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“I worked with Paul Holloway at First American Exchange Company. He was the upmost professional. He paid attention to detail, very knowledgeable, answered all my questions, even if it had to be repeated. Extremely responsive and nice guy. I had a great experience. Thank you Paul!!”
8:30AM - 4:30PM
165 S Union Blvd Ste 705, Lakewood
Investing
“Deanna is an amazing financial advisor. She is patient and really listens to her clients. Her goal is to educate you and really be a partner in your financial journey through life. Give her a try. You won’t be disappointed.”
8:30AM - 5PM
281 E Flatiron Crossing Dr, Broomfield
Investing
“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!”
“JoAnn and Colette are fabulous! Their friendly, practical approach is backed by education, knowledge and skill. The fiduciary hat looks great on them! I highly recommend JHAdvisors.”
“This is primarily a discount online brokerage and they do a fantastic job at it. It is super convenient they have a local office and they are very helpful at the office. This is not a private banking or investment operation with tons of fees and if you are looking for an investment advisor to call you back immediately then I suspect they have one for you to execute your trades and manage your account for a fee just like any other regular brokerage, but otherwise that is not what they do so I don't think it is fair to be so critical of a great online brokerage when most of their online competitors don't even have an office.”
9:30 AM - 4:00 PM
2 Garden Center, Broomfield
Investing
“This review is for one interaction. My husband and I came in to exchange Euros for dollars. The teller was friendly and quick. This is my husbands's bank. I make the choice to bank with credit unions.”
8:30AM - 5PM
518 17th St #100, Denver
Investing
“Walked in shortly before close to open an account. They were very accommodating and made me feel comfortable entrusting my money to them. The gentleman that helped me answered any of my questions promptly and succinctly, but also expanded on his answers when I became confused without making me feel d**** I will continue to entrust my earnings and future of my retirement to this very helpful company”
Investing
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“My experiences with GWS&A thus far have exceeded my expectations. The team that I am working with are incredibly knowledgeable, friendly, and good natured. Their explanations and processes are easy to understand and follow. I find Adam and Brad to be very engaging, insightful, and always thinking of my best interests. I would highly recommend GWS&A as they were a big step up from my last wealth management company.”