Edward Jones - Financial Advisor: Erik Dartsch, CFP® - Woodland Park, Colorado

Introduction to Erik Dartsch, CFP®

When seeking financial guidance in Woodland Park, CO, Erik Dartsch, CFP® stands out as a highly recommended financial advisor. Located at 1200 US-24 Suite 201, Woodland Park, CO 80863, United States, Erik's office is easily accessible and welcoming to clients of all backgrounds. For those who prefer a touch of convenience, the contact number 719-755-0060 is readily available for inquiries or to schedule an appointment.

Contact Information and Services

Erik Dartsch specializes in a variety of financial services including being a Financial Consultant, Finance Broker, Investment Service Provider, and Stock Broker. His comprehensive skill set ensures that clients receive tailored advice to meet their unique financial goals. The office is noted for its wheelchair accessibility, making it convenient for everyone, with features such as a wheelchair-accessible car park, entrance, and toilet. This commitment to inclusivity is a testament to Erik's dedication to serving his community.

Client Testimonials and Experience

The glowing average opinion of 4.6/5 from 9 reviews on Google My Business speaks volumes about Erik's professionalism and client care. Clients consistently praise him for his kindness, patience, and genuine passion for what he does. His ability to teach complex financial concepts in a clear, judgment-free manner leaves a lasting impression. It's evident that Erik truly cares about his clients' financial well-being, and he's not alone in his dedication; his assistant Becky also receives high praise for her support and expertise.

Together, Erik and Becky form an exceptional team, ensuring that every client feels valued and supported. Their commitment to building long-term relationships with their clients is evident in the satisfaction expressed by their customers, who feel confident in choosing Erik for their financial needs.

Recommendations for Potential Clients

For anyone considering financial advice, it's recommended to first appreciate the personalized approach offered by Erik Dartsch. Appointments are advised to ensure a thorough discussion of your financial situation and goals. Given the office's accessibility and Erik's welcoming demeanor, visitors are likely to feel comfortable and informed throughout the process.

Given the positive feedback and Erik's expertise, it's clear that Edward Jones, where Erik Dartsch is a part of, is a trusted name in financial advisory services. To learn more about how Erik Dartsch can assist you or to schedule an appointment, visiting Edward Jones' official website at edwardjones.com is highly recommended. Here, you'll find a wealth of information about financial services, as well as the opportunity to connect directly with Erik through their professional platform.

👍 Reviews of Edward Jones - Financial Advisor: Erik Dartsch, CFP®

Hannah C.

5/5

Erik is an amazing advisor! He’s very kind, patient and you can tell he loves what he does. He’s incredibly knowledgeable and has been great about taking the time to teach and explain things with zero judgment. He truly cares about his clients. Not to mention, his assistant Becky is the best! She made us feel right at home and made sure we were comfortable and taken care of. She too is extremely knowledgeable and can help answer many of your questions! Together they make an incredible team. My husband and I are very happy so far and we will be using Erik for a long time!

Casey L.

5/5

Erik is an exceptional financial advisor who explains complex financial concepts in an easy-to-understand manner. My husband and I have been with him for over 5 years now, and his expertise and attentive approach have greatly aided our financial decisions as we work towards our future goals. He and his office are communicative and friendly and truly care about our success. I highly recommend Erik!

John C.

5/5

I’ve used Erik for 5 years for both business and personal finances. I love that Erik takes his time and consults with my CPA to make sure we’re taking advantage of everything we can. 5 stars for Erik and team!!

Highest P.

1/5

I worked with him for a few years, and in the past few months communication as it relates to whom had my account with changed without any notification. No email, no call. Even with the call to his assistant, asking for a call back or explanation in writing was never given to me. I have been in business 25 years, and if I ever had done this to one client, it would show extreme concern that I failed the relationship.

Secondly, I have had a setup auto deduction in place and ask for my auto pay to be stopped last month and yet charges again were pulled out of my account. Lacking any indication with proof of email and notification given such to action, thus, lacking any response. The excuse I got today from his assistant that is it is out of their hands and I need to call the assigned rep. My interest in stopping auto pay is the lack of clarity and neglect to return calls or emails

Anyone looking to invest and use Mr. Dartsch, avoid and turn away and find someone that takes the time to address the concerns and follows up with how to find resolve and stop avoiding your clients that helped get you where you are today. The avoidant attempt to handle your responsibilities is very unprofessional.

Tania K.

5/5

Eric and his team are fabulous. Great advisors and such a gem in the Woodland Park community. THANKS for all your help!

Secretary U. P. K.

5/5

Outstanding Financial Advisor that continuously gives back to the community he lives in.

Douglas D.

5/5

Deb D.

5/5