2 Best Gold IRA Investment Companies Near Me in Parker, CO – Retirement Planning Services
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Hartwell & Company
ADDRESS: 12760 Stroh Ranch Way Suite 202, Parker, CO 80134, United States
NUMBER: +1 983-203-7996
DESCRIPTION FROM BUSINESS: Hartwell & Company is a financial planning and accounting firm in Parker, Colorado. We seek to align clients use of capital; time, energy, attention, and money with what is important to them. This is done through The Hyperion FORMula pillars: wealth management, risk management, tax planning, legacy planning, cash management, retirement planning and philanthropy.
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ryan was/is so helpful! Answered all of our questions and got us set up with everything we need! Super friendly and knowledgeable – Meagyn Gibas
**** MORE REVIEW PENDING FOR THIS BUSINESS ****
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Ten Talents Financial Planning, LLC
ADDRESS: 11479 S Pine Dr, Parker, CO 80134, United States
NUMBER:
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Kaleb is a great financial thought partner! He takes the time to under our goals and helps us to make them happen. Partnering with Kaleb was the best financial decision we’ve ever made together. – Kim Mooney
REVIEW #2 – My partner and I have been working with Ten Talents Financial Planning, LLC since January 2021. It has been a great experience. Kaleb has looked at everything that impacts our finances and security. We do not have great wealth, but we knew we needed to have a plan for our retirement and had no idea where to start or what to do. Kaleb has given us nonjudgmental advice and clear action steps on how to achieve our goals. This is huge for us. Kaleb’s services are absolutely worth the investment of time and money. Having the knowledge and peace of mind to know we are on the right path is incredibly valuable. I would recommend Kaleb and his services to anyone – Kelly Beals
REVIEW #3 – Working with Kaleb has been amazing. He has a thorough knowledge of his field and has helped us get on a much better track with our financial outlook and investments in retirement. Would highly recommend him without reservation. – Gail Gall
REVIEW #4 – In our initial search for a financial planner, we interviewed several potential candidates and Kaleb/Ten Talents clearly stood out among the group. His overall approach, interest our personal goals and objectives, along with his easy to understand and straightforward pricing model made the choice an easy one. Kaleb is very proactive and stays on top of the game – we have a consistent meeting cadence so that we are always thinking ahead, staying on the same page, and not missing out on any opportunities. Kaleb is also very responsive to any changes in plan or other questions that we have and is always available for a call or meeting to touch base. Furthermore, Kaleb’s honesty and integrity are unquestioned – he is candid in his approach and always identifies any risks accompanied by options to address and mitigate the risk. We can trust that we are in good hands and appreciate Kaleb’s sound advice and counsel. Finally, Kaleb displays a high level of passion and enthusiasm for his work and clearly enjoys helping others. We now have a solid financial plan, which has greatly reduced our stress and made our lives more enjoyable. Bottom line – partnering with Kaleb/Ten Talents is one of the best investments that we have made! – Ken Borner
REVIEW #5 – Kaleb is excellent and his attention to detail is great. He not only helps us make decisions but he helps us understand why we’re making those decisions. He has been a partner from our first efforts to get our finances and financial plan in order. I would recommend highly anyone that wants a true partner in their financial future to speak with Kaleb. – gotDan Sauer
REVIEW #6 – My wife and I are so very fortunate to have found Kaleb and Ten Talents Financial Planning. Kaleb was very methodical in his approach to get us started on a more sustainable/rational financial plan. He made the process simple but complete and thorough. His knowledge and investment in understanding where we are and what wanted to achieve makes this partnership truly satisfying. Within a few month we just felt this sense of relief. We have a solid plan. We especially love the personal attention and time set aside to meet with us and review our progress. – Robert White
REVIEW #7 – We have loved working with Kaleb! His patience and planning strategies have given us a new level of confidence in our financial future. – Gail Andrews
REVIEW #8 – I highly recommend Kaleb for all of your financial planning, retirement planning and investing needs!! My wife and I are very pleased with Kaleb as our financial planner! He is very good at explaining the very complex world of finance, investing, and retirement planning in a way we can understand without feeling overwhelmed. Thanks Kaleb! Keep up the good work! – Vincent Morales
REVIEW #9 – We have used Kaleb for two years now and are always thankful we chose him as our financial planner. Kaleb is always prepared for our scheduled session and brings his unique perspective into our “thinking sessions” as a partner in our financial journey. As a fiduciary our best interests are always his only focus – Jim Mooney
REVIEW #10 – Kaleb always has a complete overview at his fingertips of our investments, past questions and decisions we have made with him, and specifics of our employment and tax situation. He’s pro-active about planning for life stages (retirement, job changes, and so on). I shudder to think of our financial planning mistakes before we started working with Kaleb and am very glad to be working with him. – Martin Remy
REVIEW #11 – My husband and I have been working with Kaleb for about three years now, and we are beyond happy and grateful for the knowledge and help that he provides us. He is extremely detail-oriented and knows his stuff, and he will still make time to put things into laymen’s terms for me. He is trustworthy. He is a nice guy who, I feel, genuinely wants to help his clients become financially literate and prepared for the future. – Amy Sims
REVIEW #12 – Working with Kaleb transformed our understanding of and confidence in our financial plan! Kaleb led us to create a solid plan that worked with our finances currently as well as planning for growth. – Stephanie Graybill
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