Investing in Highlands Ranch, CO

“I first invested a large portion of my 401K money with David & Eric in 2015. After I retired in 2018 I then took a lump sum payout on my pension and rolled it into my 401K which I then transferred all of it in with my previous investment with them. They had us fill out a retirement budget and we then sat down with them and it was slightly higher percentage wise than they suggested but they went with it. They also suggested that I hold off on taking SS until I was 70 which I have done. My wife & I have lived and vacationed on that investment for 5 years and it has only cost us $16,000 per year! They have managed our money through the up's & downs of the markets and have done an excellent job! I will have to say that they are conservative with their expectations and then over deliver! I would highly recommend them to anyone as they have done very well for me!”

“I am writing because as a business owner I know all too well that complaints are most often heard and the compliments go unsaid. I deal with several banks in my day to day business and although I was not anxious to change to Wells Fargo originally simply because of the work involved I was encouraged by several of my employees and business associates. I must say this was one of my best decisions in quite a long while. I bank most often at the branch located on Wild Cat and Fairview. I cannot say enough about the employees at this location. Pam set up my accounts originally. She was so helpful and kind and seemed very knowledgeable about the services you offer. I noted that day how friendly the tellers were and I asked if that was normal because it seemed almost unreal based on my experience with my bank at the time and she explained that is just how things work at this bank. I banked at Bank of Choice since the early 90's and they were rude, always found a reason why they couldn't provide service, their turn over in staff was unending and I was unhappy most visits. I have been banking with Wells Fargo for some time now and do not have a single complaint. I am always greeted at the door or drive thru window. They always know my name, ask about my business and have really come to know me, my husband, my employees and my children. My kids are 8 & 11 and when they take their coins in for a deposit the tellers treat them just like an adult and give them the same service that everyone else receives and they compliment them on their good saving habits. They actually work with my kids to teach them how to fill out the slips, sign and use their school id's, it is a terrific service. Everyone on the staff is a pleasure to deal with - Jim takes great care of my details, Staci is a friendly face and always has a smile. Every teller although I don't know each of their names has made each visit exceptional. Thank you to all of you who make my experience at your bank enjoyable.”