Here’s The Deal: Devin Statham is a Financial Advisor at First Command Financial Services in Aurora, Colorado. He has provided the best services since 2019 and is committed to helping clients consistently make the smart, informed financial decisions essential to pursuing long-term financial security. With extensive experience, he understands military life's unique challenges and opportunities 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.
3 Best Financial Services in Aurora, CO
Expert recommended Top 3 Financial Services in Aurora, Colorado. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 FIRST COMMAND FINANCIAL ADVISOR - DEVIN STATHAM REVIEWS
Devin is fantastic! Not only an amazing financial advisor, but a great human! I have always considered myself to be financially savvy, but felt that I needed some extra guidance with making my long terms goals achievable. After meeting with Devin, I was blown away with his passion for helping people achieve their goals, not just financially but in life. He took me through where I was and where I wanted to be in the future, set out action steps and made it so easy! I'm so grateful for his expertise and his willingness to educate. Thanks Devin.
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.
My husband and I go to Devin and he is awesome! He is very thorough in talking to us about our goals for the future, and recently gave us a financial plan on how we can reach them. We are very thankful for Devin's guidance and excited to have a more secure future.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: SUM Financial Services Group is a well-known Financial planner in Aurora, Colorado. Nathan Sumner is the president and wealth advisor for the firm. The team can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, their personalized service focuses on your needs, wants, and long-term goals. They offer the best solutions aimed at assisting families in achieving their financial goals. Their goal is to help you reach your savings goals while providing the highest-quality client experience. They are a financial services company for everyone. They offer services for those just starting their investment journey or already in retirement.
Specialty:
$Price:
Initial Plan: $1,000*
Ongoing Planning: $100/month
For Master's
Initial Plan: $2,000*
Ongoing Planning: $200/month
Initial Plan: $2,000-$5,000*
Ongoing Planning: $250+/month*
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Colorado Financial Advisors Aurora Financial Services Colorado Financial Advisors Aurora Financial Services](https://threebestrated.com/images/ColoradoFinancialAdvisors-Aurora-CO.jpeg)
Here’s The Deal: Colorado Financial Advisors is a fee-only financial planner in Greenwood Village, Colorado. Steven L. White, Jr., is the firm's advanced planning specialist. He is originally from New Smyrna Beach, Florida, and moved to Colorado in 1985 after being honorably discharged from the United States Air Force. The team provides detailed financial planning and peace of mind. Their advisors create strong relationships. They take pride in their commitment to clients, independent ideas, and sound advice. They help you achieve independent wealth. They offer various financial products and services to individuals, families, and business owners. They have the knowledge and experience to provide sound advice and a solid plan. Colorado Financial Advisors collaborates with premier insurance providers to discover the ideal product for your distinct personal and business needs. They have the expertize to help you reach your financial goals. This firm located in 15mins away from Aurora.
Specialty:
$Price:
Package Fee for Graduates and Family With Child: $500
Package Fee for Pre-Retirement Plans: $1000
Package Fee for Retirement Plans: $1500
Detailed budget: $250
Student loan review: $250
Education funding review: $300
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 COLORADO FINANCIAL ADVISORS REVIEWS
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.
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.
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.