Here’s The Deal: Federal Benefits Made Simple, an E.A. Buck Company, is an independent financial planner in Lakewood, Colorado. Jeremy Rafferty is the President. With over twenty years of experience in leadership roles within the financial services industry, he oversees nationwide financial planning and client relations operations. He understands the significant impact and importance of a cohesive team of financial advisors working together to achieve client goals. Their team at Federal Benefits Made Simple is dedicated to assisting clients in working towards their desired retirement lifestyle. They offer guidance in developing a comprehensive retirement income strategy and provide a range of insurance and investment products tailored to support the objectives of that strategy. By combining federal benefits with various asset and insurance products, they aim to customize solutions that meet each client's unique needs and goals.
3 Best Financial Services in Lakewood, CO
Expert recommended Top 3 Financial Services in Lakewood, 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 FEDERAL BENEFITS MADE SIMPLE, AN E.A. BUCK COMPANY REVIEWS
Ann has a knack for translating complicated federal retirement and benefits rules and computations into plain language. Every federal employee should attend one of her presentations no matter what stage of their career they are currently in. She covers topics that are great for new employees to understand while they still have plenty of time to adjust their options. She covers topics that mid-career employees can benefit from as they start to look forward to retirement. And she covers topics that are imperative for the late career employees to know as they approach the time for applying for retirement and making final budget analyses. If you don’t walk away from her presentation with pertinent new knowledge, you probably weren’t listening. Thank you to Ann and her team for providing me the information to make the decision to retire with confidence.
I have been with Ann for over 10 years, since early on in my federal employment. I have always come away with information I can use and assistance putting ideas in place. I am confident recommending Ann's office to colleagues in Denver and in D.C. I no doubt the financial portion of my future retirement will go well due to Ann's expertise.
Excellent training, very knowledgeable on all aspects of Federal Benefits. I found Ann's briefing's to be: relevant, understandable and more important actionable.
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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: Summit Wealth Group is one of the leading financial services in Lakewood, with Daniel H. Gilbertson serving as the group's vice president. With extensive experience in financial planning, insurance counseling, and fee-based asset management, he brings over 28 years of expertise to the team. Before joining Summit Wealth Group, he was a partner in his own financial planning company. At Summit Wealth Group, the team caters to motivated, disciplined individuals, families, and business owners who seek expert financial guidance. They specialize in providing customized, holistic financial planning and wealth management services aimed at helping clients reach their fullest potential. Their ability to provide comprehensive financial planning life coaching and guidance sets Summit apart and their Lakewood team is committed to offering this locally and nationwide.
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TOP 3 SUMMIT WEALTH GROUP REVIEWS
My wife and I have been working with Dan Gilbertson of Summit Wealth Group for well over 20 years. We have been nothing but thrilled how we have been treated by Dan and his excellent staff. He is always accessible for any questions or concerns that we may have. He has done so with an incredible sense of humor that adds to our wonderful relationship. I have referred several of my friends to Summit and they have been equally impressed as I have been. It just has been a tremendous piece of mind to have the expertise and competence from the Summit staff at my disposal.
Summit Wealth Group has been great for my husband and I. What I enjoy most is it takes all the worry from investments. When we go in we are always treated like we are important. Dan Gilbertson honestly wants to know what we are doing and how life is treating us. He cares. He has everything prepared on where we are in the market, what (if any) changes he proposes, and even though no one knows, assures us of Summit Wealth Group following the market and keeping us personally in mind as they make decisions for our accounts. Dan is a man of faith and integrity and it is obvious in how we are treated and how our accounts are taken care of.
Summit Wealth Group has been our financial planners for over 30 years, and we have always had the upmost trust in how they managed our accounts. They have always been very professional and courtesy in dealing with us.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![GAIA WEALTH MANAGEMENT Lakewood Financial Services GAIA WEALTH MANAGEMENT Lakewood Financial Services](https://threebestrated.com/images/GAIAWEALTHMANAGEMENT-Lakewood-CO.jpeg)
Here’s The Deal: Gaia Wealth Management is a top-notch financial planner in Lakewood, Colorado. Julia Bourlakov is the president of the firm, which she founded. She brings expertise to her role with over 15 years of experience in the field. She graduated from Metropolitan State University, earned her Master's Degree in Finance from the University of Colorado, and holds FINRA Series 7 and Series 66 licenses through LPL Financial and Western Wealth Management, respectively. At Gaia Wealth Management, the team's values form the cornerstone of their approach to success. They prioritize these values in every aspect of their working relationship, guiding every step of the decision-making process. Committed to helping clients achieve a more prosperous financial future, they serve as advocates, providing financial education and building custom strategies tailored to individual needs. Their expertise is dedicated entirely to serving the best interests of their clients.
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TOP 3 GAIA WEALTH MANAGEMENT REVIEWS
We had the privilege of meeting with Julia and Eric a few weeks ago. She was absolutely incredible with us. Listened to our entire story, looked at the plethora of documentation we provided and then even gave us advice on what our next steps should be(without making us sign the check first). We honestly can't recommend them more for just that they treat you like people and not just the owners of bank accounts. We don't have "wealth" persay but still we were treated with so much respect. Julia is a wonderful human being and incredibly knowledgeable and competent at what she does! If you have any doubts, set up a call and see for yourself.
I have worked with Julia for almost 10 years now, in the world of finance, which is not second nature to me. Julia has always guided me to make the right decisions that work best for me and to build up my portfolio. She has an immense quest for knowledge, self improvement and a world-view of thoughts, so crucial in this global economy. She takes the time to know people on a personal level, I am not just a client to her, and I highly recommend her services
Julia and Eric make a wonderful team! I've known Julia personally and professionally for ten years, and the synergy that she and Eric bring to managing my portfolio has made me a very satisfied client. I emphatically recommend them--look no further than the team at Gaia Wealth Management.
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.