Testimonials
All Testimonial
“I have been working with AIO Financial for several years after hearing Sylvia speak to a women’s group on socially responsible investing. They were very helpful when my father died, and I had to take care of his estate. They are always willing to respond whenever I have questions or need guidance. I have used two other financial advisers in the past and have stuck with them because of their positive and caring behavior.”
Kathy Rinn, client since 2000
Bill Holliday and his team provide excellent financial guidance and a personal approach by providing principled advice through clear communication. I highly recommend their services. I feel like we can move forward with investing for retirement and that he and his team will advise us on our financial goals. Bill Holliday answered my questions and pointed me in the right direction. Coming from a family where no one had really invested or saved, Bill helped us feel safe and wanted to keep working hard, saving, and investing. I recommend them 100%. Very friendly!
Caroline Aguilera
I am a single professional woman who has worked with AIO Financial for about 7 years. While they have guided me throughout, I have always felt ultimately in charge of my finances. In those seven years, I have purchased and paid off my home, built a solid retirement account, and taken the dream vacation of my life. I am extraordinarily satisfied with their service.
Toni Bray, client since 2005
“Before my husband passed away, I had my investments scattered about hoping that I’d created a diversified portfolio. Caregiving was so time-consuming that I hadn’t a moment to think about how these investments were progressing or failing. After he was gone, I was exhausted, confused, and in the depression of mourning. My future appeared to be nothing more than a gray fog. On top of all that, the newspapers were full of stories about corrupt institutions taking advantage of ordinary folks. I was worried and a bit scared, and insecure about how I could financially manage everything. Luckily, my older brother recommended AIO.
I really appreciated the one-fee structure. I noticed that I had already given up more than I should have in transaction fees to my former “portfolio” keepers.
It was a tremendous relief to have my investments reviewed by AIO and to see all of my assets listed in one place. From there we went on to create a portfolio appropriate to my age and needs. I was equally relieved to see that my money was being handled in a responsible and trustworthy manner.
My advisers at AIO Financial listen. They try to serve me and guide me as I and the market change. We have a relationship that I treasure.”
Karen Ingenthron, client since 2005
Bill Holliday has been my financial advisor for many years. He has been so helpful in managing my finances. He is trustworthy and supportive, which makes the sometimes-stressful process go smoothly.
Jan Hasbrouck
We have been using AIO for almost 20 years. Bill has helped us through so many financial decisions and is responsible for putting us in a solid place going into retirement.
Jody Mallie
Bill and his staff have been great to work with. I would highly recommend them to anyone.
Robert Riddle
I have worked with AIO Financial for over 2 decades. They are competent, give me quick service when needed, tailor their services for my needs, have a commitment to socially responsible investing as I do, and are completely trustworthy.
PS Morahan
I have been with the AIO team for many years now. The reason? They provide the expertise I need to make investments that suit my needs, age, and future goals. I have felt secure for a long time due to their honest and fair financial services. Today we went over the many sustainable, socially responsible investments which will help fight climate change, offer equality in the workplace, and make our future more democratic.
Karen Lewis
Always good to see you, Bill! I appreciate your positive approach and good work!
Sally Rings
Bill was as good as ever at answering all my questions and I was very happy with the direction that Bill had taken. Alex was a helpful back-up.
All good.
Harold Burchill
As always, a great financial meeting with the AIO team. We addressed retirement income, assets, and distributions, and had a very thorough discussion about taxes, now, in the future, and how to manage them.
D Smith
Working with Bill, Val, and Pamela has saved us much more money than their fees over the short term … and most certainly over the long term. They are friendly, clear, and generous with their time. Highly recommended!
David Sasaki
I have had a great experience working with Bill and the team at AIO. I feel confident that they are guiding me in the best direction for my financial future. After each meeting I leave the feeling that any questions or concerns I have been addressed and understand why they are recommending changes to my account.
Grace Golden
Bill and his staff are always friendly, helpful, and available. I like knowing that my money is invested in ethical businesses by a group of people who themselves are ethical and professional.
K F
Bill is helpful, knowledgeable, and reassuring, and the whole staff is responsive. I feel confident in their financial service and rest assured that my investments align with my values.
