CF
Colorado Financial Advisors
Klartext, vertrauenswürdige Beratung für Ihre finanzielle Zukunft.
5(5 Bewertungen)
Insurance
$$$
Klartext, vertrauenswürdige Beratung für Ihre finanzielle Zukunft.
Colorado Financial Advisors, gelegen in der 8400 E Prentice Ave Ste 800 in Greenwood Village, CO, bietet Finanzplanung und Versicherungsdienstleistungen an. Kunden loben Steve White für Ehrlichkeit und Klartext, und Mike für tiefes Fachwissen und verlässliche Beratung. Rezensenten beschreiben das Team als geduldig, zugänglich und darauf fokussiert, Vermögenswerte mit individuellen Zielen in Einklang zu bringen.
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Umfassende Finanzplanungsdienstleistungen, einschließlich Ruhestandsplanung, Nachlassplanung und Steuerplanung, maßgeschneidert auf Ihre individuellen Ziele.
Personalisierte Anlagestrategien und Portfoliomanagement, um Ihre Vermögenswerte effektiv zu vergrößern und zu schützen.
Fachkundige Beratung zu Lebens-, Kranken- und Sachversicherungen zum Schutz Ihrer finanziellen Zukunft.
Maßgeschneiderte Ruhestandspläne, um einen sicheren und komfortablen Lebensstil im Ruhestand zu gewährleisten.
Ganzheitliche Vermögensverwaltungsdienstleistungen mit Fokus auf langfristiges Wachstum und Vermögensschutz.
Steve White is a phenomenal financial advisor but an even better human being. He’s knowledgeable, kind, and honest. As a retired LEO I have a pretty strong BS meter and he fires not even register!!!!! He’s become more of a friend than just an advisor. He will shoot straight and never sugar coat but always has my best interests in mind!!! You can trust him!!!!
I could not have asked for a better or more knowledgeable, certified financial planner. Mike has been there for me since the beginning and I always trust his advice. To anyone looking for financial help, this office is the best and will certainly take care of you! Thank you very much for everything you’ve done for me and my family.
I met with Mike and Steve and they have me a very good first impression. They thoroughly informed me on how to start preparing my finances and they seem to genuinely want to help.
This is a recommendation for Steven White. I interviewed six financial advisors before I chose Steven White. All of these interviews consisted of 2 to 3 meetings online. The first interview was reviewing my situation and needs, then I sent info about my portfolios. The 2nd meeting was reviewing their recommendations of what they would do with my finances. Surprisingly all had a different tactic (only 2 were somewhat similar). As I whittled down my candidates to 2-3 and then finally him, it became clear to me that only Steven had kept my particular situation (which is not typical) in mind when talking about my finances. He would reference specifics about my situation when answering questions. He literally was the only advisor to this. As I had additional questions when trying to decide which advisor to hire, he was always available to me, either answering the phone right away or quickly getting back to me. This high level of customer service has remained even after hiring him. Additionally, he’s very easy to talk to.
Steven has proven to be a very patient advisor by allowing me to ask all the questions I needed to have answered before moving my investments from a large, "big box" company that failed to really take my needs into consideration. Steven was excellent at realizing that I was interested in making my assets work to better fit my objectives and didn't harass nor forget about me when I had "life" happenings that impeded my progress in getting meetings setup with Steven. Ultimately, I was very comfortable in talking with Steven and hearing how they work at Colorado Financial Advisors. I never once felt like my business wasn't large enough to be managed and he definitely addressed any issues I had and made it seamless in moving my assets to be under his financial care taking.
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