2 Best Gold IRA Investment Companies Near Me in Centennial, CO – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Consolidated Investment Group
ADDRESS: 18 Inverness Pl E, Centennial, CO 80112, United States
NUMBER: +1 303-789-2664
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We are a Marshall Fire victim and the CIG team did a great job of clearing our lot. They were responsive and provided quality customer service. I highly recommend them! – Audrey DeBarros
REVIEW #2 – Great Investment Group! Nice team, innovative ideas and always looking into ways to improve communities. – Morgan Reuter
**** MORE REVIEWS PENDING FOR HIS BUSINESS ****
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Dechtman Wealth Management
ADDRESS: 5975 S Quebec St #370, Centennial, CO 80111, United States
NUMBER: +1 303-741-9772
DESCRIPTION FROM BUSINESS: Dechtman Wealth Management is a full-service wealth management firm that has helped clients on a path to financial success since 1984. We provide value to our clients through investment management, financial planning, tax reduction strategies, and more.
STORE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with Sam for just over 2 years now. We trusted Sam from our first call and appreciate his personalized approach to managing our assets. He is kind, personable and extremely knowledgable. We also love that Sam takes time to really educate us on what is happening in our account, the market and what we should consider given where we are in the investment lifecycle. We feel confident that he has our best interest at heart and are grateful for his partnership! – Charlotte Garbisch
REVIEW #2 – Finding someone to help you manage your financial life can be very scary and stressful. We were referred to Dechtman Wealth Management by a family friend and we started working with them a few years ago. We have been very happy working with Jordan, Adam & Sam. They are all very trustworthy and knowledgeable and are very friendly and easy to work with. It is obvious they have our best interests at heart, and it shows in the results we have seen. They are quick to respond to our needs and make themselves available any time we need them for any reason. I would highly recommend Dechtman Wealth Management to anyone. – Sherrie Kozanecki
REVIEW #3 – My wife and I have clients of Jordan’s since 2004. And now his sons Adam and Sam have joined in his business. IO cannot say enough great things about them. We have had very acceptable results on our investments over the past 20 years and are highly complimentary about the bottom line increase for us. And let me also mention that the Dechtman family is one with the highest integrity and honesty that we have met. We most highly recommend Dechtman Wealth with no reservation!! – Charles Hazlehurst
REVIEW #4 – My wife and I have been clients of Dechtman Wealth Management for about three years. Prior to becoming their client we were with a very large national firm. It would be an understatement for us to say we are more than extremely happy with the change we made. We are very pleased with the performance of our investments, and every meeting we have had to discuss them has been a pleasure.
It’s rare to do business with people who are genuinely interested in your life, and who want to help you better it by managing such an important part of it. Every interaction with anyone in the office from the time we have walked in the door has been pleasant, and it is obvious that providing excellent customer service is priority to everyone who works there. – James Spratt
REVIEW #5 – We have been a client of Dechtman Wealth Management for a few years now. We have always been impressed with how responsive Jordan and his team are. We routinely meet with them to review our portfolio and have been very pleased with the results. Having recently retired they were great in helping me with my 401k rollover and pension. We are very confident that are savings is being managed with our best interests at heart. We also appreciate the seminars that they host to keep us informed of what is going on in the market/economy. – Terese Upton
REVIEW #6 – I feel so fortunate to have Jordan and his team at Dechtman Wealth advising and supporting me with my financial management. I’ve been with them since 2009 and have been very please with the way Jordan supports my goals and explains the financial world in a manner that I can understand and make decision. Their team is always ready to help and they go beyond just financial decision…. it feels like their care and support extends into life decisions. It is a blessing to have this relationship! – Cindy Ewing
REVIEW #7 – We, Jan and Porter Barrows, have been enthusiastic and highly satisfied customers of Dechtman Wealth Management for twenty-nine years. Jordan Dechtman, his sons Sam and Adam, and the entire Dechtman staff are exceptional professionals with a strong emphasis on customer service.
Jordan Dechtman is an active listener. Over the years, we have met with him many times. We have shared our financial goals, and Jordan has developed a financial plan to meet these goals. Through the ups and downs of the Stock Market, Jordan has carefully bought and sold products that have served us very well!
