Flatirons Wealth Management:Steve Zakelj - Boulder, Colorado

Address: 4450 Arapahoe Ave #100, Boulder, CO 80303.
Phone: 204466093.
Website: flatironswm.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.

📌 Location of Flatirons Wealth Management:Steve Zakelj

Flatirons Wealth Management:Steve Zakelj 4450 Arapahoe Ave #100, Boulder, CO 80303

⏰ Open Hours of Flatirons Wealth Management:Steve Zakelj

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

About Flatirons Wealth Management & Steve Zakelj

Flatirons Wealth Management, located at 4450 Arapahoe Ave #100, Boulder, CO 80303, offers a range of financial planning services under the expertise of Steve Zakelj. For those seeking financial guidance in Boulder, this is a name worth considering. To get in touch, Steve can be reached at 204-466-093. Their comprehensive services are accessible through their website flatironswm.com.

Key Features and Services

- Specialties: Steve Zakelj stands out as a Financial Planner, specializing in helping individuals and possibly small businesses to navigate complex financial landscapes.
- Accessibility: The office is wheelchair accessible, ensuring a smooth experience for all clients. There's also a wheelchair accessible parking lot available.
- Convenience: Offering both online appointments and onsite services, Flatirons Wealth Management aims to accommodate the varied needs of its clients.
- Facilities: The office includes a restroom and maintains a polite policy of requiring appointments, though they recommend scheduling one to ensure personalized attention.

Information for Prospective Clients

- Contact Information: For inquiries or to book a consultation, Steve Zakelj's phone number is 204-466-093.
- Online Presence: The company's website, flatironswm.com, provides valuable insights into services offered and can be a great starting point for anyone interested in financial planning.
- Appointment Requirements: While walk-ins are welcome, it's advisable to book an appointment in advance to ensure you get the attention you need.

Client Opinions

- Steve Zakelj has garnered positive feedback, with one client praising him for being "always so kind, very knowledgeable, and overall a pleasure to work with" Such reviews suggest a high level of professionalism and client service.
- The average opinion on Google My Business is a modest 3/5, indicating a generally satisfactory experience but also hinting at areas for improvement.

Considering these points, Flatirons Wealth Management, led by Steve Zakelj, appears to offer a well-rounded approach to financial planning. His combination of kindness, knowledge, and accessibility makes him a potentially valuable resource. For anyone in Boulder or the surrounding areas looking to manage their finances more effectively, it might be worthwhile to reach out through their website to explore how their services could benefit you.

To conclude, Flatirons Wealth Management presents a promising opportunity for those seeking financial guidance. The blend of personalized service, wheelchair accessibility, and convenient appointment options sets them apart. Don't hesitate to visit their website to schedule a consultation or learn more about their offerings. Your financial future could benefit from expert planning and support.

This recommendation encourages potential clients to actively engage with Flatirons Wealth Management by visiting their website, which could lead to discovering how they can be a pivotal part of one's financial journey.

👍 Reviews of Flatirons Wealth Management:Steve Zakelj

Flatirons Wealth Management:Steve Zakelj - Boulder, Colorado
Wendy W.
1/5

Steve basically recommnded I fire him after doing so poorly on my portfolio. He lost 37% of my IRA in just 9 months during a very strong market. I would have been better off financially if I had never let Steve touch my portfolio. Very disappointed.

Flatirons Wealth Management:Steve Zakelj - Boulder, Colorado
Intelligent O. B.
5/5

Steve is always so kind, very knowledgeable, and overall a pleasure to work with!

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