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9AM - 5PM
290 E 25th St Suite 100, Loveland9AM - 6PM
3711 John F Kennedy Pkwy #230, Fort Collins“I was absolutely stunned at the clarity of Greg’s presentation of all the retirement options, beyond just the details of my pension. He brought all the variables together and made me feel confident in a decision to start the retirement process now, several years before when I thought it would make sense. Thanks so much for making this decision easy!“
Recommended
7AM - 4PM
5058 Thunderhead Dr, Timnath“Since we met Joe, he has been incredibly helpful. He is always there to answer our questions, he’s easy to communicate with, and very knowledgeable. We’re really grateful for his advice and recommended him completely!“
8AM - 5PM
4703 Boardwalk Dr, 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“
“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.“
“Ryan Yoder. Very good product and service. Can recommend him with confidence Rusty Huelle Owner of 3BIDZ, Window, Siding and Patio Door Replacement“
8AM - 5AM
375 E Horsetooth Rd #3-203, Fort Collins“The same great service, attention and expertise I've been receiving for well over a decade.“
8AM - 4PM
4025 Automation Way, Fort Collins“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“
9AM - 5PM
2580 E Harmony Rd #201, Fort Collins“Kim has been a great resource for my husband and I. She has been patient while we gathered our documents and fair while assessing our needs. She is also excellent with figuring out financials for divorces. She is very knowledgeable and caring while working with people in this difficult time!“
Financial Planners
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“The dynamic duo...Kevin Dunnigan and Hayden Lowry, have been so good to my husband Bill and I. They watch our retirement funds...make great suggestions when needed and are helping us get to our goals. They are awesome and we highly recommend them.“