Testimonials

How Our Clients Feel About Us

"We just want to take this time to praise Lance Ortiz for his great work with us and our finances. James and I are both very happy with our results. Lance is very professional, and we are very comfortable with his suggestions. Thank you, Lance, for everything you have done for James and I."
Mary & Jim W. - Aurora, CO

"Working with Lance has been so easy. He answers all our questions and takes the time to explain. Appointments are always made at our convenience. He takes into consideration that we travel two hours to consult with him. We look forward to his future help and advice.",,,
Gloria S. - Fort Lupton, CO

"My Retirement Advisor, Lance Ortiz is the best! I attended one of his seminars which was very educational. I set up an appointment with him. I eventually started moving some of my money into some of the index annuities that he suggested. I am so happy I did that. Lance does an excellent job explaining the products and he is very knowledgeable about the financial markets. He is very thorough and very trustworthy. It’s been a blessing that I met Lance and doing business with Colorado Retirement Specialists. I give him an A+! I have moved most of my money into these products and my girlfriend has done the same. Thank you, Lance, for your outstanding service."
Cliff B. - Denver, CO

"Having the opportunity to work with you and your company has been a great experience. Lance and his team are the best to work with, any question will be answered in a timely manner, and they display such confidence and experience that you know you're in good hands. I can't say enough about how helpful Lance and his team have been for me except to say thank you from the bottom of my heart and bless you all. All the best to you and your team!
Danette V. - Lakewood, CO

"I have been working with the team at Colorado Retirement Specialists for about four and a half years now. When I retired from a government job I was at a loss as to where to put my money to earn a little while keeping it safe. Working with Mr. Ortiz has been a true pleasure. He treats his clients as family and makes sure that you understand where your money is being invested and can best address your personal goals. This has been an excellent move for my circumstances, and he has many different solutions for a variety of other situations. I have been so happy with the professionalism, expertise, and individual treatment that my wife has begun moving money into one of their products. Their understanding and care of your money/situation seems to be more important to them than them making a buck off you, which is not what I experienced when evaluating other options and companies. If you are looking for someone that you can trust will not fly the coop with your hard-earned life savings, I would strongly suggest using Colorado Retirement Specialists."
Ron & Phyllis H. - Lone Tree, CO

"My wife and I began very late and were somewhat desperate to begin our retirement savings. We were fortunate enough to attend one of Lance’s seminars and then meet with him. He helped to bring us down from the ledge and began our biggest steps to retirement. We appreciated and found comfort that he did not advise us to throw the largest pieces of our portfolio into the stock market; even though the market was strong. We did not want to gamble with our future. Finally, he has been growing and protecting the largest portion of our portfolio. Thank you, Lance, and to your team for helping us, and we look forward to growing more with you in the future."
Benny & Gina M. - Denver, CO

"Lance is a warm and knowledgeable professional. He is available for any questions we have and has been an incredible source for helping us plan for our future.
Whenever we meet with him, we always leave feeling secure and confident in our financial decisions.
We highly recommend his excellent service. Hope you are well and enjoying some golf and sunshine (finally!)😎
Kind regards"
Marnee & Chuck - Denver, CO

"Since we were approaching retirement age, we attended one of the Colorado Retirement’s free educational meetings, it was headed up by Lance Ortiz, President of the company. We were not only impressed with the presentation but also with Lance’s knowledge and how genuine he was in conveying his interest in helping everyone in the room that wanted it, no pressure. We followed up with a free face-to-face consultation providing him with our circumstances and leaving the meeting with a wealth of information and options to ponder and decide what would work best for our future needs. We took the time we needed, again with no pressure, to review and discuss our options between ourselves, reaching out to Lance personally with questions that were promptly answered, which helped us in making our decision. Once we decided how we wished to proceed, we again contacted Lance to set our plan in motion. Our final meeting with Lance was to get all the appropriate paperwork and information associated with our new retirement accounts and we left feeling secure in our future. Colorado Retirement Specialists are professional, knowledgeable, trustworthy, and truly interested and committed to helping secure your individual retirement goals".
Tom and Teresa - Boulder, CO

"Lance, I just wanted to drop you a note to say thanks for your help with my retirement planning. With your help my retirement account is now making money instead of just sitting. And you are now helping my sister and her husband."
Thanks so much!
Joe A. - Denver, CO

"Sarah and I attended one of Mr. Ortiz’s free educational meetings and were impressed with his positive energy and straight forward presentation. We followed up with a face-to-face consultation with him where we learned more about the importance of financial planning, the good and the scary, for later years in life. His professionalism helped build our trust in his recommendations. The information he provided using our financial goals and means, combined with examples of “how it works”, gave us peace of mind knowing we have further diversified our proverbial nest eggs in a responsible manner. Give him a call! You’ll be glad you did".
Richard & Sarah P. - Denver, CO

"I simply express our gratitude for bringing us peace of mind towards our retirement funds. I read your articles and emails which contribute to that peace of mind besides keeping us up to date on the status of the effects of change in our government towards retirement issues".

Susan O. - Denver, CO

Neither G. Lance Ortiz or Colorado Retirements Specialists, LLC are licensed securities brokers or investment advisers, and they may not provide investment advice regarding securities or make any recommendations regarding securities. For any advice regarding securities or your portfolio, please speak with your licensed securities professional. Mr. Ortiz and Colorado Retirement Specialists, LLC are retirement planners and licensed insurance brokers, and may provide advice regarding various insurance products.