Front Range Financial - Centennial, Colorado

John V.

My wife and I are very grateful for the financial planning and management services provided to us by Front Range Financial over the past 5 years. Lex and Patrick and their staff have helped us in planning for our retirement and assisted us in consolidating our situation into a manageable plan. Their ability to analyze and explain financial concepts in understandable ways has given us confidence in our outlook towards the future.

We have appreciated Lex and Patrick's depth of knowledge and skill in navigating various financial systems and investments that are compatible with our values and goals and that they take the time to listen to. They are accessible for ongoing consultation and their caring and supportive nature is a special quality that complements their financial planning expertise. Thank you, Front Range Financial.

Shirley L.

I was shafted by one of the large name financial companies and I was devastated by the resulting circumstances. Thus taxes being one of my larger expenses, I attended the Taxes in Retirement course that Lex led. Then I scheduled the offered free consultation. You might say I was hooked and I began my relationship with Front Range Financial about two years ago.

Due to the caring and listening attitude and an appreciation for quality of life in retirement, I am happily resettled and living off my SSA funds, with additional income from the change in my investments. I feel I can live a good life now, including travel. I am comfortable with the long-term plan we developed together. This is such higher quality service and more options than any big firm offered me. I am grateful for the continued support Patrick offers. This is my firm for life. Check them out.

Bob A. C. B.

Several years ago we attended one of their seminars, not expecting much. But, it was awesome and we just felt really good about Lex, as a person. After meeting with him and Patrick, we decided to put our retirement plans in their hands. We're glad we did. We highly recommend Lex and his team. Not only do they "know their stuff", they are awesome people.

Linda D.

Lex and Patrick are very knowledgeable and easy to work with. We feel very comfortable with trusting our assets into their management. Bowen was always available to be of assistance as well.

Dee-Dee V.

After 30 years with a Financial Planner who I appreciate, I chose Front Range Financial to manage my retirement and financial planning. Why? My previous planner would state 'make sure you go to your tax advisor with your tax questions'. I attended a Front Range Financial seminar at a local library and learned about scenarios and mistakes you can make in retirement where you may end up paying more taxes. I was intrigued. While Front Range Financial are financial planners and not tax experts, they do know how varioius financial decisions affect taxes. I decided to learn more about their plannig services so made a follow up appointment. After 2 visits each over an hour long discussing my current finances, my part time work in retirement , goals, and a review of 'holding's determined by my previous planner, they layed out a view that I liked. So I decided to change. I found all the staff to be thoughtful, welcoming, and I believe (while we know that 'past performance is no guarantee of future earnings), I am confident I have found a financial planning home that is a better fit for me.

Lisa C.

What an incredibly impressive team. I am confident my retirement is in good hands!

Janet D.

I have been a client since 1997. All interactions with Front Range personnel have been friendly and professional. I have utmost confidence in the advice I have been given over many years.

James O.

I’ve been working with Lex and his team for several years! Great experience with everyone in the office. I check with them for all financial questions!