Reviews for Wealth Management Associates of CO
Write a reviewHours
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
If you want someone who will grow your portfolio with you, Jody is your man! He always explains investment vehicles to you until you understand what you're investing in. If you have stupid questions about how to invest or how to retire, Jody will never make you feel anything but prepared. Best of all, he is easily available. As a matter of fact, when the market falls, Jody will probably be calling you to see if you have any questions. I've been retired less than a year but I hope Jody is well compensated for the service he provided because I know I am
Jody has been our Financial Advisor for a while now. He is professional, patient, educates and definitely has our best interest at heart. We recommended Jody to close family friends of ours who are close to retirement and has helped them reach some of their financial goals.
Jody is a stand-up guy with an eye on the community. We truly enjoy working with him, financially, and feel very confident in his opinion, advice, and business practices. He and his wife are very supportive of local organizations and make a difference in Northern Colorado.