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 59%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.100SCOREColorado Wealth Group
Lakewood, CO · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #1Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 175 Google reviews
Report card
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: satisfaction and craft & service; weakest: reliability.
Reviews for your job
Customers hired Colorado Wealth Group for 8 kinds of job.
Colorado Wealth Group for financial plan
Clear ✕All 27 Google reviews tagged “Financial plan” · showing 20
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…
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…
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…
CWG has helped us to push our savings and investment plans forward, even in uncertain times. We fully trust their reliable, confident, proactive staff who has our desires at the forefront with every decision. My husband and I feel confident that our investments managed through CWG will offer us a secure and profitable future.
My wife and I found CWG through all places Google reviews. We have been working with them for several months now. For a process that could have been incredibly difficult, they made it as seamless as possible. From our first conversation with Steven the owner we felt at ease. Every single employee we have worked with…
I have been a client for over five years. I love the attention to detail and I truly get the feeling that each and every person I come in contact with at CWG cares about me as a person. I feel absolutely free to ask questions about things that I don't understand. I feel financially secure and this gives me a…
Working with Colorado Wealth Group has completely changed how I view my financial future. Past experiences I’ve had with other institutions don’t compare to their team approach that provides personal service that feels like a natural extension of my family. Steven, Emily, Carter, and Ian set an incredible tone for…
I've worked with CO Wealth Group for about seven years and have appreciated the above-expectations service I receive. Every single person I've engaged with has been fantastic, my financial plan is very clearly explained to me, and I appreciate the transparency they offer when discussing options. Highly recommend, you won't regret it!
Colorado Wealth Group has been an absolute game-changer for me. They are helping me learn to manage finances across borders, which can be complex, but their team makes it so painless. They are incredibly flexible, proactive, and always come equipped with strategic solutions tailored to my endeavors. They even went…
I've been a client of CWG for 3 years now. I've been very happy with their services and strongly recommend it to anyone who would like to plan retirement and grow their wealth. Also, they recently added Tax Services, and Ian has been doing a very good job doing my taxes.
My wife and I have been clients of CWG for a few months. From the very first general on-boarding call with Steven, through our Plan roll-out, the many detailed discussions with Jacob, Matthew, and Emily, their level of service and responsiveness, engaging conversations, and delivery of unfamiliar concepts in an…
CWG has been doing our financial planning for 3+ years now and it has been fantastic. They also can do taxes for their clients, which is so convenient as they already have most of what they need in order to do them. They are very communicative and will let you be as involved or uninvolved as you want to be with the…
I have had the sincere pleasure working with Matthew Conley and the entire Team at Colorado Wealth Group for over 2 years. The entire company's dedication to their clients is extremely important. I highly recommend Colorado Wealth Group to any and all persons who are seeking expertise guidance with your money and next steps in life!
I started working with the team at CWG last year and it has been a fantastic experience. The entire team has been responsive, thoughtful, and extremely professional. Most importantly, they are helping me create an exciting and comprehensive plan for my future. I highly recommend this team!
We are fairly new to Colorado Wealth Group but not new to using a financial planner/advisor. CWG has really impressed us with their cohesive group of professionals. Everyone is on the same page, very professional, and highly skilled in their specialties. CWG is truly next level compared to what we had experienced…
My husband and I met with Jacob, Adrian and Matthew to review the financial plan CWG prepared. The meeting was so insightful and informative and yet conversational and engaging at the same time. The level of expertise and attention to detail, from financials to tax and estate planning, was impressive. We came away…
They have proven to be trusted advisors, who can creatively identify tax, saving solutions and help with longer-term estate planning and budgeting. I’ve learned a lot from them even after spending years in finance!
Amazing help! I really appreciate Jacob taking the time to chat with me today. He truly listened to my situation, gave helpful tips, and set me on a path for success. I appreciate the thoughtfulness and clear direction. I am new at actively investing and was full of questions. The patience, guidance, and clear…
My husband and I have been clients of CWG’s for a few months and have had a top-notch experience so far. CWG has given us a thorough financial overview and helpful recommendations without pushing a particular agenda. Steven and Emily went above and beyond to help us implement a few changes at the end of the year on…
Price
Not enough reviews with a price yet.
Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 27 | — |
| Retirement savings consulting | 21 | — |
| Investment advising | 20 | — |
| Wealth management | 16 | — |
| Insurance purchase consulting | 15 | — |
| Estate planning | 13 | — |
| Tax planning | 13 | — |
| Home purchasing consulting | 4 | — |
