{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“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”
“My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my retirement from an agency with the State of Colorado. What we learned, unfortunately, the hard way, is the cornerstone of aligning our goals/values/needs with a wealth management firm, is communication style.
Dechtman Wealth Management, just moved to 5975 S. Quebec, and they are even more convenient to our house. Yay!
Happiness for us is being treated professionally with respect and appreciation of our unique investment needs. If you feel that you are being treated based upon the amount of investments you are placing into the hands of a firm, you need to strongly consider walking away, with your current balance in hand.
We put Dechtman Wealth Management (DWM) through our checklist (yes, to pass):
fiduciary standard
certifications
firm culture
services offered
fee structure
years in business
national and professional reviews
We cannot say enough about how wonderful our two main contacts are: Sam Dechtman and Christie Kezlan. We talk about our pets, children, grandchildren and other things we have in common. Those conversations have value for us.
Their focus is always on meeting our needs; silly questions, web site questions, forms, apps, what terms mean… No matter the size, shape or color of our issues, they gladly help and guide us forward. That being said, Sam and I do not always view the financial/economic/political world in the same way. I have to remind myself of the goals we set for him. Is/has he met those goals? Yes, consistently and overwhelmingly. Is he a really likable fella? Sure nuff!
Is DWM a perfect fit for everyone, of course not. For us, DWM fits our laid back retirement style, with the added bonus of having our phone calls returned in a timely manner, our silly questions being answered without feeling like we should not ask them, and just the feeling that, regardless of our wealth, we matter.”
“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.”
“I first invested a large portion of my 401K money with David & Eric in 2015. After I retired in 2018 I then took a lump sum payout on my pension and rolled it into my 401K which I then transferred all of it in with my previous investment with them. They had us fill out a retirement budget and we then sat down with them and it was slightly higher percentage wise than they suggested but they went with it. They also suggested that I hold off on taking SS until I was 70 which I have done. My wife & I have lived and vacationed on that investment for 5 years and it has only cost us $16,000 per year! They have managed our money through the up's & downs of the markets and have done an excellent job! I will have to say that they are conservative with their expectations and then over deliver! I would highly recommend them to anyone as they have done very well for me!”
“My company worked with Jon Milstein with Mesa Revenue Partners. He was friendly helpful and timely. Jon/Mesa were able to collect overpayments to an unresponsive Landlord. It was a large amount due and we will use them again if the need arises. Thank you Jon!”
“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.”
“JoAnn and Colette are fabulous! Their friendly, practical approach is backed by education, knowledge and skill. The fiduciary hat looks great on them! I highly recommend JHAdvisors.”
“I contacted them twice - once on their web site then left a message. No reply. This is one action that is a no brainer and they could not do it.I was contacted by Mr Baker and look forward to meeting with him.”
“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.”
“Excellent professional consulting service. Emmanuel skillfully walked me through the business opportunities and realities that gave us valuable information to run our business with. Great experience!”
“I have had the distinct pleasure of collaborating with Brad Conover at SHJ Wealth Advisors for approximately two years. Throughout this time, I have come to appreciate his exceptional expertise and professionalism. Mr. Conover consistently demonstrates the highest level of respect in all interactions and possesses a diverse array of resources that he graciously shares. His communication skills are exemplary, facilitating clear and effective dialogue.
In addition to his analytical acumen, Mr. Conover leads with integrity, honesty, and a genuine commitment to his clients' best interests. I have also had the privilege of working with Karlton Childress, who has provided invaluable guidance during our partnership. Both individuals share a profound dedication to their community and are steadfast in their mission to support and empower their clients.
I have never hesitated to ask questions, as they foster an open and welcoming environment for inquiry. Their pride in their accomplishments is evident, and I wholeheartedly recommend their services to anyone seeking to achieve substantial success in their financial endeavors.”
“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.”
“I've been coming here for over twenty years and absolutely love the quality of their taxes services combined with their top-notch professionalism and perpetual friendliness. I could not recommend AA Tax more!”
7:30AM - 5PM
5975 S Quebec St #330, Centennial
Financial Advising
“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.”
“The Arvada Branch of Independent Bank is a small branch with big personality. All the employees here are friendly, courteous and always ready to be helpful. I give credit to the manager, Andrew Lozoya, who is always extremely helpful, regardless of the request.”
“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.”
“I’ll start by saying I hate that you have to complete paperwork and wait x amount of business days to open a custodial account. I worked with Matthew M and I also worked with Megan (she was on the 1800 number) and I don’t know her last name. But it gave me hope in customer service again, they both went above and beyond to help me in creating a custodial account for my kids. I will be forever grateful! Thank you Megan and Matthew for being awesome and your job, you can tell that you enjoy it, and go the extra mile to help when you don’t have to. THANK YOU”
“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!”
“Courtney Sackett is truly a MVP! This review is a year late but my mom transferred her accounts from another institution to Schwab and Courtney couldn't have been more pleasant, knowledgeable, none judgmental. After she got my mom set up Courtney even helped me set up a account and helped me understand how it works. If you are looking to open an account, have questions or just want someone who won't leave you feeling icky ask for Courtney!”
“I just wanted to say that I've banked here going on two years and I do not have any complaints. The tellers have always been very kind to me. I like this bank more than any others I tried in the past. I plan on staying at this particular bank, and if I ever move I know I can find a WF bank anywhere!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“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.”