We have been with EdgeRock long enough to know that when Wall Street takes a nose dive, (and we know it will) our investments will weather the storm. The wizards at EdgeRock are quick to make...
EdgeRock Wealth Management
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EdgeRock Wealth Management, headquartered in Denver, CO, is an independent financial services firm dedicated to helping individuals, families, and companies formulate tailored strategies using a variety of investment and insurance products. With a client base spanning over 20 states, EdgeRock specializes in comprehensive retirement planning, focusing on minimizing tax exposure, protecting against market volatility, and maximizing clients' savings for a fulfilling retirement experience.
At the core of EdgeRock's approach is the EdgeRock Summit Plan, which integrates income, healthcare, Social Security, legacy planning, and unexpected expenses into a clear and actionable financial strategy. The firm emphasizes building personal relationships with clients to ensure that their unique goals and values are prioritized in the planning process.
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Reviews
Ryan M. - while I appreciate EdgeRock undoing what mistakes were done on my accounts. It's still my understanding that Mr. O'dell is not a CTFA. I'm currently with a fudiciary advisors group,...
As a limited knowledge investor, I've decided to provide a review based on my own experience so that others like me take caution when considering this firm to manage investments. Some very dear...
I dealt with Jordan. He's going to move you from product to product, give you return numbers, but leaves out the fees and commissions. Their Ameritrade fund is also a loser. Put your money in a CD...
I've had a number of financial advisors over the years, but not one of them gave me the kind of confidence Kyle and his team do. The last two years haven't been an easy time for anyone to be...
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