The decision of the specific professional you use is yours to make. You are not limited to these names and you may hire any professional of your choice. We trust these providers but cannot guarantee the outcome or level of service provided.
If you have any feedback (good or bad) about any of the businesses below, please contact us right away.
Castle & Cooke Mortgage
Cornerstone Home Lending
Commerical Real Estate Loans
Canvas Credit Union
Senior Commercial Real Estate Officer
**We highly recommend you use one of our preferred lenders. In our experience, there are significant issues about 80-90% of the time when our clients don’t use one of our lenders.
35+ years experience with Chapter 7, 11 or 13 bankruptcies for individuals or businesses
Snell and Wilmer LLP
Probate – Seniors and Elder Law:
Kingsbery, Johnson & Love, LLP
Foster Graham Milstein & Calisher, LLP
Parham Law Firm
Sean Curley, CFP
The Retirement Planning Specialists, LLC
5460 South Quebec St, Suite 333
Greenwood Village, Colorado 80111
I highly recommend Kevin Schneider (no relation). He is an insurance broker, which means that he will get quotes from multiple insurance companies to see which one makes the most sense for your situation. He’s local, he’s been in the insurance industry for ~20 years and does a great job for his clients.
Secure American Insurance
Kevin will make sure that you have the proper coverage on your home, not just the cheapest premium. He’s always available for a face-to-face meeting (in person or virtually).
SmarTax and Accounting
We’ve been using Carlos since 2001 for our personal and business taxes!