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“Omni Tax Solutions have provided our family with the very best customer service and expertise regarding all of our tax questions, issues and needs. Omni's staff (John M & Michelle B) have always provided the very best customer service. They always respond to our emails, phone calls, and questions in a very timely manner. We would highly recommend Omni Tax Solutions for any Tax questions or issues that you, your family, or your business may be facing. Thank you Omni Tax Solutions team for being with us every step of the way.”
“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.”
8:30AM - 5PM
281 E Flatiron Crossing Dr, Broomfield
Financial Advising
“Fidelity has been an incredible organization, with amazingly brilliant, caring people! My advisor Carey has been more than amazing to work with he answered all my questions, asked me questions and made sure I was on the BEST path out there! I would definitely recommend him!”
“I had 2 frivolous disclosures on my record and asked AdvisorLaw to help me get them removed. They were successful in both cases. My experience was they were well organized and knowledgeable and most importantly they were effective at getting the job done. I highly recommend them.”
“As a small business owner in Eugene, OR- I typically use an air horn on sales calls.I'm SO GLAD PFG called, Clarence is literally the BEST!I answered and they ran my ERC credit.PFG was efficient, effective and at less than 50% the cost quoted by other firms for this service.I have contracted with similar groups over the years on tax matters; PFG is literally the only one I would reccomend wholeheartedly; I'm pretty sure this industry is where the used car salesmen landed.Their entire staff was pleasant, knowledgable and no nonsense- an ideal partner...”
“Peter worked with me on solidifying a mortgage for my new home. He presented me with every available option and helped guide me through. The current market is extremely tough to find comfort, but Peter was able to deliver this comfort to me and my family. I felt his dedication to getting me in the best possible position. I highly recommend him for all of your mortgage and refi needs.”
“My experience today, Wednesday, 11/8/23 with Mr. Chris Sweat was outstanding! Mr. Chris's level of service exceeded my expectations. I would definitely recommend family and friends to National Credit Care because they are great. They go above and beyond to help with any and all of your needs. They are very respectful, patient and knowledgeable.”
8AM - 4:30PM
799 US-287 e, Broomfield
Financial Advising
“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 .”
8AM - 4:30PM
2590 Trailridge Dr E Suite 101, Lafayette
Financial Advising
“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!”
“Peter and the BlueBird Advisory team have done a fantastic job in helping me set up a financial plan for the future. With their help, I was able to get a great sense of the financial markets, key indicators of growth, and where to allocate funds. Over time we have worked together to solve my purchase anxiety, better understand financial models, and create a plan for a long term success. As a younger investor, Peter has helped my buy companies, ETF, and other assets to hold. As a skier, he's also a great friend on a powder day!”
“We have been with Colorado Financial for many years. They have always taken great care of us. They do what they say they’re going to do. Our portfolios have stayed strong in up-and-down markets and overall were just very pleased.”
“We make appointments well in advance to speak to our Schwab advisor Greg Fesperman, and our visits are ALWAYS educational and fun! Planning the meeting lets our advisor know what to prepare for our visit, and everything has always gone smoothly. It’s a delight to hear Fesperman explain options and present Schwab’s sound principles and policies that keep us protected.”
“Clark is fantastic to work with! We have used him for years and he is always accessible and helps guide us with all matters relating to our personal and business finances in a clear manner. Highly recommend!”
7AM - 4PM
1200 W South Boulder Rd #102, Lafayette
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“New Directions Trust Co has the most outstanding client service representative - Sheri Romero. She is the representative every company would want to have on staff - professional, patient, knowledgeable and willing to go the extra mile to help. A pleasure dealing with this company.”