Investing near Lone Tree, CO
30 locations found near Lone Tree
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Investing
9:30 AM - 4:00 PM
9233 Lincoln Ave, Lone Tree
Investing
“My boyfriend and I came here to open up his first account with Wells Fargo, and Lareza was extremely helpful. She was very warm, and personable. She answered every question we brought to her and was extremely professional. She definitely made the process easy and made us feel safe and secure in opening an account here.”
7:30AM - 4:30PM
1805 Shea Center Dr Suite 420, Highlands Ranch
Investing
“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!”
9AM - 5PM
3033 S Parker Rd Suite 602, Aurora
Investing
“I've been an OTA student since 2019 learning the strategy to get to trade the markets specially futures but theres a lot of programs available like forex trading, options, stocks, crypto currency and some more.I really like the way they teach, I've learned a lot, I try to keep attending available clases as much as I can and also take the ones online, the instructors are awesome and they're all very nice persons.”
Investing
9 AM - 5 PM
6436 S Racine Cir Suite 114, Centennial
Investing
“I used to live abroad, and when I came back to Colorado after 20 years of working for an American company overseas, I was not able to refinance one of my properties with any traditional lender because I did not have a W-2 job even though my credit score was over 800, and I had 4 properties generating income. A friend recommended us to Tri-State Mortgage and Frank put together a special package deal. We refinanced the property, and we were able to buy a fourplex in Texas. I felt very lucky to find Tri-State Mortgage after looking around for several months. The transaction was simple and smooth. Now, if we are in need to finance a property, I always reach out to Tri-State.”
7:30AM - 5PM
5975 S Quebec St #330, Centennial
Investing
“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.”
Investing
“Always professional and a beautiful office. I work with Teresa Friess and not only has she helped with all my questions and financial work in the market, but she was there when I needed to move cash out to help my sick fur baby while in the ICU! She answered the phone while out of town to help me through this difficult time. It means so much to have a financial advisor who is intelligent - but also has a very good heart. :)”
Investing
“These people are rude and very much dont care about anyone trying to make there life better ****** told me I looked pathetic and too look in the mirror and they keep adding interest even after making payments to the company they file a court case under a different address falsifying documents of a different property that they do not own our or even the collectors on”
7:30AM - 4PM
6535 S Dayton St 1675 1675, Greenwood Village
Investing
“George and team have been my financial advisor and overseen retirement account for 20+ years. They are part of my personal team and they truly care about you and growing your wealth.”
8AM - 4:30PM
26 W Dry Creek Cir #360, Littleton
Investing
“Nick is a terrific advisor. He has managed our retirement funds for years now and I continue to be impressed by his knowledge, work ethic, and communication. He has kept us fully informed about our progress toward our retirement goals as well as any changes in market forces, and has well-researched recommendations for staying on track. We have referred family members to him and have been equally impressed by his work with them. Through our professional relationship over the years, he has become a highly trusted advisor and friend. I recommend him unreservedly.”
9:30 AM - 4:00 PM
10900 S Parker Rd, Parker
Investing
“I've never really like going in banks. Most seem to be slow, don't care if you're there or not, and it's all on their time. But this place values the customer. Fast, friendly, and helpful”
Investing
7:30AM - 5PM
5445 DTC Pkwy #1100, Greenwood Village
Investing
9:30 AM - 4:00 PM
4165 E Wildcat Reserve Pkwy, Highlands Ranch
Investing
“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.”
Investing
“I have invested in a couple offerings with Vukota. What I like most about them is they aren't a flashy investment firm. What counts is there returns. I feel they do there best to maximize them for all their investors wether there small or large. Thank you to the team at Vukota for doing what you say will do!”
9:30 AM - 4:00 PM
3333 S Bannock St, Englewood
Investing
Investing
21
Timothy J Maestas - Financial Advisor, Ameriprise Financial Services, LLC - 8181 E Tufts Ave Ste 520
9AM - 5PM
8181 E Tufts Ave Ste 520, Denver
Investing
9:30 AM - 4:00 PM
5601 S Broadway, Littleton
Investing
“I've had great experiences at this bank. Everyone I've dealt with has been super friendly and helpful - particularly a teller named Stanley. He helped me figure out which accounts were best for me and was really patient explaining it all.”
Investing
Investing
Investing
9AM - 5PM
4301 S Broadway, Englewood
Investing
Investing
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