Colorado Financial Advisors - Greenwood Village, Colorado

Address: 8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111.
Phone: 32770605.
Website: coloradofa.com
Specialties: Financial planner, Financial consultant, Life insurance agency, Mortgage broker.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 76 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Colorado Financial Advisors

☎️32770605

⏰ Open Hours of Colorado Financial Advisors

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: 9 AM–12 PM
Sunday: Closed

Colorado Financial Advisors: Your Financial Compass in Greenwood Village

Nestled in the heart of Greenwood Village at 8400 E Prentice Ave Ste 800, Colorado Financial Advisors stands as a beacon for those seeking expert guidance in navigating the complex world of finance. With an impressive address: 8400 E Prentice Ave Ste 800, Greenwood Village, CO 80111, this firm is conveniently located and easily accessible for clients from all over Colorado.

Clients seeking personalized financial expertise will find a wealth of services offered by Colorado Financial Advisors. Their suite of offerings includes Financial Planning, Financial Consulting, Life Insurance Agency, and Mortgage Brokerage. Whether you're planning for retirement, looking to optimize your investments, or need assistance with tax strategies, Colorado Financial Advisors has you covered with their team of skilled professionals.

The office prides itself on providing an inclusive environment, ensuring that all clients, including those with disabilities, feel welcome. Notable features include a wheelchair accessible entrance, parking lot, restroom, and seating, along with wheelchair accessible appointments. Their commitment to accessibility ensures a comfortable experience for everyone.

For those valuing convenience, Colorado Financial Advisors offers online appointments and onsite services, making it easier for clients to manage their scheduling around their busy lives. While an appointment is required, it's highly recommended to secure your spot, given the high demand and the insightful advice clients have received.

The opinions of past clients speak volumes about the quality of service at Colorado Financial Advisors. With a staggering 76 reviews on Google My Business and an average rating of 4.9/5, it's clear that the team here is not only knowledgeable but also genuinely cares about their clients' financial well-being. Many reviews highlight the thorough preparation and genuinely helpful approach of the advisors, like Mike and Steve, who leave a lasting first impression.

When it comes to choosing a financial advisor, Colorado Financial Advisors offers a rare blend of professionalism, personalized service, and accessibility. Their dedication to providing comprehensive financial solutions, combined with their commitment to making the process as smooth as possible, makes them a standout choice in the investment and financial planning industry.

For anyone in the Greenwood Village area or beyond looking for reliable financial guidance, Colorado Financial Advisors is highly recommended. To schedule your very own consultation and discover how they can help you achieve your financial goals, call them directly or visit their website coloradofa.com. Take the first step towards financial clarity and peace of mind today.

👍 Reviews of Colorado Financial Advisors

Colorado Financial Advisors - Greenwood Village, Colorado

joseph L.

5/5

I met with Mike and Steve and they have me a very good first impression. They thoroughly informed me on how to start preparing my finances and they seem to genuinely want to help.

Kevin H.

5/5

Colorado Financial Advisors offers expert, personalized financial planning with excellent service. Trusted for retirement, investments, and tax strategies. Highly recommended!

Carol R. T.

5/5

Steven has proven to be a very patient advisor by allowing me to ask all the questions I needed to have answered before moving my investments from a large, "big box" company that failed to really take my needs into consideration. Steven was excellent at realizing that I was interested in making my assets work to better fit my objectives and didn't harass nor forget about me when I had "life" happenings that impeded my progress in getting meetings setup with Steven. Ultimately, I was very comfortable in talking with Steven and hearing how they work at Colorado Financial Advisors. I never once felt like my business wasn't large enough to be managed and he definitely addressed any issues I had and made it seamless in moving my assets to be under his financial care taking.

Chris D.

5/5

This is a recommendation for Steven White. I interviewed six financial advisors before I chose Steven White. All of these interviews consisted of 2 to 3 meetings online. The first interview was reviewing my situation and needs, then I sent info about my portfolios. The 2nd meeting was reviewing their recommendations of what they would do with my finances. Surprisingly all had a different tactic (only 2 were somewhat similar).

As I whittled down my candidates to 2-3 and then finally him, it became clear to me that only Steven had kept my particular situation (which is not typical) in mind when talking about my finances. He would reference specifics about my situation when answering questions. He literally was the only advisor to this.

As I had additional questions when trying to decide which advisor to hire, he was always available to me, either answering the phone right away or quickly getting back to me. This high level of customer service has remained even after hiring him. Additionally, he’s very easy to talk to.

Beatrice R.

5/5

I have been very impressed working with Mr. Steven White. After divorcing after a 35 year marriage, no debt and plenty of savings, he could not have been more helpful. He is a very good listener and continues to be an excellent source for safe investments for me. I would highly recommend him.

Brandy S.

5/5

Mike is amazing at explaining ever option we had and how to make the best decision for our families future. Mike communicated with us every time he saw a change. Best experience for us.

Genevieve F.

5/5

Colorado Financial Advisors are top-tier financial planners. Their expertise and personalized approach transformed my financial situation. Trustworthy, insightful, and reliable. Highly recommend for anyone seeking financial guidance.

Mark K.

5/5

A great experience. I learned I was able to offer more benefit for my employees at no cost to my business after the tax advantages. A nice office and friendly people. I highly recommend.