Maestro Associates - Denver, Colorado

Introduction

Nestled in the heart of Denver, Colorado, Maestro Associates, located at 600 S Cherry St, Suite 801, has been steadfastly guiding clients towards their financial goals since its inception. With a strong commitment to personalized service and a holistic approach to financial planning, this esteemed firm has earned a reputable status in the Mile High City's financial landscape.

Main Services

• Comprehensive Financial Planning: Maestro Associates offers a holistic approach to financial planning, addressing not just investment management, but also retirement planning, tax planning, estate planning, risk management, and cash flow management.
• The Maestro Process: The firm's proprietary process involves six steps: Discovery, Strategy Development, Implementation, Monitoring, Review, and Adjustment. This structured approach ensures that each client's unique financial goals are met with precision and care.
• Flat Fee Pricing: Maestro Associates believes in transparency and predictability when it comes to fees. Their flat fee pricing structure ensures clients know exactly what they're paying upfront, with no hidden charges or surprises.

Location and Access

Maestro Associates is situated in the Cherry Creek neighborhood, a vibrant and upscale district known for its shopping, dining, and cultural attractions. The office is conveniently located just off I-25, providing easy access from various parts of the city. For those who prefer public transportation, the Cherry Creek light rail station is a short walk away.

Parking is available in the nearby Cherry Creek Commons garage, with designated accessible spots for clients with mobility challenges. The building itself is wheelchair accessible, with automatic door openers and an elevator to reach the 8th floor. Restrooms on the same floor are also wheelchair accessible.

Featured Characteristics

• Experienced Team: The team at Maestro Associates consists of seasoned financial planners who bring a wealth of knowledge and experience to the table. They are certified through rigorous programs like the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
• Client-Centric Approach: Maestro Associates prides itself on its personalized, client-centric approach. They take the time to understand each client's unique needs, goals, and concerns before developing a tailored financial plan.
• Community Involvement: The firm is deeply committed to giving back to the community. They actively participate in local charity events and support various non-profit organizations in Denver.

Practical Information

The office is open Monday through Friday, from 8:00 AM to 5:00 PM. However, appointments are recommended to ensure a dedicated and uninterrupted session with a financial planner. To schedule a consultation, clients can call the office at 33167900 or visit the website at maestro-associates.com.

Maestro Associates encourages clients to bring any relevant financial documents to their initial consultation. This includes tax returns, investment statements, insurance policies, retirement account statements, and any other documents that outline their current financial situation.

Positive Aspects from Reviews

Maestro Associates has a stellar reputation, with an average rating of 5/5 from 7 reviews on Google My Business. Clients appreciate the firm's professional yet personable approach, with many citing the following positive aspects:

• Expertise: Clients commend the team's deep understanding of financial planning and their ability to provide clear, actionable advice.
• Personalized Service: Many clients mention the tailored approach to their financial planning, with each plan unique to their specific needs and goals.
• Communication: Maestro Associates is praised for its open and transparent communication, ensuring clients are always informed and involved in the planning process.
• Peace of Mind: Several clients express how the firm's services have given them peace of mind regarding their financial future, allowing them to focus on other aspects of their lives.

One client summed up their experience with Maestro Associates, saying, "They have taken what was in my mind and put it into a framework that we both understand. We both feel better after they helped us." This testimonial underscores the firm's ability to simplify complex financial concepts and provide clients with a clear path towards their financial goals.

👍 Reviews of Maestro Associates

Bob D.

5/5

Maestro Associates has been a great resource for us. They have taken what was in my mind and put into a framework that we both understand.

We both feel better after they helped us consolidate some investments, and they have helped coordinate some legal and tax work. I guess you could say they have gotten our orchestra to perform in a way that is to our liking, even with professionals we already had been working with.

I would add that they are not responsive - they are proactive!

RE S.

5/5

For several years now, Chris Blair along with his team at Maestro Associates have brought an extra level of peace of mind to our overall estate planning in a unique way. Their experiential knowledge and professionalism combined with acute attention to detail are top-drawer. He has exhibited nothing but utmost integrity, and I highly recommend Chris and his team for anyone looking for a Trusted Advisor in this important area.

Robert G.

5/5

Chris and staff are top notch professionals in everything they do for our family’s financial planning. His process is outstanding and personal. He digs deep into what you want out of your life and not just numbers, but true goals and how planning can help you get there. I’ve had some subpar financial planners in the past, simply pushing products for commissions and I can honestly say Maestro Associates has never approached our planning in this manner. I’m confident in our joint decisions and we review them several times a year to make adjustments where it makes sense for us. Chris and staff are ALWAYS available for questions, advice or concerns and truly treats us as friends and not just another client. Out of all my google reviews of restaurants and other service businesses through the years, this is the most important one to get right, and I can confidently say that by my family choosing Maestro Associates, our financial well being is being served better than than I could have hoped for and we are extremely happy.

Corey H.

5/5

The Maestro Associates team is a top notch group that can help set you ahead in life. Their approach to financial planning takes a direction a more human approach than I have ever seen before. They understand how to talk to people on their level and can help bring a full view of your financial world - not just the money in your stock portfolio. It's eye opening!

John B.

5/5

The team at Maestro is responsive and totally on the ball. When my career threw me a curve they were there to help me strategize, alter plans, reduce stress, and put my energy into the next opportunity vs worrying about finances. For me, Maestro is more than Financial planning, It really is financial therapy.

liz D.

5/5

The team at Maestro is incredibly knowledgeable and up-to-speed on the ever-changing rules and regulations around all things taxes, retirement, and investing. They're nimble, responsive, and trustworthy 💯

Lizzy G.

5/5

Chris and his team are great to work with and incredibly trustworthy!