The 8 best-rated retirement planning in Lakewood, CO average 4.9★ on Google across 643 reviews. GWS&A - Global Wealth Strategies & Associates has the top rating (5.0★). Updated October 25, 2026.
8 companies that meet our bar: rated 4.5★ or higher on Google, with a meaningful review history (643 reviews combined) and currently operating. Request a call back and the company will phone you directly.
“My experience with GWS&A has been outstanding! Everyone is so knowledgeable, informative and helpful and they answer e-mails very promptly. If you have a question, they will answer it and if you have a request,…” — Google review
“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…” — Google review
“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” — Google review
“Renee is the most helpful person I have dealt with in a long time. She is very kind, understanding, and helpful. I would recommend her to all of my friends and family members for their banking needs. She really made…” — Google review
“My husband was using Levi as his financial advisor before we got married. He had such immense trust in his services that I invested with him as well. We have been so happy with the care and attention he shows us. Our…” — Google review
“I highly recommend Annie Garland - she's knowledgeable, very responsive, and took the time to truly understand my financial goals.” — Google review
“Kim, Dom, and Jamie are an incredible team to work with. They are so personal, caring, and professional! I look forward to many many years together!” — Google review
“I can't say enough good things about DeDe and her team. I have known both her and Jennifer for over 7 years. They are approachable and knowledgeable. They take the time to explain things and truly understand your…” — Google review
We scan Google Maps for retirement planner listings in and around Lakewood, keep only open businesses whose main category matches the service, and require a Google rating of at least 4.5 from at least 20 reviews. Companies are ordered by a confidence-weighted score that balances rating and review volume. We do not accept payment for placement.
GWS&A - Global Wealth Strategies & Associates has the highest Google rating on our Lakewood list: 5.0 out of 5 from 248 reviews (as of October 25, 2026).
GWS&A - Global Wealth Strategies & Associates has the most Google reviews among the companies listed here: 248, with a 5.0★ average.
Only open Lakewood-area businesses whose Google category matches the service, rated at least 4.5★ from at least 20 Google reviews. They are ordered by a confidence-weighted score of rating and review volume. Placement is never paid.
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