2 Best Gold IRA Investment Companies Near Me in Cordova, TN – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
P3 Financial Group, Inc.
ADDRESS: 1316 Hardwood Trail, Cordova, TN 38016, United States
NUMBER: +1 901-209-4015
SERVICES: Financial Advisors, Financial Health, Income Tax Preparation, Investment Advisory Services, Investment Management, Investment Plans, Investment Strategies, Legacy Planning, Retirement Planning, Wealth Management
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Extremely professional place of business. I’ve been investing for about 3 years and whatever I need these guys get back to me, return calls and actually seem like they genuinely want to see me win. If I don’t understand something they make it crystal clear!! – Doc holiday
REVIEW #2 – I love this place! Everyone is kind, helpful and knowledgeable! I have been a long-term, pleased client for 15+ years. I highly recommend this Company for Financial and Investment Advising and Tax Preparation. – Melissa St. Ange
REVIEW #3 – Very professional and accommodating. I was satisfied with the service I received. Everything was explained to me and was given open invitation for future services. My person was Kawana. Just love her – dorothy thomas
REVIEW #4 – Expert experience – Linda Bynum
REVIEW #5 – Great service. – Prrenfro
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McAdams Group, LLC
ADDRESS: 98 Timber Creek Dr #1, Cordova, TN 38018, United States
NUMBER: +1 901-737-3883
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, IRA Rollovers, Investment Strategies, Retirement Income Specialist, Retirement Income Strategies, Rollovers And Conversions, Roth Ira Conversions
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 – Michael Simpson at McAdams Group, LLC helped my husband and me create a revocable Trust. He walked us through the purpose and details of a Trust, then helped us gather the information and documentation we needed to create it. Then his office created the Trust document (both hard copy and online) and he went over each section with us, helping us complete the parts that only we could. I was extremely pleased with his approach, openness to answer any questions we had, and the quality of the final product. I would highly recommend him to anyone seeking to create a Trust. – Jana Markowitz
REVIEW #2 – McAdams Group is a one stop place for all of our financial/retirement needs. Our Estate Planning representative, Michael Simpson, made the estate set up process simple and efficient. The step by step instructions for funding ( transferring assets into) the plan are straightforward and make this lengthy process one that can be accomplished in small manageable steps. We are very satisfied with the service and care we received from Michael during this process. – Mary Phillips
REVIEW #3 – Michael Simpson is so knowledgeable about estate planning. He asked some pertinent questions to understand what we were hoping to accomplish and “put the cookies on the lower shelf” so that we could understand what a Revocable Trust, an Irrevocable Trust, and a Will is. He helped us decide on which tool(s) would best fit our needs to make it easier for our children to settle our estate as seamless as possible and to their benefit when our time comes to pass. Michael was so kind and down to Earth, generous with sharing his knowledge, and patient with our questions. It’s been our privilege to recommend him to many of our friends already. – Gail Ford
REVIEW #4 – I am so thankful to have found McAdams and in particular my advisor Mic Shellenberger. Mic was incredibly helpful to this 88 (almost) year old widow and her daughter in planning my estate to protect my family. Knowledgeable, patient, friendly and helpful. I confess to being initially concerned about working with a firm more than halfway across the country from me, but from the initial master class to our online meetings it all felt very personal. And at a very good price. I have received my estate plan binder and it is very organized and impressive. My last meeting with Mic went over every detail outlining action items I will accomplish to put my Trust in place, and gain peace of mind.. Thank you Mic and McAdams! – Erin Dow
REVIEW #5 – We had a great experience working with Michael Simpson at the McAdams Group while setting up our living trust. From the beginning, Michael took the time to understand our situation and followed up with thoughtful questions that helped guide us toward the best plan for our family.
When we met with him in person, everything was clearly organized in a binder for our records. He walked us through each section, explaining what had already been completed, what steps we needed to take, and what he would handle moving forward. He was extremely patient and thorough, especially when we had questions to make sure we fully understood the trust and our responsibilities.
