Testimonials

"Dan Day and his team at Day Webb & Associates have been there for our family and our small business for over 12 years. The team is responsive and thoughtful with personal planning for our combined family, college planning for five children, and small business succession plans. The value they add to our financial security is unsurpassed. Beyond our professional relationship, we value and appreciate Dan Day and Daniel Webb's community involvement with Emergency Family Assistance Association "EFAA" & Longmont Humane Society among others. The firm has an extended professional network including legal and business transaction support, making Day Webb & Associates a trusted advisor, mentor and friend."

Joanie Holsomback and Mark Vieregg
Day Webb & Associates clients, Owner Walters & Hogsett Jewelers

 

"I have worked with Dan and his team for over 20 years and have found them to always have my best interests in mind. It is refreshing to have an advisor whom you can trust completely to maximize our planning goals and objectives to assure our family wellbeing over their personal interests."

David Brown
Founder and CEO, Techstars

 

"Dan and his team had a 'give first' approach when I was in the early stages of my entrepreneurial career. Their attitude to offer assistance helped me before it was obvious why they should do so. They listen. The team has always respected and been in alignment with my goals and objectives and to this end have been a great long-term partner since 2000. Great performance hasn't hurt!"

David Cohen
Founder and co-CEO, Techstars

 

"The Day Webb team have been a tremendous resource to me regarding a full spectrum of fiduciary planning services: financial and wealth planning. Beyond the financial aspects of my life, they are very personable with their personalized attention to my ongoing planning. These attributes, including their compassion, candor and professionalism, are valued greatly. A valued partner and trusted advisors for all things financial!"

Sally D'Angelo, MD

 

"Dan and his team have been able to take the complexity of today's money management and make it less intimidating. Simplifying what would otherwise be overwhelming is among the things they do best. They are responsive, professional, and consistently show their concern and care for us and our future. We are fortunate to have them looking out for our best interests."

Jamie Sabbach & Lisa Martin
Day Webb & Associates clients

 


"I have worked with Dan Day and his team for over 10 years, and it has been an excellent experience. Always prompt on responding, they have guided my financial future with success and stability. My family and I are grateful for Dan and the Day Webb team."

Connor Graham, MD
Day Webb & Associates client

 

"For twenty years Dan Day has been instrumental in guiding me through the process of understanding and managing my family's financial future. I have greatly appreciated Dan's professionalism, astute advice, accessibility and care in me and my family's well-being beyond just the financial aspects of life. His comprehensive approach goes above and beyond the expectations of simply a 'financial guy' and I couldn't have handled the responsibilities of inheritance and future planning without him."

Linda Moss Schutter
Day Webb & Associates client

 

"I've been working with Dan Day and Daniel Webb of Day Webb & Associates for over six years and trust them implicitly as my financial partners. They are masters at explaining the details behind complex matters that can be overwhelming. Dan and Daniel are patient yet firm in making sure their clients are informed and protected with each life chapter. I consider Day Webb & Associates an integral part of my financial well-being and plan to work with them for many years to come."

Xandra Ess, JD, SHRM-CP
Partner and COO, Made-Boulder CO
Day Webb & Associates client



"Dan is a trusted advisor and friend. His business model is to work with young entrepreneurs just starting out and to stick with them for the long term. Although in my situation, I did not benefit from the acquisition of my company in the way that we hoped, Dan has remained steadfast. Our plan never relied on a huge acquisition windfall, and consequently, we are still in a great position relative to our goals. He is available whenever we need him to guide us toward a soft landing in retirement."

Andy Sappey, Ph.D
Chief Technology Officer and Co-Founder, Zolo Technologies (acquired by John Zink)

 


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.