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7:30AM - 4:30PM
1805 Shea Center Dr Suite 420, Highlands Ranch
Investing
“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!”
9AM - 5PM
3033 S Parker Rd Suite 602, Aurora
Investing
“Core Strategy with Scott M has been an incredible experience. I feel confident I will improve my trading and create more income. Lots of participation and great interaction.”
7:30AM - 4PM
1899 W Littleton Blvd, Littleton
Investing
“I used to live abroad, and when I came back to Colorado after 20 years of working for an American company overseas, I was not able to refinance one of my properties with any traditional lender because I did not have a W-2 job even though my credit score was over 800, and I had 4 properties generating income. A friend recommended us to Tri-State Mortgage and Frank put together a special package deal. We refinanced the property, and we were able to buy a fourplex in Texas. I felt very lucky to find Tri-State Mortgage after looking around for several months. The transaction was simple and smooth. Now, if we are in need to finance a property, I always reach out to Tri-State.”
7:30AM - 5PM
5975 S Quebec St #330, Centennial
Investing
“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.”
“Amazing service. Didn’t know I had options other than 401k or IRA. My advisor Robert M. Did an amazing job explaining my options for investments. Highly recommend this firm.”
“Metro Collections has been great to work with. They’ve been professional, responsive, and very cooperative in helping us work through a complex situation. We value their partnership and highly recommend them.”
“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.”
“Great experience start to finish, I recently went in to Canvas to start a new business account, I met with Austin who is super friendly and understanding of what is needed. Super simple set up process and very easy to navigate web/mobile versions of their app once the account is going!
Austin also helped me set up another account, and again, very on top of it and made the process super simple.”
“I have invested in a couple offerings with Vukota. What I like most about them is they aren't a flashy investment firm. What counts is there returns. I feel they do there best to maximize them for all their investors wether there small or large. Thank you to the team at Vukota for doing what you say will do!”
Investing
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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!”