“Hands down the most honest and well-versed financial planner in Colorado. The entire team here has extensive knowledge of comprehensive financial planning. I highly recommend working with REA, integrity is hard to find in this industry, but this place has it.“
“Nathan and his team are great. They think outside the box and came up with creative investment opportunities for my wife and I. I would recommend them.“
“Saved my future after a bad situation with another planner. Works hard too put his clients first.“
“Great insights and help towards building a realistic portfolio! Nice person to work with.“
“We have been clients for nearly 13 years and have never been steered wrong. Terri developed sound financial plans that allowed us to retire comfortably (and I early!), routinely checks in, offers sound advice and is a consummate professional. We have recommended Fassi Financial to a number of people who have also become satisfied customers. We couldn't be happier with the service and highly recommend them.“
“Ryan Yoder. Very good product and service. Can recommend him with confidence Rusty Huelle Owner of 3BIDZ, Window, Siding and Patio Door Replacement“
“Josh Miller took over my life insurance account and I became a client of his in 2018. Since then I have not hesitated in referring friends and family to Josh for financial guidance. He is now a friend and I look forward to what he can do to help my wife and I manage our money wisely.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Greg at Balanced Financial was extremely helpful with explaining his optimization report for my husband and I regarding Social Security and other ideas about income and growing investments. I really appreciated the time he took to make sure we (I especially) understood the terms and processes. He answered all our questions and showed us multiple "scenarios" and outcomes. It's a good feeling to have choices when planning for retirement!“