Finity Group, LLC Northfield Blvd, Denver

Finity Group, LLC Reviews

• J

  Jennifer Jodszuweit
  5

  I have been working with Carlie as my financial advisor now for around 2 years, and besides being personable, knowledgeable, and making movement on my investments, what I appreciate most is her eagerness (and patience) in educating clients about their current and future financial decisions. Carlie has taken time to help me understand what financial choices are right for me given my near and long term goals. She is also very responsive to questions or concerns. She truly has your best interest in mind and heart!

• L

  Lori Heisler
  5

  I've worked with several financial planners over the course of my career and I am so grateful for having met Carlie. Carlie took time to build a relationship with me and spent time asking me questions no other financial planner had ever asked. She updates me regularly on my account and she even helped me determine the best strategy for tackling my student loans. With Finity Group, I didn't just get financial advice, I got an education. For this reason alone, I confidently recommend Carlie and the Finity Group team.

• E

  Emily Seaman
  5

  My husband and I have been working with Carlie with the Finity Group to get a grip on our financial planning for our present and future plans. I have appreciated all of the education she has prepared for us. She is communicative and easy to talk to and does a great job of helping us set manageable and attainable goals for our family. We appreciate her and the Finity Group a lot!

• C

  C B
  5

  Our financial advisor, Carlie is wonderful! She is quick to respond to any questions or concerns. She has helped us tackle debt and plan for a promising future. Carlie educates us on the process and helps us make the best decision for our families future. Thank you Carlie!

• C

  Chandra DeSimone
  5

  Carlie and her team provide customized service based on the individual's needs. I'm novice in financial management so she took the time to explain my options and why. Not only that, she checks in to make sure I'm on track with my budget and saving not invested with Finity Group. Last, my accounts growth has surpassed my expectations. I couldn't ask for more!

• K

  Krystal Covington
  5

  I loved working with Carlie at Finity Group. She’s easy to talk with and I get the sense she takes pride in knowing her industry and having the best advice possible for her clients.

• C

  Christopher Seaman
  5

  Carlie not only provided our family with amazing guidance on planning for our future, but took the time to educate us allowing us to make informed decisions about our financial plan.

• S

  Shawn Ransom
  5

  Finity Group was excellent! Helped me improve 401K performance, lowered expense ratios and advised me on a back door Roth IRA option. I would highly recommend their services.