2 Best Gold IRA Investment Companies Near Me in Laconia, NH – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Benjamin J Wilson, CEPA®|AAMS®
ADDRESS: 55 Canal St, Laconia, NH 03246, United States
NUMBER: +1 603-524-4533
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Ben for a few years, and I couldn’t be happier with the experience. He took the time to understand my goals and provided clear, personalized advice that’s made a real difference in my wife and my financial outlook. Always available to answer questions and very knowledgeable. He truly makes things as hands on or off as you’d like them to be, with great outcomes either way. I highly recommend Ben Wilson to anyone looking for expert financial guidance! – Wes Taggett
REVIEW #2 – Ben has done a very successful job in managing our portfolio for more than a decade. He responds to all our concerns and gives us sound advice. He is very professional and approachable and takes the pressure off of managing one of our most valuable assets. Ben takes a personal interest in his clients. I would recommend him to anyone. With great people skills and a solid financial institution behind him he is a valuable person to manage your portfolio, whatever it’s worth. – Mary Pat Schmit
REVIEW #3 – Ben has been my financial advisor for almost a decade. During this time he has provided me with very sound judgment and guidance. He has never suggested any investments that were beyond my risk tolerance, which is conservative in nature. He provides me with great insight in order to make an informed decision on whether to purchase securities or not. Ben is extremely personable and has a wealth of experience behind him that I can trust. He is among the very best in the Lakes Region. – Chris Roche
REVIEW #4 – Ben is professional and always on task. I changed to Ben when Covid hit. My only mistake should have changed when I first met him. He works for you with sound financial advise. – James “Jim” Mason
REVIEW #5 – I had a nice conversation with Ben Wilson today. I look forward to working with him. He answered all of my questions and was very knowledgeable about his industry. Thanks Ben. – Kimberly Perkins
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The Foundry Financial Group, Inc
ADDRESS: 67 Water St #101, Laconia, NH 03246, United States
NUMBER: +1 603-528-5171
SERVICES: Financial planning, Investment advising, Company Retirement Plan, Customized Investment Plan, Employer Retirement Plans, Employer Sponsored Plans, Financial Planning Services, Investment Advisory Services, Investment Management, Investment Management Process, Investment Research, Investment Strategy, Retirement Readiness
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We are very pleased with our experience at The Foundry. Everyone is professional, informed, helpful, and our inquiries have all been met with prompt and well considered responses. We feel that our financial future is in excellent hands. – Pamela Holland
REVIEW #2 – Working with the Foundry team has been an exceptional relationship. They focus on our short term and long term planning and help whenever needed. Mike and Sarah are so great to work with. – Cindy Kunz
REVIEW #3 – My experience with the Foundry over the last 15 years have provided me with a level of comfort & confidence in the entire team’s efforts on my behalf..I have posted significant details on their web-site. – leigh rossi
REVIEW #4 – I have been with the Foundry Group for over 30 years. Working with Mike and Dan over those years. I could not be happier with their service and professionalism. They truly care about your financial future. But, they really care about you. – Manhattan East
REVIEW #5 – Everyone on the Foundry team is professional, courteous and extremely helpful! We are very fortunate to have such a capable financial team helping us manage our finances and life – Sally Kiely
REVIEW #6 – Love the whole team !! Thank you for all you do – Lisa Cotnoir
REVIEW #7 – Very professional and great personal experience. – Timothy Smith
REVIEW #8 – Great service and performance. – Charles Grand
REVIEW #9 – The foundry team is always available and helpful! – Tom McCabe
REVIEW #10 – The Foundry Financial staff demonstrate a sincere interest in our financial planning needs. Our quarterly meetings cover all the areas of our finances in a thorough manner and the information we have been given has helped us make better decisions on how best to manage our income and assets. We feel more confident about retirement. – laura sleeper
REVIEW #11 – First rate experience. This is a true family of professionals that will help you map out a plan for a successful retirement! – Douglas Carignan
REVIEW #12 – We have had nothing but positive experiences with all staff at Foundry . Every person is extremely receptive to messages and answer in a very quick fashion. They are kind , considerate and empathetic to changing needs in a family. The meetings are well organized with agendas and written notes and feedback. We feel extremely comfortable with this company and the work they do for our family. – Amy Aubertine
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