Progress Wealth Management
This shouldn't matter to you, however, we aren't an SEC-registered investment advisory firm, only the Financial Industry Regulatory Authority (member FINRA) meaning you'll get more attention because we don't have hundreds (if not thousands) of clients. We aren't paid to sell any investment products, only give you prudent financial advice and manage your investments. We don't take any institutional clients. We accept clients all over Colorado including Colorado Springs, Northern Colorado, and everywhere in between. We also accept clients in the following states: Arizona, Washington, California, New York, Florida, Oregon, and Utah. Why You Need To Work With A Financial Planning Firm
Official Website
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Sentiment Analysis
He was willing to meet with me several times to help me understand the process if I were to hire him as a Financial Advisor.
As a recent graduate and new employee for Lockheed Martin, he gave great insight on how to use my 401k and other benefits to create a doable action plan for the future.
Blaine is a pleasure to work with, he is very professional and makes us feel much better about our financial health!
He has given us all of the necessary tools and confidence to take control of our finances which has had endless upsides for our lives.
He is no nonsense, yet understanding and works with you and your specific financial situation rather than providing overt diatribes on what needs to be done and why you're a bad person for spending too much money on eating out last month.
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