2 Best Gold IRA Investment Companies Near Me in Puyallup, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Investors Portfolio Services – Financial Advisors
ADDRESS: 2832 S Meridian #201, Puyallup, WA 98373, United States
NUMBER: +1 253-770-8118
DESCRIPTION FROM BUSINESS: Retirement Plan Solution, Retirement Strategies, Wealth Management, Social Security Analysis, Financial Planning And Asset Management, Investment Advisor, Investment Management, Investment Portfolio, Investment Strategies, Portfolio Management, Social Security Payments, Tax Planning,
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 – Tom Bowman has been our financial advisor for over 5 years now. During this time, we’ve had a variety of changes & opportunities to evaluate. Tom’ ability to break things down so that we can understand them, along with his financial analysis & projections has served us greatly. We are confident in his advice and allows us to take as much or as little risk as we are comfortable with. Thank you Tom! – Melina Mwangi
REVIEW #2 – Tom Bowman has been so helpful answering questions and making us feel comfortable. We trust him to guide us as we make financial decisions and make complex issues more simple. Highly recommend having a consult to see how he can best help! – Melinda King
REVIEW #3 – We have been with Investors Portfolio for several years. Tom has been attentive and helpful in helping prepare for our future retirement. He is great and always available when we need him with questions or advice. – Erik Walden
REVIEW #4 – Tom was outstanding in addressing all my inquiries. He possesses a wealth of knowledge, and if you’re seeking a financial advisor, I wholeheartedly recommend reaching out to him without hesitation. – Sarah Thor
REVIEW #5 – We have been with IPS since 2017. We like the professional but family like atmosphere. The IPS Team is always accessible and informed. There are also excellent online tools available to monitor your accounts and trade details. We have been very pleased with the fiscal results achieved to date. IPS customizes your investment strategy to fit your goals and risk tolerance. We couldn’t be more pleased. Highly recommend that you consider joining the IPS family. – JAMES BURNETT (Mike Burnett)
REVIEW #6 – We met Frank Gallo about 10 years ago at one of his planning sessions. We were impressed immediately, particularly when Frank advised me to run over and collect my Social Security. a month later around Christmas I met Frank at the Mall food court with a sizeable check for deposit to a new account I was a little nervous since I didn’t know Frank very well. He told me that he had to earn my trust and confidence in him. I was still nervous.
Over the years we have invested sizable cash with Investors Portfolio.
Frank does all our purchases and sales of our stocks and bonds. We have the greatest confidence i him to handle all our funds independently.
In addition to being a great financial advisor, myself and my family have become friends with Frank, his family and staff. This firm brings value of being a small company with individual attention to your investing needs.
I go to Frank for advice on other non financial matters since he is a great resource on other matters.
WE HIGHLY RECOMEDND INVESTORS PROTFOLIO SERVICES FOR YOUR INVESTING SERVICES. – Ed Rowe
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DG Financial – Raymond James
ADDRESS: 2913 5th Ave NE #101, Puyallup, WA 98372, United States
NUMBER: +1 253-697-9360
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 – Working with Debi has given me complete peace of mind. She genuinely cares about her clients and is very knowledgeable! And her staff rocks!! – Debra Williams
REVIEW #2 – Debi and her team have helped guide and advise my husband and I so we can achieve our finiancial goals currently and future. – Ciara Boyce
REVIEW #3 – Debi and her staff are wonderful and have taken great care of my family and me for many years. I highly recommend her! – Bryana B
REVIEW #4 – Debi and her staff are the best. Debi has worked hard as my advisor for years and has helped me and my husband reach our financial goals. – Katherine Lacey
REVIEW #5 – I have been working with Debi for 10+ years. The results of this on my portfolio have been spectacular…and the costs for the growth of my portfolio have been very very reasonable. I am confident of the plan we have put together for my retirement. My uncle who was very good with money referred her to me and in turn I have referred her to many of my family and friends. Bonus for her and her team being fun to work with! – Michael K
REVIEW #6 – Debi is my financial bulldog. I know when my money is in her hands, she is ALWAYS looking for ways to make me more profitable. I highly recommend her if you want more money in your portfolio. She is professional, reliable and to the point. I will be with her for life! – Terrie Maciel
REVIEW #7 – Debi has the experience and she really cares for her clientele, I love her taking care of my finances. I strongly recommend her services! Such a great lady – Jorge Maciel
REVIEW #8 – I have worked with Debi as my financial advisor for over 10 years. Her knowledge and expertise in the industry is outstanding. Her staff is friendly and offers great follow through too. I highly recommend Debi and her team for your financial planning needs. – Cathy Torgerson
REVIEW #9 – I’ve had a great experience with Raymond James DG Financial and their entire team. Wendy, Katie, and Debi have all been incredibly helpful, knowledgeable, and welcoming throughout my experience as a young investor. They’ve taken the time to answer my questions, explain things in a way that makes sense, and help me feel more confident about making informed financial decisions for my future. I really appreciate how approachable and supportive they’ve been, especially as I’m just getting started with investing.
I highly recommend the DG Financial team to anyone looking for a professional and supportive team to help them with their financial goals!! – Tray Larson
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