2 Best Gold IRA Investment Companies Near Me in White Bear Lake, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Ryan Johnson – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 4637 White Bear Pkwy, White Bear Lake, MN 55110, United States
NUMBER: +1 651-429-6220
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ryan has been awesome to work with! My wife and I switched advisors about 2 years ago now, and have not looked back since. Ryan has provided top notch service, support, and ideas for our growing family. I can’t recommend him enough! – Peter
REVIEW #2 – Ryan has been extremely helpful and has always taken the time to explain things clearly. I would recommend him to anyone looking for financial guidance. Most importantly, I trust Ryan completely and am proud to call him a friend. – Sam hentges
REVIEW #3 – Working with Ryan has been one of the best decisions we’ve made for our retirement. He took the time to understand our goals, lifestyle, and concerns, and crafted a plan that gave us both peace of mind and financial confidence. His knowledge of all things retirement brought us peace of mind because he explains things in depth and in simple terms. Thanks to Ryan, we’re enjoying retirement with confidence! – Phil Larson
REVIEW #4 – Working with Ryan has been an exceptional experience! He is incredibly responsive, always available to answer questions, and truly takes the time to understand our unique needs. His dedication and involvement have made a significant impact on our financial well-being, and we feel fortunate to have someone who genuinely cares about our long-term success. He’s become an integral part of our financial journey and everyday life, guiding us with expertise and trust. Highly recommend! – Danae Goldsmith
REVIEW #5 – Best in the business! His attention to detail and care for each one of his clients is second to none. Such a trustworthy advisor! – Tim Ness
REVIEW #6 – Ryan has been so helpful and done such an amazing job when it comes to managing my finances. I have and will continue to recommend him to anyone and everyone. – Mason Modjeski
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One Life Financial Group
ADDRESS: 6922 125th St N, White Bear Lake, MN 55110, United States
NUMBER: +1 763-251-8040
SERVICES: 401(K) & 403(B)Planning, Assets Under Management, Consulting Services, Customized Investment Strategy, Customizing Financial Plans, Dimensional Fund Advisors, Financial Planning And Asset Management, Investment Accounts, Investment Advice, Registered Investment Advisor, Retirement Income Strategies, Retirement Planning & Analysis
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 – Brian took time out of his busy day. Called back quickly. Sincere information. Honest. Gave me such peace. And helped me understand without making me feel dumb. So kind and personable! – Jan O’neill
REVIEW #2 – I have known and conducted business with Brian Lahr for over 10 years. I have developed complete trust with Brian and the One Life Financial team. They exemplify integrity and client service with every interaction I have with them. At every instance, they act on my best interest without compromise.
Brian and his team have listened and provided as much time as I need to discuss any matter. I consider Brian as a friend and objective consultant. I have introduced my family to conduct business with Brian and his team. Without hesitation and reservations, I would recommend One Life Financial Group to anyone who needs financial planning advice. – Moneer Rana
REVIEW #3 – We’ve relied on One Life Financial Group for over 15 years and we credit the team with helping achieve our financial and personal success. Whenever we come upon a life decision from job offers, investment strategies, tax minimization, or major purchases, we seek their guidance. Most recently, the team provided crucial support in a major career and lifestyle transition where they offered strategic advice and hands-on support.
I highly recommend One Life for people on corporate and business-owner career paths to help maximize their goals and their time. – Drax
REVIEW #4 – My husband and I starting working with Brian and his team at One Life Financial this past year. We are approaching retirement and decided it would be best to have the professionals help guide us in our investment strategies, social security disbursement timing, insurance needs and more. We are so happy we did! They have worked through different scenarios and how it impacts us financially in the future; How to make sure we will be attaining a future that supports our Core Values. They are all brilliant. Best part is that they explain everything so that we understand. Brain and the entire team are all very pleasant and easy to work with. You feel as though you are the most important client they have. The only complaint I have is on us and that we did not start with Brian and One Life a long time ago. Highly recommend this wonderful company!! – margaret coyne
REVIEW #5 – Over the past 12 years, Brian has been my advisor, and I’m forever grateful to him and the One Life Financial Group! Brian has helped my husband and I align our Core Values with our short and long term financial goals in order for us to get the BEST return on life. He does an amazing job explaining complex topics in easy-to-understand language and allows us to feel confident with our financial decisions. Brian and his team are delightful to work with, highly responsive, extremely knowledgeable and innovative in their approach to providing holistic financial services that encompass our family values and financial desires. I would highly recommend Brian and the OLFG! – Suzi Smith
REVIEW #6 – As a younger couple, my husband and I were looking for someone that could help educate us on how to make our money work harder for us without sacrificing the lifestyle we want to live. We scheduled a consultation with Brian to learn about One Life’s offerings. Brian was very welcoming and shows a true interest in his clients’ lives. It was not intimidating and we learned a lot about our options and what One Life Financial Group has to offer. – Samantha Plante
REVIEW #7 – Working with the One Life Financial Group team has been a wonderful experience. Brian spent the time to understand our family and its goals before making any financial recommendations. With his help we created a vision and strategy to meet our financial needs for the long-term. Highly recommended! – JJ Sandvig
REVIEW #8 – Brian has been my financial adviser for 12+ years. He and his staff at One Life Financial have helped us develop and grow a very strong financial portfolio. Like most financial advisers, One Life helps you save confidently for the fundamentals like insurance, disability, college and retirement. Unlike most financial advisers, One Life also focuses on life management. One Life has helped us establish short term, mid term and long term goals. Brian and his staff have given us the tools to achieve these goals. Some of these goals are major purchases but others simply involve time. During our reviews, we have been able to find ways to balance our funds while freeing up more time to do the things that really matter to us. This has been one of One Life’s most valuable features. I cannot speak highly enough of Brian and his Team at One Life Financial. – Matthew Allen
