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8AM - 5:30PM
7807 E Peakview Ave #410, Centennial
Financial Advising
“I don't pay a lot of attention to my account with Jordan, but I do know that each year I donate my RMD to charities, and at that time look at the state of my account. I see that each year my RMD is about the same because, even though I take thousands out of the account it remains the same (approximately) amount. The personal attention we get is heartwarming. I know he has my best interests in mind.”
7:30AM - 4:30PM
1805 Shea Center Dr Suite 420, Highlands Ranch
Financial Advising
“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!”
“Debbie Konczak did my taxes for nearly ten years, and she showed an expert command of taxes and was alway professional in our interactions. She, and I assume her colleagues, clearly know what they are doing.”
“Melissa is just the best! She was so thorough and really helped me maximize my deductions for my direct sale company! Easy.. fast… comfortable top floor office located off a major hwy making it easy to get there! ?????”
“It is a pleasure to work with DSB. Always professional, on time, and I don't really spend much time at all with them on the phone or email. My books just get done each month and at a rate I can absolutely live with. All things that lead to a quality company and great services. I'd recommend them to friends and family or colleagues any time.”
“I don’t know where to start except Nick has been a life saver, after starting our business, we enlisted an accountant, who almost took us under, we quickly found Zimmerman financial. Nick came our accountant, our business has been a breeze ever since, he takes care of everything for us at a very fair price we are so grateful for Zimmerman financial, if you are just starting out a business or even have been doing it for a very long time I would highly recommend Zimmerman financial it is honestly one of the best things that is happened to our startup company. Thanks Nick!”
“Karim Lababidi has been our rock during this entire process. I cannot say enough good things about this man. There have been so many small details, hiccups, things that have been out of our control; through it all, Karim has been compassionate, informative, and kind. As first-time home buyers, we had no idea what we were getting into, and we never thought it would go as smooth as it has. I have a feeling that the next time my husband and I decide to move, American Financing will be our first choice. If you've gotten Karim as your consultant, you've won the lottery.”
“Hamsher Wealth Management is a great company to work with! They care, have a heart and treat people with respect, while maintaining business along with great results! Their integrity is bar none and will guide you along your financial journey to help you reach your goals! Gotta love companies that remember that you are THE customer/client and are looking out for you, a very nice partnership!When it comes to working with someone who is handling such sensitive parts of life, I am glad Hamsher is here for me. I highly recommend them!”
“Ruthy is amazing! She has helped above and beyond to secure the bond I needed for my business to move forward. She has educated me along the way so that I can responsibly make the best decisions for my busines. Providence Financial is recognized on SBA.gov for businesses seeking bonds. I highly recommend working with their services as they have had my best interests in mind throughout the process, with honesty and non-judgment.”
“This review is for Haylie. In and out in 10 mins tops! Was able to help me step-by-step through everything I needed. Fastest service and great attention. Super friendly too! Very happy with my visit and definitely a recommendation.”
7:30AM - 5PM
5975 S Quebec St #330, Centennial
Financial Advising
“LT has been great to work with and they have been very responsive to our needs. I would highly recommend working with them. Their team is knowledgable and professional.”
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“Courtney Sackett is truly a MVP! This review is a year late but my mom transferred her accounts from another institution to Schwab and Courtney couldn't have been more pleasant, knowledgeable, none judgmental. After she got my mom set up Courtney even helped me set up a account and helped me understand how it works. If you are looking to open an account, have questions or just want someone who won't leave you feeling icky ask for Courtney!”