Geneos Wealth Management Inc - Englewood, Colorado

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Geneos Wealth Management Inc: A Comprehensive Overview

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For individuals and families seeking expert financial planning guidance, Geneos Wealth Management Inc. presents itself as a dedicated provider. Located at 9635 Maroon Cir #100, Englewood, CO 80112, United States, and reachable at 303-785-8470, Geneos offers a personalized approach to wealth management. Their website, geneoswealth.com, serves as a central hub for information and resources. This document provides a detailed examination of the firm, highlighting its services, accessibility, and current customer feedback.

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Services and Specializations

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Geneos Wealth Management Inc. primarily specializes in financial planning. They assist clients in developing and implementing comprehensive strategies to achieve their financial goals. This includes, but is not limited to:

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• Retirement Planning: Designing strategies to ensure a comfortable and secure retirement.

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• Investment Management: Offering tailored investment portfolios based on individual risk tolerance and financial objectives.

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• Estate Planning: Helping clients plan for the transfer of assets and the preservation of their wealth.

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• Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.

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• Education Planning: Assisting families in saving for higher education expenses.

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The firm’s approach emphasizes a collaborative partnership with clients, prioritizing open communication and a deep understanding of their unique circumstances. They strive to create customized solutions that align with each client’s values and aspirations. Geneos Wealth Management understands that every client's situation is unique, therefore, they take the time to thoroughly assess individual needs before recommending any specific strategies.

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Location and Accessibility

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Geneos Wealth Management’s physical location at 9635 Maroon Cir #100, Englewood, CO 80112, provides a convenient point of contact for clients. The office is designed to be welcoming and accessible, demonstrating a commitment to inclusivity. Notably, the facility boasts several accessibility features, including:

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• Wheelchair-accessible car park

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• Wheelchair-accessible entrance

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• Wheelchair-accessible toilet

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• Toilet

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These features ensure that clients and staff alike can navigate the premises with ease and dignity. The firm's dedication to accessibility underscores its belief in providing equal opportunities and service to all.

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Customer Reviews and Feedback

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Currently, Geneos Wealth Management Inc. has 6 reviews on Google My Business, with an average rating of 2.3/5. While the feedback is mixed, it’s important to consider the context. Some reviewers have praised the firm’s professionalism and responsiveness, while others have expressed concerns regarding the overall service quality and communication. It’s recommended that potential clients thoroughly research and investigate recent reviews to form their own informed opinion. The firm appears to be actively working to address the concerns raised by some customers. Customer satisfaction is a key priority, and they are committed to continuous improvement.

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Here's a summary of frequently mentioned aspects in the reviews:

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Aspect	Positive Feedback	Negative Feedback
Communication	Clear and prompt communication from advisors.	Lack of regular updates on portfolio performance.
Service Quality	Personalized service and attention to detail.	Slow response times to inquiries.
Investment Returns	Competitive investment returns.	Uncertainty about long-term investment strategy.

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Despite the mixed reviews, Geneos Wealth Management Inc. maintains a commitment to providing quality financial advice and service. They are actively soliciting feedback from clients to enhance their offerings and address any shortcomings.

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Recommended Information for Prospective Clients

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When considering Geneos Wealth Management Inc., potential clients are encouraged to:

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• Schedule a Consultation: Contact the firm directly at 303-785-8470 to arrange a consultation with a financial advisor.

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• Review the Website: Explore geneoswealth.com for detailed information about their services, team members, and investment philosophy.

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• Read Recent Reviews: Consult Google My Business for the most up-to-date customer feedback.

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• Ask Questions: Prepare a list of questions to ask during the initial consultation to ensure a thorough understanding of the firm’s approach and capabilities. Specifically, inquire about the firm's investment process, fee structure, and client communication policies.

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Geneos Wealth Management Inc. aims to be a trusted partner in achieving financial success. By conducting thorough research and engaging in open communication, prospective clients can determine whether the firm’s services align with their individual needs and objectives. The firm's dedication to client-centric service is a cornerstone of its operational philosophy.

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"summary": "Geneos Wealth Management Inc. provides financial planning services, emphasizing personalized strategies and accessibility. While recent reviews are mixed, they aim for client satisfaction and offer wheelchair-accessible facilities.",
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👍 Reviews of Geneos Wealth Management Inc