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BEST RATED AURORA, CO FINANCIAL SERVICES

3 Best Financial Services in Aurora, CO

Expert-recommended Top 3 Financial Services in Aurora, Colorado. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Devin Statham - Aurora, CO Financial Services
Devin Statham - Aurora, CO Financial Services
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DEVIN STATHAM

(4.8 Score)
FIRST COMMAND FINANCIAL ADVISOR
3033 South Parker Road, Suite 400,
Aurora, CO 80014 Directions

Since 2019

Specialty:

✓ Comprehensive Financial Planning ✓ Investment Strategies ✓ Risk and Debt Management ✓ Education ✓ Asset Management

“Devin Statham is a Financial Advisor who is committed to helping clients consistently make the smart, informed financial decisions essential to pursuing long-term financial security. With extensive experience, he understands the unique challenges and opportunities of military life and is passionate about helping service members and their families achieve financial success. He provides personalized financial guidance to growing families, offering college savings and insurance planning strategies. He also helps those approaching retirement establish a retirement income plan while assisting clients in reducing debt, building wealth, and pursuing financial security from the start of their military career and beyond.”

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Contact:

(303) 695-1199

Open 24 Hours

TBR® Inspection Report:

TimeWise Financial - Aurora, CO Financial Services
TimeWise Financial - Aurora, CO Financial Services
TimeWise Financial - Aurora, CO Financial Services
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TIMEWISE FINANCIAL

(4.7 Score)
1010 S Joliet St #109,
Aurora, CO 80012 Directions

Since 2005

Specialty:

✓ Financial Planning ✓ Retirement Planning ✓ Divorce Financial Planning ✓ Business Owner Financial Planning ✓ College Planning ✓ Tax Management ✓ 365 Monitoring

“TimeWise Financial offers more than just money management. They help you define a clear purpose for your future and implement a carefully crafted financial and investment plan that gives you clarity and confidence to live the life you want. Their goal is to elevate your expectations for yourself and your finances so you can live your version of a meaningful life. Deanna LaRue is the founder of TimeWise Financial. She quickly became comfortable with money and learned how to leverage and invest, purchasing her first investment property at 19 years old while she was a student at Kennesaw State University. Deanna graduated with a bachelor's degree in business administration/finance.”

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Contact:

(303) 364-2649

Mon-Thu: 9am - 5pm
Sat&Sun: Closed

TBR® Inspection Report:

SUM Financial Services Group - Aurora, CO Financial Services
SUM Financial Services Group - Aurora, CO Financial Services
Best Financial Services in Aurora CO - SUM Financial Services Group video
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SUM FINANCIAL SERVICES GROUP

(4.7 Score)
621 Olathe Way,
Aurora, CO 80011 Directions

Since 2014

Specialty:

✓ Education and Retirement Planning ✓ Tax and Basic Estate Planning ✓ Business Planning Strategies and Review ✓ Group Benefit Review and Advice ✓ Advanced Estate Planning ✓ Cash Flow Analysis ✓ Debt Management ✓ Risk Tolerance Review and Asset Allocation ✓ Beneficiary Review ✓ Insurance ✓ Goal Planning

“SUM Financial Services Group aims to help you reach your savings goals while providing a high-quality client experience. Nathan Sumner, CFP®, is the President of SUM Financial Services Group. In addition to serving as a Wealth Advisor, he serves on boards and is an active Rotarian volunteering with a variety of organizations throughout the year. SUM Financial Services Group team of dedicated professionals is committed to understanding your unique financial goals and personal aspirations. They take the time to listen and offer personalized advice and tailored solutions that reflect your individual needs. With a compassionate approach and a genuine commitment to your success, they strive to build lasting relationships based on trust and integrity. They provide a Zoom call Facilities.”

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Price:

For Bachelor's
Initial Plan $1,000
Per Month
Ongoing Planning $100
For Master's
Initial Plan $2,000
Per Month
Ongoing Planning $200
For Doctorate
Initial Plan From $2,000
Upto $5,000
Per Month
Ongoing Planning From $250

Contact:

(720) 613-6160

Mon-Fri: 8am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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DEVIN STATHAM REVIEWS

Devin is great! He truly takes the time to break everything down and help you understand the steps needed to meet your financial goals. He always has your best interest in mind and makes you feel comfortable and knowledgeable. I am excited for my financial future because of Devin! 1

Devin is a great advocate all and delightful to work with. He takes the time to make sure you understand where you are and the steps necessary to get you where you would like to be in the future.10/10

Dev has been such a great resource for our family! I have complete confidence in his advice and appreciate his willingness to meet us where we are at to get us where we want to be. .

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TIMEWISE FINANCIAL REVIEWS

Time Wise Financial has been invaluable in helping my husband & I gather our various retirement accounts & assets into one cohesive plan. Caroline Piehl & Sarah Rentschler in the Denver office have been so helpful with both financial planning & goals, along with tax services & guidance. I would highly recommend contacting Time Wise to discuss your financial planning needs!

We have been longtime clients of TimeWise Financial. Caroline, Sarah, and all of the staff provide great professionalism and knowledge.

Very patient with us on explaining everything knowledgeable

SUM FINANCIAL SERVICES GROUP REVIEWS

Nathan and Sum Financial Services Group is an absolute gem in the realm of finance groups! First and foremost, their commitment to client orientation is unparalleled. They don't just see you as a number; they genuinely care about your financial well-being. Nathan takes the time to understand each unique situation and patiently educate the clients on various options, empowering them to make the best and most informed decisions for their futures. What truly sets them apart is their deep empathy towards their clients' financial situations. In a world where financial matters can be intimidating and overwhelming, Nathan approaches each case with compassion and understanding. Nathan is not just about numbers; he genuinely wants to see his clients thrive. Moreover, I appreciate that Nathan doesn't simply push products. He takes a holistic approach, looking at the entire picture of your financial landscape. This means considering a wide range of products and solutions tailored to your specific needs rather than trying to sell you something just to support the product. People, not products, is why Nathan entered this field. If you're looking for a Certified Financial Planner that not only knows his stuff but also genuinely cares about your financial well-being, look no further. I wholeheartedly recommend SumFSG to anyone seeking sound financial guidance and support.

Looking for sound financial management and a proven track record of delivering consistent growth? Look no further then Sum Financial! I've sought out Nathan's wisdom for years, his insight and passion have helped me make smarter financial decisions and aided my professional development. With Sum Financial you can expect superior wealth management with a personalized touch!

TBR® Inspection Score Report

DEVIN STATHAM Total Inspection Points: 114/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Current Evaluation: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Standard: 10

TBR® Inspection Score Report

TIMEWISE FINANCIAL Total Inspection Points: 113/120
Acknowledgments: 8
Current Evaluation: 8
Business Hours: 9
Review Analysis: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10

TBR® Inspection Score Report

SUM FINANCIAL SERVICES GROUP Total Inspection Points: 112/120
Acknowledgments: 8
Current Evaluation: 8
Business Hours: 9
Business Images: 9
Legitimate Ratings: 9
Reviews Study: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Review Analysis: 10
Website Standard: 10