2 Best Gold IRA Investment Companies Near Me in Blue Springs, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Guemmer Financial Planning
ADDRESS: 1900 NW S Outer Rd Ste 200, Blue Springs, MO 64015, United States
SERVICES: Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Financial Planning, Multigenerational Planning, Portfolio Management, Retirement Planning, Strategic Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Wade has been my financial advisor since 2019. I am please with the service and advice he has provided. I really like that he listens and includes me in all discussions and decision making. He makes himself available to his clients. I have had an incredible experience and highly recommend him to anyone seeking financial advice. – Geraldine Everson
REVIEW #2 – Wade has been my financial advisor for several years and I have been completely satisfied with his service. His advice and planning is strategic and insightful and has paid off very well for me and my family. The main thing I have always liked about Wade is that he listens to me, he is very responsive when I have questions and he cares about my goals. I’ve never had an issue with being able to get in touch with him. I’m very pleased with the return on my investments and would recommend Wade to anyone. – Brian Word
REVIEW #3 – Wade has provided superlative service for me! He is knowledgeable but low-key and his advice has been accurate and helpful. He’s professional but friendly and safe in all of his interactions. He has helped me with excellent referrals, worked hand-in-hand with my attorney, and has been nothing but supportive in both good and bad times. My money is in good hands and is being overseen with my priorities in mind. Please give him a call! He’s wonderful to work with. – Stephanie Christenson
REVIEW #4 – Wade G. Is amazing to work with. I have been working with Wade for about 8 years. He has helped me with collage funds for children, IRA Roth’s for myself, guiding me in the stock market. I can’t say enough good things about my experiences. He was referred by my mother and father. My father had been with him since the early 2000’s and had nothing but good things to say. My mother is very happy with him to this day, as well as I am. – ashley draeger
REVIEW #5 – We have enjoyed working with Wade on our financial planning. We have been a customer for several years and his guidance has profited more than we ever dreamed it could. Looking forward to many more years of financial success with his guidance. – DeAnn Bender
REVIEW #6 – We highly recommend Wade for financial services. He guided us as we prepared for retirement; reviewing investment accounts, and various insurance policies to ensure we were ready. He continues to review our accounts and discuss options on a regular basis. Wade is very responsive to our calls or emails when we have questions. He is a great person who always makes your success a priority! – Patty Carman
REVIEW #7 – Wade Guemmer has been our financial advisor for over 20 years. He is very thorough and knowledgeable about the market. We are cautious by nature but never feel pressured to invest our money in funds that we feel uncomfortable with. Wade respects that. He will give us his opinion and advice, but never pushes us. I highly recommend Wade as a consultant. He is a pleasure to work with! – Ron & Diane Johnson
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Jodie Michelle Orel: Primerica – Financial Services
ADDRESS: 1200 NW S Outer Rd Ste 112, Blue Springs, MO 64015, United States
NUMBER: +1 816-403-4747
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Jodie has been an outstanding experience. She takes the time to truly understand your goals and create a clear, personalized plan to help you get there. Their office’s communication is excellent, and they make complex financial concepts easy to understand. I feel confident and at peace knowing my finances are in such capable hands. Highly recommend! – Lorie Johnson
REVIEW #2 – Jodie has been a financial advisor for 30 years in the same area- that speaks for itself! Her focus is education and giving people knowledge about finances. If you want someone to come alongside you and help guide AND teach you, look no further! She truly cares about her clients. – Emma Goad
REVIEW #3 – Jodie and Dan Orel are the best at what they do – they walk you thru how to retire with confidence! And the relationship didn’t stop there! They helped us figure out how to live “well” by meeting with us – monitoring the market- suggesting new ways to invest – to maximize our income for our future! They are trusted friends. So thankful for Dan and Jodie! Wouldn’t want to try to do this retirement thing without them! – Lorinda Lewis
REVIEW #4 – Allowing Jodie to help my husband and myself with our retirement has been one of the best blessings! I thought I had things figured out financially, but I would have missed out on all the opportunities that she’s shown us. Thanks Jodie – you’re the best! – Yolanda Carrillo
REVIEW #5 – Jodie is incredibly easy to talk to and always accessible for any questions related to investments and retirement. She clearly lays out a thoughtful, easy-to-follow plan, making complex financial decisions feel simple and manageable. We truly appreciate her responsiveness, professionalism, and ability to tailor guidance to our goals—highly recommend! – Brooke Kensinger
REVIEW #6 – Jodie is an incredible financial advisor who genuinely takes the time to educate and guide you every step of the way. We are so happy we made the switch! – Hannah Roper
REVIEW #7 – I’m recently retired and have been working with Jodie and Dan for the last 7 years. Thanks to their hard work, I have retired comfortably and never have to worry about money again! – Dale Messer
REVIEW #8 – So thankful for Jodie & Dan and the opportunities they have opened up for us. We’ve been able to enjoy our retirement more than we imagined. Thank you guys! – Mario Carrillo
REVIEW #9 – Working with Jodie Orel will be one of the best decisions you can make for your financial future. From the very beginning, she will take the time to understand your financial goals, risk tolerance, and unique situation. Jodie has an incredible ability to simplify complex financial concepts and explain them in a way that makes sense, ensuring you always feel informed and confident in every decision. – Casey Coring
REVIEW #10 – Ms. Jodie help me retire from the Olathe Police Department in 2018. Love Ms. Jodie. – Coach Damon Bell
REVIEW #11 – Super people! Allowed me to retire in 5 star form!!! Don’t wait! Everyday you don’t contact them, you are losing money!!! – Cynthia Postnikoff
REVIEW #12 – Very educational and informative from the very beginning. Absolutely no judgement wherever you’re at in your financial journey. Meeting with Dan and Jodie has been so helpful for our immediate goals and our future retirement goals. – Kristian Branson
REVIEW #13 – Personalized financial care. They take time to explain all the details with the love of Christ! – Rhonda Malone
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