Personal Benefit Financial | Rountree & Associates - Lakewood, Colorado

When considering financial planning services in the Lakewood, Colorado area, Personal Benefit Financial | Rountree & Associates emerges as a noteworthy option. This financial advisory firm, operating from the specified address at 870 Kipling Street A in Lakewood, offers specialized financial planning services designed to help clients navigate their financial futures. The firm's commitment to accessibility and inclusivity is particularly highlighted, making it a potentially valuable resource for a diverse clientele seeking professional financial guidance.

Understanding Personal Benefit Financial | Rountree & Associates

Personal Benefit Financial distinguishes itself by focusing primarily on the role of a financial planner. This core service involves creating personalized strategies to help clients achieve their specific financial goals, whether they range from retirement planning and investment management to debt reduction or estate planning. The expertise of a financial planner is crucial in today's complex financial landscape, offering tailored advice based on individual circumstances, risk tolerance, and long-term objectives.

The firm positions itself as a women-owned business, which can be a significant factor for clients who specifically seek services from female professionals, potentially offering different perspectives or approaches to financial planning. This aspect adds a layer of diversity to the financial services landscape in the Lakewood area.

Location and Contact Information

For clients interested in visiting the office, the physical location is clearly defined: 870 Kipling Street A, Lakewood, Colorado 80215, United States. This address facilitates easy navigation for local clients seeking on-site services. The firm encourages prospective clients to contact them using the provided telephone number, 303-238-5123, allowing for direct communication regarding financial planning inquiries, appointment scheduling, or general information about their services.

Alternatively, clients can explore the firm's online presence through their website, pbfadvisors.com. This digital platform likely offers additional details about the firm's services, team members, and potentially online resources or tools for financial planning.

Accessibility and Inclusivity Features

Personal Benefit Financial demonstrates a strong commitment to accessibility and inclusivity across multiple dimensions. They explicitly mention offering online appointments, providing flexibility for clients who prefer virtual consultations, perhaps due to geographical constraints, time zone differences, or personal preference. For those who prefer face-to-face interactions, the firm offers on-site services directly from their Lakewood office.

The firm's physical location is designed with accessibility in mind. Key features include a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that mobility-impaired individuals can navigate the premises without barriers. Once inside, clients will find wheelchair-accessible seating available, and importantly, a wheelchair-accessible toilet is also provided, enhancing comfort and usability for all visitors.

Language assistance is another highlighted feature, suggesting that the firm is prepared to accommodate clients with diverse linguistic backgrounds, ensuring clear communication during financial discussions. This service is crucial for effective financial planning where precise understanding is paramount.

Furthermore, Personal Benefit Financial explicitly states its commitment to being an LGBTQ+ friendly business and a transgender safe space. This indicates a welcoming environment for the LGBTQ+ community and transgender individuals, ensuring that all clients feel respected and comfortable when discussing personal financial matters.

Booking Appointments

Regarding appointment scheduling, the firm advises that appointments are recommended. While it's not explicitly stated that appointments are strictly mandatory, the wording suggests a preference for scheduled consultations to optimize the service delivery for both the clients and the financial planners. This practice allows for dedicated time to focus on each client's needs thoroughly.

Client Feedback and Reputation

While the firm possesses these commendable features, the limited availability of client feedback should also be considered. Currently, Personal Benefit Financial has only 2 reviews listed on Google My Business, and these reviews have an outstanding average rating of 5/5 stars. This perfect score indicates that existing clients have been highly satisfied with their experiences, potentially reflecting the quality of the financial planning services, the professionalism of the staff, or the effectiveness of the overall client service model.

However, the small sample size of only two reviews means that this high rating might not yet represent the broader experience of all clients. Prospective clients are encouraged to seek additional testimonials or inquire directly about the typical client experience before making a decision.

In conclusion, Personal Benefit Financial | Rountree & Associates presents itself as a specialized financial planning firm located in Lakewood, Colorado. Key factors to consider include their focus on financial planning, status as a women-owned business, commitment to accessibility (both physical and linguistic), and welcoming environment for the LGBTQ+ and transgender communities. The provision of online appointments and on-site services offers flexibility. While the appointment recommendation and the small number of reviews should be factored into one's decision-making process, the overall emphasis on personalized service, inclusivity, and accessibility makes Personal Benefit Financial a notable entity in the local financial advisory sector.