From a 30+ year, 3rd generation family customer... our experience working with this branch was…read moresatisfactory until Mr. Large announced he was retiring. The handoff to a new CFP was handled poorly from A to Z. I am Deaf and Mr. Large did not communicate this with the new CFP. I sent a polite email to both Mr. Large and the incoming CFP expressing my individual concerns. The CFP replied and was remorseful about the incidents that had driven my concerns. Mr. Large on the other hand was non-responsive. It was telling and safe to say that his work has declined as he sits on his laurels nearing retirement and delegates all customer contacts to his secretary and staff. Steer clear, take your money elsewhere and stay far away!

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.

If there was a -1 star I would have given it. I opened my BA checking account when I joined the…read moreArmy back in the 90's. I was given free banking because of my veteran status as long as I had direct deposit which was wonderful, So I stayed banking with them. 30 years later. Recently I start getting charged $13 because my account was below &500, I told them about my original contract but they said they have no record of it. Needless to say, I closed my account after 30 plus. They could have cared less. They did not honor their agreement with me nor even attempt to look into it. Don't count on them they most likely won't honor yours either

This is one the worst companies I have dealt with, please don't bank with them. If you call they…read morekeep you on hold for 37 minutes and longer. They never fix the problem and they are erroneous. They need to hire employees to answer the phone but evidently they are too cheap. I don't know who is worse Paypal or Bank of America. I called Paypal over 20 hours to get help with setting up automatic payments on my account. Save yourself hours of frustration, bank anywhere but these companies.

As a ten year business owner my experience has been having the right TEAM is crucial to success and…read moregrowth. That team includes all the nerve centers around your immediate staff such as book keeping and payroll. We have almost always had to settle on who we signed with. NOT ANY MORE! We found Canavan Syddall & Associates and now have the best of both worlds. We have the power of a huge company with the personalization of a small shop. The energy and passion they portray is contagious and unmatched. They are focused on You, Your business, Your goals. Without hesitation I recommend CS&A to everyone I talk to!

Kaleigh is super knowledgeable about Colorado tax laws. Highly recommended!read more