CayDen Wealth Management Arista Pl, Broomfield

CayDen Wealth Management Reviews

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  Rich Adams
  5

  Shane and Dan at CayDen Wealth Management have been phenomenal partners to our family for nearly 2 years. They have helped us put together a comprehensive financial plan that is allowing our family to properly plan for the future, and set us up for success. We enjoy meeting with them every time we get a chance, and they are always bringing new insights and information to our discussion to continue to set us up for success. What I love about working with them is they aren't just here to point us to different investments, they took the time to understand our full financial picture, and put together a plan the serves both the current and future needs. We are so happy that we found Shane and Dan, and are excited for the future of our amazing partnership. If you are looking for financial advisors who will take the time to get to know your situation and build a plan that is best for you and your family, these are the guys. If there was a 6 star option, they have earned it.

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  Maverick Churchill
  5

  CayDen wealth management has been great to work with. They have a philosophy that follows many of the great all time investors while still staying open minded and creating an environment where they can keep the emotion out of the business. From business planning, estate planning suggestions, and investments they have a very broad range of knowledge and if they do not know something they find out and are very good about getting back to me. Communication is great, which is hard to find with most professionals that I have worked with. I would strongly suggest working with CayDen based upon their knowledge, professionalism, communication, and down to earth working relationship, great people and great company.

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  Savanah A
  5

  CayDen Wealth Management makes budgeting, saving, and investing for my future easy! Both Shane and Daniel have been super awesome to work with. They helped me formalize my goals, create a budget, create a savings plan, an investment plan, and an action plan to implement everything. And best of all, they follow up with me on what I’m supposed to do to make sure I’m making steady progress towards my goals.

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  Josh S
  5

  Great personal experience with Shane and Daniel. They ALWAYS respond to questions in a timely manner unlike most financial advisors. They give great advice for both personal and business financial situations. They cater to the customers timeline of availability and give their honest opinion and guidance for both our personal and business decisions.

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  Ariana Armijo
  5

  Personal finance, investing and financial planning was hard for me to completely understand and do as a single mother, but I know it’s necessary for what I want for my life. CayDen Wealth Management, Shane and Daniel made it so much easier than I thought it could be. They have helped me learn, plan, save and invest to reach my goals. I’m so happy I work with them and just wish I started sooner!

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  Linda D
  5

  My previous disappointing experience with another wealth management company, qualifies me to say that CayDen Wealth Management is a step above in all aspects of their outstanding personal service and responsiveness. The attention and expertise that I have received under their guidance is phenomenal. My husband recently died and their support/advice during this life altering event was invaluable. After recently meeting with my tax accountant to prepare my income tax return, she commented on how fortunate I was to have such knowledgeable financial advisors to assist with my affairs after my husband’s death. Several of her suggestions had already been taken care of CayDen Wealth Management. I have finally found my financial advisors of choice with Shane and Daniel.

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  Derick Lancaster
  5

  My family has used CayDen Wealth Management for the last couple of years and we've had a great experience. Their fees are reasonable, they're available to meet all the time, and they've helped us plan for our kids and our future. I would highly recommend them, particularly for other young professionals like me and my wife.

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  Tabitha Ricci
  5

  CayDen Wealth has been a literal life saver. They are kind, professional and overall just a pleasure to work with. My only regret is not reaching out sooner!! 11/10 recommend!!

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  Conor Boscia
  5

  Excellent service and a great team to work with! Shane and Daniel communication and personal goal setting has made them a real asset on my wealth building journey!

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  Star City Dental
  5

  Shane and Daniel have been great to work with. If you have a question they are always there to answer them. I am very confident with their ability to take care of my future.