AlignPoint Wealth - Financial Advisor Lakewood - Lakewood, Colorado

Overview of AlignPoint Wealth - Financial Advisor Lakewood

Located at 355 S Teller St STE 200, Lakewood, CO 80226, United States, AlignPoint Wealth stands as a reputable financial advisory service catering to the needs of individuals in the Lakewood area. This firm is easily accessible, boasting features such as a wheelchair-accessible car park, wheelchair-accessible entrance, and facilities including a wheelchair-accessible toilet. For those with mobility concerns, these amenities ensure a comfortable visit experience. Appointments are recommended to ensure personalized service, reflecting their commitment to client satisfaction.

Key Services

AlignPoint Wealth specializes in a broad spectrum of financial services, including but not limited to: Financial Planner, Financial Consultant, and Investment Service. Their comprehensive approach to financial management means they can address a wide array of clients' needs, from planning and consulting to investment services.

Customer Reviews and Opinion

The company has garnered attention and praise through three glowing reviews on Google My Business, with an impressive Average Opinion: 5/5. These testimonials highlight the professionalism, reliability, and transparency of AlignPoint Wealth. Clients appreciate the responsiveness and the way the advisors, such as Nestor, help demystify and organize financial planning in innovative ways. Such feedback underscores the quality of service provided and the trust clients place in them.

Location and Accessibility

For those in the Lakewood area or planning to visit, AlignPoint Wealth is conveniently situated. Their accessibility features make visiting their office a hassle-free experience for everyone. The recommendation to schedule appointments ensures that clients receive the personalized attention they deserve, making for a more effective and tailored financial planning experience.

Recommendation

If you're seeking expert guidance in managing your finances or looking to explore investment opportunities, AlignPoint Wealth is worth considering. Their emphasis on client satisfaction, coupled with the positive reviews, suggests a company that truly cares about the financial well-being of their clients. To learn more, explore their website at alignpointwealth.com and perhaps schedule an appointment to experience their expert advice firsthand. Don't miss the opportunity to transform your financial future with the guidance of professionals who genuinely understand and prioritize your needs.

👍 Reviews of AlignPoint Wealth - Financial Advisor Lakewood

Jordan C.

5/5

I cannot say enough good things about Nestor and the work he does through Green Mountain Planning. I would recommend him to anyone. Nestor helped me figure out my finances in ways I never would have thought of. If you are needing help in the financial planning department, do yourself a favor and contact Nestor. He's reliable, trustworthy and transparent. He's also very responsive! Again, cannot say enough positive things about Nestor and his business!

Patti O.

5/5

If you are looking for someone to help you with your financial planning Nestor Vargus of Green Mountain Planning is a very good choice. I am speaking from personal experience working with him. He has the experience & education plus all the necessary credentials, He is a Certified Financial Planner (CFP) & a member of the Nat’l Assoc of Personal Financial Advisors (NAPFA) If you are retired, like my husband & I are, & looking for someone who knows how to help you plan your finances for this stage of your life this is Nestor’s specialty area. I find him to be conscientious, hard working & ethical. I would not hesitate to recommend Green Mountain Planning.

Nicole R.

5/5

Nestor takes time to understand your needs and executes your financial plan based on what will work best for you. I feel very confident putting our financial future in his hands. I highly recommend Green Mountain Planning!