Capstone Colorado - Greenwood Village, Colorado

Capstone Colorado: A Comprehensive Financial Services Provider

Capstone Colorado, located at 6400 S Fiddlers Green Cir Ste 600, Greenwood Village, CO 80111, is a premier financial services provider that offers a range of specialized services to help individuals and businesses achieve their financial goals. With a phone number of 37796500 and a website at capstonepartnersfinancial.com, Capstone Colorado is easily accessible and ready to assist clients in need of financial planning, insurance services, and investment advice.

Specialties and Services

The company specializes in financial planning, insurance agencies, investment services, and life insurance, making them a one-stop solution for all financial needs. Their team of experienced professionals works closely with clients to understand their unique financial situations and tailor solutions that meet their specific requirements.

Other Points of Interest

• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom available
• Appointments are recommended to ensure personalized attention

Client Opinions and Reviews

Capstone Colorado has garnered a total of 6 reviews on Google My Business, with an average rating of 3/5 stars. One satisfied client shared their positive experience working with Mollie Lehman, who helped them get back on track with their finances and provided guidance towards meeting financial goals despite market challenges.

It is evident from the reviews that Capstone Colorado places a strong emphasis on customer satisfaction and personalized service.

Final Recommendation

If you are looking for a reliable and experienced financial services provider in Greenwood Village, Colorado, Capstone Colorado is definitely worth considering. Their range of specialties, commitment to client satisfaction, and accessible location make them an ideal choice for anyone seeking comprehensive financial planning, insurance, and investment services.

For more information or to schedule an appointment, visit their website at capstonepartnersfinancial.com or contact them directly at 37796500. Don't hesitate to take the first step towards securing your financial future with Capstone Colorado today

👍 Reviews of Capstone Colorado

Ilya L.

5/5

Denver office is fantastic! I work with Mollie Lehman, who has helped me get on track with finances and helps me feel like I can meet my financial goals despite this market. She is awesome!

Michael O.

1/5

This review pertains to the Colorado Springs office. I have no dealings with the Denver offices.

I cannot imagine how a financial advising company could do much more to undermine your trust in their company. My wife and I have worked with an agent for a couple years. We were quite satisfied.

Then a couple months ago, our agent disappears. The company does not reach out to us with any explanation, just gone. We were not notified in any way. We tried calling him and were told he was no longer with Centennial State. No explanation, just gone. The person who has access to all of our financial records, disappears without explanation. We contacted the manager of the office and ask for an explanation. The manager never returned our call.

Then after a couple months we get a letter from Centennial State. A young man is introducing himself to us as our new agent. I am looking through the CV that he sent us. Right there on his CV is “2007 2nd best guitar hero (sic) player in Denver” Really?

Wow, do we ever feel that being a gamer helps qualify you to manage our finances. I think we will be looking for another firm.

Jordan N.

5/5

Mollie with Capstone Colorado is an excellent financial advisor. What I like about her services is that she is knowledgeable, not pushy, and takes a holistic approach to life and finances. I highly recommend her to anyone seeking a great financial planner.

Jerrold P.

1/5

Call - voicemail. Call - voicemail. Call - voicemail. Call - voicemail. Thankfully I'm not a customer, just starting to shop for a new policy.

Sharleen G.

1/5

These guys suck

Pat B.

5/5