I only went to this place to close out an account my ex had there. I dealt with Chris who was up…read morefront and not with Brady. She was very nice and very professional. I'm sure if I needed a retirement account there, they would be good people to work with. The location is kind of difficult to get to with all stuff around. It is near a busy intersection on north academy and during hours can become very busy. If you are going north bound it is easier to get into the parking lot.

We were blessed to meet Brady Pitt a few years ago when we were looking for financial advise. Not…read moreonly is Brady the kindest and most ethical financial advisor in the city, he is also the most knowledgeable and trustworthy advisor around. We have made so much money with his advise and guidance and have been given many opportunities to meet with Brady when the need arises or he senses that the markets might be changing. We take up way too much of his time in our appointments but he is always gracious and respectful. You will be so glad you make the decision to call Brady, whether you are a millennial just staring out, a young couple with a family or you are getting ready to retire. He will guide you every step of the way with kindness and professionalism.

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.

I had a consultation with Dan just under a week ago; from the onset he has been professional,…read moretransparent, friendly and thorough. Dan is also a great listener as demonstrated in the post-call follow up email that I received same-day. Fast forward a few business days later, I have decided to move assets from my current firm to Dan's. While these steps aren't always smooth, Dan has been patient and professional - working with me every step of the way. I do not feel like a number. And that's important to me. Dan has provided me with a plethora of financial resources and offered to meet once the funds transfer(s) have been completed to discuss short and longer-term goals. I have various options available to me but I don't feel pressured in any way. Down the road I'll update my review; based on my initial experience I am very happy with this decision and my experience working with Dan. That said, I recommend Schutte Financial.

Dan has been extremely professional , approachable, and always responds in a timely manner to any…read morequeries you have. He took time to explain financial concepts and planning in way that is easy to understand, which gives confidence in making financial decisions. Very satisfied with the service received.

Chris was very helpful to us in giving us financial advise. He gave us some great insights on how…read moreto become debt free and how to lower our tax liabilities that we didn't even know exsited. I would recommend anyone sit down for a free consultation if you are needing financial advise or planning to retire. Thanks

From the owner: You ll get strategies to help you get results & reach your retirement goals with peace of mind..read more

I highly recommend Jonathan. The fact that he is a fiduciary was an attractive aspect for my wife…read moreand I. I believe that Jonathan takes that title extremely serious and he is truly looking out for the best for our family. I can really tell that Jonathan's advice and guidance is really tailored to us as a couple and our goals. He really takes the time to educate both my wife and I about all the recommendations or options that we ask him about. He wants to make sure that we understand what we are basing our decision off of, instead of just saying "listen to me, I know what's best for you". He is extremely bright and has a great wealth of knowledge. I have talked to other financial people and Jonathan is definitely one of the most knowledgeable I have ever met. I, myself, was a business major in college and know that Jonathan is a very well-educated and knowledgeable person in the finance realm. He has helped a great deal in our future planning. We are a young couple and while I know some about finance, it is sometimes overwhelming thinking about saving for retirement, kids, house, and the future etc. Jonathan has helped us sort through these significant (future) events and really takes a "backwards" approach in that he looks at what our goals are in life, and then helps us develop a plan to get there. He definitely tailors to our needs and sets up a couple tasks to do each time we have a meeting. We are currently setting up retirement accounts, and insurance to ensure that we are covered and our family is taken care of in case of an unfortunate event and Jonathan is helping us every step of the way. There are many times I've contacted him to ask him questions about my health insurance, life insurance, 401k stuff and he is extremely prompt in responding. I have asked Jonathan about some investment advice and he was more than happy to provide suggestions. Also, he never pressures you to do anything you do not feel comfortable with. He offers suggestions and things to think about but really lets you call the shots with his help. You can literally ask him about anything, and he provides a careful and well-thought out response. I know that sometimes I've asked financial people about certain investments, and they provide very hasty and impulsive advice - sometimes they provide a "one-way" solution. However, I have found that Jonathan always refers back to our goals and ensures that whatever decision we are making align with what we want in life. He places the options in front of you, provides the pros/cons through his research and provides recommendations based on our needs and wants. Jonathan has added so much value by helping us organize our life, make financial decisions, help us save money, and so much more. Lastly, I think one of the greatest things I have noticed about him is that he truly enjoys what he does and genuinely wants to help us get things organized so that we are set up for our future.

Jonathan has been advising me for a little over two years now. He has a very logical and clear…read moreapproach to personal finance. I enjoy working with him because he guides down a path that we choose together and gives me the information that I need to get comfortable with the choices that I am making. I highly recommend using his services.

I saw Terra on Yelp and was going to call 3 company's and once I spoke to her I immediately said to…read moremyself she is perfect to help my family she was always on time and she is an excellent communicator which is necessary in order to buy or sell a home and her advise for our family saved us thousands of dollars in issues down the line my family is forever grateful to Terra and I will always recommend her to everyone and will continue to use her for all our real estate needs.

From the owner: Element Home Life is a residential real estate company. We are a full service brokerage, Our…read moreservices include: move-in/move-out cleaning, paid moving costs (limits apply), and we offer competitive listing fees. We specialize in military relocation, and first time homebuying, as well as general home purchases and sales. We use excellent seller negotiation tools, to get your home sold for top dollar. Need to sell your home fast? We buy houses cash, with 7-10 day closings. Want to sell but need repairs? Activate our listing concierge to prepare your home for the market. For our home buyers, we have concierge for you too! The Element Team is solution oriented; we help you avoid real estate problems before they arise. Element Home Life LLC is owned and managed by an award winning local Realtor®. Certifications: MRP-Military Relocation Professional, C2EX-Committment To Excellence, AHWD-At Home With Diversity *Element Home Life, Where Real Estate, Resources, and Passion Reside

I don't usually take the time to write a review like this, but WCG just helped me avoid a…read moresix-figure tax liability. I can't express how grateful I am for that. I had previously hired another CPA firm to handle taxes for my small startup. Surprisingly, despite their excellent Yelp reviews, their senior CPA didn't know that an S-Corp election should not be filed electronically when the IRS explicitly requires paper filing in certain cases. Because they mishandled my S-Corp election, my business's S-Corp status remained pending for years until we recently discovered the issue. Worst of all, the firm kept gaslighting me and refused to fix their own mistake. Based on my own calculations, the tax savings from proper S-Corp status could have been six figures, plus potential penalties if the election had ultimately been denied. I then turned to WCG to help resolve the mess. I was already bracing for the worst, paying a six-figure tax bill and possibly suing the previous firm to recover it. My experience with WCG was night-and-day better. The onboarding process was well-organized, and Sally and Amanda developed a thoughtful, reasonable plan to address the problem. I wouldn't have blamed them if it hadn't worked, since the final decision rests with the IRS, but thanks to their expertise in these matters, the plan succeeded! I just wanted to write this to thank them sincerely for everything they did to help me with this case.

I have owned several businesses throughout my life and went through a host of CPA firms. NONE of…read morethem come close to the service, counsel, and professionalism as WCG. They are proactive and responsive. I rest easy each night knowing they have my back!