Maestro Associates - Denver, Colorado

Maestro Associates: Your Comprehensive Financial Planning Partner

Nestled in the heart of Denver, Colorado, at 600 S Cherry St, Suite 801, Maestro Associates has been steadfastly serving the financial planning needs of its clients since its inception. This full-service financial planning firm specializes in providing personalized, goal-oriented strategies to help clients navigate their financial journeys with confidence and peace of mind.

Main Services

• Comprehensive Financial Planning: Maestro Associates offers a holistic approach to financial planning, considering all aspects of a client's financial life. This includes investment management, retirement planning, tax planning, estate planning, and risk management.
• The Maestro Process: The firm's proprietary process begins with a deep understanding of each client's unique situation, goals, and dreams. This is followed by the creation of a customized financial plan, implementation, and ongoing monitoring and updates.
• Investment Management: Maestro Associates employs a disciplined, evidence-based approach to investing. They construct diversified portfolios tailored to each client's risk tolerance and investment goals.
• Retirement Planning: The firm helps clients plan for a comfortable retirement by creating strategies that address income needs, savings, and withdrawal strategies.
• Tax Planning: Maestro Associates works closely with clients' tax professionals to minimize tax liabilities and maximize after-tax returns.
• Estate Planning: The firm helps clients protect their assets and ensure they are distributed according to their wishes through strategic estate planning.
• Risk Management: Maestro Associates helps clients identify, manage, and transfer risks through a variety of insurance solutions.

Location and Access

Maestro Associates is conveniently located in the Cherry Creek neighborhood of Denver, providing easy access to clients from the city and its suburbs. The building features a wheelchair-accessible entrance and restrooms, with a dedicated wheelchair-accessible parking lot for visitors.

For those utilizing public transportation, the 16th & California RTD Light Rail Station is just a short walk away. The firm is also easily accessible by car, with several major roads, including I-25 and I-70, nearby.

Featured Characteristics

• Flat Fee Structure: Maestro Associates operates on a transparent flat fee structure, which aligns the firm's interests with those of its clients. This ensures that the firm's compensation is not tied to specific products or transactions.
• Client-Centered Approach: The firm places a strong emphasis on building long-term relationships with clients. They take the time to understand each client's unique financial situation and goals, and tailor their services accordingly.
• Fiduciary Responsibility: As a fiduciary, Maestro Associates is committed to acting in the best interests of its clients at all times. This includes providing unbiased, conflict-free advice.

Practical Information

• Address: 600 S Cherry St, Suite 801, Denver, CO 80246
• Phone: 33167900
• Website: maestro-associates.com
• Hours: Monday - Friday, 8:30 AM - 5:00 PM (by appointment)
• Appointments: Recommended

Positive Aspects from Client Reviews

Maestro Associates has received a perfect 5-star rating from 7 reviews on Google My Business, highlighting several positive aspects:

• Expertise and Knowledge: Several clients praised the firm's extensive knowledge and experience in financial planning.
• Personalized Service: Many clients noted that Maestro Associates took the time to understand their unique financial situations and goals, and provided tailored advice.
• Clear Communication: Clients appreciated the firm's ability to explain complex financial concepts in a clear and understandable manner.
• Trustworthy and Reliable: Several clients mentioned that they felt confident entrusting their financial future to Maestro Associates.
• Peace of Mind: Several reviews mentioned that working with Maestro Associates provided them with peace of mind regarding their financial future.

These reviews reflect Maestro Associates' commitment to providing high-quality, personalized financial planning services that meet the unique needs of each client.

👍 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!