4 Best Gold IRA Investment Companies Near Me in Greenwood Village, CO – Retirement Planning Services
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Marathon Investment Management, Inc
ADDRESS: 6535 S Dayton St 1675 1675, Greenwood Village, CO 80111, United States
NUMBER: +1 303-708-0667
DESCRIPTION FROM BUSINESS: one must be consciously pro-active in their journey. We strive to build relationships that strengthen, encourage and amplify your financial efforts that ultimately affect every aspect of your life. Whether you’re a client or just visiting, we hope this site provides you with educational resources, a portal to being involved with your finances, a background of Marathon’s services, a portrait of who we are and what makes us different.
OFFICE HOURS
| Mon | 7:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 4:00 PM | |
| Wed | 7:30 AM – 4:00 PM | |
| Thu | 7:30 AM – 4:00 PM | |
| Fri | 7:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had the pleasure to work with Stephanie, George, and the Marathon team for several years. They are kind, personable, knowledgeable, and open to supporting regular people who are just starting out on a journey to save for retirement, a first home purchase, a family, etc. I was always treated respectfully by this team and I appreciated their commitment to financial education. I know they also do a ton of good in the community and support non-profit employees. Overall, I highly recommend their services. Stephanie is wonderful to work with and I greatly appreciated all the support she provided to me over the years I worked with her. – Natalie Petrucci
REVIEW #2 – George and team have been my financial advisor and overseen retirement account for 20+ years. They are part of my personal team and they truly care about you and growing your wealth. – Ellen Graham
REVIEW #3 – I have been with Marathon Investments for several years. George and his team are wonderful and very knowledgable! – Joshua Samuels
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Oak Street Investments
ADDRESS: 5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111, United States
NUMBER: +1 720-515-6822
DESCRIPTION FROM BUSINESS: We are a fee-only Registered Investment Advisor and fiduciary located in Greenwood Village, Colorado, specializing in serving healthcare and technology professionals. We provide comprehensive financial planning and portfolio management solutions, leveraging technology to deliver services across the United States.
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights. He can create a quality financial strategy for a wide range of situations. I love that he’s a fee-only fiduciary. Ultimately, I highly recommend Jake and everything he does. – Kyle Carney
REVIEW #2 – Jake is my go to person for financial planning, he puts his clients first and has their best interest at heart. Jake approaches helping his clients out by first understanding what they want, helping them see where they need assistance and providing education along the way all of this is in addition to the financial planning piece. He cares about you as a person and wants to help you plan for your future! I trust Jake with anyone I know, he is the best there is. – Katie Edmiston
REVIEW #3 – Our experience with Jake has been nothing short of wonderful. He is a true fiduciary, placing our needs above his own and has been an important advisor through a number of big life changes for us. He knows us as people and is somebody with whom we can chat like a friend but rely upon advice like a professional financial expert. – Sean Michael
REVIEW #4 – We started working with Jake as we began the pre-retirement process. Our experience has been outstanding In addition to all the advice we had expected, we have been pleasantly surprised by the additional analysis and recommendations Jake has offered. He is a very capable consultant, and we look forward to a positive ongoing relationship with him. (And he has excellent taste in coffee!) – Ed Callahan
REVIEW #5 – Jake with Oak Street Investments is a phenomenal financial advisor. He spends the time to research your unique situation and offers tailored advice that actually works for you! He has helped me face some difficult realities with great compassion. I am a lot closer to freedom from debt and a lovely retirement because of his work. Thank you, Jake! – Connie Presson
REVIEW #6 – Jake is your guy when it comes to financial investing! His team is one of the only I know of that charge a flat fee upfront no matter your investment size or type, so you know his interest are aligned with yours and not the investment companies. This was a big issue for me previously, so I can fully stand behind their strategy. He is extremely knowledgable and instantly makes you feel comfortable. Did I mention he is hilarious? Please don’t look anywhere else when it comes to a financial planner. I feel 100% confident referring him to my friends and family. – Brianna Springer
Colorado Financial Advisors
ADDRESS: 8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, United States
NUMBER: +1 720-642-1296
DESCRIPTION FROM BUSINESS: Colorado Financial Advisors is a financial planning agency that consults and advices on a wide range of financial products and services to individuals, families, and business owners. We have the knowledge and experience to provide you with expert advice on fee Based Investments, Variable Annuities, 401k and Retirement Planning, Medicare Supplement and Advantage plans…
