Adam Bott, Financial Advisor – Investment Center Advisor Group at Points West Community Bank

Financial Consultant

355 Eastman Park Dr, Windsor, CO 80550

Reviews for Adam Bott, Financial Advisor – Investment Center Advisor Group at Points West Community Bank

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  • Feb 2024

    We are incredibly thankful when we found Adam Bott. From our first meeting we knew he was an individual who was superbly informed about the financial and market landscapes and was a thoughtful and compassionate individual who truly had our best interests at heart. We put our assets in his hands and have trusted him ever since. Not only is he trustworthy but keeps us informed and remains on the cutting edge of market trends. Adam has helped us navigate the building of our portfolios during our careers and in to retirement. We would recommend Adam to anyone, which we have done on numerous occasions to family and friends.

  • Feb 2024

    Adam Bott has been our financial advisor for many years. He has provided strong advice and guidance on our investments, with proven results. His character and values align with our faith, giving us great confidence. Adam is available to us and invests time in monitoring our goals. We confidently have recommended him to our closest friends and family members.

  • Feb 2024

    Adam is a true professional and cares deeply about each of his clients. He takes the time to get to know his clients both on a personal and professional level and is extremely responsive and if he doesn’t have an answer he will go and find it. He keeps us updated on market trends and always sends valuable information for us to review. We feel truly blessed to have found Adam and would recommend him to anyone looking for someone to help manage their money and plan for their future goals.

From Adam Bott, Financial Advisor – Investment Center Advisor Group at Points West Community Bank

With client-service excellence at the forefront of everything we do, we provide a comprehensive range of wealth management strategies to help you prepare for what lies ahead including retirement planning, investments and portfolio management, asset protection strategies, advanced tax planning strategies, charitable planning, estate planning, and more.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 2PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Adam Bott, Financial Advisor – Investment Center Advisor Group at Points West Community Bank

355 Eastman Park Dr, Windsor

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