How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%93+50.7Reliability 24%96+23.3Value 14%83+11.7Replies to reviews 7%95+6.7Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.92SCOREBAM Advisory Group | Lakewood
Lakewood, CO · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #30Position by Experts Score among all companies we track in this category. of 51 retirement planning · 4.9★ from 73 Google reviews
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Percentile vs other retirement planning (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and reliability; weakest: value.
Reviews for your job
Customers hired BAM Advisory Group | Lakewood for 7 kinds of job.
BAM Advisory Group | Lakewood for financial plan
Clear ✕All 17 Google reviews tagged “Financial plan”
I have been extremely happy with the service and professionalism from everyone at BAM. As a single woman, I appreciate the security of working with such great people
We were referred to BAM Advisory by a friend. Honestly, I was a lil’ unsure of what to expect but I knew we needed to talk to a Financial Advisor as we prepare for retirement in the not so distant future. BAM was the perfect fit for us based on their knowledge and retirement specialities. The entire team has been…
My wife and I have been clients of BAM Advisory for close to a year and couldn't be more pleased with the guidance provided to us. Having dealt with sub-par financial advisers in the past, I was wary to try again. My wife attended one of the free introductory seminars at a near by library regarding tax planning…
Retirement: The word for "retired" in Portuguese is "reformada" which means reformed, renovated. I am now in my 5th year of my renovated, reinvented, reenergized life. The BAM Advisory Group team has been with me every step of the way. I met David Afraimi a couple of years after the death of my husband of almost…
A good, solid firm with updates to clients about quarterly. Have done a fine job with my major goal of income during retirement in choice of products, etc. On the ball on protection during down markets. Have experienced some fiduciaries who quite personally tailor to my needs.
I have been with BAM Advisory Group for 2½ years, and it has truly been the best financial decision I’ve ever made. It gives me great peace of mind knowing that my money is being managed by experts, allowing me to fully enjoy my retirement. Dylan and Max have been exceptional—communicative, attentive, and always responsive to my needs. Highly recommend!
The BAM family and especially Jack are totally focused on our financial well-being. They listen and offer sound advice to us to meet our objectives. Thanks to them all.
We have been working with BAM and specifically David and Max, since 2008. The service they have provided has been professional, thorough, diligent and beneficial. We strongly recommend BAM without any hesitation.
The BAM team has done an excellent job with managing my assets and keeping me apprised of opportunities. Everyone is friendly and approachable, making it a pleasure to interact with them.
The BAM experience has been 150% positive for us! We started with BAM well before retirement age and they provided us with a focused plan to provide income and growth through our retirement years. Their network of resources provides a broad spectrum of knowledge on financial planning, wealth growth, healthcare…
Super helpful for financial planning. Clear explanations of their role, listens for and works towards client needs.
This company has been fantastic! Max and Dylan have been very attentive to all my needs. I am so happy I found this company about 18 months ago. Give them a chance you won't be disappeared.
My wife and I have been using Bam's services for 2 years now and they've been great. They have excellent communication skills and have been great to work with. Whenever we have had any questions, concerns, or proposed other investment plans they have been very responsive. We were referred to BAM by another family…
My experience with BAM has been exceptional. They are not just advisors but teachers. They explain every detail of their strategy and why it works and how they can improve my financial situation in retirement. They have been extremely proactive to my questions and concerns and are always courteous, friendly, and…
David Afraimi and his entire team at BAM Advisory Group have been extremely helpful in providing guidance and support for my retirement planning and investment advisory services. They create customizable solutions based on individual needs. I would strongly encourage anyone to reach out to them to see how they can help you as they have helped me.
We hired BAM Advisory Group three years ago. Max Ross is our representative and he's an awesome guy. Our investments have grown at a rate that we're very, very happy with. Everything that can be done to make us comfortable and educated is executed as a manner of course. I can't recommend BAM more highly. Get on board and get yours.. Thanks, BAM
We have been working with the BAM Advisory Group for over seven years and have been impressed with them every step of the way. The BAM staff has gone the extra mile to develop a personal relationship with us and it's been a huge comfort knowing that we have such an incredible team behind us to help us navigate our…
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Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 17 | — |
| Retirement savings consulting | 10 | — |
| Investment advising | 9 | — |
| Wealth management | 4 | — |
| Insurance purchase consulting | 3 | — |
| Estate planning | 3 | — |
| Tax planning | 3 | — |