Concerto Financial Partners - Colorado Springs, Colorado

Address: 4783 Farmingdale Dr Suite 245, Colorado Springs, CO 80918, United States.
Phone: 7196383451.
Website: concertofinancial.com
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Identifies as women-owned, Language assistance, Wheelchair accessible seating, Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Washroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Concerto Financial Partners

☎️7196383451

⏰ Open Hours of Concerto Financial Partners

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

Concerto Financial Partners, located at Address: 4783 Farmingdale Dr Suite 245, Colorado Springs, CO 80918, United States, is a financial planning firm that prioritizes its clients' needs. With a phone number: 7196383451 and website: concertofinancial.com, this veteran-owned and women-owned business offers language assistance, wheelchair-accessible seating, entrance, and parking lot, washroom, and appointments are recommended.

Expertise

Concerto Financial Partners specializes in financial planning, and their team is committed to helping clients achieve their financial goals. They take the time to understand each client's financial situation, goals, and concerns, ensuring that they feel confident in the decisions made.

Client Testimonials

Clients have praised Concerto Financial Partners for their knowledgeable, professional, and genuinely committed approach. One client said, "I can't recommend Rebekah highly enough as a financial planner. From our very first meeting, it was clear that she is exceptionally knowledgeable, professional, and genuinely committed to helping her clients achieve their financial goals."

Another client mentioned, "Rebekah took the time to thoroughly understand our financial situation, goals, and concerns. She is patient, always available to answer questions, and ensures that we feel confident in decisions made. My partner and I appreciate her transparency and the fact that she always keeps our best interests at heart."

Recommendation

Concerto Financial Partners is an excellent choice for those seeking financial planning services. Their expertise, commitment to clients, and accessible location make them an ideal partner for anyone looking to achieve their financial goals. Contact them today through their website or phone number to schedule an appointment.

👍 Reviews of Concerto Financial Partners

Concerto Financial Partners - Colorado Springs, Colorado

Rhianna

5/5

I can't recommend Rebekah highly enough as a financial planner. From our very first meeting, it was clear that she is exceptionally knowledgeable, professional, and genuinely committed to helping her clients achieve their financial goals.

Rebekah took the time to thoroughly understand our financial situation, goals, and concerns. She is patient, always available to answer questions, and ensures that we feel confident in decisions made. My partner and I appreciate her transparency and the fact that she always keeps our best interests at heart.

Dawn Benavides

5/5

When my husband decided he wanted a divorce, it was the most stressful experience of my life. I had stayed home raising our kids while he'd built a successful business and I knew very little about our finances.

Unfortunately, when it came time to negotiate, he wasn't very forthcoming. He hid money, misrepresented his income and didn't want me to hire my own attorney.

If it weren't for Greg and Rebekah at Concerto Financial Partners I don't know where I would be now.

They helped me put all the financial pieces together and assisted with every step before, during and after the divorce. They ran lots of financial projections under different scenarios to ease my concerns and demonstrate that I would be able to come through everything ok. They even recommended some very experienced lawyers and an awesome CPA. in short, they made a very difficult process much easier to get through. Greg even went with me to the meetings with the attorneys to analyze each offer and explain the ins and outs to me.

If you are looking for an experienced financial planner to help you navigate a divorce, I highly recommend Concerto Financial Partners!

Tabitha Hughes

5/5

I cannot recommend Greg and Rebekah at Concerto Financial Partners highly enough to anyone in search of top-tier financial services. Their advice is not only of the highest quality, but it is delivered with an unparalleled level of professionalism and profound knowledge, empowering you to make informed financial choices. For a team that is genuinely invested in your success, choose Concerto Financial Partners.

Steve Spangle

5/5

From my personal experience watching my mother-in-law navigate the complexities of finance after a significant life change, Concerto Financial Partners stands out as a beacon of support and expertise. Like many thrust unexpectedly into financial decision-making, she was overwhelmed. However, Greg and Rebekah at Concerto Financial Partners transformed her trepidation into confidence. Rebekah, in particular, has an extraordinary talent for distilling complex financial concepts into clear, understandable advice. Their proactive and compassionate approach tailored to her unique situation has been remarkable. Their dedication to explaining the intricacies of investment management and financial planning in a digestible manner has made all the difference. While my current investments are managed through my workplace benefits program, the exceptional service and personal care provided by Concerto Financial Partners have made me a certain future client as I approach retirement. To anyone seeking financial clarity and a team that prioritizes your financial well-being with both skill and empathy, I wholeheartedly recommend
Concerto Financial Partners.

Marc Sabin

5/5

Rebekah and Greg are a team that is open, responsive, and effective in addressing the needs of their customers. They have a unique ability to answer the question that the customer asks rather than the question they think the customer should have asked. They do the hard work of analyzing the options and alternatives of the market in preparing recommendations responsive to the customer’s objectives and desires. They have committed to performance and delivered on that performance time and again. We highly recommend them. Marc & Helen Sabin

greg segura

5/5

Rebekah VonBerg is a true professional and I know we really appreciate her work ethic and most of all her Customer Service.

Very knowledgeable on financial matters and I trust her 100% that she will contact me with any changes to my accounts.

Thank you Rebekah for all you do!!