IMPACTfolio® - Denver, Colorado

Address: 44 Cook St #100, Denver, CO 80206.
Phone: 42183800.
Website: impactfolio.co
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of IMPACTfolio®

☎️42183800

⏰ Open Hours of IMPACTfolio®

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

IMPACTfolio

IMPACTfolio es una empresa con sede en Denver, Colorado, en la dirección 44 Cook St #100, Denver, CO 80206, que ofrece servicios de planificación financiera y gestión de portafolio. La empresa se identifica como una empresa propiedad de mujeres y tiene servicios en línea y en la sede.

Especialidades

Planificación financiera
Gestión de portafolio

IMPACTfolio ofrece servicios personalizados y confiables para ayudar a los clientes a alcanzar sus objetivos financieros. La empresa tiene un enfoque en la planificación para la jubilación y la gestión de activos, lo que la hace ideal para individuos y parejas que buscan un asesoramiento financiero experto.

Características

Característica	Detalle
Identificado como empresa propiedad de mujeres	IMPACTfolio se identifica como una empresa propiedad de mujeres, lo que refleja su compromiso con la igualdad y la justicia social.
Servicios en línea y en la sede	IMPACTfolio ofrece servicios en línea y en la sede, lo que permite a los clientes elegir el método de comunicación que mejor se adapte a sus necesidades.
Aprovechamiento de personas con discapacidad	La empresa es wheelchair accessible, lo que significa que la entrada, el estacionamiento y el baño están diseñados para personas con discapacidad.

Opiniones

IMPACTfolio tiene 13 reseñas en Google My Business, lo que indica una alta satisfacción de sus clientes. Los clientes han elogiado a Julie y Scott por su capacidad para ayudar a los clientes a navegar por el proceso de planificación de la jubilación con confianza y confianza.

Información de contacto

Para obtener más información sobre IMPACTfolio, visite su sitio web en https://www.impactfolio.co/ o llame al 42183800 para obtener una cita o obtener más información.

Recomendación

Si estás buscando un equipo de planificación financiera confiable y especializado, IMPACTfolio es una excelente opción. Con su enfoque en la planificación para la jubilación y la gestión de activos, IMPACTfolio puede ayudarte a alcanzar tus objetivos financieros. Visita su sitio web o llama hoy mismo para obtener más información y programar una cita.

👍 Reviews of IMPACTfolio®

Pierre O.

5/5

I am a recently retired physician and cannot speak highly enough of Julie and Scott. They have helped my wife and I navigate smoothly through the increasingly complex process of retirement planning. We have been working with them for several years and have developed a great deal of confidence in their financial planning and portfolio management services.

Scott T.

5/5

We began working with Rebecca in 2014 to develop a financial plan as we neared retirement. Her insight into our finances and thoughtful investment strategies has been comforting.

IMPACTfolio’s strategy of investing in ESG funds was not the reason we followed Rebecca, but since we made the change in March 2021 we have achieved similar results to past investments in non-ESG funds while also feeling better about the governing principles of the companies we are invested in.

Susan O.

5/5

IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analysis and oversight, the firm prioritizes values investing hand in hand with profit-making. Rebecca Kennedy’s exceptional facilitation skills helped us through what can be a stressful process to develop a financial life plan that works. Highly recommended.

Lisa G.

5/5

Impactfolio has made it easy for us to plan for retirement with solid, down-to-earth advice. Rebecca is always quick to respond to questions and more than willing to meet to explain things and discuss options.

Charles

5/5

My wife and I contacted Rebecca Kennedy when we were thinking about our lives in retirement. We were nowhere near where we needed to be when we met for the first time, but after instituting the changes that Rebecca recommended over the next 2 years, we were able to become confident that we would never become a burden on our kids, even if we make it to our 9th decade. Rebecca took the time to listen to our needs-health, security, travel, and helping our kids-and her advice was reasoned, reasonable, and well worth our time and money.

Randy D.

5/5

Scott has been helpful, fair, and honest from day one. He's always happy to help with whatever I need and has never once made feel unimportant. I highly recommend him and Impactfolio as a whole!

Tess P.

5/5

So happy to entrust IMPACTfolio with my retirement plans. Scott is always super helpful and responsive with any questions, concerns, or advice. I couldn't recommend them more.

Carrie H.

5/5

I cannot recommend this team enough. They provide a very thorough, thoughtful, comprehensive and tailored approach to our unique situation. Their flat fee rate is transparent and makes sense to me, and delivers so much value. I am very confident we are on track to meet our financial and estate goals, thanks to IMPACTfolio.