3 Best Gold IRA Investment Companies Near Me in Bangor, ME – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Guidance Point Advisors, LLC
ADDRESS: 108 State St #4, Bangor, ME 04401, United States
NUMBER: +1 207-358-3099 ext. 302
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 – Ben helped my wife and I tremendously, we are very impressed with his professionalism and work ethic. He helped my wife and I develop a plan to get out of debt, and prepare for retirement. His efforts were very much appreciated. His knowledge and ability to set us up with an array of different tools and resources to help us reach our goal of financial independence we’re very impressive. I highly recommend His company to anyone struggling to get out of debt or trying to set up retirement. – Tim Largay
REVIEW #2 – Ben Smith has helped us out with our investments, and helped us attain our financial goals! I would certainly recommend Guidance Point and Ben! We are retiring early thanks to him!! – Leslie Deschesne
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Penobscot Financial Advisors
ADDRESS: 74 Hammond St, Bangor, ME 04401, United States
NUMBER: +1 207-990-1901
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been a client for over 20 years and was fortunate enough to trust my retirement account to Jim Bradley when it was just starting to grow. Jim, Tyler Hafford and I have weathered many life changes and market cycles and my account remains in excellent shape. How fortunate was I to become a client before I fully understood what it could mean to our quality of life in retirement. I am grateful for the immediate time and advice Tyler gives me whenever I ask. Thank you for your reliability and expertise. – Soux
REVIEW #2 – I’ve been working with Jim Bradley for 15 years and he is by far the best financial advisor I’ve ever had. Jim’s portfolio picks consistently fall above the standard benchmarks. And he makes me completely comfortable in how we approach managing my money. I have highly recommended Penobscot Financial Advisors to a number of friends and family. – Kevin Tracewski
REVIEW #3 – My husband and I have relied on Jim Bradley and Penobscot Financial Advisors for their expertise in handling our retirement accounts for years. Incredible advice and we are in a good situation 12 years into retirement. Thank you, Jim! – Peggy Crawford
REVIEW #4 – Meeting with Jim is always a productive, fun and enlightening experience. Wish I had a more complicated portfolio. If that were the case, I know my incite on the financial arena would expand tremendously. Jim, I am sure would be an excellent teacher as he demonstrates avery inquisitive outlook on the world. – Chris White
REVIEW #5 – Jim thoroughly goes over every part of retirement plans and offers sound financial advice that is easy to understand. We have really enjoyed working with Jim and all the staff at PFA for all our financial needs. – Charlene Farnham
REVIEW #6 – Jim’s approach is very positive and friendly. He answered all of my questions. While I did not completely understand all of the details of Jim’s presentation, I did grasp the overall picture. I believe that our meeting was most productive. – Joseph Chernosky
REVIEW #7 – Charlie and I are very impressed with the willingness of Craig, Julie and Sam from Penobscot Financial Advisors. They were very willing to get the answers that we needed for the tax preparer when it was time to get our income taxes prepared. We have complete confidence that our future is secure with Penobscot Financial Advisors. – Patsy Holmquist
REVIEW #8 – I have been working with Craig Joncas for 12+ years, and I could not recommend him and PFA more highly. He took the time to learn about my attitude toward saving, my appetite for risk, and my dreams for retirement. He explains things without judgement and helps me understand how my nest egg has and will grow. I trust him, I respect his opinions, and I just plain like him. When we meet, we spend the first 15 minutes catching up on each other’s lives. It is like meeting with an old friend, albeit one who has his eye on my money ensuring I can live comfortably in retirement. And he responds quickly to the odd questions I pose throughout the year. It is a great partnership, one I value highly. He does the watching and I do the dreaming! With him at the helm, I feel safe and prepared. – Erin Benson
REVIEW #9 – Jim is great, even after years of keeping me on an even keel. Friendly, personable, knowledgeable. So glad to have him in my life still, even though I’m retired. – Kathleen March
