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

I have know Jo-Ann for about 8 years. I originally met her when I was networking for my business…read morewith the West Chamber. I have always been impressed with her level of knowledge and integrity. My husband went to a Social Security seminar last year and we reconnected. She spent a considerable amount of time with me and my husband last year. She reviewed our financial products and set up a retirement forecast. There was no pressure or obligation from her. I was fortunate to engage her services earlier this year. She has taken the time to educate us along the way. I am very pleased with her services.

From the owner: Financial advisors helping people strategize for retirement, invest in their future and make…read moreinformed decisions about their money. Family owned, independent fiduciaries specializing in comprehensive financial planning, investment advice, 401k decisions, tax reduction strategies, Social Security maximization and advanced planning software solutions. Certified Financial Planner. We do not offer debt or credit counseling. We are not tax preparers or attorneys.

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!!!

We started working with Julia a couple of years before we retired. This had to be one of the…read moresmartest moves we made. Julia and her office manager Eric have been very responsive even though we are not what I would call a major client. Calls are always returned promptly and I believe we are getting excellent investment advice as markets change and new investment opportunities present themselves. There is no doubt in my mind that Julia functions as a fiduciary with our best interests foremost in mind.

A great company with a personal touch. Julia is very knowledgable at what she does, always…read moreprofessional and willing to help with any questions, suggestions, etc. Eric is prompt, punctual and very pleasant to work with. They both have a good sense of humor that helps in any working situation. Happy to work with you. Thank you!

I met Eric Gemelli in September of 2014. At that time he was guaranteeing 40% return on investment…read moreper year. Shortly after this he revised this down to 18%. He said that he usually gets 40% but 40% sounded unrealistic so he revised down. This is one of those instances where if it sounds too good to be true, it is. It was too good to be true. Shame on me. I attended about 8 of his classes. Usually these classes had 2-4 people and a few times it was just me. Eric would stand in front of a screen and go through his method of forecasting market directions. I never met a single sole in his classes who understood what he was teaching? I've heard of others who got a lot from his classes but I found his teaching style to be chaotic and undisciplined. Eric calls his methodology "Patterns of Life". It's really just a rip-off of "Elliott Wave Theory". I paid $2500 to learn how to use his "Patterns of Life" but I could have got the same information from youtube for free. Or, bought a couple of books for $50. I asked Eric for a refund but he refused. I would not recommend any of his classes or services. Most of the recommends come from people who were trading before the market tanked in July 2015. Up to that point anyone could have made money. My wife made 15% a year and did nothing with her portfolio. Eric prefers to sell naked puts of distressed stocks. That's just an invite for failure. Stay away from this guy. He only wants your money.

From the owner: We teach people to use technical analysis to predict market turns and include a subscription to…read moreour financial newsletter to keep training you and keep you on track with market changes. We teach you to use market indicators to read stock charts for yourself. Whether you're a swing trader, day trader or just need to hit a couple home runs per year this is one of the best online trading programs you can find. Market4caster offers investing education, market forecasting classes and resources. We offer classes, a bi-monthly newsletter, and an educational book.

Brett has helped us with our financial planning and we are very pleased with the plan he has set up…read morefor us. Brett is knowledgeable, very friendly, and really listened to our needs. We have enjoyed working with him and look forward to working together for many years to come.

From the owner: Bengtson Wealth Management is a full-service Financial Service Firm owned and operated by Brett…read moreBengtson. Brett is dedicated to helping Families, Individuals, and Business Owners meet their savings, investment, retirement, and financial goals. Simply put, he strives to be a familiar face who is focused on helping you with the complex financial questions you encounter. He hopes to help anyone from young professionals to retirees and everyone in between. While we cannot make any guarantees, we will strive to provide you with greater financial confidence.