3 Best Gold IRA Investment Companies Near Me in Byron Center, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Drake Financial Group-Primerica
ADDRESS: 2034 84th St SW Suite B, Byron Center, MI 49315, United States
NUMBER: +1 616-389-0113
DESCRIPTION FROM BUSINESS: My family’s financial services business has operated in West Michigan for 34 years. We have a passion for helping clients navigate their financial life all the way from that very first job to their dream retirement.
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 – Abby is absolutely genuine in her approach to financial counseling. She takes her time to learn about her clients goals and aspirations for a well rounded life towards retirement. She carefully considers their current situation and helps guide her clients in the appropriate directions to accumulate enough resources to retire on-time if not early. She is a fantastic teacher of this stuff and also helped my young adult children establish their IRAs and got them to commit to saving early on. – Frank Jude Fuss
REVIEW #2 – Abby is great to work with. She is passionate about helping her clients achieve their goals in life. She is a very insightful Investment Advisor. She understands that everyone approaches their finance from different perspectives, and she meets them where they are. I highly recommend you work with Abby. – Geoff S
REVIEW #3 – We love working with Abby from Drake financial. She was so patient with us and explained things so well to my husband and I and she was super helpful in our investment choices! We are excited to continue on our financial journey with Abby! 10/10 recommend setting up an appointment with Abby. – Alyssa Schultz
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Rush Creek Advisors – Ameriprise Financial Services, LLC
ADDRESS: 7700 Byron Center Ave SW, Byron Center, MI 49315, United States
NUMBER: +1 616-209-5206
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brandon Tramper has been great to work with over the past few years through job changes, grad school, buying a house and more. He’s been super attentive to our unique situation/needs when helping us keep our finances in line and plan for the future. We’ve never felt like he’s trying to sell us a service or policy we don’t need—he’s very receptive to what’s in our best interest. He listens to the goals we want to set and helps us create a plan and visualize how they will become reality. His advice and expertise has been invaluable when helping us plan expenses, both expected and some unexpected, along with getting us set up for a comfortable future ahead. – Luke
REVIEW #2 – We started working with Jake Willis and Ameriprise in August of 2017. Over the past 3+ years Jake has provided not only great financial advice but also friendship with a wonderful understanding of our personal financial situation. He custom tailored our plan to provide leeway for other investments while always keeping our retirement goals in view. I believe Jake has the best interests of every client he works with in mind when developing a financial plan. I strongly recommend Jake Willis and Rush Creek Advisors for the best financial service assistance! – Clark Meyer
REVIEW #3 – Jake Willis has been a great partner to us as a family. He knows where we’re at, understands what we desire, and puts solutions in place to help us achieve those goals. He’s selfless in how he conducts his business, and makes you feel like you’re as important as you could be when you’re talking with him. The best thing about the partnership is the peace of mind he leaves you with after meeting. His knowledge and perspective and experience are invaluable to us. – Laura K
REVIEW #4 – Since 2015 my wife and I have had the pleasure of working with Jake and consider him to be one of the most knowledgeable, trustworthy and honest people we know. Jake has guided us not only in our investments, but goes the extra mile to explain tax strategies, budget strategies, insurance, and overall life planning. I highly recommend Jake. In addition we have had the opportunity to get to know Kyle and the rest of the Willis/Trevino Team…they are top notch! – Kurt DeHorn
REVIEW #5 – We have been with Jake Willis for many years. He is very knowledgeable and always has our best interest in mind. He communicates well, is happy to answer all our questions, and is proactive concerning our investments. I highly recommend Rush Creek Advisors for all you financial needs! – Jill Ayers
REVIEW #6 – My wife and I would like to highly recommend Jake and the rest of the Willis and Trevino team. Jake is our personal advisor, and he has consistently gone over and above in not only answering our many questions but providing us with his extensive knowledge and insight into the vast and complex world of personal finance, retirement, estate planning, insurance, taxes, etc. I think this realm would be extremely difficult to manage successfully without the assistance of a competent advisor like Jake— and this is coming from someone who has a graduate degree in business/finance. Do yourself and your future retirement years a favor and schedule an appointment with Jake and the rest of the Willis and Trevino team, and I’m confident you will be as impressed as my wife and I. – Brown Dog
REVIEW #7 – I have worked with Kyle and Jake for just over a year now. They have been very helpful and receptive to answering any questions that I have had regarding investment issues. As a CPA it is important to surround yourself with knowledgeable investors and they definitely have been a valuable resource. – Jason Butler
REVIEW #8 – Several years ago my wife and I decided that we needed to do something about our debt. More than that, we wanted a clear plan going forward as I was about 5 years from retirement. The CFO of the company I worked for recommended Jake Willis. (I should say at this point, that he was a very hard man to please). And because he was a CFO, he had much more knowledge of finance than did I. But he was also smart enough to know that he needed “professional help”.
