3 Best Gold IRA Investment Companies Near Me in Ammon, ID – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
3 Peaks Financial
ADDRESS: 2677 E 17th St STE 100, Ammon, ID 83406, United States
NUMBER: +1 208-881-5505
DESCRIPTION FROM BUSINESS: We are a team of Financial Advisors in Idaho Falls that provide retirement planning and investment management services to our clients in Southeast Idaho. Our firm specializes in retirement and investment management for National Laboratory professionals…
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 | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Connor was a huge help. I’ve been working with him for some time now, and have nothing but praise for him. If you’re looking for a great financial advisor who listens and gives great individualized care would highly recommend! – Mason Simkins
REVIEW #2 – My concerns were addressed and I felt Conner has my best interest in mind. I’m happy to have them managing my retirement account. – Larry Fransen
REVIEW #3 – Very thorough and detailed analysis of our finances and helpful recommendations for investing for future security. Patient with all our questions; wonderful people to work with – Deb White
REVIEW #4 – Love working with these guys. I started working with Connor when I realized that I needed to have regular or ongoing planning for my retirement/savings one day…If you’re looking for a solid Financial Planner – Then (for sure) choose Connor! – Shannon Lucas
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Preferred Retirement Options
ADDRESS: 3456 E 17th St Suite 260, Ammon, ID 83406, United States
NUMBER: +1 208-521-2957
DESCRIPTION FROM BUSINESS: “Investment Advisor Firm (RIA) in Idaho Falls. We help people plan and invest for retirement. Jimmy Hancock is a SmartVestor Pro through the Dave Ramsey Program. We focus on educating our clients on the investing process, so they can have financial peace of mind.
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 – Highly recommend. Jimmy Hancock is a trustworthy professional and I have nothing but good things to say about him and the company. His investment philosophy lines up with our own very well, and we’re happy with how our money is handled. He cares about his clients and is very quick to respond to emails. – Monica Evans
REVIEW #2 – I’ve known Jimmy for years and as a personal friend I trust him. He’s the one I go to for my retirements plan. What I love about Preferred Retirement is the education seminars that they will do to refresh your understanding of why we invest and why we shouldn’t fear about the market. Jimmy and his dad are the go to people I would recommend to invest with. They take the time to help you as well work with you with investing. The main thing I would recommend is to start now, if your in high school working or in college trying to balance life. Now is the time to invest in your future by preparing for retirement. The sooner you invest the better you will be when you decide to retire. – Daniel Kemer
REVIEW #3 – Jimmy Hancock has been amazing! Very personal and friendly! He is very knowledgable and been able to answer any question that has been asked. I would highly recommend him! – Kory Andersen
REVIEW #4 – The Hancock’s have given me great financial advice without being pushy in any way. I know they will address my financial concerns quickly and professionally. I’m very happy with their service. – Carol Williams
REVIEW #5 – This is a service built to take care of your average person rather than only the high dollar investors. Jimmy is very knowledgeable and I am very confident in their system! – Wesley Bradford
REVIEW #6 – Jimmy has a great way of explaining how to prepare for retirement and helping find the right fit. – Amy Romriell
REVIEW #7 – Jimmy is a solid honest guy and I know I can trust him! He’ll do a good job – Stefan Wood
REVIEW #8 – Great guys to work with! Always available to answer questions. Know their stuff. – GHC Labs
Journey Financial Services
ADDRESS: 3040 E 17th St #2, Ammon, ID 83406, United States
NUMBER: +1 208-552-9169
DESCRIPTION FROM BUSINESS: Journey Financial Services is an independent investment and advisory firm, founded on principles of personalized service, attention to detail, and value.
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 – Journey Financial has been our financial advisor for several years. The team at Journey provides excellent financial advice and planning. They are willing to listen to our concerns and any questions we have. They make it easy to understand and they are always looking out for our best interests. We always feel welcome by all of the exceptional staff and very comfortable with them. We highly recommend them. – Christy Greene
REVIEW #2 – Journey Financial is a firm you can truly trust with your retirement. They’ve been honest and transparent with their investment strategies, always focused on long-term goals and my personal needs. Their continuous learning courses and mid-year updates keep you informed and confident in your plan. Paul has been especially responsive, adjusting strategies to align with my investment goals. I highly recommend them. – Cole Gebhardt
REVIEW #3 – My experience with Journey Financial has been excellent. The team there is knowledgeable, responsive, and friendly. I trust their financial advice, and, most importantly, I trust them with my money. – lisa smith
REVIEW #4 – We have been using JFS for investment management and advice/planning for years. Very helpful and informative. Keeps our goals in mind at all times. They are a trustworthy company for your financial planning and advising needs. Give them a call. – Randy
REVIEW #5 – I cannot adequately express how impressed I am by Journey Financial Services. Their expertise is unparalleled. They genuinely listen to the client’s goals and risk tolerance and do not try to push you into a direction you are not comfortable with. I strongly recommend them! – Jennifer Harvey
REVIEW #6 – I highly recommend Journey Financial Services! They are a smart, caring, professional company that will take care of your financial investments. They offer many learning opportunities and are always willing to help you. Call them today! – Judy Warrick
REVIEW #7 – We have worked with several advisors in the past – but we were always disappointed. Then we found Journey Financial. What a difference they have made. We trust them to manage all of our funds and have not been disappointed. – Lonna Smith
REVIEW #8 – As I am about to enter retirement, I am submitting this review for the company that made my retirement possible: Journey Financial Services. Before working with Journey, I managed my own finances. Jennifer introduced new concepts for wealth management that made sense and have since worked to the point where I can retire early. Journey listens, offers suggestions, analyzes options, and makes recommendations that help me steer my family’s financial future with Journey’s consummate knowledge.
Jennifer and Jordan bring a broad range of capabilities, instilling confidence and ensuring our needs are always met. Journey’s entire team is dedicated to our financial well-being, and we always look forward to meeting with them. – Randy Bohachek
REVIEW #9 – From the minute, we walked in the door with the receptionist to Paul our financial advisor. Our experience was wonderful. Paul is very knowledgeable and helped us look at three different scenarios to see what would best fit our timeline to retire. We would recommend Journey Financial to everyone wanting to Look at retiring, or anything else they offer. – Gary S
REVIEW #10 – Our experience with Journey Financial was outstanding! Jennifer is VERY knowledgeable and took the time to explain her strategy thoroughly. We felt extremely confident in having her manage our investment and enjoyed our time meeting with her. Allison has been so helpful, responsive, and willing to go the extra mile at every step of the process. We would recommend them to anyone! – Erin Pendlebury
REVIEW #11 – This is is great resource
I attended a free group workshop and subsequently an INDIVIDUAL FREE consultation via zoom
The zoom meeting had technical problems and Paul Called me !!
We spoke at length and
He was vey knowledgeable
He was attentive and took his time answering all my questions
Most importantly he helped me prevent unwise actions
I am so appreciative additionally,,,
He never tried to sell me anything
And was truly helpful a real class act
I never leave any reviews for anything
but this deserves an outstanding review
Thank you Paul and give my thanks to your colleague Jennifer who conducted the free group workshop last week which was very informative and helpful as well
Thanks again – Gustavo checa
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