He will laugh at you when you make half the return compared to another invester ...ok but to laugh…read moreand not want to apologize for laughing and does after a week get the money transferred as was promised?? His boss john was to have him write an apology letter not email or text but he will not..they want to sweep it under the rug and have no consequences for unprofessional rude and incompetent behavior. Read the other reviews on schwab in denver!

Such a useless excuse for a branch... came in with a 401k rollover needing to discuss some options…read moreand they told me to leave and go online. So much for money managers

I've been working with Chris at Longevity Insurance for over a decade now, and he's honestly been…read moreinvaluable to me. Insurance can be confusing and honestly pretty boring to think about, but Chris makes the whole process painless. He knows what he's doing, actually listens to what you need, and doesn't just try to upsell you on stuff you don't need. What I appreciate most is that he treats his clients like he actually cares about their situation-because he does. Whether it's finding the right coverage or walking me through changes, he's always been straightforward and responsive. If you're looking for an insurance broker who actually has your back instead of just taking your money, Chris and his team are the ones. Highly recommended.

Poor customer service. Didn't bother to take the time to read and comprehend my request…read more Edit: They're called non-owner auto insurance policies. Several companies offer them. Your recommendation to take the rental car policy completely ignored my clearly stated concern that it wouldn't be sufficient. Do better. Edit 2: I was able to get a policy through state farm for $60. Use a more knowledgeable source that actually knows what customer service entails.

I highly recommend Erin in her team if you want clear direct financial advice. I talked to other…read moreadvisors who wanted to sell me an annuity for retirement income and she showed us we didn't need an annuity and help us with both income and tax planning for my retirement.

From the owner: Moneta helps successful families, businesses, and individuals secure their current financial wealth…read moreand plan for the future they imagine. We develop earning, spending, saving and tax strategies to support that vision. And finally, we take care of the detailed work to implement the plan. Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We have the resources, security and longevity of a large firm, but are still able to maintain the personalized attention our clients deserve. We have the freedom to leverage a large and diverse set of solutions so that we can customize plans for our clients' specific goals. Speak with a financial adviser today.

FCFS are simply the best there is out there. Don't hesitate , and just go to them. I went to them…read moreafter a recommendation from a friend when I was purchasing my first home and I could just sit back and relax knowing they had all the bases covered. I went back to them on my refinance because why wouldn't I and again, best service, attention to detail, professionalism, and once again I felt completely taken care of . They are truly the best there is out there, I highly recommend them, special shout out to Michael and Chris!

This is a review for Amy Daniel a Loan Processor for FCFS. I am an Insurance Broker with Square…read moreState Insurance here in Denver and usually, the interactions between Loan Processors and Insurance Brokers is a very standard exchange. Amy went above and beyond to help explain Insurable Value (Replacement Cost) vs Market Value (Sales Price) to the insured. Amy also was very efficient and answered follow up questions very quickly. In 10 years as an Insurance Broker, I have never felt the need to leave a Loan Processor a review, but I was truly impressed.

Not impressed with customer service or staff. They are dressed in suits looking important but seem…read moreto vary in who what they can help custo.ers with. 1. I asked if they could look up my account for contributions, i could only see current year. I was told to call customer service, there were empty rooms privacy but I was offered access Other customers were taken to the back to be helped and I asked 1 if staff was able to access their account and was told yes. 2. It took awhile for them to greet me even though they could see me. When greeted I wasn't offered a seat a beverage nothing. Other customers came the were asked if they wanted a beverage and was told to take a seat. Horrible experience each time

Long story short, Inexperienced investment staff called twice to complete my first year 2024 for…read moreRMD at 73 yo. +$26,000+ overage with $2,900+ penalty from feds. I found the error when doing taxes. Did Fidelity help...NO. DID I get a 1099R CORECTED.... NO. My Experienced Financial Advisor was fired just prior to RMD. NOT SENIOR FRIENDLY. After 30 + years with Fidelity, I am looking at Swab or Vanguard. FIDELITY is a huge disappointment.

Frustrating experience trying to process my brothers estate. Long holds and a lot of follow-up has…read morebeen required to move the process along.

absolutely horrible customer service! worst investment company to deal with. there are no account…read moremanagers to speak with who only handles your account. Horrible Horrible Horrible. speak with different people each time. received different answers

My experience with David suggests that he is a highly knowledgeable, responsive, and trustworthy…read morefinancial advisor. David was extremely helpful in guiding me through the process of rolling my 401k accounts into an IRA at Wells Fargo Advisors. Since becoming a client of his, I have found his personal views on the economy and markets to be both accurate and actionable. He expressed a very bearish sentiment on U.S. stocks BEFORE the 2008 correction, thus enabling me to avoid severe losses. Moreover, he provides his service at a very competitive rate, returns my calls and email requests promptly and is a pleasure to work with. I believe that David has my best interests in mind and am confident that I'll continue seeking his advice throughout my career and retirement.

Yule I was a big help to myself and my girlfriend preparing for a trip that was in less than 48…read morehours! Cheaper than my bank and way better customer service!

Frankie was so polite and made the transaction of currency exchange very easy! It's located in a…read moreperfect spot in the mall as well!

The VP of Ameritowne called me the night before our daughters' field trip and was very rude and…read morehostile about her specific medical accommodations. They wouldn't honor her doctor's note And she wouldn't let me accompany her as a parent volunteer either though it was recommended by her pediatrician, because we didn't give enough notice. I would not recommend doing a school field trip here as it is not well managed or staffed. The communication and follow up was also poor.

I am an educator and I haven't seen a better hands-on civics curriculum for kids that not only…read moreeducates, but also allows for real world application. The history of this bank was started as a place where kids/students can be educated on becoming wise economic consumers and entrepreneurs. This facility was founded by Bill Daniels. My husband was a Daniels fund scholar and I have always been impressed by the priority this foundation has given to educational opportunities for kids. I will say that I am unfamiliar with the bank (it's too far away for my kids to have an account there) so I am not reviewing the day-to-day bank and their staff. I am reviewing the Ameritowne Educational experience. What a well thought out event. The time and details they have put into this place has created an authentic miniature city that gives students an amazing real world experience. First year takes a bit of work educating students in the world of economics, but as they attend the event (4-6th grade) you watch them become expert citizens running this city with intellectual authority and professionalism. Your children are who we will one day hand our country to. As you watch this event unfold you will be so incredibly proud of the leaders this program is building up!

I've always had good service here. Very helpful humans although their IT system is not the best…read more They have a notary who I can always see on short notice unlike the big banks who have long lines and very limited personal bankers. P.S. If Jackie were my customer, I'd get rid of her too.

I've been with Alpine Bank for several years. I love this branch for its location. I'm a Cherry…read moreCreek lady and love how clean everything is. Everyone here is always smiling and helpful. Also, I prefer small banks. I want people to know me and I prefer to know them. Being just a customer isn't good enough to me. It's a two-way street here. You prove yourself and they prove themselves. I never feel pushed into products etc.. I feel they treat everyone equally too. Whether you live paycheck to paycheck or you have lots of $$$ in your account, you are a valued customer. Gina is ALWAYS helpful! Dennis is honest and direct, which I appreciate. If they don't have the answer, they say so; but also do their best to find the answer. That goes a long way!! They are fast on transactions and help monitor for fraud. Their fees are lower than 1st Bank or other big banks. Some of the cons are hours, it can feel short. There is NO drive-thru. The lobby is spacious but parking is a pain. There is only street parking, after all this is Cherry Creek. It truly would be perfect if there was drive-thru or designated parking.