3 Best Financial Services in Denver, CO

Almost two years ago, my mother somewhat unexpectedly passed away. It was a lot to go through at the time, and investment was the last thing on my mind. I met Dan at my mother’s memorial, where he went out of his way to introduce himself with an amount of tact that I deeply appreciated. I didn’t know at the time, but my mother, Lori Cooney, had been his very first client. Over the next several months Dan was available for all my questions. He helped me to understand the situation and encouraged me to stay on as a client with him. Dan is quick, communicative, and highly professional. Dan truly cares for and looks out for the people whom he works with. He is more than just a financial advisor, he is a real person who treats others as real people, in a world where not many people still operate this way. From my own experience, Dan is not only intelligent and professional, but also a person who is genuinely going to look out for you and your family’s best interest.

Dan has been an absolute pleasure to work with- even though we are just starting our investing journey, Dan has been a fantastic listener and has explained any questions we might have (big and small). He is patient, available, and responsive to anything we might need, and has been an awesome advocate on our behalf. We have complete trust in him and excited to have him on our side while we reach toward our goals!

It has been a pleasure to work with Dan so far. Though early on in the process, I am impressed by Dan's attentiveness and dedication to his clients. He has made himself readily available to answer any and all of my questions and concerns promptly. I am looking forward to continuing this financial journey with Dan as my guide.

Alpha 1 Tax and we have been doing business for many years. Gus Skinner is our advisor. He is very good at explaining our current situation and at advising us for options available for the future. He makes himself available and is very responsive to our questions. Our portfolio consistently does better than the market. Gus is congenial and we appreciate the effort he puts into our investments. Our retirement financial situation was tenuous at best when we joined Alpha 1 but we are now retired and are financially secure.

Lee is hands down the best financial advisor I have ever used. He helped me plan and meet my goals. I felt appreciated and heard the entire time.

I’ve been working with Gus from Alpha 1 Tax and Wealth for over 5 years. He’s fantastic. You know you have an ally when you work with Gus.