Intentional Wealth Strategies
About the Business
Intentional Wealth Strategies is a leading financial institution located at 1125 Kelly Johnson Boulevard in Colorado Springs, Colorado. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through strategic planning and personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Intentional Wealth Strategies to help you build a secure financial future.
Photos
Location & Phone number
1125 Kelly Johnson Blvd Suite 111, Colorado Springs, CO 80920, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I had a financial advising Zoom meeting with Carol Breglio on Nov 23, 2020. Carol was extremely unprofessional by making unnecessary and judgmental comments about my personal relationship with a family member. She made me feel very uncomfortable and her communication and content was as if I’m talking to a nosy aunt instead of an educated, professional and experienced financial advisor. Carol also went on to make offensive and racist assumptions because I work abroad in Saudi Arabia. It’s 2022, and I am still disturbed by that Zoom call and am appalled the company allows this type of behavior and communication with clients. If I lived in Colorado, I would be filing a lawsuit."
"I have worked with this for some time. Very personal, professional, and knowledgeable. They really look out for their client's best interests and stay ahead of the knowledge curve."
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