Financial Planners in Fort Collins

“Hands down the most honest and well-versed financial planner in Colorado. The entire team here has extensive knowledge of comprehensive financial planning. I highly recommend working with REA, integrity is hard to find in this industry, but this place has it.“

“No better Advisors out there. Kyle & Rod are incredibly knowledgeable, professional and driven. They are also the most trustworthy and noble people whom you'd want to have guiding your future“

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“Saved my future after a bad situation with another planner. Works hard too put his clients first.“

“Nathan and his team are great. They think outside the box and came up with creative investment opportunities for my wife and I. I would recommend them.“

“We have been clients for nearly 13 years and have never been steered wrong. Terri developed sound financial plans that allowed us to retire comfortably (and I early!), routinely checks in, offers sound advice and is a consummate professional. We have recommended Fassi Financial to a number of people who have also become satisfied customers. We couldn't be happier with the service and highly recommend them.“

“The same great service, attention and expertise I've been receiving for well over a decade.“

“Ryan Yoder. Very good product and service. Can recommend him with confidence Rusty Huelle Owner of 3BIDZ, Window, Siding and Patio Door Replacement“

“Josh Miller took over my life insurance account and I became a client of his in 2018. Since then I have not hesitated in referring friends and family to Josh for financial guidance. He is now a friend and I look forward to what he can do to help my wife and I manage our money wisely.“

“Patti has been beyond helpful in helping me deal with my mother's estate. Prior to that, she was amazing in working with my mom and all of her accounts. I highly recommend Patti! She is very thorough, thoughtful, and knowledgeable.“