2 Best Gold IRA Investment Companies Near Me in Marion, IL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Wall Street Financial Group, Inc – John Zeidler, CFP®, CPA
ADDRESS: 500 N Market St, Marion, IL 62959, United States
NUMBER: +1 800-303-9255
DESCRIPTION FROM BUSINESS: We are a family owned and operated business specializing in tax planning, wealth management, income strategies, retirement planning and much more.
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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My experience with Wall Street Financial Group, INC. was fantastic! Meeting Carl last year to gather information and my meeting with Brenden today was of the same caliber. Knowledgeable, informative and answered all of my questions in great detail, but in a way I could easily understand the investment process. – Jacque Deaton
REVIEW #2 – Amazing service, top quality financial advisors. – Miana
REVIEW #3 – Very professional and nice! Highly recommend! – Jessica Dawn
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Natasha Stearns – COUNTRY Financial Insurance & Financial Services
ADDRESS: 2720 W Main St Ste A, Marion, IL 62959, United States
NUMBER: +1 618-997-9442
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I met with Natasha today to discuss retirement planning. I found her to be very knowledgeable, welcoming, and most of all encouraging. As a teacher, I do not bring a great deal of wealth to manage, but she made me feel as if I was one of her most valued customers on my first visit. She spent a great deal of time getting to know me before with hashing out a basic plan and next steps. I had been putting off finding a fiduciary because I was a bit intimidated. I cannot recommend Natasha enough… she is talented and sets you at ease! HIGHLY RECOMMEND! – andrea pender
REVIEW #2 – In working with Natasha on my retirement has been an easy process. We started 5 years ago taking the information we had and then working with us us to what number we would need for annual income. 5 years later we had exceeded that dollar amount and I am retired. My wife for her teacher pension still has 3 years to go but we are on target. Having someone to talk over the options and what worked best was great. I highly recommend reaching out to country financial and Natasha and her staff. The sooner u start the easier it will be. – Ron Ziehm
REVIEW #3 – We have multiple vehicles and houses. Stearns has been wonderful to work with. If you have a 401k and are wondering how to use it in retirement see Natasha for a really good plan that has a lot of options. – Jeff Maze
REVIEW #4 – Natasha is so easy to work with and helps out with all of life’s twists and turns and financial adjustments. Highly recommend! – Jessie Rudy
REVIEW #5 – Country financial always listens to any concerns I may have. They are an awesome insurance company & go the extra mile for their clients. THANK YOU! – Betsy Dotson
REVIEW #6 – Natasha took the time to identify my insurance needs and make thoughtful recommendations that absolutely protected my assets. This was refreshing and most helpful as my previous insurance agent was not interested in doing any kind of insurance review which left me at risk. Her office staff is most helpful and always ready to answer questions and fix any issues that arise. – Jeff Smith
REVIEW #7 – I’ve been with Country since February of this year, and have known Natasha and Billy for much longer. Fantastic team, fantastic service. – Austin Shadowen
REVIEW #8 – Excellent job today. Thanks for educating us in your business and how it can benefit the chapter and it’s members. Look forward to working with you directly – MMAD CLEAN
REVIEW #9 – I recently came in for an appointment with Billy to revise my coverage as it has been a couple years since it had been reviewed. It was a great experience! While revieing my coverage I found that Billy and I had a few things in common and that made the experience more personable. Not only that, we were able to lower my home insurance by a few hundred dollars annually without affecting the existing coverage I needed.
On my way out I was also gifted a nicely packaged chocolate chip cookie. I do not remember having such a memorable experience in my past appointments. Thanks, Billy and team! – Brandon Torres
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
