3 Best Gold IRA Investment Companies Near Me in Boulder, CO – Retirement Planning Services
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BlueBird Advisory
ADDRESS: 4845 Pearl E Cir #101, Boulder, CO 80301, United States
NUMBER: +1 303-477-1144
DESCRIPTION FROM BUSINESS: BlueBird Advisory, established in 2021, is an investment and financial planning firm serving clients in Boulder and throughout Colorado. With over 40 years of experience, Peter Ruh specializes in personalized investment strategies, tax consulting, and real estate exchanges…
STORE HOURS
| Mon | 7:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 5:00 PM | |
| Wed | 7:30 AM – 5:00 PM | |
| Thu | 7:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | 9:00 AM – 12:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Peter Ruh is an amazing financial advisor. My wife and I have been working with Peter for 4 years now and our investments keep moving in the right direction. He is very personable and listens to us when we make requests or have suggestions. He is the financial expert we look to and trust. Thank you Peter! – Scott Blackburn
REVIEW #2 – It is a pleasure working with BlueBird Advisory because Pete Ruh is invested in each individual client. Over the years we have benefited from his hard work.
His attention to his customers makes you feel like a VIP.
He is personal and positive. Responds to calls and questions promptly, Takes the time to explain why and how he selects companies to invest in. Our daughter is just stating out and he made her feel very welcome. – JO
REVIEW #3 – We can’t say enough good things about Bluebird Advisory. Peter and Barb are forward-thinking, exceptionally competent, and genuinely approachable with a rare combination of sharp strategic thinking and clear, human communication.
One thing we especially love is the creative, outdoor-inspired theme woven through their reports. It sounds small, but it reflects how thoughtfully they approach their work. They are both energetic, and grounded in the idea that financial planning is about living well, not just spreadsheets. His communication is upbeat, thorough, and incredibly well organized, which makes even complex topics feel manageable.
If you’re looking for a financial planning team that is smart, modern, creative, and truly invested in your life beyond the numbers, Bluebird Advisory is a team we would recommend without hesitation. – martha mangan
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Colorado Capital Management
ADDRESS: 4430 Arapahoe Ave Ste 120, Boulder, CO 80303, United States
NUMBER: +1 303-444-9300
DESCRIPTION FROM BUSINESS: Colorado Capital Management is a Boulder-based Certified B Corporation helping individuals and families manage their wealth with purpose. For more than 25 years, we’ve provided thoughtful planning, disciplined investing, and trusted stewardship that empower clients to live meaningful, financially secure lives. We focus on those in their peak-career and early-retirement years…
STORE 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 – As a newer client of Colorado Capital Management, I couldn’t be happier with the advice and care I’ve received from Jason and his team. They’ve been attentive, thorough, and easy to work with, and I already feel confident in the direction of my financial plan. I’m looking forward to a long and prosperous relationship with CCM. – Ryan Larson
REVIEW #2 – We have been clients of CCM for many years, and are quite happy with the care we receive from the team at CCM. They are great group of people, and they have served us well. We highly recommend CCM to anyone looking for a high quality, professional group to assist in their financial planning!!! – Cynthia Mendoza
REVIEW #3 – We love working with the Colorado Capital team! They have managed our investments for about a year and half and have been a true blessing. Their management has been spot on and has given us great returns on our investments. They are incredibly attentive and spend time with us to explain the markets and what it happening with our investments as well as have given us very sound investment recommendations. This is a top notch firm with a caring, personable and brilliant team. – Kate Cumbo
REVIEW #4 – Erica and Jason are very attentive to our values and life goals, which are critical to having a retirement strategy that we trust, have confidence in and matches our principles. We love that we meet regularly (twice/year) to receive an update, overview and recommendations for adjustments. We have been with CO Capital Management since our mid-thirties, which is an ideal time of life to begin preparing for retirement. They are very engaging and truly care about our lives, matching our investments and our drawdown plan to living a quality 65+ lifestyle. – Marilynn Ackermann
REVIEW #5 – Colorado Capital Management has always provided us great care. They have been especially helpful as my wife and I are now relying on our retirement funds. Thank you, Colorado Capital Management – Jay Markson
REVIEW #6 – Lee, Vince and the entire CCM team have been fantastic advisors, guiding us through our financial planning. The CCM team brings the rare combination of technical expertise and personal connection that makes them so valuable to their clients. Fully recommend them!! – Colin Temme
Bloom Wealth Advisors
ADDRESS: 1909 26th St STE 1B, Boulder, CO 80302, United States
NUMBER: +1 303-415-9122
DESCRIPTION FROM BUSINESS: Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been a client for three decades plus and have benefited greatly from the expertise of this firm. My advisor works with me to keep my portfolio balanced to deal with the economic environment, and occasionally talks me down when something in the news has alarmed me. I appreciate the clear language, patience and kindness of the team. – E Graham
REVIEW #2 – We were introduced to Bloom Wealth Advisors via a colleague at work. We reached out and ultimately decided to engage them as our financial advisors. They are a small family-owned business and we immediately felt welcome to the family. We love the personal treatment and the expert knowledge shared with us. Thumbs up on all accounts! – Matthias Steiner
REVIEW #3 – Alaina, at Bloom Wealth has been my financial advisor for many years. While I use Bloom Wealth to invest my money and review my financial future it is really the “real life ” things that Alaina has helped me with. Things like should I buy a house with my daughter and her family? Is it a good time to buy a new car? If I want to move how much will it realistically cost me?
The amount of questions I have for Alaina are endless and she always gives me an answer, maybe not one I want to hear but a true and realistic view of my situation. I so appreciate all of her honesty. I am so happy to have them in my life for financial planning and so much more. – Jillian Waldman
REVIEW #4– Always a – William Lingle
REVIEW #5 – My wife and I have relied on Bloom’s financial guidance for over 25 years, a testament to the trust we’ve built with their team. Throughout changing financial circumstances, significant life events, and evolving goals, they’ve provided steady, thoughtful advice tailored to our needs. What speaks volumes is that we’ve confidently referred our parents and close friends to them—something we wouldn’t do without absolute trust in their integrity and expertise. Their approach feels less transactional and more like having knowledgeable family members in your corner. If you’re seeking financial advisors who truly listen and adapt to your personal journey, our experience with Bloom has been exceptional. – Mark Ferguson
REVIEW #6 – Wonderful group. We’ve been with Bloom for over 20 years and we are thrilled with the results. Absolutely thrilled with our relationship and results. They have become part of the family. – Bruce Helart
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