Colorado Financial Advisors - Greenwood Village, Colorado

joseph L.

I met with Mike and Steve and they have me a very good first impression. They thoroughly informed me on how to start preparing my finances and they seem to genuinely want to help.

Kevin H.

Colorado Financial Advisors offers expert, personalized financial planning with excellent service. Trusted for retirement, investments, and tax strategies. Highly recommended!

Carol R. T.

Steven has proven to be a very patient advisor by allowing me to ask all the questions I needed to have answered before moving my investments from a large, "big box" company that failed to really take my needs into consideration. Steven was excellent at realizing that I was interested in making my assets work to better fit my objectives and didn't harass nor forget about me when I had "life" happenings that impeded my progress in getting meetings setup with Steven. Ultimately, I was very comfortable in talking with Steven and hearing how they work at Colorado Financial Advisors. I never once felt like my business wasn't large enough to be managed and he definitely addressed any issues I had and made it seamless in moving my assets to be under his financial care taking.

Chris D.

This is a recommendation for Steven White. I interviewed six financial advisors before I chose Steven White. All of these interviews consisted of 2 to 3 meetings online. The first interview was reviewing my situation and needs, then I sent info about my portfolios. The 2nd meeting was reviewing their recommendations of what they would do with my finances. Surprisingly all had a different tactic (only 2 were somewhat similar).

As I whittled down my candidates to 2-3 and then finally him, it became clear to me that only Steven had kept my particular situation (which is not typical) in mind when talking about my finances. He would reference specifics about my situation when answering questions. He literally was the only advisor to this.

As I had additional questions when trying to decide which advisor to hire, he was always available to me, either answering the phone right away or quickly getting back to me. This high level of customer service has remained even after hiring him. Additionally, he’s very easy to talk to.

Beatrice R.

I have been very impressed working with Mr. Steven White. After divorcing after a 35 year marriage, no debt and plenty of savings, he could not have been more helpful. He is a very good listener and continues to be an excellent source for safe investments for me. I would highly recommend him.

Brandy S.

Mike is amazing at explaining ever option we had and how to make the best decision for our families future. Mike communicated with us every time he saw a change. Best experience for us.

Genevieve F.

Colorado Financial Advisors are top-tier financial planners. Their expertise and personalized approach transformed my financial situation. Trustworthy, insightful, and reliable. Highly recommend for anyone seeking financial guidance.

Mark K.

A great experience. I learned I was able to offer more benefit for my employees at no cost to my business after the tax advantages. A nice office and friendly people. I highly recommend.