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Recent Finance Advising Reviews in Steamboat Springs

  • A
    Lonestar Timeshare Transfer
    Excellent, We had two timeshares - one in Colorado that was not part of a resort complex and one in Virginia which was part of a year-round resort complex. I first contracted with Lonestar in Mar 2018 for both units. The Virginia timeshare went fairly rapidly and was successfully transferred to a new owner in Sep 2018. The Colorado unit took much longer, but this was not the fault of Lonestar. I contacted the resort as di Lonestar, but we never would get an answer from them about the transfer request. However, persistence on Lonestar's part using their tools and techniques, we learned over the winter of 2018-2019 that the resort ws deliberately avoiding communications with myself and with Lonestar. Their reason was that for 25 years, I had reliably paid my report fees to them and they decided that they did not want to give up that income stream for a new owner who may/may not be as reliable. That was not their call. Lonestar was able to press them on the issue and we successfully completed the transfer in may 2019. That easily would have been well before the end of 2018 had not the Colorado resort been so obstructive to the process. I reported this unprofessional behavior to the Grand County Board of Realtors. One bit of advice: Make sure that your title to the timeshare is free and clear. I had to hire a real estate attorney in Colorado to help me clear the title to both units. As it turned out, when I paid off the loan on both units in 2004, the Colorado realtor with whom I had made the purchases failed to compete the necessary documentation to clear the titles for me. For good measure, I advised the Colorado attorney of what happened with the Colorado resort for her edification. Overall, I highly recommend Lonestar Timeshare Transfer.if you need help in getting out of your timeshare. They are freindly, helpful and very professional.
    - James R.
  • A
    S Jagusch Financial & Retirement Planning
    Shortly after I retired, Stephen Jagusch and Associates was recommended to me by a friend.  Steve makes a couple of trips per year to the area in Colorado where I live, so we met on one of those trips. After talking with Steve he suggested that I send him copies of my monthly investment statements which I did.  I had possibly fifteen different mutual funds etc that had been showing a pretty lackluster performance.  He sent me a large binder with printouts and graphs showing the the individual funds performance and told me what was wrong with my investments at this stage of my life. He suggested I consolidate all of funds into three or four investments and he explained why.  After I told him to proceed, he sent me papers to sign that pertained to each of my funds. After I signed the papers and returned them to him the process seemed to take on a life of its own and all of the transfers were completed in just a few weeks.  The result has been a simplified portfolio and a higher rate of return.  Steve and I email on a regular basis mostly on matters that have nothing to do with investments, but he lets me know fairly regularly how my investments are doing  and of course he is always available  if I have a question.  He is a "no pressure" person and very comfortable to work with. In the "cost of service" you notice that I put zero dollars because he is paid by the fund company that he uses. I have no idea what that amount is, but everyone has to eat. I would wholeheartedly recommend Stephen Jagusch and Associates to take care of any your investments.
    - David M.
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Financial Advisors in Steamboat Springs

Companies below are listed in alphabetical order.

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