We started our relationship with Lord and Richards earlier this year. We have had several meetings…read moreand were completely overwhelmed with the information presented and how we can have our portfolio grow and be protected. We also were afforded the opportunity to use some software to create our will and trust. Every interaction we have had has been informative and helpful. We highly recomend Lord and Richards as a financial partner.

Very good company. They care about their clients. Highly…read morerecommend going to an event to learn how they can help your financial situation.

Very personal experience. I had a free consultation to review my retirement finances. I was greeted…read moreright away and seated in a room with a screen that also greeted me. I was offered something to drink and a freshly baked cookie. Roger Reynolds and an associate met with me. They looked over my paperwork and answered all my questions. Very professional.

Tonight I faced a Condescending representative of Reynolds Financial Group at the desk who speaks…read moreto seniors with total disregard of respect and assuming they do not know how to use their iPhone 17 Pro Max? I was invited to this event at Ruth Chris 28 July 2026. I confirmed before the event and again on both 26 and 27th July 2026 prior to the night. Upon arrival I am informed I am not welcome because I attended once before unknown to me. Is this is a matter of negligence lack of quality control? Firstly why did I receive an invitation in the first place? Negligence, whereas the company doesn't bother to check their records & Quality control, clearly there is none in place at this company? Then I not only told I am 'upset' which is truly patronizing considering this is Their mistake NOT mine as their representative states he emailed on the 15th July-No email, surprise I know how to check my iPhone! When I face him with this he states he left a message; surprise NO message on my iPhone. I'm a retired Army Lieutenant Colonel, I do not get 'Upset' & certainly do not appreciate this coming from an unprofessional upstart; let alone their false shallow excuses. Again I confirmed the two nights prior And absolutely no effort or attempt was made to contact me or the person attending with me. Yes they had both phone numbers. With such disregard for a retired veteran or seniors in general I ask how much respect and compassion would they truly have for anyone's future?

My husband and I were with Clear Creek Advisors for 3 years to manage our retirement accounts. We…read moreworked with Erik K. and the experience was absolutely terrible from the start. While Erik was rude and dismissive to me throughout management of our portfolio, he incurred capital gains when not necessary. When asked about investment strategy, he attacked me personally for being insistent 2 years earlier that funds not be co-mingled. Erik K was unable to handle a woman asking questions, and Erik K is incompetent. DM me for my tax bill this year, courtesy of Clear Creek Advisors.

Clear Creek is home to me. I have been with them for 15 years, and they have been phenomenal. I…read morewas a single women at the time I sought out help with my investments, They never talked down to me or made me feel less than because I was a woman. They came along side me and created a plan that has exceeded my expectations. I worked with Erik and he is incredibly professional. As is his entire team. I wouldn't hesitate for a second to recommend this firm for financial advisement.

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.

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.

I have had a significant portion of my retirement in ISG for the past 5 years and have been very…read moreimpressed with how they manage my portfolio. I feel very confident they are on the right track given the uncertainties that challenge the markets these days. I believe I have my money in the right hands.

Working With Barbara Krause and the team at ISG has helped me relax and enjoy life more. Barbara…read morehas taken time to get to know me well. She uses her understanding of my background and concerns to tailor her advice and choices to my best interest. I had a complex planning issue today and the ISG team did research in advance and came to our conversation with analysis already prepared to share! They consistently exceed my hopes and expectations.

Andrew tailors his financial plans to your specific needs. I never once felt like he was selling me…read moresomething or pushing his products or services on me. He built me a very unbiased financial plan based on questionnaires and discussions we had, which met my needs. I have worked with other financial planners in the past, but I truly feel Andrew has my best interest at stake. Additionally, Andrew has also had tremendous follow up with me ensuring I am not only happy with my financial plan of action, but also understand my plan. This is where others have missed the boat!! Thank you Andrew for all of your help and integrity!

Ken Perin and all the staff at FFG are great. When I decided to retire I was somewhat cautious…read moreabout contacting any financial advisor because I had heard some pretty negative accounts from my friends and co-workers. Thankfully I listened to one of my friends who had joined the FFG family for his retirement financial plan. Ken took the time and patience to understand my lifestyle and future financial needs. I feel very fortunate that I listened and learned from Ken just what my financial goals were. In the sometimes confusing world of financial investing I feel lucky to have a person like Ken Perin as my financial advisor......and my friend. Thanks FFG for all you do.