2 Best Gold IRA Investment Companies Near Me in Sparks, NV – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Great Basin Financial Services Steve Lindquist Wealth Advisor
ADDRESS: 381 Los Altos Pkwy, Sparks, NV 89436, United States
NUMBER: +1 775-789-3140
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Business succession and Business retirement plans 401k
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 first started working with Steve Lindquist at Great Basin Federal Credit Union when I was just starting my career. His guidance helped me build a solid foundation for my finances, and I’ve seen the benefits over the years- whether it’s having the resources to cover school tuition, make home improvements, or stay on track with retirement savings. Steve is knowledgeable, approachable, and takes the time to make sure his clients understand their options. I’m very grateful for the long-term value of his advice and would highly recommend him to anyone looking for a trusted financial advisor. – Nicole Harvey
REVIEW #2 – Steve Lindquist is a very professional and knowledgeable financial planner. He guided me through the retirement planning process with a thorough review of my financial situation and all my options. I was very comfortable with Steve and he was always responsive to any questions and concerns I had. I feel very fortunate to have him as my financial advisor! – denise snell
REVIEW #3 – Steve Lindquist has managed our investments since 2018 offering exceptional service and knowledge. Steve is very thorough in his presentations and is always willing to answer any questions we may have. I feel very secure working with Steve and feel he is always looking out for our best interests. – Barbara Reuter
REVIEW #4 – I’ve been working with Steve for years, and he’s consistently been friendly, attentive, and easy to work with. He always takes the time to listen and address any concerns I have. Highly recommend – Francisco Reyna
REVIEW #5 – Steve has been guiding my finances since 2011. I have been continually pleased every year.as for the growth I received no matter what administration has been governing our Country. He’s professional, importantly experience. And will always explain thoroughly what is happening with the market. And what is best for individual situation. You won’t lose including Steve as your finial advise. – Edward Wouters
REVIEW #6 – I’ve been pretty lucky for most of my days regarding finances so I hadn’t given much thought to how much I might need to support myself for the remainder of my life. A few years back I wanted to have a clearer picture so I asked for recommendations from friends but most had no one to recommend. I don’t have investments, a 401k, etc. and I figured that most advisors deal with those things. It occurred to me to ask at my credit union if they could recommend someone and that’s how I ended up meeting with Steve Lindquist today. He was very personable and didn’t make me feel uneducated about my finances. He explained everything clearly and was able to give me a pretty good idea of how much I’d need to support myself during my older days. I currently don’t have the available funds to invest, but Steve is who I feel that I can trust and is who I’ll hire to facilitate investing when the time comes. I’m so relieved that I took this step. – Barbara DeLeon
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Peterson Wealth Management
ADDRESS: 2255 Green Vista Dr #403, Sparks, NV 89431, United States
NUMBER: +1 775-673-1100
SERVICES: Financial planning, Investment advising, Tax planning, Wealth management, 401k Help, Advanced Wealth Management, Advisory Services, Comprehensive Financial Planning, Investment Advisors, Investment Advisory Services, Investment And Portfolio Management, Investment Planning, Investment Portfolio, Investment Strategy, Retirement Planning, Retirement Planning Insurance, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Peterson Wealth Management has been top notch. Our accounts have consistently done well even when the economy has not been especially strong. Jess is always available to answer questions and provide advice when we needed it. The entire staff has been totally responsive and helpful. We have been able to do more than we ever anticipated with our retirement activities and fully expect to continue doing so thanks to PWM. – Dean Laird
REVIEW #2 – I have been with Peterson Wealth Management now for 3 years and couldn’t be more pleased. The personalized service we receive makes us feel like family. Responsiveness is immediate. The staff are all knowledgeable and efficient. What really impresses me is how Jess studies current events and political situations that affect the market, so that with his historical knowledge as well as his understanding of how governments operate, he is able to make carefully considered choices and reasonable forecasts, which have solidified my long term growth. – Carol Goodman
REVIEW #3 – Peterson Wealth Management is a family run business with the depth of experience and knowledge to guide you into retirement and after. IMHO you need to trust your advisor and be able to confidently follow their advise. Peterson will be around for the long haul, always providing sound financial advise which is critical when maneuvering through the ups and downs of the market. In the two decades I have been a customer, their loyalty and commitment allow me to trust them with my financial future and allow me to sleep well at night. – allen mcgee
REVIEW #4 – Jess and his team have been exceptional in assisting my wife and I through the process of transitioning to a “semi retired” lifestyle. They have repeatedly demonstrated patience and knowledge in guiding us answering questions, and helping me deciding which options best suited us in our circumstances. Having someone local was important, both for supporting local economies, but also the availability to meet in person if needed. I would recommend Peterson Wealth Management to friends and family. – Dave Hardin
REVIEW #5 – My wife and I have nothing but accolades for Peterson Wealth Management!! They have provided the guidance, expertise and knowledge to traverse the wildly vacillating investment landscape and have had the necessary patience to quell our intermittent fears!! Thanks for everything and we look forward to continued success and support! – John Hill
REVIEW #6 – It’s a great, family-run business where you can feel confident your money is in good hands. They invest client funds with the same care and strategy they use for their own portfolios. The staff is friendly, responsive, and always takes the time to answer questions promptly and thoroughly. – Damian Czajka
REVIEW #7 – We are VERY happy with Peterson Wealth Management. We have been with Peterson Wealth Management for over 10 years. They’re very professional, friendly, well knowledgeable. We would highly recommend them. – Christine Lipold
REVIEW #8 – Jess and team are always updating us with what we need to do. He is up to date on all the worldly situations that may impact investments. He is helpful, willing to meet, and just a pleasure to work with. – Bonnie Hargis
REVIEW #9 – I have had a wonderful experience with PETERSON WEALTH Management. They manage my money well and they communicate with me often and easily. I appreciate working with them. – Neva Lee
REVIEW #10 – No place else in the Reno/Sparks area who can manage your money like these guys can. They know there stuff. Very knowledgeable and have many years experience. They definitely work for you. Can’t go wrong. – Adam Wygnanski
REVIEW #11 – Jess and the entire team are wonderful! They take the time to explain every option and have great experience is watching the market and move very quickly to protect assets when necessary. – Susan Miller
REVIEW #12 – We have been well pleased with the service we received from Scott Peterson and Peterson Wealth Management. Our investments have done well and we are worry free. – Michael Goddard
REVIEW #13 – They are all so kind and patient. They have helped me understand how the world of investing works and seem to really care about my future. I can’t think of a better company to secure your money with. – Sandra
REVIEW #14 – Jess did a great job investing for us, we look forward to a long relationship with Peterson Wealth Management!! – Kevin Hargis
REVIEW #15 – We are proud to work with Peterson Wealth Management.
We trust in the team. Questions answered with care to make sure we share in the understanding of our relationship. We trust in the Mission of PWM. – R Souren
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