BAM Advisory Group - Lakewood, Colorado

Cookie B.

We have been BAM Clients since March 2021. David is the first fiduciary advisor that we have worked with, and it does indeed make a difference. The guidance and recommendations that we receive are personally tailored for us. Versus us being put into a category and offered a company product that matches. David ensures that we fully understand any product recommendation that he makes. We are never rushed or pressured into making a decision.
Now that we are newly retired, it is reassuring to know that someone with David's financial expertise is actively managing our portfolio with our best interest in mind. Customer service is above and beyond. I appreciate Jack's assistance with the Client Portal; the ability to see all of our documents and assets in one place (even those not held by BAM) is a great feature. We wholeheartedly and with great confidence recommend the BAM Family!

Sonia N.

We've been clients with BAM for about 5 years, and we are 100% satisfied with their competence, responsiveness, and product portfolio. Our experience is rich with multiple financial advisors and big firms. BAM by far stands out with their superior customer service, reliability, and trust-worthiness. I especially appreciate Kristy's diligence and accuracy, David's superior knowledge while personalizing portfolios to our preference, and Jack's professionalism and dependable customer service. We look forward to many decades of growth together and we thank each BAM team member for their outstanding work.

Lana S.

After retiring several years ago, my husband and I engaged the services of BAM Advisory. Initially, we sought their assistance with tax planning, but their services have far exceeded our expectations. They have developed a comprehensive financial plan tailored to our specific needs and objectives, ensuring our successful retirement. Beyond their expertise in financial planning, BAM Advisory has demonstrated a genuine interest in our lives, taking the time to understand our aspirations and circumstances. For individuals seeking a comprehensive financial advisor who provides not only advice but also meticulous portfolio management, Bam Advisory stands out as an exceptional choice.

Bernie S.

After having successfully self-directed our financial plan for many years, we interviewed multiple financial advisors in early 2024 to move forward into retirement and ultimately choose BAM Advisory Group. We have been very pleased with our decision. Although the financial guidance, recommendations, & discussions have all been top notch, what has really impressed us is the team that David has assembled at BAM. In addition to David, we have interacted with Jack, Megan, Nick, Amelia & others and truly feel that the entire BAM team always have our best interests in mind. We look forward to a long relationship with BAM and highly recommend them.

Cass Y.

We have been clients of the BAM Advisory Group for several years now. They have served us very well both professionally and personally. We realized we needed help with our financial planning and didn't know where to turn. We are so happy we chose to place our trust with BAM. We hope to have this relationship for many years to come.

Jennifer P.

We have worked with David Afraimi and the BAM Advisory team for over 9 years. They provide us with extraordinary services and continue to assemble the best financial plans to meet our retirement goals. The BAM Advisory Group will constantly collaborate with you to provide their expertise and guidance in the areas of income design, investment strategies, tax mitigation, healthcare planning and legacy. The positive relationship that we have with David, Jack and the entire BAM team is one that makes us feel like they always have our best interests in mind. We would highly recommend BAM Advisory Group. They continue to help us accomplish our financial goals which has empowered us to follow our retirement dreams.

Clare B.

In just over six months of choosing BAM Advisory Group, they have provided me the guidance I needed to secure my financial future with confidence. They empowered me to make decisions on legacy planning and health care that I had not considered previously. I trust the entire BAM Team to look out for my best interest as I start a new chapter in my life.

John A.

I have been a client of BAM for about five years now. During that time, I feel like they've done a good job of reallocating my portfolio to minimize my risk, and to take advantage of the growth in the market. They have helped me to understand the tax ramifications of my investments, which has led me to convert some of my IRA to a Roth IRA to take the tax hit now rather than in the future, where the tax laws may change. Their staff is professional, and David has a vast wealth of knowledge.

I haven't invested in everything they've suggested. You need to do your own research and see if a particular product is right for you. But in the end, they respected my decision. Overall I am very happy with the service that I've gotten from BAM.