Financial Retirement Group - Westminster, Colorado

Introduction to Financial Retirement Group

The Financial Retirement Group, located at 8774 Yates Dr #130, Westminster, CO 80031, is a top-tier financial planning company with a stellar reputation for providing comprehensive financial planning services to its clients. With a telephone number of 39969898 and a website at thefinancialretirementgroup.com, the company has been a trusted name in the industry for years.

Specialties and Services

The Financial Retirement Group specializes in financial planning, helping clients navigate through various financial challenges and uncertainties. Their team of experienced financial advisors works closely with clients to develop personalized financial plans that cater to their unique needs and goals.

Accessibility and Other Points of Interest

The company prioritizes accessibility and has made sure that their office is wheelchair-friendly, with an accessible entrance, parking lot, and restroom. It is recommended to book an appointment prior to visiting the office to ensure a smooth experience.

Company Opinions and Reviews

Financial Retirement Group has received an impressive 5/5 star rating on Google My Business, with 30 reviews. Clients consistently praise the company for its exceptional service, personalized attention, and knowledgeable advisors. Many clients have reported feeling financially secure and well-guided by the Financial Retirement Group, which has earned them a loyal clientele.

Key Features and Benefits

• Customized Financial Plans: The Financial Retirement Group focuses on creating personalized financial plans tailored to each client's unique needs and goals.
• Expertise: The company boasts a team of experienced financial advisors who are well-versed in various financial planning aspects.
• Caring and Supportive: Clients appreciate the caring nature of the advisors, who prioritize their clients' best interests.

Final Recommendation

If you are seeking a reliable and knowledgeable financial planning company, the Financial Retirement Group is highly recommended. With a proven track record of success and a commitment to customer satisfaction, they are well-equipped to guide you towards a secure financial future. For more information, visit their website at thefinancialretirementgroup.com or contact them directly at 39969898.

👍 Reviews of Financial Retirement Group

James B.

5/5

I have been working with the Financial Retirement Group for over two decades. They have done all the heavy lifting for me, and guided me through choices and options, to provide me with all the financial security I will need for the rest of my life. Working with Ben, Bob, Mike, and Andrea, has been a great joy. They are so caring, and are always looking out for my best interests. I am so glad to have them in my life, and I highly recommend them for ALL your financial planning.

Olivia S.

5/5

My husband and I have been clients of the Financial Retirement Group for many years and are very satisfied with their service to us. Bob, Ben and Mike are excellent at keeping us updated on our investments and informing us of new opportunities that could be of benefit to us. They are very good at answering any questions we have with patience in a way that is easily understood.

Andy B. (.

5/5

I have used the Financial Retirement Group for over 15 years. They have solidified my income and allowed me to retire with additional funds. The customer service provided by Ben, Bob, Andrea and Mike has been great and they have always supplied me with forms, documents and answers when needed. Recently I sold a business and was looking for a path forward on how to save the most money and have the most income. I interviewed 4 other investment services, I should have started with them and ended with them. They did me a solid.

Jill G.

5/5

The folks at The Financial Retirement Group have treated us with great respect and kindness. They fully understand their responsibility of providing us with sound financial advice so that we can retire in peace. They are there for us when have questions and are actively reaching out to us making sure we are comfortable with our options. It has been a wonderful experience having The Financial Retirement Group in our corner.

Sandra P.

5/5

I have been working with Ben, Bob, Michael and Andrea for 20 years. They reviewed my portfolio at no charge or obligation. I am now enjoying retirement thanks to their knowledge and recommendations.
If you are looking for a company you can trust, I highly recommend the Financial Retirement Group!

artapplelincparts

5/5

I joined the Financial Retirement Group well over thirty years ago before it was called the Financial Retirement Group. It was just Bob Malone guiding me and my previous wife heading towards what we were hoping to instill confidence in our retirement and future. It was his interest in old classic Lincoln cars that drew us to him to help guide us but so much more than that for us to stay with him and his company for all the years that followed. As associates joined Bob and the business continued to grow, so did my trust in Bob and then Ben Di Salle, Mike Malone (Bob's Son), and, finally Andrea Bonifacino, rounding out an office of very professional financial people. Going it alone financially to have a good plan in place for a worry-free retirement demands professional help. Now, here we are, all these years later after making that choice in this group of professionals, living the dream, as a retired couple. Our house and cars are paid off and we travel occasionally...We still watch expenses, but we couldn’t have had this kind of success were it not for the financial guidance and encouragement we got from the members of the Financial Retirement Group. Nice to know there's still some honest business people left that take pride in what they do. Thank You.

Sam D.

5/5

I would like to say thank you to the Financial Retirement team. Your team was a major contributor in allowing me to retire 7 years earlier than expected and enjoy priceless time with my wife and grandchildren. The investments I was introduced to were suitable. They currently allow us to enjoy all things we love to do without the worry of running out of money. I know our money and investments are in good and secure hands with your team. Thank you
Sam

Joe C.

5/5

Everyone over at The Financial Retirement Group is easy to work with and responsive, they listen and have good solutions to any concerns that might come up, and most importantly their financial offerings consistently seem to give me confidence in my investments. For suitable, solid financial advice FRG is a great choice.