Best Financial Services in Lakewood

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.

I'm so grateful to have the Ann Vanderslice organization available to me! Ashley Robinson was amazing every time I asked for information from her! My plan was made crystal clear and she provided information I hadn't even thought about! Thank you to the Ann Vanderslice team.

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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.

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.

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Time flies when you're having fun. I met Julia when she was going door to door as president of the Harvey Park Improvement Association. It was the start of almost 10 years of working together on our finances and many other aspects of our lives. She has expert knowledge in almost all things financial and can recommend experts in other fields when asked. Julia and Eric make a great team. They are always prepared for our periodic meetings, are meticulously organized and always follow through on the action plan. It is in large part through my association with Julia that I'm now enjoying my second year of retirement. For anyone who is looking to bring a disciplined, goal-based approach to their finances, you would not regret having Julia as your financial planner. My wife, Giti and I love having Julia in our lives.

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 does such a good job taking care of us! She takes the time to understand us and our situation, and gives us solid advice in all areas of our financial life. She will be straight with us, tell us what we are doing wrong, what the options are, and why her advice makes sense. And she does it in terms that we can understand, despite being financial troglodytes. She's awesome! If you can get in with her, you are exactly where you need to be.

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