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.

Dimov Tax Services has been an incredible partner for me over the years. They always took the time…read moreto answer every question I had--no matter how detailed--and made sure I fully understood my options so I could make the most informed decisions. It's clear they genuinely care about their clients' best interests. My tax situation changed multiple times, and they consistently adapted without missing a beat. Every interaction felt personalized, thoughtful, and professional. I always walked away feeling confident that I was in good hands. Highly recommend Dimov Tax Services to anyone looking for a knowledgeable, responsive, and client-first tax team.

Genuinely the worst customer service of any firm I have ever dealt with…read more I hired Dimov Tax for my quarterly tax estimates and for my annual filing. George's team is quick and pressing to request payment, and once you pay them they go radio silent. My annual and quarterly filing have been delayed, and I can't get an answer from anyone other than a remote support team who tell me they will get back to me. In the meantime, I get constant newsletter emails from George while my questions are ignored. Do not hire this firm under any circumstances.

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!

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 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.

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 helped me with a complete insurance change over for home, cars, and trailer. He was polite,…read morethorough, knowledgeable, and timely. I appreciate his expertise and access to find the best coverage and rates for my lifestyle! Thanks, Chris!

I graduated school, worked as a consultant, and switched over my retirement plan in one year (like…read morean adult!) so I knew TurboTax wasn't going to cut it. Having worked with John on a variety of trying projects in the past (and been really impressed by his professionalism and experience), I knew he'd be the best choice to navigate what I thought was complicated. He made the process seamless and easy, and only gave me a tiny bit of harassment about signing off less than 24 hours before tax day: "What day is today?" "Norma. It's APRIL... FOURTEENTH." *nervous laughter* Thanks, John!

John is a genuine professional that provides you with well informed information for success. Easy…read moreto work with and hope I will have the pleasure to work with him in the near future!

0 stars because: We went through American Family to get my son auto insurance. they quoted and…read morebilled $1,548 for six months in November 2025. we set up auto pay to get the promised discount. today, January 2026, a little over 2 months later we got billed another $221. their reason was that we didn't set up the correct type of auto pay (it had to be ach not credit card) - this was never communicated in any of their correspondence. I updated the auto pay to ach right away but they were not going to refund the $221 (they would only refund $48)... so I got a new policy through State Farm with better coverage and for less. I would never deal with American Family Insurance again - based on our experience it is clear they have extremely unethical billing practices.

Very deceptive when you request a quote and signed up with it. I only requested auto coverage and…read moregot a better quote than what I was with right now. It's about $236 per month for one car. So I signed up with them for 6 month and then the 2 month later they raised my price to about $313 a month. I didn't realized and only contact them until my 3rd month in. I called them and they told me, oh we removed your home owner discount and this and that, and another $5 inconvenience fee when not paid in full. (They already raised the price monthly if not paid in 6 month) Like I just want to look for an auto quote and want to be straight up. Not applying discount to make it look nice and being shady. (I ONLY CLICKED ON AUTO POLICY ONLY) this company needs to rework on how to attract their client. I called them again, They said they raised my premium to $286 per month, and they said I had to make up for the first two month, so I think that's how it totaled up to $313 for the last 4 month. Anyways super deceptive!

I called asking about starting a new business, contracts, tax planning, etc., and Mike was SO…read morehelpful. He was kind enough to explain how everything worked and referred me to someone that better suited my specific needs. This showed his altruistic nature, AND he even went as far to show support for my flower business on social media. Thanks Mike! I will be calling back for any questions and needs in the future :)

Mike and his people are the best accountant teams here in Colorado. Would highly recommend Mike and…read morethe Highland Tax group. He was very responsive and started to help us immediately. Advice he provided actually saved us money a few times as we were working with the IRS.

Jerry's been a huge help since I moved to Colorado. I moved to Colorado in 2020 and things got…read moreextremely complex with 2 states and various types of income. Jerry's done a great job understanding everything, making it straightforward to understand and taking a lot of stress away during tax season. Highly recommended to anyone - especially if you have a complicated situation! Fees are reasonable for the service, he also provides some tax guidance as needed.

I found Franklin via word-of-mouth and Jerry provided a consult over the phone. No nonsense,…read morehonest and personable. I look forward to working with him going forward and know I'll be in great hands. Have a complex tax situation? Franklin may be just what you need.

Stopped by the Charles Schwab branch off Platte on a weekday morning to deposit funds into my…read morerecently opened account. Easy paid street parking right out front and a lot across the street. Was greeted immediately by a friendly representative who handled the deposit in just a few minutes. They did have a sign stating they do not accept cash. Would definitely visit this location again if I need any in-person banking.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Ashley P at the Cherry Creek branch is beyond unhelpful. She is rude, impatient, abrupt, and…read moremonosyllabic. This woman should not be the face of a publicly traded organization. If it's important for this once client focused company to maintain her employment, they should consider transferring her a back office where she has no opportunity to display her unacceptable behavior.