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“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!”
“Update: I spoke with a Charles Schwab Invesment broker today in Dallas by the name of Brooklyn. She was extremely helpful figuring out an escheatment of my account! I'm going to reinvest my money with her and would recommend her to anyone looking to invest.”
“I think Eide Bailly is great. I moved my tax work to them a few years ago from another firm with whom I had worked for many years, but which had become sloppy. Everyone I work with at Eide Bally is smart, careful, thorough, helpful, and prompt. Friendly, too.”
“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.”
“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.”
“We have been working with Morgan Stanley’s Boulder Branch for over 20 years. Our financial advisor and her team have always provided professional, helpful, knowledgeable, and courteous services. We have referred friends and family to our financial advisor because of her willingness to work with new clients as well as timely, accurate advice and responses to complex financial questions and opportunities. We also appreciate the friendly office staff, convenient location, and complimentary downtown parking.”
7:30AM - 3:30PM
1881 9th St Ste 302, Boulder
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“This past week my husband and I met with Nick Krenz for the first time. The intention was to review our finances and make sure everything was OK. Wow, he was thorough, gentle, thoughtful. and very knowledgeable. And although everything was in good shape he gave us great information, suggestions, and tips. He was also able to share with us things to consider in the future, etc. It was such a valuable experience. I highly recommend him.”