Cimarron Wealth Management, Inc. - Montrose, Colorado

Cimarron Wealth Management, Inc.: A Comprehensive Overview

Address: 1731 E Niagara Rd, Montrose, CO 81401, United States

Phone: 9702499882

Website: wealthwithapurpose.com

Specialties and Services Offered

• Financial planner
• Financial Advisor
• Financial institution
• Investment company
• Investment service

Other Points of Interest

• Identifies as women-owned
• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Toilet
• Appointments recommended

Opinions and Reviews

Cimarron Wealth Management, Inc. has received 6 reviews on Google My Business, with an average rating of 3.8 out of 5 stars. Clients appreciate the company's clear approach to defining risk and reward, as well as their quick and thorough responses to questions and tasks. The peace of mind provided by the team's services is highly valued by customers, making them feel at ease about their retirement savings.

Final Recommendation

For anyone seeking a reliable and responsive financial planning and investment service, Cimarron Wealth Management, Inc. is a solid choice. Their commitment to clear communication and thorough service, combined with their accessible location in Montrose, Colorado, make them an excellent option for those in need of financial guidance. To learn more about their services or to schedule an appointment, visit their website at wealthwithapurpose.com. Don't hesitate to contact them today and take the first step towards securing your financial future.

👍 Reviews of Cimarron Wealth Management, Inc.

Kent &. K. K.

5/5

The Cimarron team has been extremely helpful and responsive to our financial needs. I especially like their very clear approach to defining the amount of risk/reward we are comfortable exposing ourselves to. Any questions or tasks have been answered or completed quickly and thoroughly. The peace of mind we have using this team makes us feel very valued and at ease about our retirement savings!

Lori R.

5/5

We appreciate the proactive communication and educational events. The team at Cimmaron has taken time to know and understand our financial goals and has provided us with valuable solutions. We feel confident with our retirement planning in their hands.

Michael B.

2/5

Don't mistake a financial salesperson for a financial advisor. Investment fees here are an astounding 2.5%. The Vanguard VOO etf has a fee of 0.03%. Does Cimarron outperform the index by 83x?

What your 'advisor' won't tell you is how much damage a 2.5% fee will do to your portfolio returns over a long time horizon. Google search for a 'compound interest calculator,' try a compounded 7% for 30 years then 4.5% - that also assumes the market only goes up!

This form of 'wealth management' is old fashioned, expensive and will have real consequences on your ability to retire in the future. If you go in ask about the fees, ask about your other options and have them explain what you're getting for 83x the expense.

William R. J.

4/5

Still feeling them out but very well structured

Becca P.

5/5

Laura R.

2/5