2 Best Gold IRA Investment Companies Near Me in Lloydminster, AB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Veracity Financial Services
ADDRESS: 4909 49 St, Lloydminster, SK S9V 0M2, Canada
NUMBER: +1 306-825-6200
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 have worked with Travis, Adam and Linda through obtaining insurance and investment planning. Everyone has been extremely knowledgeable and professional and helped to give me a sense of security and comfort through all stages of the investing process. – Jeff Kardas
REVIEW #2 – Travis was fantastic to work with & gave us great piece of mind. Would highly recommend Travis & the entire Veracity team. – Fuziongrl
REVIEW #3 – Working with Travis and Adam has been a wonderful experience and they have grown my portfolio! – Brett Murrell
REVIEW #4 – Such a great team to work with! Extremely knowledgeable and professional. Highly recommend their services. – Heidi Blanchette
REVIEW #5 – Veracity Financial offers honest and professional investment advice. Thank you for the great service. – Zach Bagnall
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Schiller, Spence & Associates Private Wealth Management
ADDRESS: 4204 70 Ave, Lloydminster, AB T9V 2X3, Canada
NUMBER: +1 780-874-4415
SERVICES: Tax planning, Wealth management, Brokerage Services, Estate Planning, Financial Planning, Holistic Financial Plan, Intergenerational Wealth, Investment Planning, Private Wealth Management, Retirement Planning, Retirement Strategies
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 have been with Investors Group since the mid 1980’s. Over many years and moves we have had several IG Advisors. In 2018 we retired and settled with Bill Spence and his team. They are truly the best of the lot! We mostly deal with Ilkin Hasanzade who is always available, well informed and provides exemplary service. We highly recommend Bill and his team.
– Peter Clark
REVIEW #2 – We meet regularly with our Financial Advisor, Ilkin Hasanzade. We reviewed our retirement strategies and updated our plan. We also discussed advisory fees and how several different scenarios we are considering can affect our future plans. He is very professional and we have always enjoyed working together with him to decide what is best for us. We highly recommend Ilkin and the team at Schiller, Spence and Associates. – Brant Wheeler
REVIEW #3 – Schiller, Spence & Associates has been a positive experience for us in managing not only our assets and securing our retirement, but in focusing on our long term goals and dreams for our future. Matt and Ilkin are truly dedicated to understanding our family’s values and the current stage of our lives, and helped us to plan for scenarios for not only our future but our kids futures as well. Highly recommend their services! – Bruce Keyowski
REVIEW #4 – Schiller, Spencer & Associates has helped me so much since I met them 3 years ago. Ilkin takes the time to show me what growth can be and that a stress free retirement is attainable, especially with this team. Investments and trends are explained to me in an easy and understandable way. I have had to reach out a few times, with questions or requests and the thing I really like about this group of true professionals is you never feel judged. Questions are always answered promptly, tips are given that I wouldn’t even know existed, and every transaction or request has been handled so efficiently. I am truly satisfied with the services offered and always look forward to our next visit. – Beverly Zawada
REVIEW #5 – Bill and the rest of the team at Schiller Spence and Associates are excellent to deal with. No matter what question or questions you have they are always knowledgeable, prompt, honest and happy to help out. They have been very good for me. – Kelly Mayo
REVIEW #6 – It is such a pleasure working with Ilken, Bill and the IG team. They take the stress out of my financial decisions. I feel extremely cared for and well looked after. I am so grateful that 20 years ago I made the wise decision to join the IG Team. Highly recommended!! – Sheri Garnier
REVIEW #7 – Bill and Ilkin and their team continue to provide outstanding service!! . They are available at any time for questions. The activities they organize outside of work on a social level are truly appreciated ( and thoroughly enjoyed). – Stacy Nordell
REVIEW #8 – The team at Schiller, Spence are always professional and truly treat you like family. Having help from the team in planning our future is stress free. – Mike Patey
REVIEW #9 – I have always had great service with Bill Spence and his team ! My yearly review was excellent and informative. My money is looked after very well and they make sure of it! I highly recommend Spence & Associates! – Cathy Cornet
REVIEW #10 – I Deal with Ilkin & Bill. They are great to deal with, very knowledgeable and professional. They lay things out in a way we can understand. We are very lucky to have them looking after us. – Vernon Kay
REVIEW #11 – It has been a great journey working with these gentlemen over the past 7 years, they have kept me very informed of my investments and I really appreciate that they take very good care of me. – Pat L’Hirondelle
REVIEW #12 – I appreciate that Mathew and Ilkin are available for our family whenever we have a question or concerns. They are both very knowledgeable and have our financial future in mind when helping us make decisions. Thanks gentlemen for all that you do for us!! – Nicole Deitz
REVIEW #13 – Matt at IG has helped to understand fully my wealth potential. I had moderate understanding and knowledge when it came to tax strategies and forms of saving and investing. Matt has up’d my game. He provided a personal approach that didn’t sacrifice my current lifestyle. – Kelly Sikorski
REVIEW #14 – My experience with Ilkin, Bill and the whole team at Schiller, Spence and Associates has been excellent. They treat you as family and will support and help you in any way you need financially. They have a diverse team so they have a high level of expertise in various fields. You are in very good hands! – Lasse Joergensen
REVIEW #15 – They are very knowlegable and friendly. They achieve good returns with modest expenses. If youre looking for a different group for your financial future give them a check. – Dallas Johnson
REVIEW #16 – I met with Ilkin from Schiller, Spence and Associates and learnt a great deal about financial planning, they really do care about you, your family and your goals. Don’t hesitate to switch over as they will make it an easy transition and you will be a lot happier with the outcome! – Max Reddy
REVIEW #17 – Very professional, explained very thoroughly, asked me numerous times if I had any questions or thoughts. – Aaron Bond
REVIEW #18 – A Truly Exceptional Experience with Investors Group. We have been thoroughly impressed with our experience with Schiller, Spence & Associates – IG Private Wealth Management. One of the standout qualities of their service is their exceptional ability to communicate complex financial concepts in a way that is both concise and easily understandable. Whether you are new to investing or a seasoned pro, their team takes the time to break down every detail, ensuring you are confident in your decisions.
Additionally, the access to online materials is outstanding. Investors Group has created a comprehensive, user-friendly portal that provides all the information you need at your fingertips. From detailed investment reports to educational resources, the platform makes it easy to stay informed and in control of your financial future. We especially appreciate the regular updates and insights they offer, making sure we are always aware of the latest market trends and strategies.
Overall, Investors Group excels in providing not only top-notch financial advice but also empowering their clients with the tools and knowledge they need to succeed. Highly recommend! – Melanie Mutter
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