Top Rated Local® is pleased to announce that Colorado Wealth Group is the number one financial advisory firm in all of Colorado for 2019!
When you want comprehensive financial planning services in Denver, there’s no better financial advisory firm to work with than Colorado Wealth Group.
Colorado Wealth Group has received dozens of reviews with a perfect average rating of 5.00 stars, earning them a phenomenal Rating Score™ of 92.00 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Colorado!
Here’s just one of their many five-star reviews:
“Steve Harp and his team at CWG are amazing. My wife and I hired them as financial advisers one year ago. They came up with a long-term financial plan that accounted for multiple future scenarios including early retirement, overseas travel and changes in career. Additionally, they advised us on life/disability/car insurance. The team at CWG can also help monitor your spending habits (with your permission of course) and advice you on better ways to save money and build wealth. In short, if you want world-class service, expertise, 24/7 accessibility, this is a place I highly recommend.” – Ahmed H.
Not Your Average Financial Advisory Firm
We wanted to know what makes Colorado’s number one financial advisory firm so special, so we took a few minutes to talk with the owner and Founder, Steven Harp.
The first question we had for Steven was what makes Colorado Wealth Group unique compared to their competition in Colorado. Here’s what he had to say:
“If you want truly objective advice and don’t want to be sold something on day one, choose us. If you want to feel like you are part of a community, choose us. We consult every client first before we get into the possible solutions. We consult our clients first to help people get a picture of where they are and where they are going before putting their money into us. With us, you know what you are getting before putting your money in. You date us first before you marry us.”
We also asked Steven about Colorado Wealth Group’s mission and how they work to make the world a better place. Steven told us:
“Our mission is to educate and inspire clients to take hold of what matters to them most, and hopefully, to make our clients more aware and educated. The more clients we help, the bigger impact we make as a company.”
Building Success by Creating an Exceptional Experience
When we asked Steven what their secret is to such a strong online reputation at Colorado Wealth Group, he said:
“Our focus is on creating an exceptional experience for our clients. We make casual mention to review us on Google. We are trying to focus on what is missing in our industry, which is good, solid, holistic financial planning advice. We are set up to help anyone who cares. The more complex someone’s situation, the better we can help them, but that doesn’t mean we can’t help someone with a simple situation.”
Apart from building the kind of online reputation any business would envy, Colorado Wealth Group has spread the word about their service through referrals from their clients, as well as by putting together events for their clients where they can bring their friends.
Every business owner wants to grow their business and build their online reputation the way Colorado Wealth Group has. Here’s Steven’s advice for them:
“I think the most important thing is to understand who you are. If you know who you are, then convey that in your site. …It’s about how you portray your brand rather than how much you spend on it.”
Steven ended our conversation on this thankful note:
“Shout out to my wonderful team. If we didn’t have such a focused team and such a great team atmosphere, then we wouldn’t be successful. Because of our welcoming and knowledgeable team atmosphere, our clients want to be a part of it. I also want to give a major thank you to the clients that have trusted us for all the years so far and many more to come.”
Congratulations to the team at Colorado Wealth Group for being a 2019 Top Rated Local award winner, and thank you so much, Steven, for taking the time to speak with us!
We highly recommend Colorado Wealth Group in Denver. Visit their website today!
