Financial Planners near 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!“

“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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“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“

“I’ve been working with Dunnigan Financial Group for some time now, and I couldn’t be more satisfied with the guidance they’ve provided. Their professionalism and expertise have been instrumental in helping me navigate my retirement goals. I truly feel like I’m in good hands with their team, and I appreciate the clear, personalized advice they offer. They’ve made what could be a stressful process feel manageable and even empowering. I highly recommend Dunnigan Financial Group to anyone seeking trustworthy and knowledgeable financial advisors!“

“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.“

“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“

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

“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.“

“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.“

“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!“