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Olive Tree Wealth Management - Broomfield, Colorado

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 14 Garden Center suite 3, Broomfield, CO 80020.
Phone: 9703054645.
Website: olivetreewm.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Olive Tree Wealth Management

Olive Tree Wealth Management 14 Garden Center suite 3, Broomfield, CO 80020

☎️9703054645

⏰ Open Hours of Olive Tree Wealth Management

  • Monday: 8 AM–6 PM
  • Tuesday: 8 AM–6 PM
  • Wednesday: 8 AM–6 PM
  • Thursday: 8 AM–6 PM
  • Friday: 8 AM–6 PM
  • Saturday: Closed
  • Sunday: Closed

Olive Tree Wealth Management is a highly respected and professional financial planning firm located at 14 Garden Center suite 3, Broomfield, CO 80020. With a phone number of 9703054645, and a user-friendly website at olivetreewm.com, this company specializes in providing expert financial advice to their clients. Some key specialties include assisting with retirement planning, investment management, and estate planning. The firm is well-equipped to handle a wide range of financial needs for individuals and families.

One of the most notable features of Olive Tree Wealth Management is its commitment to accessibility. The office boasts a wheelchair accessible entrance and parking lot, making it easier for individuals with disabilities to access their services. Additionally, the office is equipped with a restroom for the convenience of its clients.

The company has garnered a strong reputation, with an impressive 6 reviews on Google My Business, boasting an average rating of 5 out of 5 stars. Clients consistently praise the firm's knowledgeable and friendly staff, as well as their personalized approach to financial planning.

👍 Reviews of Olive Tree Wealth Management

Olive Tree Wealth Management - Broomfield, Colorado
Steven G.
5/5

I’ve had the pleasure of knowing Josh for over 10 years, and I can confidently say he’s the most genuine and hardworking financial planner in our industry. As someone who helped train me in this business, Josh has always impressed me with his dedication, integrity, and depth of knowledge.

He’s not just a financial advisor—he’s a family man who truly understands the importance of building a secure future for others.

If you’re looking for an independent financial planning firm led by someone who genuinely cares and works tirelessly for his clients, I can’t recommend Olive Tree Wealth Management enough. Josh is as honest, hardworking, and real as they come.

Olive Tree Wealth Management - Broomfield, Colorado
Nicole S.
5/5

I’ve known Josh for over 20 years, and his integrity, trust, and loyalty are unmatched. When it comes to financial services, you need someone who truly has your best interests at heart, and that’s exactly what you get here. He takes the time to understand your goals, provides clear and honest guidance, and always follows through with professionalism. If you’re looking for a financial advisor who values relationships as much as results, I highly recommend Olive Tree Wealth Management. You won’t find a more dedicated and trustworthy team.

Olive Tree Wealth Management - Broomfield, Colorado
Kyle T.
5/5

Josh is smart, committed and driven. He has a strong sense of family and faith. He is trustworthy and dependable. Olive Tree Wealth Management has you and your family’s best interests in mind.

Olive Tree Wealth Management - Broomfield, Colorado
Corey C.
5/5

One thing that I can say strongly is Josh has a very keen expert skillset in this industry! He displays very direct and personable interactions with his clients, including an acute approach to meeting their goals, needs and endeavors in a very professional way. This goes to show that Josh not only cares for his clients and is equipped to execute but, he is invested in his clients, his work (as a trade expert) and the overall efficacy of his product(s). Since an "olive tree" visualizes one of the strongest signs of peace, you will clearly have the peace in knowing that you made THE RIGHT decision in partnering with Josh and the Olive Tree Wealth Management organization, for navigating your financial path forward.

Olive Tree Wealth Management - Broomfield, Colorado
Gail A. K. J.
5/5

Josh is an amazing advisor, and we trust him with all our services. He has been a great asset to our endeavors.

Olive Tree Wealth Management - Broomfield, Colorado
FIT W. C.
5/5

We appreciate Josh's holistic approach, as we have a wellness center ourselves. He is very informative & will recommend helpful seminars to attend:)

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