Tobi Holloway
I have nothing but great things to say about AIO Financial. They do more than just manage my investments. They created a plan that covers all areas of my finances, and it gives me tremendous peace of mind.
I highly recommend them to anyone, especially those with a high net worth.
They do not get commissions or sell anything, so I know they are always doing what is best for me.
Bruce Goldberg
I have worked with AIO Financial for about 20 years and both Bill and Sylvia (the founder) have been very knowledgeable and respectful about my interests in investing in socially responsible entities. I have complete faith in their care of my financial affairs.
PS Morahan
I highly recommend AIO Financial. Bill, Val, Alex, and Luis have always been responsive and have certainly saved us thousands of dollars thanks to their advice. They never push to sell us any products and services and have consistently gone beyond what was expected. I cannot imagine better service.
David Sasaki
Very helpful for the novice investor, like me. I always come away with a better understanding of what is going on with my investments and a better handle on my budgeting. And your willingness to let me do this in person instead of is a great help to me.
Catherine Elson
Very professional, always positive, I feel like our discussions are very helpful and that my funds are in good hands.
Kate Porter
I am entirely satisfied with the investment management and advice provided by Bill Holliday and his colleagues over the past several years (my original financial advisor, Linda Stratton, sold her practice to AIO in 2013).
Elizabeth West
AIO does a great job at understanding my needs, meeting regularly, and educating me about my financial situation and options. I am so happy I found AIO!
Laura Davis
My husband and I have been working with Bill Holiday at AIO for over 5 years. We have been consistently impressed with Bill’s financial knowledge and his commitment to customer service. We trust AIO, and Bill, to carefully manage our finances and thoroughly enjoy working with them. Highly recommend!
Susan Warren
Everyone at AIO is so friendly and helpful. Bill gives excellent advice, and his insight has helped my wife and I achieve our financial goals.
Joe Lathrop
I have been a client for many years and have always found good, solid advice and personal connections. Most of all, I leave confident that my financial future is as safe as possible and in good hands.
Lee Presser
Bill and his team are knowledgeable and consistent in their approach. Meetings are always productive, and they are always available in between scheduled meetings. We always walk away from our interaction with AIO having learned one or two new things.
Tim Piper
I have nothing but high praise and respect for this company. You are treated with the same care and concern, whether your investment is large or small. What more can one hope for? 5 stars and then some….
Lee Presser
I met with Bill Holliday late last week to get some quick advice and was pleasantly surprised when he informed me that the initial 1-hour consultation is free. As it turns out, he was able to educate me quickly and easily on my main issue. With that out of the way, we finished my initial consultation reviewing my 401k.
Thank you, Bill.
Michael Hill
I have been going to AIO for several years. They are truly All in One financial planner. I like Bill’s straightforward style, lack of financial bias, and socio-environmental conscience.
M Maguire
Hard to find a financial planner with specific expertise in the sustainability sector. Big thanks to AIO for all the help
Kemper Brightman
After conducting research on fee-only financial planning firms in Boulder, CO, I would like to review AIO Financial. AIO Financial is a fee-only financial planning firm founded in 2004 and is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services.
One of the things that stand out about AIO Financial is their commitment to a fee-only model, which means that they do not accept commissions or compensation from third parties. This aligns their interests with their clients, as they are focused solely on providing objective financial advice that is in the best interest of their clients. They also specialize in Socially Responsible Investing or Sustainable Responsible Impact Investing.
The firm offers a comprehensive range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and more. They take a holistic approach to financial planning, taking into account their clients’ unique circumstances, goals, and values to develop a customized financial plan that is tailored to their needs.
Clients speak highly of AIO Financials’ professionalism, expertise, and communication skills. The firm is committed to providing exceptional client service, and they are proactive in communicating with clients to ensure that their financial plans remain on track.
Overall, I would highly recommend AIO Financial to anyone in Boulder, CO, who is seeking fee-only financial planning services. Their commitment to a fee-only model, comprehensive range of services, and dedication to exceptional client service make them an excellent choice for anyone seeking to achieve their financial goals.
Bill’s familiarity with my account and goals, along with his knowledge of investing, is very reassuring. I appreciate the time that he and Alex spent preparing for our meeting.