Baskin Financial Planning - Colorado Springs, Colorado

Address: 12674 Woodmont Dr, Colorado Springs, CO 80921, United States.
Phone: 7192031462.
Website: baskinfp.com
Specialties: Financial planner, Financial advisor.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Baskin Financial Planning

Baskin Financial Planning 12674 Woodmont Dr, Colorado Springs, CO 80921, United States

⏰ Open Hours of Baskin Financial Planning

  • Monday: 8 a.m.–5 p.m.
  • Tuesday: 8 a.m.–5 p.m.
  • Wednesday: 8 a.m.–5 p.m.
  • Thursday: 8 a.m.–5 p.m.
  • Friday: 8 a.m.–5 p.m.
  • Saturday: Closed
  • Sunday: Closed

Baskin Financial Planning is a reputable financial planning and advisory firm located at Address: 12674 Woodmont Dr, Colorado Springs, CO 80921, United States. They can be reached at Phone: 7192031462. Their website can be accessed at Website: baskinfp.com.

This esteemed firm specializes in financial planning and advisory services, with a team of experienced professionals dedicated to providing personalized financial solutions. Their areas of expertise include financial planning, investment management, retirement planning, and tax planning.

Baskin Financial Planning offers several convenient features for their clients, such as Online appointments, Onsite services, and Wheelchair-accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, and Wheelchair-accessible washroom. They recommend making an appointment, which can be easily done through their website.

Their office is situated in a prime location in Colorado Springs, CO, making it easily accessible for clients in the area. They have received numerous positive reviews, with an Average opinion: 5/5, based on 24 reviews on Google My Business.

👍 Reviews of Baskin Financial Planning

Baskin Financial Planning - Colorado Springs, Colorado
Emily Hamric
5/5

Erik is amazing. I did my free intro call with him and was throughly impressed with his knowledge and how he could walk me through my options and different scenarios (he was helping evaluate home buying finances and opportunities). Erik was instrumental in guiding me through a review of my finances and what would make most sense for me moving forward. He was able to throw an excel spreadsheet up on the screen so I could see it all clearly in front of me. I will definitely be reaching out again when I need further financial advice. I would highly recommend Erik to anyone and cannot emphasize enough how comfortable and confident I felt in our conversation!

Baskin Financial Planning - Colorado Springs, Colorado
Dylan Abood
5/5

I've followed Erik since he was just starting his business from BLUF Finance, to his podcast, and on to Baskin Financial Planning. His insight, tools, and support have been instrumental in my family's financial growth and security. I have learned a great deal from him on a variety of topics. Erik is highly competent and trustworthy. I recommend his services and podcast to anyone I meet, especially current and former military members.

Baskin Financial Planning - Colorado Springs, Colorado
Kayla Rozo
5/5

Working with Erik has been incredible. He is patient, down to earth, and knowledgeable. Integrity is a huge part of his business model which can be seen in countless ways. 10/10 recommend whether you're starting your financial journey or extremely far into it!

Baskin Financial Planning - Colorado Springs, Colorado
Mat Sheldon
5/5

Having used him for over a year, I can confidently say that I trust Erik as a planner. Previously I used Edward Jones and Fidelity and found that my returns were not nearly as strong and eventually you got lost in the mix, became just a number, and the fees in those big companies were not transparent. Erik’s fees have been reliable and easily understood since day one. They don’t balloon up or do anything unexpected. Returns have been well worth the money paid, to date. Erik has a small enough company that I feel he is readily familiar with my goals and standings if I called him out of the blue to ask a question. His expertise in military finance is the cherry on top. Highly recommend.

Baskin Financial Planning - Colorado Springs, Colorado
Matt Eberhart
5/5

Erik is fantastic to work with. He’s knowledgeable, mature, diligent, and patient. I trust him and value his judgment. I was reticent to hire an advisor but decided it was finally time to optimize and have professional advice in managing my portfolio. It was a great decision to go with Erik.

Baskin Financial Planning - Colorado Springs, Colorado
Angel zelaya
5/5

We have been working with Baskin Financial Planning for about a year now, and have been super grateful to have Erik as our family's financial advisor. He not only looks at retirement planning, but assists in analyzing our family's goals, whether that be this year, 3-5 years, or onward.

He is not like other financial planning firms trying to sell anything or gain anything from working with his clients. He truly cares for each client, and is willing and able to propel our family's financial success to achieve our goals faster. Highly recommend him to anyone looking to advance their financial position, or have someone that can provide honest, reliable, and sound advise.

Baskin Financial Planning - Colorado Springs, Colorado
Emily Nader
5/5

Erik has been incredible to work with! He really does have your best interest at heart, he is very genuine, and will truly go above and beyond. You can tell he is passionate about what he does and about helping others. There’s so much I didn’t know about finance, taxes, starting my own business, repaying student loans, etc. and Erik is a wealth of knowledge. He is up to date about policies and current events - and will help guide you in the right direction! Highly recommend working with Erik to anyone I know!!

Baskin Financial Planning - Colorado Springs, Colorado
Dave
5/5

Erik’s expertise when it comes to your financial future is unparalleled. He is extremely personable and always has your best interest in mind at all times. You can expect his full attention when you work with him. 100% recommend!

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