Knowledgeable tax specialists producing timely tax returns for many years. Consultation on future…read moretax issues also available.

When I purchased my Condo in Fort Collins 3+ years ago Tia Jaffee was wonderful. She was always…read moreprofessional, processed my loan in a timely fashion; as well as giving me updates as we progressed through the process. I would highly recommend her!!

I found Greg to be very helpful with my Estate Planning needs. He was clearly knowledgeable and…read morehelped fill in some blanks that I had overlooked. He was low key and very easy to talk to, no pressure at all. I'd happily recommend him for his knowledge and experience.

I was really impressed with the services I received from Greg at Balanced Financial. I asked him…read moreto evaluate the current IRA contract I had which took him a lot of time to research. He then compared it with different Fixed Indexed Annuities (FIA) he had to offer. He did an excellent job of explaining FIAs and ones he recommends for my situation and desire to leave an inheritance for my kids. I didn't find FIAs easy to understand at first so I'm thankful he is a really good teacher! He was very patient since it took me a while to get it. He had some good power point type slides and illustrations that helped a lot. I ended up switching to one of the FIAs he recommended. I now have peace of mind since I have guaranteed income for retirement but still can share any growth with the stock market and be assured I can leave money for my kids!

I have been with Veronica Schlagel State Farm agency for over 19 years. Veronica and her staff…read moremake you feel like family and are always available to assist with any support or question you may have. Their prompt and honest response has made me feel secure and safe with my decision to place all my policies in their trusted hands. I appreciate the proactive approach Veronica's team has in reaching out to offer reviews of my current coverage. You are never just another policy number with Veronica. You are always treated like you are the most important client she has. I value having Veronica and her team by my side.

Barry Bode is a fee-based financial advisor. He is refreshingly honest and sincere in you, your…read morefamily and making sure that he does the right thing regarding your specific financial situation. We are quite happy with his services.

I have had the pleasure of being in a business group with Bill Heideman, of TSYS, for several years…read morenow! There have been multiple business partners of mine who have done business with Bill, and everyone has been completely satisfied! Listening to Bill speak about his business, one can easily see his dedication and passion with his clients and his company! I highly recommend Bill Heideman and TSYS for all your credit card processing and merchant services needs!

We have been doing our taxes with Stephanie at Unify CPA for a number of years now! Everything is…read moreextremely professionally done, and it is very evident that they take client privacy and security as a top concern! We have always submitted all of our documents through a secure portal, with several layers of security. Stephanie has always done a fantastic job on our returns, and gets them done very quickly! We also know a number of other people and businesses who do payroll and taxes with Unify, and they are all completely satisfied! I'm glad to be able to refer my friends and family to such a trusted company who will do a great job! I highly recommend Stephanie and Unify CPA and Payroll for all your taxes, bookkeeping, and payroll needs!

I am so grateful to have found and been accepted as a client by this firm! I needed a divorce from…read morea volatile and unpredictable person. Jim and Diana kept everything very professional and as calm as possible. Even from our first interview Jim was concerned with my safety, he spent his own time going over safety practices with me. Throughout the process Jim kept me current with all events. He prepared me and my case for the worst scenario to get the best results, should that happen. He explained the laws that were applicable and how a judge would view my case. Luckily the other party was a final no-show and we got a best scenario result. Regarding fees and billing, Jim and Diana kept very accurate accounting of time and effort spent on my behalf and all were included in my billing statements. I really expected the costs to be higher and was worrying about how I was going to afford them. Due to their efficiency the costs were more than reasonable and I am able to budget them in. I disagree with a previous reviewer who says Jim is only after $$$'s, Jim does his business to help people and asks only to paid commensurately . He is honest and up front about his fees and intentions. I know that he spent unpaid time on the phone and in person with me. If I could I would rate this firm 10 stars out of 5!!

Yikes. My ex and I had selected this person to…read moremediate/arbitrate a real estate issue after our divorce. During our meeting, he spent all of 3 minutes trying to get both parties to mediate (where he assists us to create a working solution) and was quite anxious to get right to arbitrating. Arbitration is where he just makes the rules and we are ordered to follow. He sent us both home with information to gather and present to him. He would use it to make a decision. He failed to explain exactly what all he'd be ruling on and was very vague about his process. 2 months later, he finally wrote the orders which over reached what we actually came in for. After he made those orders, he became unavailable and refused to explain any of his decisions. The rules that he created removed any decision making we originally had during the sales process of house selling. His orders demanded that we list our house on Christmas Day - how bizarre listing a property at the worst time of the year to sell a house. Along with several other odd rules, he removed our ability to counter any offer we received. As it stood, we got a low ball offer and we were forced to accept it without any counters. We were also forced to give the buyer money for improvements. We lost so much money following his orders. My ex and I were completely sick about it. We had to pre pay the entire amount of arbitrating, and wouldn't you know it - even though we only saw him once for a short time, he went through all of that money and billed us for more money after he delivered his orders to us. It's hard to believe he actually spent more than a few minutes coming up with his uninformed orders. This guy is a non existent mediator. His communication skills are pitiful. He is one of those jack a$$es who gets off playing God in his own little world. And is clearly not qualified to do anything when it comes to real estate. There are so many people willing to make money off of the unfortunate break up of families out there. Odds are, you have enough personality conflicts in your life than to have to deal with a bad communicator with some kind of power issues. You would be much better of passing this one up.