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Finance Advising reviews in Castle Rock

  • A
    Vacation Ownership Consultants
    As you know the timeshare industry can be incredibly shady and manipulative and that is what we found out after purchasing our Westgate Timeshare in August 2017. The maintenance fees went up immediately after we purchased and we found it incredibly difficult to trade in our week for another week that we could actually use. After falling for a resale scam, that never worked, we were reluctant to give anyone else any money in the hopes of getting out of our timeshare. My husband and I chose to work with VOC after doing a lot of research and several phone interviews. We signed an agreement with VOC at the end August of 2018 and were anticipating it to take a while for them to get us out of our timeshare, as they had informed us that it could take up to a year. You guys....it only took them 3 months to release us completely. We got notification today that our Mortgage Cancellation has been completed, closed and that we won. Working with VOC and especially Wendy, their customer relations specialist, has been a pleasure. She walked us through every step a long the way and not only emailed but personally called to keep us informed. We could not have been more pleased with how this all turned out. It was a pretty large investment, that we were nervous to pay upfront, but completely worth every penny. We would 100% recommend going through them to get out of your timeshare. We thank you guys at VOC!!
    - Jamie K.
  • A
    SOLUTIONS FOR TUITION
    Jay is brilliant. Had I hired him to review my CSS/FAFSA rather than visiting after I submitted, my kids would've gotten more financial aid. He was easily worth the hourly fee and saved me many times that amount in college tuition for my twins. With one child at Whitman and one at Smith, Jay was able to provide me direction, explained an error from when I filled out and submitted the FAFSA/CSS, and gave me terrific advice for how to handle the error with each school. He even knew the difference between how the two schools view my assets so I could make better financial decisions without adversely impacting my kids' financial aid. As a single mom getting the kids through school, his help was invaluable. He has mastered the insanely complex world of financial aid. I cannot recommend Jay enough.
    - Erin C.
  • A
    Pacific Crest-Global Wealth Management
    Our experience could not have been better as Robert has helped us grow our savings and investments in a very steady and successful manner. Robert takes each of his clients preferences and taste for risk or conservatism into the joint strategy that you will formulate together. I could not give anyone an higher recommendation than I give for Mr Chapman.
    - John S.
  • A
    Pacific Coast Trust
    Frank came out and met with us, explained the process of creating a trust, what we needed to do to finish our will and  then he listened to us. He was able to help us create a plan that worked for us now and for our family in the future in the years ahead and now we are prepared, just in case. Let's be real, writing a will and planning for the future after your passing is never going to be fun, but making sure your loved ones are taken care of and all you have worked for is secure, is a great feeling, not to mention a relief.
    - Chris K.
  • A
    Ameriprise Financial Stephen Aaron
    The guy that I use is really good. They plan everything. They do complete research of your finances. They lay everything out and recommend what you could afford and then put together a program or plan based on your desired risk level. They have a nice office.
    - David E.
  • A
    Jolliffe Capital Inc
    They ask all the pertinent questions, explain anything you don't understand and they keep in touch with you via quarterly financial statelemts and in-person meetings whenever you want. These people are wonderful. Pat walked me through what needed doing when my husband passed away, re-evaluated my investment needs, and contimues to provide advice/options for managing my money.
    - Susan B.
  • A
    STIFEL NICOLAUS & CO
    The name of the person who does my financial planning at the company is named Duane. I would rate them highly across the board. The only problem would be the punctuality as I think it all depends on the amount of money they would have to be managing. They are located in Greenwich Village in Colorado. I would use them again in the future.
    - Robert D.
  • A
    The Mutual Fund Store
    Charles is great and I have been using him for 15 years and then he joined The Mutual Fund Store.  The pricing is good.  We have a phone or written contract with him every month because I would like to watch my investment.  He explains everything until he is pretty sure that I am sure.  He recommends things that I wouldn’t think about; probably they are instruments of the company.  He sits down with me until I am done asking questions.  He is a very nice man.  He is kind of trust worthy and is quite when I talk.  He talks to me rather than ranting to me.  He makes me comfortable.
    - Jerold K.
  • A
    Comprehensive Wealth Management LLC
    Couldn't have gone any better. True professionals who are as interested in their clients' success as they are in ensuring a fair financial return for the company.
    - Claire L.
  • A
    Jolliffe Capital Inc
    The meeting went well and Pat gave us a very comprehensive overview of the services he can provide and how he could serve our needs specifically.  I was pleased to find out that his typical client has a portfolio that is similar in size to ours.  We have not made any moves yet to transfer assets from our current financial planner to Pat.  However, he has followed up in an effective, yet not annoying manner.  We appreciate that!
    - Kathleen B.
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Financial Advisors in Castle Rock

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