Four Points Wealth Management - Greenwood Village, Colorado

Four Points Wealth Management Overview

Four Points Wealth Management is a distinguished financial planning firm located at 6400 S Fiddlers Green Cir Ste. 100, Greenwood Village, CO 80111, offering comprehensive financial solutions to cater to the diverse needs of its clients. The firm can be contacted via phone at 39109751 or through their user-friendly website: fourpointswealth.com.

Specialties and Services

The core specialty of Four Points Wealth Management lies in providing financial planning services, tailored to help individuals and families achieve their financial goals efficiently. The company specializes in offering online appointments and onsite services, ensuring convenience and accessibility for their clients. Additionally, the firm boasts a wheelchair accessible entrance, parking lot, and restroom, further enhancing its commitment to providing inclusive services.

Opinions and Reviews

With an impressive 5/5 average opinion rating, based on 11 reviews on Google My Business, Four Points Wealth Management has garnered a stellar reputation for its exceptional services. Clients consistently praise the firm for its solid financial technical skills and understanding of clients' unique needs, showcasing the firm's commitment to personalized financial planning. One notable review highlights the advisor's emotional stress management during volatile market times, reflecting the comprehensive support provided by the firm.

Final Recommendation

If you are seeking a reputable and client-centric financial planning firm, Four Points Wealth Management is an excellent choice. The firm's dedication to personalized financial planning, combined with its convenient online appointment system and accessible location, makes it stand out in the wealth management industry. With a proven track record of success and an impressive average opinion rating, Four Points Wealth Management is highly recommended for anyone looking to secure their financial future. To learn more or to schedule an appointment, visit their website or contact them directly at 39109751.

👍 Reviews of Four Points Wealth Management

Kay F.

5/5

Why do I work with Taylor among all other wealth management advisors? Because he cares about the well-being of his clients. Beyond his solid financial technical skills, he understands our needs depending on the stage of our lives. Whether it's the financial growth, stability, or sometimes emotional stress management during the volatile market. He is there for us. I trust him as my wealth advisor. Thank you, Taylor!

Courtney C.

5/5

Taylor at Four Points Wealth Management is amazing and knowledgeable. He has provided the tools we need to navigate the financial maze. I highly recommend Taylor and his team. If you are looking for a team to make your goals come to life, Four Points Wealth Management is the company you want to work with. My husband and I look forward to continuing to work with them.

J. L.

5/5

My relationship with Taylor L. started 8 years ago.
Over those years I have come to know him very well. He is very good at his job! He is honest, trustworthy, humble & very likeable.
When he left the large brokerage he was with to start Four Points it was a no brainer! I moved my account to Four Points. My portfolio was doing great. I did not want to loose him. He was so modest, approachable & answered any questions. No question to dumb to ask.
When my wife retired she rolled over her 401k with Taylor. She had met him multiple times, liked him & trusted him.
I am so glad he suggested putting part of my roll over into an annuity with a guaranteed lifetime draw. (I would strongly suggest this for everyone) I am flabbergasted at my monthly lifetime payout after just 8 years. It is a game changer for us.
I almost left my 401k in my employers account account because I thought it was too small for a brokerage. Do not do that! Taylor treated us like we were wealthy clients & now thanks to him our money has grown and we are doing great in retirement.
The cost of managing money is much less at Four Points than large brokerages.
Taylor has a young family he loves & adores, & we feel like family too!
I hope you choose Four Points! Taylor will educate & take great care of you!

Bev M.

5/5

When I first met with Taylor, one of the things that I noticed right away about him was how knowledgeable he was with his business. Coming from a non-savvy financial person, he was able to break things down for me in a manner which was easy to understand. He has his client's best interest at heart and is passionate about what he does. I can't recommend Taylor enough!

Kay F.

5/5

Taylor works with me with my longer term financial goal always in mind. He is my levelheaded advisor who brings the focus back to the strategic financial goal. He welcomes ideas, questions and open to new thoughts. Wealth management can be a very emotional business, but with Taylor on my side. I'm in good hands.

Mickey J.

5/5

We first got with Taylor a little over 6 years ago when I was preparing to retire and my wife had just retired. It has been a great relationship and I think we have kept our investment and perhaps added a little, even after the RMD's. Taylor is not only our financial guy, but also a friend. We always start our our meetings with how he and his family is doing and how we and our kids and grand kids are doing. It is that kind of relationship that makes me feel good and confident about the financial advice he gives us. Never high pressure but "I have this that I think you might be interested in" approach that I love.

John C.

5/5

Taylor is a top notch investment advisor. He keeps us informed about our investment strategy and options for meeting our goals. He is very intelligent, friendly and a pleasure to work with. Best of all he's a CU Buff.

Kent F.

5/5

Working with Taylor at Four Points WM is great. We worked together to develop a strategy, and he took care of the details to meet the strategy. He is personable, professional and listens to my needs and goals. My expectations are always met, and financial goals exceeded. I am very pleased!