível 2- basicamente mais marketing, nada de explicar finanças em si. Quando tive acesso à primeira apólice que fiz para mim mesma, acreditando que seria um produto bom (e não queria vender pra família e amigos, como me recomendaram direto!), percebi que era um monte de falsas promessas e um documento não legítimo! Não acredita? Faça como eu fiz e converse direto com o DFR - Departamento de Finanças e Regulamentações - do seu Estado! Não irão cumprir as promessas de aposentadoria maravilhosa que te vendem e tiram vantagem do fato de você não falar inglês, e/ou não entender de finanças e de seguros de vida! Frustrada, decidi cancelar a apólice como cliente e também me demitir como agente! Como resultado, a National Life não foi profissional comigo, me orientando a pedir uma carta escrita À MÃO pela agente que me recrutou e TAMBÉM pelo marido dela! Nunca vi uma empresa tão não profissional! Pois então eu mesma me resignei oficialmente. Acabou? Não! Líderes e top vendedores os Black Jackets do topo começaram a me ligar, mandar áudios de WhatsApp, tentando me convencer de que eu tinha entendido tudo errado, estava "jogando fora uma grande oportunidade", e também me dizendo que se eu saísse, que fosse "de boca fechada". Fora as colegas de "trabalho" que vieram atrás de mim me PEDINDO pra não falar nada com os recrutas delas (que eu nem sequer conhecia??)! Foi um filme de terror, e eu espero que ninguém passe por isso! Não caminhe, corra!

I graduated school, worked as a consultant, and switched over my retirement plan in one year (like…read morean adult!) so I knew TurboTax wasn't going to cut it. Having worked with John on a variety of trying projects in the past (and been really impressed by his professionalism and experience), I knew he'd be the best choice to navigate what I thought was complicated. He made the process seamless and easy, and only gave me a tiny bit of harassment about signing off less than 24 hours before tax day: "What day is today?" "Norma. It's APRIL... FOURTEENTH." *nervous laughter* Thanks, John!

John is a genuine professional that provides you with well informed information for success. Easy…read moreto work with and hope I will have the pleasure to work with him in the near future!

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!!!

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

Greg Wambolt is honest and very good to work with. We also worked with Eleni Yeros who was always…read morereliable, honest, and very professional. We had a very good experience with their team. Thank You!!

From the owner: Greg Wambolt is the founder and owner of Wambolt & Associates, LLC. Greg and his team employ a…read moremulti-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. A Team Approach to Wealth Management When we partner together our clients truly win. By coordinating tax, legal and financial work, we can boost your ability to accumulate and preserve wealth. Our experienced team of advisors specialize in complex financial situations that require discipline and expertise in many fields. By having our financial planners, CPAs and attorneys working together to meet your goals, we aim to ensure our clients are making the best decisions for the short- and long-term. We operate as a fiduciary which means that every decision and recommendation is in our client's best interest. We focus on families, small business owners and individuals with complicated fiscal dynamics. With our model and specialists, we can do anything from simple to co

Having known Kristi with Sullivan Financial Planning for over 6 years now, I can happily recommend…read moreher for your financial service needs. Not only is Kristi honest and smart, she's up-to-date on today's ever-changing financial markets.

Kristi's presentation and evaluation of our situation was thorough and reassuring. Her ability to…read moreexplain market/retirement strategies in a straightforward, evidence-based and concise way was just what we needed and much appreciated. I would recommend her for anyone contemplating their best options for retirement and investment goals.