3 Best Gold IRA Investment Companies Near Me in New Brighton, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Jeremy Dobson – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 959 Old Hwy 8 NW, New Brighton, MN 55112, United States
NUMBER: +1 651-251-1968
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 | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jeremy has managed my finances for over a decade – as well as many people I know. He’s the best! Planning for the future can be extremely stressful – especially with the ups and downs of the market. Jeremy is a uniquely calming presence. He’s like a financial Zen master! Not only does he gets results, he’s perfect for ensuring you always keep an eye on the bigger picture. Highly recommend! – Timothy Kindem
REVIEW #2 – Jeremy works so well with his clients. He truly cares and takes the time to help people achieve their financial goals. Sit with him over coffee and you’ll see the potential. – Brian Stevens
REVIEW #3 – Jeremy brings a wealth of experience and wisdom to the table and has helped countless people reach their financial and retirement goals. Highly recommended!! – jeff rohach
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VALTINSON BRUNER FINANCIAL PLANNING
ADDRESS: 388 Cleveland Ave SW, New Brighton, MN 55112, United States
NUMBER: +1 651-628-9832
SERVICES: Retirement Accounts, Retirement Income Plans, Investment Accounts, Investment Advisors, Financial Advice, Early Retirement, Early 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 working with Justen Valtinson for a few years now—both personally and for my business—and he is truly the best in the industry. One of the most responsive and reliable professionals in my entire arsenal, by far. If you need an accountant, tax expert, or financial planner who actually communicates, delivers accurate guidance, and keeps both your personal and business finances dialed in, Justen is the one to call. His expertise in tax planning, small-business accounting, and long-term financial strategy is unmatched. – Jeremy Pogorelce
REVIEW #2 – Valtinson was recommended to me by a close friend after they helped her with some estate planning. They are long time customers of my friend’s parents as well. Then, when I had a highly complex situation come up with my families estate planning, they came to the rescue. I couldn’t have figured it out or managed without them. Very competent and responsive. They also do an excellent job with simple and more difficult taxes. I’ve seen them in action with another friend in a complex situation as a widow and they were great. – Laura Mogelson
REVIEW #3 – I thought I should write a review as I wish more people would provide more reviews about Valtinson. I was looking for a financial advisor and came across this firm by accident and I am glad I did. Initially, I met with Larry who explained his services and experiences. I didn’t feel pushed to select one service over another and ended up doing a Financial Planning service. The subsequent meetings were with Brandon and Larry and they were prepared! Although they are a little slow to respond to my emails, I feel that I have their full attention and they addressed all the questions I sent prior to the meetings.
Retirement planning has a lot to do with managing tax and Brandon and Larry drew many pictures to help me understand the steps to take throughout the pre/post retirement. I expect to come back closer to our retirement to review our plan. I am sure tax law will change and I can count on them to help me efficiently use the funds I worked years to save. – golf buachart
REVIEW #4 – Larry and his team are top-notch professionals. They are very well versed in all aspects of investment management and taxes. They explain things in detail, so I love that I get to learn so much from the Valtinson team. The team are also very responsive to my queries. I am so grateful to have been introduced to the Valtinson team many years ago!! – Shehla Mushtaq
REVIEW #5 – We have been with Valtinson for many years and would highly recommend them for financial planning along with tax preparation. They are a full service firm and are always available if we have questions or need help, especially from Rob Bruner. Many thanks for all of your good services – Gregg and Rose Berglund
REVIEW #6 – This is one of the top notch Financial Planning & Tax Services businesses in the Twin Cities! They accommodate you, educate you, watch out for you and make you feel like you are their priority at all times. I can not say enough good things about this business…..thank you Larry & Tyler Valtinson. – Cammie Wadman Baca
REVIEW #7 – Very personable…I’m a client as well as a friend. They take care of my portfolio, taxes, process my RMD’s, everything. I don’t have to read the fine print anymore, complete any forms….the Valtinson group takes care of it all. – Sandee
REVIEW #8 – I have been with Larry Valtinson as my financial planner for 36 years. He is amazing as is his staff. Use their expertise when making plans for your financial future. – Cheryl Linden
REVIEW #9 – My husband and I have worked with the team at Valtinson for many years, for both financial planning and taxes, and we are pleased with their services. – Nancy Giguere
Edward Jones – Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®
ADDRESS: 2197 Silver Lake Rd NW, New Brighton, MN 55112, United States
NUMBER: +1 651-631-0900
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My family and I moved to the Minneapolis St. Paul area about 18 years ago. Since that time I looked at several different brokers before I met Nate eight years ago. Nate took a sincere interest in who we are and what our goals were for retirement. He helped us set up a plan that has allowed us to retire comfortably. He is a man of great integrity, compassionate, and dependable. I have had the privilege of introducing Nate to several family members, and each of them have been very satisfied with the work that Nate and his team does. I can strongly recommend Nate to any person who is looking for someone who has their best interest in mind and will work with them diligently. – Tim Walker
REVIEW #2 – Nate has been incredibly easy to work with throughout the entire process. He is thoughtful, considerate, and truly takes the time to listen and understand my goals for retirement. I appreciated how comfortable he made our conversations and how clearly he explained things along the way. He genuinely made me feel heard and understood, especially when discussing my hopes and dreams for the future. I would highly recommend him to anyone looking for someone trustworthy, knowledgeable, and caring in financial planning. – Kathy
REVIEW #3 – When I first met Nate about 12 years ago at church. I was trying to find a new Christian based financial planner, someone that looks out for your / my best interest Not how to line their pockets with the most commissions. He could have just taken my business, just like the other pace I had before him with my bank.
