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.

I have worked with Dimov Tax Services for a couple of years now and find them to be helpful,…read moreresponsive and professional. I'll continue to use them in the future. They have proven to be a great partner.

Just awful. In my opinion, they seem to be running some weird scam there the "consult" is just an…read more"introduction to the practice" and you cannot talk to them about your actual case until you are paying them. That's not a free consult sorry. Btw, they claim they are in Denver but their "office" address is a we work type place. AVOID.

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.

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 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 was referred to Mike Wallen through a friend. At our first…read moremeeting Mike put my mind at ease. Trying to work with the IRS on your own is a painful experience. Mike and Ron were able to turn my tax situation around for me, and were able to get the IRS to accept an Offer in Compromise for my past debt. They are both great to work with!! I highly recommend Highland Tax Group. Let them do for you what they did for me!!

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 :)

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.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

Gene almy is rude and a poor invester. In 6 mo. He made me 12% the S&p made 11%. Ok but when i…read moreasked what my partner made it was 23% ok but the rude guy almy laughed and laughed ...the Rudest unprofessional person and the supervisor has yet to respond after a week. The reviews on yelp for schwab are only 1 star. They record all calls and give you small talk and make jokes and you pay about $800 for this abusive so called professional outfit. They are secretive..no direct number or no answer too busy Try calling and you get refered to a wrong numbers or if lucky 48hr. Call back ....48hrs its not untill after the weekend? And the supervisior wants to get ME another edvisor? Just sweep it under the rug no accountability. I want a letter of apology and a phone call but it has not happened for him LAUGHING AT ME.