2 Best Gold IRA Investment Companies Near Me in Thomasville, GA – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Southeast Asset Advisors Inc
ADDRESS: 314 Gordon Ave, Thomasville, GA 31792, United States
NUMBER: +1 229-226-8839
DESCRIPTION FROM BUSINESS:
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 – Southeast Asset Advisors have managed my family’s finances for more than a decade. They provide extraordinary long term and conservative financial advice. They are a full service firm with extraordinary credibility and results. They managed my Dad’s finances and his children’s spanning three generations now. I highly recommend this incredible group of women and men who provide personal and sound financial planning. They take care of everything from taxes to investments. I would never consider another firm. I have known the founder and managing partner for a number of decades. – Toby Chapman
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Rosenberg, Alvis, & Ambrose Wealth Management
ADDRESS: 312 N Broad St, Thomasville, GA 31792, United States
NUMBER: +1 229-702-6100
DESCRIPTION FROM BUSINESS: Our firm was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their goals. Our staff consists of experienced professionals with a “hands-on” approach to financial advice…
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:45 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Philip has been our financial advisor since 2021. He is always professional, conducts himself with integrity, and takes a personal interest in our financial success. You can expect Phillip to treat you with a high level of respect and give you all the attention you need to set your financial goals and earn your trust. – M Moore
REVIEW #2 – I needed to roll over a 401k into an IRA, and Philip did a wonderful job guiding me through the process. He had great insight into choosing funds, was easily accessible when I had questions, and above all extremely professional. I highly recommend Philip and Rosenburg Financial. – Matt Wilkerson
REVIEW #3 – What a great experience working with Philip. His knowledge and outlook are amazing. He has great communication skills and always follows through. I highly recommend him! – Rob Maxwell
REVIEW #4 – Philip Ambrose is the right balance of personal and professional. He was well prepared for our appointment and truly listened to what I was looking for as an outcome. I never felt spoken down to or over. After several years of working with Philip, I can say that he continues to be attentive and informative. – Stephen Scarrow
REVIEW #5 – I really appreciate how Philip takes the time to make sure you understand your finances. You are involved in every step, and if you ever have any questions he is always available to help. I’ve never had any issue that I couldn’t ask him about, and once I do I get a clear and educated answer that I understand. If you want to take control of your financial future I highly recommend that you sit down and talk with him! – bryan glover
REVIEW #6 – Philip helped me and my husband to plan for our retirement. He advised us on how to increase the value of our current investments, and we have seen a considerable increase, in a short period of time. He and his firm are very honest and knowledgeable.
I highly recommend him. – Mary DeTrempe
REVIEW #7 – Philip is very informative and professional. He has been advising us close to 5 years and has proved to provide sound guidance. I highly recommend him! – Melody Parker
REVIEW #8 – Working with Philip and the Rosenberg Financial Group has been a great experience for me. I have been especially happy with their alternative investment opportunities, and the vetting process they go through before offering them. It provides me everything needed to make a quality informed decision. If you are looking for someone who gives their clients custom, individualized service, you should give them a call! – Robby McGee
REVIEW #9 – Philip makes understanding your investments and finances easy. The Rosenberg Financial Group has been an excellent and informative group to work with. I highly recommend you reach out to Philip. You will be glad you did! – Heather Colter
REVIEW #10 – Philip has been amazing to work with. He is always willing to answer any questions we have. The best part is our money has grown more in less than a year that we have been with him than the several years we had it with another firm. – Mandy Pippins
REVIEW #11 – Philip is such an incredible financial advisor, and has been 100% transparent since day one. Even starting out in conversation, he has guided me down a path towards success with an understanding and trustworthy foundation. Not only will he help you get your money right, but he will help you do it in a way that you understand so you know what exactly is happening rather than him just doing it for you. If you’re looking for retirement help, investment help or have any other financial questions, Philip is your guy! 🙂 – Madison
REVIEW #12 – Phillip is talented, honest and diligent. He is well versed in his trade and passionate about generating positive returns for his clients. I trust him and recommend him for your financial needs. It is also a pleasure to work with Phillip. – zach lewis
REVIEW #13 – I think what really separates Philip and his team apart from other financial advisors is that he treats us like family. We are very pleased and would recommend them to anyone. – Aaron Allen
REVIEW #14 – I’ve been working with Philip for over 2 years as we walk out and execute the strategies he helped me formulate. This plan has reduced my tax burden by 50% over the past two years by guiding me through complex strategies. The past years, Philip has been there to encourage, offer assistance and remind me of the end goal. It’s been hard work but i believe without Philip, i never would have made it.
If you want someone to be more than just an advisor, but also someone who values clients, look no further. He is a person of integrity and you can trust him with your investments. – David Malone
REVIEW #15 – Philip is an excellent financial advisor! My husband and I had a consultation with Philip. He was knowledgeable, he wasn’t pushy or just trying to make a sale.
We appreciated his patience with us, he answered every question we had, he was honest, he encouraged us, and we found that he truly cared about our family’s overall well-being.
Philip reached out to other trusted companies on our behalf to see if there were ways we could save money on things like insurance and our mortgage. We saved over $100/month by switching one of our services, and we are grateful to Philip for this!
We trust Philip and highly recommend him as a financial advisor! – Val Sims
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