2 Best Gold IRA Investment Companies Near Me in Jenison, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Lakeman Financial
ADDRESS: 7610 Cottonwood Dr #102, Jenison, MI 49428, United States
NUMBER: +1 616-988-9794
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Asa for 20 years. Absolutely the best financial professional I’ve ever worked with. – Billy Davis
REVIEW #2 – This guy knows what he’s doing… absolutely the best financial guruvI’ve ever worked with. – J Mays
REVIEW #3 – So helpful – CJ DP
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Straight Path Wealth Management
ADDRESS: 7699 Georgetown Center Dr, Jenison, MI 49428, United States
NUMBER: +1 616-457-5450
DESCRIPTION FROM BUSINESS: Straight Path Wealth Management is a financial planning firm in Jenison, MI that has been helping clients achieve their financial goals since 2011. We offer a holistic approach to financial planning that combines retirement, investment, and tax planning…
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 – Straight Path has been wonderful to work with. I feel confident in them and trust them to make wise choices with my investments. I love that they do my taxes. Jaycob is very accommodating, patient and quick to respond when I have questions or concerns. Actually, all those I have encountered have been great. Thank you for what you do. – Patricia Gibson
REVIEW #2 – Over the last few years, we’ve worked with Matt and Ken. They have advised us very well! We’ve gone through their agency for our Trust and for our taxes. Their staff is wonderful! Everyone is very helpful, thorough and very friendly. Very easy to work with, and I have high confidence in them! – Amy Lillard
REVIEW #3 – Matt and the staff at Straight Path are the greatest!! They are friendly, professional and extremely knowledgeable. They do a great job with our investments. They always answer our questions quickly. Most importantly, we trust them! – Dave Dietz
REVIEW #4 – I highly recommend these people. They do a great job, are professional, quick in their communication, and are very knowledgeable in the field. Jaycob, thanks for the good work! – David Pollard
REVIEW #5 – Straight Path has been a GREAT partner in helping me with financial decisions, retirement planning and taxes. They communicate constantly and have done an awesome job. Great people and great service. – Timothy Garrett
REVIEW #6 – I am very happy with every experience and every person I’ve met at Straight Path! Always very professional, courteous and helpful. I would and do highly recommend them to all my friends and family! – Shelda Johnson
REVIEW #7 – I highly recommend Straight Path! I have been using their services for about 10 years now. They have managed my retirement savings and taxes before my retirement and now that I am retired, they are helping me with many of the big decisions that impact our finances. I have worked most with Matt, Victoria and Marsha. I have been blown away by the full range of services they have provided. Those services include tax preparation, SS application planning and recently planning for the possible need for long-term care. They don’t just give generic advice, but they research the options and even work with other providers to make sure my needs are met. If I can use a medical analogy, it’s like having a Primary Care Provider for your finances. As I stated at the beginning, I highly recommend Straight Path!! – Tom Olson
REVIEW #8 – This team in amazing. They keep me up to date on how the market is looking, things to keep an eye on, and they handle filing our taxes. I couldn’t be more grateful for the ways they serve me and my family’s financial advising needs. Thank you Straight Path! – Jeremiah DeWeerd
REVIEW #9 – Straight Path always does a great job with my taxes and is a good place to get help with investing. The team is knowledgeable and takes their time to explain everything well. – Anthony Verwys
REVIEW #10 – Cara did an amazing job and quick job!
Our old accountant was unable to to help us this year… so it was a quick scramble to find a new one, just 1 month before they were due! Cara did it with time to spare. – Valerie Wallace
REVIEW #11 – Professional, hearts and minds of a financial teacher and coach. They truly listen to you and you are not placed in a cookie cutter, one size fits all stack of clients. They have nothing to sell you, but will advise and educate you on your options and help create a sound investment portfolio. A true fiduciary service with your best interest at hand. I trust them with my finances which is very difficult for me but….. I am sleeping well and on a STRAIGHT PATH in early retirement! – Ron Reusch
REVIEW #12 – I highly recommend Straight Path Wealth Management! I am very happy with their investment and tax knowledge and their communications, both one-on-one calls/meetings and informative stock market videos sent out to clients, are excellent. – Lora French
REVIEW #13 – Straightpath has been exceptional in their service. They are timely, trustworthy, and make my finances run easy and smooth! I am so thankful for their taking this burden off my shoulders. – Christina Welch
REVIEW #14 – Great group of people, your interests are their top priority…Thank you!! – D Duethorn
REVIEW #15 – This company has high integrity. I have personal experience having worked with several partners while serving on a Non-Profit Board of Directors with them for many years. Highly recommend Matthew and Victoria! – Derrick Ryskamp
REVIEW #16 – Always such a great experience. Matt and Tori are so knowledgeable and friendly! I love working with them and have been very happy with the results! – Kayla Vredeveld
REVIEW #17 – This is a well run firm with timely, kind and wise advice in every situation. I highly recommend! – Joseph Welch
REVIEW #18 – I highly recommend Straight Path Wealth Management for trusted, professional financial guidance. Their comprehensive financial services benefit both my personal and business needs.
My advisor, Ken Welch, along with the entire team, has made wealth management a seamless and stress-free experience. They understand my goals and provide personalized advice in a responsive manner, giving me confidence in my financial future.
Managing Partner, Matt Boersen timely videos keep me informed and prepared by offering insights on outlooks, trends and the strategies being implemented.
Great job Straight Path Wealth Management! – lyn hutchison
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