Maestro Associates - Denver, Colorado

Maestro Associates: Comprehensive Financial Planning in Denver

Nestled in the heart of Denver, Colorado, at 600 S Cherry St, Suite 801, Maestro Associates stands as a beacon of professionalism and expertise in the realm of financial planning. This boutique firm, established in 1986, has been consistently providing personalized and comprehensive financial planning services to its clients for over three decades.

Main Services

• Retirement Planning: Maestro Associates helps clients navigate the complex world of retirement planning, ensuring they are well-prepared for their golden years.
• Investment Management: The firm offers tailored investment strategies that align with each client's unique financial objectives and risk tolerance.
• Estate Planning: Maestro Associates assists clients in creating effective estate plans to protect their assets and ensure a smooth transfer to their beneficiaries.
• Tax Planning: The firm helps minimize clients' tax liabilities through strategic planning and up-to-date knowledge of tax laws.
• Risk Management: Maestro Associates evaluates clients' risk exposure and implements strategies to protect their financial well-being.
• Financial Planning for Business Owners: The firm provides specialized services to help business owners build, manage, and transition their businesses.

Location and Access

Maestro Associates is ideally located in the Cherry Creek neighborhood, one of Denver's most vibrant and accessible areas. The building is easily reachable via I-25 and I-70, and several public transportation options are available nearby, including the Cherry Creek light rail station and several bus routes.

For those driving, ample parking is available in the surrounding area, with a wheelchair-accessible parking lot adjacent to the building. The entrance and all restrooms are also wheelchair accessible, ensuring that the premises are welcoming to all clients.

Featured Characteristics

• Flat Fee Structure: Maestro Associates operates on a flat fee structure, which means clients pay a predetermined fee for services, regardless of how much time the firm spends on their account. This approach promotes transparency and ensures that clients always know what to expect.
• Holistic Approach: The firm takes a holistic approach to financial planning, considering every aspect of a client's financial life and how each piece fits into the bigger picture.
• Experienced Team: Maestro Associates' team comprises seasoned professionals with diverse backgrounds and expertise, enabling them to provide well-rounded financial advice.
• Fiduciary Standards: As a fee-only fiduciary, Maestro Associates is committed to acting in the best interests of its clients at all times.

Practical Information

Address: 600 S Cherry St, Suite 801, Denver, CO 80246

Phone: 331-679-0000

Website: www.maestro-associates.com

Email: [email protected]

Hours: Monday - Friday, 8:30 AM - 5:00 PM (Mountain Time)

Positive Aspects from Client Reviews

Maestro Associates has consistently received high praise from its clients, with an average rating of 5/5 stars on Google My Business, based on 7 reviews. Some of the most commended aspects include:

• Personalized Service: Many clients appreciate the personalized attention they receive from the Maestro Associates team, with services tailored to their unique needs and goals.
• Expertise and Knowledge: Clients often comment on the team's deep understanding of financial planning and their ability to explain complex concepts in a clear and understandable manner.
• Professionalism and Integrity: Maestro Associates' commitment to acting as a fiduciary and its transparent flat fee structure have been praised by clients, who appreciate the firm's ethical approach to business.
• Accessibility and Convenience: Clients appreciate the firm's wheelchair-accessible facilities and its convenient location, with several parking options available nearby.

👍 Reviews of Maestro Associates

Bob D.

5/5

Maestro Associates has been a great resource for us. They have taken what was in my mind and put into a framework that we both understand.

We both feel better after they helped us consolidate some investments, and they have helped coordinate some legal and tax work. I guess you could say they have gotten our orchestra to perform in a way that is to our liking, even with professionals we already had been working with.

I would add that they are not responsive - they are proactive!

RE S.

5/5

For several years now, Chris Blair along with his team at Maestro Associates have brought an extra level of peace of mind to our overall estate planning in a unique way. Their experiential knowledge and professionalism combined with acute attention to detail are top-drawer. He has exhibited nothing but utmost integrity, and I highly recommend Chris and his team for anyone looking for a Trusted Advisor in this important area.

Robert G.

5/5

Chris and staff are top notch professionals in everything they do for our family’s financial planning. His process is outstanding and personal. He digs deep into what you want out of your life and not just numbers, but true goals and how planning can help you get there. I’ve had some subpar financial planners in the past, simply pushing products for commissions and I can honestly say Maestro Associates has never approached our planning in this manner. I’m confident in our joint decisions and we review them several times a year to make adjustments where it makes sense for us. Chris and staff are ALWAYS available for questions, advice or concerns and truly treats us as friends and not just another client. Out of all my google reviews of restaurants and other service businesses through the years, this is the most important one to get right, and I can confidently say that by my family choosing Maestro Associates, our financial well being is being served better than than I could have hoped for and we are extremely happy.

Corey H.

5/5

The Maestro Associates team is a top notch group that can help set you ahead in life. Their approach to financial planning takes a direction a more human approach than I have ever seen before. They understand how to talk to people on their level and can help bring a full view of your financial world - not just the money in your stock portfolio. It's eye opening!

John B.

5/5

The team at Maestro is responsive and totally on the ball. When my career threw me a curve they were there to help me strategize, alter plans, reduce stress, and put my energy into the next opportunity vs worrying about finances. For me, Maestro is more than Financial planning, It really is financial therapy.

liz D.

5/5

The team at Maestro is incredibly knowledgeable and up-to-speed on the ever-changing rules and regulations around all things taxes, retirement, and investing. They're nimble, responsive, and trustworthy 💯

Lizzy G.

5/5

Chris and his team are great to work with and incredibly trustworthy!