Financial Planners in Boulder

“I've been a client for three decades plus and have benefited greatly from the expertise of this firm. My advisor works with me to keep my portfolio balanced to deal with the economic environment, and occasionally talks me down when something in the news has alarmed me. I appreciate the clear language, patience and kindness of the team.“

“Kendra is knowledgeable, conscientious, and to the point. You won't find a better financial person to work with“

““

“The Wealth Creation class offered by Tron Welch is so full of valuable wisdom. I learned so much and was inspired to review my entire financial plan today and for the future, making it an incredible value.“

“It is a pleasure working with BlueBird Advisory because Pete Ruh is invested in each individual client. Over the years we have benefited from his hard work.
His attention to his customers makes you feel like a VIP.
He is personal and positive. Responds to calls and questions promptly, Takes the time to explain why and how he selects companies to invest in. Our daughter is just stating out and he made her feel very welcome.“

“FSA is a firm with highest quality planners and staff. I have been a client for more than 20 years and have been very pleased with the advice I have been given. I have recommended FSA to a number of people and almost all of them have become clients themselves. I am often thanked for referring to FSA and never received a complaint.“