3 Best Gold IRA Investment Companies Near Me in Mishawaka, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Howard Bailey Financial, Inc.
ADDRESS: 1736 E Day Rd Suite 300, Mishawaka, IN 46545, United States
NUMBER: +1 888-899-8344
DESCRIPTION FROM BUSINESS: Howard Bailey Financial is a fee-based, independent advisory firm. Our team of advisors and support staff strive to deliver the very best experience in pre-retirement and retirement planning…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Chris Horacky and Hannah Ash at the Mishawaka Office of Howard Bailey are wonderful. We are blessed to have found a wonderful team to represent our financial investment needs. We would highly recommend Chris’ knowledge and expertise as a financial consultant. Thanks for all you do! – Tammy Stevens
REVIEW #2 – Chris takes time to meet with us and talk about our plans for our future retirement. He has helped put us on the right path to help meet our personal goals! – Robert Thompson
REVIEW #3 – While I am a brand new client and have just started working with Howard Bailey, I felt confident enough to sign on. Their plan for me seems to meet my needs and comfort level. – Hoosier Pioneer
REVIEW #4 – Very happy with the advice and guidance provided with our retirement planning. – Warren Hurt
REVIEW #5 – This a well informed group of people who try to service their customers needs – Jennifer
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Hilltop Wealth & Tax Solutions
ADDRESS: 4100 Edison Lakes Pkwy Suite #225, Mishawaka, IN 46545, United States
NUMBER: +1 833-889-7526
DESCRIPTION FROM BUSINESS: Secure your retirement with Hilltop Wealth & Tax Solutions, your trusted RIA fiduciary with over 125 years of combined experience. We specialize in wealth management, holistic investment strategies, legacy planning, tax planning, tax preparation, accounting, and bookkeeping. Let us tailor an all encompassing plan to safeguard your financial future and guide you through every stage of retirement!
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 a Client of Hilltop and Erik for many years. I meet with him twice a year and he always insures I’m comfortable with the performance of my portfolio and answers any questions I might have. If I every have a question at any time all I need do is call or email for a quick answer. I’ve been retired for almost 12 years and drawing off my portfolio during that time. I’m happy to say that I have far more money now than I did when I retired. So if you are looking for investment services look no further. – Larry B
REVIEW #2 – My husband and I meet with Cliff on a regular basis. Sometimes it only requires a phone call about a specific subject. Cliff helps guide us with our financial decisions and we have had a pleasant time working with him from day one. Hilltop has been one of our best decisions we have made together as a couple. Cliff and the Hilltop team have been a big plus all around for us. – J L
REVIEW #3 – Tareq always provides expert professional services and gives us peace of mind that our needs are his priority! He goes above and beyond every time. We are so pleased to have him as our trusted advisor! – Mike Kaczynski
REVIEW #4 – Bill Davis offers the best professional services with personal attention to strategic decisions. I’ve trusted Bill for over 25 years to grow and direct my personal investments. I consider Bill a personal friend. – Mike Weadick
REVIEW #5 – Bill Davis has always held our financial concerns and wishes in high regard. Because of his professionalism, knowledge, and advice the growth of our portfolio has exceeded our expectations. Our decision to go with Hilltop was one of the best we ever made. Ashleigh has also been very helpful whenever we have contacted her – Kathy Gelsinon
REVIEW #6 – Working with Cliff and his team has been such a great experience. He takes a very practical approach to managing money… allowing for you to live your life while planning for what’s ahead. He’s been very responsive whenever I reach out and easy to get a hold of. Overall a great experience and looking forward for the years to come! Go Lions and Go Green baby!! – Jake everts
REVIEW #7 – I have collaborated with Cliff for the last five years, and it has been an excellent experience. In his role as my personal CFO, Cliff has crafted a robust financial strategy to assist me in achieving my retirement and wealth objectives. Hilltop consistently impresses me with its growth, product offerings, and value enhancements. Keep up the great work. – John Oh
REVIEW #8 – I cannot say enough good things about Hilltop Wealth & Tax Solutions……and ESPECIALLY……our wealth advisor Cliff Hawkins. Cliff’s determination for us to succeed and his positive spirit is infectious and inspiring. We have also used their tax services and both Kimberly Williams & Megan Washington were awesome. HWTS even have an in house insurance specialist. This is truly a 1-stop for all your financial, tax and future planning. You will not be disappointed!!! – BoardXFool
REVIEW #9 – Eric has been taking care of financial needs for many many years before retirement and still after ,,need advice in a hurry Hilltop is always a call away with quick response to your question, Thank you Eric and staff. – SUNCOAST PICKS
REVIEW #10 – Cliff Hawkins is an excellent wealth manager. From day one starting three years ago Cliff analyzed my financial needs any developed a plan fit for my personal needs and my own risk requirement that allows me a retiree the freedom from having to actively manage my portfolio. Periodic reviews shows appropriate returns far exceeding a passive self managed system. I highly recommend Cliff as a wealth manger. – jack egenhoefer
REVIEW #11 – Had a great meeting at Hilltop with Erik! Came away feeling thankful and positive about our financial future. Thank you Erik! – Cynthia Postma
REVIEW #12 – We have been working with Cliff Hawkins at Hilltop Wealth and Tax Solutions for a couple of years now. Our service has been excellent and very professional. It is very refreshing to know that our financial future is being carefully planned for and thoroughly prepared for so well. Hilltop comes with our highest recommendation – Kelley Edelbrock
Camp Wealth Management
ADDRESS: 3835 Edison Lakes Pkwy #300, Mishawaka, IN 46545, United States
NUMBER: +1 574-273-0803
DESCRIPTION FROM BUSINESS: By carefully selecting our clients, we can dedicate the time, attention, and expertise necessary to deliver a tailored and comprehensive financial strategy. We believe in going beyond the numbers and truly understanding our clients’ needs, dreams, and values…
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I was advised when looking for a financial planner to visit at least three or four of them before selecting one. It was an easy choice when I selected Camp Wealth Management. They made me feel very comfortable without a hard sell.
