2 Best Gold IRA Investment Companies Near Me in Coeur d’Alene, ID – Retirement Planning Services
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Summit Retirement Planning, Inc.
ADDRESS: 409 Coeur D Alene Ave B, Coeur d’Alene, ID 83814, United States
NUMBER: +1 208-627-5940
DESCRIPTION FROM BUSINESS: Retirement Planning. Ensuring peace of mind to clients and families with financial planning and investment management solutions. Our firm offers a full suite of custom services. No matter where you are in your retirement journey…
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 – I’m a tax professional, and we’ve had the pleasure of working with Michael at Summit Retirement Planning. He’s knowledgeable, trustworthy, and truly puts his clients’ best interests first. We feel confident referring our clients to him knowing they’ll be well taken care of, and the feedback we’ve received has always been excellent. Highly recommend Michael and his team if you’re looking for solid retirement planning guidance. – Sean Hirtle
**** MORE REVIEWS PENDING FOR THIS BUSINESS *****
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Five Pine Wealth Management
ADDRESS: 250 Northwest Blvd Suite 111, Coeur d’Alene, ID 83814, United States
NUMBER: +1 877-333-1015
DESCRIPTION FROM BUSINESS: We take great pride in the level of service and communication we provide to each and every client. Whether through semi-annual or annual reviews, or just intermittent updates, we’re in regular contact to ensure that every financial plan is on the right track…
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 – Can’t recommend Five Pines enough. We started out rolling our personal retirement over to them. Had more contact with Ben and Hunter in the first year than we had with our previous advisor over 5 years. To boot, our account has done better under their guidance. We have since opened SIMPLE IRA accounts for our business and employees and they have been great. Hunter comes up to Sandpoint from CDA every time we hire a new employee to personally answer questions and get them signed up. We LOVE Five Pines Wealth Management!!!! – Compass Mechanical Repair
REVIEW #2 – We were referred to Ben & Jeremy by a friend of ours that had rolled all of his retirement accounts to their team and started his businesses 401k for his team as well. We met with them and Ben got us on the right track and educated us. We will be doing our personal and business retirement accounts through their team. – Joe Miller
REVIEW #3 – Ben and Jeremy are honest, approachable and very professional. They take great pride in getting to know clients and listening to each individual’s goals for investing and retirement. Honestly, they are the best fiduciaries I have ever worked with – by far. I wouldn’t have anyone else handle my investments and I refer all my friends and family to them as well. Thanks guys for all you do! – Carrie Grace
REVIEW #4 – I have worked with Ben and Jeremy at Five Pine Wealth Management for a few years now and they are great! Very knowledgeable and offer great advice based on our situation. I highly recommend them to anyone who is looking for solid financial planning services. I especially like their fee-only model and that they are fiduciaries. – Eli Nelson
REVIEW #5 – Donna and I have been working with Ben and Jeremy for nearly 10 years. I found that they have done an excellent job helping us understand our risk level and investment practices. This team is readily available when needed. I highly recommend that you consider Five Pine as your wealth management firm. – Ed Birch
REVIEW #6 – I am very pleased with Five Pine Wealth Management. One thing I really appreciate is their initiating the call to get together to review my investments each year. Also if I have any questions, they are always good about getting back to me in timely manner.
They also just real nice folks to deal with. – jeff frensdorf
REVIEW #7 – Five Pine is a great business with friendly staff. The financial planners are very knowledgeable and will take the time to explain your questions. They are easy to talk to and the make lasting connections with their clients. My husband and I would recommend checking out Five Pine if you’re looking for financial planners. – Jeannette Fennel
REVIEW #8 – Jeremy was incredibly helpful in guiding me through future personal finance and retirement planning basics. He was very professional, listened to concerns, and provided resources to utilize. I felt as though he genuinely cared and was invested in meeting me where I am at, and offering a few directions I can move forward with. 100% would recommend! – Krista Gordon
REVIEW #9 – Ben and Jeremy at Five Pine Wealth Management are excellent at what they do. When choosing a professional to assist me with money related services, I look for someone with the heart of a teacher who will walk along side me and show me the “why” behind the “how” and these two do exactly that. As a newer investor getting started was intimidating, but Ben and Jeremy really took the time to teach me so that I felt confident in my decisions. They really take the time and set up regular face to face meetings along with occasional email check ins. The meetings feel like coffee with some friends or mentors, which is awesome. Additionally, they send out occasional newsletters about important political/economic changes that impact retirement planning and investing- which tells you they’re tracking on the issues rather than setting and forgetting your investments. I highly recommend working with these guys, they know their stuff. – Brittney Harvey
REVIEW #10 – My wife and I came over from another investment company. Although we felt we were given good advice, we only spoke to them quarterly. Plus we had to not only pay fees, we always paid extra for financial planning. Ben and Jeremy are a team and they are hands on. They do it all. They are not a “cookie cutter” financial group. We have communicated more with them in a month then we did in a year with our other financial company. Ben and Jeremy do their best to provide us excellent financial advice and they try hard to reduce our expenses. And they show you how they save you money.
Highly recommend Five Pine Wealth for your investment needs. – myron sanders
REVIEW 11 – Great folks to work with. Very knowledgeable and very personable. They tackle any problem or unforeseen issue until it is resolved. They offer great advice and financial planning.
Sorry we did not start working with them years ago but are certainly glad we are with them right now.
We recommend them very highly.
They are the absolute best !!! – James Urban
REVIEW #12 – I have been working with the Five Pine Wealth Management team for 5+ years and wish I could give them 10 stars. From our first meeting I have felt like Ben and the team were more like friends and family and I have never been treated like a number. They have an awesome approach that makes you feel like your future plans are as important to them as they are you. They have offered genuine interest in my future in my industry as well as my family’s future plans . Despite my humble assets they have always been super responsive to my calls emails and offer to meet when ever possible, they travel to meet me in the Spokane area as apposed to making me go to their offices. They have a way of making me feel like I am their number 1 high roller client when I know that my assets are not even in the high roller region. If they can treat a low budget baller like myself this well imagine what they could do with you. – The_Spokane_Burger_Guy
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