IMPACTfolio® - Denver, Colorado

Address: 44 Cook St #100, Denver, CO 80206.
Phone: 42183800.
Website: impactfolio.co
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of IMPACTfolio®

☎️42183800

⏰ Open Hours of IMPACTfolio®

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Introduction to IMPACTfolio®

IMPACTfolio® is a prestigious financial planning company located at 44 Cook St #100, Denver, CO 80206. This reputable organization, which can be contacted by phone at 42183800, specializes in providing comprehensive financial planning and portfolio management services. Their dedication to their clients' financial well-being is evident through their impressive online presence at impactfolio.co.

Specialties and Additional Information

At IMPACTfolio®, the team focuses on financial planning, helping clients navigate the complexities of their financial lives with ease and confidence. What sets this company apart is its commitment to providing exceptional service, as demonstrated by its various points of interest, including being a women-owned business, offering online appointments, providing onsite services, and ensuring a wheelchair accessible environment. The company also prides itself on being LGBTQ+ friendly and a transgender safe space.

Customer Reviews and Average Opinion

With a strong reputation, IMPACTfolio® has garnered 13 reviews on Google My Business, earning an impressive average rating of 5/5. Clients consistently praise the company for its professional and personalized approach to financial planning. One notable review highlights the expertise and guidance provided by Julie and Scott, who have helped a recently retired physician and their wife efficiently navigate the retirement planning process. This glowing endorsement is just one example of the positive experiences clients have had with IMPACTfolio®.

Why Choose IMPACTfolio®

IMPACTfolio® stands out in the financial planning industry due to its dedication to individualized attention, comprehensive services, and commitment to creating a welcoming and inclusive environment for all clients. With a strong track record of success and a team of knowledgeable professionals, IMPACTfolio® is the ideal partner for anyone seeking expert guidance in financial planning and portfolio management.

Recommendation

If you are in search of a reliable and experienced financial planning company, look no further than IMPACTfolio®. To learn more about their services and how they can help you achieve your financial goals, visit their website at impactfolio.co or contact them directly at 42183800. Don't miss the opportunity to work with a company that has earned a stellar reputation for excellence and personalized attention. Take the first step towards securing your financial future today by reaching out to IMPACTfolio®.

👍 Reviews of IMPACTfolio®

Pierre O.

5/5

I am a recently retired physician and cannot speak highly enough of Julie and Scott. They have helped my wife and I navigate smoothly through the increasingly complex process of retirement planning. We have been working with them for several years and have developed a great deal of confidence in their financial planning and portfolio management services.

Scott T.

5/5

We began working with Rebecca in 2014 to develop a financial plan as we neared retirement. Her insight into our finances and thoughtful investment strategies has been comforting.

IMPACTfolio’s strategy of investing in ESG funds was not the reason we followed Rebecca, but since we made the change in March 2021 we have achieved similar results to past investments in non-ESG funds while also feeling better about the governing principles of the companies we are invested in.

Susan O.

5/5

IMPACTfolio is exactly the financial advisory firm I had hoped to find. In addition to the requisite investment analysis and oversight, the firm prioritizes values investing hand in hand with profit-making. Rebecca Kennedy’s exceptional facilitation skills helped us through what can be a stressful process to develop a financial life plan that works. Highly recommended.

Lisa G.

5/5

Impactfolio has made it easy for us to plan for retirement with solid, down-to-earth advice. Rebecca is always quick to respond to questions and more than willing to meet to explain things and discuss options.

Charles

5/5

My wife and I contacted Rebecca Kennedy when we were thinking about our lives in retirement. We were nowhere near where we needed to be when we met for the first time, but after instituting the changes that Rebecca recommended over the next 2 years, we were able to become confident that we would never become a burden on our kids, even if we make it to our 9th decade. Rebecca took the time to listen to our needs-health, security, travel, and helping our kids-and her advice was reasoned, reasonable, and well worth our time and money.

Randy D.

5/5

Scott has been helpful, fair, and honest from day one. He's always happy to help with whatever I need and has never once made feel unimportant. I highly recommend him and Impactfolio as a whole!

Tess P.

5/5

So happy to entrust IMPACTfolio with my retirement plans. Scott is always super helpful and responsive with any questions, concerns, or advice. I couldn't recommend them more.

Carrie H.

5/5

I cannot recommend this team enough. They provide a very thorough, thoughtful, comprehensive and tailored approach to our unique situation. Their flat fee rate is transparent and makes sense to me, and delivers so much value. I am very confident we are on track to meet our financial and estate goals, thanks to IMPACTfolio.