Accelerated Wealth
Accelerated Wealth helps individuals and businesses with financial planning and wealth management. Accelerated Wealth is one of the Three Best RatedĀ® Financial Services in Colorado Springs, CO.
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Reviews
We attended one of the free dinners where they provide you with information related to retirement investment and social security retirement benefits and how to optimize your retirement income when you reach retirement age. We were very impressed with their presentation and scheduled a follow up meeting with them. They provided detailed information on how we could optimize our Social Security distributions and the best approach to handing our 401K's. All of these services were provided to us at no cost. We were extremely pleased that they did not try to push products on us or try to hard sell us and we really felt that they sincerely had out best interests at heart. Thank you for taking the time to listen to us and understand our situation. As we get closer to retirement or when we need future help with our 401K investments this is the company that we plan to work with. They are awesome! Thank You, Harry and Paula.
I work with Bill Walton and Constance and just love them both. I understand that I am tying up my money for a guaranteed return that is less than the market, but knowing that I won't lose 40% like we did in 2008 and would JUST be getting back to even now. I don't worry about loss and just keep keepin' on knowing that it's either level or increasing. At 64 that helps me sleep.
I have worked with the Colorado Springs office to do my retirement planning - their process is low pressure / high trust building with a solid solution for retirement income. Highly Recommended.
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Location / Contact:
Working Hours:
Mon-Fri: 9am - 5pm
Sat & Sun: Closed
TBRĀ® Inspection Report:
Nearby Financial Services in Colorado Springs:
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BONFIRE FINANCIAL, LLC 2 North Nevada Avenue, Suite 1170, CO 80903
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MILLENNIUM FINANCIAL GROUP 3204 North Academy Boulevard, Suite 310, CO 80917