LF
Latitude Financial Group
Latitude Financial Group : Orientation personnelle et claire pour votre avenir financier à Denver.
5(5 avis)
Business
$$$
Latitude Financial Group : Orientation personnelle et claire pour votre avenir financier à Denver.
Latitude Financial Group à Denver offre une planification financière personnalisée et un accompagnement continu. Les clients louent les conseillers Dan Grote et Scott Cody pour leur connaissance approfondie, leur réactivité et des plans clairs et adaptés qui répondent aux objectifs individuels. Des relations de longue date avec ces conseillers sont notées, avec des expériences allant de 8 à 20 ans, et des points de suivi trimestriels apportent rassurance et conseils en matière de retraite et de sécurité financière. Situé au 2373 Central Park Blvd Unit 100, Denver, CO 80238.
Aucune photo disponible
Des stratégies sur mesure basées sur vos objectifs spécifiques, votre tolérance au risque et votre étape de vie, avec des revues et des ajustements réguliers.
Des conseils complets pour planifier et faire fructifier vos économies de retraite, garantissant une transition sécurisée et opportune vers la retraite.
Gestion de portefeuille experte avec une surveillance proactive et des ajustements pour optimiser la croissance et minimiser les risques.
Des réunions régulières pour faire le point sur les progrès, répondre aux questions et rassurer pendant les fluctuations du marché.
Une approche structurée avec des objectifs financiers concrets définis à chaque réunion pour favoriser une croissance constante et l'atteinte des objectifs.
I have been working with Dan at Latitude Financial Group for about a year now. He is knowledgeable, responsive, and truly cares about my financial well-being. He took the time to understand my specific financial goals and created a personalized plan that's been incredibly effective. Dan is always available to answer my questions and explain things clearly. My financial future feels much more secure thanks to his guidance. I Highly Recommend the Latitude Financial Group!!
Scott has been my financial advisor for several years. He helped and guided me on my journey to retirement. He is professional yet personable, knowledgeable and trustworthy. He has always been there to reassure me when the money markets got wonky. Very approachable and non judgmental. He checks in quarterly to see if we want to meet up just to ‘touch base’, which is very reassuring to me. I would encourage anyone looking for financial guidance to contact Scott
Dan Grote has been our financial advisor for 8 years. He sat down with us prior to our retirements to talk about the best approach for our financial future. Throughout the entire process Dan answered all our questions, provided scenarios which were easy to understand and assured us that he would be watching our investments so that if changes to our plans were needed he would let us know. I highly recommend Dan for all your financial needs
I have worked with Scott Cody for 20 years. In that time, Scott has given me financial goals at each of our 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!
Dan has been my financial advisor for 20 years. When we first met he asked questions about my financial needs and goals. He then put together a plan and explained it to me in words I could understand and even visualize. This plan has changed over the years but he always did what was best for my financial future. He explained these changes to me and only went forward with my approval. Dan's management of my portfolio has provided me with security and peace of mind.
Revendiquez Latitude Financial Group pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
