Safer Money Solutions - Fort Collins, Colorado

Address: 155 Boardwalk Dr #524, Fort Collins, CO 80525, United States.
Phone: 9706155002.
Website: safermoney770.com
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Safer Money Solutions

☎️9706155002

⏰ Open Hours of Safer Money Solutions

Monday: 8 AM–5 PM
Tuesday: 8 AM–5 PM
Wednesday: 8 AM–5 PM
Thursday: 8 AM–5 PM
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Safer Money Solutions is a financial planning company dedicated to assisting individuals and families in managing their finances effectively. This company, located at Address: 155 Boardwalk Dr #524, Fort Collins, CO 80525, United States, offers a wide range of financial services, catering to the specific needs of its clients.

With a phone number: 9706155002, you can easily reach out to Safer Money Solutions for inquiries or appointments. Moreover, you can access their website at Website: safermoney770.com to learn more about their services and team of experts.

One of the unique features of Safer Money Solutions is its identification as a women-owned business, which is a testament to its commitment to diversity and inclusion. Furthermore, the company offers both online appointments and on-site services, making it easily accessible for clients with varying needs and preferences.

Accessibility is a top priority for Safer Money Solutions, as evidenced by its wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, wheelchair-accessible toilet, and gender-neutral toilets. These features ensure that all clients can comfortably access and utilize their services.

Before visiting, it is recommended that you make an appointment, although it is not strictly required. Appointments are recommended to ensure that you receive the personalized attention you deserve from the financial planning experts at Safer Money Solutions.

This company has received a high volume of positive reviews from satisfied clients, with a 20-review average opinion of 5/5 on Google My Business. This impressive rating is a testament to the company's dedication to providing exceptional financial planning services and maintaining strong relationships with its clients.

👍 Reviews of Safer Money Solutions

Safer Money Solutions - Fort Collins, Colorado

Jody J. N.

5/5

I actually found Kearston through a Facebook ad. She was offering a seminar about retirement accounts. It was free. I had recently lost my husband and was in a quandary as to what to do with his 401k I had inherited. I was worried it was tied to the stock market and had already diminished in value. I didn't want to lose any more of it.
Through her seminar she offered so much good information and I signed up for a no-obligation assessment of my financial situation.
She helped me understand my options and how an annuity would be better for me. She researched the ones out there and then had some of them send me their paperwork so I could do some research on my own and decide which was best for me. The top two companies I researched have been in business a long time and have excellent ratings. Kearston was so willing to spend time answering all my questions, and walking me through the transfer process.
With her help, I feel I had secured the money my husband worked so hard for, and will be able to pass it down to my children, which will be a big plus in their lives. All of this personal service without spending a dime of my own money!
I would highly recommend Kearston as a financial advisor to anyone who is unclear about their retirement, or needs help understanding their options. And she made it perfectly clear that if I ever needed her in the future she would be available to help me again.

MaryLee S.

5/5

Kearston is knowledgeable and clear in her explanations and empathic with great customer service skills. I have experienced other seminars and felt lost but Kearston was clearly expressed and through our conversation I was able to formulate a plan with her input!!!! Thank you so much for you sharing your expertise.

Tony J.

5/5

Kearston does a great job explaining retirement options. She provides worksheets with several scenarios and explains them in an easy to understand way. Highly recommended!

Richard P.

5/5

Kearston Cain is the most knowledgeable Annuity Consultant that I have worked with. She hosted a Webinar which was very informative and well presented. During the webinar Keaston's style, communication skills, and personality secured a level of trust with me, which is not easy since my B.S. Antenna is always on, especially involving important topics such as Financial Planning and Annuities. Kearston's follow up after the webinar was very customized to my situation. She passed my 1on1 engagement criteria of "Strive first to understand; then to be understood". She then followed up with a very detailed financial plan and roadmap, including income based annuity options. I highly recommend engaging with Kearston if you are interested in learning about annuity products tailored to your needs and wants.

Georgiana P.

5/5

Kearston Cain is wonderful! She patiently listened to all my financial concerns. She presented a solid plan to help navigate these worrisome times. Her advice helped me save the rest of my retirement money, specially after another company lost close to a third of my retirement savings. She keeps me informed every step of the way towards achieving a more secure future. I am so grateful to Kearston all the help she has given me!

Sandhya S.

5/5

I really enjoyed watching her webinar, they are informative and short. Her analysis review was very good, provides good options. Analysis provides information about your financial standings for rest of life. Well worth attending webinar and get analysis done. Very special thing is there is no pressure of any sort.

Jane D.

5/5

Kearston is so incredibly knowledgeable about investing, the market and the broader economic picture. She is also able to translate complex financial information and processes in ways that I can understand her. I trust her implicitly to help me manage my funds. Kearston also thinks and speaks with a focus on women investing their funds, which is an added and appreciated bonus to working with her. I highly recommend working with Kearston!

Rojana S.

5/5

Kearston Cain, founder of Safer Money Solutions, was a godsend for me. I am reaching the age where retirement savings is starting to become a stark reality and I needed some guidance. She offered me great advice as to what to do with a 401k account that I wanted to rollover and found me a wonderful, safe solution for my investment. She is professional, courteous, knowledgeable and I found her to be very easy to talk to and work with. I highly recommend her services if you have any questions or need help planning for your retirement years.