Concerto Financial Partners - Colorado Springs, Colorado

Address: 4783 Farmingdale Dr Suite 245, Colorado Springs, CO 80918.
Phone: 196383451.
Website: concertofinancial.com
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Identifies as women-owned, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible seating, Restroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Concerto Financial Partners

☎️196383451

⏰ Open Hours of Concerto Financial Partners

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

Okay, here’s a detailed overview of Concerto Financial Partners, presented in a formal and helpful manner, designed to inform prospective clients:

Introduction to Concerto Financial Partners

Concerto Financial Partners is a dedicated financial planning firm committed to assisting individuals and families in achieving their long-term financial objectives. Located in Colorado Springs, Colorado, the firm operates with a client-centered approach, prioritizing transparency, personalized advice, and a deep understanding of each client’s unique circumstances. The firm’s address is 4783 Farmingdale Dr Suite 245, Colorado Springs, CO 80918. For immediate contact, clients can reach them at 196383451. You can also explore their services and learn more on their website: concertofinancial.com.

Firm Attributes and Specializations

Concerto Financial Partners distinguishes itself through a commitment to comprehensive financial planning. They don’t simply offer isolated products; instead, they take a holistic view, considering investments, retirement planning, estate planning, insurance needs, and tax strategies. The firm’s core expertise lies in crafting customized strategies designed to help clients build wealth, secure their financial futures, and navigate life’s significant financial milestones. Importantly, Concerto Financial Partners identifies itself as both a veteran-owned and a women-owned business, reflecting a strong sense of integrity and dedication to its clients.

Location and Accessibility

The firm's physical location at 4783 Farmingdale Dr Suite 245 in Colorado Springs is designed to be convenient for clients. They understand that accessing professional financial advice should be straightforward. To ensure inclusivity, Concerto Financial Partners offers a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible seating. Restrooms are also provided for client comfort. Furthermore, the firm provides language assistance to cater to a diverse clientele.

Client Experience and Recommendations

Clients consistently report a highly positive experience with Concerto Financial Partners. The firm strongly recommends scheduling an appointment to ensure adequate time for a thorough discussion of individual needs. They emphasize the importance of understanding a client’s current financial situation, their goals, and any concerns they may have. It’s clear that the firm values building strong, trusting relationships with its clients, fostering open communication and demonstrating a genuine commitment to their well-being. The average opinion is a remarkable 5/5, reflecting this dedication.

Additional Information

Google My Business Reviews: The company boasts 6 reviews on Google My Business, showcasing positive feedback.
Website: concertofinancial.com – Provides detailed information about services, team members, and client testimonials.

Final Recommendation

For individuals and families seeking a trustworthy and knowledgeable financial planner, Concerto Financial Partners represents an excellent choice. Their focus on personalized service, combined with their commitment to accessibility and a client-centered approach, positions them as a valuable partner in achieving financial success. We strongly encourage prospective clients to visit their website at concertofinancial.com to schedule a consultation and discuss how Concerto Financial Partners can help them realize their financial aspirations.

👍 Reviews of Concerto Financial Partners

Concerto Financial Partners - Colorado Springs, Colorado

Rhianna

5/5

I can't recommend Rebekah highly enough as a financial planner. From our very first meeting, it was clear that she is exceptionally knowledgeable, professional, and genuinely committed to helping her clients achieve their financial goals.

Rebekah took the time to thoroughly understand our financial situation, goals, and concerns. She is patient, always available to answer questions, and ensures that we feel confident in decisions made. My partner and I appreciate her transparency and the fact that she always keeps our best interests at heart.

Dawn B.

5/5

When my husband decided he wanted a divorce, it was the most stressful experience of my life. I had stayed home raising our kids while he'd built a successful business and I knew very little about our finances.

Unfortunately, when it came time to negotiate, he wasn't very forthcoming. He hid money, misrepresented his income and didn't want me to hire my own attorney.

If it weren't for Greg and Rebekah at Concerto Financial Partners I don't know where I would be now.

They helped me put all the financial pieces together and assisted with every step before, during and after the divorce. They ran lots of financial projections under different scenarios to ease my concerns and demonstrate that I would be able to come through everything ok. They even recommended some very experienced lawyers and an awesome CPA. in short, they made a very difficult process much easier to get through. Greg even went with me to the meetings with the attorneys to analyze each offer and explain the ins and outs to me.

If you are looking for an experienced financial planner to help you navigate a divorce, I highly recommend Concerto Financial Partners!

Tabitha H.

5/5

I cannot recommend Greg and Rebekah at Concerto Financial Partners highly enough to anyone in search of top-tier financial services. Their advice is not only of the highest quality, but it is delivered with an unparalleled level of professionalism and profound knowledge, empowering you to make informed financial choices. For a team that is genuinely invested in your success, choose Concerto Financial Partners.

Steve S.

5/5

From my personal experience watching my mother-in-law navigate the complexities of finance after a significant life change, Concerto Financial Partners stands out as a beacon of support and expertise. Like many thrust unexpectedly into financial decision-making, she was overwhelmed. However, Greg and Rebekah at Concerto Financial Partners transformed her trepidation into confidence. Rebekah, in particular, has an extraordinary talent for distilling complex financial concepts into clear, understandable advice. Their proactive and compassionate approach tailored to her unique situation has been remarkable. Their dedication to explaining the intricacies of investment management and financial planning in a digestible manner has made all the difference. While my current investments are managed through my workplace benefits program, the exceptional service and personal care provided by Concerto Financial Partners have made me a certain future client as I approach retirement. To anyone seeking financial clarity and a team that prioritizes your financial well-being with both skill and empathy, I wholeheartedly recommend
Concerto Financial Partners.

Marc S.

5/5

Rebekah and Greg are a team that is open, responsive, and effective in addressing the needs of their customers. They have a unique ability to answer the question that the customer asks rather than the question they think the customer should have asked. They do the hard work of analyzing the options and alternatives of the market in preparing recommendations responsive to the customer’s objectives and desires. They have committed to performance and delivered on that performance time and again. We highly recommend them. Marc & Helen Sabin

greg S.

5/5

Rebekah VonBerg is a true professional and I know we really appreciate her work ethic and most of all her Customer Service.

Very knowledgeable on financial matters and I trust her 100% that she will contact me with any changes to my accounts.

Thank you Rebekah for all you do!!