Wambolt & Associates W Bowles Ave, Littleton

Wambolt & Associates Reviews

• K

  Kathy Engstrom
  5

  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.

• K

  Kristin Miller
  5

  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!

• R

  Roger Harris
  5

  I was introduced to Wambolt & Associates 4-5 years ago by a friend. I was completely impressed by the knowledge and attitude of Greg Wambolt and Andrew Jenkins. They are knowledgeable, trust worthy and intelligent! You arrive at their office as a client and you leave as a friend. What more could you ask for in a Wealth Manager? Great firm that I have recommended it to many friends and family.

• L

  Leanne Smullen
  5

  I have worked with the team at Wambolt & Associates for more than 2 years now, and I couldn't recommend them more highly. They are experts at financial planning, they listen, and they are very responsive, and they go out of their way to make it convenient for you to meet with them to review your financial plan regularly. I look forward to our reviews, and I am always pleased with the performance and the team's communication with me. Because Wambolt is an independent and smaller firm, they get to know their clients well, they listen, and they make recommendations that are best for you, not the firm. They monitor your portfolio performance and they follow up regularly with you on every detail. And they are very good at building relationships and trust with their clients. It's truly the highest level of customer service I have received from a financial services company, (really from any client-focused business). Wambolt team members are a unique hybrid of being highly professional and down-to-earth. They genuinely care about building wealth for their clients while protecting client assets as much as possible. I have already recommended them to several of my friends, and I will continue to do so. Thank you in particular to Cindy and Andrew at Wambolt, who have done an amazing job for me from the moment we met -- I love having you on my team. I appreciate all the hard work you have done on my behalf.

• C

  Cliff G
  5

  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.

• M

  Marilyn Kilwein
  5

  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.

• R

  Ronald Santini
  5

  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!

• A

  Audrey
  5

  I was getting ready to retire when a friend referred me to Wambolt @ Associates, specifically Cindy Alvarez there. I was not happy with services provided by the department I worked for for 27 years, lack of retirement growth, vague answers, not responsive to inquiries. So glad I contacted W&A. What a difference. Listened to my questions, goals, could I retire and if so what would be monthly income; provided me with a list she wanted me to get together with regards to all my finances, pull social security reports,,,,. After providing this to her and her associates, set up a 2 plus hour time slot for me to come in and look at presentation of my portfolio and options. WOW! Was presented well in layman's terms, never felt patronized or that I couldn't ask a question if I didn't understand. Huge screen with my portfolio and outline, description, charts, how monies invested and how made. Yes, I could retire and this is what retirement would look like. Is clearly a business, I've work with several of the associates and assistants. When I was ready to purchase a new home, different state, got hold of them immediately and asked, could I do this, had an answer within the hour and what or how would affect my monthly living expenditures. You won't be disappointed - call them!

• M

  Matthew DeCarlo
  5

  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.

• S

  Sheree Teller
  5

  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.