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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!

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BAM ADVISORY GROUP

(4.9 Score)
165 South Union Boulevard, Suite 675,
Lakewood, CO 80228 Directions

Since 2005

Specialty:

✓Retirement Income Planning ✓Investment Management ✓Tax-smart Withdrawal Strategies ✓Insurance ✓Long-term Care Guidance ✓Legacy and Estate Coordination

“2026 Highlights: BAM Advisory Group provides a clear set of steps designed to remove uncertainty and give you confidence about your retirement and ensure that every recommendation is tailored to your goal. David Afrimi is the Founder and Investment Advisor Representative of BAM Advisory Group. He has over 25 years of industry experience and holds Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant® (RFC), Certified Tax Specialist™ (CTS), Certified Financial Fiduciary® (CFF), and National Social Security Advisor® (NSSA) certifications. He is specialized in retirement income planning, Social Security maximization, estate planning, and tax mitigation.”

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License CRD #330237

Price:

Asset Management Service Fee
From 0.25%
Upto 2.25%

Contact:

(303) 531-5055

Mon-Thu: 9am - 5pm
Fri: 9am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

Federal Benefits Made Simple, an E.A. Buck Company - Lakewood, CO Financial Services - Portrait
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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 Strategies ✓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.

2026 Highlights: Federal Benefits Made Simple, an E.A. Buck Company, creates strategies that combine federal benefits with a variety of investment and insurance products to custom-suit clients’ unique needs and objectives."

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License CRD #322138

Price:

Retirement Planning Flat Fees
From $2,500
Upto $50,000

Contact:

(303) 922-4304

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

TBR® Inspection Report:

Summit Wealth Group - Lakewood, CO Financial Services - Portrait
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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:

✓Investment ✓Estate Planning ✓Trust and Tax Coordination ✓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 ✓Financial Guidance and Coaching

"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.

2026 Highlights: Josh Jerele is the Vice President and Senior Financial Advisor at Summit Wealth Group. He was named on the Forbes Top Next-Gen Wealth Advisors Best in State list in 2024."

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2022 Forbes Best In State Wealth Advisors
License CRD #335242

Price:

Financial Planning Services Upto $1,200

Contact:

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

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

TBR® Inspection Report:

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BAM ADVISORY GROUP REVIEWS

If I could give BAM Advisory Group 10 stars, it would be much deserved. They are on point with our individual needs and provide advice on every aspect of our financial goals. They have set up a retirement plan that meets our needs and achieves long term goals. They go above and beyond giving advice and guidance to enrich our portfolio in uncertain market environments. They definitely feel like part of the family.

My experience with BAM has been exceptional. They are not just advisors but teachers. They explain every detail of their strategy and why it works and how they can improve my financial situation in retirement. They have been extremely proactive to my questions and concerns and are always courteous, friendly, and provide timely response to all inquiries and concerns. I feel that my hard earned retirement savings are safe and secure with BAM. I highly recommend them.

BAM has been a great resource to grow our portfolio over the last year. One of the best benefits is a personable team that always makes you feel welcome. Even during a rocky year they were still able to assist us and guide us into better financial decisions. We plan to utilize them for the foreseeable future.

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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.

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.

TBR® Inspection Score Report

BAM ADVISORY GROUP Total Inspection Points: 117/120
Acknowledgments: 8
Experience: 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

FEDERAL BENEFITS MADE SIMPLE, AN E.A. BUCK COMPANY Total Inspection Points: 116/120
Acknowledgments: 8
Business Images: 9
Experience: 9
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Reviews Accuracy of : 10
Video: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SUMMIT WEALTH GROUP Total Inspection Points: 115/120
Acknowledgments: 8
Complete Info: 9
Experience: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Website Source: 10