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

Charles Schwab Corporation failed to perform two-factor authentication for a wire transfer of funds…read moreout of my retirement account that was required.  When I told them they have a serious security hole, they refused to provide an answer why or even an option for "No Funds Out" of the account to prevent fraud in the future.  The SEC should mandate they allow in person wire authorizations as a security option to avoid an unauthorized transfer of ALL funds!   THEY CAN"T BE TRUSTED TO PROTECT YOUR MONEY!

Chris was fantastic to work with for homeowners insurance during our home buying process. We were…read moreon a tight timeline with closing, and he was incredibly responsive.Even after we had already shopped around ourselves, he quickly found us a better quote with great coverage. He responded to my initial email within 15 minutes and was very responsive throughout the whole process. He took one more thing off my plate during a stressful time. I would absolutely recommend Chris to anyone needing help with homeowners insurance!

Chris Long at Longevity Insurance Brokers was wonderful! He saved our family over $2,000 on our…read morehome insurance. He was extremely responsive and made the entire process seamless. I would highly recommend working with him!

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.

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.

An older relative of mine opened an investment account with this office and Fidelity immediately…read moresold a large portion of her portfolio incurring a $100k capital gains for her. She now has a $15k tax bill, and the capital gains also bumped up her income several brackets which means her Medicare payment is $300 more per month. This is a huge amount of money for my relative and it is elder abuse. Horrible office, stay away from these people, they have no integrity of ethics or financial knowledge. Please stay away from them.

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.

Janus Henderson has the WORSE Customer Service..of any investment company that I have ever dealt…read morewith. They put no priority whatsoever on anything that you send them in the mail. After weeks of waiting for a money transfer from a company INTO JH...I had to call repeatedly, trying to find out why there was weeks of delay. Finally I was told that there was problem when they were scanning documents. A 12 year old can scan a document! They never once called me to tell anything. When you call to inquire about anything, you will be put on hold for long periods of time. They lied to me repeatedly. Janus Henderson is unprofessional, deceitful, and likely under-staffed. They did not care about my troubling many issues with them, nor did they care, that I told them that I would take all my investments out of Janus Henderson. Unbelievable.

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.