Oakway Financial LLC
7105 West 44th Avenue, Wheat Ridge, CO 80033
Location & Phone number
7105 W 44th Ave, Wheat Ridge, CO 80033, United States
About the Business
Oakway Financial LLC is a reputable finance and insurance agency located at 7105 West 44th Avenue in Wheat Ridge, Colorado. With a team of experienced professionals, we offer a wide range of financial services to help our clients achieve their goals and secure their financial future. Whether you are looking for investment advice, insurance coverage, or retirement planning, Oakway Financial LLC is here to assist you every step of the way. Visit us today to learn more about how we can help you navigate the complex world of finance and insurance.
Photos
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Highly recommend Brian Lipsett! He did a full financial plan for my wife and I, and we couldn't be happier. He put us on the right path to budget properly, save, and invest for our future retirement date. Not only did he help us with our insurance needs, but also with our investment portfolio. Brian is a one-stop shop. He does it all!"
"I met Brian while shopping some life insurance. When I purchased a plan from him I found out he was a Fiduciary so now he's my investment guru with the stock market. I've also rolled some old 401K's into a Roth IRA that he manages as well. I trust Oakway with all my investments and retirement plans."
"Oakway, was extremely easy to work with, the whole transition from rolling over my 401K to making sure my pension was transferred was effortless. They were able to open my eyes to countless way I could invest my saving to make sure it will start paying off when I am ready."
"I have nothing other than extreme praise for Oakway Financial and especially Brian. He is amazing. His attention to detail is impeccable. He has always been readily available anytime I call and answers all my questions. He is extremely knowledgeable and so friendly. We wouldn't trust our finances to anyone but him. I know my family is in great hands and he has our best interest in mind every time he assists us."
"Admittedly, I have very little familiarity with financial planning so I was happy to find Brian. He has so much knowledge but can break everything down in a way I understand it. He's always quick to answer my questions and explains everything in detail. Brian has also been great in finding ways for me to supplement my military retirement planning."
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