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.

very poor customer service today at broomfield location they should have let me use a phone trying…read moreto buy $NVDL $43 a share but can't get voice verified. Broomfield Fidelity should have let me use a phone you get an F for customer service today. You say to call but courtesy phone here is iffy.. In the past this location has accused me of not having a fidelity account and they remember that I went back with id tis is discriminations because i'm Asperger bipolar gave they 3 stars before I went back with a print out of my driver's license. do not do 2 step verification it makes account unsafe and is false since of protection easier for hackers to do 2 step then websurf like me.

I've dropped into this location on two occasions without an appointment. Both times I was greeted…read morekindly and was assisted by the employees. With their Monday-Friday hours only it can be challenging to make it in (the phone agents at their 1-800 number are however excellent). On my most recent visit I used the self service kiosk to make some account updates. I waited in line to speak with an Agent at the front desk. Before I could make my way up to the desk (I was 1st in the queue) an employee came over to ask if they could help me. Together we returned to the self service kiosk and I proceeded to ask a few questions, make some needed updates and learn about my options. I will definitely be back.

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!

Straight forward, honest talk to help you make clean financial decisions.read more

From the owner: We want you to thrive. Which is why our financial philosophy is based on time-tested biblical…read moreprinciples of financial stewardship. Does that mean you have to be a Christian to be our client? Absolutely not! But we know values are important, so we want you to know ours.

Saenz Financial Services is FANTASTIC! (I know, strange thing to say about accounting services, but…read moreit's true.) They turned me, a nightmare client, with a personal return, a small business return and a shoe box full of intermixed receipts into a well-organized machine. Not only have I seen a year-over-year return maximizing my deductions, but they've also helped me with my bookkeeping and investment strategy. No more waiting until the last minute. I actually look forward to tax time now! I highly recommend Clark and his crew.

From the owner: The practice of Charlene K. Morton, CPA, has been a mainstay in the North Denver for over 30 years…read more In 2012, she retired, and turned the reins over to her long-time employee, Clark Saenz. He added her clientele into his own growing practice, and is carrying on the good (but different) name, in the same office, and with the same great employees. In addition to that, Clark had a 20 year career in corporate finance and accounting. Most recently, he was the Manager of Finance and Controlling for Vestas Wind Systems. Prior to that, he held financial manager and/or controller roles for Sun Microsystems and Motorola. Those were exciting times, and a lot of fun, but nothing compares to serving the world's greatest clients.

If I could give Kent Zeidman 10 negative stars, I would…read more My Mother invested all her funds with Ameriprise and Kent was her financial advisor.If he was any kind of professional, he would have advised her never to allow one person to manage every penny of your life savings. Everyone knows that. After my Mother died, Kent would not pay the bills for my Fathers care in an Alzheimer's Facility and he did not pay his Kaiser Insurance Premiums, so his Health Insurance Policy was cancelled and the Alzheimer's Facility was communicating to myself and my family the severity of the delinquent account that was months past due. We quickly found a trustee and when Kent got around to turning over the funds to her, she paid all the delinquent bills and Kaiser was understanding enough to reinstate my fathers insurance. My Mother had communicated to Kent that he was welcome to go to my Fathers cabin and fish. Since he thinks he is so deserving he not only took her up on her offer, but was there almost every weekend with his sons and wife and a few of his buddies as well. He took the boat out without any consideration for my family and not once did I hear a thank you from him. My Mother was nice to offer this, but as a professional it makes him look pretty bad taking advantage of a family who is paying good money to manage funds. I have no respect for this unprofessional, unethical thing. Do not allow him to manage any of your assets. I am hiring a CPA to audit his performance in order to determine my Fathers total loses due to this idiots incompetence.

A gold and silver shop offered me 560.00 for my silver...after shopping around and being referred…read morehere...these gentlemen hmgave me 720.00...i highly recommend this shop!!!

I enjoyed visiting the store A lot of interesting items To see good prices. And also wanna thank…read moreJeff for donating to the Arvada West Senior High School for our Instrumental music department these items will help support our students music. Yvonne

Dana has worked with us on our investment portfolio and we feel that he's extremely knowledgeable,…read morecapable and he really has the interest of his clients as his top priority. Dana helped us to roll over our 401K from a prior employer, and we were able to structure a good, conservative plan for this section of our portfolio to take that old money and get it working again. Coupled with the other sections of our portfolio, we are now well diversified in our retirement plan, and we have some additional plans that allow us to be a more aggressive with our strategy. If you're in the Westminster, CO area, and you are looking for a financial advisor, I would recommend that you contact Dana at Edward Jones, you will be very happy with his level of service and his refreshing approach.