3 Best Gold IRA Investment Companies Near Me in Durango, CO – Retirement Planning Services
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Mcalvany Wealth Management
ADDRESS: 858 Main Ave, Durango, CO 81301, United States
NUMBER: +1 970-403-1204
DESCRIPTION FROM BUSINESS: Mcalvany Wealth Management provides hard asset investment strategies for your portfolio backed by 50 plus of expertise…
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 – Excellent and knowledgeable advisors. McAlvany wealth management has an ironclad reputation in the community that has exceeded 50 years from my understanding- the precise reason I didn’t utilize any other company for this type of service. Jeff’s knowledge of the industry was impressive and made a 1st time investor feel at ease. He had always continued to stay in touch. Customer service experience was excellent as well and all staff is attentive and caring. Thanks. – Tyler M
***** MORE REVIEWS PENDING FOR THIS BUSINESS *****
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Legacy Financial Advisors
ADDRESS: 484 Turner Dr Building E Suite 204, Durango, CO 81301, United States
NUMBER: +1 970-247-3794
DESCRIPTION FROM BUSINESS: OUR GOAL IS TO HELP PEOPLE RETIRE. At our firm, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals…
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 – If you are interested in planning for your future, please call Bill at the Clements Group. He will tailor a plan for you, no matter where you are in your life or your income. He really cares about seeing his clients meet their goals and is honest and treats his clients with integrity. – Arden Peters
REVIEW #2 – What a knowledgeable, friendly staff. Bill has a great way of explaining numbers and financial concepts that helped me really understand. I trust my money is in good hands, and appreciate the family business! I feel so much better knowing I have professionals who have years of experience in the financial industry watching out for my financial health! – Merida Odiorne
REVIEW #3 – If you want a human to explain all of the ins and outs of financial planning and not a stuck up stuffy shirt Bill at the Clements Group is who you need to see. Down to earth and looking out for your goals and the goals of your family. Highly Recommend! – Bethany Niccum
REVIEW #4 – Legacy Financial Advisors does a fantastic job advising and navigating their clients through investments and preparing for retirement. They are professional and prompt in communication as well as extremely knowledgable in their industry. I needed to get in a SEP IRA contribution fast due to an approaching deadline and they were very swift in getting my account set up and funded appropriately. What I like the most regarding their approach is that they truly take the time to make sure your investment strategy makes sense to you. – Warren McClure
REVIEW #5 – Bill is amazing at guiding you – no matter what step you are at in preparing for retirement! Love all the knowledge, experience, and professionalism. – Fran Sutherlin
REVIEW #6 – I want to retire one day but I don’t want to look at the numbers because it makes me nervous. So thankful I have Bill, Calvin and Hunter to do it for me! Thanks guys. – Courtney Harshberger
Priority Financial Partners
ADDRESS: 1309 E 3rd Ave Suite 112, Durango, CO 81301, United States
NUMBER: +1 720-319-8885
DESCRIPTION FROM BUSINESS: Priority Financial Partners is a financial planner company based out of Durango, CO . Priority Financial Partners is determined to helping you with all your financial planner needs. Our services include: Fee Only Financial Planner, Certified Financial Planner, Wealth Management, Retirement Planning…
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 wholeheartedly recommend Trent and his team as financial advisors. His thorough approach to analyzing our financial situation provided us with a comprehensive understanding of our options as how to best plan for our future. Trent’s investment advice and guidance have been instrumental in helping us navigate the complexities of financial management and planning. What truly sets Trent apart is his genuine care and attention to our goals both financial and in life. He takes the time to understand our aspirations and works tirelessly to help us achieve them. Thank you Trent, Jenn and Derek! – Hannah Korman
REVIEW #2 – Our family has partnered with Trent and the Priority Financial Partners team for over a decade. They have been thoughtful and pragmatic in helping us build a solid financial foundation. It’s a relief to know someone we trust is taking the lead and steering us in the right direction, even when we change our plans drastically. Though my husband and I both have finance backgrounds, we wanted these very important decisions being managed professionally. We were bound to make suboptimal decisions and miss important opportunities if we tried to self-manage our estate. The financial returns above what we could earn in the market ourselves doesn’t hurt either! We look forward to working with PFP for years to come and wholeheartedly endorse them. – Natalie M Asher
REVIEW #3 – We love working with Trent and his awesome team! They keep financial matters fun, understandable, and aligned with our values and priorities – while also being super professional. I know I can trust these folks to help steward our family’s resources to serve our life and lifestyle. Highly recommend. – Sandhya Atkinson
REVIEW #4 – My wife and I had been searching for an intelligent, ethical and independent financial advisor for years. We needed help making the big picture decisions (e.g. what do we do first? Buy a house, build our savings, pay off student debt, etc.?). Trent and Priority Financial Partners has helped us get our personal financial house in order. He has given us a logical attainable path to present and future financial security. We highly recommend Priority Financial. – David Albrechta
REVIEW #5 – Trent and everyone we work with at Priority Financial has been professional, honest, and straight-forward about our finances and our plan. Never had such peace of mind around money. – Karen Finch
REVIEW #6 – Simply put: Trent is awesome. I am very pleased with his customer service. He does an exceptional job explaining my current financial picture and helps set attainable (and realistic) short-term and long-term goals. Keep up! – Zeb Smith
REVIEW #7 – Priority Financial Partners are great to work with- very helpful, knowledgeable, and tailor their strategies towards your individual goals. – Bill Chuirazzi
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