Financial Advising near Lafayette, CO
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10 locations found near Lafayette
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2590 Trailridge Drive East Suite 101, Lafayette CO 80026
“Danielle is very knowledgeable, trustworthy, and explains things very clearly. Thanks to her attentive eye, my retirement account is one less thing for me to worry about!”
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1070 West Century Drive, Louisville CO 80027
“We have continued to have great customer service with ND Trust Company now for 20 years. Our latest transaction was a sale of a property, that was a seamless process. Major kudos to Lori Johnson and all her help! Thank you.”
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11001 West 120th Avenue Suite 100, Broomfield CO 80021
“AdvisorLaw took care of my regulatory concerns, including managing my compliance calendar and checklists. Their thorough knowledge and understanding of federal and state regulations was a low-cost, low-anxiety remedy for my uncertainty about my obligations as new chief compliance officer after my partner passed away suddenly. In addition, AdvisorLaw was instrumental in determining the direction of our firm, as far as succession to my children.”
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10900 Dover St, Westminster CO 80021
“Working with Phoenix Financial Tax Group has been one of the greatest blessings for our small, family-owned business. My husband and I truly cannot say enough positive things about this team. Before finding them, we were overwhelmed, behind, and honestly unsure how to get fully back on track with our taxes and financial organization. If it wasn’t for them, we would be utterly and completely lost. From the very beginning, Greg, Matt, and Aaron have been nothing short of phenomenal. They are incredibly professional, patient, and unbelievably easy to work with. They stepped in, guided us through every step, and made sure we finally felt organized and supported, something that felt impossible before we found them. What we appreciate most is how hands-on and thorough they are. They don’t just tell you what needs to be done; they actually walk with you through it. They explain everything clearly, answer every question, and they make sure every payment, deadline, and detail is handled properly. They literally hold our hand through the entire process, and that is exactly what we needed to be able to focus on running our HVAC company and taking care of our team and customers. Because of Phoenix Tax Group, we can finally breathe again. We’re back on track, we’re confident, and we have a trusted team we know we can rely on. If you’re a small business owner looking for real support, guidance, and a team that treats you like family, do not hesitate to work with Phoenix Tax Group. We are beyond grateful for everything they’ve done for us. Thank you, Greg, Matt, and Aaron, you’ve truly been a godsend to our family and our business. ??”
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11001 West 120th Avenue Suite 200, Broomfield CO 80021
“Omni Tax Solutions has been a reliable tax advocate and provides impeccable services for our small business. From day one you are assigned to a team that is very responsive and gives clear guidance in navigating various complicated issues with the IRS. I highly recommend Omni for your tax consulting needs!”
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9101 Harlan Street Suite 135, Westminster CO 80031
“Teresa is incredible, as a small business owner I have lots of questions and need a lot of guidance. After having 2 dead beat CPA firms that I lost a lot of money too she has truly been a godsend to me, my husband and to my business. Thank you if I could give her more stars I would.”
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550 Thornton Pkwy #182b, Thornton CO 80229
“Dasan helped me navigate the extremely frustrating process of trying to get financed for a new vehicle. I was on the verge of tears all day. He answered my questions and responded quickly throughout the day so I knew what was happening. Thank you again!”
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799 US-287 East, Broomfield CO 80020
“Nancy Clark has guided our family to make the best financial planning decisions . We have made money with her advice. Her staff is professional, and helpful as well. My review is based upon 20 years of working with her - not one visit. I notice that the previous review was made three weeks ago during COVID .”
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281 East Flatiron Crossing Drive, Broomfield CO 80021
“I was here to set up a Roth account, and the whole process was so simple quick and kind. The staff was fantastic and willing to help. Specifically one staff member that helped me out was Thomas S He should definitely get a raise.”
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1499 West 121st Avenue Suite 300, Westminster CO 80234
“I’ve had the pleasure of working with Desiree Dallas at National Credit Care. Not only is she a knockout professional at her position but she has been so kind and patient with me since the loss of my husband and all the banking details I have had to deal with. She’s a shining star and a real human. And my credit score went from nonexistent to stellar! Thank you so much to Desiree and NCC.”
