2 Best Gold IRA Investment Companies Near Me in Altoona, WI – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
North Point Advisor Group
ADDRESS: 903 S Hillcrest Pkwy, Altoona, WI 54720, United States
NUMBER: +1 715-598-7011
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial coaching, General investment consulting, Philanthropic investing-related financial consulting, Retirement-related financial consulting
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – David and his entire team are tremendous to work with – both on our personal financial planning and also on our small business tax/accounting. The amount of time I’ve gotten back by them handling our tax and accounting services allows me to focus more energy on running my business. Highly recommend!! – Katie Zook
REVIEW #2 – David, Jeremiah, and the whole team has been excellent to work with for the past few years. It’s so nice to have experts take the lead so I can just run my business’s day to day and leave them to the fun tax things. Highly recommend. – Stephanie Meyer
REVIEW #3 – David and the team at North Point Advisory Group have been a tremendous resource for me and my family. Their financial advice has always been thoughtful, strategic, and tailored to our long-term goals. They are not only trusted wealth managers, but also genuinely great people who truly care about their clients’ success. I highly recommend David and his team to anyone looking for expert guidance and a relationship built on trust and integrity. – Derek Trainor
REVIEW #4 – As a small business owner I feel so confident working with David & his team. They make me feel confident about my financial decisions & their advisory services have been beyond valuable for the growth & financial health of my business. I recommend them to every business owner I know!!! – Lauren Shira
REVIEW #5 – We recently had a very informative meeting with David Hopkins regarding basic finance and savings. He explained everything clearly and helped us feel more confident about our financial direction. It’s great to work with someone you both respect and trust, especially when it comes to your family’s personal finances. Highly recommend North Point Advisory Group and David for anyone looking to build a strong financial foundation. – Meg Murphy
REVIEW #6 – Sara and David are great. Took the time to explain and answer all our 401k questions. Always available for anything that may come up throughout the year. – Brandi Massman
REVIEW #7 – David and the team at North Point are fantastic! They got my retirement plan pointed in the right direction. I don’t feel like just a number at North Point. Genuine people delivering excellent results! – Travis Maug
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Bernicke Wealth Management
ADDRESS: 1565 Bluestem Blvd, Altoona, WI 54720, United States
NUMBER: +1 715-227-4178
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, A Registered Investment Advisor, Advanced Planning, Alternatives Investments, Investment Accounts, Investment Advice, Investment Management Strategic, Investment Options, Retirement Accounts, Retirement Income Planning, Retirement Plan Consulting, Retirement Planning And Investment, Retirement Savings,
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband & I have been with Bernicke going on three years. We went to a few introductory seminars before joining their firm. We actually gained so much more information from their seminars than we were getting from our current advisor. Bernicke’s felt more like a journey going forward into your financial wealth/future that you were actually a part of. We had the honor of having two great advisors at Bernicke’s; Lindsay & Mitchell. As with all great companies, growth happens and is a wonderful thing. However, Lindsay relocated & we preferred a more in-person experience locally at the time. That is when we were introduced to Mitchell. His advice and explanation of past & current stock data and current event happenings was so easy to understand. He too has just recently been relocated due to the company expanding. He will be closer to family, and we wish him only the best. As far as my husband and I are concerned; we have found “our guy” for our financial future. Deciding to trust and going with Bernicke Wealth Management was definitely one of our better life decisions. – Cindy Pagenkopf
REVIEW #2 – I have been with Bernicke and Associates Financial Planners since the 1980’s and highly recommend them. They are professional, careful, confidential and personable—-and they know what they’re doing with your money. A wise investment to work with them. – Sue Foxwell
REVIEW #3 – Lindsey always makes me feel comfortable, explains clearly what I need to know, asks appropriate questions and answers all the questions I have. I have had her as my advisor for a few years now and I appreciate how well she knows my situation and works with me to do the best with my portfolio. – Erin Vaara
REVIEW #4 – I’ve worked with Bernicke for many years now. Dan has been my representative for several years and I am always pleased with his work, and know that he has my best interests in mind. – Kathy Mousel
REVIEW #5 – As always, we received helpful advice and reassurance from Dan. We stay on track for a comfortable retirement because of Dan’s guidance and Bernicke’s system. – D Brandt
REVIEW #6 – Dan is a very well-informed advisor and he keeps us up to date on world markets. We have enjoyed working with him and would highly recommend Bernicke Wealth Management. – Lyle Niemann
REVIEW #7 – Always a pleasure meeting with Dan and talking about the market and how they see things happening in the coming months. Also enjoy the invest advise we get on our portfolio. – Steven Gay
REVIEW #8 – Dan is always so easy to understand as he explains this complicated stuff! Got to meet his assistant Brigs in person. He has answered all of my stupid questions! A very personable young man!
REVIEW #9 – I had help from John O’Connor a wealth management advisor. He set me up free of charge with a lawyer for estate planning. John went out of his way without even knowing me. I was so impressed with this help and support. I would advise anyone and everyone to seek his service. He is trustworthy, honest and very helpful. Thank you, John! – michelle harbeck
REVIEW #10 – The team gives me personalized service and takes time to answer my questions thoroughly. Everyone there greets me by name and takes the time to know about me and my life, and I have gotten to know them well too. – Marge
REVIEW #11 – I’ve worked with Mitch Vandenmeerendonk and Katie Aubert for a few years now. I always appreciate their financial wisdom, patience, helpfulness, and individual guidance. I always feel heard and appreciated as a client. Choosing Bernicke Wealth Management was a great decision for me! – Marilyn Skrivseth
REVIEW #12 – Dan was very good at going over everything with us. Giving us insight on the markets. Suggesting ideas for us to improve debt load prior to retirement and to set up a plan to succeed. Really enjoyed our visit. Super helpful and knowledgeable. Thank you Dan! – Jon Yule
REVIEW #13 – Everything went well. I appreciate the direction you have me going. Thank you for the mug – John Gilboy
REVIEW #14 – Financial Analysis from Mitch and technical assistance from Kylie were excellent. Both are very competent, friendly and accommodating. They are always ready to listen and provide what the customer desires. Great service! – Dee Jay Donlin
REVIEW #15 – Thanks for meeting with us we appreciate the updates and your genuine concern on our financial future. – Dave Loomis
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