Oakway Financial LLC - Wheat Ridge, Colorado

Address: 7105 W 44th Ave, Wheat Ridge, CO 80033.
Phone: 39740629.
Website: oakwayfinancial.com
Specialties: Financial planner, Financial advisor, Financial consultant, Insurance broker, Investment service, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Oakway Financial LLC

☎️39740629

⏰ Open Hours of Oakway Financial LLC

Monday: 9 AM–6 PM
Tuesday: 9 AM–6 PM
Wednesday: 9 AM–6 PM
Thursday: 9 AM–6 PM
Friday: 9 AM–6 PM
Saturday: Closed
Sunday: Closed

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👍 Reviews of Oakway Financial LLC

Oakway Financial LLC - Wheat Ridge, Colorado

Christopher A.

5/5

If you’re in the Denver area and looking for someone to help with your finances, I highly recommend Brian Lipsett / Oakway Financial. He’s extremely knowledgeable, approachable, and actually makes the whole investment and retirement planning process stress-free. If you want someone trustworthy and easy to talk to who really knows his stuff - reach out to Brian, you won’t regret it!

Elliot J.

5/5

As someone who fancies himself as financially literate, I wouldn’t hesitate to recommend Brian Lipsett to anyone who asked about getting a financial advisor. He is meticulous and takes each individual’s situation into account when building a customized plan for their future, highly recommended.

Daniel W.

5/5

Highly recommend Brian Lipsett! He did a full financial plan for my wife and I, and we couldn't be happier. He put us on the right path to budget properly, save, and invest for our future retirement date. Not only did he help us with our insurance needs, but also with our investment portfolio. Brian is a one-stop shop. He does it all!

jackson H.

5/5

I met Brian while shopping some life insurance. When I purchased a plan from him I found out he was a Fiduciary so now he's my investment guru with the stock market. I've also rolled some old 401K's into a Roth IRA that he manages as well. I trust Oakway with all my investments and retirement plans.

MJ B.

5/5

I have nothing other than extreme praise for Oakway Financial and especially Brian. He is amazing. His attention to detail is impeccable. He has always been readily available anytime I call and answers all my questions. He is extremely knowledgeable and so friendly. We wouldn't trust our finances to anyone but him. I know my family is in great hands and he has our best interest in mind every time he assists us.

Kelli H.

5/5

Admittedly, I have very little familiarity with financial planning so I was happy to find Brian. He has so much knowledge but can break everything down in a way I understand it. He's always quick to answer my questions and explains everything in detail. Brian has also been great in finding ways for me to supplement my military retirement planning.

Bueno P.

5/5

Oakway, was extremely easy to work with, the whole transition from rolling over my 401K to making sure my pension was transferred was effortless. They were able to open my eyes to countless way I could invest my saving to make sure it will start paying off when I am ready.

Micah A.

5/5

I’ve worked with Brian for years and his consultation and experience is second to no one! For any and all of your financial needs you absolutely want to work with this gentleman. The benefit from his tremendous expertise will be greatly appreciated. Love this guy!