Colorado Capital Management - Boulder, Colorado

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"summary": "Colorado Capital Management, situated in Boulder, Colorado, offers comprehensive financial planning and advisory services, specializing in investment management and tailored financial advice. Known for their exceptional client service and accessibility, they have garnered a highly positive reputation with an impressive average rating on Google My Business.",
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"content": "<>\nColorado Capital Management (CCM) stands out as a premier financial institution in Boulder, Colorado, located at 4430 Arapahoe Ave Ste 120. With a focus on financial planning, investment services, and providing expert financial advice, CCM caters to clients seeking tailored financial solutions. Their office is easily accessible, featuring a wheelchair-accessible car park, entrance, and toilet, ensuring comfort and convenience for all visitors.\n\n<>\nEstablished to meet the complex financial needs of individuals and businesses, CCM is led by seasoned professionals who bring extensive experience and a client-centric approach to their work. The company specializes in investment management, offering a range of services designed to grow and protect clients' wealth. Their investment company role involves not only managing portfolios but also providing strategic financial planning to align with clients' long-term goals.\n\nCCM's commitment to excellence is evident in their wheeling-accessible facilities and responsive customer service. The team, including key figures like Lee and Vince, is renowned for its expertise and personalized service. They take pride in understanding each client's unique financial situation and crafting bespoke strategies to meet their specific needs. This personalized approach, combined with their deep knowledge of the financial markets, enables CCM to deliver exceptional results.\n\n<>\nThe physical address of CCM, 4430 Arapahoe Ave Ste 120, Boulder, CO 80303, is conveniently located in the heart of Boulder. This central location makes it easy for clients to visit or meet with advisors without the hassle of navigating distant areas. The office's accessibility features are noteworthy, ensuring that clients with mobility issues can visit without any barriers. The wheelchair-accessible car park, entrance, and toilet demonstrate the company's commitment to inclusivity, reinforcing their image as a company that values all customers equally.\n\n<>\nAs an investment company, CCM's services span a broad spectrum of financial advisory roles. Their portfolio includes financial planning, where clients receive comprehensive strategies to achieve their financial objectives. Financial advisors at CCM are adept at analyzing market trends and individual client circumstances to recommend investments that align with their risk tolerance and financial goals. Beyond traditional investment management, CCM also offers investment services that cater to a variety of needs, from conservative savings plans to more aggressive growth strategies.\n\n<>\nThe high regard in which CCM is held is reflected in the overwhelming praise from their clients, as evidenced by the 49 reviews on Google My Business. The average opinion stands at a remarkable 5/5, highlighting the exceptional service and advice provided by the team. Clients frequently highlight the responsiveness of the team, the tailored advice given, and the overall pleasure of working with CCM. Reviews often mention the seamless transition of portfolios and the continuation of financial support, indicating a long-term client relationship built on trust and satisfaction.\n\n<>\nFor anyone considering financial planning or investment services, Colorado Capital Management is highly recommended. The company's emphasis on client satisfaction, combined with its experienced team and comprehensive service offerings, makes it a standout choice in the financial advisory sector. While appointments are recommended to ensure personalized attention, the ease of scheduling and the office's accessibility make the process straightforward.\n\nCCM's dedication to providing tailored financial advice and managing investments effectively positions them as a reliable partner for individuals and businesses looking to navigate the complexities of the financial markets. Their commitment to accessibility and inclusivity further enhances their appeal, ensuring that all clients, regardless of physical ability, can benefit from their expertise.\n\nIn conclusion, Colorado Capital Management offers a blend of expert financial knowledge, exceptional service, and accessible facilities, making it a trusted name in Boulder's financial landscape. Their ability to deliver on promises and exceed client expectations is a testament to their professionalism and dedication to their clients' financial well-being."
"summary": "Colorado Capital Management provides top-tier financial planning and investment services in Boulder, Colorado, known for its accessibility, client-centric approach, and high ratings.",
"word_count": 960
}

👍 Reviews of Colorado Capital Management

Scot R.

5/5

I moved my portfolio over from a larger, traditional brokerage firm several years ago and I couldn't be happier with CCM. Lee, Vince, and the entire team provide exceptional service and advice tailored to my specific needs. They are extremely responsive and a pleasure to work with.

Bogie B.

5/5

As long-time customers with Colorado Capital Management Bill & I have immense appreciation for the team of Lee Strongwater, Emily Lucero, Andy Gibson & the entire staff. They are always ready to hear our concerns, then they work very hard to find a solution that suits our investment goals. It is comforting to have financial advisors that we trust with our investments, especially at this point in our lives. The folks at CCM instill a feeling of security that cannot be overstated.

Colin T.

5/5

Lee, Vince and the entire CCM team have been fantastic advisors, guiding us through our financial planning. The CCM team brings the rare combination of technical expertise and personal connection that makes them so valuable to their clients. Fully recommend them!!

Kate C.

5/5

We love working with the Colorado Capital team! They have managed our investments for about a year and half and have been a true blessing. Their management has been spot on and has given us great returns on our investments. They are incredibly attentive and spend time with us to explain the markets and what it happening with our investments as well as have given us very sound investment recommendations. This is a top notch firm with a caring, personable and brilliant team.

Lloyd F.

5/5

I have worked with CCM for many years and am appreciative of their guidance in successfully managing my account consistent with my intentions. I also appreciate their willingness and desire to of support even in matters that they receive no financial benefit for doing so.

Marilynn A.

5/5

Erica and Jason are very attentive to our values and life goals, which are critical to having a retirement strategy that we trust, have confidence in and matches our principles. We love that we meet regularly (twice/year) to receive an update, overview and recommendations for adjustments. We have been with CO Capital Management since our mid-thirties, which is an ideal time of life to begin preparing for retirement. They are very engaging and truly care about our lives, matching our investments and our drawdown plan to living a quality 65+ lifestyle.

Lee M.

5/5

The CCM team is thoughtful, diligent and works well together. They respect my preferences. Most importantly, they are strong enough to tell me when my preferences are too idiosyncratic for my own financial well-being.

Jean W.

5/5

Emily and Andy are always very quick to respond any questions I might have. Emmy wonderful to work with and very knowledgeable about the domestic and global market investments. I am very comfortable about how I am spread out over several different investment types.