This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Colorado Financial Management
- Financial Services
- Boulder, CO
About this business
Colorado Financial Management is a fee-only financial advisor, offering customized investment management strategies and financial counsel for individuals, families, and institutions. We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States. Our clients have counted on us for sound financial advice for over 27 years as they navigate through life's most important decisions. Additionally, we provide consulting services for retirement and estate planning, real estate ... read more
Location details
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
Frequently asked questions about Colorado Financial Management
How is Colorado Financial Management rated?
Colorado Financial Management has a 3 star rating with 2 reviews.
When is Colorado Financial Management open?
Colorado Financial Management is closed now. It will open at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com