Adam Bott, Financial Advisor – Crescendo Wealth Strategies - Fort Collins, Colorado

Adam Bott is a dedicated and experienced Financial Advisor at Crescendo Wealth Strategies. With a focus on providing financial consulting services, Adam Bott is committed to helping his clients achieve their financial goals.

Contact Information

You can find Adam Bott and Crescendo Wealth Strategies at the following address:

Address: 2580 E Harmony Rd Ste. 310, Fort Collins, CO 80528, United States.

You can also reach Adam Bott by phone at: 9704602233.

Or visit their website at: crescendo-wealth.com.

Specialties

As a Financial Advisor at Crescendo Wealth Strategies, Adam Bott specializes in providing financial consulting services to help his clients manage their money and plan for their future goals.

Other Points of Interest

Crescendo Wealth Strategies offers online appointments for the convenience of their clients. The location is fully wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. Toilets are also available on-site, and appointments are recommended. Free parking is available in the parking lot, and there is on-site parking for added convenience.

Opinions and Reviews

According to Google My Business, Crescendo Wealth Strategies has an impressive average opinion of 5/5 based on 31 reviews. Clients have praised Adam Bott for his professionalism, care, and dedication to each of his clients. He takes the time to get to know his clients on both a personal and professional level, and is extremely responsive and proactive in finding answers to any questions they may have. He keeps his clients updated on market trends and sends valuable information for them to review. Overall, clients feel truly blessed to have found Adam Bott and would recommend him to anyone looking for someone to help manage their money and plan for their future goals.

Recommendation

If you are looking for a dedicated and experienced Financial Advisor to help you manage your money and plan for your future goals, look no further than Adam Bott and Crescendo Wealth Strategies. With a focus on providing personalized financial consulting services, Adam Bott is committed to helping his clients achieve their financial goals. Contact him today by phone or through his website to schedule an appointment and start your journey towards financial success.

👍 Reviews of Adam Bott, Financial Advisor – Crescendo Wealth Strategies

Dan R.

5/5

Adam is a true professional and cares deeply about each of his clients. He takes the time to get to know his clients both on a personal and professional level and is extremely responsive and if he doesn’t have an answer he will go and find it. He keeps us updated on market trends and always sends valuable information for us to review. We feel truly blessed to have found Adam and would recommend him to anyone looking for someone to help manage their money and plan for their future goals.

Andrea C.

5/5

We are incredibly thankful when we found Adam Bott. From our first meeting we knew he was an individual who was superbly informed about the financial and market landscapes and was a thoughtful and compassionate individual who truly had our best interests at heart. We put our assets in his hands and have trusted him ever since. Not only is he trustworthy but keeps us informed and remains on the cutting edge of market trends. Adam has helped us navigate the building of our portfolios during our careers and in to retirement. We would recommend Adam to anyone, which we have done on numerous occasions to family and friends.

Ed S.

5/5

We have had several financial advisors over the years but non compare to Adam. Firstly, our assets have done very well in contrast to how well we did prior to Adam. He has expert advice, but also is a wonderful teacher. It has helped us to stay the course, which has helped us grow.
Adam makes himself readily available , and returns calls in a very timely manner. He is a true professional.
The thing that makes us feel he is invaluable to us, is his integrity he is ethical. We trust him.
Adam not only cares about our asset growth but of the well being of our family. He is a true gentleman.

Kenna J.

5/5

Adam has been our most valuable asset. His knowledge and skill in finance keeps my mind at ease and my finances growing. We would not be in the position we are in without his expertise! I couldn’t recommend Adam more!

Kelsey B.

5/5

Adam is the best! So honest and knowledgeable. Explains things really well and is always up to date on what is happening in the market. He actively pushes information to his clients to make sure they’re informed. He truly cares for his clients and works so hard for them. We’re so thankful to have Adam as our advisor, we wouldn’t know what to do without him!

Troy &. B. S.

5/5

Adam Bott has been our financial advisor for many years. He has provided strong advice and guidance on our investments, with proven results. His character and values align with our faith, giving us great confidence. Adam is available to us and invests time in monitoring our goals. We confidently have recommended him to our closest friends and family members.

Sue M.

5/5

Adam has been so great as our financial advisor! He explains things so they’re easy to understand. He sends great emails and articles explaining things that are going on in the world. I never worry because I know Adam is keeping an eye on things for me.
Highly recommend!

Kelly D.

5/5

Adam Bott and his staff is the most trusted financial advisor I have ever had. Spot on communication… returning texts and phone calls in a timely manner. Always has the answer to my questions. Highly recommended!
Kelly Dennis