Financial Planners near Lakewood

“JoAnn and Colette are fabulous! Their friendly, practical approach is backed by education, knowledge and skill. The fiduciary hat looks great on them! I highly recommend JHAdvisors.“

“First Class Advisors! I've struggled for years to find a competent advisor to fit my challenging financial needs. Hinds Financial Group has exceeded my expectations. Top notch service guided by the amazing founder and and her incredibly intelligent, compassionate team. I have recommended Hinds Financial Group to friends and family, who are all happy they made the switch. Highly recommend!“

“I've been working with Moneta now for over 2 years now. A fantastic wealth management firm, Lynn and his team welcomed us in and quickly provided a plan for our complex financial situation. They checked our goals and reviewed everything and set us on the right track financially and then started ensuring that our estate planning was in good shape. The team has been wonderful to work with and we've been relaxed ever since and confident that Moneta is taking care of us.“

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“Mark Nicolet-Trilogy Financial
I met Mark 2 years ago when I was looking for a financial advisor. His name was sent to me as a recommendation, while I was working through Dave Ramsey’s 7 Baby Steps plan.

I had reached Baby Step 4. “Invest 15% of your Household Income in Retirement”, so I used the SmartVestor option on the Ramsey website that provided recommendations for financial advisors who had been researched and approved by their team.

While I met with and talked to several people, Mark was the one who made the biggest impact. I felt like he genuinely cared about me and my goals. During our visit/interview he identified the areas that were important to me. When did I want to retire? How much safety in investments did I need vs. risk. What was my current financial picture and where was I headed with my plan?
Having been a single parent for 14 years and sole income for my household for over 20 years, I did not easily trust anyone else with the funds from my hard work and effort.

I did my own research and found him to be someone that I not only liked but also admired. He is very personable and welcoming; he is family oriented and genuinely kind. I trust Mark.“

“Grant and Jeff run one of the BEST boutique shops in town. They're far and away more talented, thoughtful, and dedicated than any of the big name financial planners and wealth advisors. Highly recommend them and their work!“

“The first time I had a meeting with Ali & Barghelame Wealth Advisors, I was not prepared for the amount of time and quality of questions they would have. Ali really dedicated time getting to know me, my goals, and where I was in life. He then presented a plan that was custom to me and my family.
A big part of our goal was retirement planning, and I cannot tell you how the impact it has had in my life just knowing that that part of my life is on track and taken care of. I don't have to think about it any more because Ali & team do it for me!
If you are looking for personable service that is customized to you and your needs, this is the right place to go.“

“Very knowledgeable folks helping with retirement investments. Have used them many years now“

“Kyle was very helpful in giving me advice and guidance on my financial planning decisions. The bonus is that he is also an all-around affable and easy-to-work-with guy. I consider myself reasonably knowledgeable when it comes to financial planning but Kyle pointed out things I didn't think of and gave me confidence in my next steps. He was generous with his time and I would certainly recommend him.“