Pilkington Financial Group - Sterling, Colorado

Address: 226 S 2nd St, Sterling, CO 80751, United States.
Phone: 9705226836.
Website: pilkingtonfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 4/5.

📌 Location of Pilkington Financial Group

☎️9705226836

⏰ Open Hours of Pilkington Financial Group

Monday: 8:30 am–4:30 pm
Tuesday: 8:30 am–4:30 pm
Wednesday: 8:30 am–4:30 pm
Thursday: 8:30 am–4:30 pm
Friday: 8:30 am–4:30 pm
Saturday: Closed
Sunday: Closed

Pilkington Financial Group is a well-established financial planning firm located in Sterling, Colorado. The company's address is 226 S 2nd St, Sterling, CO 80751, United States, and they can be reached by phone at 9705226836. Their website, pilkingtonfinancial.com, provides valuable information about their services and team.

As a financial planner, Pilkington Financial Group specializes in helping individuals and families secure their financial future. They take the time to understand their clients' unique needs and wants, and then create a personalized roadmap to achieve those goals. Their industry experience and dedication to their clients have earned them high praise from those they serve.

One satisfied client said, "Thank you Pilkington Financial Services for your dedication and time with helping me make sure both me and my family are taken care of now and in the future. Your industry experience and passion to help me secure the things that are important to me have been second to none. You listened to my wants/needs and did a fabulous job carving out a roadmap to fit those needs/wants."

In addition to their exceptional financial planning services, Pilkington Financial Group offers a number of other amenities to their clients. Their office is wheelchair-accessible, with a car park, entrance, and toilet available for those with mobility issues. They also have toilets available for all clients. Appointments are recommended, but not required.

Pilkington Financial Group has received 4 reviews on Google My Business, with an average rating of 4/5. This high rating is a testament to their commitment to their clients and their expertise in the field of financial planning.

👍 Reviews of Pilkington Financial Group

Pilkington Financial Group - Sterling, Colorado

SHS Athletic Director

5/5

Thank you Pilkington Financial Services for your dedication and time with helping me make sure both me and my family are taken care of now and in the future. Your industry experience and passion to help me secure the things that are important to me have been second to none. You listened to my wants/needs and did a fabulous job carving out a roadmap to fit those needs/wants.
Also, I really enjoy your monthly newsletter in my email that comes with 4 or 5 good articles to read that keep me in the loop.
~ Cheers!

Adam S

1/5

Pilkington was the administrator of our company's retirement plan. In my opinion they are the epitome of what is wrong with the 401k system (google John Oliver 401k if you don't know what I'm talking about). While the fund selection was wider than most plans, the funds had high fees and little options for low cost investing. The lowest cost fund was over 0.5% for an index fund with most funds over 1%. In fact the plan had no funds available under 0.5% while having roughly 27 over 2%. On top of that the plan’s additional “net asset fee” varied year to year from a semi-reasonable 0.36% to a whopping 0.93%. This might not sound like a lot, but remember, 2% in fees can eat away a quarter or more of your savings. More and more companies have lost lawsuits over high 401k fees (look it up!).

When we first enrolled we made mistakes on our paperwork (of our own doing), but after for-whatever-reason not receiving our revised paperwork, our funds were placed in a low-performing default fund with no additional follow-up. Perhaps we were just soured from this initial interaction, but we never felt they sincerely wanted to help us improve our retirement saving. We felt that they were more annoyed than anything by our repeated requests for fee information and attempting to open a self-directed brokerage, despite it showing as an option on our online portal and as an option in our original plan documents. Needless to say, we do not recommend Pilkington for retirement plan management or otherwise. In fact, why not save yourself buckets of money and put it directly in a couple low cost (0.06% range) index funds (Schwab, Vanguard, etc) and you will beat the performance of 80% of actively managed money anyways.

Joseph Lee

5/5

I have done business with the Pilkington family on several occasions. You would be hard pressed to find a better group of people anywhere! Even though I have relocated to the Denver area, anytime I need financial services in the future, the team at Pilkington Financial will be my choice!

Ed Jueschke

5/5

Derek handles all my personal finances. He pays close attention to detail and makes suggestions as my needs change or the market fluctuates.