Edward has years of experience in the industry, and Rachel is wonderful with her expertise and taking care of a lot of the details and the ins and outs of my financial management.
They have taken care to keep my tax liabilities to a minimum, at the same time, providing both security and growth. Quite honestly the growth has been very good. I’ve had a few occasions where I need to pull some funds out and Rachel has done that all seamlessly. I could not be more satisfied with a financial planner as I have with Camp Wealth Management. – Steve Plaia
REVIEW #2 – I have been with Camp Wealth Management for several years now and am very pleased with how they’ve handled my investments. I’ve worked with Edward, Rachael and Ryan and have always found them very personable and knowledgeable. They offer sound advice but I’ve never felt pressured to go in a direction with which I’m not comfortable. They tailored a portfolio around my personal situation and I’m happy to say I’ve seen significant growth under their guidance. I always leave our review sessions confident I made the right decision signing on as one of their clients. I also appreciate that whenever I call in with a question and/or concern, they are very responsive in getting back with me if they’re not immediately available. Based on my experience, I can highly recommend them. – Christopher Tuttle
REVIEW #3 – I have been with Camp Wealth Management from over ten years. During that time my experience has been one of personal service suited to my needs and desires. My investments and income have grown more than expected. Most importantly is that I trust them with all my financial affairs and would recommend them to anyone. – Robert Kelly
REVIEW #4 – Camp Wealth Management is the 3rd non-retail financial group I have been with over the last 30 years. Their team has provided practical insights for my retirement planning and financial goals. My financial well-being has been greatly improved over the 3 years I’ve been with them. – Douglas Wise
REVIEW #5 – We have been working with Edward and CWM for several years. For us they have been much more than a trusted financial advisor. They have helped us to organize, plan and create a realistic outlook of our finances. This has allowed us to move toward our retirement with confidence. We are grateful to have the financial expertise, guidance and support of the CWM team. – ann demeri
REVIEW #6 – My husband and I have been working with Camp Wealth Management for more than 3 years. They are excellent to work with. The office is comfortable, the schedules are flexible, the advice is the best. These people are knowledgeable, and make solid recommendations, along with pros and cons to facilitate your decision making. There are many things that I appreciate about the Camp team: data analysis, quick responses to data and or money requests, tax impacts, consistency of the team, customer tools, guidance on life change decisions and the list goes on. I highly recommend this team and am very glad that we found this high level of talent in our area. – Karen Demarest
REVIEW #7 – Edward Camp is personable and entirely professional. When I noticed diminishing returns with my former financier, I signed on with Edward and saw an immediate improvement in returns on my investments. I highly recommend Edward Camp. – Gerald Gingras
REVIEW #8 – Edward Camp has been a knowledgeable, responsive, reliable friendly financial advisor for about 12 years. He takes the time to study the markets for the best investments for our financial goals. – Jim Nelson
REVIEW #9 – I was referred to Camp Wealth Management by my accountant several years ago. They work well with my accountant in providing retirement planning and tax planning. I could not be more pleased with my portfolio returns based on my level of risk. I would highly recommend this team. – Roger Williams
REVIEW #10 – I have been with Edward for over 15 years. I have found Edward to have expertise in all areas of investment planning and retirement income. – John Dhaenens
REVIEW #11 – My family has been a client of CWM for more than 20 years. Despite living in the NYC area and being surrounded by professional investment professionals, I entrust my investment portfolio to the Camps based on their highest levels of professionalism, attention to details, financial expertise, and personal attention towards my family and its evolving needs. I sleep very well at night knowing CWM stands behind me and would recommend their services to my closest friends. – Kevin Kusnierek
REVIEW #12 – Rachael & Edward Camp have provided me with their expert investment strategies for several years now.
They do the extension research, so I don’t have to, and present knowledgeable advice in order for me to live a less stressful present and more hopeful future.
Even when the markets appear to be more unpredictable and volatile, Camp Wealth Management has offered solutions that have put my mind at ease by protecting my assets and still offering opportunities to have the necessary growth for a more sustainable lifestyle.
Bottom line, I trust them because I think they actually do care about me and my needs. – Timothy Hanlon
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