Colorado’s Top Rated Local® Financial Advisor Award Winner: Jo-Ann Holst Advisers

Top Rated Local® is proud to announce that, thanks to their excellent Rating Score™, Jo-Ann Holst Advisers is our 2018 award winner for financial advisors in Colorado.

Jo-Ann Holst Advisers is a financial advisory firm serving individuals and families in the Denver area and throughout the Front Range. They are dedicated to helping each and every one of their clients make the most out of their money, and their services range from income planning to retirement asset strategizing.

Jo-Ann Holst Advisers has earned many positive reviews and a 72.2 Rating Score across multiple verified review sites. Here are just a couple of the amazing reviews they have received:

“Jo-Ann is the best financial planner I have ever worked with. Besides growing my portfolio, she is an excellent educator and has answered the many questions I have as I approach retirement. Jo-Ann has saved me from making some very poor financial decisions. As a fiduciary, she must put our needs above her profits — I believe she did that anyway. I can’t say enough good things about Jo-Ann. — give her a call today.” – Sheila C

“I’ve had many financial advisors since my divorce 20 years ago, and I have never felt like I understood my investments or the people who were managing them. That all changed when I met Jo-Ann; from the beginning, I’ve felt comfortable and informed, and I now understand how things have been structured. I think being at ease with the person who is advising and explaining complicated financial decisions is crucial, and I now have that. I highly recommend Jo-Ann and her firm, I couldn’t be happier.” – Kae S

How has Jo-Ann Holst Advisers earned such an impressive reputation? We sat down with Marketing Manager and Jo-Ann’s daughter, Colette Snyder to find out.

What is your secret to such a strong online reputation?

In everything we do, we focus on transparency and client appreciation above all else. Due to the nature of our business, we are prohibited from asking our clients for reviews. This means that every review that comes in is from a client who is so happy with our services that they’ve chosen to review us on their own.

What makes you different? In other words, if you had one minute to sell somebody on why they should choose you, what would you say?

The main thing that sets us apart from our financial advisory firms is our emphasis on comprehensive planning. Jo-Ann does a lot to include the entire spectrum of needs that arrive in retirement, specifically tax minimization, social security maximization and retirement planning.

Why do you do what you do? In other words, what is your mission and/or how do you attempt to make the world a better place?

Jo-Ann has always been really interested in this industry. Ever since I was a teenager, she has been so passionate and interested in economics and financial planning. She spends all of her free time researching. She sees a need that isn’t being met for financial education, and so we’ve set out to meet that need. So many people don’t understand what it takes to plan for retirement successfully. We do a lot of seminars to help educate people on financial literacy.

Outside of building a strong online reputation, what else do you do to market and grow your business?

We put on seminars, and we advertise online through Facebook and Google. We’ve also got advertisements at the 24 Hour Fitness near us, and we’re going to set up a booth to tell them more. We’re doing a charity event this holiday seasons to take our clients to the movies and donate the proceeds to support the Tennyson Center for Children.

What advice do you have for other businesses trying to build a strong online reputation and grow their business?

Make it a point to get visible on search engines, and always claim those listings. Take the time to be aware of your online presence — it will take a lot of time, but it’s worth it!


From all of us at Top Rated Local, we’d like to congratulate the entire team at Jo-Ann Holst Advisers for their incredible reputation and for being 2018’s Top Rated Local Financial Advisor in Colorado!

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