Graylark Financial - Longmont, Colorado

Ann B.

My experience in moving my investments to Graylark has been nothing but superior. Communication is clear. If I don't know something, Brian is more than happy to explain in however many ways I need to hear it so that I "get" it. I have had great communication with his assistant, Melissa. She is very helpful too. Just love the culture of kindness and helpfulness I feel with Graylark Financial. I highly recommend them.

Nichole K. B.

Brian has a reputation for being incredibly caring and personable, and I can see why! From my very first meeting, he made me feel comfortable and understood. He took the time to really listen to my financial goals and concerns, and I was impressed by his knowledge and ability to explain complex topics in a clear and concise way. I especially appreciate his kind, positive demeanor and willingness to answer all my questions. If you're looking for a financial planner who will treat you like a person, not just a portfolio, I highly recommend Brian at Graylark Financial!

Katie H.

It is hard to find companies you can trust today. However, Graylark is a company of integrity. I trust them 100%. Brian is so knowledgeable, patient, and honest. He has given me solid advice for years, and I’ve seen returns because of it. My husband and I have gone through lots of change in the last year, and Brian has helped us by building a financial and retirement plan and providing wonderful guidance as we navigate career changes. His team is also amazing! I always receive quick answers to my questions or needs. Thank you for everything!

Jeanette T. -. R.

We met with Brian Gray to look at our financial picture. He listened intently to us as we described not only our financial plans, but also he heard our personal concerns. Such a rare occurrence to work with someone so exceptionally knowledgeable in the world of finance, who truly cares about the individual. We will recommend Brian Gray often and without hesitation.

Nina K.

I am so grateful we took that step to go to a class on retirement/financial planning with Brian. A no pressure approach was just what we needed. Brian and his team of caring experts, have been so patient and helpful with our questions and needs. It gives me peace of mind to know that an expert, who cares, is watching over our investments in our best interest. Don't beat yourself up for your lack of knowledge, starting 'too late' or feeling inadequate in the financial realm. Meet with Brian and he will answer any and all questions. My only regret is not partnering with Graylark Financial sooner. We are now on a great path to secure finances for a long retirement.
Thank you Graylark!!

Sandra S.

Brian Gray and his staff at GRAYLARK Financial are simply the best! There's just no other way to say it. Our investments are secure, growing, and managed, and we have full confidence that the group at GRAYLARK has our best interests at heart. They keep us apprised of what's happening in the financial landscape (education is key); what's changing and how that may affect us, tips for managing our money, goal setting, etc. And if we have questions, they are prompt to respond.

Brian, Melissa, and Ashley care about our financial success, but moreover, they care about us personally. They take the time to get to know us, what's important to us, what our financial goals are, and how they can help us achieve those goals. We are fortunate and blessed to have found GRAYLARK Financial.

-Chuck and Sandy

Tom P.

Patti and I took a class from Brian several years ago and have been thankful ever since. The financial knowledge, insight and expertise Brian has is amazing and has been essential to our being where we are financially. Thank you Brian for letting us be your client.
Tom & Patti