Financial Advising in Denver, CO

“My wife and I have been clients of CWG for a few months. From the very first general on-boarding call with Steven, through our Plan roll-out, the many detailed discussions with Jacob, Matthew, and Emily, their level of service and responsiveness, engaging conversations, and delivery of unfamiliar concepts in an easy to understand manner was quite literally second to none!

The process to get from on-boarding to plan roll-out is detailed and completely individualized to your preferred financial goals, regardless of what they may be. We felt as though not a single opportunity was left unevaluated or a question unasked or unanswered. We were extremely impressed by the detail and engaging nature of this process.

We had started down a financial planning process with a larger firm years ago and were unimpressed with the stale, corporate feel...as if we were just a check box towards the quarterly profit sheet. CWG couldn't be farther from that feel. We felt like family. We could and continue feel like they put their focus where it matters: on our financial success.

The only thing I wish we had done differently is to give CWG a call years ago.

In just the few months we've worked with CWG, we've recommended them to countless friends and family because our experience has been so great.

10 out of 5 stars!”

“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.”

“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.”

“Not really understanding how 1031 exchange works, Terri was recommended to me by my Realtor at RedFin. It was an extremely difficult transaction process for me, but thanks to Terri, the transaction went way more smoothly than I initially anticipated. She explained to me in a language I could understand, both Federal and State Laws. None of it made sense to me, but she took the time and explained it to me in layman terms. She took the time to make sure that I understood, which is no easy task. I kept thinking of all the things that could go wrong but everything pretty much worked out as planned (again, thanks to Terri).

I would recommend Terri to anyone considering buying/selling property using a 1031 exchange.”

“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.”

“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.”

“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.”

“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”

“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.”

“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”

“I went into this branch on a very limited timeframe. I connected with Matthew Masterson. HE WAS ABSOLUTELY AMAZING! He went the extra mile, he went above and beyond and had amazing customer service, when I first talked to him I have to be honest I didn’t have much hope (not for any other reason aside from this is corporate, and most people these days don’t go the extra mile). I was pleasantly surprised that he took the information, and followed up the next day, and helped me to try and rectify the situation. He didn’t have to do all that but he did, and I wasn’t very pleasant and I apologize Matthew! Thank you for being a man of your word, and really being about customer service, and helping me when you could’ve just said a timeline is a timeline and kept it moving. If you go here, I 1000000% recommend working with Matthew. He does what he says and says what he does!”