2 Best Gold IRA Investment Companies Near Me in Anoka, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Trott Brook Financial
ADDRESS: 3601 Thurston Ave Suite 102, Anoka, MN 55303, United States
NUMBER: +1 763-213-1000
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Thank you to everyone at Trottbrook. You are truly amazing. They watch over our financial health, keep us well informed and care for us with a genuine friendship. We’ve been through several financial advisors and have never been as satisfied. – Ann Salo
REVIEW #2 – Always a positive experience at Trott Brook Financial. – Jo Thieling
REVIEW #3 – From Jim to every employee at Trott Brook I can’t imagine a more pleasant group. Professional, interested in a clients well being, helpful, etc. Responsiveness is amazing. As a client of Trott Brook’s you truly feel like family. Love those guys!! – Pat Schneider
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Norris Lake Retirement Planning
ADDRESS: 2850 Cutters Grove Ave, Anoka, MN 55303, United States
NUMBER: +1 763-400-3200
DESCRIPTION FROM BUSINESS: Founded by Ted Erhart, CFP®, at Norris Lake Retirement Planning we specialize in tax efficient retirement planning for people 55+. We help people position their investments to generate income they won’t outlive…
OFFICE HOURS
| Mon | 9:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:30 AM – 4:30 PM | |
| Wed | 9:30 AM – 4:30 PM | |
| Thu | 9:30 AM – 4:30 PM | |
| Fri | 9:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been clients with Ted and Norris Lake Retirement Planning for a number of years. Working with Ted has been such a wonderful learning opportunity for both of us. We feel the guidance Ted provides is in perfect alignment with our financial future goals. In my opinion, you would be hard pressed to find a more thorough planner who is realistic and so pleasant to work with! –
Ruth Ellerbroek
REVIEW #2 – I have seen firsthand how much Ted cares about his clients. His commitment to service is real. He goes above and beyond to make sure the people he works with feel supported and well taken care of. That level of dedication is rare. – Niki Clark
REVIEW #3 – Ted Erhart is an outstanding financial planner. He is patient and takes the time to explain complex concepts in a way that’s easy to understand. His knowledge is evident in every interaction, and tailored to his client’s goals. He is highly recommended for anyone looking for reliable, insightful financial guidance. – Heather Peterson
REVIEW #4 – Ted does a great job for us. He is very informative and has successfully guided us for many years. His expertise is invaluable! I would recommend Ted 100%! – Sue Kunkel
REVIEW #5 – Ted was amazing!! His knowledge, expertise, and thoughtfulness! Not many people understood what I was trying to do, but Ted got it immediately. He took the time to listen (and hear me), think about, and comment back to me in a way that I understood! Highly recommend his support! Thanks Ted! – Michael Taylor
REVIEW #6 – Enjoy working with Ted, he is more interested in what we wanted and needed for retirement. Has been very informative with helping us understand the ins and outs of retiring. Would highly recommend his services! – Gregg Akason
REVIEW #7 – We really enjoy working with Ted at Norris Lake. Not only has our portfolio really grown, but he helps make sure we understand things (at our level). He always looks at the tax implications as well, which we have been burned on in the past. – Kari Lynae
REVIEW #8 – Ted is an excellent advisor! He is very clear in explaining what is the best way to manage your money, and he listens. You can’t go wrong with Ted! – Betsy O’berry
REVIEW #9 – I had an exploratory session with Mr. Ted Erhart and was very impressed with his insight. He pointed out a couple of things that I didn’t see and made my decision making process a lot easier. I appreciate his time and effort very much. – Susan Hsu
REVIEW #10 – Ted does a great job for us. He is readily available for questions, always ready to listen and does a great job with investment advise. – Jeff Croonquist
REVIEW #11 – Ted has helped several of my clients with Social Security and retirement planning questions. I enjoy his newsletters and videos to expand my personal knowledge as well. – Dan Pfeifer
REVIEW #12 – Ted Erhart is a great guy to work with. I would recommend my friends and family to him for sure 🙂 – Stacy Ghetty
REVIEW #13 – Ted thoughtfully advised me on setting up my retirement account. Being self-employed my retirement accounts are not as straight-forward and the guidance was priceless. – Emily Erhart
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