Cascade Investment Group, Inc. - Colorado Springs, Colorado

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Cascade Investment Group, Inc.: A Reliable Financial Partner

Cascade Investment Group, Inc. is a respected financial planning and investment service provider located in Colorado Springs, Colorado. Established to offer personalized and strategic financial guidance, the firm has steadily built a reputation for its commitment to client success. Their primary focus is on helping individuals and families achieve their long-term financial goals through tailored investment strategies and proactive planning.

Location and Contact Information

The company’s address is 444 E Pikes Peak Ave #200, Colorado Springs, CO 80903, United States. Clients can easily reach them by phone at 719-632-0818. You can also explore their comprehensive offerings and learn more on their website: ciginc.net.

Key Features and Services

Cascade Investment Group distinguishes itself by prioritizing a client-centric approach. They understand that each individual's financial situation and objectives are unique. Consequently, they develop customized plans that consider a wide range of factors, including risk tolerance, time horizon, and specific financial goals. Their services encompass:

• Investment Management: Strategic asset allocation and portfolio construction.
• Financial Planning: Retirement planning, education funding, estate planning, and more.
• Personalized Advice: Dedicated support and guidance throughout the investment journey.

Accessibility and Amenities

Cascade Investment Group is committed to providing a welcoming and accessible environment for all clients. The office building features a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring ease of access for everyone. Furthermore, a wheelchair-accessible toilet is available on-site. For optimal service, appointments are recommended, allowing for dedicated time and focused attention.

Client Feedback & Reputation

Cascade Investment Group currently has six reviews on Google My Business, reflecting a mixed but generally positive experience. The feedback suggests a strong emphasis on responsiveness, a professional team, and a commitment to providing services that go beyond the typical transactional relationship. Many clients appreciate the firm’s ability to offer a more personal touch than larger, more impersonal firms. It appears the team fosters a collaborative atmosphere, prioritizing client comfort and building trust.

Additional Points of Interest

Beyond accessibility, the company demonstrates a dedication to efficient service. They’ve cultivated a reputation for being a responsive and capable local organization, presenting a valuable alternative to national financial institutions. The team seems particularly adept at providing tailored solutions, addressing client needs with a level of attentiveness that's often lacking in larger firms.

Concluding Recommendation

For individuals seeking a trustworthy and knowledgeable financial partner in Colorado Springs, Cascade Investment Group, Inc. represents a compelling choice. Their commitment to personalized service, combined with accessibility features and a solid track record, makes them a strong contender. We strongly encourage potential clients to visit their website at ciginc.net to explore their services further and schedule a consultation. Let Cascade Investment Group help you build a secure and prosperous financial future.

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👍 Reviews of Cascade Investment Group, Inc.

Matthew

5/5

An amazing team that has helped my portfolio grow over the years without pressure or expectation. I would recommend them to anyone. A quick, responsive, and capable local organization that is an easy competitor to the big box companies that have good service but lack the personal touch. Thank you Dana and team!

Billy A.

2/5

I have been working with Ken Beach & The Cascade Investment Group for about 15+ years now. Ken works extremely hard and the level of activity and attention to detail are impressive. Ken value my input and uses it for some level of strategy. But the overall direction, volume of transactions and % of return to my portfolio has been AMAZING! I've worked with other brokers/advisers in the past and keep coming back to Cascade. Well done. -Billy

Israel D.

1/5

Extremely Rude. I came in to try to talk to a wealth manager and when I asked about seeing someone, the receptionists began laughing and joking because I apparently used the wrong title when referring to their advisors. Once they finally understood what I was asking, the proceeded to tell me everyone was gone and did not offer a solution or to take my info. This is one of the most unprofessional and rude experiences I've ever encountered.

Anne K.

5/5

Top-notch customer service and response to calls & inquiries.

Alejandro S.

5/5

Hasta ahora no pude contactarme con ellos.

Bussiness B.

1/5