2 Best Gold IRA Investment Companies Near Me in Dewitt, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Chesme Capital Management
ADDRESS: 240 S Bridge St #110, DeWitt, MI 48820, United States
NUMBER: +1 517-669-1600
DESCRIPTION FROM BUSINESS:
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 have been with Chesme for several years and find them to be extremely honest and helpful. They look after your portfolio and advise when necessary, but they let you decide. They are extremely honest and I have never had any reason to doubt how they are managing my investments. Great management company to invest. – Steven Jackson
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Castle Financial Partners
ADDRESS: 132 N Bridge St STE B, DeWitt, MI 48820, United States
NUMBER: +1 517-331-8331
DESCRIPTION FROM BUSINESS:
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 – Love working with Nick and Jasmine at Castle Financial! They’re incredibly knowledgeable, responsive, and organized. They answer all my questions thoroughly, keep my goals on track, and are great at adapting to my needs. I recommend them every chance I get! – Kara Black
REVIEW #2 – If I could give 10 stars I would. Dave and Nick are awesome and treat us like family. They are great at presenting all of your options and explaining the pros and cons of each one so you can make the best decision for your family. I truly feel like everyone at Castle Financial Partners works like a team to put my family in the best possible position for our future. If you haven’t reached out to them I recommend doing so. It’s worth the call to make sure you are doing everything you can for the future of your family. – Ron Tyner
REVIEW #3 – Nick has been our financial advisor for almost 10 years! He has been professional, trustworthy and knowledgeable. He provides us with advice and a roadmap and then we decide what makes most sense for our family and goals (which are always evolving). Nick is always available and has worked well with our other advisors (accountant, attorney, etc). I would recommend Castle Financial Partners especially to fellow physicians (as we often have a unique financial situation due to hefty student loans) and to anyone looking for an advisor. – Jenna S. Davis
REVIEW #4 – I love working with Castle Financial Partners- they take the worry out of my retirement investments and always have my best interest in mind. They helped me transition into retirement with my 401 rollover and long term care needs. They are quick to answer my questions with easy to comprehend responses. I highly recommend them for any and all investments needs. – Linda Novello
REVIEW #5 – My girlfriend and I have had our retirement portfolios with Castle Financial for over three years. All of the people that we have interacted with at Castle are very friendly, personable, knowledgeable, professional and always willing to assist at a moments notice. We are more than satisfied with their well balanced approach to wealth management and their particular attention to our portfolios. I would highly recommend Castle Financial to anyone seeking a solid company to handle any financial needs. – Fred Landgrebe
REVIEW #6 – I came to Mr. Norris with the desire to start an investment account for my kids’ secondary education. He helped me pick a type of account that meet all of my concerns. He is very knowledgeable on the rules for these accounts. We ended up not going with a traditional college fund because of its lack of flexibility. My family and I feel we are in very capable hands with Dave and the staff. – Nicholas Denis
REVIEW #7 – I cannot overstate how happy we have been with the guidance and support of Nick and Jasmine since we first started working with Castle Financial two years ago. We initially utilized their help with life and disability insurance needs, and were so happy with that process that when it came time to really take control of our financial future we knew just where to go. – Ethan Ruhland
REVIEW #8 – The team at Castle financial partners are very knowledgeable, professionals when it comes to financial services. They are always willing to go the extra step to ensure you are taken care of and all your questions are answered. Castle is always going the extra mile to ensure your family’s future is secure. – Robert Hill
REVIEW #9 – Nick McCleary is the guy you need to see!! He is very professional, humble, and knowledgeable. Finances and future planning are overwhelming as it is but talking with him took the stress away knowing he has my best interest. Highly recommend you give him a call. – Whitney Durham
REVIEW #10 – Jasmine Garn does a great job helping you find your purpose for money and whats important to you about investing so she can correctly advise how to best fit your financial portfolio to your needs. This is a great team of advisers! – Kyle Leemon
REVIEW #11 – I have worked with Nick McCleary for several years now. He is very professional and friendly and knowledgeable. I like how he presents your options and helps you find the best solution for you and helps to plan with the future in mind. – Kevin Solt
REVIEW #12 – My wife and I had the pleasure of working with Jon Coy on new life insurance policies. He was knowledgeable and responsive to all of our questions. – Ryan Spalding
REVIEW #13 – Absolutely great company and great people making others futures their priority. You can’t find a greater leadership team than at Castle Financial Partners. – Purple Power
REVIEW #14 – Wonderful experience with this company, very attentive to my wants and needs in regards to investing for my families future. I would recommend this company to anyone. Results have been astonishing as well. Thank you, Castle! – Cody Huge
REVIEW #15 – Very personal and does not want to “sell” you anything. They are there to make sure you have all your future money needs taken care of. Great people to work with – Adam Barr
REVIEW #16 – I have done business with Nick and Dave for several years, great people and they know what they are doing – Mike Terranova
REVIEW #17 – Great group of trusted people who will help you begin the process of preparing for your family’s future. – Barbara Norris
REVIEW #18 – Dave is as top notch and professional as it gets! Highly recommended! – Aaron Teachout
REVIEW #19 – Dave is very knowledgeable and helps you from start to finish. – Nola Patterson
REVIEW #20 – David and Nick are great people to work with! – Conrad Beeler
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