Envoy Financial

Name: Envoy Financial
Telephone: +18888791376
Rating: 4.70

Financial planner 4.70(21 reviews) 5333 N Union Blvd Ste 200, Colorado Springs, CO 80918, United States

Envoy Financial offers specialized retirement plans for churches and ministries with a focus on affordability, ease, and comprehensive support. With over three decades of experience, they provide a wide range of investment options and robust educational resources to empower participants in making informed retirement decisions.

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Services Envoy Financial offers

Envoy Financial provides a range of tailored services for ministries and their retirement plans.

Advisory Services
Third-Party Administration
Recordkeeping
Easy Enrollment Processes
Empowering Education + Support
Open Architecture Investment Platform
Personalized Retirement Guidance
Specialized Ministry Retirement Plans

Envoy Financial business numbers & email addresses

Email addresses

Not available.

Phone number

+18888791376

Location & directions

Envoy Financial is located in Colorado Springs, providing easy access for ministry professionals seeking guidance. Conveniently situated, you can reach their offices with ease and find ample parking available.

5333 N Union Blvd Ste 200, Colorado Springs, CO 80918, United States

Service hours

Tuesday	8 AM–5 PM
Wednesday	8 AM–5 PM
Thursday	8 AM–5 PM
Friday	8–11 AM
Saturday	Closed
Sunday	Closed
Monday	8 AM–5 PM

Envoy Financial overview

Envoy Financial specializes in retirement planning solutions tailored for churches, missions, and ministry organizations. With nearly three decades of dedicated focus, they deliver comprehensive support and innovative services designed to meet the unique needs of faith-based organizations. Their expertise covers advisory, recordkeeping, and educational services, ensuring that every participant receives the individualized care required to make informed retirement decisions. Building trust through experience, Envoy Financial stands out by prioritizing client relationships and offering customized guidance rooted in a deep understanding of their needs.

Send letters & parcels

To send letters or parcels to Envoy Financial, use their business address at 5333 N Union Blvd, Ste 200, Colorado Springs, CO 80918. Ensure your package is securely sealed and clearly labeled to ensure prompt delivery. Utilizing reputable postal or courier services can help you deliver documents, proposals, or other correspondence safely. It's advisable to keep a record of your shipment details for tracking purposes.

Send a resume or CV

If you wish to apply for a position at Envoy Financial, prepare a professional resume or CV including your relevant experience and qualifications. Clearly indicate the position you are applying for. Mail your application to their listed physical address. Make sure your application is well-organized and use clear packaging, ensuring your credentials reach the correct department efficiently.

Business highlights

Specialized in Ministry Retirement Plans
Comprehensive Investment Options
Dedicated Educational Resources

Accepted payment methods

Credit CardBank Transfer

Customer experiences

Customers appreciate the targeted financial planning solutions Envoy provides, especially for faith-based institutions. Many praise their personalized support and wide range of investment choices tailored to meet their specific needs. We invite more clients to share their experiences, enabling others to benefit from your insights and helping us continue to improve our services. Your feedback is valuable and helps us maintain the highest standards.

Rich Silveira

I have had little contact with Envoy since my account was initiated by my employer many years ago. Now, as a retiree, I have found it necessary to close an account and use the money for home repairs. Their associate, Dave, was cordial, helpful, and administrated the transaction quickly and with great patience and skill. Isn't this how business should always be conducted, (yet so rare these days.) I appreciate the professional and kind care and service I received from Dave.

Cindy Cho

My first time calling Envoy with questions about my investment and Joshua was very patient and explained step by step as to what I needed to do. Excellent experience!!

Malcolm Hartnell

Envoy is a top-notch organization to deal with. They are professional, competent, genuinely caring, and more than helpful. My wife used to take care of all of our finances, and when she passed, I was clueless about things like housing allowances. James and Lani not only answered all of my questions, within an hour my request for my housing allowance had been successfully completed and submitted.