Baskin Financial Planning - Colorado Springs, Colorado

Address: 12674 Woodmont Dr, Colorado Springs, CO 80921.
Phone: 192031462.
Website: baskinfp.com
Specialties: Financial planner, Financial advisor.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Baskin Financial Planning

Baskin Financial Planning 12674 Woodmont Dr, Colorado Springs, CO 80921

⏰ Open Hours of Baskin Financial Planning

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Baskin Financial Planning es una empresa de planificación financiera con sede en Colorado Springs, CO 80921, ubicada en 12674 Woodmont Dr. La empresa cuenta con un teléfono de contacto a 192031462 y una página web oficial en baskinfp.com.

Baskin Financial Planning se especializa en servicios de planificación financiera y consejería financiera, lo que la convierte en una opción ideal para aquellos que buscan orientación y asesoramiento en materia financiera.

Algunas de las características y servicios ofrecidos por Baskin Financial Planning incluyen:

  • Planificación financiera personalizada
  • Consejería financiera
  • Asesoramiento en inversiones
  • Planificación de retiro
  • Asesoramiento en seguros

La empresa también ofrece servicios en línea y en sitio, lo que la hace accesible para aquellos que buscan planificación financiera de manera cómoda y segura. Además, el establecimiento es accesible para personas con discapacidad, con entradas y estacionamiento adaptados, y un baño accesible.

Según los comentarios de los clientes, Baskin Financial Planning ha recibido una media de 5/5 estrellas en Google My Business, lo que indica una alta satisfacción entre los clientes. Sin embargo, es importante mencionar que solo hay 24 comentarios disponibles.

Si estás buscando planificación financiera profesional y confiable, Baskin Financial Planning es una excelente opción. Con su experiencia y especialización en servicios de planificación financiera, la empresa puede ayudarte a alcanzar tus objetivos financieros. Visita su página web oficial en baskinfp.com para obtener más información y programar una cita.

En resumen, Baskin Financial Planning es una empresa de planificación financiera con una excelente reputación y especialización en servicios de planificación financiera. Con su ubicación en Colorado Springs, CO 80921 y servicios en línea y en sitio, la empresa es accesible para todos. No dudes en contactar a Baskin Financial Planning a través de su página web oficial para obtener más información y planificar tu cita.

👍 Reviews of Baskin Financial Planning

Baskin Financial Planning - Colorado Springs, Colorado
Emily H.
5/5

Erik is amazing. I did my free intro call with him and was throughly impressed with his knowledge and how he could walk me through my options and different scenarios (he was helping evaluate home buying finances and opportunities). Erik was instrumental in guiding me through a review of my finances and what would make most sense for me moving forward. He was able to throw an excel spreadsheet up on the screen so I could see it all clearly in front of me. I will definitely be reaching out again when I need further financial advice. I would highly recommend Erik to anyone and cannot emphasize enough how comfortable and confident I felt in our conversation!

Baskin Financial Planning - Colorado Springs, Colorado
Dylan A.
5/5

I've followed Erik since he was just starting his business from BLUF Finance, to his podcast, and on to Baskin Financial Planning. His insight, tools, and support have been instrumental in my family's financial growth and security. I have learned a great deal from him on a variety of topics. Erik is highly competent and trustworthy. I recommend his services and podcast to anyone I meet, especially current and former military members.

Baskin Financial Planning - Colorado Springs, Colorado
Kayla R.
5/5

Working with Erik has been incredible. He is patient, down to earth, and knowledgeable. Integrity is a huge part of his business model which can be seen in countless ways. 10/10 recommend whether you're starting your financial journey or extremely far into it!

Baskin Financial Planning - Colorado Springs, Colorado
Mat S.
5/5

Having used him for over a year, I can confidently say that I trust Erik as a planner. Previously I used Edward Jones and Fidelity and found that my returns were not nearly as strong and eventually you got lost in the mix, became just a number, and the fees in those big companies were not transparent. Erik’s fees have been reliable and easily understood since day one. They don’t balloon up or do anything unexpected. Returns have been well worth the money paid, to date. Erik has a small enough company that I feel he is readily familiar with my goals and standings if I called him out of the blue to ask a question. His expertise in military finance is the cherry on top. Highly recommend.

Baskin Financial Planning - Colorado Springs, Colorado
Matt E.
5/5

Erik is fantastic to work with. He’s knowledgeable, mature, diligent, and patient. I trust him and value his judgment. I was reticent to hire an advisor but decided it was finally time to optimize and have professional advice in managing my portfolio. It was a great decision to go with Erik.

Baskin Financial Planning - Colorado Springs, Colorado
Angel Z.
5/5

We have been working with Baskin Financial Planning for about a year now, and have been super grateful to have Erik as our family's financial advisor. He not only looks at retirement planning, but assists in analyzing our family's goals, whether that be this year, 3-5 years, or onward.

He is not like other financial planning firms trying to sell anything or gain anything from working with his clients. He truly cares for each client, and is willing and able to propel our family's financial success to achieve our goals faster. Highly recommend him to anyone looking to advance their financial position, or have someone that can provide honest, reliable, and sound advise.

Baskin Financial Planning - Colorado Springs, Colorado
Emily N.
5/5

Erik has been incredible to work with! He really does have your best interest at heart, he is very genuine, and will truly go above and beyond. You can tell he is passionate about what he does and about helping others. There’s so much I didn’t know about finance, taxes, starting my own business, repaying student loans, etc. and Erik is a wealth of knowledge. He is up to date about policies and current events - and will help guide you in the right direction! Highly recommend working with Erik to anyone I know!!

Baskin Financial Planning - Colorado Springs, Colorado
Dave
5/5

Erik’s expertise when it comes to your financial future is unparalleled. He is extremely personable and always has your best interest in mind at all times. You can expect his full attention when you work with him. 100% recommend!

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