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!

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!

The JH Advisors team made something as daunting as finances, not so daunting! A friend recommended…read moreJo-Ann, and we are so happy they did. We were able to get up and running quickly, have had excellent communication, and additional opportunities for education along the way. It has been a fantastic experience!

The JH Advisers team was welcoming, understanding, and offered practical suggestions and referrals…read moreto improve my financial status. They were patient and answered my questions and inquired about my situations with sensitivity and reassurance. Their body of knowledge and willingness to refer me to other experts gave me confidence and equipped me to take the next step. I am so grateful to have met them and include them in my circle of supportive experts!

This company continues to to call I have never interacted with them about a loan, I asked to be…read moreremoved too many times and they continue to call me, I will be reporting them to the BBB and for constant harassment.

Garbage business. Won't stop calling. Have a button to press if you want them to stop calling…read more It doesn't work. If you try to tell that to one of their sales reps, they just hang up on you.

My account does not register a new balance. I got email confirmation on 12/23/25 that my money was…read morereceived yet it does not show a new balance. The notice did give last 4 digits of my 2 new accounts with Fedelity. Also can not open my account online saying new password no longer is correct. Now a long wait for phone their phone to answer. Not good customer service.

Met with Jasmine Boyden, she was very helpful automating my retirement contributions, planning for…read morefuture investments, and helping me max out contributions. She made the complicated process easy and stress free. I really appreciated her showing me how to use the Fidelity system and then completing the tasks.

Incompetent personnel. Trying to withdraw a portion to help myself get back on my feet, due to…read morehealth reasons, one being cancer. They give no answer to questions, give a run around, delay processing, deny that they did anything wrong. I live in Nevada, so we are on Pacific time. They go by East coast time. Three hours ahead of Nevada. I called withing the three hour time difference and their offices are closed. The answering service just hangs up. Trying to get anyone who speaks or understands English is another complaint. TLDR: 1. personnel do not understand English. 2. Delayed processing times, longer than what is stated. 3. They always blame shortcomings in "system is down". All I have to say is good luck in receiving any funds from your accounts. I would be homeless right now if it weren't for friends. Run away, far away from this company.

This company appear incompetent and irresponsible with customer service and processing retirement…read morefunds.. They delayed releasing funds, and account closure, appeared to delay the release and giving the customer non-answer run arounds. they did not present with either a professional demeanor nor adequate financial customer service.

There diesel pumps never work but they never have a out of order sign, rude service and a filthy…read moreparking lot

We used Dave Smith to prepare our taxes this year. We had bought and sold properties this year,…read moremoved between states and needed to prepare returns in both states as partial year residence. We had some other specifics which complicated our return. He finished them up in a couple days, filed on-line and we received our refunds. Costs for preparation are comparable to any storefront outfit and you get a real accountant. Definitely will go back next year.

Smart, professional and courteous. Convenient location, great office with very pleasant staff…read more The managed fund they have me in has done well and they are very good at clearly defining your goals and matching products to fit. Bonus: 10th floor office has some great views of the city and mountains.

Tried to get more information on Wells Fargo's Advisory services with respect to how they securely…read moremanage clients money but didn't get that far. Encountered a surly individual who claimed to be one of the advisors but also claimed he probably wouldn't know how to answer my questions, and wasn't prepared to answer the questions despite my being a Wells Fargo customer. I would avoid this crew at all costs.