Wambolt & Associates - Littleton, Colorado

Marilyn K.

We were introduced to Wambolt and Associates December 2018. We feel that Wambolt is
Professional and yet extremely personable. They have high standards in reaching our financial goals.
Cindy and Regina were so helpful in transitioning our financial assets from our old advisor to Wambolt and Associates. We had our quarterly review recently and we had written down numerous questions and Cindy had answered all questions before we had asked them. We highly recommend Wambolt and Associates to anyone looking for a financial advisor. We feel like they are more friendly and personable than a large nation wide company.

Kristin M.

I have been working with Cindy Alvarez and her team at Wambolt for several years and am very pleased. They are all responsive, organized, well informed and a pleasure to work with. Cindy has a calming voice, is someone with high integrity and is trustworthy. The team at Wambolt has been committed to my financial success and I highly recommend!

Kathy E.

We were referred to Wambolt & Associates after a very bad experience with another financial company. They took us under their wing and have been a breath of fresh air. Cindy Alvarez and her staff are wonderful to work with, they have helped us and continue to help us through the mess we were in. They are in constant contact with us, we do annual reviews and have worked on and off throughout the years as the need arises. They are always available and have reached out to our family and friends in such a professional manner, we recommend them to anyone that asks, they have referred us to their tax preparation partner and we other partners as the need arises. They are the best, please do not hesitate to reach out to them for any of your financial needs.

Ronald S.

In the world of Financial Advisors, what’s most important involves knowledge and trust. It’s for these reasons that Wambolt and Associates has been my investment partner and advisor for over 25 years. Greg and his team strive to understand each client’s individual needs and goals. From Financial Planning, Investment Management, Tax and Estate Planning, and designing Insurance Policies to protect one’s family and financial security, Wambolt and Associates has provided my family with the right advice at the right time. Their desire to earn your trust is second to none – and they prove it every day.

In recent years, Greg has taken our relationship to a new level - as he helped me and my business partners establish a funding strategy for the launch and operation of our company. Today, our business is flourishing, and we owe Wambolt and Associates significant gratitude for pointing us to the right model, introducing us to his network of Investment, Tax and Credit specialists, and building 401(k) Plans and Insurance Policies to benefit our employees. More than a trusted advisor – Wambolt and Associates is my personal and business wealth management partner!

Matthew D.

The advisors at Wambolt Wealth have been helping me and my family manage my finances for a couple of years. They are great at addressing my concerns and they help me stay disciplined, especially when the markets are erratic. With such weighty decisions tied up in financial planning, especially during a recent job change, I appreciate having Wambolt & Associates as my wingman, pointing out different angles and solutions to my financial goals. I highly recommend the firm to family and friends.

Cliff G.

I began working with Greg Wambolt over 25 years ago with some very simple asperations. Since that time I've started a business which I grew to the point of creating an ESOP for my Employees. Along the way Wambolt and Assoc. has helped to usher my family into financial security. This has included a CPA for our company, setting up trusts for my wife Bobbi and I. His legal team has helped with several Real Estate acquisitions, and finally created a very comfortable retirement plan so that we can enjoy the rest of our lives without worrying if the money would ever run out. Greg is backed by a wonderful team that have worked closely with us over the years, however I've never found a moment when Greg was not available for consult.
If you ever go to their offices, they make a darned good cup of coffee,
Needless to say, I highly recommend Wambolt and Assoc. regardless of your size for excellent financial planning, today and long into the future.

Sheree T.

Cindy Alvarez is hands down the best financial advisor I’ve ever had the pleasure of working with. Her knowledge is impressive and her honesty is refreshing. She truly cares about her clients and takes the time to listen to their financial goals and helps achieve them. She takes complex financial topics and explains them in a clear, understandable way. She is trustworthy, smart and easy to work with.

Nick Y.

Our family has been working with Wambolt’s and Associates for many decades. They take the time to understand our needs for the short, medium and long term. The financial plans they lay out before us on a regular basis keep us on track for our goals and help us understand where we should be more and less aggressive. My wife was always nervous about money management and investing and was afraid to sound stupid. Once she had the opportunity to sit down and go through a financial plan, she was no longer nervous and became confident. Not only are they great at explaining how things work, they are great at advising as well. We consistently beat the market!

We have recommended to our personal friends and family that they should work with Wambolt’s team and will continue to do so. We have learned so much from them which has taken the guess work and the scary out of money management and investing. Do yourself a favor and give them a call!