3 Best Gold IRA Investment Companies Near Me in Erie, CO – Retirement Planning Services
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Hinman Financial Planning, Inc
ADDRESS: 568 Briggs St, Erie, CO 80516, United States
NUMBER: +1 720-460-0908
DESCRIPTION FROM BUSINESS: Hinman Financial Planning provides fee-only financial planning and investment management to people in Erie, Longmont, Boulder and surrounding communities.
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 – Ms. Hinman has been our CFP for over 5 yrs, primarily assisting us with estate and trust planning & navigating our finances through a difficult transition into a well planned financial retirement and estate plan. With her expertise and knowledge of estate and financial contacts, we feel solid for the future. Thank you Raquel! – C D
**** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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Edward Jones – Financial Advisor: Beth E Stenz, CFP®|ChFC®|CPWA®|CEPA®|SE-AWMA®
ADDRESS: 77 Erie Village Square Ste 230, Erie, CO 80516, United States
NUMBER: +1 303-255-4935
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can’t emphasize enough how knowledgeable and kind Beth is. My wife and I have had such success with Beth guiding us in understanding our options and allowing for us to ask the questions we needed to to make the right decision for our family. We have a baby on the way, and it is important for us to have someone who is a mother herself and understands that this includes the future of our child also. She is funny, kind, enthusiastic, knowledgeable and so patient. We highly recommend Beth for all your financial needs. You won’t regret it! – Armando Diego
REVIEW #2 – I cannot say enough about Beth and her services that she offers! She has helped me more than any other financial advisor ever has! I had one in the past, but they never took the time to explain anything to me. He pushed me to make decisions I never fully understood. I ended up regretting what happened. I had to find a new advisor, and Beth came highly recommended by two of my friends. I do not regret my decision to start new with Beth and feel grateful to have her in my life. – Brisa Ayala
REVIEW #3 – I just met with Beth a month ago to set up my accounts. I just started a family and am new to the financial world. I had so many questions and was afraid to ask them. Beth was patient and answered all of my questions and went above and beyond to make sure I fully understood the choices I had in front of me. I now feel comfortable that our family is in good hands with our long term financial goals. She is very family oriented and as a mother, she understands I want the best for my child should something happen to me. Thank you, Beth! – Kendyl
REVIEW #4 – If you’re looking for a financial advisor who truly cares about your goals, I can’t recommend Beth enough! She is knowledgeable, patient, and incredibly thoughtful in the way she explains financial strategies. Beth takes the time to understand your unique situation, breaks down complex topics in a clear way, and makes you feel confident about your financial future. Working with her feels like having a trusted partner rather than just an advisor. – Son Thai
REVIEW #5 – I would like to give Beth Stenz a huge shout out for her expertise and wisdom! Thank you for helping me two years ago. It is because of you that I now have something to look forward to when retirement comes. I came into the financial world not knowing a single thing and thought saving money in a bank is all I needed to do. I am thankful for her. Thank you for everything you have helped me with. – Charles Espinosa
REVIEW #6 – Beth has been INCREDIBLE! I owe much of my successes to her. I have been with her for over 15 years! I would never trust anyone else with my money and future. She is incredibly knowledgeable and offers sound advice and allows me to make educated decisions. She has never failed me. I had to start over in my 40’s, which is something I never fathomed would happen. I had my life set before then. Things took a turn, leaving me no decision but to start over in life. She helped me plan strategically, and now I am back on my feet and quickly recovered. She is honest and patient, and I highly recommend Beth!! – Quynh Nguyen
Joey Bocci Financial – Raymond James
ADDRESS: 671 Mitchell Way Ste 110, Erie, CO 80516, United States
NUMBER: +1 303-987-3700
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 – I’ve been an index fund low cost investor for a long time, and about a year ago, I moved from Vangaurd to Joey’s team at Raymond James. I could not be happier with the move – they transferred all my accounts from multiple places, check in regularly, and have really cared about my experience getting things off the ground with them. It is so nice to have human beings help manage retirement accounts instead of just relying on low cost algorithms. I would highly recommend Joey and his team – they are fantastic! – Jonathan Robert
REVIEW #2 – Joey and his team are great to work with. He took his time to ensure a basic understanding of different risk factors, what risks he recommended taking (or not taking) and why. Allowing me to make an educated decision on how comfortable I felt with what he was suggesting. – Sam B
REVIEW #3 – They are very helpful and experienced – James Gibson
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