Google reviewers rate Colorado Wealth Group five stars based on 175 reviews, highlighting comprehensive services including wealth management, retirement planning, tax strategy, and insurance. Clients frequently praise the team's clear communication, personalized attention, and ability to integrate various financial aspects into cohesive plans. The firm is noted for its professionalism and responsiveness, with clients feeling confident in their long-term financial security. No common criticisms appear in the provided excerpts, as all reviews are positive.
Google rating: 5.0 out of 5 from 175 reviews (100% five-star).
Reviews on this page: 175 Google reviews (167 with written comments, 1 with photos).
Owner responses: the business replied to 3% of reviews.
Reviews from Google, shown as published (original wording, unedited).
AA
A AfanaLocal Guide · 17 reviews
★★★★★
I've been investing with Colorado Wealth Group for almost three years now and the experience has been outstanding. The team is professional, knowledgeable, and genuinely cares about their clients. They’ve always made me feel part of their family, not just another account. My investments have performed really well under their guidance.
Can’t say enough about Steven and Emily. I highly recommend them to anyone looking for a trustworthy wealth management team.
We have used Colorado Wealth Group for our holistic financial planning, advising, investing, and tax needs for more than a decade. We’re very thrilled with the personal service and results that we get from CWG! The team is fantastic at working with us to map out our financial needs and goals and helping us get the tools and frameworks we need in place to meet those goals. CWG offers very personalized, customer-focused service that is focused on our financial wellness rather than on selling us anything or pushing us into any particular financial path.
We can’t say enough good things about Colorado Wealth Group. What we appreciate most is that they truly do it all—wealth management, financial and estate planning, tax strategy, and risk management—and bring everything together into one cohesive financial plan.
The integration of tax planning with the rest of our financial strategy has been especially valuable. Nothing feels siloed; the team understands the full picture and helps us think through how decisions in one area affect everything else.
Most importantly, we genuinely trust the people at CWG and feel like they’re invested in our family’s long-term financial well-being. Frankly, we’d be lost without them. Having a team that can help us navigate so many aspects of our financial lives has been invaluable, and we couldn’t recommend them more highly.
We have started using Colorado Wealth Group for retirement planning and financial services...it has been a stellar experience. The attention they give to us as individuals feels specific and personal. I would absolutely reccomend working them.
Colorado Wealth Group has been an invaluable partner in my financial journey. Steven Harp (advisor), Jacob Ray, and Emily Murtaugh have provided expert guidance and customer service in retirement planning, investments, insurance, estate planning, tax strategies, and overall financial planning.
Because of the long-term plan Steven Harp and I developed together (20+ years ago), I am now well-positioned for an early retirement with confidence and peace of mind. Their advice has helped me navigate important financial decisions and create a strategy that aligns with both my goals and my values. I am deeply appreciative of the care, professionalism, and respect they have shown throughout our relationship. Knowing that my financial future has been carefully planned and executed makes turning my focus towards my retirement years far less stressful, and I am grateful for the role Colorado Wealth Group has played in helping me achieve the my goals.
I’ve been a client of CWG for a few years now, and I have to say it has been a great experience. I have complete confidence in Steve and the team. They are always buttoned up, insightful in their communication, treat me like a friend, and regularly check in if they haven’t heard from me in a while.
CWG seems to prioritize the relationship WITH the client and execution FOR the client in equal parts. That combination is hard to beat, and I certainly appreciate it!
CWG has been absolutely wonderful to work with. They are professional, honest, thorough, and great communicators. Would highly recommend working with them.
Our experience with Colorado Wealth Group has been outstanding! They are very thorough and detailed oriented in explaining financial plans and are always available to answer questions. I would highly recommend there services.
