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December 2023 by Sassy Sasha
Very professional business. They will answer any questions you ask accurately and promptly. Never had problems getting hold of my advisers and team when needed, and they will always return your calls very quickly.
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November 2023 by Kevin Carney
My wife and I have been working with the team at Colorado Wealth Group for the past 6 months and we've been extremely impressed. This is our first experience with a financial advisor and it has far exceeded our expectations. They are professional, thoughtful, thorough, and all-around good people. We're very happy to recommend them!
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November 2023 by Lindsey Browne
I highly recommend CWG for their exceptional wealth management services. We were referred by a close friend and realtor and interviewed multiple firms. From our first conversation with Steven Harp, we knew CWG was the right fit. Their personalized care, responsive team, and family-like atmosphere make them stand out. Special kudos to Emily, the Director of Operations, for her exceptional support and efficient management. Steven and the CWG team have transformed our wealth management approach, and we're confident about our financial future. Don't hesitate to choose CWG for your financial needs.
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September 2023 by Greg Barman
I am relatively new to Colorado Wealth Group but I appreciate the work they have done during the last year or two during this crazy market. The people are very friendly and personable.
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May 2023 by Casey Van Horj
Working with CWG has been an absolute delight! Their expertise in managing our finances has been exceptional, ensuring that our money is in capable hands. Not only have they surpassed our expectations in handling our financial affairs flawlessly, but they have also gone the extra mile by providing invaluable advice that has greatly benefited us. Their professionalism and mastery in their field are truly commendable. We cannot praise them enough for their incredible skills and dedication to what they do.
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March 2023 by Kathryn Ross
We've recently started working with the Colorado Wealth Group and are beyond happy with the level of engagement and overall guidance. Jacob, Carter and the entire support staff have been receptive and patient with all of our questions. Looking forward to our financial journey with the team.
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January 2023 by Juli Crowe
We first reached out to CWG a couple of years ago and were very impressed with their service and retirement planning. They have been very responsive through a move (out of state) and a job layoff. They updated our plan and went through multiple options so that we could stay on track. Plus, they are just great people! Jacob, Emily and Carter are very warm and friendly and you have to love their Chief Morale Officer Billie the wonder dog!
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December 2022 by Matthew Ballantine
Steven, Jacob, Emily, and the rest of the CWG have managed our finances through high times and tough times. The are always reliable, helpful, and have always made us feel like our family truly matters to them. I have nothing but wonderful words for their financial guidance and client service. Highly recommended
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December 2022 by Kacy Beitel
5 stars. Truly the best. You could not ask for a better experience from the moment you meet for initial financial planning to the frequent touch points throughout the year and personal interactions. I have 100% full confidence in the financial decisions and security that Steven, Jacob, Emily, Jay, and the entire CWG team are providing for my young family and me. They advise. They support. They ensure you have the information and full picture you need to make the right decisions for your future. We are so thankful we took the leap years ago to start working with CWG. I couldn’t ask for a better experience. The confidence and care they provide is unmatched.
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November 2022 by Maggie Hick
Steven, Emily & the whole Colorado Wealth Group are fantastic! We were looking for a partner to take us into retirement, and wanted the team to provide us with progressive investments and advice. We wanted financial advisers who are accessible, proactive, and highly knowledgeable. These guys do just that, providing top notch and very personalized customer service which you just don't find any more. Thanks for everything you do!
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November 2022 by Steena Chandler
My husband and I recently got married, purchased a new home, and are having our first child this year. We reached out to a few other planning services who basically gave us a straight line estimate for how to plan for retirement without considering all the changes/nuances/possibilities that might happen in the next 30 years before we actually retire. Needless to say those other firms were totally unhelpful. Jacob, Carter and the CWG team actively asked about our goals, and outlined several different scenarios for us to better understand our financial future and the possibilities (i.e. the impact of 3 kids vs. 2, or the impact of taking a few sabbatical years here and there etc.). We are SUPER happy with the results and feel confident that we have partners to help us stay on the right financial path. Could not recommend them more.
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November 2022 by Jason Stewart
Steve and the Colorado Wealth Group team have done an excellent job putting my family and I in a position to own our financial future and have clear insights into the pitfalls and strategies for money management. Couldn't recommend them more!
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November 2022 by Eric Silco
I have been a client of CWG for over 5 years and am very happy with the financial assistance and expertise that they regularly provide. Jacob, Emily and the rest of the team have provided valuable guidance and insight in all aspects of financial and retirement planning. I highly recommend their services for anyone regardless of age, financial assets or stage of their career.
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November 2022 by Neil Williams
We consulted with Steven and his team after I sold my business. We have been clients since 2018 and are very pleased with the service and attention we have received. We feel that we are definitely in a much better financial position now as we head towards retirement. The entire staff at Colorado Wealth Group has been great to work with.
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November 2022 by Matthew Henderson
We have been working with Steve and his team for several years now as we've continued to build our family and our finances. Everyone at Colorado Wealth Group is very responsive, informative, and always willing to spend the time to talk through any of our questions. I fully trust Steve and his team to position us well for continued financial growth and would highly recommend Colorado Wealth Group to anyone looking for a dedicated team of financial advisors.
