3 Best Gold IRA Investment Companies Near Me in Buffalo, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account

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Dougherty & Associates Financial Advisors

ADDRESS: 103 Marty Dr, Buffalo, MN 55313, United States

NUMBER: +1 763-682-4014

DESCRIPTION FROM BUSINESS:

OFFICE HOURS

Mon7:30 AM – 4:30 PM 
Tue7:30 AM – 4:30 PM 
Wed7:30 AM – 4:30 PM 
Thu7:30 AM – 4:30 PM 
Fri7:30 AM – 3:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – John Dougherty has been the financial advisor and CPA to my parents [now deceased], to my husband and I, and to our children for over 40 years. He is not only detailed and highly ethical, but makes sure whatever is recommended and executed is for the best interest of his clients. We highly recommend him and his practice for ALL your needs as a financial advisor – Elizabeth Morowati

*** MORE REVIEWS PENDING FOR THIS BUSINESS ***

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Riverstone Financial Group

ADDRESS: 201 5th St NE Suite #5, Buffalo, MN 55313, United States

NUMBER: +1 763-682-0011

DESCRIPTION FROM BUSINESS: RiverStone Financial Group strives to be a one-stop shop for all of your financial, investment, and insurance related needs. We help people build and manage wealth so they can enjoy retirement and financial freedom!

OFFICE HOURS

Mon8:00 AM – 4:30 PM 
Tue8:00 AM – 4:30 PM 
Wed8:00 AM – 4:30 PM 
Thu8:00 AM – 4:30 PM 
Fri8:00 AM – 4:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – My years of being helped and cared for by Riverstone have been an incredible comfort and peace of mind. Gordon, Jordan and Dena have been attentive and helpful beyond the call, and listen to what my needs and goals are and help me reach them. I know I can count on them completely. – Michael Bliss

REVIEW #2 – The stand out difference Jordan provides as a financial advisor is unmatched. I didn’t go into the meeting expecting anything above and beyond the standard financial advisor experience- which I was fine with, but Jordan’s approach is detailed yet simple. Caring and not overbearing. He breaks it all down for you and gives you a guide to set yourself up whatever way works best for you. Literally guides and presents everything in the most efficient and amazing way possible. – Dayna Anderson

REVIEW #3 – We love having Jordan as our financial advisor. He is kind and truthful with what we need to do to better our financial life. I would recommend Jordan to any one in need of financial services. – Jeanne Smith

REVIEW #4 – Everyone at Riverstone makes you feel like family when you enter the doors. Finances are not my forte and Jordan has been able to help me find the best options for me and my money. Him and the team have also helped educate me so much along the way. 10/10 recommend! – Quintana White

REVIEW #5 – I brought my mom in to talk with Jordan so he could review her current retirement savings, as my dad had passed away 2 years ago, and we wanted to get an opinion and feedback as to how things looked and how to proceed. It was very easy to schedule a time to meet, and Jordan is very easy to talk with. When he talks he makes sure that you are understanding what he is saying and doesn’t try and complicate things. He is not pushy and understands that finance and numbers to some may be difficult to understand and tries to simplify it. He doesn’t try and scare or push you in a direction you wouldn’t be comfortable with. I would encourage anyone that has questions or concerns with savings/retirement existing or new, talk with Jordan so he can help you out. – carl Carlson

REVIEW #6 – Jordan Kretsch is an absolutely amazing man! I am not very versed in investments, but Jordan is! He took so much time to talk to me and understand what is important to me and what would be best for my future. He explained every detail until I understood and did not appear annoyed even once. 🙂 We discussed so much more than just my current investments, he looked at everything I would need to understand in order to retire and be secure. If you are needing to plan your future, make sure you call Jordan! – jayme wickman

REVIEW #7 – I am completely clueless when it comes to finances and what I should be doing to secure my and my children’s financial future. Jordan has made it not only an easy process, but also enjoyable! He’s knowledgeable, trustworthy, and honest. I cannot recommend him enough! – Dani Jans

REVIEW #8 – Jordan is the best! He is very meticulous, and takes great care of going through your finances with you, and gives great advice. He also gives a free consultation. And he’s not pushy.
Give him a try, you won’t be disappointed. – Maria T

REVIEW #9 – Jordan is very professional and brings a new light and new ideas to investing. If you’ve been working with someone for years, it would be beneficial for you to get a fresh set of eyes on your portfolio to see if what you are doing is in your best interest. Jordan is a no pressure advisor. Contact him today. – Connie Herzog

REVIEW #10 – My wife and I have worked with an advisor in the past that was good, but working with Jordan made us realize what we were missing out on. Jordan asked all of the questions we didn’t think of, some others that we thought we knew the answers to but weren’t what we thought. He showed us a plan for early retirement (this was at no cost or obligation, so no risk either), and showed us a couple of avenues we never knew of to help our money make us even more money! We fully trust Jordan after our couple of meetings (he was also flexible and met digitally as our schedule is extremely busy) and are in the process of transferring our accounts over for Jordan to manage as well (this includes the planning as well). Thanks to Jordan for his out of the box thinking, knowledge, and flexibility as we have been, and continue to be very happy with his service! – andy peters

REVIEW #11 – As many of us know, financial advisors have a tendency to get a bad rap (and sometimes rightfully so). But Jordan? He’s like that rare, yet beautiful, unicorn in a field of horses, ready to prove that good-hearted financial advisors do exist.

You see, Jordan is not just any financial advisor. He’s a detail-oriented, client-driven superhero, focused on education and improving our community one client at a time. He’s like the Superman of finance, except instead of a cape, he wears a suit and a warm smile that can put even the most financially distressed at ease.

His dedication to each and every client is truly admirable. Jordan takes the time to listen and understand each individual’s unique needs and goals, and then crafts a personalized plan to help them reach financial success. He truly believes in empowering his clients through knowledge, and with his guidance, your finances will soar to new heights like a phoenix rising from the ashes. 📈🔥

Jordan’s passion for educating and improving the community is infectious. With every client he helps, the ripple effect of financial well-being spreads throughout Buffalo. And let’s be real, who doesn’t want to be a part of that awesomeness? 🌊

So, if you’re on the hunt for a financial advisor who’s breaking the mold and putting the “value” back into “value adding component,” look no further than Jordan at Riverstone Financial. Your wallet, and the community, will thank you. 💰🤗

⭐️⭐️⭐️⭐️⭐️ Five stars for Jordan, the superhero of Buffalo’s financial scene! 🦸‍♂️💪 – Scott Hill

Lorie Kirtz – Financial Advisor, Ameriprise Financial Services, LLC

ADDRESS: 105 Main St, Buffalo Lake, MN 55314, United States

NUMBER: +1 320-833-0000

DESCRIPTION FROM BUSINESS:

OFFICE HOURS

Mon8:00 AM – 4:30 PM 
Tue8:00 AM – 4:30 PM 
Wed8:00 AM – 4:30 PM 
Thu8:00 AM – 4:30 PM 
Fri8:00 AM – 3:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Local, convenient and great service. She listens to you and helps you with more financial planning then most individuals are ever aware. – Lorie Kirtz

REVIEW #2 – I’ve always had a great experience here and my parents have been satisfied customers for many years. – John Melich

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