Our trust was customized specifically for our needs and our heirs, which gave us a lot of confidence and peace of mind. We truly appreciated Michael’s professionalism, organization, and willingness to explain every detail. We would highly recommend Michael Simpson and the McAdams Group to anyone considering estate planning. – Linda Pennington
REVIEW #6 – I have had a wonderful experience since working with McAdams group. They took time to answer all my questions, put me at ease with planning my demise ( seriously, this is what we are doing) and it is a difficult time to even contemplate. Mic, however, has made this process very easy to navigate. He answered all of my questions in the most professional manner while still being very down to earth and inviting to try to make me feel at ease and knowledgeable about all that this process entails. He went above and beyond and I would recommend him to all my friends – Donna Brock
REVIEW #7 – We’re very pleased with the service. Michael Simpson is an amazing person. He guided us through our complicated situation, and explained everything patiently and made it easy for us to implement. We’re so thankful for Michael for his kindness and professional support. He was also so accommodating to our busy schedule….we highly appreciate it.
We’ll definitely recommend McAdams Group for friends. Thank you for everything. – Mohamed Amr
REVIEW #8 – I am pleased with the service I received. Setting up a trust is extremely important if you own property in TN. A simple will does not transfer real property to your heirs and must go through probate. This will add thousands of dollars of unnecessary expense and a year of delay to transfer your property. This is avoided with a trust and McAdams Group was well suited to me in setting this up. They take care of most of the complicated steps at a reasonable cost. Mic (Michael) did a great job setting up our Trust and advising on the follow up steps I needed to take. – Jim Harper
REVIEW #9 – Our advisor is great! McAdams group lets you make the decisions and guide you along the way. Not a “quick sell” or cookie cutter financial plan type of relationship. Several different groups to help with legacy trust and will, tax advisors, everything you need to have your money work for you. Highly recommend McAdams Group! – Mark Astudillo
REVIEW #10 – Mic is friendly . He got to know me on a personal level as I got to know him yet he remained professional.. Mic Shellenberger is outstanding at providing a calm atmosphere when setting up the Trust and all the components. He knows how to make the client feel comfortable
throughout the gathering, compiling, review and ending the process.
You can tell he’s happy to be working at McAdams Group, LLC. He makes the client feel at ease when using all the available tools on the website.
Mic speaks clearly and I understood all his comments. He did not rush the process or speed through the final documents.
The experience will allow me to refer the Mc Adam’s team and especially Mic to a relative or friend
Great service Mic. Thank you. – MDR DAVID
REVIEW #11 – Very amazing Estate planning services with detailed explanation of every step. Mike Simpson provided excellent service , was very patient and provided exceptional service. We were very impressed and definitely recommend this service with MacAdams group! Many thanks for making the process clear and easy. – Mo
REVIEW #12 – I had a great experience working with this group on my trust. Mic was very knowledgeable, thorough, and explained everything clearly that made the process easy to understand. Communication was excellent, and I felt confident that my documents were handled correctly and with care. I would highly recommend them to anyone looking for trust or estate planning services. – Angie Pavel
REVIEW #13 – Michael has been invaluable to my wife and I on helping us set up our estate planning and Living Trust. He made something that was complicated and complex, seem straightforward and simple. He was with us every step of the process and went above and beyond. His commitment to the end was remarkable.
I recommend McAdams Group to help settle your estate and would highly recommend Mike to guide you through the experience. – Bret Beach
REVIEW #14 – My husband & I love working with Frank Bailey. We have found him a solid financial planner for our retirement. He has our future in mind and has been a part of our life for several years. We have recommended him to friends and acquaintances both. Recently, when visiting with In-laws at The Waterford in Juno Beach, Florida we were asked for a recommendation. I immediately pulled out my phone, stating “If you are able to do meetings by phone or computer, I have just the man.” I then shared Frank’s contact info.
Michael Simpson is our Estate Planner at McAdams Group. He has a vast knowledge of everything that is necessary to handle our needs, so when we pass, our children will not stress over what happens next. The plan is already in place. They just open the book & follow along. What a relief. Everyone should come see Michael. He is phenomenal! We’ve already told our youngest 2 children they need to go see him ASAP. – MaryAnn Blair
REVIEW #15 – My wife and I worked with Michael Simpson, at McAdams Group to set in place a family trust. Michale was simply fabulous all through the process. He took the time to walk us through the entire process, answered all our questions and guided us through the tasks that we had to complete as homework! Yes, you will have homework to complete if you want this process to truly work for you 🙂
I would fully recommend McAdams and specifically Michael Simpson to anyone who is contemplating establishing a family trust. Their price is reasonable, when compared to other high-priced lawyers and they provide an end-to-end solution. It’s a no brainer.
I too went to them and asked for Michael based on a recommendation from my sister-in-law who had used their services. – Rajesh Bhatia
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