3 Best Financial Services in Lakewood, CO

“Federal Benefits Made Simple, an E.A. Buck Company, is led by President Jeremy Rafferty. 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.”

Read more

“Summit Wealth Group is led by Vice President Daniel H. Gilbertson. With over 28 years of expertise in financial planning, insurance counseling, and fee-based asset management, he brings extensive experience 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.”

Read more

“Gaia Wealth Management is led by President Julia Bourlakov, who founded the firm. She brings over 15 years of experience and expertise to her role. 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.”

Read more