Baskin Financial Planning - Colorado Springs, Colorado

Address: 12674 Woodmont Dr, Colorado Springs, CO 80921.
Phone: 192031462.
Website: baskinfp.com
Specialties: Financial planner, Financial advisor.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 27 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Baskin Financial Planning

Baskin Financial Planning 12674 Woodmont Dr, Colorado Springs, CO 80921

⏰ Open Hours of Baskin Financial Planning

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Baskin Financial Planning: Un Experto en Planificación Financiera

Baskin Financial Planning es una empresa de planificación financiera con sede en Colorado Springs, Colorado, cuya dirección es: Address: 12674 Woodmont Dr, Colorado Springs, CO 80921.. Pueden contactarlos al teléfono Phone: 192031462 o visitar su página web en www.baskinfp.com para obtener más información.

Especialidades y Servicios

Baskin Financial Planning se especializa en servicios de planificación financiera y asesoramiento financiero, ofreciendo soluciones personalizadas para ayudar a sus clientes a alcanzar sus objetivos financieros. Algunas de sus especialidades incluyen:

  • Financial planner
  • Financial advisor

Características y Servicios

La empresa ofrece servicios en línea y en presencia, lo que les permite a sus clientes elegir el método que mejor se adapte a sus necesidades. Algunas de las características de sus servicios incluyen:

  • Online appointments
  • Onsite services
  • Accesibilidad para personas con discapacidad:
    • Entrada accesible para personas con discapacidad
    • Parking lot accesible para personas con discapacidad
    • Restaurante accesible para personas con discapacidad
    • Asientos accesibles para personas con discapacidad

Opiniones y Reputación

Según sus opiniones en Google My Business, Baskin Financial Planning tiene una reputación excelente, con una media de opinión de 5/5. Los clientes elogian a Erik, uno de los asesores financieros de la empresa, por su servicio excepcional y su capacidad para proporcionar orientación y planificación personalizada.

Algunos de los comentarios destacan la disponibilidad de Erik, su capacidad para proporcionar directrices claras y su flexibilidad para adaptarse a las necesidades cambiantes de sus clientes. Estos comentarios sugieren que Baskin Financial Planning ofrece una experiencia de planificación financiera personalizada y de alta calidad.

Recomendación Final

Si estás buscando un experto en planificación financiera que pueda ayudarte a alcanzar tus objetivos financieros, Baskin Financial Planning es una excelente opción. Con su experiencia y conocimiento en el campo, pueden proporcionarte soluciones personalizadas y adaptadas a tus necesidades. Visita su página web en www.baskinfp.com para obtener más información y contactarlos para programar una cita. No dudes en contactarlos para tomar el primer paso hacia una mejor planificación financiera

👍 Reviews of Baskin Financial Planning

Baskin Financial Planning - Colorado Springs, Colorado
Andrew D.
5/5

Erik consistently provides 5 star service! He has provided so much guidance in many aspects of our lives. We appreciate his hard work to be available for questions and planning. We have heard from multiple friends that Erik's service goes above and beyond what other financial planners provide so highly recommend Erik!

Baskin Financial Planning - Colorado Springs, Colorado
Briana H.
5/5

Erik has been fantastic to work with. He provides regular check-ins and access to helpful shared apps to track progress on finances across our household. Erik is great at providing clear directives based on goals - with the flexibility to pivot as needed when life happens.

Baskin Financial Planning - Colorado Springs, Colorado
Emily H.
5/5

Erik is amazing. I did my free intro call with him and was throughly impressed with his knowledge and how he could walk me through my options and different scenarios (he was helping evaluate home buying finances and opportunities). Erik was instrumental in guiding me through a review of my finances and what would make most sense for me moving forward. He was able to throw an excel spreadsheet up on the screen so I could see it all clearly in front of me. I will definitely be reaching out again when I need further financial advice. I would highly recommend Erik to anyone and cannot emphasize enough how comfortable and confident I felt in our conversation!

Baskin Financial Planning - Colorado Springs, Colorado
Dylan A.
5/5

I've followed Erik since he was just starting his business from BLUF Finance, to his podcast, and on to Baskin Financial Planning. His insight, tools, and support have been instrumental in my family's financial growth and security. I have learned a great deal from him on a variety of topics. Erik is highly competent and trustworthy. I recommend his services and podcast to anyone I meet, especially current and former military members.

Baskin Financial Planning - Colorado Springs, Colorado
Kayla R.
5/5

Working with Erik has been incredible. He is patient, down to earth, and knowledgeable. Integrity is a huge part of his business model which can be seen in countless ways. 10/10 recommend whether you're starting your financial journey or extremely far into it!

Baskin Financial Planning - Colorado Springs, Colorado
Matt E.
5/5

Erik is fantastic to work with. He’s knowledgeable, mature, diligent, and patient. I trust him and value his judgment. I was reticent to hire an advisor but decided it was finally time to optimize and have professional advice in managing my portfolio. It was a great decision to go with Erik.

Baskin Financial Planning - Colorado Springs, Colorado
Mat S.
5/5

Having used him for over a year, I can confidently say that I trust Erik as a planner. Previously I used Edward Jones and Fidelity and found that my returns were not nearly as strong and eventually you got lost in the mix, became just a number, and the fees in those big companies were not transparent. Erik’s fees have been reliable and easily understood since day one. They don’t balloon up or do anything unexpected. Returns have been well worth the money paid, to date. Erik has a small enough company that I feel he is readily familiar with my goals and standings if I called him out of the blue to ask a question. His expertise in military finance is the cherry on top. Highly recommend.

Baskin Financial Planning - Colorado Springs, Colorado
Angel Z.
5/5

We have been working with Baskin Financial Planning for about a year now, and have been super grateful to have Erik as our family's financial advisor. He not only looks at retirement planning, but assists in analyzing our family's goals, whether that be this year, 3-5 years, or onward.

He is not like other financial planning firms trying to sell anything or gain anything from working with his clients. He truly cares for each client, and is willing and able to propel our family's financial success to achieve our goals faster. Highly recommend him to anyone looking to advance their financial position, or have someone that can provide honest, reliable, and sound advise.

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