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!

Fantastic credit union offering everything one could need. From mortgages, to savings accounts, to…read morefree notaries (for members) and free document shredding (for members) their team has you covered. Their parking lot is huge and there are tons of shaded spots. Don't have time to walk in - use their drive through. There are frequently two staff members sitting near the front door to help guide you to your appointment or teller. Tellers are friendly and helpful (Rosa is my favorite) and their beverage machine is top notch. You can make anything from a flavored seltzer water, to a dove chocolate hot cocoa, to an espresso or tea. The machine actually suggested I ramp up my hot cocoa to a peppermint one - and suggested I add some peppermint tea - how creative. They are highly involved with the community sponsoring outdoor movie viewings and guiding you along through the seasons. Today I saw a map and guide for fall leaf peeping that even included suggested stops for food and shopping along the route. If you are looking for a place to hold your money or request money for a big purchase (ask for Chris Cullen - he's the best loan officer around) definitely check them out!

Human errors not forgiven…read more.. If you ever want to know how a "favorite" credit union handles customer service, accidentally make a "human" error on a payment. I did just that! The amount of credit card charges on last month's statement came to $595.69. I pay my statements - in full - monthly. In error I read - and made last month's payment - for $595.64 - technically .05 short of the statement amount. This month, an additional charge of $7.86 appeared on this month's statement - apparently representing interest charges for the "human" error I'd made in making last month's statement payment (actually, statement font is also relatively small). Thinking that the solution would be relatively simple, I'd call; tell the truth ("I made a mistake"), beg for forgiveness ("this is the first time I've ever done this")...and try to bring some "reality" (read: "humanness") to the situation ("since I'm a good, consistent customer...can you waive this fee"). Here's the OUTCOME...I MUST pay the EXACT amount on this month's statement ($579.18 - which besides credit card charges for the month includes the $7.86 interest charge for the "human" error made in misreading and paying last month's statement). Once this month's payment has been received by them, they will "take it under consideration" whether to "credit back" that interest charge onto next month's statement. Looks like this particular credit union 1) has little regard for "human" error; 2) struggles with recognizing "reality" - yikes for a measly .05; 3) that they would force, make and put a trusted, reliable customer (for over 30 years) through this kind of hoop-jumping torture. After 30 minutes on the phone with this financial institution, I've definitely learned a lesson. Truly ridiculous MY ADVICE: consider other financial institutions for your credit card needs. I've never encountered this type of twisted "customer service" from the folks at Chase. Maybe it's time to switch to only using them?!

This is my first year working with Steve Trojan and his company Flat Iron Advisors. I am actually…read morein the same business as Steve but specialize in another area. My taxes are somewhat complex with a trust, an S corporation, a separate LLC for property rentals, and several outside investments. Steve has been able to work well with my monthly bookkeeper and successfully handle my taxes. I can recommend to anybody who has a small business or complex personal returns that Steve is more than qualified to complete you tax work and help with planning.

Steve and the team did a great job preparing and filing my return. They were very patient in…read moreanswering questions and made the process very easy. It was also very affordable. My returns are somewhat complex, so I'm thrilled I've been able to find a place that is reliable. I'm very happy to plan to use them going forward!

Mercer advisors CEO and the team are very unethical and when asked about the unethical behaviors …read more They threaten to terminate any relationship. I sent the CEO and the team at Mercer advisors a concern about fees that benefit other organizations and not the investor. They were very abusive in their conversations and tried to show the benefit about paying higher fees and gain access to them. I filed a FINRA complaint in an attempt to hold them accountable for actions they did without our authorization Please there are many ethical companies out there , don't believe what they will do for you . They are looking to add fees on top off their management fees in hopes you won't challenged this, if you do they will become very angry and abusive.

I have been associated with Chuck since I started in practice, way back in the early 90's, when he…read morewas still wet behind the ears. I am pleased to say that I have achieved economic freedom at age 59, and am starting a new life in retirement. He and Krysia do a great job.

Horrible experience. Spent months working with them and they suddenly stopped responding 5 weeks…read morebefore tax filing. Then 5 days before they let us know they can't complete our taxes on time. Don't trust them

My wife and I have been ABL&Co small business and individual tax clients since 2021. I cannot tell…read moreyou how happy we were to finally find "our" accountants in Colorado. The team at ABL&Co is knowledgeable, professional, and they are true partners for us and our small business. They are great at what they do, and we've also learned a lot from their expertise. Also, we switched to ABL&Co after working with a couple other accountants in the Denver metro area--it was a true night and day change. They handle monthly bookkeeping and payroll for our small business that supports 18 people, along with our complicated annual personal tax return that includes stock grants, rental properties, many W-2s and 1099s, and a whole lot more. Whatever we throw at ABL&Co, they handle it with incredible attention to detail, which we previously learned is not the case with many other accountants in the area. If you've had that experience in the past, your money life will be drastically better working with ABL&Co. Since we started with ABL&Co, our small business has grown from 4 to 18 people, and all their work has been critical to our ability to expand the business with confidence. While we do the small business work on our end, their insights and experience guide our decisions and have helped us keep things on track through all the highs and lows of owning a fast-growing small business. When I say they've been a partner to us, I really mean that. Also, we make a point to work with people who we genuinely enjoy working with. The team at ABL&Co is friendly, responsive, and always treats us like we're their most important client. If you're looking for accountants for your business, contact ABL&Co. You'll be so happy (and maybe VERY relieved in some cases) that you also found your accountants in the Denver area.

