Cosner Financial Group - Windsor, Colorado

Overview of Cosner Financial Group

Cosner Financial Group, nestled at 628 Main St, Windsor, CO 80550, stands out as a reputable local finance advisor known for its personalized approach to financial planning. With a phone number of (970) 482-3922 and an accessible website at cosnerfinancialgroup.com, clients can easily reach out for guidance tailored to their specific needs. The group's specialty lies in providing financial planning services, making it an ideal choice for those looking to secure their financial future.

Location and Accessibility

Cosner Financial Group is conveniently located in the heart of downtown Windsor, ensuring that clients can visit without hassle. The office is wheelchair accessible, complete with a wheelchair accessible entrance, parking lot, and restroom. This attention to detail ensures that all clients, regardless of mobility, can receive the advice they need in a comfortable environment.

Service and Client Experience

The reviews on Google My Business, totaling 7 with an average opinion of 4.4 out of 5, speak volumes about the quality of service offered by Cosner Financial Group. Clients consistently praise the company for its kind and helpful staff, emphasizing the personalized service they receive. A common thread among the positive reviews is the group's ability to tailor financial advice to both business and personal needs, setting it apart from larger, national firms. The recommendation to schedule appointments ensures that clients can benefit from the comprehensive planning services without feeling rushed.

Recommendation for Potential Clients

For anyone in search of reliable financial planning services, Cosner Financial Group is highly recommended. The company's dedication to providing tailored solutions and its commitment to customer satisfaction, as reflected in the glowing reviews, makes it a standout choice in the local finance sector. Given its wheelchair accessibility features and the high level of attention provided, prospective clients can feel confident that they will receive personalized, expert advice to help them navigate their financial future.

👍 Reviews of Cosner Financial Group

Brittany W.

5/5

We have had an amazing experience at Cosner. As a young family trying to prepare for our future they have really helped set us up for success. Everyone in the office is kind and we like the new location in downtown Windsor. We would highly recommend them to anyone looking for Financial advisement.

Scott E.

5/5

Great local investment team that works hard to help us plan for the future and protect our assets. Service is tailored to my business and personal needs, as well as providing a higher level of attention than the national firms I have used in the past.

Bill B.

1/5

Would give a zero star if possible. This is the worst financial company I have ever worked with. Called Ryan Cosner, my advisor and the owner, at least 8 times in the past 6 months numerous emails also, trying to figure out why they haven't been investing my simple work IRA contributions over the last year. Had the same issue 3 years ago, had meeting with Ryan Cosner, he apologized and said they would get it fixed.
Obviously not! nobody ever answers the phones or calls back or replies. Terrible business!! Stay away!

They charge you to invest your money and they never invest it, just sits in cash, I could make more money in a regular bank savings account at 1%.

Moving our entire company retirement plan to someone else!

Beau W.

5/5

Amazing group to work with!! The professionalism and expertise in their office can't be beat. Thank you for all your help!!

Michelle L.

5/5

Office is clean and tidy. Everyone who works here that I have interacted with is great! Loved the festive Christmas tree and holiday decorations!

Sam J.

5/5

I’ve had nothing short of a fantastic experience. Highly recommend

Tracy E. P.

5/5