Financial Advising near Aurora, CO

13 locations found near Aurora

“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! ?????”

5 Superb15 Reviews

“Thank you Scott Corona for your time and attention during the loan process your knowledge and efforts are greatly appreciated. I will recommend you by name. American Financing gets five stars and Scott gets six stars, Thank you”

4.8 Superb330 Reviews

“Finding a financial advisor can be overwhelming. You are hiring someone to manage your money and your future. Make sure you get it right! We are so thankful we found the Dechtman team to help with our financial needs. We were basically “financial 5th graders” when we connected with Sam at Dechtman Wealth Management. Sam has been able to help us navigate our financial future as we plot the trek into retirement. Each phone call and office visit, we have been met with a timely and kind response. The office staff are very knowledgeable and have been able to help us along the way with our needs. Dechtman operates as a fiduciary, keeping your best interest in mind, while managing your funds. They are upfront with costs and ability to oversee funds, to determine if they are right for you and your financial needs. The process of beginning may seem intimidating, but the team is alongside you to get everything set up and in order. They are very good at checking in with clients, and they do periodic zoom calls to update us on current situations going on in the economic world around us. Our family would highly recommend Dechtman Wealth Management. Sam has answered all questions, even those that seem simple, he has a way to explain it in terms that are understandable. We’ve been able to utilize his expertise for our financial picture and in only a few months time, we have already made significant financial improvement. It’s never too early to start saving, and it’s never too late! Start now! Check out Dechtman Wealth and see where your financial picture stands. Set up a free consultation with Sam now, and let the professionals manage/protect/grow your nest-egg. Unless you yourself are a financial expert, you will SAVE money by paying Dechtman Wealth Management to manage your financial future!”

4.9 Superb100 Reviews

“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.”

4.9 Superb74 Reviews

“Fantastic speedy results. They took the headache completely away and allowed us to focus on our day to day operations. Would highly recommend them as a great resource if looking to partner with a collections team.”

4.9 Superb51 Reviews

“Having been through 3 bad advisors in the last 5 years - Dan has been like a godsend. His strategy is solid. Being able to work through financials goals across everything from college, retirement, 401k contributions and much more is incredible.

At every step Dan has been very patient and always available. I highly recommend that you look him up and give him a chance to help you reach your goals.”

5 Superb32 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 Superb14 Reviews

“We have been with SHJ since 2004 and have been completely happy with their services for many reasons. We initially interviewed three other financial investment firms. There was no question that SHJ was the far superior choice for us. They are extremely proficient, skilled and experienced as well as great people to work with. They take the stress, fear and anxiety out of retirement planning. We've been very happy with their financial expertise.”

5 Superb9 Reviews

“Mario Rodriguez manager at Yaris tax services helped us out with a mess we had from a previous tax guy and oh boy am I happy finally getting a refund that sound way more fair than all my previous taxes there friendly and honest totally recommend y’all to give them a shot”

5 Superb13 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.”

3.3 Good32 Reviews

“I've been working with AA Tax for over 20 years. They do an excellent job and their tax reports are clear, easy to read and professionally printed. They are very patient with my questions and respond within 48 hours or sooner. Lori has done my taxes when I worked for various organizations: a corporation, later when I was a 1099, and now that I'm doing a little of both. I have worked with multiple accountants before Lori, that always came up short - either on accuracy or customer service.

Not only are they accurate, but they are a delight to work with! There are few organizations that meet the high quality standards of AA Tax.”

3.8 Good19 Reviews

“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.”

3.3 Good7 Reviews

“We were fortunate to speak with Rep. Jared Page in assisting us on transferring funds from a Schwab
retirement account.
He was outstanding in giving us the proper steps to do it today.
His knowledge and patience is wonderful and Schwab is fortunate to have employees like him. Thank you sir.
Sandy and Carol McGee
McKinney Texas”

2.9 Average42 Reviews