Chris is the epitome in all aspects of being a Financial Planner. He worked with us to determine our short and long-term goals. He meets with us every quarter to review the status of our holdings. He advises us on our estate planning, family discussions and gifting strategies. We feel very fortunate to have him guiding our fiscal ship.
— Gary Koldyke & Deb Heckart —
We've known Chris Grimes since 2014 and in the decade of working with him as our certified financial planner he has done a tremendous job of helping us establish our life insurance and long-term care insurance policies plus managing the mechanisms to fund them. Chris has been instrumental in guiding us in the growth of our retirement portfolios with our goals and tax strategies in mind. His professionalism, thoughtfulness, and care for us and our family has been unmatched. We look forward to working with Chris for many, many years to come. We highly recommend him.
— J. & M. DeAguero —
We couldn’t be more grateful for the guidance, support, and experience our Chris has provided. He’s been incredibly patient, walking us through each step and ensuring we fully understand the process. His knowledge and expertise have been invaluable, and he’s consistently gone above and beyond to make us feel comfortable, even meeting us in our own home. Working with him has truly been a pleasure, and we’re very thankful to have him as part of our financial journey. We cannot state how excited we are for our future and would recommend Chris again and again and again.
— Barrett Chow —
The testimonial shown is from a current client based on their experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.
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2000 S Colorado Blvd, Tower 2, Suite 1100
Denver, CO 80222
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