Financial Planners near Lakewood

“JoAnn and Colette are fabulous! Their friendly, practical approach is backed by education, knowledge and skill. The fiduciary hat looks great on them! I highly recommend JHAdvisors.“

“I've been working with Moneta now for over 2 years now. A fantastic wealth management firm, Lynn and his team welcomed us in and quickly provided a plan for our complex financial situation. They checked our goals and reviewed everything and set us on the right track financially and then started ensuring that our estate planning was in good shape. The team has been wonderful to work with and we've been relaxed ever since and confident that Moneta is taking care of us.“

“My husband and I have been with Michael Fibiger at Trilogy Financial for almost 5 years. We started with a financial plan and have since moved several accounts over to him. He has helped us with protection, planning, college accounts, retirement, and has assisted with my husband‘s employer retirement. We also have plans in place in case we need a nest egg. He has recommended countless professionals and assistance of everything from wills to insurance planning. We are at a great place with our finances since switching to Mike. We have even opened separate accounts to grow personal money. Mike meets with us yearly to go over each year and make plans for the next. He is always easy to reach and we have tremendous confidence in his knowledge and how he handles our investments. We have referred several other families to Mike and our son is interested in starting investments with him as soon as he is able. I can’t describe how relieved we are to have peace of mind with our money.“

“Grant and Jeff run one of the BEST boutique shops in town. They're far and away more talented, thoughtful, and dedicated than any of the big name financial planners and wealth advisors. Highly recommend them and their work!“

“The first time I had a meeting with Ali & Barghelame Wealth Advisors, I was not prepared for the amount of time and quality of questions they would have. Ali really dedicated time getting to know me, my goals, and where I was in life. He then presented a plan that was custom to me and my family.A big part of our goal was retirement planning, and I cannot tell you how the impact it has had in my life just knowing that that part of my life is on track and taken care of. I don't have to think about it any more because Ali & team do it for me!If you are looking for personable service that is customized to you and your needs, this is the right place to go.“

“We had an excellent experience with Maia Wealth. Our wealth manager was Darcy, she was knowledgeable and answered all our questions.“

“Kyle was very helpful in giving me advice and guidance on my financial planning decisions. The bonus is that he is also an all-around affable and easy-to-work-with guy. I consider myself reasonably knowledgeable when it comes to financial planning but Kyle pointed out things I didn't think of and gave me confidence in my next steps. He was generous with his time and I would certainly recommend him.“

“Great place to look if your looking to retire your business and it is a great place to get taxes done as well.“

“Very knowledgeable folks helping with retirement investments. Have used them many years now“

“Stephen C. took care of me! Had some questions about receiving an international wire transfer. Drive up ATM is usually my choice to deposit cash. The branch is spacious and clean. Friendly tellers as well as desk employees (names escape me.) Compared to my experience with the location on 38th I work certainly drive out of my way to stop in here. Awesome work!“