Leading Edge Financial Group - Greeley, Colorado

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Leading Edge Financial Group: A Comprehensive Overview

Leading Edge Financial Group is a dedicated financial planning firm committed to providing personalized and comprehensive financial guidance to individuals and families. Located at 4673 W 20th St # E, Greeley, CO 80634, and reachable by phone at 9703568162, the group focuses on building long-term relationships based on trust and understanding. They prioritize accessibility and customer service, as evidenced by their various accessibility features.

Location and Accessibility

The firm’s physical location in Greeley, Colorado, allows for convenient face-to-face consultations. It’s important to note that Leading Edge Financial Group is dedicated to providing an inclusive experience, offering a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. They also provide standard restroom facilities. Appointments are highly recommended to ensure dedicated time and attention to each client’s unique needs.

Specializations and Services

At its core, Leading Edge Financial Group specializes in financial planning. This encompasses a broad range of services, including retirement planning, investment management, estate planning strategies, and insurance needs analysis. They strive to develop tailored plans that align with each client's specific financial goals, risk tolerance, and time horizon. The team appears to excel at developing robust and adaptable strategies.

Client Feedback and Reputation

Leading Edge Financial Group has garnered positive attention within the community, as reflected by four reviews on Google My Business. The average opinion is an impressive 4.8/5, indicating a high level of client satisfaction. Many clients speak to the dedication and responsiveness of a key individual, suggesting a strong commitment to exceptional customer service. The consistently positive feedback highlights the firm's ability to build genuine relationships and deliver valuable results. It’s clear that the team takes a proactive and supportive approach to client financial well-being.

Key Features & Recommendations

• Expertise: The team possesses a deep understanding of financial markets and planning principles.
• Personalized Approach: They emphasize customized strategies, recognizing that each client’s situation is unique.
• Accessibility: The firm is committed to providing a welcoming and convenient experience for all clients.
• Communication: The responsiveness and availability of key personnel, as mentioned in client feedback, suggests a strong commitment to open and timely communication.

For anyone seeking a reliable and client-focused financial planning partner, Leading Edge Financial Group presents a compelling option. Their dedication to accessibility, combined with their expertise and apparent commitment to building lasting relationships, makes them a noteworthy choice within the Greeley area.

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👍 Reviews of Leading Edge Financial Group

Tori M.

5/5

Kristi Rankin is amazing! She is extremely knowlegeable, always goes the extra mile, and truly has the most wonderful customer service. I have needed things at late hours and on weekends and she has never failed to answer my call or meet my needs. This relationship has felt like a friendship and I know we will continue to use her services in the future. I would recommend her all day long. She is a trusted expert in her field and wonderful to work with!

Debra M.

5/5

We have used Kristi at Leading Edge Financial for our small business health insurance needs and are extremely happy with their service and their knowledge of this complicated business.

Tad O.

5/5

Great company, amazing people!

Marilee K.

4/5