2 Best Gold IRA Investment Companies Near Me in Sedalia, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Primerica Financial Services – Alina Shcherbina
ADDRESS: 3330 W 10th St, Sedalia, MO 65301, United States
NUMBER: +1 660-851-0801
SERVICES: Retirement Planning, Estate planning, Financial planning, Investment advising, Mutual and index fund consulting, Tax planning, Wealth management, University savings-related financial consulting
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | CLOSED | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Alina is an INCREDIBLE agent and helped me not only protect my family in case I pass away, but she helped me save money doing it!! Alina is a PROFESSIONAL at what she does and I highly recommend you reach out to her and get your family protected with life insurance and a retirement account! She is very well versed in her business and an excellent leader and coach to her team. – Jason Strilkivsky
REVIEW #2 – Alina made the process of life insurance as easy as possible. She is incredibly informative and thorough. She also helped me in other areas of financial planning and has made me feel at ease every step of the way! – Lexii Rodriguez
REVIEW #3 – I personally believe that the right people will come into your life at the right time and in the right season. And that’s exactly how my wife and me encountered Alina Shcherbina. We were not looking or even thinking about “life insurance” but Alina shared with us some profound information and benefits of having life insurance for our family which made total sense.
I’m very grateful that we crossed paths with Alina and today we have a peace of mind concerning our future. I highly encourage anyone to at least sit down with her to see what options you have as it pertains to life insurance, or any other financial matter. – Stan Belyshev
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Stack Enterprises – Financial Planning, Wealth Management & Tax Services | Corey M Stackhouse, CFP®
ADDRESS: 516 S Ohio Ave, Sedalia, MO 65301, United States
NUMBER: +1 660-570-4114
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, ,Tax planning, Wealth management, Advisory Services, Insurance Solutions, Investment Advice, Investment Management, Life/Annuities & Long Term Care, Medicare & Health Insurance, Retirement Income 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 – I had a co-worker who highly recommended Corey and team as a financial planner. I had never worked with someone closely on my financial plans prior to going to Stack Enterprises. Corey and his team are all very personable, always greet you with a smile, and work very hard to make everything seamless. They always easy to contact and are quick to return calls, texts, and emails.
My husband and I chose to give him a try and have been extremely happy with the advice and service we have received. Corey has always made us feel comfortable and confident about our financial planning decisions. He always explains things in a way that we understand and has made managing our retirement funds easy and has helped us transition into retirement with minimal stress. He is diligent in saving or making money decisions that are in our best interests. He has just recently taken over doing our taxes the last couple of years and has done and excellent job with that task as well and advised us of cost saving measures to ensure the best tax outcomes.
Would highly recommend Stack Enterprises for any of their services. Thanks Corey and staff! – Donna Ramey
REVIEW #2 – Corey is great! He was very willing to spend the time needed to explain things in the investment world that we were unsure about. He listens and responds accordingly to how much risk you are willing or not willing to take with your money. I would highly recommend Corey Stackhouse. He has been handling our investments for a lot of years now. – Tammy Sandersfeld
REVIEW #3 – Corey is the best in the business! He does an excellent job of explaining his processes and the why behind everything he does in general terms that make it very easy for someone like myself to comprehend. Highly recommend for someone starting the investment journey or looking for more of a personalized plan. – Nicholas Cashman
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