In recent years, we have been systematically contributing to our accounts each month. Jordan’s kind and professional advice throughout these years is to “stay the course.” This has proven to be outstanding advice for the long term. Our portfolio has increased many times over to our amazement and appreciation. – Porter Barrows
REVIEW #8 – We have been with Dechtman Wealth Management for almost 20 years. Jordan has been a trusted advisor for us, with extremely satisfactory results, and his staffers (as well as the next generation!) have given us prompt and professional service with every interaction. They are proactive, responsive to changing economic conditions, and very good at communicating to all of their clients with regular market updates. We are so glad to have found them all those years ago, based on a recommendation from another professional; best advice we ever got! – Debbie Knapp
REVIEW #9 – My husband, Jerry, and I have worked with Jordan at Dechtman Wealth Management for 25 years. We were 57 years old at the time we first started working with him. We owned a successful retail business in Cherry Creek North at the time, as well as the building the business was housed in. In addition, we owned our loft in LoDo.
We began by investing in IRA accounts with Dechtman. Jordan walked us through the investment process, and we met annually for the first few years to review our status.
When we sold the business, we added to our investment.
When we sold the building, we were able to add a sizable amount more to our investment.
At that time, we began taking withdrawals from our account, as a major supplement to our retirement income. The earnings have many times covered our withdrawals.
Jordan has been a personable guide and strives to build relationships with his clients. Since his sons, Sam and Adam, have joined the company, we have continued to be cared for and our funds have continued to prosper.
All and all, we know that using Dechtman Wealth Management, has been a good decision for us, and has worked well in our retirement years. – Betty Arca
REVIEW #10 – Dechtman Wealth Management has managed our retirement funds for nearly 10 years. We’ve always felt that our investments were in safe hands. The investment managers do a good job of explaining how investments are made and take into account our “risk tolerance”. On several occasions they have shown us how our investments are performing and what is our most likely financial future.
They have also given us good advice in other areas of financial management such as determining the best approach to starting Social Security withdrawels.
The office staff is quick and courteous in setting up appointments and managing paperwork.
It has been a pleasure to work with Dechtman Wealth Management. – Jim Coffman
REVIEW #11 – Our paths crossed with Jordan and Dechtman Wealth Management more than 20 years ago when we attended a financial planning seminar. We were impressed with his knowledge and personal approach and couldn’t be happier with our decision to work with him. He and his staff are always available to answer any questions or concerns and we personally meet at least once per year to review our accounts. We highly recommended Jordan and Dechman Wealth Management. – Susan Michals
REVIEW #12 – My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my retirement from an agency with the State of Colorado. What we learned, unfortunately, the hard way, is the cornerstone of aligning our goals/values/needs with a wealth management firm, is communication style.
Dechtman Wealth Management, just moved to 5975 S. Quebec, and they are even more convenient to our house. Yay!
Happiness for us is being treated professionally with respect and appreciation of our unique investment needs. If you feel that you are being treated based upon the amount of investments you are placing into the hands of a firm, you need to strongly consider walking away, with your current balance in hand.
We put Dechtman Wealth Management (DWM) through our checklist (yes, to pass):
fiduciary standard
certifications
firm culture
services offered
fee structure
years in business
national and professional reviews
We cannot say enough about how wonderful our two main contacts are: Sam Dechtman and Christie Kezlan. We talk about our pets, children, grandchildren and other things we have in common. Those conversations have value for us.
Their focus is always on meeting our needs; silly questions, web site questions, forms, apps, what terms mean… No matter the size, shape or color of our issues, they gladly help and guide us forward. That being said, Sam and I do not always view the financial/economic/political world in the same way. I have to remind myself of the goals we set for him. Is/has he met those goals? Yes, consistently and overwhelmingly. Is he a really likable fella? Sure nuff!
Is DWM a perfect fit for everyone, of course not. For us, DWM fits our laid back retirement style, with the added bonus of having our phone calls returned in a timely manner, our silly questions being answered without feeling like we should not ask them, and just the feeling that, regardless of our wealth, we matter. – Ron Brummett
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