JBA Wealth Management Group - Fort Collins, Colorado

About JBA Wealth Management Group

JBA Wealth Management Group, located at 1136 E Stuart St STE 2100, Fort Collins, CO 80525, is a beacon of financial wisdom in the heart of Fort Collins. With a phone line ready to assist you at 970-223-1922, JBA is accessible for anyone looking to navigate the complex world of financial planning with confidence. Their website, jbawealth.com, serves as a gateway to understanding their services and experience.

Key Features and Specialties

JBA Wealth Management Group specializes in Financial Planning, offering tailored strategies to meet individual client needs. Their approach is centered around independent financial advice, ensuring personalized service that aligns with your unique financial goals and risk tolerance. This independence sets them apart from larger firms, providing clients with unbiased guidance without the burden of high fees often associated with mainstream financial advisors.

Accessibility and Convenience

For those who value accessibility, JBA's location is equipped with a wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients, regardless of mobility, can visit conveniently. Their commitment to inclusivity is reflected in their welcoming environment.

Client Satisfaction and Experience

Clients have left glowing reviews on Google My Business, with an average opinion of 5/5. Testimonials like one from a long-time client highlight the exceptional service provided by Tami and the team at JBA. With over 25 years of experience since 1997, they've helped many plan for a comfortable retirement. Such experiences underscore JBA's reputation for achieving high rates of return while offering personal service and competitive fee structures.

Recommendations for Prospective Clients

For anyone considering financial planning, JBA Wealth Management Group is highly recommended. It's advisable to schedule an appointment to discuss your specific financial goals and how JBA can help you achieve them. Given their track record and the positive feedback from clients, it's clear that they are dedicated to helping individuals like you build a secure financial future.

👍 Reviews of JBA Wealth Management Group

J P.

5/5

I've been with JBA since approx 1997 and can't say enough about Tami and the staff at JBA. After interviewing many national financial firms, JBA was by far the best choice. As an independent financial advisor, JBA is able to provide personal customer service while achieving expected rates of return based on client risk levels. ALL without the exorbitant fee structures of the major financial advisor firms. I was very fortunate to find JBS as they enabled me to comfortably retire in 2013 at the age of 48. Thx, Tami..!!!

Joseph P.

5/5

I cannot say enough good things about JBA. Everyone there is extremely kind and they actually care about you and your future. They go so far as to send birthday cards every year! If you want a local company to manage your money AND make you money, I HIGHLY recommend JBA. I am the second generation in my family to use JBA and based on how my parents are living now, I can safely say they know what they are doing. Shoutout to Tami and Jacob for being rockstars and explaining their thought process behind every trade and answering all of my dumb questions. A+++++

Tamara P.

5/5

I have been a client for years and have been delighted with the returns. The team is also very patient when I have a million questions and if I am uncertain about a financial decision they calmly walk me through the pro's and cons. JBA will be my financial partner for life.

Rick B.

5/5

Very thorough overview of financial plan. Have been working with them for years.

Heather H.

5/5

Levi D.

5/5