Glitzy parties, HORRIBLE results!…read more During my time invested through Carlson Financial, the S&P 500 went up 43%, while my account went up ZERO! When it dropped BELOW my initial investment, I finally left. I opened my account with Carlson at the very lowest day of the markets in 2020 - right at the start of the pandemic. Markets skyrocketed, of course. Unfortunately, my account didn't. In 2023, I switched my account to another advisor because I had exactly the same amount I started with. The lost opportunity due to trusting these goons may have cost us the chance to retire! Horrible experience. Don't fall for the fancy parties and overconfidence. Really really bad.

This financial group is for all incomes and investment strategies. They give you an educated and…read morehonest look at your individual financial position, offering guidance to help you achieve your individual goals. As all financial establishments they are honest with their fees, informing you that they might not be right for your situation at that time, but they will still give you guidance on how to save, invest and expand your personal portfolio to achieve your personal goals during your lifetime. My personal portfolio has grown exponentially with their strategies. I always get great feedback from the Colorado Springs office. Carl the owner and his staff are always available and are quick to take care of your needs or question as they arise.

Frank is a great financial advisor! Advenire Wealth Management is one of the few fiduciaries that…read moreprovide a fiduciary oath in writing, making sure that they put your interest first.

From the owner: Stop Wondering And Start Building Your Life With Confidence. We Are A Pioneering Integrative Wealth…read moreSolutions Provider Striving To Deliver A Fiduciary Standard Of Care In All We Do While Reinventing The Financial Services Experience. Whether Its Our Incentivized Accountability Checklists, Proprietary Virtual Reality-Assisted Wealth Planning, Open-Architecture Customized Wealth Management Or Our Partnerships That Provide Exposure To An Array Of Real Estate And Emerging Technologies, Get To Know Us, And I Think Youll Agree That We Are Delivering Wealth, Elevated.

This company did a "presentation" about wills and trusts at the Colorado Springs Senior Center…read more They were told beforehand that their presentation was to be informational only, not sales - and that was ignored. The presenter did a "scare" presentation essentially saying that lawyers were greedy and having an estate plan with your assets going through the probate process would just tie up your estate for years and make the lawyers richer and that we should all trust their wealth management company with all of this. The presenter passed out information on how to get an estate plan notebook (cookie cutter documents) through their company for a fee (around $950, I think) so they can do their own wills and trusts and save the thousands of dollars that a lawyer would charge them to draw up these documents (uhhh I had just been to my estate lawyer the day before and the cost for a tailored will and other estate documents was less than their package). The presenter also stated that a revocable trust was what everyone should do and did not inform about the pros and cons of revocable and irrevocable trusts. - but then, she was not a lawyer, just someone giving a one hour "scare tactic" sales pitch to senior citizens. In addition to the info about buying the estate plan package, everyone was given a paper to fill out to request an appointment with the company. I did not fill it out or indicate that I wanted to be contacted. But later on, I was contacted by phone and text to schedule an appointment.

From the owner: Aspen Creek provides a client-focused approach to strategic financial management, where the…read morestrategy used is dictated by your unique situation. We know that personalized financial planning is something all of our clients look for, so we made it our priority. We have developed our personalized financial planning processes based off of proven strategies that allow us to step alongside our clients and help them traverse the mountain of retirement. We developed strategies that provide each person who works with us an empowered path towards planning for retirement and financial success.

LOL! Of no help! I guess she thought managing our money was gonna be to much work! Glad I went…read moreelsewhere!