Financial Advising near Aurora, CO

30 locations found near Aurora
View Map

“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! ?????”

4.9 Superb27 Reviews

“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.”

4.6 Superb116 Reviews

“Dechtman Wealth Management has managed our retirement funds for nearly 10 years. We've always felt that our investments were in safe hands. The investment managers do a good job of explaining how investments are made and take into account our "risk tolerance". On several occasions they have shown us how our investments are performing and what is our most likely financial future.They have also given us good advice in other areas of financial management such as determining the best approach to starting Social Security withdrawels.The office staff is quick and courteous in setting up appointments and managing paperwork.It has been a pleasure to work with Dechtman Wealth Management.”

4.8 Superb64 Reviews

“I recently started working with Mike Silva, Adam Way and their team. They have been extremely helpful with all of my financial planning. Their team is incredibly supportive and responsive. They get questions answered very quickly. I have complete confidence in them and know that my financial future is safe with them. I can't recommend them enough. Incredible team”

5 Superb31 Reviews

“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.”

4.9 Superb28 Reviews

“We started working with Dan several months ago after an initial consult left us feeling relieved we finally had someone who cared about our financial stability. After realizing we were in worse shape than we initially thought with our current investments, retirement and life insurance accounts, Dan was able to sit down with us and help us identify and prioritize what changes would be the biggest impact to us. We feel much more at ease knowing Dan is on our side and is working with us. His communication is top notch, and his ability to dumb it down for people who don't really understand what we need to do is comforting. He also sent us several recommendations on other folks to use in various efforts we did, including life insurance, etc etc. Everyone has been fantastic and has helped me relax a little bit compared to a few months ago. Thank you Dan!”

5 Superb22 Reviews

“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.”

4.8 Superb21 Reviews

“We had an incredible experience with Mesa Revenue Partners. Among all the collection agencies I've collaborated with, Mesa Revenue Partners has consistently achieved the highest collection success rate. Their team is always accessible whenever I have doubts or inquiries. Rest assured, you won't be let down by their services!”

5 Superb13 Reviews

“I have been seeing AA Tax and Financial Service over 5 years now. I started as a DIY TurboTax-er. Lori proved to me she could not only submit my taxes more accurately per currently Tax codes (annually changing), but also alleviate my stress...which is already high around tax season.100% worth her offices expertise and professionalism.”

4.3 Superb23 Reviews

“Great money investment managers. Professional and very good at what they have done for me. They follow the Dave Ramsey model and are very good at what they do. Good people.”

5 Superb6 Reviews

“We have been with SHJ for over 30 years. They have guided us through the highs and lows of the financial markets and have provided spot on advise us as we have gone through the various rigors of life. As retirees, we feel confident in our financial future due to the plan and oversite that SHJ has provided.”

5 Superb4 Reviews

“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.”

3.6 Good7 Reviews

“This is primarily a discount online brokerage and they do a fantastic job at it. It is super convenient they have a local office and they are very helpful at the office. This is not a private banking or investment operation with tons of fees and if you are looking for an investment advisor to call you back immediately then I suspect they have one for you to execute your trades and manage your account for a fee just like any other regular brokerage, but otherwise that is not what they do so I don't think it is fair to be so critical of a great online brokerage when most of their online competitors don't even have an office.”

2.8 Average30 Reviews

“I just want to preface this by saying that I have never written a Yelp review, and I hate going to the bank. That said, I love this branch because I love Tamara. She is AMAZING and actually makes you feel like you matter. She also is more helpful anyone else I have ever met. Thank you, Tamara and US Bank!”

3 Average7 Reviews

“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.”

5 Superb1 Reviews

“Smart, professional and courteous. Convenient location, great office with very pleasant staff. The managed fund they have me in has done well and they are very good at clearly defining your goals and matching products to fit. Bonus: 10th floor office has some great views of the city and mountains.”

1 Poor1 Reviews

“Thank you, Chad, for the amazing job you have done for the past 10 years in giving sound advice and in managing our portfolio with impeccable attention to detail!”

0 Na0 Reviews

You May Also Like