Bason Asset Management - Lakewood, Colorado

Bason Asset Management - A Leading Financial Planning Firm

Bason Asset Management, located at 355 S Teller St STE 200, Lakewood, CO 80226, is a renowned financial planning firm that has been helping clients navigate the complex world of investments and financial planning. The company's phone number is 204468555, and their website can be found at basonasset.com.

Specialties and Services

Specializing in financial planning, Bason Asset Management offers a wide range of services to cater to the diverse needs of their clients. These services include portfolio management, investment advice, and retirement planning, among others. The firm's dedication to providing personalized service ensures that each client receives tailored solutions that align with their unique financial goals.

Accessibility and Recommendations

Bason Asset Management is committed to ensuring that all clients, including those with disabilities, have equal access to their services. The company offers a wheelchair accessible entrance, parking lot, and restroom, demonstrating their dedication to accessibility and inclusiveness. Appointments are recommended to ensure the best possible experience for each client.

Client Testimonials and Reviews

With a 5/5 average rating based on 1 review on Google My Business, Bason Asset Management has garnered high praise from satisfied clients. One noteworthy testimonial highlights the exceptional service provided by James Osborne, the firm's lead financial planner. The client praises Osborne for his expertise, professionalism, and ability to manage their portfolio with precision during their transition to retirement, ultimately providing peace of mind and financial security.

Another client expressed their satisfaction with the firm's ability to manage their portfolio effectively, stating that "James Osborne has kept us steady during questionable financial times" and that the service provided would be an "absolute bargain at twice the price."

Final Recommendation

For individuals seeking a reliable and professional financial planning firm, Bason Asset Management stands out as a top choice. With their expertise, personalized service, and commitment to accessibility, they have earned a stellar reputation among their clients. We highly recommend reaching out to Bason Asset Management via their website or by phone to explore how they can help you achieve your financial goals and secure your financial future.

👍 Reviews of Bason Asset Management

Phillip Z.

5/5

This is simple. James Osborne, the service he provides, would be an absolute bargain at twice the price. He has kept us steady during questionable financial times. Managed our portfolio through our transition to retirement to mitigate taxes. Given us the confidence to go and enjoy our lives not worrying about finances, knowing we have him to handle that aspect of our lives. My highest recommendation.