Dana has worked with us on our investment portfolio and we feel that he's extremely knowledgeable,…read morecapable and he really has the interest of his clients as his top priority. Dana helped us to roll over our 401K from a prior employer, and we were able to structure a good, conservative plan for this section of our portfolio to take that old money and get it working again. Coupled with the other sections of our portfolio, we are now well diversified in our retirement plan, and we have some additional plans that allow us to be a more aggressive with our strategy. If you're in the Westminster, CO area, and you are looking for a financial advisor, I would recommend that you contact Dana at Edward Jones, you will be very happy with his level of service and his refreshing approach.

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!!!

Eric has been a friend, business guide, and confidante for my wife and I in shaping our financial…read morefuture for the last 11 years. He is focused on motivating us to reach our financial goals, he is transparent/honest about how he get's paid, and most importantly he looks out for our best interest when suggesting investment advice. I have recommended Margin to close friends/family, and will continue to do so.

From the owner: MARGIN offers creative wealth management to ultra-high income earners. Our services include…read morecreative financial planning, investment management, and tax strategy and preparation digitally throughout the United States, and locally in Denver, CO.

Dustin is professional without being stuffy. He is careful and caring and we feel lucky to have him…read morework for us.

Dustin D Jeschke is easy to work with. He is very polite and helpful and has offered financial…read moresolutions I hadn't considered. I am generally suspicious of financial planners. His positive and no pressure attitude helped my decision to move money from our long time banking relationships to Edward Jones. I am pleased with the plan we have developed and look forward to making more money!

This company is a scam. Michael Lowe is a used car sales man. Then Joseph Jones will make you feel…read morestupid and it all your fault. Never got anywhere with this company. Please avoid giving them a dime...

I received numerous calls from this company claiming that I owed the IRS $120K and a lien was going…read moreto be placed on my house. They also called my wife claiming that I owed money as well. Thinking this was a scam, I called to see what they had to say at which point they put me on the phone with one of their "tax relief consultants." He informed me that the IRS had sent a notice to a PO box which I hadn't used in 14 years and they had already taken action against my assets. The guy wouldn't tell me how he obtained this info then I informed him that I file a federal tax return ever year and that it was strange that the IRS didn't have my current mailing address. He started fumbling at this point and said there was a mistake and he was getting a call from a client who owed a million dollars in taxes and hung up. This was the biggest BS scam attempt that I have ever seen and I'm sure they would have taken any money that I would have been willing to give. Don't know how people sleep at night pulling this kind of shady maneuver.

They did a great job with my taxes and provided amazing customer service. Really took the stress…read moreout of tax season for me. Would highly recommend. Specially Becky was very helpful. I also had a pleasant experience with BJ and Trevor!

McGraw * McGraw have been on-top of every aspect of all of my needs. I am pleased to give this firm…read more5 stars due to their diligent & perfect work ethics and the support that is provided. I have been with this firm over 12 years. I will never go anywhere else. Please note, this is my honest opinion and NOT paid for by any means. If you need a firm to take you seriously, then please use McGraw!