MY Wealth Planners - Longmont, Colorado

MY Wealth Planners is a reputable financial planning firm located at Address: 720 100 Year Party Ct Suite 300, Longmont, CO 80504, United States. They can be reached at Phone: 3036003757 or through their website: mywealthplanners.com.

Specialties

MY Wealth Planners specializes in financial planning, providing expert advice on a range of topics including 401(k) planning, investment management, risk limitation, savings and tax planning.

Other Points of Interest

This veteran-owned business offers online appointments and on-site services, and is wheelchair-accessible with gender-neutral toilets. They are LGBTQ+ friendly and a designated transgender safe space. Appointments are required, but recommended in advance to ensure availability.

Reviews and Reputation

MY Wealth Planners has an excellent reputation, with an average rating of 5/5 based on 14 reviews on Google My Business. Clients have praised the team's expertise, care, and availability, noting that they go above and beyond to support their clients' financial goals.

Client Testimonial

"Daniel and the team at My Wealth Planners have been incredible in supporting my wife and family over the past few years. From 401(k) advice to maximizing investments, limiting risks, and planning for everything from savings to taxes, they've guided us through it all with expertise and care. Their service goes above and beyond—always available for questions and ready to help with anything that pops up. If you're looking for a financial team that truly has your back, this is it. Highly recommend"

Recommendation

With their expert financial planning services, wheelchair-accessible facilities, and commitment to inclusivity and accessibility, MY Wealth Planners is an excellent choice for anyone seeking financial guidance. Contact them today through their website or by phone to schedule an appointment.

👍 Reviews of MY Wealth Planners

Jesse F.

5/5

Daniel and the team at My Wealth Planners have been incredible in supporting my wife and family over the past few years. From 401(k) advice to maximizing investments, limiting risks, and planning for everything from savings to taxes, they've guided us through it all with expertise and care. Their service goes above and beyond—always available for questions and ready to help with anything that pops up. If you're looking for a financial team that truly has your back, this is it. Highly recommend!

Dusty C.

5/5

My husband and I have been working with Daniel for several years now. He has, without fail, tended to every detail of our financial goals and planning. His expertise and technical competence are second to none around, his guidance has been 100% sound, his follow through 100% complete, and his personal client interface beyond satisfactory. We feel like Daniel is a member of the family at this point and we trust him implicitly. We simply can't recommend him highly enough.

Kara B.

5/5

Dan has been extremely helpful with reducing the financial stress in my life. We began working with him in order to better meet our future retirement goals. He put together a detailed assessment of our financial health and provided clear actions to take. Not only has he provided great recommendations to meet our financial goals, but he has also taken my impact investing preferences into account and has incorporated them into our plan. We want to become more knowledgeable when it comes to investing, and Dan has been teaching us through this process. We highly recommend Dan.

Eddie Q.

5/5

Back in 2014, I relocated to Colorado because of a business acquisition of my previous employer. To help transition me into the new company, Dan took it upon himself to become my mentor, and well that mentorship quickly grew into a strong friendship. One of the most notable things is that he always made sure I had a place to go during the holidays.
Truth be told, while I was in Colorado, I was living paycheck to paycheck and worried about my future. I knew I needed guidance and who best to turn to then the person that built a strong, trusting relationship with me. Dan helped me understand where I was at financially, what it would take to get me where I wanted to go, and the importance of investigating for my retirement outside of my employer’s plan.
Now that I’m older (no grey hair) and a bit wiser, I can say I’m financially stable and no longer worried about my future. Dan is always a phone call, text, or email away if have any questions about my investments or want his opinion on something that I read online. He personalizes the experience by calling his clients every month to give them updates on their portfolio. I can say with confidence that Dan will stay my financial advisor for life.

Chris M.

5/5

I have been working with Dan for the last five years. Dan takes the time to understand his clients financial goals and performs an in depth analysis to help his clients build an effective strategy to achieve said goals. Five years ago, Dan helped my wife and I develop goals and an intentional strategy to achieve our financial goals. Today, we have achieved the majority of our financial goals. I highly recommend him as a financial planner for you!

Denny T.

5/5

Dan Yerger at MY Wealth Planners has been and is a big help with our financial planning. We had been saving well enough but had no real idea how and when we could retire. And what we needed to have to retire. Dan evaluated our needs and current expenses and but together a plan that has clear goals and accountability. We are much more confident with our plans and future now. The fees are transparent and affordable. We highly recommend Dan Yerger at MY Wealth Planners and enjoy working with him.

Office @. I. R. C.

5/5

Having known Dan for a few years now I am impressed with his integrity and his commitment to his clients. As a client that has the majority of my retirement in real estate, he could have easily passed over me, looking for the next high dollar client. Instead he accepted me as a client AND does not reluctantly give me service, but always top notch. I know he will even do the same for younger clients that are just starting out. I would highly recommend Dan Yerger to anyone. You will not be dissapointed.

Amy H.

5/5

After my longtime advisor suddenly passed, I had trouble finding a replacement. When I met Daniel though, he instantly impressed me with his professionalism, friendliness, and knowledge! He has my respect and most of all my trust in handling the dealings of my investments. I'd recommend him to anyone!