Financial Advising in Arvada, CO

“When we lived in a Raleigh, NC suburb, we used had a financial planner located in Charlotte, NC. That worked OK from a distance but we weren't engaged as much as we'd have liked. Then we moved to Arvada, CO and decided it was time to find someone we could work with face to face. After searching the area and interviewing a few planners, we made a decision. Brett stood out from the others because he was truly engaged with the entire picture. We felt very comfortable sharing all details of our finances including future change outlooks. There was never any judgement or questioning of validity. After having all the information, Brett came back within a couple of weeks and we sat down to discuss the short term changes we should make as well as established a rational long term strategy that made sense.All that's to say that we highly recommend Bengston Financial services if you're looking for someone who is going to take the time to get your future right.”

“The Arvada Branch of Independent Bank is a small branch with big personality. All the employees here are friendly, courteous and always ready to be helpful. I give credit to the manager, Andrew Lozoya, who is always extremely helpful, regardless of the request.”