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“I highly recommend Marc to anyone looking for a financial planner who takes the time to listen, communicates clearly, and provides thoughtful guidance throughout the planning process. I also want to recognize Alexandra for her excellent support—the technology walkthrough she provided made the setup process simple and helped me feel confident about the next steps.”
“Not really understanding how 1031 exchange works, Terri was recommended to me by my Realtor at RedFin. It was an extremely difficult transaction process for me, but thanks to Terri, the transaction went way more smoothly than I initially anticipated. She explained to me in a language I could understand, both Federal and State Laws. None of it made sense to me, but she took the time and explained it to me in layman terms. She took the time to make sure that I understood, which is no easy task. I kept thinking of all the things that could go wrong but everything pretty much worked out as planned (again, thanks to Terri).
I would recommend Terri to anyone considering buying/selling property using a 1031 exchange.”
“JoAnn and Colette are fabulous! Their friendly, practical approach is backed by education, knowledge and skill. The fiduciary hat looks great on them! I highly recommend JHAdvisors.”
“We have been supported and served by Paragon for 30 years. The hand off between our tenured advisor / co founder ,who retired, to our new advisor / partner was seamless and impressive. The value is exceptional in every way. Outstanding insights and counsel and proactive care. Highly endorsed and recommended!! Congrats to Shaun Williams , and Team Paragon.”
8:30AM - 5PM
281 E Flatiron Crossing Dr, Broomfield
Investing
“We recently moved my parents investments from Edward Jones to Fidelity and received great support from our financial advisor Keven Coe in Broomfield, CO. There were several issues to manage through and he stuck with us until everything was resolved. What I appreciated most is that he listened to what we wanted to do then guided us in that direction instead of pushing any type of standard corporate agenda. His level of expertise and customer service increased my confidence in Fidelity as an organization.”
“I’ll start by saying I hate that you have to complete paperwork and wait x amount of business days to open a custodial account. I worked with Matthew M and I also worked with Megan (she was on the 1800 number) and I don’t know her last name. But it gave me hope in customer service again, they both went above and beyond to help me in creating a custodial account for my kids. I will be forever grateful! Thank you Megan and Matthew for being awesome and your job, you can tell that you enjoy it, and go the extra mile to help when you don’t have to. THANK YOU”
8AM - 12PM
799 US-287 e, Broomfield
Investing
“Nancy Clark has guided our family to make the best financial planning decisions . We have made money with her advice. Her staff is professional, and helpful as well. My review is based upon 20 years of working with her - not one visit. I notice that the previous review was made three weeks ago during COVID .”
“I went into this branch on a very limited timeframe. I connected with Matthew Masterson. HE WAS ABSOLUTELY AMAZING! He went the extra mile, he went above and beyond and had amazing customer service, when I first talked to him I have to be honest I didn’t have much hope (not for any other reason aside from this is corporate, and most people these days don’t go the extra mile). I was pleasantly surprised that he took the information, and followed up the next day, and helped me to try and rectify the situation. He didn’t have to do all that but he did, and I wasn’t very pleasant and I apologize Matthew! Thank you for being a man of your word, and really being about customer service, and helping me when you could’ve just said a timeline is a timeline and kept it moving. If you go here, I 1000000% recommend working with Matthew. He does what he says and says what he does!”
“Alex M was super helpful and friendly. He was really knowledgeable and confident which made me feel confident in this company! Alex helped me understand how to protect my money in the current market situation.”
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“Took my grandpa’s old coin collection over to Jeff and he immediately appraised it and bought for cash. Super friendly, knowledgeable, and quick service. I would recommend for anyone looking to sell old coins or antiques!”