3 Best Gold IRA Investment Companies Near Me in Champaign, IL – Retirement Planning Services
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Rooted Wealth Advisors
ADDRESS: 3015A Village Office Pl, Champaign, IL 61822, United States
NUMBER: +1 217-607-8171
DESCRIPTION FROM BUSINESS: We’re a local financial planner and investment service here in Champaign, IL. We believe you deserve to have someone working for your money and your family as hard as you’ve worked to build them, offering investment planning, retirement planning, and wealth management…
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 | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been a part of the Rooted family for over 3 years. We have dealt with several different people in that time. Staff is professional and knowledgeable. Would recommend them to anyone – Lori Knuth
REVIEW #2 – I moved my retirement accounts from a large national firm to Rooted Wealth about two years ago. They use the same empirical data based approach to investing that the large firms use, while offering more individualized care based on goals and risk tolerance and social justice concerns. No get-rich-quick schemes or stock picking or bogus advice about hedge funds. Just good, solid practices and as much underlying information as you want. I’ve learned a whole lot with Rooted Wealth but the biggest benefit is I just don’t worry about my future in the way I used to. Unlike the big firms where client advisers change frequently, I’ve had the same person who knows more about the everyday questions of RMD’s and the like. I have a complicated situation and Rooted Wealth is the first firm who can always answer my questions. I also appreciate that they offer access to estate attorneys, can make recommendations about accountants, and have client events. The first social event I attended was just last week, with live music (Dueling Pianos), great food, an open bar, in a lovely country setting. I had a fabulous time. – Karla Fischer
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Ruedi Wealth Management, Inc.
ADDRESS: 2502 Galen Dr STE 102, Champaign, IL 61821, United States
NUMBER: +1 217-356-1400
DESCRIPTION FROM BUSINESS: Ruedi Wealth Management is completely family-owned and -operated. Multiple generations of our family share an unwavering commitment to serve our clients. We’re here for the long haul, and that level of accountability is priceless.
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have worked with Paul and his family for years. They are passionate about what they do and we feel very confident that they have our best interest at heart. Daniel is our advisor and he is on top of his game! He can answer any questions we have and explain things very well. We also love that they make us feel like family and not just an account number. – Rockey Dalton
REVIEW #2 – Paul and his staff have been our financial advisors for years and have been outstanding. They provide the financial peace of mind that makes our life so less stressful and easier to enjoy. I know my assets are expertly managed and the returns have been great for us. Questions are always promptly answered with just just a call or a text. We couldn’t be happier. – Roger E. Griffith
REVIEW #3 – Everyone at Ruedi Wealth Management has been extremely helpful with all of our investment questions. We can always count on them to respond to any questions we have very quickly, sometimes even the same day. We appreciate their direction in our financial matters. – Carolyn DeJaynes
REVIEW #4 – I have been associated with Ruedi Wealth Management, Inc. for several years. My account with RWM certainly doesn’t rank in the upper echelons compared with other accounts. No matter. Every time I sought information, requested a transaction, sought advice for friends not even associated with RWM, just wanted to pester them, whatever the request, Paul, Jr., Ryan, Rose and even Paul, Sr. would quickly take care of my needs. I feel like I could walk in their office anytime, and they would act now, not later, to what I wanted. RWM is responsive to a client’s needs.
The other part I would like to comment is I have always received my monthly payments on time (over several years). No problems, here, either. Becoming a client with RWM was the right choice for me. – Michael Stark
REVIEW #5 – From my 1st phone call to request a meeting 3 years ago, the Ruedi team has made me feel as a valued client. They explained things in an easy-to-understand manner, which given the complex nature of retirement planning, was very helpful.
I’m certainly glad to have them on my team ! – Greg Moore
REVIEW #6 – The Ruedi Wealth team is very professional and knowledgeable. They can communicate well with every level of investor, novice to long time investors. – Dave Line
REVIEW #7 – David and the team are excellent. Retirement at 55 would never have been possible without there guidance I highly recommend Ruedi Wealth Management to everyone. – Jeff Baer
REVIEW #8 – I felt very comfortable after meeting with Paul and his team. They have always upheld the highest level of customer service and investment knowledge. – Daniel Gordon
REVIEW #9 – Paul and his team are very knowledgeable about investing and retirement funds. – Nancy Suchomski
Advanced Financial Freedom
ADDRESS: 510 W Park Ave, Champaign, IL 61820, United States
NUMBER: +1 217-250-2435
DESCRIPTION FROM BUSINESS: Advanced Financial Freedom provides personalized solutions for debt elimination, retirement, life & health insurance, and more…
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 – I have been a client for the past 15 + years. Patrick and staff have always gone above and beyond to assist me in planning for a successful retirement. I am now enjoying the fruits of all of our planning. I recommend scheduling an appointment discuss your goals and make your dreams happen. – Jan Caffrey
REVIEW #2 – Patrick and his team took the time to ask detailed questions and provided exceptional assistance with my life insurance and retirement planning. My experience with them far exceeded that of my previous investment advisor. I truly appreciate their ‘safe and secure’ approach to managing my finances. – Aaron Gallagher
REVIEW #3 – I have known Patrick for a long time and a personal friend Patrick is a very knowledgeable person when it comes to health insurance and investments. Also his financial freedom plan is a great program for anyone trying to get out of debt. His staff is always pleasant to talk to, and they are also knowledgeable as well. If you need help give them a call to set up an appointment. I highly recommend Patrick – Paul Cain
REVIEW #4 – Patrick it THE BEST! Not only is he super professional but he makes the process so easy and stress free! Looking for insurance is very intimidating but he made the whole process seamless and straight forward! If I ever have questions he always responds in a timely manner! I can’t say enough positive things about my experience with AFF & Patrick!! – Melissa Kay
REVIEW #5 – I would say Patrick and his service go way beyond helping people with Medicare and social security issues, He takes the time to listen, comprehend, and give advice that is honest and understanding. My wife and I were so pleased to find a real person in this world of impersonal online and phone frustration. Thank you Patrick 😊 – B J
REVIEW #6 – I am very fortunate to have Patrick in my life to assist with insurance and financial management. He always answers my questions and I never feel rushed. He and his assistants are all wonderful people to have access to when money matters. – Pat Howard
REVIEW #7 – Patrick is a great lawyer who truly cares about his clients. His kindness and willingness to help with understanding policies and making necessary changes are highly appreciated. He even invited me to his church when I moved here. I can’t speak for the other staff, but I would give him a 10-star rating. Thank you for your service. God bless you all. – Paula Burress’s Parent
REVIEW #8 – Patrick and his team are fantastic! They always go above and beyond to answer any questions we have. They are friendly and extremely helpful. We would recommend them, over and over again. Thank you for always taking care of us and all our insurance needs here at Maxim Racing! – Morgan Washburn
REVIEW #9 – Patrick was extremely helpful. He made the entire experience easy and understandable. He is highly knowledgeable about his work, and was able to quickly identify and meet my needs. I would absolutely seek his services in the future. – Mark
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