Working with Sarah ultimately led to an invaluable feeling of ease and security for our future…read more My wife and I worked with Sarah for 8 months and we accomplished so much! Our goals were to learn more about our options and get those options organized to be able to make smart choices to be prepared for our short term goal of moving out of the country with an eye on the long term goal of having a financially secure future. If we had remained in the US we would be lifetime clients! Sarah took time to get to know us and understand our goals and approached us in what I would describe as a holistic approach that was welcoming, understanding, and came with a great deal of knowledge, guidance, and organization. Working with Sarah is an amazing experience and I believe one of the best choices you will make for your future!

Independent, fee only, fiduciary planner?! Five stars from me all day long! More advisors like this…read moreare needed, here!

Ryan is different from all other financial planners I have met, he actually listens. He then gives…read moreyou outstanding advice based on what you want and what he thinks might best get you there. My portfolio has grown under his knowledge and oversight. Cannot recommend him enough.

Atlas Capital Management has reviewed and provided valuable recommendations to us for our…read moreinvestment portfolio. In conjunction with their Wealth Trace retirement planning software which we have utilized for over a year now and find it to be a very helpful and effective planning tool, Atlas has provided us with long term recommendations which include dividend stocks and low cost mutual funds. Doug Carey, after taking the time to understand our risk tolerance levels, has provided us with excellent long range recommendations. The ability to track portfolio performance with Wealth Trace combined with Atlas' understanding of our overall finances, retirement planning timeframe and asset mix has provided us with comfort as we approach retirement. Jack O'H Greendell, NJ

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!

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

Brad is competent and friendly. He is great to work with because of his clear vision about helping…read moreretirees manage the financial risks they face in retirement. His process makes it simple and easy for clients to understand how they can improve their financial situation to give them the greatest chance of success in retirement. You'll benefit in working with him and his team and will enjoy doing so along the way. Marc Carlson 1/17/2020

From the owner: BG5 Financial is a Longmont based financial advisory firm dedicated to helping current (or…read moresoon-to-be) retirees make the most of their retirement by reducing taxes, investing smarter, and making sure they don't run out of money in retirement. We've created a process (P2P Process) to help you evaluate our firm by showing you exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg. Call or visit our website today to schedule your initial phone call!

Absolutely one of the most caring and brilliant people I know! This woman has helped me resolve so…read moremany issues related to my finances AND has me on track for retirement! No small accomplishment:-)

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Kevin has been an amazing financial advisor for my husband and I. He has provided excellent…read moreguidance and has helped us properly plan to reach our financial goals. Can't thank him enough for all of his hard work and dedication!

Where to begin? Frustrated from a past of speaking with other financial planners -- all of which…read moremade me feel bogged down and like I wasn't living up to their standards, I agreed to sit down with Peter at InSight to take a look at my small business past, as well as my path forward. In sixty minutes, Peter not only gave me a better outlook on my business, but uncovered massive deductions I hadn't been covering and claiming -- way more than I ever knew were possible. Additionally, he informed me about applying for a PPP loan, which has uncovered a world of difference for my business financially. Even after speaking with multiple other planners, I was certain I was taking every deduction I possibly could each and every year. I walked in thinking I would prove to myself again that I was doing all that I could already. Come to find out, Peter helped me realize I was claiming only about 40% of what I ultimately could be. He also helped my partner and I uncover some additional ways we could collectively save money in our lives as well. If you are willing to spend an hour of your time understanding how you can save tens, if not hundreds of thousands of dollars of dollars per year in your life and business, do yourself the favor and schedule a meeting!