Best Financial Advisors in Loveland, CO

“I appreciated them long before my move from Colorado, but my gratitude and acknowledgment for their service par excellence, competency, reliability, etc.”

“With the guidance of the professional team at Layman an Lewis, we were able to get that tiger tamed so we can meet our financial needs and provide for our family and our community in ways we never before imagined.”

“Always helpful”

“This is a team of professionals who not only care for their clients but are smart at what they do”

“He patiently walked me through what I needed to do and managed to not only salvage my taxes but got me a refund.”

“Great Job.”

“But, if you plan your retirement right, it doesn't have to be so scary. In fact, planning for your retirement can be just as simple as planning for that exciting vacation that's got you up at night in anticipation for it. With Senior Advisory Group w...”

“I have been invested with Brent for over 14 years now and could not have ever found a better investor/advisor for my future.”

“Dad is deaf and AJ was patient and thorough.”

“After hearing some of his practices and seeing the type of person he is, I would recommend this firm to anyone who needs help creating a solid financial plan.”

“Whether it's owning your own home, funding your children's education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to mee...”

“Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of i...”

“Our Services There are many financial products in the market, and so choosing the ones that best meet an individual client's needs can be complicated.”

“I now have peace of mind since I have guaranteed income for retirement but still can share any growth with the stock market and be assured I can leave money for my kids!”

“Shaw and Associates even in the middle of this crazy pandemic shut down was able to make me safe and secure while effectively processing my taxes in a timely manner!”

“Positive Responsiveness, Quality, Professionalism, Value”