REVIEW #9 – I can’t say enough positive things about Brian Lahr and One Life Financial. I have known Brian personally for about 15 years, and there is no one I would trust more as a financial advisor. He has helped my family to really think about what is important to us and to allign our goals accordingly, so that we are truly getting the best return on life. I would confidently recommend Brian and his team- they helped us with everything, from insurance to 529s to trusts to managing our money on a day-to-day basis. We are so thankful for their guidance and vision! – Alanna McNamara
REVIEW #10 – We have been working with Brian and the One Life Financial Group for several years and feel we are in great hands. They are so knowledgeable about our company benefits with both Target and Ecolab which makes it so easy! We also love the holistic approach they take to our financial planning to ensure we are not only covered for retirement, but make the most out of our money today and living the life we want to live right now. We couldn’t say more about how great they are to work with. – Valerie Olson
REVIEW #11 – We’ve been working with One Life Financial Group for many years. As former business coaches, we were attracted to their coaching approach. Through deep probing questions, they helped us to understand where we were financially and as a family, where we wanted to go based on our life goals, and helped establish a strategic plan to get there. When we started working together, I was stressed and worried about our financial future. Knowledge and a solid plan changed that. We are now confident that our family future is secure. Brian and his team have worked well with our tax accountant and trust attorney over the years. Having everyone working together to help move us forward has been powerful. – Scott Carlson
REVIEW #12 – One Life Financial Group has been a great resource for my wife and I. We have been using them for 4 years now, and with their focus on continuous improvement, updating their systems to provide close to real time accuracy it has allowed us to become more comfortable with our time and financial decisions. Meeting with Brian and his team a couple times a year, and doing the One Life Challenge has allowed us to not only focus on our financial planning, but really evaluate what is most important to us, and prioritizing our Core Values. By starting with our Core Values, it then allows us to prioritize our financials and provide that beacon of light and make sure we are always going in the right direction with both our time and money. I would highly recommend OLFG to any looking to plan their financial future with Purpose. – Michael Zitelman
REVIEW #13 – One Life Financial Group and Brian Lahr have been helping us manage our money since my wife and I got married over 7 years ago. They helped us, with innovative tools, create our monetary and life goals and then figure out a strategy on how to obtain them. Brian and his staff are attentive to detail and are always there if we have questions. They are problem solvers and idea generators. We have never felt pressured to go one way or another, but they have always provided great advice. – Elliot Botten
REVIEW #14 – My partner and I have been working with Brian for almost 15 years. I was a physician trainee when we started and he has been ever so deftly guiding us over time. I am now in a busy practice and trust my money, my financial planning and future retirement completely to Brian and his team. It is to the point where I don’t think about it anymore and simply get to meet a couple of times a year to watch my investments and retirement grow. If you ever need a financial advisor, especially as a physician, Brian and his team are your go to team!! I’d give more than 5 stars if possible! – Eric Schneider
REVIEW #15 – One Life is correctly named as the team works to understand your lifestyle and goals and then applies that knowledge to build a comprehensive strategy to achieve them. They have excellent tools and wonderful people to work with. Highly recommend – Mark Dahn
REVIEW #16 – One Life Financial Group has served my family financial planning with professional excellence. Our financial security is sound and our plan has enabled us to establish purpose, goals and future plans. A return on life review helped us integrate financial planning with all aspects of our life journey. We feel more secure and confident that our plans and finances will meet our short and long-term goals. Brian and staff are great people and they are very good financial planning professionals. – Barry Olson
REVIEW #17 – I cannot say enough good things about OneLife. I’ve worked with financial planners and wealth advisors in the past, and those relationships felt very transactional. The OneLife team feels more like therapists; they help me understand what I want from my life and then build me a financial plan so I can achieve it. There’s no judgement; we incorporate the menial day-to-day spending and tax considerations, but also we consider far-off goals and aspirations that I’ve never thought could one day be real. I came to OneLife with a complicated, varied portfolio that was inequitably distributed, and they’ve helped to balance it, as well as teach me with patience and grace, rather than just using complex and dense industry terms to ensure I never understand the full picture. I feel so much more in control and informed of my own financial future thanks to the OneLife team. I’d give them 6/5 stars if I could. – Betsy Langowski
REVIEW #18 – Brian and his team treat me not as a client but as a family member. My husband and I joined One Life Financial Group two years ago, and under Brian’s guidance we developed a family mission statement. We used this statement to govern our life, especially our time and resources. We found ourselves much happier knowing that our choices were based on purposeful decisions.
When my husband unexpectedly passed away, the true magnitude of Brian’s services became even more evident. He is helping me navigate 401k and annuity rollovers, Social Security benefits, life insurance claims, and employee benefits. My situation is even more complicated as I have an adult son with a disability who is entitled to certain benefits. Brian has sat alongside me for numerous meetings, is always available for questions, and goes above and beyond with his resources to make sure that all decisions are made with our best interests at the forefront.
In this new phase of my life, Brian is helping me with life coaching as it relates to resources of time and money. I feel very confident in this new journey knowing that Brian will give me sound advice and guide me along the way. I would highly recommend Brian and his team, no matter what phase of life you are in. Not only is Brian an excellent financial planner, but he is also a Christian man with high integrity. – Sheri Wood
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