Reviews of Colorado Financial Management (Financial Consultant)

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

DESCRIPTION

Here you will be able to see all the feddbacks of real people like you who used the products and services of Colorado Financial Management (Financial Consultant) in Colorado area.

As of day this business has a score of 3.0 over 5 and this score is based on 2 reviews.

You must have seen that the average score it has is average, but it is only founded on few opinions, so you will assume that the evaluation is not too credible.

As you know, we don't usually stop to give opinions when these are positive and we usually do it only if we've had a problem or incidence...

This Financial Consultant is classified in the category of Financial planner.

Where is Colorado Financial Management?

REVIEWS OF Colorado Financial Management IN Colorado

Brian Menk

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

Fred Ingham

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.