Investing near Lone Tree, CO

“Went to Lone Tree office after being locked out of my account (3 wrong pins) and another problem. Was assisted by Taylor M. Very impressed with the way she handled and resolved my issues.”

“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.”

“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!”

“Always a friendly face to help when I arrive. There is hardly ever a time when I have to wait. The entire staff is knowledgeable and willing to go above and beyond to help.”

“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.”

“I have worked with Robert Mutch on numerous transactions over the years, and he has been an incredible resource for both myself and my clients when it comes to 1031 exchanges and specialized tax matters.

Robert is extremely knowledgeable, responsive, and professional. He has a great ability to explain complex tax strategies in a way that clients can easily understand, which gives them confidence during important financial decisions. His attention to detail and proactive communication consistently help transactions move smoothly and efficiently.

I truly appreciate the level of care and expertise he brings to every situation. If you are looking for someone who understands 1031 exchanges and specialized tax planning at a high level, I would highly recommend Robert Mutch.”

“I had the pleasure to work with Stephanie, George, and the Marathon team for several years. They are kind, personable, knowledgeable, and open to supporting regular people who are just starting out on a journey to save for retirement, a first home purchase, a family, etc. I was always treated respectfully by this team and I appreciated their commitment to financial education. I know they also do a ton of good in the community and support non-profit employees. Overall, I highly recommend their services. Stephanie is wonderful to work with and I greatly appreciated all the support she provided to me over the years I worked with her.”

“Always professional and a beautiful office. I work with Teresa Friess and not only has she helped with all my questions and financial work in the market, but she was there when I needed to move cash out to help my sick fur baby while in the ICU! She answered the phone while out of town to help me through this difficult time. It means so much to have a financial advisor who is intelligent - but also has a very good heart. :)”

“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.”

“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.”

“I am writing because as a business owner I know all too well that complaints are most often heard and the compliments go unsaid. I deal with several banks in my day to day business and although I was not anxious to change to Wells Fargo originally simply because of the work involved I was encouraged by several of my employees and business associates. I must say this was one of my best decisions in quite a long while. I bank most often at the branch located on Wild Cat and Fairview. I cannot say enough about the employees at this location. Pam set up my accounts originally. She was so helpful and kind and seemed very knowledgeable about the services you offer. I noted that day how friendly the tellers were and I asked if that was normal because it seemed almost unreal based on my experience with my bank at the time and she explained that is just how things work at this bank. I banked at Bank of Choice since the early 90's and they were rude, always found a reason why they couldn't provide service, their turn over in staff was unending and I was unhappy most visits. I have been banking with Wells Fargo for some time now and do not have a single complaint. I am always greeted at the door or drive thru window. They always know my name, ask about my business and have really come to know me, my husband, my employees and my children. My kids are 8 & 11 and when they take their coins in for a deposit the tellers treat them just like an adult and give them the same service that everyone else receives and they compliment them on their good saving habits. They actually work with my kids to teach them how to fill out the slips, sign and use their school id's, it is a terrific service. Everyone on the staff is a pleasure to deal with - Jim takes great care of my details, Staci is a friendly face and always has a smile. Every teller although I don't know each of their names has made each visit exceptional. Thank you to all of you who make my experience at your bank enjoyable.”

“I've never really like going in banks. Most seem to be slow, don't care if you're there or not, and it's all on their time. But this place values the customer. Fast, friendly, and helpful”

“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 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!”