APO Financial Westmoor Dr, Westminster

APO Financial Reviews

• D

  Dennis Petersen
  5

  My wife and I have been clients of APO for nearly 7 years. Brian and John were instrumental in establishing a long-term financial plan for our retirement which provides a level of financial security that is standing the test of time, even during the turbulent economic times. John's advice concerning estate planning was instrumental component of our retirement plan as was his investment advice. Our semiannual meetings with Brian continue to be invaluable in making decisions concerning management of assets, decisions about long-term care insurance and planning for transitions of life for the future. I now have peace of mind that APO will be diligent in providing future financial advice and direction for my wife in my absence. I highly recommend the team at APO Financial for helping you plan your financial future as you move towards retirement.

  Response from the owner

  Thank you Dennis. It's been a real pleasure helping you and your wife through your retirement. Here's to many, many more happy years!

• L

  Louise Babbel
  5

  My husband and I have had a tremendous experience with APO Financial. We have been with them approximately nine years and have complete trust in their expertise in managing our retirement needs. We feel that they are always looking out for our best interests and are always available to answer our questions and meet with us whenever the need arises. The whole APO team are friendly and have met our financial needs in every way. They are great!!!

  Response from the owner

  It's been an honor working with you and Tim. We'll always be here for you. Thank you for your kind words.

• L

  Lynne F
  5

  I have worked with Ray at APO for a few years now. He has been an enormous help to me as I approach retirement. He explains everything thoroughly, is extremely knowledgeable and delights in educating me. Ray also went above and beyond to support us during a family crisis helping us locate resources and then following up to make sure all went well. I feel better positioned to enter retirement. Ray listens and readjusts plan to meet my needs. I recommend him highly.

• S

  Steve Justus
  5

  I became a client because they had a very clear and well-thought out plan for making sure I will have enough money to retire on without being concerned that I will run out. The firm is focused on preserving your wealth during down times, so if you believe (as I do) that we're in for a bear market for the next few years you should seriously consider signing up with APO Financial. They listen to what you want to accomplish and present detailed plans to how to accomplish those goals. It's well worth your time to at least check out what they offer, as it is not the same as most firms that are looking to sell you investments.

• B

  Barbara Sullivan
  5

  APO Financial takes care of my investments and have helped me plan for retirement. They care about your well being and actively listen to you to help you achieve your goals financially and personally. It is great to work with a company that treats you as more than just a client.

• J

  Julie Jones
  5

  We found APO very attentive and professional to our financial goals, in the time frame we needed and sensitive to our personal tolerance for portfolio Risk, not dependent on our current net worth. After having interviewed a number of other firms over the past few years, since first meeting APO and having followed some of the recommendations presented in their few weeks course, we decided on establishing a fiduciary relationship with them. April 2022

• P

  Patti Moore
  5

  From the administrative staff to the advisors, they each care that your needs are understood. The advisors are knowledgeable about financial strategies that help them build a financial plan that meets your expectations. They are genuine and honest and the only way I could have a financially sound future was because of their advice. Only have great things to say about the entire team.

• E

  Emmett Evanoff
  5

  We have been working with APO Financial for several years and have found their service excellent. They are very approachable, explain the ins and outs of retirement finances, and do their best to find the best financial policy for their clients, at least for us.

• J

  Jeff Sehn
  5

  Excellent customer service and a wide offering of services. They have referred us to third party partners for health insurance for my wife and a Medicare Specialist for myself. They have also given us several options to assist with long term health care expenses. We have been very pleased with their wealth management services and highly recommend APO.

• T

  Ted Scambos
  5

  The APO team is responsive and knowledgable, and we've felt like our outlook for stepping back from two careers is secure,, when that happens. We're especially impressed with their advice and insight in the markets, finance, and money management that they provide.