S
Schutte Financial
Personalized financial planning for your life's most important goals.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
About Schutte Financial
Schutte Financial, led by Dan Schutte, is a trusted financial advisory firm in Denver dedicated to helping individuals and families achieve their financial aspirations. We specialize in comprehensive financial planning, including retirement strategies, college savings, 401(k) management, and investment guidance. Known for our patient, responsive, and personalized approach, we treat each client's portfolio as if it were our own, building long-term relationships based on trust and transparency. Whether you're starting your investment journey or navigating complex financial transitions, we provide clear explanations and tailored solutions to secure your future.
Business Info
Location
3801 E Florida Ave #600, Denver, CO 80210, USA
Services Offered
Comprehensive Financial Planning
Holistic strategy development covering retirement, education, investments, and long-term goals.
Investment Management
Personalized portfolio management with a focus on solid, goal-aligned investment products.
Retirement Strategy
Expert guidance on 401(k) contributions, IRAs, and retirement income planning.
College Savings Planning
Tailored solutions for education funding, including 529 plans and other savings vehicles.
Financial Consultation
One-on-one meetings to discuss goals, answer questions, and provide detailed investment options.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
A
Alex Gerber
via Google
4 months ago
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.
D
Donald Arantvia Google
8 months ago
Dan is a great advisor and has exceptional investing products to help our family meet our financial goals. He is professional, thoughtful, and treats each investment as his own. If you schedule an informational meeting, he will listen to your goals, and provide detailed explanations of options for your investments. I would highly recommend Dan!
A
Ashley Myersvia Google
10 months ago
Dan has been an absolute pleasure to work with- even though we are just starting our investing journey, Dan has been a fantastic listener and has explained any questions we might have (big and small). He is patient, available, and responsive to anything we might need, and has been an awesome advocate on our behalf. We have complete trust in him and excited to have him on our side while we reach toward our goals!
A
Ashlynvia Google
over 1 year ago
Almost two years ago, my mother somewhat unexpectedly passed away. It was a lot to go through at the time, and investment was the last thing on my mind. I met Dan at my mother’s memorial, where he went out of his way to introduce himself with an amount of tact that I deeply appreciated. I didn’t know at the time, but my mother, Lori Cooney, had been his very first client. Over the next several months Dan was available for all my questions. He helped me to understand the situation and encouraged me to stay on as a client with him. Dan is quick, communicative, and highly professional. Dan truly cares for and looks out for the people whom he works with. He is more than just a financial advisor, he is a real person who treats others as real people, in a world where not many people still operate this way. From my own experience, Dan is not only intelligent and professional, but also a person who is genuinely going to look out for you and your family’s best interest.
J
Jordan Boggsvia Google
over 1 year ago
Having Dan Schutte as my financial manager has been a huge blessing already! As a younger investor who just got married, I am very appreciative that he is so willing to share his extensive knowledge and experience. He is a great listener, and I feel like he really heard what our future goals are and made his recommendations specific to us. Thank you so much Dan!
