Financial Advising near Aurora, CO

“Melissa is just the best! She was so thorough and really helped me maximize my deductions for my direct sale company! Easy.. fast… comfortable top floor office located off a major hwy making it easy to get there! ?????”

“Karim Lababidi has been our rock during this entire process. I cannot say enough good things about this man. There have been so many small details, hiccups, things that have been out of our control; through it all, Karim has been compassionate, informative, and kind. As first-time home buyers, we had no idea what we were getting into, and we never thought it would go as smooth as it has. I have a feeling that the next time my husband and I decide to move, American Financing will be our first choice. If you've gotten Karim as your consultant, you've won the lottery.”

“My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my retirement from an agency with the State of Colorado. What we learned, unfortunately, the hard way, is the cornerstone of aligning our goals/values/needs with a wealth management firm, is communication style.

Dechtman Wealth Management, just moved to 5975 S. Quebec, and they are even more convenient to our house. Yay!

Happiness for us is being treated professionally with respect and appreciation of our unique investment needs. If you feel that you are being treated based upon the amount of investments you are placing into the hands of a firm, you need to strongly consider walking away, with your current balance in hand.

We put Dechtman Wealth Management (DWM) through our checklist (yes, to pass):
fiduciary standard
certifications
firm culture
services offered
fee structure
years in business
national and professional reviews

We cannot say enough about how wonderful our two main contacts are: Sam Dechtman and Christie Kezlan. We talk about our pets, children, grandchildren and other things we have in common. Those conversations have value for us.

Their focus is always on meeting our needs; silly questions, web site questions, forms, apps, what terms mean… No matter the size, shape or color of our issues, they gladly help and guide us forward. That being said, Sam and I do not always view the financial/economic/political world in the same way. I have to remind myself of the goals we set for him. Is/has he met those goals? Yes, consistently and overwhelmingly. Is he a really likable fella? Sure nuff!

Is DWM a perfect fit for everyone, of course not. For us, DWM fits our laid back retirement style, with the added bonus of having our phone calls returned in a timely manner, our silly questions being answered without feeling like we should not ask them, and just the feeling that, regardless of our wealth, we matter.”

“Adam and his team communicate very well and are professional. They are flexible with meeting options and time. Adam is very helpful in helping people understand the fundamentals of finances. Adam is also very personable and works to get to know his clients.”

“My company worked with Jon Milstein with Mesa Revenue Partners. He was friendly helpful and timely. Jon/Mesa were able to collect overpayments to an unresponsive Landlord. It was a large amount due and we will use them again if the need arises. Thank you Jon!”

“Dan is a great advisor and has exceptional investing products to help our family meet our financial goals. He is professional, thoughtful, and treats each investment as his own.

If you schedule an informational meeting, he will listen to your goals, and provide detailed explanations of options for your investments.

I would highly recommend Dan!”

“Debbie Konczak did my taxes for nearly ten years, and she showed an expert command of taxes and was alway professional in our interactions. She, and I assume her colleagues, clearly know what they are doing.”

“John is a very skilled and knowledgeable accountant and very successful in working with IRS matters. I have known John for 11 years now and wouldn't consider working with anyone else for my taxes, taxes for my family and friends. I highly recommend John and his services.”

“Ruthy is amazing! She has helped above and beyond to secure the bond I needed for my business to move forward. She has educated me along the way so that I can responsibly make the best decisions for my busines. Providence Financial is recognized on SBA.gov for businesses seeking bonds. I highly recommend working with their services as they have had my best interests in mind throughout the process, with honesty and non-judgment.”

“I have had the distinct pleasure of collaborating with Brad Conover at SHJ Wealth Advisors for approximately two years. Throughout this time, I have come to appreciate his exceptional expertise and professionalism. Mr. Conover consistently demonstrates the highest level of respect in all interactions and possesses a diverse array of resources that he graciously shares. His communication skills are exemplary, facilitating clear and effective dialogue.

In addition to his analytical acumen, Mr. Conover leads with integrity, honesty, and a genuine commitment to his clients' best interests. I have also had the privilege of working with Karlton Childress, who has provided invaluable guidance during our partnership. Both individuals share a profound dedication to their community and are steadfast in their mission to support and empower their clients.

I have never hesitated to ask questions, as they foster an open and welcoming environment for inquiry. Their pride in their accomplishments is evident, and I wholeheartedly recommend their services to anyone seeking to achieve substantial success in their financial endeavors.”

“Hamsher Wealth Management is a great company to work with! They care, have a heart and treat people with respect, while maintaining business along with great results! Their integrity is bar none and will guide you along your financial journey to help you reach your goals! Gotta love companies that remember that you are THE customer/client and are looking out for you, a very nice partnership!When it comes to working with someone who is handling such sensitive parts of life, I am glad Hamsher is here for me. I highly recommend them!”

“I've been coming here for over twenty years and absolutely love the quality of their taxes services combined with their top-notch professionalism and perpetual friendliness. I could not recommend AA Tax more!”

“LT has been great to work with and they have been very responsive to our needs. I would highly recommend working with them. Their team is knowledgable and professional.”

“I was in the E. Belleview branch twice this week to do some things for my father. When it comes to understanding financial information and filling out forms I get completely overwhelmed. Ashley Cox and Aaron at this location were so nice and so helpful it was amazing. They are wonderful, kind, caring and sincere and it is refreshing these days to find that. I am a firm believer in recognizing someone when they do a great job and both of them did a fabulous job.”

“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”