My experience with this team has been nothing short of devastating. I felt misled, unsupported, and…read moredeeply let down throughout the entire process. The lack of transparency and care severely impacted my financial stability and overall wellbeing. As someone who is disabled and relies heavily on the proper handling of my trust funds, I expected professionalism and integrity--but instead, I experienced the opposite. My accounts suffered significant harm, and the impact on my life has been profound. I strongly urge others to be extremely cautious before trusting this team with anything important and I was a client when Jim C was a client in 2013 as well.

Dan Schultz, Stan Benson and Tom Hustead comprise a team of three of the most savy and seasoned…read morefinancial planners with whom I have ever had the pleasure to work. Between them they have about 150 years experience and have helped me to understand my circumstances and feel comfortable that I will be able to enjoy the lifestyle that I have chosed without the fear of running out of money before I run out of years.

I would give zero stars if I could. Anu made an error on my taxes and then failed to resubmit. I…read morewas charged $500 for her to fail to do her job. I have contacted her several times by phone and email and she has not responded. Do NOT use this service.

As a business owner for 49 years, I have used Delta Effects for my business and personal tax…read morepreparation for years. The owner, Anu, is consummate professional and a kind, fine person. Her tax prep has been efficient and flawless and yields great returns. I highly recommend Anu and her team for business accounting and tax prep, they are terrific.

Eddie and Travis have been wonderful- knowledgeable, professional and great to work with. I…read morecouldn't recommend them more.

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!

I rarely take the time to write reviews, but my experience with Cheryl at this firm was so…read moreprofoundly unprofessional and unpleasant that it warrants documentation for the benefit of other potential clients and industry partners. From the outset, Cheryl's demeanor was shockingly discourteous. She communicated in a tone that was openly condescending, dismissive, and unnecessarily abrasive. Rather than demonstrating even a basic level of professionalism expected in a client-facing insurance role, she appeared irritated by straightforward questions and conducted herself in a manner that can only be described as hostile and unwelcoming. In addition lied many times. Equally concerning was her complete lack of reliability and follow-through. Cheryl explicitly stated she would return communication within one business day; instead, it took approximately an entire week. On multiple occasions, she assured me that certain processes would take "48 hours," yet those same matters languished for a week or longer without explanation, update, or apology. This pattern reflects either a severe lack of organizational competence or a troubling disregard for client time and expectations. Unfortunately, the experience deteriorated further when I interacted with Rick at the same firm. His conduct was equally disappointing. When asked reasonable, standard questions regarding insurance quotes and procedures, he responded with visible impatience and an audible scoff. Rather than offering assistance, he curtly stated that I would need to speak to someone else and instructed me to call back, effectively dismissing the inquiry altogether. This behavior is wholly inconsistent with even the most minimal standards of customer service. Taken together, these interactions represent some of the poorest client treatment I have encountered in any professional services context. The lack of courtesy, accountability, responsiveness, and basic respect was striking and unacceptable. As a result of this experience, I will be formally contacting Chubb to request that they reconsider any association or referral relationship with this firm. The level of service provided reflects negatively not only on the individuals involved, but on any organization connected to them. In summary, this was an extraordinarily disappointing experience characterized by rudeness, condescension, delays, and an overall absence of professionalism. I strongly advise prospective clients to proceed with caution and to carefully evaluate alternative providers who demonstrate the competence, responsiveness, and respect that clients rightfully deserve.

This place is a scam. And I left photo receipts if you want proof. I called them for motorcycle…read moreinsurance and after talking it over and giving info to them they sent a quote. I looked it over and said I'd like to move forward with the insurance policy and they said great we'll send over the documents for you to sign. Signed them and got my policy started. Paid the first month as normal and it was the agreed upon amount. Then the next month I was billed over $1000 and my policy increased 3x the original amount with NO WARNING. I received no notice, no mail, no call, no text, nothing. They were happy to be collecting more than triple what we had agreed on. Will be calling first thing in the morning to cancel my policy. Motorcyclists beware, $4,000 policy increase with no contact. Insane.

Low Cost Health Insurance? YES!…read more I found Boulder Insurance Group through a Boulder Chamber of Commerce event and decided to ask Matt DeYoung if he could help me get some quotes for health insurance, as I'm a contractor and need to have my own individual coverage. I'd never done any shopping for health insurance before and was expecting to pay a premium. Matt and I discussed my lifestyle and needs and were able to come up with a plan that fit them both perfectly.... for $100 a month! I was totally blown away. I had put off my search for a long time thinking the premiums would be ridiculously high. The best thing about it to me is that I didn't have to pay Matt for helping me, the insurance companies that I signed up with compensated him. I highly recommend this service.

Working with Matt Deyoung and Reed Lavelle has been a great experience as someone buying insurance…read morefor the first time. I felt very informed throughout the entire process, and I know that I got a great price. As a young adult getting motorcycle insurance I knew that I was merely a "small ticket" job for them, but I was always treated like I was their only focus. Not only do these guys do all the leg work finding you the best deal, but they are also very professional. Consider me a return customer. Thanks Matt and Reed!