Daniel D.
1/22/2015
I don't know what is up with YELP, but I have tried twice now to post a review for Mr. Day, to no avail. That YELP refuses to post my positive reviews, and continues to post only the singular...
Day Daniel M & Assoc
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2060 Broadway St Ste 310
Boulder, CO 80302
Day Daniel M & Assoc, based in Boulder, CO, is a wealth management company that specializes in fiduciary financial planning. Established in 1981 by Dan Day, the firm caters to families, professionals, tech entrepreneurs, and business owners nationwide. In 2013, Daniel Webb joined forces with Day to ensure continuity in financial, wealth, and estate planning for their clientele.
Operating under a "Fee Only" financial planning and "Fee Based" wealth management structure, Day Daniel M & Assoc charges a fee for their time and advice. They utilize a comprehensive approach encompassing financial, risk management, estate, business, and wealth management planning. The firm's team comprises highly credentialed members who work collaboratively to develop and implement sophisticated and coordinated financial strategies.
Setting themselves apart from siloed financial advisors, Day Daniel M & Assoc focuses on integrating various disciplines like tax, law, asset protection, insurance, and distribution planning. Their mission is to assist clients in realizing their financial vision efficiently through synchronized planning that optimizes time and resources. Recognized for their excellence, Dan Day has been named a Best-In-State wealth advisor by Forbes, a testament to the firm's dedication and client-centric approach.
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Reviews
2.04 reviewschris w.
8/22/2011
In 1995 Daniel Day put me in a Variable life insurance plan. These vehicles are sham, with massive heavily disguised fees. While Dan has most likely moved on to new high cost overly...
Ross Z.
1/15/2016
Dishonest, will certainly help you make the right choice - for him. My wife and I employed the services of Dan Day many years ago, trying to get started with our financial planning. We were...
J M.
10/2/2015
My experience was neutral in terms of the mutual funds that Dan sells. They are ok, but I now prefer lower-fee ways of getting the same exposure. I did have to resist advice from Dan to "churn"...
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