Colorado Financial Management 4840 Pearl East Circle, Boulder, CO 80301

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Location & Phone number
Hours open
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About Us
Reviews

About the Business

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.

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  • Colorado Financial Management - Boulder, Colorado 80301
  • Colorado Financial Management - Boulder, Colorado 80301
  • Colorado Financial Management - Boulder, Colorado 80301
  • Colorado Financial Management - Boulder, Colorado 80301
  • Colorado Financial Management - Boulder, Colorado 80301

Location & Phone number

Directions

4840 Pearl E Cir #300e, Boulder, CO 80301, United States

303-443-2433
colofinancial.com
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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

Fred Ingham:
5

"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."

almost 5 years ago
Brian Menk:
1

"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"

more 6 years ago
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