Battle and Company logo

Battle and Company in Denver, CO

5.0/5
Google rating from 1 review

Charles Battle offers comprehensive financial planning and advisory services combining faith-based perspectives with professional credentials including CFP certification and divinity training.

Data compiled from public sources · Google rating shown when a stored review count is available

Battle and Company Review

Battle and Company is a financial advisory firm founded by Charles E. Battle, a professional with over 40 years of combined experience across finance, insurance, and religious ministry. Battle holds a CFP (Certified Financial Planner) credential from the College for Financial Planning (1984), a Masters of Divinity from Iliff School of Theology (2006), and a Doctor of Divinity from Faith Bible College. He is also a former professional football player and ordained Senior Pastor, giving him what he describes as a unique "team approach" to financial problem-solving.

The firm offers comprehensive financial planning services that integrate multiple disciplines into a balanced approach to solving life's financial problems. Their website indicates they work with individuals on financial strategy and provide education around financial wellness. They specifically market programs to churches and non-profit organizations that benefit both those institutions and the communities they serve. Testimonials mention guidance on Medicare Advantage Plans and health insurance optimization, suggesting their scope includes benefits planning and insurance consultation.

Battle's philosophy emphasizes long-term strategy over short-term market volatility and frames financial advice within a holistic life-context paradigm. He has developed what he describes as an "innovative national grassroots program" combining education and nutrition to improve health, social, financial, and quality-of-life outcomes for seniors in minority and disadvantaged communities. The firm positions itself as providing solutions-focused financial guidance rather than problem-focused analysis.

The company operates as a small, principal-led advisory practice based in Denver, Colorado. While positioning itself as comprehensive financial planning, the website provides limited specifics about service scope, fee structure, or formal credentials beyond the principal's qualifications. The categorization as "free-help" appears aspirational rather than descriptive of actual current operations, though the nonprofit and community-focused initiatives suggest some educational or pro-bono elements.

When evaluating options, consumers should compare debt consolidation loans, which combine multiple debts into a single fixed-rate payment. Credit counseling through nonprofit agencies offers free budgeting help. For those whose credit has been damaged, credit repair services can address inaccurate negative items. Nonprofit counselors can help consumers evaluate whether an installment loan for debt consolidation makes sense given their income and existing obligations.

Services & Features

Community-focused senior financial wellness programs
Comprehensive financial planning and strategy
Financial education programs
Health insurance benefits counseling
Long-term financial strategy development
Medicare Advantage Plan consultation and optimization
Nutrition and health-integrated financial planning
Specialized consulting for churches and non-profit organizations
Values-aligned financial guidance

Feature Checklist

Mobile App
Online Portal
Score Tracking
Credit Education
Personal Advisor
Identity Theft Protection

Pros & Cons

Pros

  • Founder holds CFP certification and formal finance credentials from College for Financial Planning (1984)
  • Advanced theological training (Masters and Doctor of Divinity) offers values-aligned financial counseling perspective
  • Targets underserved populations including minorities, disadvantaged seniors, churches, and non-profits
  • Testimonial demonstrates practical value: client overpaid health insurance for 6+ years before receiving guidance on Medicare Advantage Plans
  • Integrated approach combines financial planning with broader life and wellness strategy
  • Long business tenure with established physical address and phone contact (since at least 2024 copyright)

Cons

  • Website provides almost no detail about specific services offered, fee structure, or service areas
  • No clear indication of whether services are actually free, sliding-scale, or fee-based despite "free-help" categorization
  • Limited online presence and marketing makes it difficult to assess current active client base or service capacity
  • Website lacks information about specific financial planning methodologies, software tools, or planning processes
  • No credentials or accreditations listed beyond founder's CFP and divinity degrees; no NAPFA, XY Planning, or other planning organization memberships mentioned

State Consumer Finance Context

This is state-level context for Free Help consumers in Denver, CO. It does not confirm that Battle and Company or this specific location is licensed.

State regulator

Colorado Department of Regulatory Agencies - Division of Banking

Key state rules to check

  • Proposition 111 (2018) capped payday loan APR at 36% and eliminated balloon payments.
  • The Uniform Consumer Credit Code governs most consumer lending in the state.
  • Payday loans limited to $500 with a minimum 6-month term.

Source: CreditDoc state-law summary and listed public regulator resources. Verify licensing directly with the listed state regulator before relying on a provider.

Frequently Asked Questions

What services does Battle and Company offer?

Battle and Company offers 9 services including Comprehensive financial planning and strategy, Medicare Advantage Plan consultation and optimization, Health insurance benefits counseling, Financial education programs, Specialized consulting for churches and non-profit organizations, and 4 more.

What profile signals are listed for Battle and Company?

Battle and Company has profile signals associated with Faith-based individuals seeking financial advice aligned with religious values and pastoral perspective, Senior citizens in minority or disadvantaged communities exploring Medicare and benefits optimization, Churches and non-profit organizations seeking listed financial guidance for institutional planning, Individuals preferring advisor with religious ordination and theological background alongside financial credentials.

What are the strengths and weaknesses of Battle and Company?

Key strengths: Founder holds CFP certification and formal finance credentials from College for Financial Planning (1984); Advanced theological training (Masters and Doctor of Divinity) offers values-aligned financial counseling perspective; Targets underserved populations including minorities, disadvantaged seniors, churches, and non-profits. Areas to consider: Website provides almost no detail about specific services offered, fee structure, or service areas; No clear indication of whether services are actually free, sliding-scale, or fee-based despite "free-help" categorization.

How does Battle and Company compare to similar companies?

In the Free Help category, comparable providers include A Plus Credit Services LLC, Memphis Gold and Diamond Buyers, Watson Worldwide Credit Repair. Each company has different strengths, so compare services, pricing, and consumer complaint records before deciding what to do next.

Quick Facts

Headquarters
Denver, CO
BBB Accredited
No
Visit Battle and Company

CreditDoc Profile Note

Research Note on Battle and Company

Battle and Company is best suited for faith-oriented individuals or organization leaders seeking holistic financial guidance from an advisor with both professional CFP credentials and deep religious training. The main caveat is that the website lacks transparency about current service capacity, pricing, geographic service area, and specific offerings—interested parties will need to contact directly via phone (303-388-4357) or email to understand whether services match their needs and financial situation.

Profile Signals

  • Faith-based individuals seeking financial advice aligned with religious values and pastoral perspective
  • Senior citizens in minority or disadvantaged communities exploring Medicare and benefits optimization
  • Churches and non-profit organizations seeking listed financial guidance for institutional planning
  • Individuals preferring advisor with religious ordination and theological background alongside financial credentials
Updated 2026-04-30

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Quick Summary

  • Battle and Company is listed as a Free Help provider in Denver, CO on CreditDoc.
  • Use this page to check contact details, location, listed services, review signals, FAQs, and similar providers before deciding what to do next.
  • If you need a loan, account, installment option, credit help, or debt support, start with the fit quiz and compare alternatives before contacting a provider.
  • For broader context, continue into the free Credit Fundamentals course or a relevant financial wellness guide.

Financial Wellness Guides

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