3 Best Gold IRA Investment Companies Near Me in Evanston, IL – Retirement Planning Services
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Griffin Financial Strategies
ADDRESS: 1609 Sherman Ave suite 210, Evanston, IL 60201, United States
NUMBER: +1 847-733-0919
DESCRIPTION FROM BUSINESS: For over 30 years business professionals and entrepreneurs have chosen to work with Griffin Financial Strategies, Inc. because of our leadership, creativity and strategic resources…
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 – Bob has been my financial advisor since 2019, when I finally decided to “pull the pin”. He was recommended by friends, and now, I will do the same to anyone who is considering retirement, or already has and is looking for a sound, experienced individual to review their situation. Good guy, with a wealth of knowledge in the industry – independent, honest, with no ties to the larger agencies. Good luck! – Ron Nikliborc
**** MORE REVIEWS STILL PENDING FOR THIS BUSINESS ****
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Egéa Wealth Management
ADDRESS: 721 Chicago Ave, Evanston, IL 60202, United States
NUMBER: +1 847-563-3150
DESCRIPTION FROM BUSINESS: Your trust. Our expertise. Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality…
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 | 9:00 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Egea Wealth Management has been amazing to work with. The diversity in the products they offer has enabled me to make the best investment decisions for me and my family. Alex has been great to work with. His knowledge and strategies fit my lifestyle and has set me up for a great retirement.
I would highly recommend Alex to my family and friends. – Ted Zatos
REVIEW #2 – My husband and I have had the pleasure of working with Alex Papadopoulos of Egea Wealth Management for several years, and we can confidently say that he is a truly trustworthy and dedicated financial advisor. From the beginning, Alex has been incredibly attentive, knowledgeable, and patient in understanding our financial goals. He takes the time to explain complex financial concepts in a way that’s clear and approachable, and his strategic guidance—particularly in retirement planning—has helped us make confident, well-informed decisions.
We also want to recognize Karla Hernandez, the Client Relationship Manager, who, alongside Alex, provides an exceptional level of personalized service. They are always available to answer questions and ensure we feel supported every step of the way.
Even in today’s uncertain financial climate, Alex continues to offer thoughtful asset management and sound advice that keeps us in the best position possible. He listens carefully to our concerns and consistently tailors his recommendations to our unique needs and long-term goals.
If you’re looking for a financial advisor who is not only highly competent and knowledgeable but also genuinely invested in your financial well-being, we wholeheartedly recommend Alex. He has been an invaluable resource to us, and we are truly grateful for the guidance and peace of mind he provides. – Cynthia Gonzalez
REVIEW #3 – My husband and I have trusted Alex Papadopoulos as our financial advisor since 2007. While no one can fully protect an investor from the oscillations of the markets, because of Alex’s up-to-date knowledge of the markers that affect returns, and because he acts as a fiduciary who proactively protects investments against anticipated large market shifts, our investments have done quite well and we anticipate a comfortable (and early) retirement as a result, a step Alex is actively help us to plan.
In additional to his professional knowledge and attentiveness to helping investors grow their portfolios, Alex is a true pleasure to work with. He is responsive when we need to reach out, he will meet us wherever works best for us (home, restaurants, his office, etc.), and he is a genuinely pleasant person with an engaging sense of humor. We have recommended his services to a number of our friends and work colleagues.
It should also be noted that his assistant Karla is also fantastic to work with — responsive and incredibly helpful with account instructions, contracts, and related investment paperwork.
Bottom line: we feel our investments are in excellent hands with Egéa Wealth Management. – Wendy Wolbach
REVIEW #4 – We’ve worked with several financial firms over the years, and Egéa Wealth Management has been our favorite by far. Karla and Alex are a pleasure to work with—responsive, thoughtful, and genuinely aligned with our values. We appreciate their focus on socially responsible investing, sustainable energy, and avoiding polluting or extractive industries. The personalized service and shared vision for a better future really set them apart. – Scott Brix
REVIEW #5 – My wife and I have been working with Alex and Karla for over 20 years now. Alex has been guiding our investments since we were fresh out of our graduate degrees. Alex has not only helped us grow a solid retirement portfolio (which is no easy feat as we are both musicians), but has helped us to navigate some pretty difficult financial crisis’ by leveraging our retirements and other funds in creative ways, incurring the least possible penalty and maintaining strongest growth potential. We do have other retirement funds through various employers managed by big name companies like Fidelity, but none of these perform as highly as our portfolios with Alex. He is an absolute wizard.
Karla, his assistant, is also deeply knowledgable about the markets and has made facilitating some of our wilder financial moves an easy task. Whenever we email her, she responds within the hour and is ready to provide us the help we need immediately. She is able to answer all questions about timelines and often gets us the funds we need faster than her estimated timeline.
