3 Best Gold IRA Investment Companies Near Me in Algonquin, IL – Retirement Planning Services
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Edward Jones – Financial Advisor: Jarid K Brockman, CFP®
ADDRESS: 1485 Commerce Dr, Algonquin, IL 60102, United States
NUMBER: +1 847-854-2331
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jared is awesome! Honest, helpful, super knowledgeable, explains things clearly, communicates well, listens to our goals and concerns, and mostly seems to genuinely care about his clients. I have had one other financial advisor before to compare and Jared at Edward Jones is the best by far. – Jeff Gibbs
REVIEW #2 – Jared has been our financial advisor since before retirement. His advice has been instrumental in assuring us of a comfortable retirement and a meaningful inheritance for the kids and grandkids. We have been very pleased with Jared and Edward Jones. – Robert Siner
REVIEW #3 – We have trusted Jarid and Shauna with the financial growth and stability for our retirement for more than 5 years now. They are both extremely professional and very friendly and always ready to take the time to explain everything you want/need to know. We highly recommend them and Edward Jones to guide anyone through their financial future. – Daniel Hegg
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Grady Group of Illinois
ADDRESS: 1154 N Main St, Algonquin, IL 60102, United States
NUMBER: +1 847-904-0321
DESCRIPTION FROM BUSINESS: Insurance and Financial Services
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 – Katy from the Grady Group not only has done a great job helping me invest my money in gold IRA products, but she has helped me understand this complicated process so I can feel at ease knowing I’ll be taken care of once I retire. After being A stay at home mom for over 15 years, my main priority was the kids, I knew very little of our finances. Unfortunately, divorces happen and we move on. I had no idea what to do with my finances. She took the time explaining in great detail this process and will re-explain year after year until I retire. Figuring out what to do with my money was overwhelming, and one of the most important things for me was to make sure I have enough for my lifetime. She has a wealth of knowledge to help me choose the right investments for my future. – Victoria Stevens
REVIEW #2 – I have been a satisfied client of Katie’s for over 3 years and have referred other family members and friends to her as well. She’s upfront, friendly, no nonsense, very knowledgeable and professional. There is never any pressure to set up a meeting or move forward with anything you are uncertain about. Highly recommend!! – Diane Ostrowski
REVIEW #3 – Katie Grafrath and the Grady Group staff worked hard to make it a breeze to work with them. Katie is extremely knowledgeable, communicative, and professional. She explains simply and completely and listened to what my priorities were so that the final product worked best for me. Highly recommend! – Jeanne Bartels
REVIEW #4 – Hi, a big shout out to Katie Grafrath, of The Grady Group- Met her at a dinner seminar in which she was the presenter! I was so taken back with her knowledge, professionalism and patience about group insurance and financial investing! I am a happy client of over 1 year now and couldn’t more pleased with her outstanding and caring customer service! I would highly recommend going to one of her seminars and finding out for yourself. – Jan Haas
REVIEW #5 – Katie Grafrath and the entire Grady Group staff have always been wonderful. Katie’s knowledge, great communication skills and genuine dedication to her craft is nothing but spectacular. She has a a way of simplifying her explanations so that you understand more easily and achieve your monetary goals. She does this in a warm and caring way that makes you feel comfortable. Also a shout out to her entire staff who make you feel like part of the Grady Family. – Steve Rasmussen
REVIEW #6 – Simply by receiving an invitation to a Grady Group meeting I met Katie
Grafrath…..I decided to attend a second meeting to learn more, and it’s been one of the best things regarding my retirement investment. I decided to join the group and now I have a positive income flow for years to come… Katie, her assistant Pam are A-1 as far as I’m concerned. I’m so glad I became a member. I highly recommend the Grady Group for investment managing. – Carmelo Figueroa
REVIEW #7 – We met Katie at one of her seminars a few years ago. She is knowledgeable and exceedingly friendly and helpful. I recommend her as a voice to discuss your financial situation (and the food at her seminars is pretty good too). – Bryon Noeske
REVIEW #8 – Katie was extremely friendly, professional and knowledgeable. There were issues getting money transferred and she persistently got the job done. We had a totally positive experience and would highly recommend Grady Group. – Stacy Scala-Krajewski
REVIEW #9 – Grady Group has a Great product with lots of different option’s. Katie knows her stuff when it comes to 401k, IRA’s or Mutual funds and the Markets. VERY PROFESSIONAL and yet feels like a famiky member is handling my acct$$. She has turn our 401k’s into much better investment with less RISK and will NOT be hindered with REDICLOUS FEE$!!!! For us that’s a WIN WIN!!! Thx Katie and Graty Group….. Wish we would have discovered you years ago. – Tim C
REVIEW #10 – Grady Group is a first-class agency with the client’s interests as top priority! Katie is very helpful in explaining options and answering questions. I highly recommend Grady Group! – Christy Rhonish
REVIEW #11 – Katie is professional, kind, helps you to understand clearly. She really knows her craft and listens to assist in making the best decisions for your financial goals. Highly recommend attending one of the informational dinners she offers throughout the year. Very informative! – Kathleen Kacel
REVIEW #12 – I highly recommend the Grady Group- Katie Grafrath for her Financial services. I have been highly satisfied with the product, knowledge, support and my positive financial results to-date. Two years and counting into my retirement investments. – Gary Santos
Hendricks Wealth & Estate Management
ADDRESS: 2403 Harnish Dr Ste. 201, Algonquin, IL 60102, United States
NUMBER: +1 847-428-3997
DESCRIPTION FROM BUSINESS: Financial advisory firm offering investment, retirement, estate management, insurance, and wealth preservation services.
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 – Love working with them! They have been a huge benefit to me on many fronts regarding investing, retirement, and money management. I always enjoy and look forward to my appointments and feel very confident after my appointments with them. – Cat O.
***** MORE REVIEWS PENDING FOR THIS BUSINESS *****
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