IMPACTfolio® - Denver, Colorado

Address: 44 Cook St #100, Denver, CO 80206, United States.
Phone: 8442183800.
Website: impactfolio.co
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Transgender safe space, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of IMPACTfolio®

☎️8442183800

⏰ Open Hours of IMPACTfolio®

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Discovering IMPACTfolio®: A Beacon for Financial Planning in Denver

If you're seeking expert financial guidance in the vibrant city of Denver, IMPACTfolio®, located at

44 Cook St #100, Denver, CO 80206, United States

, stands out as a premier choice. This women-owned company, known for its inclusive and supportive environment, offers a comprehensive suite of services tailored to help you navigate the intricate world of financial planning.

Key Services Offered

IMPACTfolio® specializes in providing top-notch financial planning services. Their expertise extends to helping clients from various backgrounds, including recently retired professionals like yourself who might need assistance in managing their financial future. The firm's dedication to offering both online appointments and on-site services ensures that you can choose the most convenient option for your needs.

Accessibility and Inclusivity

Commitment to accessibility and inclusivity is evident in IMPACTfolio®'s facilities and policies. The office is wheelchair-accessible, complete with a car park, entrance, seating, and toilet designed for ease of use by everyone, including those in wheelchairs. Moreover, they proudly declare themselves as an LGBTQ+ friendly space, ensuring that all clients feel safe and respected.

Experience and Client Satisfaction

With 13 reviews on Google My Business, IMPACTfolio® has garnered a solid reputation. Clients commend the firm for its personalized approach and the confidence it instills in clients' financial futures. For instance, a recently retired physician shared their positive experience, highlighting years of smooth retirement planning with Julie and Scott. This speaks volumes about their expertise in financial planner services and portfolio management.

Recommended Appointments

Given the importance of personalized financial strategies, it's highly recommended to schedule an appointment. The team at IMPACTfolio® encourages potential clients to reach out, noting that appointments are not only possible but also highly beneficial for crafting a tailored financial plan. Their flexible approach, accommodating both online and in-person meetings, demonstrates their commitment to meeting clients where they're most comfortable.

Final Recommendation

If you're looking for a financial planner in Denver who combines deep expertise with a client-centric, inclusive approach, IMPACTfolio® is a standout choice. To explore their services further or to schedule a meeting, visit their website at impactfolio.co. With a 5/5 average opinion from their clients, taking the first step towards a more secure financial future with IMPACTfolio® could be one of the best decisions you make.

Remember, the journey to financial security is best undertaken with trusted professionals by your side. Let IMPACTfolio® guide you towards a brighter financial horizon.

👍 Reviews of IMPACTfolio®

Pierre O.

5/5

I am a recently retired physician and cannot speak highly enough of Julie and Scott. They have helped my wife and I navigate smoothly through the increasingly complex process of retirement planning. We have been working with them for several years and have developed a great deal of confidence in their financial planning and portfolio management services.

Scott T.

5/5

We began working with Rebecca in 2014 to develop a financial plan as we neared retirement. Her insight into our finances and thoughtful investment strategies has been comforting.

IMPACTfolio’s strategy of investing in ESG funds was not the reason we followed Rebecca, but since we made the change in March 2021 we have achieved similar results to past investments in non-ESG funds while also feeling better about the governing principles of the companies we are invested in.

Susan O.

5/5

IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analysis and oversight, the firm prioritizes values investing hand in hand with profit-making. Rebecca Kennedy’s exceptional facilitation skills helped us through what can be a stressful process to develop a financial life plan that works. Highly recommended.

Lisa G.

5/5

Impactfolio has made it easy for us to plan for retirement with solid, down-to-earth advice. Rebecca is always quick to respond to questions and more than willing to meet to explain things and discuss options.

Charles

5/5

My wife and I contacted Rebecca Kennedy when we were thinking about our lives in retirement. We were nowhere near where we needed to be when we met for the first time, but after instituting the changes that Rebecca recommended over the next 2 years, we were able to become confident that we would never become a burden on our kids, even if we make it to our 9th decade. Rebecca took the time to listen to our needs-health, security, travel, and helping our kids-and her advice was reasoned, reasonable, and well worth our time and money.

Randy D.

5/5

Scott has been helpful, fair, and honest from day one. He's always happy to help with whatever I need and has never once made feel unimportant. I highly recommend him and Impactfolio as a whole!

Tess P.

5/5

So happy to entrust IMPACTfolio with my retirement plans. Scott is always super helpful and responsive with any questions, concerns, or advice. I couldn't recommend them more.

Carrie H.

5/5

I cannot recommend this team enough. They provide a very thorough, thoughtful, comprehensive and tailored approach to our unique situation. Their flat fee rate is transparent and makes sense to me, and delivers so much value. I am very confident we are on track to meet our financial and estate goals, thanks to IMPACTfolio.