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.

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 have know Jo-Ann for about 8 years. I originally met her when I was networking for my business…read morewith the West Chamber. I have always been impressed with her level of knowledge and integrity. My husband went to a Social Security seminar last year and we reconnected. She spent a considerable amount of time with me and my husband last year. She reviewed our financial products and set up a retirement forecast. There was no pressure or obligation from her. I was fortunate to engage her services earlier this year. She has taken the time to educate us along the way. I am very pleased with her services.

From the owner: Financial advisors helping people strategize for retirement, invest in their future and make…read moreinformed decisions about their money. Family owned, independent fiduciaries specializing in comprehensive financial planning, investment advice, 401k decisions, tax reduction strategies, Social Security maximization and advanced planning software solutions. Certified Financial Planner. We do not offer debt or credit counseling. We are not tax preparers or attorneys.

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.

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!

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 have had an excellent and consistent experience with financial security. 4 years ago MaryBeth…read morePickett helped us purchase a condo. This year she helped us navigate a difficult market and sold that same condo. We got a great return on that investment. Marybeth was invaluable in the purchase of our new home. She helped us navigate a difficult loan assumption process securing a great deal that will save us money for years to come. She was super easy to reach and got back to us with answers to all our questions quickly. I would recommend Marybeth to anyone looking for a real-estate agent in the Denver metro area!

Would be 0 if can unprofessional predijuce two weeks do taxes use to be great place until people…read moreretired now just nasty and unprofessional if you want wait forever taxes go uete

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.