South Platte Investments & Planning - Littleton, Colorado

Address: 5777 S Rapp St STE 203, Littleton, CO 80120.
Phone: 209328560.
Website: southplatteinvestments.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of South Platte Investments & Planning

☎️209328560

⏰ Open Hours of South Platte Investments & Planning

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: 9 AM–5 PM
Sunday: 9 AM–5 PM

South Platte Investments & Planning is a financial planning company located at Address: 5777 S Rapp St STE 203, Littleton, CO 80120. They can be reached at Phone: 209328560 and their website is southplatteinvestments.com.

This company specializes in financial planning, with a focus on helping clients match their investments to their goals. Their team takes the time to thoroughly evaluate each client's financial situation and offers quick fixes, as well as guidance for achieving long-term goals. They are known for being genuinely personable and highly recommended.

Accessibility and Amenities

South Platte Investments & Planning offers a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom. They also have restrooms available and recommend making an appointment. With an average opinion of 5/5, this company has received 6 reviews on Google My Business.

Recommendation

For those seeking financial planning services, South Platte Investments & Planning is an excellent choice. Their team is highly invested in helping clients achieve their financial goals and is known for being personable and easy to work with. We highly recommend contacting them through their website southplatteinvestments.com to schedule an appointment and begin the financial planning process.

👍 Reviews of South Platte Investments & Planning

South Platte Investments & Planning - Littleton, Colorado

Mike Henehan

5/5

Norris is phenomenal! He is extremely invested in making sure your investments match your goals. He takes the time to thoroughly evaluate your financial situation and offers some quick fixes while offering guidance to achieve long-term goals. A genuinely personable guy. Highly recommend!

Zesty Deluxe

5/5

I have been doing business with South Platte Investments since it's founding. In addition, Norris Davis specially has managed my investments for almost 20 years. He has always given me good advice, and I trust him to manage my money in the good times, and the bad. He has guided me through investing after leaving a jobs, through the financial meltdown of 2008, early retirement, death of my partner and now during my full retirement.

Norris is always professional, prompt and courteous. I will be with Norris until I pass away, and I recommend him highly to everyone I know. Thank you for all your help!

Carrie Bohlmann

5/5

I’ve been using Norris for many years and what I loved when we first met was that he spoke to me in language I could understand. And he truly cares for his clients financial well being.

Anthony Venable

5/5

Norris does a great job and is very thorough. You can really see he cares and spends time with you so you feel comfortable in your investments.

Timothy Bernitt

5/5

Norris is personal and caring about myself, my family and our financial well-being. He responds quickly to my calls and emails and also is open to my input and ideas which I appreciate.

Randall Hervey

5/5

I've worked with Norris for 20 years. He's easy to contact and visit in person if I have questions. He explains everything simply. I trust his judgement.