Personal Benefit Financial | Rountree & Associates - Lakewood, Colorado

Introducing Personal Benefit Financial | Rountree & Associates

For individuals and families seeking comprehensive financial planning guidance, Personal Benefit Financial | Rountree & Associates stands as a dedicated and trusted resource. Located in Lakewood, Colorado, at 870 Kipling St A, this women-owned firm offers a personalized approach to navigating the complexities of retirement, healthcare, and overall financial well-being. They are committed to providing exceptional service and building long-term relationships with their clients.

About Rountree & Associates

Rountree & Associates specializes in providing a wide range of financial planning services designed to meet the unique needs of each client. They focus on helping individuals and families achieve their financial goals, from retirement savings and investment management to estate planning and insurance needs. The firm’s core philosophy centers around proactive planning, ongoing support, and a commitment to transparency. They understand that financial planning isn't a one-time event, but rather an ongoing process requiring adjustments and adaptations along the way.

Key Features and Services

Personal Benefit Financial | Rountree & Associates offers a robust suite of services, including:

• Retirement Planning: Developing strategies to ensure a comfortable and financially secure retirement. This includes analyzing current savings, projecting future income needs, and recommending appropriate investment vehicles.
• Healthcare Planning: Assisting clients with understanding and navigating complex healthcare options, including Medicare, Medicaid, and supplemental insurance.
• Investment Management: Creating and managing diversified investment portfolios tailored to individual risk tolerance and financial objectives.
• Financial Education: Providing clients with the knowledge and tools they need to make informed financial decisions.
• Estate Planning: Helping clients develop estate plans that protect their assets and ensure their wishes are carried out.

Location and Accessibility

Conveniently situated at 870 Kipling St A, Lakewood, CO 80215, Rountree & Associates is easily accessible. The office is designed with inclusivity in mind, offering several accessibility features:

• Wheelchair-Accessible Car Park: Easy access to parking for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: A ramp or elevator provides access to the building.
• Wheelchair-Accessible Seating: Designated seating areas are available for individuals using wheelchairs.
• Wheelchair-Accessible Toilet: A fully accessible restroom is readily available.
• Language Assistance: They provide language assistance to clients who prefer to communicate in a language other than English.

Client Testimonials and Reputation

Personal Benefit Financial | Rountree & Associates has garnered positive feedback from its clients. Currently, the firm boasts 2 reviews on Google My Business, all with an impressive average opinion of 5/5. This high rating reflects their commitment to client satisfaction and their dedication to providing exceptional service. Clients frequently praise the firm’s knowledgeable advisors, personalized approach, and commitment to clear communication.

Contact Information and Scheduling

To schedule an appointment or learn more about their services, please contact them directly:

Phone: 3032385123

Website: pbfadvisors.com

It’s recommended to schedule an appointment in advance to ensure availability and receive dedicated attention. They offer both online appointments and on-site services to accommodate client preferences.

Additional Points of Interest

Beyond their core services, Rountree & Associates is a women-owned business, reflecting a commitment to diversity and inclusion. They also pride themselves on being LGBTQ+ friendly and fostering a transgender safe space, ensuring all clients feel welcomed and respected. The firm’s dedication to inclusivity extends to their operational practices, as evidenced by their accessibility features. They understand that everyone has unique needs and strive to create a comfortable and supportive environment for all.

Overall Recommendation

Personal Benefit Financial | Rountree & Associates presents a compelling option for individuals seeking a trustworthy and knowledgeable financial planner. Their commitment to personalized service, accessibility, and client satisfaction, coupled with their strong online reputation, makes them a valuable resource for achieving financial security and peace of mind. We strongly recommend considering them for your financial planning needs.

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👍 Reviews of Personal Benefit Financial | Rountree & Associates

Heather W.

5/5

Amber B.

5/5