2 Best Gold IRA Investment Companies Near Me in Keene, NH – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Isis H Latham: Primerica – Financial Services
ADDRESS: 100 Emerald St Ste E-1, Keene, NH 03431, United States
NUMBER: +1 603-563-0608
SERVICES: Financial planning, General investment consulting, Insurance purchase consulting, Investment advising, Advisory Services, Auto & Home Insurance, Auto & Homeowners Insurance, Financial Needs Analysis, Home Insurance, Homeowners Insurance, Investment Advisory, Legal Services, Life Insurance, Needs Analysis, Term Life Insurance
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 had the pleasure of starting to work with Isis about 1 year ago. From the moment I met her, I knew I was in good hands. She had an exceptional ability to understand my financial goals and tailor a plan specifically for me.
One of the things that impressed me most about Isis was her attention to detail. She also carefully and patiently explained complex financial concepts in a way that was easy to understand, ensuring that I was fully informed about every step of the process. She is makes time to answer any questions or concerns providing me with peace of mind amd reassurance.
Ultimately, thanks to Isis’ guidance and expertise, I feel more confident and secure in my financial future . I highly recommend Isis to anyone in need of a financial planner. She has exceeded my expectations in every way, and I am grateful for her assistance. – Erin Sadlier
REVIEW #2 – Isis goes above & beyond. We’ve been working with Isis for awhile now and she makes everything so simple to understand and honestly. She makes it fun. I know my future is in amazing hands with Isis. Anytime I have a question. It’s answered within hours and this is from someone I know is extremely busy. She’s caring and compassionate and it comes across with everything she does. Honestly I can go on and on with the compliments. i just end it with she’s the ultimate professional. – OfficialShawnBurke
REVIEW #3 – Isis is pleasant and knowledgeable with a plan specifically designed for us. We are very excited to get started! We have now been working with Isis for awhile and with her help are staying on track to financial independence! We highly recommend having Isis assist anyone who wants to improve their lives financially. – Jaime Santa
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Birch Financial Group
ADDRESS: 149 Emerald St Ste M2 & 3, Keene, NH 03431, United States
NUMBER: +1 603-338-3838
SERVICES: Advisory Services, Asset Management, Financial Planning & Wealth Management, Investment Adviser, Investment Advisory, Investment Advisory Services, Investment Solutions, Investment Strategy, Legacy Planning, Management Risk, Management Service, Planning Advice, Planning And Investment, Planning Strategies, Retirement Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am a relatively new client of Birch Financial Group. It has been a pleasure to work with Travis. It was a bit of an ordeal to have my retirement funds transferred out of the 403(b) accounts, but Travis was tremendously helpful in resolving the issues with the 403(b) plan provider. I am relieved to have a financial advisor who I consider a trusted partner. – Jan Watkins Albano
REVIEW #2 – Peace of mind are the first words that describe my years long experience working with Birch Financial Group.
Liana has walked me through every step of the way through the years, always explaining things I don’t understand and offering choices. It is through her expertise that I am financially stable in my latter years.
Working with Liana feels like having a wise good friend giving advice on many aspects of life…not strictly financial.
I highly recommend Birch Financial Group to anyone.
Sincerely Jacqueline Forest – Jacque Forestfloor
REVIEW #3 – I have had a professional relationship with Liana for several years. She is attuned to my financial needs, goals and has an interest in me personally. I feel that her clients are much more than just a client to her. With her help and guidance my late husband and I created a retirement plan that is working well for me as I fully immerse into retirement.
I would 110% recommend the team at Birch Financial. They are reliable, trustworthy and well informed – Kelly Ryll
REVIEW #4 – I have been working with Liana for a few months now. She is very knowledgeable and is always so willing to help with any and all questions I have! I highly recommend using Birch financial for all your financial needs! – Nikki Wilson
REVIEW #5 – Travis, Joyce and I reviewed our status financial conditions; a thumbnail of our proforma balance sheet and income statement.
Nothing controversial. Light conversation about our family including our son and how he is doing with his recent move to Arizona and new employment. – bob owens
REVIEW #6 – Liana Poodiack is an incredible financial advisor. She has helped us in so many ways. We have recommended her to members of our family and they are now her clients. – Gail Ford
REVIEW #7 – My father and I have been with the Poodiacs for decades (well since Liana broke off from Wells Fargo, whenever that was) and our wealth has grown steadily. They are wonderful people to work with. I would recommend Birch Financial Group to anyone who has money to invest with. – James Noyes
REVIEW #8 – Liana, Travis, and Alexis have all been extremely helpful in helping me to reach my financial goals. I am very grateful to have connected with them. I highly recommend Birch Financial Group! – Chip
REVIEW #9 – Birch Financial Group have been wonderful in helping us to achieve our goals. Even when our goals changed they came through to help us get where we wanted to be. We are totally happy with them and the service they provide. – Vickie Caldwell
REVIEW #10 – We have been with Liana and Travis for many years and have always been very happy with their handling of our investments. We would recommend them to anyone. – Tom & Karen
REVIEW #11 – Birch Financial from my experience has always been in my best interest. All things financial are explained to me in terms I understand, and kept simple and profitable. – Josh
REVIEW #12 – Liana has always steered us the right direction, I have been with her for many years and been extremely happy with the results – Doug Kendall
REVIEW #13 – My wife & I have been clients of Liana, Travis , & Alexis for years. They were there for us in difficult times. Always professional, responsive, & helpful. – Chris Bause
REVIEW #14 – Travis, Leana, and Alexis have been incredibly supportive throughout the years. I wouldn’t trust anyone else with my finances. – leo jo
REVIEW #15 – Liana, Travis and Alexis have all been great helping us navigate our financial journey! – Debbi Fuller
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