3 Best Gold IRA Investment Companies Near Me in Kennesaw, GA – Retirement Planning Services
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Unity Financial Planning Group
ADDRESS: 1275 Shiloh Rd Ste 2730, Kennesaw, GA 30144, United States
NUMBER: +1 470-457-6385
DESCRIPTION FROM BUSINESS: At Unity Financial Planning Group, we are dedicated to empowering individuals, families, and businesses to achieve financial peace of mind. With over 50 years of combined experience in the financial services industry, we bring a wealth of knowledge and a deep commitment to helping our clients thrive…
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Unity Financial Planning Group has been a great experience from start to finish. Wade and Michael are not only extremely knowledgeable and professional, but they also take the time to explain things clearly and make sure you feel confident in every decision. Beyond their expertise, they are truly great men who care about the people they work with. I couldn’t recommend them more highly. – Nick
REVIEW #2 – Mike provided a variety if options for both my Dad and myself with plans and products specific to our individual needs. Michael was extremely professional, thorough, and just one year after making the changes he recommended, we can already see the significant benefits. Highly recommend this group for your financial planning needs. – Rick P
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Phelps Financial Group
ADDRESS: 1300 Ridenour Blvd Suite 100, Kennesaw, GA 30152, United States
NUMBER: +1 678-819-3765
DESCRIPTION FROM BUSINESS: With 12 years of experience, Phelps Financial Group believe everyone deserves to live the retirement they’ve always dreamed of. Our team of experienced professionals is dedicated to helping you achieve this goal…
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 – As we prepared to transition into retirement a year and a half ago, Dwain Phelps of Phelps Financial Group was highly recommended to us. He took time to get to know us personally and continues to do so. He is attentive to our financial needs and responsive to any questions we may have. It has been a pleasure having Dwain as our financial advisor. We would highly recommend him. – Sharon E. Robinson
REVIEW #2 – I met Mr. Phelps when I was in the early stage of deciding if I wanted to retire.
After talking to him and getting a better understanding about my financial future and life after work, I was at ease and excited about retirement. Dwain is very knowledgeable and is always quick to respond to any questions or concerns that you may have. I highly recommend Dwain Phelps of the Phelps Financial Group. – DarCia Watkins
REVIEW #3 – I have enjoyed working with Phelps financial group because they are very responsive to any questions, needs or actions I request to make. They are always available for help and I appreciate the peace of mind they have given me! – Jacqueline Hawkins
REVIEW #4 – I love working with Mr Phelps, he is very attentive to my needs. He makes sure I understand everything pertaining to my financial needs. He’s been with me from the beginning of my transition of retirement at the age of 45. When others said it was too early he made me see that it was definitely possible and now I’m living my best life at the age of 48. He is now working with my daughter to assist her with her financial needs. He consistently stays in contact to ensure everything is going well not just professionally but personally as well. I would recommend Mr. Phelps for all your financial needs, – Markita Cavin
REVIEW #5 – I will be forever grateful to Dwain Phelps for assisting me during my retirement. Dwain patiently guided me through the process while making sure that I understood it all. As a recent widow, my initial level of comfort with making life changing decisions was questionable. Dwain helped to ease my anxiety by being open and honest with me. Because of him, I can now look after my elderly parent and feel secure with the decisions I made for the future. This future will include the Phelps Financial group in all major financial decisions. – Fashion Fabulous
REVIEW #6 – The Phelps financial group has been very beneficial and knowledgeable with my retirement funds. Their Investment knowledge of the market, their financial planning, and suggested funding placement, has help me to increase my retirement funding significantly. I am grateful to have Dwain as my agent and The Phelps Financial Team on my side. – C Penland
REVIEW #7 – Dwain Phelps is a awesome Financial Advisor. Mr. Phelps is very knowledgeable and helpful. He goes out to set up accounts and generates financial goals for his Clients. He has help me. Keep up the great job in assisting Clients. – Addie Whittaker
REVIEW #8 – I went to Phelps Financial Group to find out about my investment options. I was recently separated and didn’t know how to plan for my future. Dwain was so nice! He listened to all my concerns and gave me some great suggestions on how to get my life on track! I would definitely recommend the Phelps Financial Group to all my friends! – Ann Hayward
REVIEW #9 – I had an outstanding experience with Phelps Financial Group! From the moment I walked into their beautiful office, I was greeted with warmth and a friendly smile, instantly making me feel like family. They took the time to sit down with me, thoroughly explaining every aspect of investing in a way that was easy to understand. Their knowledge and expertise were evident, and they made sure I felt confident in each step of the process.
Beyond that, the entire team was incredibly welcoming and resourceful, always ready to assist with any questions I had. Their professionalism, patience, and dedication to their clients truly set them apart. I’m grateful for the guidance I received and know without a doubt that I made the right choice by trusting Phelps Financial Group. Highly recommend! – Savon Holt
Trajan Wealth
ADDRESS: 125 Townpark Dr Ste 300, Kennesaw, GA 30144, United States
NUMBER: +1 404-390-4000
DESCRIPTION FROM BUSINESS:
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 – Wonderful experience with Dan and Trajan Wealth. He was extremely patient with me and explained everything very well. I’m very excited to be on the path to retiring as early as possible and feel extremely confident in Trajan Wealth handling and planning my financial future. – Matt Cobb
REVIEW #2 – Judah was very helpful, insightful, and informative!! – Brady Ransom
REVIEW #3 – Great service! – Sergio Ocampo
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