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Envoy Financial
5333 North Union Boulevard, Colorado Springs, Colorado, United States
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About the Envoy Financial
Envoy Financial, located at 5333 North Union Boulevard in Colorado Springs, Colorado, is a finance institution specializing in faith-based retirement plans for those in ministry. Whether you are a church, mission, denomination, school, camp, or rescue mission, Envoy offers affordable retirement plans that are market-driven, easy to administer, and supported by a caring company.
Envoy provides a comprehensive solution that includes advisory services, third-party administration, recordkeeping, education, and support. They take care of all your retirement plan needs, ensuring compliance with regulations and offering professional support and 24/7 access to an online Help Center.
With a focus on providing investment knowledge and confidence, Envoy encourages participation and wise actions for all retirement plan options. If you are looking for a retirement plan that meets your needs and is backed by a company that cares about you, Envoy Financial is the right choice.
Photos of Envoy Financial
5333 N Union Blvd Ste 200, Colorado Springs, CO 80918, United States
Opening hours of Envoy Financial
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 11:00
Saturday:
Day off
Sunday:
Day off
Reviews of Envoy Financial
"Envoy is the best! I love working with them! They care and are always so helpful!!"
"Vanessa was an incredibly helpful and patient service representative! These are GOOD people at Envoy!!"
"Great Christian place to do your investing. Very helpful team walking through the enrollment plan. I would recommend to anybody."
"Even though my non-profit has contracted with Envoy to manage our 403b, I find it very hard to invest with them. It is actually a disincentive to set money aside. Why? Retirement plan administrators make money off the plans they sell. In this case, we have a quite small administrator by industry standards owned by a single individual, who has vertically diversified in related companies who provide the full range of services. Christian rhetoric (which many of us are good at, by the way) notwithstanding, they have already been caught by the SEC misleading investors. And when I read their responses to reviews, I don't see, "We did wrong." I don't see, "Sorry, that was bad." Why would I trust an unrepentant, proven untrustworthy manager with my money? It's better to forgo a tax advantage than to jeopardize the principal. These same managers have many obscure opportunities to cheat, and a good sales pitch to Christians is nowhere near as good an indicator of future behavior as past behavior and a lack of repentance. These are not the advisors and custodians I'm looking for. Still, past performance is no guarantee of future results, so let's make this a charitable two star review, and they are after all, as many other reviews state, "nice people." Update: Envoy has now "merged" with a for profit wealth manager firm. Expect cross-selling, i.e. pitching customers multiple offerings to make more money. First one I saw--opting in participants into more expensive "social action" funds instead of lower cost index funds."
"I guess everyone has their own experience. My employer chose this company, therefore we had no option. However, our experience with them has been pretty good. They have always been helpful and available to answer any questions and take time with me as a client. Our funds were invested well and grew in a short time, as well. So we are no longer with the same company we were with, but have decided to keep using Envoy services. They are loyal, helpful, and trustworthy."
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