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.

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.

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.

Fee's, Fee's, Fee's and more Fees…read more These guys will rob you blind with Fee's. I've had five assets with NDTC and learned my lesson the hard way. I've taken my assets down to two and have opened three new ones with Rocket Dollar. Same service at 1/4 the cost. Don't make the same mistake I did! Shop around before you decide on NDTC!

Zero Stars! if Yelp would allow me to!!!!! This guys staff…read morescheduled a 1 pm phone mtg with me for 1 pm on a Friday. No one called me so i called them, not once but twice. His secretary didn't know where he was nor did she have his schedule. I would not trust this guy with my finances and I suggest you do not either. They hung up on me the second time without telling me what happened to him or my 1 pm appointment. I took off work for this financial planning interview and they ghosted me big time. A warning to the rest of you thinking about using this guy, if he ever talks to you.

From the owner: Anthony Capital, LLC--A Registered Investment Advisory Firm…read more We are a comprehensive independent investment advisory firm that offers wealth management solutions to individuals, trusts, estates, private foundations, and business owners. Led by David M. Anthony, CFP®, RMA, we are committed to helping clients with their financial goals. With an emphasis on financial planning and investment management for retirees and those nearing retirement, we create advanced wealth management strategies that incorporate both equity and principal protected through our affiliate, Side by Side Quotes.com, LLC.

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.

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.