I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

Strong communication and prompt delivery. Trusted and ethical practices beyond expectations.read more

Every year that goes by I am always glad these people are there to ensure no crazy IRS agents come…read moreknocking at my door. Fast, super clear, and smart as the dickens. Give them a go! Great value and great at providing all requested services too.

This company will give you trustworthy and reliable service. Have known them for many…read moreyears--highly recommend. Dana Naas - Golden Printing & Promotional Products Lakewood, CO 80215

Hi, I have known Matt at Golden Wealth Solutions for a long…read moretime. He is a financial adviser that will give you honest and smart advice on investing, managing money and other ideas to make you make smarter and better investments. A very nice, quiet, low key guy who is not pushy. You will like him. You will like his advice. randy

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I would strongly recommend this firm to anyone looking for comprehensive financial planning. Nestor…read moreVargus is a Certified Financial Planner and a member of the National Association of Personal Financial Advisors. Both are very important as far as knowledge, transparency, and ethics go. But above that Nestor has the education and experience in his field which makes him highly qualified to help you make good decisions in how best to manage your hard earned money. I am writing this evaluation as a client with personal experience working with him.

Nestor has been extremely helpful in managing our investments. He is very knowledgeable and…read moreexcellent at advising us of what we need to be doing to accomplish our goals for the future.

I have known Dominick for many decades. He has always been a true friend who has always been…read morethere if I needed anything and always willing to lend a helping hand. He has guided me through some tough financial landscapes and I've always come out on top. I've trusted him with my portfolio and seen it grow consistently. I will continue to do so in the years to come. I'm blessed to have such a dear friend. Thank you Dom! Mark M.

Outstanding presentation, covered all my subjects and ques tions. Recommend attending for all…read moreinterested investor. Five Stars!. $$$$$

I have worked with Susanne and I have never met a more detailed, competent CPA who is full of tax…read moresavings advice. You will not find many CPAs who fully engage in tax planning all year long which helps reduce tax liabilities. There are so many strategies available to help save on taxes and Susanne is brilliant with her advice. Susanne gets my five stars... she is worth it!

I have known Susanne Robert for nearly 10 years. We have worked together and I can honestly say,…read moreshe is one accountant who gets having exceptional customer service. I have always know Susanne to have loyal clients and I always get my calls returned in a timely manner. Beyond her customer service excellence, she is an experienced CPA who is very good at what she does. I highly recommend Susanne and her team!

I have know Jo-Ann for about 8 years. I originally met her when I was networking for my business…read morewith the West Chamber. I have always been impressed with her level of knowledge and integrity. My husband went to a Social Security seminar last year and we reconnected. She spent a considerable amount of time with me and my husband last year. She reviewed our financial products and set up a retirement forecast. There was no pressure or obligation from her. I was fortunate to engage her services earlier this year. She has taken the time to educate us along the way. I am very pleased with her services.

From the owner: Financial advisors helping people strategize for retirement, invest in their future and make…read moreinformed decisions about their money. Family owned, independent fiduciaries specializing in comprehensive financial planning, investment advice, 401k decisions, tax reduction strategies, Social Security maximization and advanced planning software solutions. Certified Financial Planner. We do not offer debt or credit counseling. We are not tax preparers or attorneys.

DONT GO here! That is not even Their businesses name Ii's AAAE finical services they will ill…read moreadvise you making it sound like you getting a bigger refund if you manipulate your tax return then you will end up getting audited like I did. Their crooked tax prepares they were nominated best tax service by News Chanel 4 in 2014 but things have gone down hill. The kicker should of been when they tried to sell me Legal shield. Their so crooked they need to have lawyers on speed dial.

The employees are always nice in this bank. It's the kind of place that remembers you by name. I…read moreappreciate their kind, speedy service!

From the owner: First Interstate Bank in Lakewood, CO offers a comprehensive suite of personal and business…read moreproducts to take care of your diverse financial needs. Whether you're a first-time home buyer looking for a mortgage, an established business looking to streamline your payment methods, or someone who is ready to plan your financial future, our local banking experts at the First Interstate Bank Lakewood branch will help you reach your goals. First Interstate Bank is a community banking organization headquartered in Billings, Montana. With nearly 300 locations across our footprint, First Interstate is still run on the same principles as when it was founded by Homer Scott, Sr. in Sheridan, Wyoming in 1968 - to take the best possible care of our customers, our employees, and the places we call home.