The JH Advisors team made something as daunting as finances, not so daunting! A friend recommended…read moreJo-Ann, and we are so happy they did. We were able to get up and running quickly, have had excellent communication, and additional opportunities for education along the way. It has been a fantastic experience!

The JH Advisers team was welcoming, understanding, and offered practical suggestions and referrals…read moreto improve my financial status. They were patient and answered my questions and inquired about my situations with sensitivity and reassurance. Their body of knowledge and willingness to refer me to other experts gave me confidence and equipped me to take the next step. I am so grateful to have met them and include them in my circle of supportive experts!

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!!!

Upon your arrival to the Dechtman Wealth Management office, Kathy is the first to Welcome You with…read moreher friendly smile. The entire staff is incredibly personable, and are devoted to helping their clients achieve financial success. Several years ago, I attended a Hughes Law Firm seminar through Bellco Credit Union. Not only did we join an outstanding estate planning firm, but it was Richard Hughes who introduced our families to Jordan Dechtman's firm as a result. Working with DWM has been a very profitable decision. My husband and I have always hoped for a comfortable retirement, but never imagined our financial planning would turn out as well as it has. Jordan, Sam and Adam have been extremely accommodating, and continually make themselves available for annual reviews of our accounts, and promptly respond to requested meetings that may arise in between. We have always been impressed with their knowledge, and professionalism, including the expertise of the additional team members Linda, Adam M, Christie and Lauren. Charles Schwab has collaborated with Dechtman Wealth Management as the custodian of their clients' financial accounts. Together they assist their clients in achieving their goals in a confident and transparent manner. Throughout the year, they invite their clientele to select a pumpkin pie or apple pie at Thanksgiving, a Rockies game, movies, a designated day for shredding your documents in the Spring, just to name a few. We will definitely continue recommending Dechtman Wealth Management to others!

When I decided to retire early and travel full-time, I didn't want to worry about how to invest my…read moresavings, constantly monitoring the market and moving money from account to account - I just wanted to enjoy living! But that meant I needed a trusted financial partner who would monitor my investments while I was playing. :) I interviewed 3 top rated firms in Denver. One promised super high returns. Tempting. Another questioned my retirement plans. Annoying. And one listened to my goals and shared what he would do if he were in the same situation. The latter was Sam Dechtman. When I told him how much I wanted to yield on my investments in order to accomplish my travel goals, he didn't make any promises but provided thoughtful, even-keeled advice. Sam and I have been working together for nearly 1.5 years now; most of that time virtually. In fact, we've never actually met face-to-face and yet I have the ultimate confidence in how he is caring for my assets in the US. My being abroad has never once been an issue. Sam is readily accessible anytime I need him - and the same is true of the other team members, which are all consummate professionals. I am able to easily monitor my investments via the Charles Schwab app. Additionally, Sam proactively schedules semi-annual reviews and I regularly attend the firm's client webinars from wherever I am. While I do hope to meet this amazing team in person someday, I feel fully supported by the entire Dechtman team while living nomadically. And I happily recommend Dechtman Wealth Management to anyone seeking a financial partner!

This is a terrible law firm in my experience.I tried to work with Mr.Justin Blow for over a year…read more He does not return phone calls. Ever. He appears overworked. He promises to do work, but never follows through. This law firm would fail if it was not for their excellent paralegals. A scary and terrible experience.

Attended a Free Living Trust Seminar last week which included one hour free consultation with an…read moreestate lawyer. Had my appt today with JR Phillips and was very impressed with his professionalism, knowledge and no-bull attitude. He was very upfront as to what he recommended in the area of wills and living trust issues. Gave me great advice about getting POA's for my daughter just in case something happens to her and I need to step in to take care of her affairs. His office area was very professional and comfortable and his staff and other lawyers were great. The only thing that is guaranteed in this life is death and taxes, so it's always better to be prepared so loved ones won't have such a hard time in organizing your affairs once you pass. His office provides Colorado Estate Planning, Probate, Estate Administration, Humane Divorce and Tax Planning and other legal issues - See more at: http://www.jrphillipslaw.com/firm-overview/#sthash.sMTJzRbR.dpuf. Fees are comparable to other law offices. You can call and set up a free attorney consultation. Plenty of free parking.

This continues to be an nightmare. Hours of meetings and follow up and tax day missing info for…read more2022 return. The site does not store any previous tax forms so now we can finish file from 2023 until we go to the non-responsive system. Turbo tax was less than 2 hours for 3 returns. Two standard and one complex.

Wrote an inquiry only to receive a cut and paste scripted response to call the office. Why the hell…read morewould I write the inquiry if I had to call the office anyway. Then I had to give all of my information only to be told that they can't give me a quote until I come in. BS customer service waste of time

What a great experience. During the busy tax season they took on a needed project of mine quickly…read moreand at a good price.

Mark Paller is an expert CPA with a great interest in supporting his clients. I have worked with…read moremark for over 10 years. I'm lucky to have Mark as a trusted advisor.

Eight Peaks exceeded all my expectations. Brett was professional, knowledgeable, and attentive to…read moremy financial needs. He provided clear, personalized advice that gave me confidence in my financial future. I highly recommend Brett Polzin and Eight Peaks Wealth Management for exceptional financial planning services!

From the owner: We specialize in helping small business owners, as well as individuals and families nearing…read moreretirement with tax-efficient strategies to maximize their wealth.