After the first appointment, both my wife and I were impressed. Not just at Jake’s understanding of our issues; but we really felt like he was becoming a family member with his eye on goals that we developed and understood, and a path forward to achieving them.
Now, several years later, I am set to retire this summer. I know where we are financially and what our budget and income steam will look like. Jake is the reason. We would not be here without his expertise.
You have a choice in life: to proceed in an organized, thoughtful manner, or to go forward with no plan or understanding of what the future may hold.
In addition, there may be financial advantages you do not know about that can help your unique situation.
I cannot recommend any one better than Jake Willis. Do yourself a favor….call him. – David Manheimer
Jake Willis – Private Wealth Advisor, Ameriprise Financial Services, LLC
ADDRESS: 7700 Byron Center Ave SW, Byron Center, MI 49315, United States
NUMBER: +1 616-209-5206
DESCRIPTION FROM BUSINESS:
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 – Jake has been a huge help in getting our finances figured out! I have a lot of school debt and we want to build up our savings / cash flow. He’s been amazing! Very patient, takes the time to explain things, and with his help we feel very confident that we can have all our debt paid and be so much more financially secure in the near future! He’s great!! – Shannon Pomorski
REVIEW #2 – It’s easy to write a review for Jake. He has been my advisor for at least 15 years – maybe more. In our regular meetings, decisions are made based on my concerns and his expertise. My portfolio has changed over the years based on his advise and has grown or stayed steady based on the market situation. I feel confident in his abilities and respect him. He is truly interested in his clients, what’s happening with them, and their concerns. Thanks to Jake I feel secure. – Penny Miller
REVIEW #3 – My husband and I have been clients of Jake’s for several years, and we couldn’t be happier. We are not wealthy by any means, but we’re trying to do what we can to save for retirement. Jake takes time to explain his recommendations and makes us feel confident and informed about our investments. With two small kids, being able to meet virtually is great. – Becky VanDyke
REVIEW #4 – My wife and I have been working with Jake for about a year. He has provided great financial advice and is informative and communicates clearly and honestly to obtain our financial goals. Jake is always prepared and instills confidence that our needs are being addressed. I would highly recommend Jake as a financial advisor. – Terry Hill
REVIEW #5 – Jake is an extremely knowledgeable and helpful resource. He was kind enough to take the time to help guide a young professional towards identifying the next stage in their career. Not only does he have a wealth of financial skills and experience, he is a caring and honest man who wants to help others succeed. – Brody Whiting
REVIEW #6 – Jake is very knowledgeable and professional and has helped us immeasurably. We had a huge knowledge deficit when we met Jake, and he and his team spent hours and hours of time teaching us what we needed to know to make solid decisions for a short and long term plan. We appreciate the excellent coordination between our investments, tax planning and trust. The diversification of our portfolio decreases our anxiety with volatility in the economy. We recommend Jake to all our family and friends!! – Jody Kinney
REVIEW #7 – If you are looking for a knowledgeable and personable financial advisor, look no further than Jake. We have worked with Jake for more than 10 years; Jake and his team are easy to work with. Jake is an educator and presents financial options for our consideration. He makes financial transactions easy to accomplish. His financial outlook is for the long term strategy – and who doesn’t need this. – GJ Reinert
REVIEW #8 – Very pleased with Jake as our financial advisor. He listens and understands our financial needs and goals. Highly recommend Jake! – Judy VanderWerf
REVIEW #9 – Jake is someone who provides a great overall outlook on financial investments and helps you make any decision necessary to ensure a bright future for your finances and retirement funds. I highly recommend him as a partner to your financial success and or freedom! – zane Kanouse
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