EdgeRock Wealth Management
7001 East Belleview Avenue, Denver, CO 80237
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 2:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
EdgeRock Wealth Management is a leading finance institution located at 7001 East Belleview Avenue in Denver, Colorado, United States. Our team of experienced wealth managers is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships and providing top-notch customer service, EdgeRock Wealth Management is committed to helping clients secure their financial future.
Reviews
"Financial marriage made in heaven! Working with the Edgerock dynamic duo of Kyle Shelley and Danielle Sanders has not only been financially fruitful but seamlessly easy. Kyle has a way of putting complex scenarios into simple understandable and relatable terms. My wife and I never walkaway from our quarterly checkups confused or not understanding exactly our financial positions and our way forward to a successful retirement. We know a lot goes on behind the scenes during and after our face to face meetings. Much of that heavy lifting is performed by Danielle as she makes Kyle look good and the entire Edgerock team. I could laud their praises in a small novel however reviews need to be short and sweet. So thanks Kyle and Danielle we look forward to working and laughing with you for years to come. Sincerely Karl and Jamie"
"We are extremely pleased with what they are doing with our retirement monies. Kyle Shelley is our advisor who listens to us and our needs and plans instead of trying to make us fit into their way of doing things, with great advice how to accomplish our goals. Great job and looking forward to many years to come!"
"One of the greatest financial decisions I have made is working with the EdgeRock group! From the moment I met my advisor Kyle Shelley, I knew he had my best interest in mind. He took the time to listen to my retirement goals as we set up a realistic plan to get me there. The client/advisor communication is stellar; the entire staff is caring. I am at peace knowing are looking out for me during these often turbulent financial times. Thanks EdgeRock! Diane Bacino"
"I am thrilled to be a part of the EdgeRock Wealth Management family. When I say "family" it is because that is how I feel about the entire team. They are extremely welcoming and helpful. Kyle Shelley has made an extraordinary impact on my financial future. His wisdom, guidance and kindness are truly wonderful. Thank you!"
"We have had several meetings with Kyle Shelley before we moved our portfolio to EdgeRock. We appreciate all the time he spent evaluating our portfolio from a different wealth management firm and designing a portfolio that best fits our financial needs. Kyle has done everything we have asked and more. No detail is too small. We feel we can trust Kyle to look out for what is best for us!"
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