3 Best Gold IRA Investment Companies Near Me in Littleton, CO – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Financial Planning Group
ADDRESS: 10390 W Bradford Rd # 213, Littleton, CO 80127, United States
NUMBER: +1 303-738-5935
DESCRIPTION FROM BUSINESS: Comprehensive Financial Planning
OFFICE HOURS
| Mon | 9:00 AM – 12:00 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 – The whole team is amazing and would highly recommend them to anyone who wants to have a top notch retirement strategy! – Mike H
REVIEW #2 – Best financial advice I’ve received. They are great to work with really put customer service first. – Mark Helgren
REVIEW #3 – These guys helped me out a lot with managing my funds. Very professional ! – Dmitrij Mecajev
REVIEW #4 – They are the best I have ever worked with – Robert Krcek
REVIEW #5 – Very professional and knowledgeable with exceptional customer service. I’ve sent family and friends to them and we are all very happy with the results. Would give 5 stars if they had an office on the East side of the Denver area, but worth the travel if I want to meet in person. – Dan Kourey
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Wambolt & Associates
ADDRESS: 13976 W Bowles Ave # 200, Littleton, CO 80127, United States
NUMBER: +1 720-962-6700
DESCRIPTION FROM BUSINESS: Wambolt & Associates team employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. By having our financial planners, CPAs, and attorneys working together to meet your goals, we aim to ensure our clients are making the best decisions for the short- and long-term. We operate as a fiduciary which means that every decision and recommendation is in our client’s best interest…
OFFICE 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 – We were introduced to Wambolt and Associates December 2018. We feel that Wambolt is
Professional and yet extremely personable. They have high standards in reaching our financial goals.
Cindy and Regina were so helpful in transitioning our financial assets from our old advisor to Wambolt and Associates. We had our quarterly review recently and we had written down numerous questions and Cindy had answered all questions before we had asked them. We highly recommend Wambolt and Associates to anyone looking for a financial advisor. We feel like they are more friendly and personable than a large nation wide company. – Marilyn Kilwein
REVIEW #2 – I have been working with Cindy Alvarez and her team at Wambolt for several years and am very pleased. They are all responsive, organized, well informed and a pleasure to work with. Cindy has a calming voice, is someone with high integrity and is trustworthy. The team at Wambolt has been committed to my financial success and I highly recommend! – Kristin Miller
REVIEW #3 – We were referred to Wambolt & Associates after a very bad experience with another financial company. They took us under their wing and have been a breath of fresh air. Cindy Alvarez and her staff are wonderful to work with, they have helped us and continue to help us through the mess we were in. They are in constant contact with us, we do annual reviews and have worked on and off throughout the years as the need arises. They are always available and have reached out to our family and friends in such a professional manner, we recommend them to anyone that asks, they have referred us to their tax preparation partner and we other partners as the need arises. They are the best, please do not hesitate to reach out to them for any of your financial needs.- Kathy Engstrom
REVIEW #4 – The advisors at Wambolt Wealth have been helping me and my family manage my finances for a couple of years. They are great at addressing my concerns and they help me stay disciplined, especially when the markets are erratic. With such weighty decisions tied up in financial planning, especially during a recent job change, I appreciate having Wambolt & Associates as my wingman, pointing out different angles and solutions to my financial goals. I highly recommend the firm to family and friends. – Warren McClure
REVIEW #5 – The advisors at Wambolt Wealth have been helping me and my family manage my finances for a couple of years. They are great at addressing my concerns and they help me stay disciplined, especially when the markets are erratic. With such weighty decisions tied up in financial planning, especially during a recent job change, I appreciate having Wambolt & Associates as my wingman, pointing out different angles and solutions to my financial goals. I highly recommend the firm to family and friends. – Matthew DeCarlo
REVIEW #6 – In the world of Financial Advisors, what’s most important involves knowledge and trust. It’s for these reasons that Wambolt and Associates has been my investment partner and advisor for over 25 years. Greg and his team strive to understand each client’s individual needs and goals. From Financial Planning, Investment Management, Tax and Estate Planning, and designing Insurance Policies to protect one’s family and financial security, Wambolt and Associates has provided my family with the right advice at the right time. Their desire to earn your trust is second to none – and they prove it every day.
In recent years, Greg has taken our relationship to a new level – as he helped me and my business partners establish a funding strategy for the launch and operation of our company. Today, our business is flourishing, and we owe Wambolt and Associates significant gratitude for pointing us to the right model, introducing us to his network of Investment, Tax and Credit specialists, and building 401(k) Plans and Insurance Policies to benefit our employees. More than a trusted advisor – Wambolt and Associates is my personal and business wealth management partner! – Ronald Santini
South Platte Investments & Planning
ADDRESS: 2679 Main St STE 202, Littleton, CO 80120, United States
NUMBER: +1 720-932-8560
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 | 9:00 AM – 5:00 PM | |
| Sun | 9:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Norris is phenomenal! He is extremely invested in making sure your investments match your goals. He takes the time to thoroughly evaluate your financial situation and offers some quick fixes while offering guidance to achieve long-term goals. A genuinely personable guy. Highly recommend! – Mike Henehan
REVIEW #2 – I’ve been using Norris for many years and what I loved when we first met was that he spoke to me in language I could understand. And he truly cares for his clients financial well being. – Carrie Bohlmann
REVIEW #3 – Norris does a great job and is very thorough. You can really see he cares and spends time with you so you feel comfortable in your investments. – Anthony Venable
REVIEW #4 – Norris is personal and caring about myself, my family and our financial well-being. He responds quickly to my calls and emails and also is open to my input and ideas which I appreciate. – Timothy Bernitt
REVIEW #5 – I’ve worked with Norris for 20 years. He’s easy to contact and visit in person if I have questions. He explains everything simply. I trust his judgement. – Randall Hervey
REVIEW #6 – I have been doing business with South Platte Investments since it’s founding. In addition, Norris Davis specially has managed my investments for almost 20 years. He has always given me good advice, and I trust him to manage my money in the good times, and the bad. He has guided me through investing after leaving a jobs, through the financial meltdown of 2008, early retirement, death of my partner and now during my full retirement.
Norris is always professional, prompt and courteous. I will be with Norris until I pass away, and I recommend him highly to everyone I know. Thank you for all your help! – Zesty Deluxe
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