Analyzing 6,830,1386.8M ReviewsFor 19,36219.4K Experts

Experts Reviews · Company report
Colorado Wealth Group logoHow 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.100SCORE

Colorado 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

📞 Call (720) 729-2500Request a call backWebsite ↗

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.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Colorado Wealth Group is better than 100% of retirement planning.A
100
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Colorado Wealth Group is better than 99% of retirement planning.A
99
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Colorado Wealth Group is better than 100% of retirement planning.A
100
ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Colorado Wealth Group is better than 100% of retirement planning.A
100
MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Colorado Wealth Group is better than 100% of retirement planning.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Colorado Wealth Group is better than —% of retirement planning.–
—

Reviews for your job

Customers hired Colorado Wealth Group for 8 kinds of job.

Colorado Wealth Group for home purchasing consulting

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.4
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 96/100.How Job match is calculatedBuilt only from reviews Google tagged “Home purchasing consulting”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#1 / 1
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 4 Google reviews tagged “Home purchasing consulting”

Ruchi1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★

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 planInsurance purchase consultingEstate planning
Lori2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

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…

Financial planInsurance purchase consultingEstate planning
Lauren11 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★

We’ve been virtual clients of Colorado Wealth Group for several years, and they’ve made the experience feel both personal and seamless. Steven, the CEO, is always looking for ways to improve how they serve clients, and it shows in all the little details. Since we began working with CWG they have added 401k…

Reasonable priceFinancial planInsurance purchase consultingEstate planning
Marci1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a year ago★★★★★

I have been a client of Colorado Wealth group for five years. I am very happy with the service they have provided me over the years. They developed a comprehensive financial plan that has made me feel secure about my future and retirement. In addition to my financial plan they have helped me with estate planning,…

Great priceFinancial planInsurance purchase consultingEstate planning

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 59%Reasonable 36%Overpriced 0%Not sure 5%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan27—
Retirement savings consulting21—
Investment advising20—
Wealth management16—
Insurance purchase consulting15—
Estate planning13—
Tax planning13—
Home purchasing consulting4—

Compare with

Beyond Wealth Advisors logoBeyond Wealth AdvisorsExperts Score 99Lakewood · 5.00★Complete Spectrum Financial Services, LLC. logoComplete Spectrum Financial Services, LLC.Experts Score 99Lakewood · 5.00★BAM Advisory Group | Lakewood logoBAM Advisory Group | LakewoodExperts Score 92Lakewood · 4.92★