2 Best Gold IRA Investment Companies Near Me in Lawrenceville, GA – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Trajan Wealth
ADDRESS: 1755 N Brown Rd Suite 200, Lawrenceville, GA 30043, United States
NUMBER: +1 404-390-4000
DESCRIPTION FROM BUSINESS:
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 – I have been working with Judah. He has been extremely helpful and great to discuss with. Does a great job explaining the tools and services offered. – Colin Sanders
***** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Retire Wise, LLC
ADDRESS: 344 Scenic Hwy N, Lawrenceville, GA 30046, United States
NUMBER: +1 404-692-1233
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Shawn and his team at Retire Wise do an excellent job and truly provide a personal touch. You’re not just a number to them — they treat you like a person and work closely with you to help meet your retirement goals. I have really appreciated everything they’ve done. – Bobby Bruner
REVIEW #2 – Had a great experience with Shawn, he explained the way to withdraw your retirement funds without running out prematurely. Created a great plan for us and we signed up immediately. Very detailed, explained everything, answered all of our questions completely, we highly recommend! – Wayne Wiggins
REVIEW #3 – For anyone seeking guidance on retirement, Shawn is a great advisor. People can feel quite exposed discussing personal finances, more so trusting the quality of the advice. Shawn’s commitment to educate and provide financial common sense is one of his most powerful traits. His personal empathy makes the journey more comfortable to navigate, as he helps you get on a path to your happy retirement. – Al Araque
REVIEW #4 – I recently had the pleasure of working with Shawn from Retire Wise.
Shawn, you’re the best! With Shawn’s exceptional knowledge, I was able to make the best financial decisions. He took the time to explain complex financial plans in easy-to-understand language.
Shawn was very professional, knowledgeable and attentive to my needs and concerns.
I would highly recommend Shawn and Retire Wise for any financial planning or advisory needs.
I look forward to working with Shawn in the future.
Thank you! – gail bunn
REVIEW #5 – Shawn was great. I am preparing to retire and I thought I knew what I wanted to do with my savings. However, after meeting with Shawn, he showed me several options that I had not considered and his suggestions were better than what I had planned to do. Shawn was very patient with me and allowed me time to think over the new information he provided to me. Shawn is very knowledgeable and did not rush me through anything, which is what I needed. I would recommend Shawn to anyone who is about to retire or who has already retired. – Max Grizzard
REVIEW #6 – Everyone is very nice and accommodating. Shawn is very knowledgeable. He cares about people and what we want to accomplish. – Anna
REVIEW #7 – Shawn and his team are very knowledgeable and helpful. We feel totally comfortable with everything they are doing. Retirement will be much easier to enjoy knowing they are there and looking out for us. Thank you for all you do. Dave and Julie. – Dave Honea
REVIEW #8 – Shawn was patient with us as we asked questions. Thoroughly reviewed our current financial condition and goals and is the process of putting a plan together to help us meet our retirement goals. I look forward to partnering and working with Shawn throughout this process. – Stephen Nelson
REVIEW #9 – My wife and I are so well pleased with the services and financial guidance we received planning our retirement. Shawn Maloney has a true passion for guiding and helping others with achieving their financial goals in life. He is sincere, honest and driven by His faith in Christ. – Greg Bailey
REVIEW #10 – We are very pleased to be working with Shawn of Retire Wise on our Retirement Planning. His wisdom, knowledge, and experience, along with his great personality make him a valuable resource! – james dodd
REVIEW #11 – Shawn Mahoney was terrific. He was patient as we asked questions and answered those questions in a way that made sense! Very happy with our new partnership with Retire Wise! – Karen Dampier
REVIEW #12 – Shawn is very organized, thorough, and personable and I am very comforted that he is helping guide my financial decisions. He has been great at individualizing a plan that works for me. – Sarah Standard
REVIEW #13 – I had the pleasure of meeting with Shawn who is passion and knowledge for guidance and helping with achieving my goals. I am looking forward to working with him in the future. – jennell weaver
REVIEW #14 – Shawn and his staff have done a great job helping me roll some old 401k accounts from previous employers to a more profitable account that they maintain. – Jeff Royal
REVIEW #15 – My wife and I recently had the pleasure of working with Shawn from Retire Wise, and we can confidently say that he has been an extraordinary financial advisor for both of us. From the outset, Shawn displayed exceptional professionalism, knowledge, and a genuine interest in helping us achieve our joint financial goals.
Shawn truly stands out because of his ability to explain complex financial concepts in simple, easy-to-understand language. He took the time to carefully analyze our combined financial situation and comprehend our long-term objectives. This personalized approach made us feel comfortable and confident in his recommendations.
Moreover, Shawn demonstrated remarkable patience and attentiveness in addressing our concerns and questions. He ensured that both of us were on the same page and that our individual needs were being met. We appreciated his unbiased advice and tailored financial strategies, which have already yielded positive results.
We wholeheartedly recommend Shawn and Retire Wise to any couple seeking a reliable and trustworthy financial advisor. His expertise, dedication, and personalized service have genuinely made a difference in our financial planning journey. – Jeremiah Bennett
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