What is new?

E-Money Wealth Concept

In order for us to support our growing base of clients, we are launching an automated wealth management system that will allow us to provide a better service by consolidating accounts and integrating our advice.

It will give our clients opportunity to have all their financial aspects in one place, track account balances in real time, collaborate online with financial advisor, and review data and financial plans as needed. It also will enable our team at DFG to be more effective at servicing our clients’ needs.

Please check Home page for the additional information on E-Money Wealth Concept. If you have questions or would like to get on E-Money Wealth Concept platform please contact our office.

Publications

Denver's Top Wealth Managers

September 2010

September, 2010 – Denver Financial Group has been chosen by the National Association of Board-Certified Advisory Practices (NABCAP) as one of the 2010 Denver Premier Advisors.

This is a powerful differentiator and places us again among the top advisors in Colorado. NABCAP is a nonprofit organization that focuses on serving the investing public by helping to identify top wealth advisors. Many of our clients provided surveys and interviews to NABCAP about their experience with Denver Financial Group.

Rather than merely winning a popularity contest, the financial professionals on 2010 Denver Premier Advisors list have met an objective standard of excellence.

For more information, please click here to see the article published in the September 2010 issue of the Denver Magazine.

Meet the Best

September 2009

September, 2009 – 5280 magazine and Colorado Biz magazine have named Denver Financial Group as a Five Star Wealth Manager – Best in Client Satisfaction for 2009! Thank you to our clients!

The resulting list of 2009 FIVE STAR Wealth Managers is an elite group, representing less than 7 percent of the wealth managers in the Denver area. Only 631 of the top-scoring wealth managers made this year’s list. To make the list more user-friendly, wealth managers have been grouped based upon their primary financial service. Each wealth manager has also listed up to three additional financial services that they provide their clients. For more information, please click here.