Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Eddie and Travis have been wonderful- knowledgeable, professional and great to work with. I…read morecouldn't recommend them more.

Outstanding advisors! They listen, care, and go above and beyond to help guide our decisions to be…read morefinancially secure... plus some! We are grateful for everything they've done to navigate some complex financial issues. I can honestly say that I have never felt as confident in our finances as I do today as a result of their dedication to our success! Highly recommend!

very poor customer service today at broomfield location they should have let me use a phone trying…read moreto buy $NVDL $43 a share but can't get voice verified. Broomfield Fidelity should have let me use a phone you get an F for customer service today. You say to call but courtesy phone here is iffy.. In the past this location has accused me of not having a fidelity account and they remember that I went back with id tis is discriminations because i'm Asperger bipolar gave they 3 stars before I went back with a print out of my driver's license. do not do 2 step verification it makes account unsafe and is false since of protection easier for hackers to do 2 step then websurf like me.

I've dropped into this location on two occasions without an appointment. Both times I was greeted…read morekindly and was assisted by the employees. With their Monday-Friday hours only it can be challenging to make it in (the phone agents at their 1-800 number are however excellent). On my most recent visit I used the self service kiosk to make some account updates. I waited in line to speak with an Agent at the front desk. Before I could make my way up to the desk (I was 1st in the queue) an employee came over to ask if they could help me. Together we returned to the self service kiosk and I proceeded to ask a few questions, make some needed updates and learn about my options. I will definitely be back.

Lori Johnson of New Direction Trust Company has assisted me in my self-directed IRA. Lori managed…read morethe sale of one rental property here in Colorado - and the purchase of another in Alabama. I have been with New Direction Trust Company for over 10 years and have had a great experience. Lori got these transactions completed and the recent rental property acquisition looks like it will be a great investment for my ROTH_IRA. Lori was dedicated and professional and handled a hunderd details. I always felt I was in good hands.

I have recommended them to my clients for 10 years however recent requirements with no prior…read morecommunication and poor service I would not recommend any further.

Straight forward, honest talk to help you make clean financial decisions.read more

From the owner: We want you to thrive. Which is why our financial philosophy is based on time-tested biblical…read moreprinciples of financial stewardship. Does that mean you have to be a Christian to be our client? Absolutely not! But we know values are important, so we want you to know ours.

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!!!

Absolutely one of the most caring and brilliant people I know! This woman has helped me resolve so…read moremany issues related to my finances AND has me on track for retirement! No small accomplishment:-)

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Saenz Financial Services is FANTASTIC! (I know, strange thing to say about accounting services, but…read moreit's true.) They turned me, a nightmare client, with a personal return, a small business return and a shoe box full of intermixed receipts into a well-organized machine. Not only have I seen a year-over-year return maximizing my deductions, but they've also helped me with my bookkeeping and investment strategy. No more waiting until the last minute. I actually look forward to tax time now! I highly recommend Clark and his crew.

From the owner: The practice of Charlene K. Morton, CPA, has been a mainstay in the North Denver for over 30 years…read more In 2012, she retired, and turned the reins over to her long-time employee, Clark Saenz. He added her clientele into his own growing practice, and is carrying on the good (but different) name, in the same office, and with the same great employees. In addition to that, Clark had a 20 year career in corporate finance and accounting. Most recently, he was the Manager of Finance and Controlling for Vestas Wind Systems. Prior to that, he held financial manager and/or controller roles for Sun Microsystems and Motorola. Those were exciting times, and a lot of fun, but nothing compares to serving the world's greatest clients.