Colorado Financial Management
4840 Pearl East Circle, Boulder, Colorado 80301
About the Colorado Financial Management
Colorado Financial Management is a leading finance institution located in Boulder, Colorado. With a commitment to providing top-notch financial services, our team of experts helps clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management, our experienced professionals are here to guide you every step of the way. Visit us at 4840 Pearl East Circle to learn more about how Colorado Financial Management can help you take control of your finances.
Photos of Colorado Financial Management
4840 Pearl E Cir #300e, Boulder, CO 80301, United States
Opening hours of Colorado Financial Management
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Colorado Financial Management
"We have been with Colorado Financial for many years. They have always taken great care of us. They do what they say they’re going to do. Our portfolios have stayed strong in up-and-down markets and overall were just very pleased."
"From the get go this place was a nightmare. I provided sensitive documents that were lost in someone’s office temporarily. Had to return to their office time after time to sign documents CFM had “forgotten “ to have executed in lengthy non productive meetings. CFM failed to report information to my CPA which consequently was omitted from my tax returns and required an amended return on two occasions resulting in additional accounting fees and IRS penalties. After requesting IRA contributions be made prior to the deadline one (my wife’s) was not and the deadline passed. “Their notes” reflected I had not requested this contribution which was inaccurate and made up. “We apologize” be came the CFM mantra for over a year. Their financial plans were confusing and their office disorganized. Always had the feeling they had bigger fish to fry"
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