3 Best Gold IRA Investment Companies Near Me in Crown Point, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
RIVERSTONE FINANCIAL GROUP
ADDRESS: 270 N Main St, Crown Point, IN 46307, United States
NUMBER: +1 219-663-4499
DESCRIPTION FROM BUSINESS: We partner with a select group of individuals and families who desire a tailored approach to assist them in achieving their financial goals…
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Riverstone does a fantastic job! They are prompt and courteous with their service. I have always received good advice regarding my investments and any questions that I have had. I would certainly recommend them. – Corey Liss
REVIEW #2 – Both James and Samantha have our complete trust in all that they do to insure our comfortable retirement. We wholeheartedly recommend Riverstone Financial. – David Ward
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Oak Partners, Inc.
ADDRESS: 55 W 94th Pl, Crown Point, IN 46307, United States
NUMBER: +1 219-795-1000
DESCRIPTION FROM BUSINESS: Oak Partners, Inc. wealth and retirement planning has been the Regions Partner in Retirement for over 30 years. Oak’s team includes 21 registered Financial Advisors and an incredible support staff of 20…
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The Holiday brunch was held at Gamba’s. The food was grea,t servers were there when needed. The guest was a motivational speaker, he was very interesting. I got to talk to my hole team from Oak Partners and wish them a Merry Christmas. I had a very nice time. Thank you Oak Partners. – Brett Kessinger
REVIEW #2 – We have been blessed to work with Oak Partners for many years. Their investment team strategy works great. They consistently provide personalized and caring service. I have recommended many friends and family to Oak Partners and will continue to do so in the future. – Doug Achterhof
REVIEW #3 – Oak Partners has always done a fantastic job in helping us manage our financial needs. The brunch at Gamba’s and the excellent speaker attests to their commitment to their clients. – dw
REVIEW #4 – Great people to work with!!! Always listen! they are a fiduciary so they look out after your interest. we can call them anytime and they will assist us with our questions. New sentence can’t say enough good about them. Awesome. – Carol Redlin-Cooper
REVIEW #5 – The financial planners are engaged, Intelligent, and focused on the market. The teams are knowledgeable and well informed on the client’s portfolios. Total confidence in the abilities of this firm – Bonnie ogrady
REVIEW #6 – Great information given at a wonderful Oak Partners Financial conference! Always appreciate the time, effort, and expertise they put into keeping clients informed and confident about their financial future – Laine Kaminsky
REVIEW #7 – It is great working with Oak Partners! Always willing to listen to you..Explain everything in terms you can understand. Awesome people!!! – David Cooper
REVIEW #8 – Very professional, trustworthy and listens to our needs. They keep us well informed. – Bonnie Gaston
REVIEW #9 – A pleasure to deal with! Always a quick return of call on questions. Excellent service!! – Edwin Barman
TerraWealth – Midwest Headquarters
ADDRESS: 105 N Court St, Crown Point, IN 46307, United States
NUMBER: +1 219-915-0010
DESCRIPTION FROM BUSINESS: A world of wealth opportunity. A financial team with everything you need to build assets, preserve wealth, and leave a lasting legacy.
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 was initially hesitant about using a financial advisor, but working with Lauren turned out to be a great decision. She helped us with our 401(k)s and was incredibly helpful, answering all of our questions with ease. Lauren’s professionalism, knowledge and guidance made the entire process seamless. Highly recommend! – Tonee Elledge
REVIEW #2 – Called to speak to Lauren about some things and she was so very helpful. She got right on my questions and answered every one of them. Very professional and didn’t make me feel like she was hurried to get on to her next client. She is more like a close friend and family. Love dealing with Lauren & Josh, both are wonderful people. – Nina Wilson
REVIEW #3 – Terrawealth is loaded with consummate professionals. They are highly skilled, knowledgeable, and conduct themselves with the utmost professionalism at all times. I have worked with Joshua and Lauren and they constantly exceed expectations while staying very flexible and patient, working around MY schedule. They explain things so anyone can understand and lay out the best options for my individual situation. Highly recommend. – Nickolas Hitchings
REVIEW #4 – I appreciate the patience Lauren & Josh have had with me, as they guided me through creating a sound Financial plan. Lauren & I had several appointments to discuss what I wanted to achieve & never made me feel rushed or pushed into anything. Now, I feel less stress and have confidence my Financial future, and I’m glad I’m not doing this alone!
They also have get togethers for clients & had a Christmas party at their office. You can’t do this with a giant company, and I enjoy the fact that I feel like I’m part of “the family”. – Mary Blandford
REVIEW #5 – Joshua Mauk has managed my money for over ten years, and there’s no one I trust more. He is knowledgeable, dedicated and hard working. He has grown my portfolio and is setting me up for a comfortable retirement. I highly recommend Joshua and the TerraWealth team. – Marianne Ryzewski
REVIEW #6 – Couldn’t be happier with choosing TerraWealth! Lauren has been amazing with communication, hearing my vision for what I want, and knowing what I need as well. Best decision I’ve made with my investments! – Raquel Daugherty
REVIEW #7 – I highly recommend TerraWealth! Josh and Lauren really care about their clients and listen attentively to their goals and concerns. They are honest and trustworthy and work hard for their clients. – Shelly Hillegonds
REVIEW #8 – I just recently switched from a different account and both Josh and Lauren have made it an easy and quick process. They are fast at responding and resolving any issues that may occur. – Laina Yoakum
REVIEW #9 – I love working with Josh, he came highly recommended and now I know why. I feel very safe and that I can trust him. He is very professional and very helpful and has gotten back to me in a very timely fashion whenever I’ve reached out. – Brenda DeMateo
REVIEW #10 – I chose Terra Wealth because of their vast combined years of experience in the financial industry. I’ve known of Mr. Mauk through another financial advisor, but it wasn’t until I participated in several of Mr. Mauk’s webinars that I saw his extensive experience and knowledge as an advisor. Mr. Mauk was also highly recommended and after consulting with him a few times, I made the decision move my 401k to Terra Wealth. – Bett Drewyor
REVIEW #11 – Great company and very professional! Very detailed with a great personal touch. They explain everything in detail with you so you have a great understand of your plan. Highly recommend Terra Wealth for all your financial needs. – Cindy Ziese
REVIEW #12 – We had an outstanding experience working with Lauren. From our very first meeting, it was clear she is incredibly knowledgeable and passionate about helping clients achieve financial success. She took the time to thoroughly understand our goals and provided thoughtful, personalized guidance that made us feel confident about our financial future.
What impressed us most was her ability to explain complex financial concepts in a way that was easy to understand. She is always patient, attentive, and willing to answer any questions we have no matter how big or small. We never felt rushed, and we truly appreciated the level of care and expertise. We highly recommend Lauren and Terrawealth. – Mike
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