Envoy Financial - Colorado Springs, Colorado

Envoy Financial, located at Address: 5333 N Union Blvd Ste 200, Colorado Springs, CO 80918, United States, is a reputable financial institution that specializes in financial planning, consulting, and investment services.

Specialties

As a financial planner and consultant, Envoy Financial offers a range of services to help individuals and businesses manage their finances effectively. Their investment services aim to grow and protect their clients' wealth through strategic investment strategies. With a team of experienced professionals, Envoy Financial provides personalized financial solutions tailored to their clients' unique needs.

Contact Information

If you need to contact Envoy Financial, you can give them a call at Phone: 8888791376 or visit their website at Website: envoyfinancial.com.

Accessibility

Envoy Financial's office is wheelchair-accessible, with a wheelchair-accessible entrance, parking lot, and washroom. They have a washroom available on-site, and appointments are recommended.

Client Reviews

Envoy Financial has received numerous positive reviews from satisfied clients. One client commented, "Envoy is a top-notch organization to deal with. They are professional, competent, genuinely caring, and more than helpful." Another client said, "I appreciate the team at Envoy Financial very much. They helped me straightaway, answered all of my questions and were very thorough and thoughtful in every way. Thank you"

Opinions and Average Opinion

With a total of 17 reviews on Google My Business, Envoy Financial has an impressive average opinion of 4.6/5 stars. This high rating reflects the quality of their services and the level of satisfaction among their clients.

Recommendation

If you're looking for a reliable and experienced financial planner, consultant, or investment service, Envoy Financial is an excellent choice. Their personalized approach, expertise, and commitment to client satisfaction make them a top choice for anyone seeking financial guidance. Contact them today through their website or phone number to learn more about how they can help you manage your finances effectively.

👍 Reviews of Envoy Financial

Malcolm Hartnell

5/5

Envoy is a top-notch organization to deal with. They are professional, competent, genuinely caring, and more than helpful. My wife used to take care of all of our finances, and when she passed, I was clueless about things like housing allowances. James and Lani not only answered all of my questions, within an hour my request for my housing allowance had been successfully completed and submitted.

Carla Cole

5/5

I appreciate the team at Envoy Financial very much. They helped me straightaway, answered all of my questions and were very thorough and thoughtful in every way. Thank you!

Michael Caragher

5/5

Tim and Brenton are exactly what you dream of when it comes to Financial Planners; forthright, easy to get a hold of, and caring. I would not trust anyone else with my money.

Eva Pickens

5/5

I placed a call to Envoy Financial Services this morning. The representative was very helpful, pleasant, and knowledgeable. Thank you for your kindness.

Michele M

5/5

I guess everyone has their own experience. My employer chose this company, therefore we had no option. However, our experience with them has been pretty good. They have always been helpful and available to answer any questions and take time with me as a client. Our funds were invested well and grew in a short time, as well. So we are no longer with the same company we were with, but have decided to keep using Envoy services. They are loyal, helpful, and trustworthy.

Steve Spinella

2/5

Even though my non-profit has contracted with Envoy to manage our 403b, I find it very hard to invest with them. It is actually a disincentive to set money aside. Why? Retirement plan administrators make money off the plans they sell. In this case, we have a quite small administrator by industry standards owned by a single individual, who has vertically diversified in related companies who provide the full range of services. Christian rhetoric (which many of us are good at, by the way) notwithstanding, they have already been caught by the SEC misleading investors. And when I read their responses to reviews, I don't see, "We did wrong." I don't see, "Sorry, that was bad." Why would I trust an unrepentant, proven untrustworthy manager with my money? It's better to forgo a tax advantage than to jeopardize the principal. These same managers have many obscure opportunities to cheat, and a good sales pitch to Christians is nowhere near as good an indicator of future behavior as past behavior and a lack of repentance. These are not the advisors and custodians I'm looking for. Still, past performance is no guarantee of future results, so let's make this a charitable two star review, and they are after all, as many other reviews state, "nice people."
Update: Envoy has now "merged" with a for profit wealth manager firm. Expect cross-selling, i.e. pitching customers multiple offerings to make more money. First one I saw--opting in participants into more expensive "social action" funds instead of lower cost index funds.

Neal Miller

5/5

Dependable, reliable, & trustworthy. Highly recommend.

Lynn Reynolds

5/5

Envoy is the best! I love working with them! They care and are always so helpful!!