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Over 213 reviews for
Longmont Financial Advisors from people just like you.

"My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which" had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates. I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Fox and
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
did for us. Thanks to
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again

-Vincent G.

is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work" for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to

-Ed J.

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Financial Advising reviews in Longmont


It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.

Longmont Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Longmont Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Longmont Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Longmont Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.

Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Longmont Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Longmont Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Longmont Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Longmont Financial Advisors Provider Name Locked
, I was told that
Longmont Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Longmont Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Longmont Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Longmont Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.

The Right Line Stock Report or (
Longmont Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Longmont Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Longmont Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Longmont Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Longmont Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Longmont Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Longmont Financial Advisors Provider Name Locked

United States Or

3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.

I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Longmont Financial Advisors Provider Name Locked


When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Longmont Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Longmont Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
Longmont Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Longmont Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick M.

Longmont Financial Advisors Provider Name Locked
came out to the house at the time agreed on , took all the formation he needed and was as nice a person that you would ever want to meet. He will be back next week with all the updated material for our living trust
- John V.

I had a very productive phone conversation with
Longmont Financial Advisors Provider Name Locked
. That I am based in Atlanta and he in Chicago would not make a difference in his providing quality service, in my opinion. Unfortunately, I cannot at this point invest the minimum amount that
Longmont Financial Advisors Provider Name Locked
requires to take me on as a client. He explained to me that he does this so that he can keep his client base small and provide better service, something I completely understand. He was however, generous enough to dispense some financial planning advice gratis and answered all my questions very patiently. I (hopefully) look forward to working with him in the future.
- Vishal N.

For over 20 years Wells
Longmont Financial Advisors Provider Name Locked
was managing my portfolio. Year after year I
lost a lot of money . Finally I was introduced to
Longmont Financial Advisors Provider Name Locked
. He discovered
that Wells
Longmont Financial Advisors Provider Name Locked
had my money in accounts making money for themselves. .
Longmont Financial Advisors Provider Name Locked
has been my financial advisor for over two years now . .Ever since
Longmont Financial Advisors Provider Name Locked
took over my portfolio it has been increasing dramatically. Recently I purchased a new home. He has been been giving me great advise and has been joining calls with the lenders as needed. I couldn't have done it with out him.
In closing
Longmont Financial Advisors Provider Name Locked
is professional, detailed and proving everyday to be a invaluable asset to me.
- dennis F.

Financial Advisors in Longmont, CO

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr

5280 Finance

5055 Gould Circle



A Plus Credit Fix

1120 Delaware st

Academy Mortgage

1524 Belford Ct.

Academy Mortgage

300 Union Blvd Ste 610

Advisor Databases

9635 Maroon Circle, Suite 150, Englewood, CO 80112



Allegiant Group Inc

189 W Clarkston Rd

Allied Pet Care

4760 Willow Street, Apartment 304

Allsup Inc

300 Allsup Pl

American Insurance Services, Inc.

20965 East Jefferson Avenue

AMG Legacy Planning

10100 W Sample Rd

Aspen Wealth Planners LLC

5445 DTC Pky


2851 S Parker Rd

Avron Financial

2851 S. Parker Rd.

AXA Advisors LLC

1675 Broadway

Bankruptcy Relief, LLC

8525 E Hampden Ave, Apartment 103

Bloch Rothman Inc

3621 E 12th Ave

Bookkeeping Services

246 S Adams Dr

Boost Credit 101

3773 E Cherry Creek N Dr

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Business Web Integration

450 W 14th Streeet

Cardinal Advisors

117 Edinburgh South Drive Suite 280

Careful Debt Consolidation

511 East Colfax Avenue


2200 Jackson Street, Suite 116

Colorado Financial Solutions,Inc

6834 S. University Blvd., # 470

Colorado Gold Investments

4860 Chambers Rd #90

Colorado Lenders LLC

1035 Pearl St, Suite 400

Colorado Workers Compensation Network, Inc

6635 South Dayton Street , #240
Greenwood Village

Contadeluci & Co. CPA

9034 E Easter Pl

Cornerstone Investment Advisors LLC

1728 Sixteenth Street - Suite 200

Creative Financial Solutions Inc.

9800 Mt Pyramid Ct

Credit Repair Denver

101 E 14th Ave


410 S. Melrose Dr., Ste 210

Cypers Law, PC

700 N. Colorado Blvd, #232

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

DenverWest Insurance Professionals, Inc.

