Investing in Colorado Springs, CO

5 locations found near Colorado Springs
View Map

“Fantastic group of advisors. They also cater to nonprofits, halving their usual fee and acting as caretakers of our funds. They are available, communicative, and responsive to any concerns or advice we seek. Couldn't be happier.”

5 Superb13 Reviews

“I met with PJ Musilli of Edward Jones recently to discuss retirement planning. PJ was responsive (called me back right away), personable (asked me about what I like to do and then shared some of his personal life with me too), a good listener (asked me what my goals were, took notes), and thoughtful in terms of what was going to be best for me going forward after he heard my story (wasn't pushy or self-serving). He spent two hours of his time with me - at no charge - to go over my finances and give me some preliminary counseling. Using two computer screens and turning one towards me so that I could participate in the process was super helpful. PJ assessed my financial status in terms of being able to retire at certain points in time. He also described the different ways we could work together if I hired him: I could make the investment choices, we could work together to make the choices, or he could make all the investment decisions for me. I thought that was a good initial indicator that PJ strives to be transparent and manage his business relationships with integrity. At the end of my appointment with PJ, we both realized it wasn't the right time to establish a business relationship. However, I left his office with some very definite ideas about how to move forward with planning and savings. I have PJ's business card and I would not hesitate to recommend him to others. Great guy. Kind. Patient. Knowledgeable. Considerate. Helpful. 5 stars.”

5 Superb11 Reviews

“Integrity Wealth Advisors shines brightly in the financial advisory landscape, with Larry leading the team by exemplifying a steadfast commitment to excellence. My experience with Integrity Wealth Advisors and Larry has been nothing short of extraordinary, with their unparalleled dedication to providing top-tier financial guidance and exceptional service setting them apart in the industry.Larry's commitment to excellence is palpable in every interaction. From the first consultation to ongoing support, Larry approaches each client relationship with a blend of expertise, integrity, and a genuine desire to prioritize the client's financial well-being above all else. His deep knowledge, strategic mindset, and unwavering dedication to client success make him a true standout in the field of wealth advisory.The ethos of Integrity Wealth Advisors is built on a foundation of trust, transparency, and client-centric service. The team's ability to tailor financial strategies to meet each client's unique goals and aspirations is truly commendable. Larry's personalized approach ensures that every client receives guidance that is not only comprehensive and sound but also aligned with their individual financial objectives.The culture at Integrity Wealth Advisors fosters a collaborative and supportive environment where clients are treated like family. The team's professionalism, attention to detail, and proactive communication create a sense of confidence and assurance that your financial future is in capable hands.Larry's commitment to excellence is evident in the results his clients achieve. Whether you are planning for retirement, wealth preservation, or growth strategies, Integrity Wealth Advisors provides comprehensive solutions that prioritize your financial success and peace of mind.In conclusion, Integrity Wealth Advisors, under Larry's leadership, epitomizes a standard of excellence in financial advisory services. For individuals and families seeking a trusted partner to navigate the complexities of wealth management with integrity, expertise, and a personal touch, I wholeheartedly recommend Integrity Wealth Advisors. Thank you, Larry, for your unwavering commitment to excellence and for guiding clients towards financial prosperity with integrity and care.”

4.4 Superb7 Reviews

“It came to me as a surprise after being reaped off by all those so called expert traders online I finally met with a very skilled and experienced trader who knows how to generate huge profit under a given week. I made my withdrawal of $6100 after my first 7 days of trading with the little minimum investment of $500. I’m so happy Mrs Victoria crypto, Thank you for your good works and for never failing the trust I have on you. You too can contact her, she will make you smile Email: [email protected] WhatsAp +13153028202”

3.8 Good9 Reviews

“This is not much a review but more so a response to Karen R who gave Merrill Lynch at this location a 1 star rating. First of all, if Karen actually had a relationship with Merrill Lynch, she would have had her own dedicated Advisor at this location who would take care of the IRA distribution for her. All she would need to do is sign a distribution form or get on the phone with a Client Associate (the Advisor's assistant) for a verbal recording and she would get her distribution check within a week. The fact that Karen had to contact a general customer service number for this request and got different answers everytime was clear indication that she must have had an account at Merrill Edge which is an entirely different division than Merrill Lynch. The Advisors at Merrill Lynch work with a specific group of their own clients and only have access to their own clients' accounts so if a random client called in to request service, these Advisors would have no way to accommodate. Long story short, it's unfair to call out an entire company if Karen R. couldn't even tell where her money is at.”

3 Average4 Reviews

Related Categories

You May Also Like