Dave is awesome! First time homebuyers or anyone looking for a home should contact Dave…read more He is super responsive, helpful and his whole team is FAST! They really know how important it is to make sure things are precise, accurate and quick in processes like this. I was so nerve ridden and just so anxious I wanted to throw up during the whole process honestly but this team was just on their A game the entire time so I never ran into any issues I was worrying about! Dave and his team were available by zoom, phone call, text or email anytime I needed him and as anxious as I was during this entire process - that meant everything to me! Not only did we get our first ever offer accepted on our dream home, but I got our move in date ramped up by an entire week because of this rock star team! That was amazing, great work to Dave & his team. I can't keep recommending them to our friends, coworkers, etc since it was such a great first experience. He even keeps in touch by sending us recommendations for places to visit or take our family when they come into town.

I thought Dave Cook was a good mortgage broker until I happened to work with another company on a…read moretransaction with my family. Now I know that Dave is quite likely the best mortgage broker in the universe. Behold, greatness.

We started using MountainStorm as our insurance broker in mid 2022 for car and home insurance. At…read morefirst they were great, very attentive and we felt they were working hard to get us the best deal possible. But two years later that all changed. Our rates started to soar and we began to have a hard time getting ahold of someone or even getting a promised return call. We finally decided to stop doing business with them this year after we kept calling for over a month trying to get someone to shop around our policy due to huge increases in our premiums (we've never had an accident or filed a claim on our home). When they finally did get back to us the conversation felt very steered towards insurance companies that would benefit them and definitely not us (ie best commission for them) We went with another company that saved us over 3k on our policies and will be proactive in making sure we have the best rate and coverage each year without us having to call in and ask for it. I would avoid doing business with them because they are no longer for their clients and it shows.

I was referred to them by my realtor and find their lack of professionalism astonishing. I reached…read moreout to them July 2nd and it took 9 days (July 11th) to even respond to me about revisiting a quote for insurance. After the response, it then took them another 7 days (July 18th) to reply to me. Keep in mind that this is coming off of the original engagement in which I contacted mountain storm and didn't receive any follow up or quotes for over 3 weeks due to an employee termination. On top of all of this my realtor sends me an email where the owner Jeff finds it appropriate to personally attack a client prospect, ME: "He is so price sensitive because he wants the best coverage in the world for nothing. I've done all I can do for him. I fill in the gaps in his coverage and I tell him to go back to his agent to do this. He just keeps complaining about the price. My price is going to be higher because I'm not gonna sell a crapy policy." Let's be clear: 1) Your job is LITERALLY to find me like-or-better insurance coverage at a like-or-better price. My second request to you was an attempt to move business to you because my existing Allstate policy was going up $700. It has absolutely nothing to do with price sensitivity. 2) I have never ONCE complained about price, because in the entirety of our working relationship, it took nearly a month to even seen pricing information. 3) I'm not looking for the cheapest crappiest policy, that's why I reached out you professionals like you for your guidance. For your information, I reached out to another insurance broker and within 24 hours he (like you said originally) recommended that I stay with my existing policy even with the $700 price increase. Imagine that? Good customer service. You should try that.

Camille was very patient with me on a trying day. It was very quick and I am happy with the savings…read moreon my car insurance . Highly recommend !

Beka Rohman was very helpful in determining our insurance needs and getting replacement coverages…read more I look forward to working with her.

I am so glad to have found Tower Financial. Three years ago, I chose them because they share in…read moreDave Ramsey's financial coaching principles. Today, I am so grateful for the service-oriented approach they use to help their clients stay on track financially. I benefit from their Foundations program in which, for a small monthly fee, I can go to them anytime for help to figure out financial decisions. Additionally, they have helped me enormously through headaches and challenges during tax season and beyond. I credit Tower Financial with guiding me to attain my financial goals.

The team at Tower Financial rocks. They are always professional, know their stuff and are full of…read moregreat advice. You can't go wrong working with this top notch crew.

