NuvOak
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"Nuvoak is the best"
After working with several "professionals" who claim they have fiduciary duty whereas they're all focused on personal interests, working with Alicia Mae Courville and her team at Nuvoak has been an absolute dream! They deliver truly professional financial planning services and put their clients’ interests first. Alicia was clear about what she would need and what she thought she could do. She surpassed my expectations. Asked for less and gave me more.– I’d happily recommend her to anyone wanting a holistic personalized service.
Date of experience: Oct 17, 2022
- Useful17
"Amazing advisor equals desired retirement!"
Alicia is our third financial adviser, and a huge improvement on the others in terms of advice and commitment. She is pro-active where the others were not, and has made us focus on our plans for retirement – a huge achievement!
Date of experience: Oct 07, 2022
- Useful20
"My financial life has taken..."
My financial life has taken a better shape ever since I got to know of Nuv Oak. Alicia Courville was by far the most professional and understandable person I had dealt with. She is the reason I went with Nuvoak. She answered every call and text. Thank you for everything.
Date of experience: Oct 04, 2022
- Useful17
"Amazing people"
It has been all round incredible working with these guys. Working with Alicia Courville feels like I am talking to someone who has known me forever, which made the process painless and friendly. I would definitely recommend her for anybody who wants to make the best out of investing.
Date of experience: Oct 04, 2022
"Impressive work ethics."
Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Alicia had this and more. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes.
Date of experience: Oct 02, 2022
"Very client centered and professional"
Through in-depth discussion Alicia encourages us to regularly focus on our goals in life and then to financially plan with us to reach our aims. This approach fully integrates life plans and the financial plans and makes very good sense. Alicia simplifies a complex subject keeping us well informed of the latest changes and adjusting our mindset to suit the current legislation. NuvOak is very client centered and professional and we would happily recommend their services to others.
Date of experience: Sep 15, 2022
"Like many people, I spend the majority of..."
Like many people, I spend the majority of my time planning for my business, but pay little or no attention to my own finances. Alicia Courville has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with NuvOak sooner!
Date of experience: Sep 03, 2022
- Useful19
"Appreciation to Alicia Mae Courville"
I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.
Date of experience: Sep 03, 2022
"The next Cathie Wood!"
Alicia might just be the unsung Cathie Wood. She's so quick to make re-adjustments in my account. Always on the edge of the market. I opted for a moderate to aggressively weighted portfolio with her and saw a tremendous growth of over $600,000 from the last quarter of 2021 till date. Thanks to her, my wife and I have so much more valuable time to spend together on the vacations we always wanted. 5 stars to Alicia and the Nuvoak Team!
Date of experience: Aug 28, 2022
"Alicia is an energetic person providing..."
Alicia is an energetic person providing a positive influence to those with whom she interacts. Her professionalism and knowledge of her industry ensures there are no questions left unanswered in determining the right strategy for her clients. She is a real pleasure to deal with.
Date of experience: Aug 25, 2022
- Useful17
About NuvOak
NuvOak offers custom financial solutions for our clients’ needs. Alicia Mae Courville with her team, help individuals and families develop a successful investment plan and guidance. We understand your challenges and have the experience to offer tailored solutions to meet your financial needs..
Address
Civic Center Plaza, 1560 Broadway, Denver, CO 80202
Website
nuvoak.com
Email
[email protected]
Category
Financial Services