NuvOak
Share your thoughts
If you've used this product or service, share your thoughts with other customers
Write a review
"Highly recommended!!"
I have been a client of NuvOak since 2019 and would highly recommend their services. They have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends and family to NuvOak and they also are very happy with the service. I will definitely continue to rave about NuvOak services.
Date of experience: Apr 22, 2022
"High Five!"
Alicia from Nuvoak has been helpful for me as someone who is finance phobic. Keeps me sufficiently engaged to allow me to make sound investment decisions. Always available to advise me on various financial planning needs like wills, trusts and inheritance arrangements.
Date of experience: Feb 17, 2022
"I've had some experience.."
I've had some experience investing on my own for personal accounts using several platforms including Robinhood and Stash. NuvOak gave me the most desired answers. I know my money is safe, secure and managed all the time. What more can I ask for.
Date of experience: Nov 13, 2021
- Useful15
"Doesn't get any better"
Profit making almost guaranteed, online representatives are readily accessible. Fees are fair and reasonable. You have no reason to search for other options.
Date of experience: Sep 17, 2021
"This company is great in keeping.."
This company is great in keeping the clients up on what to expect in my portfolio of benefits. Monthly I receive reports and explanations on how and why. Retirement funds - that I invested through employment. They can be trusted.
Date of experience: Sep 14, 2021
"Alicia and Nuvoak as a whole..."
Alicia and Nuvoak as a whole has since been a pleasure to work with, esp. working with me on a few tricky / time-sensitive ways. While they don't have many branches, their phone/mail services are really good -- much better than the in-person service I received from my former broker.
Date of experience: Aug 16, 2021
- Useful17
"You can always rely on them"
Nuvoak always gives me good advice and guidance when needed. I have had difficulty picking which investments are most beneficial or which are risky. Nuv Oak has put together a plan for me that has been most successful. I would not have the retirement I'm enjoying without them.
Date of experience: Apr 30, 2021
"Excellent"
I have been a client with Nuvoak for over five years and I would recommend them, especially someone who is in my demographic and who prefers my investment style: 40 years old, married, middle class and who prefers investing in actively managed mutual funds, some passive funds and ETFs, and some individual stock picking. Their approach is excellent and always happy to help.
Date of experience: Jan 29, 2021
- Useful11
"Excellent choices with a great service"
Excellent choices with a great service. Some of the lowest fees for portfolio management. Really flexible choices from a vast portfolio. We have had the account with them for a while and never complained. Solid background with solid choices.
Date of experience: Jun 30, 2020
"You are in the right place"
I have bounced around between big banks and brokerage firms in the past few years, and I've always been nicked and deemed for this or that fee. I signed up with Nuv Oak and it's been a great 2+ years with them. Alicia is the best woman advisor anybody can ever wish for. Great investment options and good perks. Bottom is that I consistently recommend this for anyone seeking help with investing.
Date of experience: Mar 29, 2020
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