Investing in Colorado Springs, CO

5 locations found near Colorado Springs

“We have been working with our investment advisors, Beecher and Jimmy, at Integrity Wealth Advisors for several years. Because we live out of state and travel often, we fully appreciate their ability to manage our assets wherever we are. They truly listen to our concerns and goals and respond quickly to our calls and emails. They are always prepared for every meeting, whether in person or over Zoom and give us updated information and reassurance that are financial plan is on track. We find this office to be professional, highly capable and strongly recommend them.
John and Deb Grafmiller”

4.9 Superb38 Reviews

“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 hate the parking situation for this building but I've had nothing but great experiences every time I've gone to this location. Friendly, professional, and very knowledgeable staff. I have taken a free financial class here and I learned a whole lot about investing, retirement accounts, and what products the company offers. Through asking questions and doing further research I went ahead and moved my retirement account to schwab and have been very happy with that decision.”

4.6 Superb15 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”

2.5 Average8 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.”

2 Poor7 Reviews

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