Reviews for Wealth Management Associates of CO
Add your commentHours
Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5Wealth Management Associates of CO
4025 Automation Way, Fort Collins
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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.
I have worked with Jody J. Roth since 2002. Before working with Jody, I felt other financial planners best interest was in what the planner could gain from my portfolio. I trust Jody in following my long term goals. He is very willing to do what is right for the client. I have recommended his services, which goes beyond Financial Planning, to other family and friends. You can trust Jody J. Roth with your portfolio! He will do what is best for you.Mark J.