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!!!

Eric has been a friend, business guide, and confidante for my wife and I in shaping our financial…read morefuture for the last 11 years. He is focused on motivating us to reach our financial goals, he is transparent/honest about how he get's paid, and most importantly he looks out for our best interest when suggesting investment advice. I have recommended Margin to close friends/family, and will continue to do so.

From the owner: MARGIN offers creative wealth management to ultra-high income earners. Our services include…read morecreative financial planning, investment management, and tax strategy and preparation digitally throughout the United States, and locally in Denver, CO.

I cannot say enough wonderful things about Mary with Helping Hands and the help she provided our…read morefamily. She went above and beyond in every possible way to help get my mom approved for Medicaid. This was not a simple process. It took months and months of work, countless documents, proof of payments, follow-ups, and what felt like an endless amount of paperwork. Mary stayed on top of every single detail and never gave up. She was incredibly thorough, patient, responsive, and genuinely invested in helping us get through it. There is absolutely no way I could have navigated this process without her. She truly went to the ends of the earth for my mom and our family, and I will always be grateful for her persistence, knowledge, patience, and kindness. Mary is exceptional at what she does, but more importantly, she truly cares about the people she is helping. Having someone like her in our corner during such an overwhelming process made all the difference. I cannot recommend Mary and Helping Hands highly enough.

When my husband became seriously ill and long term care was inevitable, the long term care facility…read morereferred me to Helping Hands Consulting to help me navigate the Medicaid application process. I was referred to Sam, a consultant , I should say expert in the Medicaid qualification/application process. Sam, with her wealth of experience with all things Medicaid, made the application process seamless and was with me every step of the way. I thank God every day for my consultant Sam and the Helping Hands team. I made an attempt to complete the application myself and found out quickly that I needed the expert assistance of a Medicaid consultant so I would most definitely recommend Helping Hands Consulting for your long term care insurance needs.

It is a pleasure to work with Flatiron Advisors. The staff is friendly, knowledgeable, patient, and…read moreefficient. They add a distinctly human touch to what is ordinarily an impersonal and objectifying process.

I had a good experience with Flatirons Advisors in 2024, but I'm updating my review because my 2025…read moreexperience was very negative and I can no longer recommend them. I have complicated crypto taxes and did my best to communicate this from the start, including a 45-minute call with Steve specifically about my crypto taxes before my 2024 return was filed. I made clear that the documents I sent, including a Schedule 1, were generated by my crypto tax software. In 2025, I discovered that the Schedule 1 income I provided had been left off my 2024 return. Steve never asked me what it was, never requested supporting documentation, and never told me he was omitting it. He simply left it off silently. When I raised it, he claimed he hadn't known I had complicated crypto taxes, which I believe is false and I have messages with the firm showing we discussed it. He also declined to prepare my 2025 return due to the crypto complexity, leaving me to find a new preparer on short notice. When I requested a refund of my 2024 prep fee, he refused unless I provided evidence of the income's source. While compiling that, I found that a mistake in my tax software had overstated the figure, and that the corrected amount was lower. I decided the refund wasn't worth pursuing, and I'm having the amendment handled by another firm. Steve was right to question the number. But the professional response was to ask for documentation before filing, not to silently drop income off a return without a word to the client. At no point did he acknowledge any mistake or take any accountability. In my opinion, that handling was not what a client should expect from a tax preparer, and based on my experience, I can't recommend them.