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.

Doug was super helpful and had lots of great insights and thoughts on planning for retirement,…read morecollege, and various tax situations. I'd highly recommend him for any financial planning advice!

Doug was extremely helpful and patient with me! He found a way to fit me in to his busy schedule…read morewhich I greatly appreciated. I'm working on buying a home and Doug helped me identify a budget and strategy. He helped me execute that strategy and answered my questions via email promptly. He also helped me optimize for retirement and give me a good view of the strength of my plan. He sent a thorough recap and identified action items for me to follow up on. Highly recommend!

I graduated school, worked as a consultant, and switched over my retirement plan in one year (like…read morean adult!) so I knew TurboTax wasn't going to cut it. Having worked with John on a variety of trying projects in the past (and been really impressed by his professionalism and experience), I knew he'd be the best choice to navigate what I thought was complicated. He made the process seamless and easy, and only gave me a tiny bit of harassment about signing off less than 24 hours before tax day: "What day is today?" "Norma. It's APRIL... FOURTEENTH." *nervous laughter* Thanks, John!

John is a genuine professional that provides you with well informed information for success. Easy…read moreto work with and hope I will have the pleasure to work with him in the near future!

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!!!

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.

My experience with David suggests that he is a highly knowledgeable, responsive, and trustworthy…read morefinancial advisor. David was extremely helpful in guiding me through the process of rolling my 401k accounts into an IRA at Wells Fargo Advisors. Since becoming a client of his, I have found his personal views on the economy and markets to be both accurate and actionable. He expressed a very bearish sentiment on U.S. stocks BEFORE the 2008 correction, thus enabling me to avoid severe losses. Moreover, he provides his service at a very competitive rate, returns my calls and email requests promptly and is a pleasure to work with. I believe that David has my best interests in mind and am confident that I'll continue seeking his advice throughout my career and retirement.

Courtney Sackett is truly a MVP! This review is a year late…read morebut my mom transferred her accounts from another institution to Schwab and Courtney couldn't have been more pleasant, knowledgeable, none judgmental. After she got my mom set up Courtney even helped me set up a account and helped me understand how it works. If you are looking to open an account, have questions or just want someone who won't leave you feeling icky ask for Courtney!

horrible trying to reach someone there. Automated machines. Can't find advisor Me I think I will…read morefind someone else that can be more helpful. Another company that has actual people that answer questions.

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.

Scott is a very trustworthy, knowledgable and customer-focused Financial Advisor. He is…read moreprofessional, understanding, highly capable, and also very relatable. He was so patient, understanding of our financial situation, and extremely knowledgeable about investment strategies. Most importantly, he took his time educating us on the strategies and why he was recommending them for us.

I have worked with Scott for 20 years. In that time, Scott has given me financial goals at each of…read moreour meetings to work on before our next meeting. This process has solidly helped me to grow my investments and be in a financial place that I could never imagine. When I met my now husband, he also began working with Scott. He started with $11,000 in retirement investments and has now grown that to over $700,000! We both appreciate all of the help and pragmatic advice Scott has given us over the years! Because of Scott's guidance, we are beginning to map out our retirement plan ... sooner rather than later! We couldn't have done it without Scott!