Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

Straight forward, honest talk to help you make clean financial decisions.read more

From the owner: We want you to thrive. Which is why our financial philosophy is based on time-tested biblical…read moreprinciples of financial stewardship. Does that mean you have to be a Christian to be our client? Absolutely not! But we know values are important, so we want you to know ours.

Lori Johnson of New Direction Trust Company has assisted me in my self-directed IRA. Lori managed…read morethe sale of one rental property here in Colorado - and the purchase of another in Alabama. I have been with New Direction Trust Company for over 10 years and have had a great experience. Lori got these transactions completed and the recent rental property acquisition looks like it will be a great investment for my ROTH_IRA. Lori was dedicated and professional and handled a hunderd details. I always felt I was in good hands.

Fee's, Fee's, Fee's and more Fees…read more These guys will rob you blind with Fee's. I've had five assets with NDTC and learned my lesson the hard way. I've taken my assets down to two and have opened three new ones with Rocket Dollar. Same service at 1/4 the cost. Don't make the same mistake I did! Shop around before you decide on NDTC!

very poor customer service today at broomfield location they should have let me use a phone trying…read moreto buy $NVDL $43 a share but can't get voice verified. Broomfield Fidelity should have let me use a phone you get an F for customer service today. You say to call but courtesy phone here is iffy.. In the past this location has accused me of not having a fidelity account and they remember that I went back with id tis is discriminations because i'm Asperger bipolar gave they 3 stars before I went back with a print out of my driver's license. do not do 2 step verification it makes account unsafe and is false since of protection easier for hackers to do 2 step then websurf like me.

I've dropped into this location on two occasions without an appointment. Both times I was greeted…read morekindly and was assisted by the employees. With their Monday-Friday hours only it can be challenging to make it in (the phone agents at their 1-800 number are however excellent). On my most recent visit I used the self service kiosk to make some account updates. I waited in line to speak with an Agent at the front desk. Before I could make my way up to the desk (I was 1st in the queue) an employee came over to ask if they could help me. Together we returned to the self service kiosk and I proceeded to ask a few questions, make some needed updates and learn about my options. I will definitely be back.

Outstanding advisors! They listen, care, and go above and beyond to help guide our decisions to be…read morefinancially secure... plus some! We are grateful for everything they've done to navigate some complex financial issues. I can honestly say that I have never felt as confident in our finances as I do today as a result of their dedication to our success! Highly recommend!

My husband and I worked with 2 other financial advisors before we finally found Downshift. My…read moreexperience with Downshift is 360 degrees different from our old advisors. Eddie and Travis are extremely reachable and responsive whenever we have questions. They are extremely attentive to our needs and excellent in following up on any questions or action items from our conversations. Their use of tools also makes it very easy to exchange messages, save historical conversations, and schedule zoom meetings whenever I want to talk to them live. I also love their financial planning tool called Right Capital. I used several other tools in the past but this is the best one by far in terms of the granularity of the parameters that can be set up to calculate realistic retirement scenarios. One other big differentiator is they are a fixed fee advisor who can provide advise for the entirety of our asset. Our old advisors charged a percentage fee over the non-retirement investment accounts they managed, so their primary interest was to increase the balance in those accounts only, with little regards to our overall retirement goals or any tax consequences from their investment choice. Downshift always provides investment advice taking into account all factors, including short and long term tax implications before and after retirement. It's also an added bonus that you get both Eddie and Travis with different experience and skill sets (Eddie with extensive wealth management experience and Travis with real estate experience and also being an IRS tax Enrolled Agent). When I was interviewing different fixed fee advisors, most of them were one man shop and their availability was limited. In summary we are extremely happy to have found Downshift. We now have a very detailed and clear picture of our current and future income/asset projections and a realistic path towards our retirement goal. They gave us such a peace of mind!

I would highly recommend CO wealth group to anyone who is currently shopping around for wealth and…read morefinancial advisers. Jacob is trustworthy, reliable, honest and transparent. They have a pretty unique business model, and I really liked their enthusiasm about Socially Responsible Investing which was a huge factor. We are now partners, and I'm always more than willing to send my clients their way.

Steve & Jacob have been over the top. They not only are great financial advisors they have been…read morevery helpful with a lot of other follow-up issues as well. I can't say enough good things about them! Good job CWG!!!

Horrible experience, read the fine print on that contract! Be very careful dealing with this…read morecompany. After a several year lease for a copier in St. Louis they expect me to deliver it to Chicago 5 hours away. You must be joking! Yes you read that right, pay your lease for years, then YOU MIGHT BE REQUIRED TO RETURN THE COPIER 5 HOURS AWAY. Do not trust them, do not lease from them, throw something shiny and run. Rob Weiman Mound City Auctions www.moundcityauctions.com

Absolutely one of the most caring and brilliant people I know! This woman has helped me resolve so…read moremany issues related to my finances AND has me on track for retirement! No small accomplishment:-)

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I have worked with Larson Wealth Planners for 8 years. They are professional, kind and responsive…read more As a self employed person, I feel well served by having them on my financial team.

If I could give zero stars I would. Barbara is unethical. During my divorce, she would not allow…read moreaccess to joint files, until I told her she was legally required to, she created an inaccurate maintenance and child support worksheet which my ex-husband tried to use during mediation and stated that she does not believe ANYONE deserves maintenance. STAY AWAY FROM THIS FIRM!