Delagify Financial - Arvada, Colorado

About Delagify Financial

Delagify Financial is a reputable financial planning company located at Address: 5610 Ward Rd STE 300, Arvada, CO 80002. The company is easily accessible and has made efforts to ensure that their facilities are wheelchair friendly, with wheelchair accessible entrance, parking lot, and restroom available on-site. Appointments are recommended to ensure personalized attention for each client. You can reach them by phone at 205154762 or visit their website delagify.com.

Specialties and Services

The primary focus of Delagify Financial is on financial planning, helping clients secure their financial future through a range of services. Their dedication to personalized care and transparent communication sets them apart, as evidenced by their high rating and glowing reviews.

Other Points of Interest

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom
• Appointments recommended

Client Reviews and Opinions

Delagify Financial has garnered a strong reputation among its clients, with a 5/5 average rating. The company has received 9 reviews on Google My Business, highlighting their commitment to personalized service and honest communication. For instance, one reviewer mentioned their appreciation for being connected with someone better suited for their needs at the moment, showcasing Delagify Financial's commitment to aligning clients with the most suitable services. Another review praised the company's transparent and honest approach, stating that the planner took the time to meet, answer questions, and provide honest advice.

Final Recommendation

For those seeking a reliable and dedicated financial planning service, Delagify Financial is highly recommended. Their commitment to personalized service, wheelchair accessibility, and transparent communication sets them apart in the industry. Consider reaching out to Delagify Financial through their website delagify.com to schedule an appointment and start your journey towards a secure financial future.

👍 Reviews of Delagify Financial

Erin N.

5/5

I was connected with Robert through a friend and although I am not quite ready to leverage his services, I truly appreciate him taking the time to meet with me, answer my questions, and be completely honest and transparent with me. He also took the time to connect me with someone who was better suited for my needs at the moment. Thank you, Robert!

William M.

5/5

Robert is phenomenal at what he does. I came to him with a question on selling my property and the timing as to whether I might pay short or long term capital gains taxes. Basically whether it mattered if I would sell right now or in a few months. He got right to the point within a few minutes, laid out all my options and gave fantastic advice!

Joanna S.

5/5

I am very grateful to find Robert as my new CPA. I really appreciate the fact that he worked with IRS in the past and was an auditor. My previous CPA caused some serious issues with my last year tax returns and I felt totally helpless. Robert assessed my tax situation and guided me in the right direction. He has great communication skills and it was a pleasure to talk to him. He is honest, enthusiastic about his job and his knowledge of tax laws, expertise and professionalism are outstanding. I am very happy to find him and be able to work with him.

Jake R.

5/5

As a Realtor I am self employed and I felt and taxes can be a very overwhelming part of my business. My last CPA was very disconnected and didn’t engage as much as I would have liked. Robert was super helpful and very easy to work with. I look forward to having him help me in all parts of my business for he offers much more than a normal CPA has to offer!

Angie H.

5/5

We looked at several different financial planning services. We choose Delagify because the combined financial and tax planning services consider our unique circumstances. Robert takes a comprehensive view of our fiscal affairs, offers options, and tracks our progress to help us achieve our goals.

Carolyn M.

5/5

I struggled to find a cpa that understood ISOs and their tax implications at a reasonable price point (most cpa's charge some large number, but aren't clear what they were actually providing). A coworker recommended Robert to me. Robert was really easy to work with and very timely. He has an online platform for scheduling meetings so no time is wasted with call-tag or assistants who weren't sure about my ask. He understood my questions and provided exactly what I needed in a clear succinct way. Overall working with Robert saved me a lot of stress. His prices are also very fair.

Laura N.

5/5

I started my new found journey with an S Corp and I was lost. Robert sat down with me, answered all of my questions, and guided me forward. He gave me a clear mind with confidence and intention on what my next steps should be. Most of all, he gave me a big sigh of relief. Now I feel very confident in what my next steps are in business development. -Laura Norwicke, Licensed Health and Life Insurance Agency Owner, Arvada, CO

Lexie R.

5/5

Robert was extremely helpful in advising on the various mortgage options for the purchase of our new home. Thank you Robert!