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Financial Planning, Investment Management, Tax Planning, Estate Planning, Insurance Design, Asset Protection
13976 W Bowles Ave # 200, Ste 200, Ken Caryl, CO, 80127, United States
Get directionsWeekday | 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 4:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Cindy Alvarez handles my investments and is a top notch professional at Wambolt and Associates! Couldn't be happier and communication is never a problem!
I was getting ready to retire when a friend referred me to Wambolt @ Associates, specifically Cindy Alvarez there. I was not happy with services provided by the department I worked for for 27 years, lack of retirement growth, vague answers, not responsive to inquiries. So glad I contacted W&A. What a difference. Listened to my questions, goals, could I retire and if so what would be monthly income; provided me with a list she wanted me to get together with regards to all my finances, pull social security reports,,,,. After p... read more
Cindy Alvarez handles my investments and is a top notch professional at Wambolt and Associates! Couldn't be happier and communication is never a problem!
I was getting ready to retire when a friend referred me to Wambolt @ Associates, specifically Cindy Alvarez there. I was not happy with services provided by the department I worked for for 27 years, lack of retirement growth, vague answers, not responsive to inquiries. So glad I contacted W&A. What a difference. Listened to my questions, goals, could I retire and if so what would be monthly income; provided me with a list she wanted me to get together with regards to all my finances, pull social security reports,,,,. After p... read more
We were referred to Wambolt & Associates after a very bad experience with another financial company. They took us under their wing and have been a breath of fresh air. Cindy Alvarez and her staff are wonderful to work with, they have helped us and continue to help us through the mess we were in. They are in constant contact with us, we do annual reviews and have worked on and off throughout the years as the need arises. They are always available and have reached out to our family and friends in such a professional manner, we... read more
Wambolt & Associates has a 5 star rating with 24 reviews.
Wambolt & Associates is closed now. It will open tomorrow at 8:00 a.m.
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