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“Karim Lababidi has been our rock during this entire process. I cannot say enough good things about this man. There have been so many small details, hiccups, things that have been out of our control; through it all, Karim has been compassionate, informative, and kind. As first-time home buyers, we had no idea what we were getting into, and we never thought it would go as smooth as it has. I have a feeling that the next time my husband and I decide to move, American Financing will be our first choice. If you've gotten Karim as your consultant, you've won the lottery.”
“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.”
7:30AM - 4:30PM
1805 Shea Center Dr Suite 420, Highlands Ranch
Financial Advising
“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!”
“I don’t know where to start except Nick has been a life saver, after starting our business, we enlisted an accountant, who almost took us under, we quickly found Zimmerman financial. Nick came our accountant, our business has been a breeze ever since, he takes care of everything for us at a very fair price we are so grateful for Zimmerman financial, if you are just starting out a business or even have been doing it for a very long time I would highly recommend Zimmerman financial it is honestly one of the best things that is happened to our startup company. Thanks Nick!”
“Melissa is just the best! She was so thorough and really helped me maximize my deductions for my direct sale company! Easy.. fast… comfortable top floor office located off a major hwy making it easy to get there! ?????”
“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.”
“It is a pleasure to work with DSB. Always professional, on time, and I don't really spend much time at all with them on the phone or email. My books just get done each month and at a rate I can absolutely live with. All things that lead to a quality company and great services. I'd recommend them to friends and family or colleagues any time.”
“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!”
“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.”
“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.”
“Hamsher Wealth Management is a great company to work with! They care, have a heart and treat people with respect, while maintaining business along with great results! Their integrity is bar none and will guide you along your financial journey to help you reach your goals! Gotta love companies that remember that you are THE customer/client and are looking out for you, a very nice partnership!When it comes to working with someone who is handling such sensitive parts of life, I am glad Hamsher is here for me. I highly recommend them!”
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.”
“This review is for Haylie. In and out in 10 mins tops! Was able to help me step-by-step through everything I needed. Fastest service and great attention. Super friendly too! Very happy with my visit and definitely a recommendation.”
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“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!”