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!

Outstanding service! We have an advisor here who is always happy to make an appointment and meet…read morewith us. He is patient, knowledgeable, and free. He listens to what we want, reaches out to other Schwab professionals to give us their input, and gives practical advice about protecting our assets and our identities. We are lucky to have him on our team and are glad he is right here in Boulder.

Unprofessional. A ​poor experience at this branch. They have no concern for Seniors or any of their…read moreClients . Put your money in a professional agency but dont do Business with Charles Schwab Boulder!! Young twerp greets you from across the room and asks what you need. Really not in the mood to explain my financial needs for everyone to hear. Was planning to rollover $100k from an IRA, maybe not large enough for Boulder.

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.

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.

I don't know what is up with YELP, but I have tried twice now to post a review for Mr. Day, to no…read moreavail. That YELP refuses to post my positive reviews, and continues to post only the singular review of an obviously embittered investor, is exceedingly unfair. It is certainly NOT fairly representative of what a person might reasonably expect from working with Dan Day. I have worked with Dan for more than 20 years. In the course of working together, in both the personal and professional context, I have obtained vast personal experience with Dan Day, his team, his ethics and procedures. Based upon my personal experience, I can attest to the fact that Mr. Day is the consummate professional. Not only has Dan helped me, with my personal finances, he has likewise helped several hundred people with whom I am personally and professionally acquainted. Mr. Day is exceedingly knowledgeable regarding financial investment strategies and options. He is thoughtful and considerate of his clients, and their respective needs and limitations. Dan Day does not offer "sham" investments and to accuse him of such is a clear display of the reviewer's lack of investment acumen. I know that, before putting any client into any investment, Dan Day and his team bend over backwards to ensure that the client is provided ample opportunity to fully understand what he/she is getting into if the proposed investment is pursued, and is given full access to all information regarding the potential investment and any assumptions upon which are based the anticipated results of such investment. No, Dan Day is not magic, and he cannot guarantee the results of any investment. In my personal experience, however, Dan has never strayed from the path of honesty and integrity in any of his client dealings.

In 1995 Daniel Day put me in a Variable life insurance plan. These vehicles are sham, with massive…read moreheavily disguised fees. While Dan has most likely moved on to new high cost overly complicated financial vehicles to siphon off your wealth, please treat all his recommendations with caution. Generally he preys on your men on promising start up and technology firms. Please do not trust him with your money. Feel free to email me at cd_wine@yahoo.com if you want more details.

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.

This place is terrible. Ten years ago when they one of the only games in town, I expected all the…read moreclumsiness and hoops to jump through - and the high fees. But in 2026, they take 2 weeks to process a wire out. I've literally lost investment opportunities because they're so slow. Over time I'm moving everything out and I would never - never - recommend them. It's like they come in at 11, take a long lunch and go home. I recently tried to schedule with my advisor (a new feature - welcome to the 2000s NDTCO!) and my advisor was unavailable for a week. What's the point?!

It's always a bit intimidating bringing your taxes to another person. After doing my taxes for…read moreyears I knew I was over my head with my new small business so I went with Gary Hendersen of H&R block (formally vantive partners). His staff took great care and literally triple checked their numbers! I would highly recommend anyone who fears uncle Sam's wrath to get it done right the first time with H&R block

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.

An example of why banks are going away as we know them today. As a longtime customer, i walk in…read morewith a bag of change to convert to cash. Oh, we dont do that anymore. What?! No too much trouble... the millennial told me. But YOU can put them in wrappers in our lobby. He gave me a plastic thing and wrappers with a smile. I sat there while 5 employees watched and NO customers were in the bank. No one even looked my way or offered to help. Thats what we call modern day customer service. Bye bye Chase!

Okay. The most important thing about a bank is that it doesn't lose/misappropriate/embezzle my…read moremoney. Chase has not done any of these things. Yay, Chase! It has, however: - charged me hidden fees (apparently having a money market account is the same as having a financial advisor, so they charged a 'financial advisor' fee) - given me horrible financial advice (tried to get me to invest my money in the stock market - as recently as right now, but mostly in the last couple years. Oh yeah, great idea, I'll get right on doing that, Chase!) - gotten really confused when I moved from IL to CO. Apparently, despite having the same title, banks in IL and CO are (were) owned by different corporations or something and so it was well-nigh impossible to do things like, say, transfer my funds from my old account to my new account, or recognize that I had been a Chase customer for 5 years. - failed to recognize Swiss francs as a legitimate currency But like I said, what I count on a bank to do is keep my money safe, and Chase has done that, so they are A-OK with me, comparatively!