Maestro Associates - Denver, Colorado

Maestro Associates: Comprehensive Financial Planning in Denver

Nestled in the heart of Denver, Colorado, Maestro Associates has been steadfastly guiding clients towards their financial goals since its inception. Located at 600 S Cherry St Ste 801, Denver, CO 80246, this boutique financial planning firm is committed to providing personalized, comprehensive financial plans tailored to each client's unique needs and aspirations.

Main Services

• Financial Planning: Maestro Associates specializes in creating detailed, tailored financial plans that align with each client's goals, risk tolerance, and timeline. This holistic approach encompasses budgeting, saving, investing, tax planning, risk management, and estate planning.
• The Maestro Process: The firm's proprietary process begins with an in-depth discovery phase to understand each client's story, values, and objectives. This is followed by a comprehensive analysis of the client's financial situation, the creation of a personalized financial plan, and ongoing reviews to ensure the plan stays on track.
• Investment Management: Maestro Associates offers discretionary portfolio management services, focusing on evidence-based investing to maximize returns while minimizing risk. The firm believes in diversification, low-cost index funds, and regular rebalancing.
• Retirement Planning: The firm helps clients prepare for retirement by analyzing their expected expenses, assessing their retirement benefits, and developing a strategy to ensure a comfortable retirement lifestyle.
• Tax Planning: Maestro Associates works closely with clients and their tax professionals to minimize taxes and maximize wealth. They provide guidance on tax-efficient investing, tax-loss harvesting, and strategies to optimize after-tax returns.

Location and Access

Maestro Associates' office is situated in the Cherry Creek neighborhood, one of Denver's most vibrant and walkable districts. The office is easily accessible by various modes of transportation:

• Public Transportation: The firm is a short walk from the Cherry Creek light rail station and several bus stops.
• Driving: The office is conveniently located just off I-25 and Colorado Boulevard, with ample street parking and nearby garages.
• Biking: Denver's extensive bike-sharing program, B-cycle, has several stations nearby, making it easy for clients to cycle to their appointments.

Featured Characteristics

• Wheelchair Accessibility: Maestro Associates is committed to ensuring all clients can access their services. The office has a wheelchair-accessible entrance, parking lot, and restroom.
• Appointments Recommended: To provide clients with undivided attention and personalized service, Maestro Associates recommends scheduling appointments for all meetings.
• Flat Fee Pricing: The firm believes in transparency and fairness. They offer flat fee pricing for their financial planning services, ensuring clients know exactly what they'll pay upfront.

Practical Information

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

Positive Aspects from Reviews

Maestro Associates has earned an impressive average rating of 5/5 from 7 reviews on Google My Business, with clients praises the firm's personalized approach, expertise, and transparency:

• Personalized Service: "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."
• Expertise: "Maestro Associates' knowledge and experience in financial planning have been invaluable to our family."
• Transparency: "I appreciate their flat fee pricing and how they explain everything in plain English. No hidden fees or surprises."

👍 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!