Having known Kristi with Sullivan Financial Planning for over 6 years now, I can happily recommend…read moreher for your financial service needs. Not only is Kristi honest and smart, she's up-to-date on today's ever-changing financial markets.

Kristi's presentation and evaluation of our situation was thorough and reassuring. Her ability to…read moreexplain market/retirement strategies in a straightforward, evidence-based and concise way was just what we needed and much appreciated. I would recommend her for anyone contemplating their best options for retirement and investment goals.

Excellent, professional financial advice with Alpha 1 Tax & Wealth. I had an initial consult…read moremeeting with Brandon Wilson. He took the time to review my retirement funds and investments to determine the best action plan. There was no pressure to sign up with Alpha 1. Still, I was impressed with their knowledge, attention to detail, and personalization to meet each investor's needs, so I will now work with Brandon and Alpha 1 to manage my investments. Office staff is friendly and courteous, and got future appointments scheduled quickly. Highly recommend.

Josh Park is an amazing advisor representing an excellent company. He is quite responsive to client…read moregoals and strives to address any concerns. Alpha One's research department provided an awesome strategy, which produced solid returns within the first eight months. Together, we are working on a long-term plan for future growth, which is customized to my situation. I highly recommend this company.

I have known Dominick for many decades. He has always been a true friend who has always been…read morethere if I needed anything and always willing to lend a helping hand. He has guided me through some tough financial landscapes and I've always come out on top. I've trusted him with my portfolio and seen it grow consistently. I will continue to do so in the years to come. I'm blessed to have such a dear friend. Thank you Dom! Mark M.

Outstanding presentation, covered all my subjects and ques tions. Recommend attending for all…read moreinterested investor. Five Stars!. $$$$$

Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

We have been so fortunate as to work with Chad and his company for many years. Chad took the time…read moreto get to know us as a family, and has seen us through every major financial decision in our lives with wonderful advice- from buying our first home, to starting our own company to planning our kids education and building equity for our futures and our retirement. He has a deep knowledge of the financial markets, and the patience and accessibility to be there for us with sage advice (and good humor) anytime we have a question. I trust Chad and his team and would recommend him as a financial advisor to anyone, no matter what stage in life or finances. He has also written a fabulous book, Wealth by Virtue, which walks you through accumulating wealth in a read that is detailed, thoughtful and enjoyable.

I don't consider myself the 'financial' person of our family. However I realized it i is important…read morefor me to have a better understanding of investing to be better prepared for whatever my future may hold. After reading Chad's book Wealth by Virtue, it felt less intimidating. I have and will continue to recommend Chad for his expertise of finance and his aptitude for working with people (like me) de-stressing the art of investing and planning.

This company will give you trustworthy and reliable service. Have known them for many…read moreyears--highly recommend. Dana Naas - Golden Printing & Promotional Products Lakewood, CO 80215

Hi, I have known Matt at Golden Wealth Solutions for a long…read moretime. He is a financial adviser that will give you honest and smart advice on investing, managing money and other ideas to make you make smarter and better investments. A very nice, quiet, low key guy who is not pushy. You will like him. You will like his advice. randy

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!!!

We started working with Julia a couple of years before we retired. This had to be one of the…read moresmartest moves we made. Julia and her office manager Eric have been very responsive even though we are not what I would call a major client. Calls are always returned promptly and I believe we are getting excellent investment advice as markets change and new investment opportunities present themselves. There is no doubt in my mind that Julia functions as a fiduciary with our best interests foremost in mind.

A great company with a personal touch. Julia is very knowledgable at what she does, always…read moreprofessional and willing to help with any questions, suggestions, etc. Eric is prompt, punctual and very pleasant to work with. They both have a good sense of humor that helps in any working situation. Happy to work with you. Thank you!