Noman recently prepared taxes for my wife and me, and we couldn’t be happier with the experience. He was professional...
Noman recently prepared taxes for my wife and me, and we couldn’t be happier with the experience. He was professional, knowledgeable, and took the time to answer all of my questions thoroughly. His pricing was also very reasonable. 10/10 — highly recommend!
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The team at CMG was extremely impressive to work with and added significant value throughout the transaction. This in...
The team at CMG was extremely impressive to work with and added significant value throughout the transaction. This included financial analysis, data analytics, and business model validation. From conducting intensive due diligence, knowing the likely buyers and negotiating the key points of the transaction, they helped guide me through all of the ups and downs of the sale process. Not only are they technical masters of their trade, but they demonstrate integrity, honesty, and commitment to their clients. I cannot recommend them highly enough.
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I was satisfied with my meeting with Joseph Violetta @ 4Core for my Medicare Insurance plan enrollment. It was great ...
I was satisfied with my meeting with Joseph Violetta @ 4Core for my Medicare Insurance plan enrollment. It was great that he met with me in person. He is knowledgeable and explains which health insurance is best for me. He is professional, helpful and always available. Definitely will recommend him to my family and friends!
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The team at DiMatteos Group Financial Services consistently showcases outstanding expertise. Their work is driven by ...
The team at DiMatteos Group Financial Services consistently showcases outstanding expertise. Their work is driven by passion and assurance, reflecting deep knowledge across all aspects of the business. They are remarkably supportive, genuinely dedicated to your success, and go above and beyond to ensure you thrive. Truly exceptional and approachable professionals!
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A great friendly atmosphere for getting my taxes done. People were very helpful and helped me find the best solutions...
A great friendly atmosphere for getting my taxes done. People were very helpful and helped me find the best solutions for my taxes. Pull up each and every credit that i deserve. Truly took care of me and had my best interests in mind. Would highly recommend. Ali is great.
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Kyle was very helpful in giving me advice and guidance on my financial planning decisions. The bonus is that he is al...
Kyle was very helpful in giving me advice and guidance on my financial planning decisions. The bonus is that he is also an all-around affable and easy-to-work-with guy. I consider myself reasonably knowledgeable when it comes to financial planning but Kyle pointed out things I didn't think of and gave me confidence in my next steps. He was generous with his time and I would certainly recommend him.
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Mike Fibiger is a top notch money manager. But it’s not all about dollars and cents with Mike. After my husband passe...
Mike Fibiger is a top notch money manager. But it’s not all about dollars and cents with Mike. After my husband passed away and I was lost in the chaos, Mike helped me find my way through the maze of accounts and helped me make very informed decisions about how to manage my money for my and my kid’s futures. He did all this with a caring ear and a box of Kleenex. Since then he has checked in and made sure that we are still on course to my financial goals.
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Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights...
Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights. He can create a quality financial strategy for a wide range of situations. I love that he's a fee-only fiduciary. Ultimately, I highly recommend Jake and everything he does.PositiveResponsiveness, Quality, Professionalism, Value
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My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my ...
My wife and I have sought the credentials/expertise of two wealth management firms, for more than a decade, after my retirement from an agency with the State of Colorado. What we learned, unfortunately, the hard way, is the cornerstone of aligning our goals/values/needs with a wealth management firm, is communication style.Dechtman Wealth Management, just moved to 5975 S. Quebec, and they are even more convenient to our house. Yay!Happiness for us is being treated professionally with respect and appreciation of our unique investment needs. If you feel that you are being treated based upon the amount of investments you are placing into the hands of a firm, you need to strongly consider walking away, with your current balance in hand.We put Dechtman Wealth Management (DWM) through our checklist (yes, to pass):fiduciary standardcertificationsfirm cultureservices offeredfee structureyears in businessnational and professional reviewsWe cannot say enough about how wonderful our two main cont
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