Colorado’s Top Rated Local® Financial Advisers Award Winner: The Denver West Group of Waddell & Reed Inc.

Top Rated Local® is pleased to announce that the Denver West Group of Waddell & Reed Inc. is a 2018 award winner for financial advisers in Colorado!

Whether you’re looking to create a financial plan for retirement or you’re looking for the right life insurance policy, there are no better financial advisers to turn to in Colorado than Waddell & Reed, Inc.

With an emphasis on doing whatever it takes to help its clients reach their goals, Waddell & Reed has earned multiple positive online reviews with an average rating score of 4.90 stars and a 2018 Top Rated Local award for being among the top 10 financial advisers in all of Colorado! Here’s just one of the many five-star reviews that helped them get there:

“I have known Darin for close to six years. He is bright, conscientious, open-minded and easy to work with. I like Darin’s style because he can look at a given situation and give a fair and unbiased assessment, which I have found to be rare in the financial planning arena. I would highly recommend Darin for any of your financial planning needs.” Mimi P

Not Your Average Financial Planner

The team at Waddell & Reed has a passion for helping its clients, and their number one priority is to help their clients achieve family and financial security.

Money is far from the only thing that dictates an individual’s life, but the team at Waddell & Reed understands that it also plays a huge role in the ease of an individual’s life. With their financial planning services, they help their clients understand the value and possibilities life has to offer.

Building Success Through Passion and Communication

We asked Darin Hammerschmidt CFP, a financial adviser at Waddell & Reed, what the company’s secret to building such a strong online reputation is. He credits it to their number one goal each and every day, which is to help people. He also believes that the team’s commitment to communication is a key part of their success:

“In our field, communication with our clients and community is critical. We always strive to make sure that everyone knows how we can be reached.”

According to Darin, Waddell & Reed takes a grassroots approach to marketing.

“I’m a believer that personal growth equals business growth. I like to get involved in the community and with organizations that I believe in.”

When asked what advice he has for other business owners looking to grow their business and develop a strong online reputation, Darin had these words of wisdom to share:

“People don’t care what you know until they know that you care. Building a brand doesn’t happen overnight; as long as your consistent with the idea of helping people, you will grow your reputation.”

Thank you so much, Darin, for taking the time to speak with us, and congratulations to you and the whole the team at Waddell & Reed for being a 2018 Top Rated Local award winner!

If you’re in need of financial planning services in Denver, we highly recommend Denver West Group of Waddell & Reed Inc. Visit their website today to learn more.

Colorado’s Top Rated Local® Financial Advisers Award Winner: Eves & Haines Wealth Management

Top Rated Local® is pleased to announce that Eves & Haines Wealth Management is a 2018 award winner in Colorado.

With the belief that everyone deserves to have access to the right investment strategies, Eves & Haines Wealth Management has earned a number of positive reviews, an impressive Rating Score and this year’s 2018 Top Rated Local award for financial advisers in Colorado. Here is just one of the many five-star reviews they’ve received from their satisfied clients:

“Eves & Haines Wealth Management truly focuses on their client. They educate and meet the client on a regular basis to make sure your financial future is meeting your goals and needs. I truly feel my financial decisions are in my hands with expert guidance and advise.” – A Sigg

A Unique Approach to Wealth Management

Eves & Haines Wealth Management is not like other financial advisers. While other advisers are interested in looking out for their own best interests by encouraging their clients to take the opportunities that cost the most, Eves & Haines Wealth Management is dedicated to providing their clients with exactly what they need.

The two advisors who make up the Eves & Haines Wealth Management team — as well as the founders of the company — are Glenda Haines and Jesse Davie Eves. With different backgrounds and experience, together, they provide their clients with unique perspectives rather than the cookie-cutter responses clients get from other financial advisers.

Eves & Haines Wealth Management is dedicated to helping their clients get exactly what they need out of their services. If clients aren’t financially savvy, Eves and Haines Wealth Management can provide them with software that will educate them on what they need to know. The team is very fee-conscious, and they will never rush into pushing clients in any one direction before they have a full understanding of where they are at in their finances and what they need.

When asked why they do what they do, this is what Glenda had to say:

“Money helps people live the lives they want to live, and it helps them become who they want to be as a person. We do what we do so people can live their ideal life, to help people have peace of mind and utilize their hard-earned money the best way they can. Money is the great equalizer; it helps people be who they are.”

Eves and Haines Wealth Management’s Secret to Growth and a Strong Online Reputation

Although they have done some marketing through radio advertisements, most of the growth at Eves & Haines Wealth Management has come from word of mouth and their engagement in the community. They spread the word about who they are and what they have to offer through networking, and they participate in rotary and are on the board of the Greeley Philharmonic.

When asked what advice she would give to other businesses looking to grow and build their online reputation, Glenda had these words of wisdom to share:

“Do the right thing. Ask people to share their experience online if they are up to it. Get connected in your community if it makes sense to your business. Let people know who you are!”

Congratulations to the team at Eves and Haines Wealth Management for being a 2018 Top Rated Local award winner!

If you’re looking for wealth management in Greeley, we highly recommend Eves and Haines Wealth Management. To learn more about this one-of-a-kind financial advisory firm, visit their website today!

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!