BBB Business Review
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BBB Accredited Business since
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Colorado Financial Management, Inc. (CFM) is a Registered Investment Advisor with the Securities and Exchange Commission specializing in various investment strategies, wealth management, and retirement planning. CFM is a fee only investment advisor charging a fee based on client assets under management.
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A BBB Accredited Business since
BBB has determined that Colorado Financial Management, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for Colorado Financial Management, Inc. include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Denver - Regional Office, 1801 California St Ste 1500, Denver CO 80202
Phone Number: (800) 732-0330
Type of Entity
Business ManagementMr. Josh Miller, Owner
Retirement Planners Financial Services Investment Management Financial Planning Consultants Financial Advisors
Service AreaNorthern Colorado and surrounding states
Alternate Business NamesColorado Financial Management
Products & Services
investment and financial advisors, planning, mutual funds, RIA, registered investment advisors, retirement planning, IRA rollover, annunity