REVIEW #10 – Tyler is very professional and knowledgeable. I trust him completely with my retirement finances. Our meeting was informative and put at ease my concerns. – Amy MacDougall
REVIEW #11 – Hi, I thought I was giving Tyler Hafford a 5 star rating but apparently I gave him a 1 star. This is an error, my apologies. I very much like working with Tyler and hope he remains my rep for a very long time. – debra durkin
REVIEW #12 – Always a pleasure from the interpersonal conversation to the nitty gritty financial details and planning. From the details included, I know Jim has reviewed my goals and values, and knows what’s important to me. – Wendy Lessard
REVIEW #13 – I have nothing but good things to say about Penobscot Financial Advisors and especially Tyler Hafford. He always puts me at ease and I have full trust in him. – Kathy Ouellette
REVIEW #14 – Thank you Jim Bradley for another informative review. Your knowledge and concise delivery of what’s happening with our money calms me in these crazy times. Again my sincere thanks – Geri & Bob Graham
REVIEW #15 – Jim has been my financial advisor for over 20 years, in fact I am his second client ( His mom was first). Jim has been a reliable, highly skilled resource during that time. I managed to survive the 2008 financial crisis with my accounts intact while my neighbors suffered losses. My husband and I retired in our 50’s and several years into retirement my husband had a terminal diagnosis. I called Jim and he flew in the next day to advise us both as to next steps, he interviewed a local accountant and she took over the tax prep while Jim continued to manage my accounts, when I asked him for a suggestion for a long term care policy for myself he provided it immediately. Finally since I had never negotiated a automobile purchase on my own (my husband was the negotiator) I called Jim and once again he flew out to New Mexico and we drove to Albuquerque and negotiated a great deal with Jim tapping on his calculator and whispering every few minutes, that evening the dealership manager saw us at dinner and sent over a bottle of champagne.
Five stars isn’t nearly enough….Thanks Jim. – Joyce Kominski
Means Wealth Management
ADDRESS: 802 Stillwater Ave, Bangor, ME 04401, United States
NUMBER: +1 207-947-6763
DESCRIPTION FROM BUSINESS: Since 1935, Means Wealth has helped families and businesses with their wealth management needs. No compensation is given for reviews made on this page and any reviewers may or may not be a client.
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The entire experience has been phenomenal. Everyone knows your name and treats you like family. On top of that, they quintupled my money in 5 years, through some very turbulent economic times. Extremely pleased. My only regret is I didn’t have more to invest. – Colby Therriault
REVIEW #2 – Continually provides high value and top notch service. Certainly not a one size fits all approach. TJ and the company overall have been incredibly helpful with my financial planning. – Yates Murphy
REVIEW #3 – TJ Herlihy from Means Wealth Management has set the bar extremely high for a financial advisor that I don’t think anyone else will ever come close to. He went the extra mile numerous times to help me. However, TJ is not the only one who left a wonderful impression on me as soon as I walked through the door Denise greeted me by name with a smile, offered me a cup of coffee, and was extremely kind and courteous throughout the entire process. In addition to Denise, the entire team at Means was friendly and down-to-earth I was truly amazed at the level of service that Means provided. I would highly recommend them to anyone looking for a quality Wealth Management Firm. – Jack Austin
REVIEW #4 – Zach and TJ took the time to understand my current financial position as well as build out an investment strategy that aligns with my window and goals of retirement. They are ALWAYS available for questions, and the Admin staff are great! I was previously with a large firm that simply wanted to “roll the dice” with my retirement nest egg, regardless of my concerns. I lost a sizable amount of money, so I then went to another smaller firm. In time I found they were more focused on growth of their firm rather than addressing my needs and interests, and ultimately they didn’t deliver on what they promised regarding service and investment return/protection. I feel comfortable working with TJ and Zach, and having a local presence is definitely a plus. I would strongly recommend at least an exploratory conversation with the Means team if you’re looking to make a change. Nice job Means! – Brian Snowden
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