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Steve White is a phenomenal financial advisor but an even better human being. He’s knowledgeable, kind, and honest. As a retired LEO I have a pretty strong BS meter and he fires not even register!!!!! He’s become more of a friend than just an advisor. He will shoot straight and never sugar coat but always has my best interests in mind!!! You can trust him!!!! – Barry Malloy
REVIEW #2 – I could not have asked for a better or more knowledgeable, certified financial planner. Mike has been there for me since the beginning and I always trust his advice. To anyone looking for financial help, this office is the best and will certainly take care of you! Thank you very much for everything you’ve done for me and my family. – TRW
REVIEW #3 – Steven has proven to be a very patient advisor by allowing me to ask all the questions I needed to have answered before moving my investments from a large, “big box” company that failed to really take my needs into consideration. Steven was excellent at realizing that I was interested in making my assets work to better fit my objectives and didn’t harass nor forget about me when I had “life” happenings that impeded my progress in getting meetings setup with Steven. Ultimately, I was very comfortable in talking with Steven and hearing how they work at Colorado Financial Advisors. I never once felt like my business wasn’t large enough to be managed and he definitely addressed any issues I had and made it seamless in moving my assets to be under his financial care taking. – Carol R Tiroff
REVIEW #4 – I have been very impressed working with Mr. Steven White. After divorcing after a 35 year marriage, no debt and plenty of savings, he could not have been more helpful. He is a very good listener and continues to be an excellent source for safe investments for me. I would highly recommend him. – Beatrice Rathermel
REVIEW #5 – This is a recommendation for Steven White. I interviewed six financial advisors before I chose Steven White. All of these interviews consisted of 2 to 3 meetings online. The first interview was reviewing my situation and needs, then I sent info about my portfolios. The 2nd meeting was reviewing their recommendations of what they would do with my finances. Surprisingly all had a different tactic (only 2 were somewhat similar).
As I whittled down my candidates to 2-3 and then finally him, it became clear to me that only Steven had kept my particular situation (which is not typical) in mind when talking about my finances. He would reference specifics about my situation when answering questions. He literally was the only advisor to this.
As I had additional questions when trying to decide which advisor to hire, he was always available to me, either answering the phone right away or quickly getting back to me. This high level of customer service has remained even after hiring him. Additionally, he’s very easy to talk to. – Chris
Marshall Investment Management
ADDRESS: 5251 DTC Pkwy # 1185, Greenwood Village, CO 80111, United States
NUMBER: +1 303-991-6415
DESCRIPTION FROM BUSINESS: Our skilled advisors help you clarify your financial goals – and then direct you toward pursuing them. We offer our guidance with a level of integrity and reliability that always keeps your needs at the forefront…
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 – Working with Dennis, Kristin, and their team at Marshall Investment Management has been nothing but a great experience from the start. They are always quick to answer my questions, no matter how big or small, and have helped educate me and get my family’s finances and investments in a healthy place. Their expansive knowledge and consistent results they produce has continually increased my trust in them and wouldn’t want anyone else managing my money! Thanks for all you do and looking forward to working with you for many years to come! – Tim Gradoville
REVIEW #2 – I’ve been with Dennis and Kristen for more than 15 years and they have been terrific with advice and investment performance. Very personable and knowledgeable and the whole team at Marshall Investments is exceptional at client care and response. I recommend them highly – Jim Cole
REVIEW #3 – I have been with Dennis since he started at the Denver Tech Center and all the way to Marshall Investment current location. Great staff and very responsive to any questions or requests. It’s nice to know your investments are in good hands. – Roger Heibult
REVIEW #4 – Having managed my own investments for the first 20 years of my adult life and thinking “I knew it all”, I recently realized that the pros have the advantage now with paid subscription services and software that puts me at the end of the buy and sell line when it comes to trading. And I also became way too busy as an entrepreneur to spend the many hours necessary each week to manage my financial future correctly. Hence – I turned to MIM to manage my financial future. Dennis and Kristin were not my first choice unfortunately so I lost a few years of investment growth. But now I am very happy excited and confident that my future will be supported by my investments and retirement may be here sooner than expected! Thank you Team Marshall for all you do! – John “JB” Bocker
REVIEW #5 – It was in 2005, when a friend recommended Dennis Marshall as an Investment Manager. Since then, Dennis has managed our investments with diligence and the knowledge required for good money management.
Since my husband’s death in 2015, it has been a great comfort that Dennis and his Associates have continued to serve me well with integrity and an understanding of my needs.
I am most grateful to be a client of Marshall Investment Management. – Carolyn Georgeson
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