2 Best Gold IRA Investment Companies Near Me in Fort Atkinson, WI – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Bruce C Waller, AAMS®
ADDRESS: 403 Janesville Ave, Fort Atkinson, WI 53538, United States
NUMBER: +1 920-563-9393
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 work in finance in Chicago. I have worked with Bruce and his team on behalf of my recently deceased elderly mother for a number of decades. The steady hand, professionalism and client services on offer for the small and mid sized investors is really impressive. I would recommend! – Grant Mantz
REVIEW #2 – Throughout the years and many life changes Bruce Waller and staff have exceeded expectations. Besides knowledge and leadership in the world of investing, they are professional, welcoming, and treat us as individuals addressing unique needs effectively. – Patricia Ogren
REVIEW #3 – Bruce gives very sound financial advice – Fred Walling
REVIEW #4 – So far…great – Lori Roth
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Financial Impact Advisors
ADDRESS: 37 Milwaukee Ave E, Fort Atkinson, WI 53538, United States
NUMBER: +1 920-563-9226
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial advisor, Asset Allocation Plan, Assisted Living, Back Office Support, Brokerage Services, Client Services, Creditor Protection, Executive Compensation Plans, Global Investment, Growth Strategy, Investment Allocation, Investment Options, Investment Strategies, Legacy Planning, Revocable Trust, Special Needs Trusts, Trust Administration, Wills & Trusts
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Taylor Smithyman is the best to work with. The entire team is professional and personable. Taylor has impressive knowledge and expertise with our accounts and retirement. I have total confidence in managing our investments. I have and would highly recommend Financial Impact Advisors to others. – Bob Lewicki
REVIEW #2 – We have had an excellent experience working with Taylor Smithyman and Financial Impact Advisors. Taylor is incredibly knowledgeable and takes the time to explain investment and financial planning options in a way that is easy to understand. He is always quick to respond to questions and genuinely cares about helping his clients make confident financial decisions. We truly appreciate his professionalism, guidance, and personal approach and highly recommend Financial Impact Advisors. – Melinda Godfrey
REVIEW #3 – We’ve been working with Taylor at Financial Impact Advisors for years. Not only does he take care of our taxes, but he is our trusted financial advisor. Our investments have grown considerably under his guidance, despite the volatility of the market. Cannot thank him enough. In today’s world it is so very important to find someone you trust completely with your life savings. Highly recommend. Thanks Taylor!! – Shirley LaFontaine
REVIEW #4 – Taylor and his team at Financial Impact Advisors are so helpful when it comes to all things finances! I am not one who understands a lot of the finance world and Taylor really puts it into terms to help me understand, without any judgment. He is so personable and understanding of any situation! I would HIGHLY recommend Taylor to anyone looking for help with their finances or taxes! – Gwen Sachse
REVIEW #5 – Taylor has been great to work with. He really listens and plays out the scenarios of my financial situation a couple of different ways. The choice is always mine but I feel so much more prepared to make the wise choice! – Chris Perez
REVIEW #6 – I have been with Financial Impact Advisors for several years now and am very pleased with my choice. They have curated a highly detailed plan that maps out our financial future while also keeping it very simple for us to understand. – James Hanson
REVIEW #7 – I recently started working with Taylor and Financial Impact Advisors. Taylor is great to work with, explaining all the financial information in detail and in a user friendly manner. I am very impressed with Taylor’s knowledge, expertise and credentials. He is very prompt at answering my phone calls and emails. A very friendly and personable team, I am so glad that I chose Taylor and FIA for my financial needs. I highly recommend him to my family and friends. – Lynne S.
REVIEW #8 – My wife and I very much appreciate the work that Taylor Smithyman and the Financial Impact Advisors team have done, with and for us. Expertise in planning for retirement, navigating a family trust, required minimum distributions and Roth conversions are just a few of the areas in which we have benefited from Taylor’s education and experience. I believe a professional is someone who knows what they are doing. Financial Impact Advisors are truly a dedicated team of professionals. Attention to detail and absolute integrity are evident with every interaction that we have experienced in this office. We enjoy the professional and personable atmosphere at Financial Impact Advisors. They have earned our trust and our business. We highly recommend them to family, friends and co-workers. – Gino R
REVIEW #9 – Taylor Smithyman is THE BEST to work with regarding all of your business and personal investment needs. We trust him completely. He is knowledgeable, qualified, honest, and responsive. My wife and I have enjoyed all of our meetings with Taylor. He puts together amazing PowerPoint presentations and lays out all of the various options regarding our financial future. We highly recommend Taylor and an added bonus-he sends out the most adorable holiday cards. – Tom Schliewe
REVIEW #10 – We have not looked backed since joining the Financial Impact family three years ago! Taylor Smithyman has been awesome to work with: dependable, resourceful, trustworthy. his unique blend of investment and tax services is what sets him apart and its what drew us to him. can’t say enough good things. – keith beyer
REVIEW #11 – I have been working successfully with the team of professionals at Financial Impact Advisors for years. In particular, Taylor Smithyman has provided consistently solid financial advice and has created a long-term financial plan that works very well for me. Taylor is a certified financial planner (CFP) and certified public accountant (CPA), which results in effective portfolio management and tax planning. In addition, he is very personable and highly responsive. Highly recommended. – Alan Schmidt
REVIEW #12 – Taylor and Financial Impact Advisors began helping my family with our financial planning a few years ago. It was the right choice to leave one of the big name retirement investment companies. Taylor and his team have provided solid insight, recommendations, and have been constantly looking for opportunities that will benefit my family. It is not unusual to get an e-mail out of the blue from Taylor with a suggestion or thought. – Brian Ertman
REVIEW #13 – This was my first time setting up my own financial investment account and I’m thankful for how smoothly the set up process went with Financial Impact Advisors. My meeting with Taylor was a comfortable conversation about my financial background and thoughts about my future. He didn’t pry or make me feel judged while helping me understand (with visuals too) the financial impacts of certain decisions; such as retiring at 60 rather than 65. – Emily Gildner
REVIEW #14 – We started working with Taylor and the team two years ago. They are incredibly knowledgeable, informative, and flexible which is great because they can meet us where we’re at with our financial skills and help us learn and grow to continually reach our goals. Planning for the future and understanding all the different ways to manage wealth and our estate has never been easier. – N Kuhl
REVIEW #15 – Taylor and the team at Financial Impact Advisors have been a great partner in providing financial direction and advice. Taylor’s knowledge of the industry, response time, ability to connect at the necessary level and personable nature make it easy to continue to work with him and his team. – Jens Housley
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