1333 W. 120th Ave

Dependable Major Merchant Inc

155 E Boardwalk
Fort Collins


636 Coffman St Ste 202


750 17TH AVE


600 5TH AVE



Financial & Tax Strategies, Inc

5944 S Kipling Parkway

First Class Financial Services

1777 South Harrison Street #1505

Flatirons Business Solutions

PO Box 270482

Freedom For Living

4714 Scenic Ave.

Freyman CPA, P.C.

40 Exchange Place

Front Range Financial

4 W Dry Creek Cir Ste 200

Funderburk Financial

1113 6th Ave

Goff Management Services, Inc.

10694 E. Asbury Ave #104

GreenStar Advisors

385 Inverness Pkwy Ste 275


9195 W 44th Ave
Wheat Ridge

Guaranteed Financial Group LLC

5655 South Yosemite,

Guaranty Bank and Trust Company

101 West Centennial Drive

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

Henry Waters & Associates Inc

4740 Table Mesa Dr

Hristopoulos & Company, PC

1120 Lincoln St, Suite 1601


3090F Pullman St

Iley and Associates, Inc.

6855 S. Havana Street # 230

Infield Capital

1002 Walnut Street, Suite 202

Innovative Financial, LLC

355 S, Teller St. #200

Integra Financial, Inc.

5105 DTC Parkway, Suite 316
Greenwood Village

Integra Financial, Inc.

5105 DTC Parkway, Suite 316
Greenwood Village

Investors Come 4th.NOW

4195 Douglas Avenue

IRS Tax Help Team

1201 S Beach Blvd

Jolliffe Capital Inc

11858 Bradburn Blvd

Kozak & Associates

1745 Shea Center Drive
Highlands Ranch

KRAUSE CPAs & Business Advisors


Law Offices of John L. Fallat

999 5th Ave, Suite 590

Lifetime Investment Planning

1610 Hover St., Ste. 202

Lowell, Blake & Associates

141 Tremont Street

Make Sense Money

Mountain Financial LLC
5445 Dtc Pkwy, Penthouse Four, Greenwood Village

Marchand & Co CPA's PC

2003 Southern Blvd SE


3455 Fordham Ct

Mortgage Maestro Group @ Summit Mortgage

1720 S Bellaire St #315



New York Life Insurance Sarah Hanratty

520 Main St. Unit D

Northwestern Mutual Financial-Demetrius Johnson

707 17th Street Suite 3700

Office Goddess


Oxford Mortgage, LLC

6300 S Syracuse Way, Suite 280

Paragon Payroll, Inc.

14143 Denver West Pkwy

Patrick Becker, Farmers Insurance

5387 Manhattan Cir Ste 104

Peoples Bank

900 W Castleton Road Ste 150
Castle Rock

Premier Financial Services Group

6870 West 52nd Ave Suite 100-B

Presidential Brokerage Inc

5445 Dtc Pkwy
Greenwood Village

prime Debt Consolidation

5625 Olde Wadsworth Boulevard

principal Debt Consolidation

7830 Sheridan Boulevard



RBC Wealth Management

1801 California St Ste 3900

Reed Street Capital Management

4643 S. Ulster St.

S P Johnson Group

2025 Delaware Ave

Sean Morton State Farm Insurance

6746 W. Coal Mine Ave.

Simplexity Wealth Management LLC

3227 W. Yarrow Circle


9233 Park Meadows Drive

Sonne Consulting, Inc.

13233 Umatilla Street

Speer Wealth Management

5200 DTC Parkway

State Farm - Magoffin Agency

8357 N Rampart Range Rd #203

Strategic Exit, LLC

1746 Cole Blvd, Suite 225

Summit Accounting Solutions

9360 Station St, Suite 400
Lone Tree

Summit Tax Advocates

14143 Denver West Parkway Ste 100

The Home Loan Arranger

512 Cook St #100

The KCR Group at First Cal Colorado

149 S. Briggs Street

The Mutual Fund Store

9500 Heritage Hill Cir
Lone Tree

The Mutual Fund Store

9500 Heritage Hills Circle
Lone Tree

The Wrightway Accounting Services LLC

1685 S Blackhawk Wy

United Gold Direct

2945 Townsgate Road

Vitality Synergies

10872 West Evans 3F

Wendy Campbell & Associates

7350 E Progress Place, Suite 100
Cherry Hills Village

Westerra Credit Union

3700 E Alameda Ave

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