To add to all this, Alex and Karla treat everyone as they would treat their family. They are kind, caring and work extremely hard to make sure your investments are safe and that you land in the right place when you decide to retire. I couldn’t recommend them more highly! – Mischa Zupko
REVIEW #6 – My family has worked with Alex Papadopoulos and Karla Hernandez from Egéa Wealth Management for years, and we could not be happier with their continuous support, attention to detail, and responsiveness. They have done an amazing job maintaining our financial portfolio and providing updates on the market and our position within it. We are extremely lucky and thankful to have found such an amazing team! – Andrew Acosta
REVIEW #7 – Alex has been my financial adviser for over twenty years now. I couldn’t ask for anyone better. There has been a lot of ups and downs in the market over the years. When the markets were down and I got a little nervous all it took was a phone call to Alex and explained everything to me in a way I could understand it and why we should just stay the course. My wife and I just recently retired and I never believed I would have such a nice nest egg. We still meet with Alex and Karla and they are so friendly, easy to talk to and make you feel right at home.
Speaking of Karla I can not say enough good things. She goes out of her way to help with anything. My wife had an IRA she wanted to roll over from her previous job and it got to be quite involved. Karla patiently took care of everything for us and got it rolled over. – Jeff Ambrus
REVIEW #8 – I’ve had a fantastic experience working with Alex and Karla from Egea Wealth. Their customer service is exceptional—they truly go above and beyond to make sure their clients feel supported and informed. Their expertise in investments is evident, and they take the time to explain strategies in a way that’s easy to understand. Highly recommend them for anyone looking to grow and manage their wealth with trusted professionals! – jeff brill
REVIEW #9 – When our previous financial adviser retired, he recommended that we consider working with Alex and Karla from Egea Wealth. It’s the best gift that adviser ever gave us. From the start, Alex and Karla have provided us with professional services while learning about our particular needs and helping us to make good decisions to achieve our financial and life goals. Alex and Karla have been thoughtful about trying to understand and navigate us through decisions as our personal circumstances have changed. They both have great interpersonal skills; they not only do our business but ask about family and health and travel so that they have a well-rounded idea of us as people and not just clients. They know us well enough to help us when we face hard choices, and when we are concerned about new financial risks we might be facing. When we wanted to make a major life change and purchase property, they worked to help us find an appropriate and thoughtful lender. They are interested in working with us and our son to use our resources to benefit our family long term. They have crafted individualized plans for us based on our feedback about how we wanted to pursue opportunities. Always professional, they have given us confidence when we felt discomfort about changes in both personal and global financial circumstances. They are responsive and efficient about any transfers of funds and make it easy to understand things like tax withholding and RDA’s. They regularly discuss with us the balance of our portfolio and suggest any changes we might consider. We are confident that their investment decisions are well informed and based on the best knowledge and experience in this arena. We have been completely satisfied with our portfolio’s performance and are even more comfortable than we thought we would be in retirement. We consider ourselves lucky to be working with them as our financial advisers and recommend them highly. – Diane Herrmann
REVIEW #10 – As a former banker, I have worked with myriad investment advisors in my 30 year career. My relationship with Alex goes back over 20 years, working together at LaSalle Bank. In those brief couple of years that we worked together, he obviously made an impression on me, as he continues to be my advisor today. We have both moved on from our origins in branch banking, staying connected through the changes in our careers. Along the way, he has compiled various 401k’s and other investments into my portfolio, enabling me to approach retirement with the confidence that I’m in good hands. A large part of that has been the seriously impressive returns that my accounts have yielded over these 20 years.
In addition to the investing expertise, though, the real key is service. Alex is extremely responsive with any questions that I’ve had. But if I was going to use a 3D printer to create an office manager to take care of my customers, the finished product would be Karla Hernandez. There is nothing I’ve asked her to help me with that wasn’t completed accurately, timely and with a great attitude. She is one of the best, for sure.
If you’re looking for a company that you can trust to do the right thing for you and your money, Egea Wealth Management is the right choice. – Tom Anderson
REVIEW #11 – Couldn’t be happier with my money management team. When I retired Alex took the time to review what I needed monthly and put together a spreadsheet to show how long my money will last etc. They periodically review my portfolio and adjust in necessary. I would highly recommend. – denise meyer
REVIEW #12 – I have worked with Alex and team for many years. They are fabulous. Theya re very professional and always outstanding customer service. They provide a personal touch that is not always available from other advisors. – Betye Ochoa
Bradley Investment Center
ADDRESS: 3000 Central St, Evanston, IL 60201, United States
NUMBER: +1 855-940-8700
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 – Great customer service. I have been with Dale Bradley for over 10 years and his advice has helped me immensely in planning for my short term investment needs and long term retirement goals. Any time I call the office, I am greeted by Sue and she is always helpful and friendly. I am certainly a small account at Bradley Investment Center, however they make me feel like a big fish. – Colin MacLean
REVIEW #2 – I’ve worked with Dale for more than 10 years and he’s done a great job giving me investment advice and helped keep me from making crucial mistakes with my retirement funds. He is a great guy who genuinely cares about his clients. I highly recommend you give him a call. – John Roman
**** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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