Dana has worked with us on our investment portfolio and we feel that he's extremely knowledgeable,…read morecapable and he really has the interest of his clients as his top priority. Dana helped us to roll over our 401K from a prior employer, and we were able to structure a good, conservative plan for this section of our portfolio to take that old money and get it working again. Coupled with the other sections of our portfolio, we are now well diversified in our retirement plan, and we have some additional plans that allow us to be a more aggressive with our strategy. If you're in the Westminster, CO area, and you are looking for a financial advisor, I would recommend that you contact Dana at Edward Jones, you will be very happy with his level of service and his refreshing approach.

Straight forward, honest talk to help you make clean financial decisions.read more

From the owner: We want you to thrive. Which is why our financial philosophy is based on time-tested biblical…read moreprinciples of financial stewardship. Does that mean you have to be a Christian to be our client? Absolutely not! But we know values are important, so we want you to know ours.

CONTINENTAL CREDIT CONTROL is legit, but not CONTINENTAL CREDIT…read more Continental Credit is a fraudulent company. I say this because they have taken ~$90 each month out of my account since Sept 2022 promising to erase my debts. Today Jul 05 2023 is the fourth time I've cancelled their fake service. They have done nothing to fix my account. In fact I was paying another service 1/2 as much, which was doing a great job, but Continental Credit told me that other service is making my credit worse. They told me to cancel the other company and soon my debts will be erased with Continental Credit's services. That was back in Feburary and still nothing has changed. Transunion, Experian and Equifax have sent letters to me regarding a third party claiming to have permission to work on my credit reports, but that the third party is doing suspicious illegal stuff with my accounts. I'm not going to listen to Continental's lies anymore. They insist on talking to me on the phone, which is how they manipulate me to continue paying them. The website portal doesn't show anything of importance nor do they have a cancellation section. On the telephone is the only method they use in order to keep saying they have been doing great progress with my debts, but they never show any proof and it doesn't reflect on my credit reports. To make them stop taking my money I had to cancel my bank account and open a new one. I clearly feel this company is another scam and should be investigated and they should refund every single penny that I've paid them. THE FBI AND BBB SHOULD INVESTIGATE CONTINENTAL CREDIT AND SHUT THEM DOWN. I've recently seen 100's of complaints online about this business that is SCAMMING AMERICANS OUT OF THEIR MONEY.

I have been dealing with Continental Credit for 12 months…read moreand was getting frustrated. I called today to discontinue our relationship but after talking to Ms Alexandra Fernandez I decided to continue in getting my credit issues taken care of. She took the time to explain to me what had been done and what would be done. She conveyed genuine concern in my credit issues. I will definitely refer any and everyone I know to her.

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!!!

2022 TAXES: I have used Troy for a few years now. He is busy but yet still makes time for personal…read moreservice. Self employed, rental property, investments and military income are all included in my return. It is not a simple return but it is handled well by Troy. RECOMMEND.

What a horrible frustrating experience. I used Troy for years and thought he was over charging me…read morebut accepted it was just par for the course. He is non responsive to emails, and requested filing extensions without my permission 2 years in a row. I found an amazing new CPA and was just going to let it go and not engage with Troy again, until I just received an outstanding bill from the IRS in the mail from 3 years ago! My new accountant charged me half as much and managed to fix all of his errors. Lastly I feel horrible that I referred a friend to him some years ago as they just received a $1200 fine because he filed their business taxes late.