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4840 Pearl E Cir #300e, Ste 300e, Boulder, CO, 80301, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been with Colorado Financial for many years. They have always taken great care of us. They do what they say they’re going to do. Our portfolios have stayed strong in up-and-down markets and overall were just very pleased.
From the get go this place was a nightmare. I provided sensitive documents that were lost in someone’s office temporarily. Had to return to their office time after time to sign documents CFM had “forgotten “ to have executed in lengthy non productive meetings. CFM failed to report information to my CPA which consequently was omitted from my tax returns and required an amended return on two occasions resulting in additional accounting fees and IRS penalties. After requesting IRA contributions be made prior to the deadline one... read more
Colorado Financial Management has a 3 star rating with 2 reviews.
Colorado Financial Management is closed now. It will open at 8:00 a.m.
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