2 Best Gold IRA Investment Companies Near Me in Oregon City, OR – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Nicholas P Thorne, CFP®
ADDRESS: 702 Main St, Oregon City, OR 97045, United States
NUMBER: +1 503-657-6082
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Have worked with Nick and now Averi for a while now. Always had good insight and your best interest at heart. Clear communication is also a big plus. For anyone looking for someone to be in their corner and help navigate the ever changing world of finances, I’d recommend Nick and his team. Looking forward to continuing to work with you all for many years to come. – Samuel Newell
REVIEW #2 – Nick is the ultimate professional. He is knowledgeable and quick to respond to questions. He is very personable and easy to communicate with. I found his advice on retirement planning extremely helpful and highly recommend Nick if you are needing help with any financial planning, 401k rollovers etc. – Kristin DeBisschop
REVIEW #3 – Nick has been so great at getting our 401k plan for our trucking company setup quickly and efficiently. He is knowledgeable and quick to respond to any and all questions. Highly recommend talking to him if you’re considering setting up for retirement and/or financial planning. Thanks, Nick. – Sadie O’Neill
REVIEW #4 – Nick helped my husband and me open up a couple of CD’s so that we could invest some excess money that was in our bank savings account. We feel very excited to have our savings give us a larger return this way and look forward to more opportunities through Nick. Nick was very professional and thorough and I feel confident that he will continue to provide counsel and assistance on our behalf! – Nancy Graham
REVIEW #5 – If you are looking for one of the most caring people to put your trust in look no further than Nick. He truly takes the time to focus on learning about his clients in order to make sure that his advice is personally tailored to their needs, their lifestyle, and their goals. He understands that investing and financial planning is NOT a one size fits all endeavor.
Nick is smart, kind, considerate, personable, and most of all a partner. He truly tries to partner with his clients to ensure they get exactly what they need.
Nick is the type of professional you want to take a minute to meet and certainly is a great choice to put your trust in him and his service – Chris Owen
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Elevate Wealth Advisors
ADDRESS: 615 High St #100, Oregon City, OR 97045, United States
NUMBER: +1 503-607-0809
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Stocks and bonds consulting, Tax planning, Wealth management, Advisory Services, Financial Plans, Investment Advisor, Wealth Advisors, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The team at Elevate Wealth Advisors are awesome. I’ve been with their group four or five years and they have done an outstanding job with my portfolio. Daniel, my advisor is always looking out for my best interests and he explains things in a way I can easily grasp. Everyone there is held with high regard, especially the Officer of First Impressions, Jacquelyn. She so helpful and friendly. Coming in for my annual review meetings is always like coming home. I feel valued.
I highly recommend Ben James and his team. – Vicky Bacon
REVIEW #2 – Elevate Wealth Management: reliable, knowledge, friendly, welcoming. These adjectives describe the entire team. FYI we have been a client of Ben’s for over 20 years. – Mary Dettmann
REVIEW #3 – The Group at Elevate Wealth Advisors are super friendly and easy to work with. Was referred by Stephan Sykes with Plus Minus accounting over 20 years ago. Jacquelyn at the front is always eager to answer questions and set appointments. Ben and Daniel have a wealth of information to educate on topics ranging from investments to estate planning. You feel like you get personal attention when you visit with them. Very friendly and professional group at Elevate Wealth Advisors. – daniel canfield
REVIEW #4 – Elevate Wealth Advisors has been exemplary in their guidance for us as we navigate our imminent retirement. The entire team’s communication and knowledge has helped us tremendously. We feel very comfortable and taken care-of by Daniel and the entire staff. If you are looking for a truly hands-on approach to the tricky world of retirement planning, Elevate is a great choice. – Heidi Finlayson
REVIEW #5 – Ben James and his team at Elevate Wealth Advisors are amazing! They listen to your concerns/needs and with their knowledge and know how, they navigate you in the right direction to invest wisely. They take the time to discuss the pros and cons and they are never too busy for a question. Thank you Elevate Wealth Advisors! You’ve made a fan out of me! – Katie Wentz
REVIEW #6 – Ben James and Elevate Wealth are great people to work with…Actually, they do all the work and I get to advise and consult with them about my investment and retirement accounts. Most of my dealing is with Jacquelyn Starr, who is super in getting things done for me and also has a great personality and laugh. I really enjoy speaking with her, as well as with the other people on staff. Ben James and Daniel Nordstrom. Also, I pray for them to have wisdom from the Lord as they invest for me/Him. – Jay and Sharon Grosenbach
