Gary is awesome to work with. As someone who is somewhat familiar with finance, but just enough…read moreto be dangerous, I really appreciate his patient approach. He always has time to explain things I don't understand, help me to make good decisions, and explore all options. I can't say enough about how important it is to me to have someone I can trust with my hard earned money, and how happy I am that I've got Gary on our side. Thank you Gary for being such a great guy.

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.

LWM started out as a great firm until my advisor retired after being with her for 24 years. Even…read morein recessions my account had a positive return. Out of the blue this week after not being in contact with them for several months I get a letter saying I have to find a new advisor in 20 days, with no explanation given. Yesterday I called to get a copy of how my account is doing (I don't get quarterly or even yearly updates without having to call for them.). I just found out that my account has decreased over 45% in less than thirty days. I can't contact my replacement advisor who only responds via email through his secretary. (Secretary is better than he is). I have no idea what is going on as no one will return my call or email. Really odd place since my advisor retired. MORALE OF STORY: I'm frightened and want to know where my money went, and why the sudden cancellation of my account with them with no explanation given.

From the owner: We value our relationships with our clients above all else. We see you first – not your account…read moresize. Our culture is not about hard sales, but about building relationships. You’ll never feel pressure while working with us. The firm is owned by our financial management advisors so we are dedicated to preserving our culture and continuity. Because we’re not employees of another firm, we are not distracted by corporate interests and can focus on what is best for you. We take a complex process and simplify it to a level that’s easy to understand.

25 Rd Location in Grand Junction:…read more Let me start by saying how nice it is to have a Bank in Grand Junction where you can walk thru the front door and have access to anyone from the President to the tellers. Always professional, prompt friendly service with a smile, very helpful and personable employees. I use the drive thru quite a bit and have come to know all of the tellers by name. Ashley, Andrea, Suzette, Brandy, Julia as well as Jessica Elder in Customer service. They always take good care of me. Thank you for a job well done. Todd Binkley

Jessica is a wonder employee and customer relationship builder…read more She was able to solve my banking problem with a smile and positive outcome.' A friendly level of customer service can be found at Grand Valley Bank. Giles Poulson

Linda is an EXCELLENT licensed broker! I didn't know what to do or how to start with my insurance…read morebut she walked me through every step and medial coverage plan. Linda is very thorough and works with integrity. I trust her agency and I'm glad she's my broker.

From the owner: Founded in 2019 by Linda Simonton, LS-Insurance is a dynamic and client-focused insurance agency…read morespecializing in healthcare, property, and casualty coverage. As a sole proprietorship, LS-Insurance stands out for its personalized approach and a wealth of experience in the insurance industry. Our Founder's Expertise With over 30 years of invaluable experience in the healthcare insurance sector, Linda Simonton brings a unique and multifaceted background to LS-Insurance. Her journey encompasses auditing for Fortune 500 insurance companies, hands-on nursing aid duties for private clients, and proficiency in medical billing. This diverse skill set not only sets LS-Insurance apart but also establishes a foundation built on expertise, empathy, and a deep understanding of the intricacies of insurance. At LS-Insurance, we believe in the power of relationships. Despite not actively engaging in marketing efforts, LS-Insurance has organically grown its clientele through the strongest form of endorsement – word of mouth. This is a testament to the trust and satisfaction our clients have in the personalized service and comprehensive insurance solutions we provide. At LS-Insurance, we envision a future where insurance is not just a transaction but a partnership. Our mission is to continue delivering exceptional service, tailored solutions, and unwavering support to our clients. As we grow, our commitment to integrity, transparency, and client satisfaction remains steadfast.

Ryan and his office are always helpful and knowledgeable when I have questions. I appreciate his…read morewillingness to go above and beyond.

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.

We had a horrible experience with this business. They were rude and they hide their fees from their…read moreclients. Every year they mismanaged our taxes. They a crooks and I highly recommend you hire someone else!

Mark is a genius! He is trustworthy, professional, knowledgeable and an expert in his field. Mark…read moretakes the time to understand you and your needs as a client. He not only prepares my taxes he sits down with me to help plan for the next year.