I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

I graduated school, worked as a consultant, and switched over my retirement plan in one year (like…read morean adult!) so I knew TurboTax wasn't going to cut it. Having worked with John on a variety of trying projects in the past (and been really impressed by his professionalism and experience), I knew he'd be the best choice to navigate what I thought was complicated. He made the process seamless and easy, and only gave me a tiny bit of harassment about signing off less than 24 hours before tax day: "What day is today?" "Norma. It's APRIL... FOURTEENTH." *nervous laughter* Thanks, John!

John is a genuine professional that provides you with well informed information for success. Easy…read moreto work with and hope I will have the pleasure to work with him in the near future!

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

Upon your arrival to the Dechtman Wealth Management office, Kathy is the first to Welcome You with…read moreher friendly smile. The entire staff is incredibly personable, and are devoted to helping their clients achieve financial success. Several years ago, I attended a Hughes Law Firm seminar through Bellco Credit Union. Not only did we join an outstanding estate planning firm, but it was Richard Hughes who introduced our families to Jordan Dechtman's firm as a result. Working with DWM has been a very profitable decision. My husband and I have always hoped for a comfortable retirement, but never imagined our financial planning would turn out as well as it has. Jordan, Sam and Adam have been extremely accommodating, and continually make themselves available for annual reviews of our accounts, and promptly respond to requested meetings that may arise in between. We have always been impressed with their knowledge, and professionalism, including the expertise of the additional team members Linda, Adam M, Christie and Lauren. Charles Schwab has collaborated with Dechtman Wealth Management as the custodian of their clients' financial accounts. Together they assist their clients in achieving their goals in a confident and transparent manner. Throughout the year, they invite their clientele to select a pumpkin pie or apple pie at Thanksgiving, a Rockies game, movies, a designated day for shredding your documents in the Spring, just to name a few. We will definitely continue recommending Dechtman Wealth Management to others!

When I decided to retire early and travel full-time, I didn't want to worry about how to invest my…read moresavings, constantly monitoring the market and moving money from account to account - I just wanted to enjoy living! But that meant I needed a trusted financial partner who would monitor my investments while I was playing. :) I interviewed 3 top rated firms in Denver. One promised super high returns. Tempting. Another questioned my retirement plans. Annoying. And one listened to my goals and shared what he would do if he were in the same situation. The latter was Sam Dechtman. When I told him how much I wanted to yield on my investments in order to accomplish my travel goals, he didn't make any promises but provided thoughtful, even-keeled advice. Sam and I have been working together for nearly 1.5 years now; most of that time virtually. In fact, we've never actually met face-to-face and yet I have the ultimate confidence in how he is caring for my assets in the US. My being abroad has never once been an issue. Sam is readily accessible anytime I need him - and the same is true of the other team members, which are all consummate professionals. I am able to easily monitor my investments via the Charles Schwab app. Additionally, Sam proactively schedules semi-annual reviews and I regularly attend the firm's client webinars from wherever I am. While I do hope to meet this amazing team in person someday, I feel fully supported by the entire Dechtman team while living nomadically. And I happily recommend Dechtman Wealth Management to anyone seeking a financial partner!

Smart, professional and courteous. Convenient location, great office with very pleasant staff…read more The managed fund they have me in has done well and they are very good at clearly defining your goals and matching products to fit. Bonus: 10th floor office has some great views of the city and mountains.

Tried to get more information on Wells Fargo's Advisory services with respect to how they securely…read moremanage clients money but didn't get that far. Encountered a surly individual who claimed to be one of the advisors but also claimed he probably wouldn't know how to answer my questions, and wasn't prepared to answer the questions despite my being a Wells Fargo customer. I would avoid this crew at all costs.

Integrated Tax Advisors is a wonderful CPA group to work with. Each encounter has been very…read moreprofessional and I am happy with the responsiveness that they exhibit.

Love these guys. they answered my questions and helped me find a ton of deductions for my S Corp…read morethat I could never have figured out on my own. they offered tax planning for the next year to help me take advantage of prior depreciation that my other CPA had not taken for me. Highly recommend!

We have been with EdgeRock long enough to know that when Wall Street takes a nose dive, (and we…read moreknow it will) our investments will weather the storm. The wizards at EdgeRock are quick to make adjustments to minimize losses, while others are running around with their hair on fire. EdgeRock has done this for us several times. Also no matter the size of your account, EdgeRock will put in the effort to fully analyze your situation and give you all the options making sure you fully understand your situation.

Ryan M. - while I appreciate EdgeRock undoing what mistakes were done on my accounts. It's still…read moremy understanding that Mr. O'dell is not a CTFA. I'm currently with a fudiciary advisors group, and it's a comfort to know he has my best interest first and foremost in selecting investments for me.

horrible trying to reach someone there. Automated machines. Can't find advisor Me I think I will…read morefind someone else that can be more helpful. Another company that has actual people that answer questions.

Courtney Sackett is truly a MVP! This review is a year late…read morebut 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!