Kyle was very helpful in giving me advice and guidance on my financial planning decisions. The bonus is that he is al...
Kyle was very helpful in giving me advice and guidance on my financial planning decisions. The bonus is that he is also an all-around affable and easy-to-work-with guy. I consider myself reasonably knowledgeable when it comes to financial planning but Kyle pointed out things I didn't think of and gave me confidence in my next steps. He was generous with his time and I would certainly recommend him.
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Mike Fibiger is a top notch money manager. But it’s not all about dollars and cents with Mike. After my husband passe...
Mike Fibiger is a top notch money manager. But it’s not all about dollars and cents with Mike. After my husband passed away and I was lost in the chaos, Mike helped me find my way through the maze of accounts and helped me make very informed decisions about how to manage my money for my and my kid’s futures. He did all this with a caring ear and a box of Kleenex. Since then he has checked in and made sure that we are still on course to my financial goals.
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IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analy...
IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analysis and oversight, the firm prioritizes values investing hand in hand with profit-making. Rebecca Kennedy’s exceptional facilitation skills helped us through what can be a stressful process to develop a financial life plan that works. Highly recommended.
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Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights...
Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights. He can create a quality financial strategy for a wide range of situations. I love that he's a fee-only fiduciary. Ultimately, I highly recommend Jake and everything he does.PositiveResponsiveness, Quality, Professionalism, Value
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We are fortunate to have Beacon Pointe Advisors and our personal support team of Tom, Brad & Carlos working for us. T...
We are fortunate to have Beacon Pointe Advisors and our personal support team of Tom, Brad & Carlos working for us. They have always provided solid financial management with a very personal touch. We started working with Tom Stefaniak ten years ago while still working. He developed a solid Wealth Plan that allowed us to retire recently ahead of schedule.We look forward to our financial reviews with the team because we enjoy talking with them and see the positive results. Our present and future needs are secure because of our partnership.ServicesFinancial planning, Retirement savings consulting, Investment advising, Wealth management
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Having been through 3 bad advisors in the last 5 years - Dan has been like a godsend. His strategy is solid. Being ab...
Having been through 3 bad advisors in the last 5 years - Dan has been like a godsend. His strategy is solid. Being able to work through financials goals across everything from college, retirement, 401k contributions and much more is incredible.At every step Dan has been very patient and always available. I highly recommend that you look him up and give him a chance to help you reach your goals.
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My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my ...
My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my retirement from an agency with the State of Colorado. What we learned, unfortunately, the hard way, is the cornerstone of aligning our goals/values/needs with a wealth management firm, is communication style.Dechtman Wealth Management, just moved to 5975 S. Quebec, and they are even more convenient to our house. Yay!Happiness for us is being treated professionally with respect and appreciation of our unique investment needs. If you feel that you are being treated based upon the amount of investments you are placing into the hands of a firm, you need to strongly consider walking away, with your current balance in hand.We put Dechtman Wealth Management (DWM) through our checklist (yes, to pass):fiduciary standardcertificationsfirm cultureservices offeredfee structureyears in businessnational and professional reviewsWe cannot say enough about how wonderful our two main cont
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Can’t say enough good things about Tiffany! She was always quick to respond, explained everything clearly, and handle...
Can’t say enough good things about Tiffany! She was always quick to respond, explained everything clearly, and handled the VA process like a pro. Most importantly, she helped structure everything so my client actually received money back at closing. If you need a lender who knows what they’re doing and communicates nonstop, she’s the one.
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My husband and I met with Jacob, Adrian and Matthew to review the financial plan CWG prepared. The meeting was so ins...
My husband and I met with Jacob, Adrian and Matthew to review the financial plan CWG prepared. The meeting was so insightful and informative and yet conversational and engaging at the same time. The level of expertise and attention to detail, from financials to tax and estate planning, was impressive. We came away with the assurance that we made the right decision in selecting CWG as our financial management team. I highly recommend CWG for anyone that is interested in making sure their financial plan is on track, both in the short term and over time.ServicesFinancial planning, Estate planning, Investment advising
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Wonderful interaction with Les before Christmas when he was trying to reduce warehouse inventory. He was super flexib...
Wonderful interaction with Les before Christmas when he was trying to reduce warehouse inventory. He was super flexible and helpful as I was trying to pick out dining room chairs and make sure they coordinated with an existing table. We ended up purchasing. VERY good, competitive pricing and we're happy with the product. I would definitely recommend checking them out, and if they don't have exactly what you want, ask questions; they may be able to find what you want or have a viable alternative.
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