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BEST RATED LAKEWOOD, CO FINANCIAL SERVICES

3 Best Financial Services in Lakewood, CO

Expert-recommended Top 3 Financial Services in Lakewood, 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!

Federal Benefits Made Simple, an E.A. Buck Company - Lakewood, CO Financial Services
Federal Benefits Made Simple, an E.A. Buck Company - Lakewood, CO Financial Services
Federal Benefits Made Simple, an E.A. Buck Company - Lakewood, CO Financial Services
9+ YEARS IN TBR
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FEDERAL BENEFITS MADE SIMPLE, AN E.A. BUCK COMPANY

(4.8 Score)
1 Denver Federal Center, Building 45 Room 1050 Entrance E9,
Lakewood, CO 80225 Directions

Since 2002

Specialty:

✓ Retirement Income and Tax Planning Strategies ✓ College Savings ✓ Life Insurance ✓ Long-Term Care ✓ Ira Transfers and 401(k) Rollovers ✓ Ira Legacy and Asset Planning ✓ Asset Protection Strategies ✓ Wealth Accumulation ✓ Annuities

“Federal Benefits Made Simple, an E.A. Buck Company, has a strong team of professionals helping ensure you receive all the assistance you need, not only in developing your retirement income strategy but in maintaining it throughout your retirement. Jeremy Rafferty is the president of Federal Benefits Made Simple, an E.A. Buck Company. Jeremy leads financial planning and client relations operations across the country. With over twenty years of experience in leadership roles in the financial services industry, he knows the impact and value that can be created for a client when a team of financial advisors works cohesively to accomplish its goals.”

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Contact:

(303) 922-4304

Mon-Thu: 8am - 5pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Summit Wealth Group - Lakewood, CO Financial Services
Summit Wealth Group - Lakewood, CO Financial Services
Summit Wealth Group - Lakewood, CO Financial Services
Best Financial Services in Lakewood CO - Summit Wealth Group video
10+ YEARS IN TBR
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SUMMIT WEALTH GROUP

(4.8 Score)
141 Union Boulevard, Suite 270,
Lakewood, CO 80228 Directions

Since 2009

Specialty:

✓ Risk and Wealth Management ✓ Estate and Retirement Planning ✓ Financial and College Planning ✓ Asset Allocation ✓ Investment Management ✓ Tax Planning ✓ Stock ✓ Cash Flow Analysis ✓ Lifestyle Coaching ✓ Portfolio and Investment Management ✓ Insurance Planning

“Summit Wealth Group is one of the largest independent financial advisory firms in the nation. Their mission is to be your trusted financial team of professionals with experience, dedication, and an unwavering commitment to excellence. Randy Morris is the Chief Executive Officer of Summit Wealth Group. Randy’s skills and accomplishments led to his election as a past President of the Mississippi Chapter of the Financial Planning Association (FPA). Randy is a Chartered Financial Consultant (ChFC-1985) and a certified financial planner® Practitioner (1987). He is also a Registered Representative, an Investment Adviser Representative, and a Registered Securities Principal. Additionally, he has assisted the CFP® Board of Examiners as an exam reviewer.”

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2022 Forbes Best In State Wealth Advisors

Contact:

(303) 645-4679 (877) 645-4679

Mon-Thu: 8am - 5pm
Fri: 8am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Gaia Wealth Management - Lakewood, CO Financial Services
Gaia Wealth Management - Lakewood, CO Financial Services
Gaia Wealth Management - Lakewood, CO Financial Services
3+ YEARS IN TBR
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GAIA WEALTH MANAGEMENT

(4.8 Score)
10600 West. Alameda Avenue, Suite 200,
Lakewood, CO 80226 Directions

Since 2017

Specialty:

✓ Retirement Planning ✓ Social Security ✓ Personal Savings ✓ Investment and Risk Management ✓ Estate and Tax Planning ✓ Asset and Portfolio Management ✓ Business Planning ✓ Long-Term Care

“Gaia Wealth Management has been dedicated to guiding clients towards a more bountiful financial future. Julia Bourlakov is the founder of Gaia Wealth Management. Julia earned her Master’s Degree in Finance from the University of Colorado and currently holds her FINRA Series 7 license through LPL Financial and Series 66 license through Western Wealth Management. Julia specializes in working with multi-generational families, business owners, and people undergoing life transitions. She truly enjoys helping clients invest their money wisely by defining their goals and developing a strategy to pursue them. Gaia Wealth Management encourages patience and discipline as they remain focused on the long view.”

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Contact:

(720) 833-9300 (720) 231-7473

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

TBR® Inspection Report:

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FEDERAL BENEFITS MADE SIMPLE, AN E.A. BUCK COMPANY REVIEWS

We always enjoy your insightful analyses and practical advice focused on federal employees! We are long term followers and they helped me to retire at 63! We are doing very well and have not had to touch our TSP and Vanguard IRAs yet. Your wonderful advice helped when our father in law passed away last year. As a Navy veteran, he accumulated savings and benefits that we transferred to my mother in law. As you always say, preparation and planning are the keys to a secure retirement.

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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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 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.

Dan Gilbertson has been our financial advisor for years and we are comfortably retired

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!

After working with Julia for the last 5 months, it is easy to understand why she has been so highly recommended by others. Her passion for helping people achieve their goals is on constant display throughout every meeting we have had with her. In our short time together she has helped us with all of our initial goals and has exceeded every promise she has made. She will be blunt, compassionate, informative, and accommodating all at the same time. I look forward to continuing to partner with her and Eric at Gaia!

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.

TBR® Inspection Score Report

FEDERAL BENEFITS MADE SIMPLE, AN E.A. BUCK COMPANY Total Inspection Points: 116/120
Acknowledgments: 8
Business Hours: 9
Business Images: 9
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Responsiveness: 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SUMMIT WEALTH GROUP Total Inspection Points: 115/120
Acknowledgments: 8
Business Hours: 9
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

GAIA WEALTH MANAGEMENT Total Inspection Points: 114/120
Acknowledgments: 8
Current Evaluation: 8
Business Hours: 9
Reviews Study: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10