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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!!”
“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.”
8:30AM - 5PM
281 E Flatiron Crossing Dr, Broomfield
Investing
“We recently moved my parents investments from Edward Jones to Fidelity and received great support from our financial advisor Keven Coe in Broomfield, CO. There were several issues to manage through and he stuck with us until everything was resolved. What I appreciated most is that he listened to what we wanted to do then guided us in that direction instead of pushing any type of standard corporate agenda. His level of expertise and customer service increased my confidence in Fidelity as an organization.”
“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
Investing
Investing
Investing
Investing
Investing
“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.”