Wambolt & Associates 13976 West Bowles Avenue, Littleton, CO 80127

"We were referred to Wambolt & Associates after a very bad experience with another financial company. They took us under their wing and have been a breath of fresh air. Cindy Alvarez and her staff are wonderful to work with, they have helped us and continue to help us through the mess we were in. They are in constant contact with us, we do annual reviews and have worked on and off throughout the years as the need arises. They are always available and have reached out to our family and friends in such a professional manner, we recommend them to anyone that asks, they have referred us to their tax preparation partner and we other partners as the need arises. They are the best, please do not hesitate to reach out to them for any of your financial needs."

"I have been working with Cindy Alvarez and her team at Wambolt for several years and am very pleased. They are all responsive, organized, well informed and a pleasure to work with. Cindy has a calming voice, is someone with high integrity and is trustworthy. The team at Wambolt has been committed to my financial success and I highly recommend!"

"We were introduced to Wambolt and Associates December 2018. We feel that Wambolt is Professional and yet extremely personable. They have high standards in reaching our financial goals. Cindy and Regina were so helpful in transitioning our financial assets from our old advisor to Wambolt and Associates. We had our quarterly review recently and we had written down numerous questions and Cindy had answered all questions before we had asked them. We highly recommend Wambolt and Associates to anyone looking for a financial advisor. We feel like they are more friendly and personable than a large nation wide company."

"In the world of Financial Advisors, what’s most important involves knowledge and trust. It’s for these reasons that Wambolt and Associates has been my investment partner and advisor for over 25 years. Greg and his team strive to understand each client’s individual needs and goals. From Financial Planning, Investment Management, Tax and Estate Planning, and designing Insurance Policies to protect one’s family and financial security, Wambolt and Associates has provided my family with the right advice at the right time. Their desire to earn your trust is second to none – and they prove it every day. In recent years, Greg has taken our relationship to a new level - as he helped me and my business partners establish a funding strategy for the launch and operation of our company. Today, our business is flourishing, and we owe Wambolt and Associates significant gratitude for pointing us to the right model, introducing us to his network of Investment, Tax and Credit specialists, and building 401(k) Plans and Insurance Policies to benefit our employees. More than a trusted advisor – Wambolt and Associates is my personal and business wealth management partner!"

"I have worked with the team at Wambolt & Associates for more than 2 years now, and I couldn't recommend them more highly. They are experts at financial planning, they listen, and they are very responsive, and they go out of their way to make it convenient for you to meet with them to review your financial plan regularly. I look forward to our reviews, and I am always pleased with the performance and the team's communication with me. Because Wambolt is an independent and smaller firm, they get to know their clients well, they listen, and they make recommendations that are best for you, not the firm. They monitor your portfolio performance and they follow up regularly with you on every detail. And they are very good at building relationships and trust with their clients. It's truly the highest level of customer service I have received from a financial services company, (really from any client-focused business). Wambolt team members are a unique hybrid of being highly professional and down-to-earth. They genuinely care about building wealth for their clients while protecting client assets as much as possible. I have already recommended them to several of my friends, and I will continue to do so. Thank you in particular to Cindy and Andrew at Wambolt, who have done an amazing job for me from the moment we met -- I love having you on my team. I appreciate all the hard work you have done on my behalf."