Colorado Financial Management

From the get go this place was a nightmare. I provided sensitive documents that were lost in someone’s office temporarily. Had to return to their office time after time to sign documents CFM had “forgotten “ to have executed in lengthy non productive meetings. CFM failed to report information to my CPA which consequently was omitted from my tax returns and required an amended return on two occasions resulting in additional accounting fees and IRS penalties. After requesting IRA contributions be made prior to the deadline one (my wife’s) was not and the deadline passed. “Their notes” reflected I had not requested this contribution which was inaccurate and made up. “We apologize” be came the CFM mantra for over a year. Their financial plans were confusing and their office disorganized. Always had the feeling they had bigger fish to fry
1 7 years ago (01-03-2018)