Upon your arrival to the Dechtman Wealth Management office, Kathy is the first to Welcome You with…read moreher friendly smile. The entire staff is incredibly personable, and are devoted to helping their clients achieve financial success. Several years ago, I attended a Hughes Law Firm seminar through Bellco Credit Union. Not only did we join an outstanding estate planning firm, but it was Richard Hughes who introduced our families to Jordan Dechtman's firm as a result. Working with DWM has been a very profitable decision. My husband and I have always hoped for a comfortable retirement, but never imagined our financial planning would turn out as well as it has. Jordan, Sam and Adam have been extremely accommodating, and continually make themselves available for annual reviews of our accounts, and promptly respond to requested meetings that may arise in between. We have always been impressed with their knowledge, and professionalism, including the expertise of the additional team members Linda, Adam M, Christie and Lauren. Charles Schwab has collaborated with Dechtman Wealth Management as the custodian of their clients' financial accounts. Together they assist their clients in achieving their goals in a confident and transparent manner. Throughout the year, they invite their clientele to select a pumpkin pie or apple pie at Thanksgiving, a Rockies game, movies, a designated day for shredding your documents in the Spring, just to name a few. We will definitely continue recommending Dechtman Wealth Management to others!

When I decided to retire early and travel full-time, I didn't want to worry about how to invest my…read moresavings, constantly monitoring the market and moving money from account to account - I just wanted to enjoy living! But that meant I needed a trusted financial partner who would monitor my investments while I was playing. :) I interviewed 3 top rated firms in Denver. One promised super high returns. Tempting. Another questioned my retirement plans. Annoying. And one listened to my goals and shared what he would do if he were in the same situation. The latter was Sam Dechtman. When I told him how much I wanted to yield on my investments in order to accomplish my travel goals, he didn't make any promises but provided thoughtful, even-keeled advice. Sam and I have been working together for nearly 1.5 years now; most of that time virtually. In fact, we've never actually met face-to-face and yet I have the ultimate confidence in how he is caring for my assets in the US. My being abroad has never once been an issue. Sam is readily accessible anytime I need him - and the same is true of the other team members, which are all consummate professionals. I am able to easily monitor my investments via the Charles Schwab app. Additionally, Sam proactively schedules semi-annual reviews and I regularly attend the firm's client webinars from wherever I am. While I do hope to meet this amazing team in person someday, I feel fully supported by the entire Dechtman team while living nomadically. And I happily recommend Dechtman Wealth Management to anyone seeking a financial partner!

Claudia Fernandez did an outstanding job of taking all of our information and by truly…read moreunderstanding our goals and our situation was able to give us options that would really work for us. Best reverse mortgage counseling I've ever obtained. Would highly recommend Bingo Reverse Mortgage and Claudia if you're even considering a reverse mortgage or if you've been afraid to consider it because you don't quite understand it. Claudia will explain it so well that you will be able to make your decision with confidence.

I have been listening to Dave Ramsey on the radio for the last several months. If you aren't aware…read moreof him, he has a nationally syndicated radio show and spends his time helping Americans get out of debt. He also encourages everyone to get rid of their mortgage debt. I have investment questions as a single mother and looked on Dave's website who can give me investment advice and also follows Dave Ramsey's advice. Dave has Smart Vestors in the Denver Metro area. I was able to talk with Michael Stone from Denver Wealth Management over the phone for at least 30 minutes. He was a wealth of knowledge and seemed very trustworthy. I would recommend anyone who has investment questions to call him. You won't be disappointed. 303.261.8015

We are so glad to have Michael helping us plan for our future. He answers all our questions and…read morehelps make financial decisions easy to understand. We have total confidence in the direction we are heading for our future.

Zach and Cherie were fantastic and helped us get through our purchase seamlessly! They were both…read morereadily available for questions or concerns and extremely knowledgeable. Whether you've done this before or are a 1st time home buyer, I would highly recommend this team of skilled mortgage professionals!

Zach Smith Zach is knowledgeable, reliable and a clear…read morecommunicator. My husband and I were first time buyers, lived in a different state then where we purchased the home and are also from a different country (Europe). Zach took his time to teach us the market and the loan process, including all terminology and steps. Sometimes we asked the same questions and he never lost his patience. He was there for us anytime we needed. He was also very realistic with his feedbacks, straight forward. He made us comfortable, he never pushed us in any decisions, he communicated with us clearly when the market changed and went over every possible scenario with us. We highly recommend Zach, you will not be disappointed! Zach, thank you for your assistance with the loan and for making our dream come true! We are truly enjoying our home and happy with the current loan, E & F