But rather, chose to take a path of honesty and integrity and really good advice. He has exceeded my expectations. I always feel that my questions are welcomed and answered.
I’m grateful to have Nate not only as a financial advisor, but also as a friend. I highly recommend him & his team to anyone looking for thoughtful and trustworthy financial guidance. – Ben s
REVIEW #4 – I’ve had an excellent experience working with Nate Klauser at Edward Jones. Nate truly has our best interests in mind and consistently demonstrates that through his thoughtful guidance and personalized approach to financial planning.
He is proactive in reaching out with suggestions and opportunities, making sure we stay on track toward our goals. I really appreciate how he takes the time to understand our personal priorities and tailors his advice to fit our specific life stage and long-term plans. No matter what questions or changes come up, he is always willing to help and provide clear, practical direction.
Nate is professional, courteous, and extremely responsive. We never feel like just another account — he genuinely cares about our financial future and works hard to help us make informed decisions.
If you’re looking for a knowledgeable and dedicated financial advisor who puts clients first, I highly recommend Nate Klauser at Edward Jones. – Ryan Tollefson
REVIEW #5 – Nate is so considerate, personal and detailed oriented. He always explains everything thing that we understand. He is so knowledgeable about where we want to go and be in our future. It’s amazing how well he is able to use all the tools at availability. Lynn is a very welcoming person on the phone. She has time to talk about how things are going in our life’s, also great about helping us with our needs. – Terry Demmer
REVIEW #6 – Nate Klauser and team are, the best. (Lynn) They ask the right questions, and listen. Knowledgeable, wise, and caring. I have found much unexpected hidden value, and other added values in partnering with them. If you dont have a financial advisor yet, you need one. Everyone does, and I strongly recommend Nate Klauser. – Max “Max” Iceburg
REVIEW #7 – Nate and his team at Edward Jones are fantastic! We have been working with them for many years. What we appreciate most about Nate is how much he cares about helping people understand and improve their financial well-being, developing financial strategies that align with our goals and values. Nate is truly puts his clients first. I highly recommend him! – Dr Tony Lawther
REVIEW #8 – I have been working with Nate Klauser and his office staff for seven years now. I only have good things to say about the experience. Nate has managed my money extremely well and has insured that my retirement is comfortable, and I will be able to do the things that I want to do and enjoy the rest of my life. Everyone in the office is so professional and so friendly they don’t treat me just as a client but they treat me as a person and as a friend and I so enjoy meeting with them and talking with them. This is an excellent office if you want your money managed right and want people who really care this is the place to go. – Shirley Lanners
REVIEW #9 – Working with Nate has been a true blessing for our family. It is rare to find a financial advisor who leads with such a faithful and deliberate heart. Nate doesn’t just manage our portfolio; he approaches our financial responsibility with thoughtfulness and consideration that makes us feel confident about our decisions and future.
He takes the time to understand our specific family goals, providing guidance that is both expert and deeply personal. We have such a sincere appreciation for the way he aligns his professional expertise with genuine integrity and compassion. If you’re looking for someone who is dedicated, principled, and incredibly skilled, we cannot recommend Nate highly enough.
Thank you, Nate, for your guidance and caring professionalism! – Shawn Conway
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