Colorado Financial Advisors - Greenwood Village, Colorado

Okay, here’s a comprehensive overview of Colorado Financial Advisors, presented in a formal and helpful tone, suitable for someone seeking financial guidance:

Colorado Financial Advisors: A Reliable Partner for Your Financial Future

For individuals and families seeking comprehensive and personalized financial planning, Colorado Financial Advisors stands as a trusted resource. Located in Greenwood Village, Colorado, at 8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, and easily reachable at Phone: 32770605, this firm provides a robust suite of services designed to address a wide range of financial needs. Their website, Website: coloradofa.com, offers a valuable starting point for exploring their offerings and scheduling consultations.

Specializations and Services

Colorado Financial Advisors distinguishes itself through a diverse skillset. They operate as a Financial Planner, meticulously crafting strategies to align financial goals with individual circumstances. As a Financial Consultant, they offer expert advice on investment management, retirement planning, and estate planning. Furthermore, they function as a Life Insurance Agency, assisting clients in securing appropriate coverage for their families. Finally, they operate as a Mortgage Broker, streamlining the process of securing a suitable mortgage loan.

Convenience and Accessibility

Recognizing the importance of accessibility, Colorado Financial Advisors has prioritized creating a welcoming and convenient experience for all clients. They offer both Online Appointments and Onsite Services, catering to diverse preferences. The firm is committed to inclusivity, boasting a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, Wheelchair Accessible Restroom, and Wheelchair Accessible Seating. Amenities like a Restroom are also readily available. It’s advisable to schedule an Appointment and appointments are highly recommended to ensure efficient service.

Client Feedback & Reputation

Colorado Financial Advisors has garnered positive feedback within the community. Currently, the company boasts 76 reviews on Google My Business, reflecting a strong overall satisfaction rate. The Average Opinion: 4.9/5 suggests a consistently positive experience for clients. Many clients praise the firm's ability to provide expert, tailored financial planning combined with excellent service. There’s a clear emphasis on genuine dedication to client success and a thorough understanding of financial complexities.

Key Features Summarized

| Feature | Detail |
|----------------------|---------------------------------------|
| Location | 8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111 |
| Phone | 32770605 |
| Website | https://www.coloradofa.com/ |
| Services | Financial Planning, Consulting, Life Insurance, Mortgage Brokerage |
| Accessibility | Wheelchair Accessible Facilities |

Concluding Recommendation

Based on its comprehensive service offerings, commitment to accessibility, and positive client feedback, Colorado Financial Advisors appears to be an excellent choice for individuals seeking reliable and knowledgeable financial guidance. For those seeking a truly personalized approach to their financial well-being, we strongly recommend exploring their website at coloradofa.com to schedule a consultation and discover how they can help you achieve your financial goals. Don’t hesitate to reach out directly – their team is ready to assist.

Do you want me to elaborate on a specific aspect of Colorado Financial Advisors, such as their investment strategies or the types of life insurance they offer

👍 Reviews of Colorado Financial Advisors

joseph L.

5/5

I met with Mike and Steve and they have me a very good first impression. They thoroughly informed me on how to start preparing my finances and they seem to genuinely want to help.

Kevin H.

5/5

Colorado Financial Advisors offers expert, personalized financial planning with excellent service. Trusted for retirement, investments, and tax strategies. Highly recommended!

Carol R. T.

5/5

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.

Chris D.

5/5

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.

Beatrice R.

5/5

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.

Brandy S.

5/5

Mike is amazing at explaining ever option we had and how to make the best decision for our families future. Mike communicated with us every time he saw a change. Best experience for us.

Genevieve F.

5/5

Colorado Financial Advisors are top-tier financial planners. Their expertise and personalized approach transformed my financial situation. Trustworthy, insightful, and reliable. Highly recommend for anyone seeking financial guidance.

Mark K.

5/5

A great experience. I learned I was able to offer more benefit for my employees at no cost to my business after the tax advantages. A nice office and friendly people. I highly recommend.