Been to many, many advisors and seminars over the years, but not until coming across Myles…read moreO'Reilly, at NWM, did I find someone who can put it all together for you in his self-designed spreadsheet that includes every form of asset and pension including Social Security you may be entitled to. Check out Claim Wise on FB to catch Myles live. He will open your eyes! Consider yourself lucky, if you can become a client, he is that good!

From the owner: At Navigation Wealth Management (NWM), we teach and educate people how to create multiple streams…read moreof income in retirement; helping them to retire with dignity and choices; giving them options when planning to pass their hard earned assets to the next generation with tax efficiently and without burden.

They don't trust their own agents to go and visit 98-year old clients to confirm Identity. You…read morehave to pay a mobile notary to get access to YOUR money. They will reimburse but time and inconvenience. This is just flat out idiocy to arrive at a satisfactory solution of confirming and elderly couple. There is no common sense only BS bureaucracy.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Best accountants I've worked with! Personable, fast, thorough. Taxes can be stressful and Grey CPA…read morehelped to reduce my stress tremendously!!

I've been very pleased working with Forrest at Grey CPAs over the last 6 months for my small…read morebusiness and couldn't be happier with the service. Forrest has been very patient and understanding from the start up phase of the business through the operational phase. He's handling all of my accounting and tax preparation needs and more. He's very knowledgeable, detail orientated and really easy to work with. I'd highly recommend Grey CPAs to anyone.

My husband and I are nearing retirement age and didn't know where to turn for information about how…read moreto make the transition. We needed advice about refinancing our mortgage, what to do about an old 401K and how we were going to live on Social Security. My mother had bought an insurance policy for me and my sister through Thrivent Financial for Lutherans in Arkansas so I decided to try the local Loveland office. Mom contacted her consultant in Arkansas and he in turn contacted Gene L. Elder here in Loveland. That was the best move we've made in a very long time. I went alone the first time I met with Gene. The secretary, Anne, was very warm and helpful. You can't fake warmth; you either have it or you don't and she did. She offered me a mug of coffee and Gene and I sat down to get acquainted. Gene reminded me of a "financial consultant" version of Tim Tebow. Clean cut, respectful and very REAL. His conduct was knowledgeable, confident, empathetic and wholesome. He didn't rush me, heard my whole scenario made suggestions and as we shook hands in parting I decided that this young man had my business. I asked what I owed him and he said there was no charge for our visit. The second visit that included my husband went even better. He made suggestions and put us in touch with his many contacts in various industries to address the issues that we are facing. We keep in touch weekly through email or phone and he has never asked us for any money. I feel less anxious about the future knowing that this very capable young man has our back.

Checkmarks allows me to focus on what I do best while they handle the rest. I have recommended…read moreCheckmarks to other businesses and will continue to do so!

From the owner: Bookkeeping needs vary from person to person and business to business. For some, it's simple…read morereconciliation of accounts to make sure all income and expenses are clean for tax-filing purposes. For others, it entails paying bills and invoicing clients. Some professions require job costing assistance to make sure they maintain a proper profit margin, while some just want to keep their personal finances organized for better house-hold budgeting. With almost 20 years of experience and business ownership, CheckMarks has an extensive bookkeeping background and the knowledge to assist both large and small. We've perfected the art breaking down those overwhelming tasks into manageable baby steps - done in such a manner as to keep the client sane and relaxed. Although we may never be able to make tax time a happy time - we're bookkeepers, not magicians - we strive to take the stress and guess work out of the equation.