REVIEW #7 – Elevate Wealth Advisors is an excellent company! Their hands on approach to assisting clients with their needs is top notch. They care about their client’s needs. They are never too busy for questions or concerns. Thank you Ben and everyone at Elevate Wealth Advisors. – L & J Heating and Cooling
REVIEW #8 – Thank you to everyone at Elevate Wealth Advisors who helped put together our financial investment package. Our “risk tolerance” was very low and was keeping us from making sound financial decisions. Daniel’s comprehensive knowledge of investment products has given us great confidence. It’s our faith in Elevate Wealth Advisors and Daniel that has led us to a stable and income producing portfolio. Thank you – Kathy Hartley (Webster)
REVIEW #9 – I highly recommend Ben James and his team at Elevate Wealth Advisors. They live up to their reputation of being detail oriented, client-focused, and demonstrate a high degree of professionalism. Additionally, Ben’s book, titled “The Playbook” has been an incredible resource for me, to help me understand the fundamentals of financial planning. Thanks Ben and Team! – Megan Cox
REVIEW #10 – Top-notch professionals, client-focused, and very responsive . I appreciate the fact that I can call with any questions and get answers. I also appreciate the efforts Elevate Wealth Advisors has made to encourage financial education, not only for clients who want it, but for the general public through resources available on their website. I love the Playbook process they developed and have benefited from reading a book written by Elevate Wealth Advisor’s founder, Ben James, CFA, CFP. Someone else I know who is now working with Elevate Wealth Advisors raves about the knowledge, financial management, and communication she is experiencing as a client. Thank you EWA team for all that you do. – Paula Marie Usrey BoomerBestU
REVIEW #11 – I have been with Ben since he started. He and the staff have always been supportive and have done what is best for my family. I appreciate their financial educational background. They have access and strategies to investing that I wouldn’t know about without them. I would recommend them to anyone interested in their financial security. – Will McCreery
REVIEW #12 – Daniel, Kay, Jacquelyn, and Mary Anne, are a great team that likes working with each other. They know there trade and I have no worries leaving my retirement in their hands. I would recommend them to anyone in need of planning their retirement. – Ben Baurer
REVIEW #13 – I wud give Ben James & his staff a 10! Elevate wealth is an excellent company! Ben & his staff are very efficient, caring, friendly, professional, yet down to earth!! Makes me feel very comfortable & always hve time to meet with me!! Ben was recommended to.me in 2014, & I hve not had any regrets, & feel safe about his advice on my money matters!! if u need advice or need ur money to MAKE money, give elevate wealth a call!! U won’t regret it!!! ☺️ – Laura Ice
REVIEW #14 – Ben and the staff at Elevate Wealth Advisors are extremely professional and personable. They care about helping you reach your individual financial goals and care about who you are as a person. They have been helping us plan for our future since Ben started his career in financial planning. His advice and direction have put us on a solid path to retirement. I think what really stands out is the personal connection that you feel when you talk with anyone from the office. They know who you are when you call or stop by the office and they take an interest in who you are and what is going on in your life.
When my mom got divorced in 2006, we introduced her to Ben to help plan for her financial future. She trusted him immediately and he helped her to set up a plan to reach her financial goals. She was able to reach her goals, provide a comfortable life for herself and to leave a solid financial future for her children and grandchildren. Never did she think that would happen when she found herself single in her late 50’s. Everyone at Elevate went above and beyond to continually check in with her, send encouraging messages and genuinely care for her during her years of cancer treatment. When she recently passed away , she left us with the “Playbook” (that she inspired and Ben developed and wrote the book). It provided us with easy and organized instructions to follow upon her death and had all of the important papers and information in one place. We literally had a road map to help us navigate through what to do when someone dies thanks to Ben (and my extremely organized mom). We cannot thank this wonderful crew enough for all that they do and how they treat people along the way in life. – Lisa
REVIEW #15 – Friendly, helpful, knowledgeable. These folks are always available for you. They really do care about you, your future, your investments. I wouldn’t go to anyone else. They treat you like family and that’s hard to find. – Lori Mathews
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
