2 Best Gold IRA Investment Companies Near Me in Lake Havasu City, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Imagine Financial Services: Financial Advisor – Marianne Nolte, Certified Financial Planner – Lake Havasu City, AZ
ADDRESS: 4809 N Diana Ave, Lake Havasu City, AZ 86404, United States
NUMBER: +1 760-472-5155
DESCRIPTION FROM BUSINESS: Welcome to Imagine Financial Services, located in Lake Havasu City, Arizona. Meet Marianne Nolte, a Certified Financial Planner™ and your trusted financial advisor. Imagine Financial Services provides tax-smart financial planning and investment management for women and couples…
STORE 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 – Marianne is so knowledgeable in finances. She is direct and upfront with your finances so you have a clear idea of what suits your financial needs best. And successfully! She has a suitable ease to her which allows you to open up confidently about something so personal such as…your money! Her information and output is truly invaluable! Do her assigned homework and see your possibilities unfold for the near future and the years to follow. – Hannah Brand
REVIEW #2 – Professional, knowledgeable and personable. For many years I have experienced poor quality financial planners. My initial complimentary consultation with Marianne confirmed she was a great fit for me. She is the first financial planner that actually listened to me, understood my needs, and put them above herself. I now know the importance of finding the right fit when it comes to your financial future. I wish I would have found Marianne sooner. I’m finally on the right track to financial freedom as I enter my retirement in a few years. – Debra Torres
REVIEW #3 – Marianne is the perfect advisor for me because she not only cares about the hard financial facts (of course) but also is happy to advise on the softer aspects around money, such as lifestyle choices. Often in our meetings I find myself bouncing ideas off of her, and she helps to clarify my thinking with her well-reasoned suggestions based on her own experience. A winning combination of traits! – Martha Erickson
REVIEW #4 – I wanted to take some time to say how impressed I am with Marianne Nolte. As an estate planning attorney I am constantly meeting with and speaking to new financial professionals. I very much respect and enjoy working with Marianne. She is intelligent, kind, knowledgeable, and always looking to learn and improve her already impressive skill set. She always responds to me in a timely manner (usually within minutes) and I have personally seen how deeply she cares for her clients. Thank you Marianne for all that you do! – Andrew Wertheim
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Brandi Litzkow: Primerica – Financial Services
ADDRESS: 2156 McCulloch Blvd N #11, Lake Havasu City, AZ 86403, United States
NUMBER: +1 760-502-9762
DESCRIPTION FROM BUSINESS: Brandi Litzkow is a Licensed Financial Representative with Primerica serving LAKE HAVASU CITY and its surrounding areas.
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brandi is great to work with! She is timely and quick to reply. She is on top of things and is always willing to answer questions! I highly recommend her! – Kristin McDaniel
REVIEW #2 – Amazing. I really enjoyed meeting with her and felt like she was there to help and support MY needs, not to sell me on stuff. She was very respectful when offering resources and options, and she truly met me where I was. I look forward to continuing my work with her. In our first meeting, she’s already set to save me about $300 in my monthly bills with her suggestions! – Ciera McElveen
REVIEW #3 – Brandi has been an incredible help in getting me started with investing for my future. I wasn’t sure how to take the first step, and she made the process simple and approachable. She’s trustworthy, supportive, and truly passionate about helping others—not just with investing but also with creating plans to get out of debt and achieve financial freedom. She takes the time to explain everything in a way that’s easy to understand and ensures I feel secure in every decision. I’m so grateful for her guidance and highly recommend her services! – Becca Olguin
REVIEW #4 – Working with Brandi has been amazing! She has helped me with life insurance and get the best deal, as well as get investments sent up to plan for the future! She responds fast and is always there to help! – Dayna Litzkow
REVIEW #5 – I’ve been working with Brandi for 3 years now and am very appreciative of her. I feel more financially secure and prepared, and I trust she has my best interest at heart. – Casondra Foor
REVIEW #6 – Brandi has been a wonderful asset to us. She helped us get our fianaces in order and properly prepare for our future. We are so thankful for her expertise. – Jamie Van Hill
REVIEW #7 – Brandi and Matt are wonderful to work with, they are very educated and are always willing to help and answer all of our questions. SO thankful we have amazing people to work with when it comes to our finances! – Mallory Riess
REVIEW #8 – Brandi is the best!! I’ve used Brandi with primerica for about 4 years now and she is always accessible and wants the best for her clients always. – Brendan Richards
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