2 Best Gold IRA Investment Companies Near Me in Dothan, AL – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Magnolia Wealth Management
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ADDRESS: 1535 Honeysuckle Rd, Dothan, AL 36305, United States
NUMBER: +1 334-699-4036
DESCRIPTION FROM BUSINESS: Magnolia Wealth Management helps individuals and families achieve a confident, stress-free retirement through our comprehensive Five Pillar Financial Planning Process: income planning, investment management, tax strategies, estate planning, and asset protection…
STORE 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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Magnolia Wealth is the place to go for financial planning. They are extremely knowledgeable and never mind breaking it down so that I ( former RN) can understand. They have my best interest at heart. They are so friendly, kind, and caring. If you are young and have never thought of saving for your retirement, please give them the opportunity to show you how important saving for your future is. I highly recommend Forrest and Ed. – Kathy Griggs
REVIEW #2 – You are never too young to start discussing investment options. MWM are professionals and care about your financial future. Glad I took the time to meet with you guys. Definitely expanded my financial knowledge. – Blake Robertson
REVIEW #3 – Fairly new to the Wiregrass. We have been considering switching to a local firm and glad we chose Magnolia. The staff’s hospitality was amazing.
We had to bring our two toddlers with us to our first meeting and the front desk staff (did not catch her name) allowed us to sit down in our meeting while she entertain our kids with activities and snacks right outside the door! We were so grateful for her.
Forrest was knowledgeable and was able to help us with everything we needed. Glad to have found Magnolia Wealth Management. Definitely recommend! – Mui Reiss
REVIEW #4 – Forrest with Magnolia Wealth is very knowledgeable about financial planning and was able to navigate with me through retirement. He was a godsend. I would recommend Magnolia Wealth for anymore wishing to have a successful 401K to visit with Forrest. – Dianne Spivey
REVIEW #5 – Magnolia Wealth Management has been wonderful to work with! From the moment I reached out to them for financial guidance, they were nothing short of incredible. The team at Magnolia is not only highly professional but also incredibly knowledgeable and caring. They took the time to truly understand my financial goals and tailored a plan specifically for me. Their expertise in wealth management was evident, as they were able to provide me with valuable advice and recommendations that aligned perfectly with my needs. I can confidently say that Magnolia Wealth Management is top-notch when it comes to financial advisory services – their personalized approach combined with their deep expertise make them stand out from the rest! – Kari Repka
REVIEW #6 – I have worked with Magnolia Wealth for many years and they have always treated me like family. I would always recommend their services to anyone looking for any financial advice. – Bonnie Whitehead
REVIEW #7 – Ed Cox and the entire Magnolia Wealth Management team are quite simply the best (we can say this because we’ve had experience with other financial advisors). Ed is very knowledgeable and is the expert we trust and recommend. Thanks to Ed’s help, we achieved our goal of retiring early. We are grateful to him for his continuing wealth management guidance and advice. If you want an outstanding financial advisor who truly cares, definitely call Ed….you’ll be glad you did. – Denise Bertolino
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Hara Financial Services LLC
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ADDRESS: 256 Honeysuckle Rd # 21, Dothan, AL 36305, United States
NUMBER: +1 334-702-4877
DESCRIPTION FROM BUSINESS: Hara Financial Services offers financial planning and investment management services for those who don’t have the time and/or expertise to do so themselves.
STORE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Sean and Lexie are wonderful. Sean is very knowledgeable as far as making you money! I have been very satisfied with how the accounts have grown through the years. I would recommend you speak to them and see what they can do for you. Thank you Sean and Lexie! Looking forward to another good year! – Jill Kesecker
REVIEW #2 – I have consulted with Sean for about 10 years now and could not be happier with the advice he has provided to me. He is up front in guiding me in investments to great success. His reconditions are spot-on and have more than tripled my profile. I would highly recommend anyone to engage him in all matters financial. He is ‘ the man’ with the plan for you. There is none finer in my opinion. – Dennis Thomas
REVIEW #3 – Sean Hara is absolutely amazing and knows what he’s doing! Ive been a client of his for 10 years and have seen so much growth in my investments. He is trustworthy and I know my family’s financial future is in goof hands with him! – Lauren Crawley
REVIEW #4 – Sean communicates extremely well. He keeps me abreast of the current status of my accounts and is informative of the national outlook in our country. He is always available and responds quickly to any questions I need to have addressed. – Ann Pearson
REVIEW #5 – Sean Hara has been taking care of my money for many years. I never worry about my investments because I trust Sean completely! He’s awesome! – Janie Avery
REVIEW #6 – I have been with Hara Financial Service for many years. If you need help with your funds. I highly recommend Hara Financial Service. They treat you like family. – Marcia Ethridge
REVIEW #7 – Love Sean and his team! Even in a declining economy he continues to be steadfast and make great choices for our family. – Goldee Locks
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