3 Best Gold IRA Investment Companies Near Me in Oconomowoc, WI – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Five Nine Wealth Management
ADDRESS: 1300 Summit Ave #203, Oconomowoc, WI 53066, United States
NUMBER: +1 262-354-6000
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Accumulation Strategies, Advisory Services, Company Retirement Plans, Comprehensive Financial Services, Registered Investment Advisor, Retirement planning
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 – We have used Five Nine Wealth Management for Management for many years. They are very easy to work with, answer all our questions in a timely manner and review our account with us when we request it. They understand our needs and are very receptive to our situation. We have a very good professional relationship, and we consider them friends. We would highly recommend their services. – Betsy Stahnke
REVIEW #2 – Todd and everyone on his team has exceeded my expectations not only on my investments but in customer service every single time. Makes you feel like they truly care about you as a person not just another customer. Great group!!!! – Gayle Duncan
REVIEW #3 – Rick Meister is the best agent I have ever had. I trust him implicitly. I’m not very well versed in investments but he gets me thru any questions I might have. – Linda schutt
REVIEW #4 – A great team of advisors. They give excellent advice and always have my best interest in mind. I highly recommend them! – Mark Rounds
REVIEW #5 – Great financial results and exceptional customer service and support . Get very timely and informative information from their research team. – Mike Clancy
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Navigation Wealth Management
ADDRESS: 820 Summit Ave # A, Oconomowoc, WI 53066, United States
NUMBER: +1 262-563-2100
SERVICES: 401K Planning, 401k Retirement Benefits, Advisory Accounts, Asset Management, Estate Strategies, Financial Advice, Individual Retirement Accounts, Investment Accounts, Investment Strategies, Ira Plan, Retirement Income Planning, Retirement Planning, Retirement Program
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 – Luke’s team….. especially Eddie have all been phenomenal to work with. Their expertise in financial planning as well as the excellent personal attention we consistently receive has helped us achieve our goal of comfortably retiring.
We will confidently recommend Navigation Wealth Management to anyone that would like a great team to work with. – Mike Sindberg
REVIEW #2 – I’ve know Luke for about 6 years and have been a client of his for 4 years. I grew up with parents that ran their own financial planning services, so when the time came for me to utilize someone, I knew the advantages of working with someone who is directly accountable to you. Luke and his team have been easy to work with, communicate well, and honest in all they have done. It’s clear they genuinely care about helping you develop wealth and maximize your finances. I interviewed a lot of financial planners before choosing Luke and I am wholeheartedly pleased with my decision. – Sarah Sawall
REVIEW #3 – Meeting with a financial planner was a new experience for me, so I was nervous about talking to an advisor regarding my investment options for retirement. Luke Will and his team immediately put me at ease…taking the time to understand my needs, answering all my questions, and creating the best strategy for my financial well-being. Everyone I’ve worked with has been friendly, caring, and knowledgeable. I highly recommend Navigation Wealth Management to anyone needing financial planning services. – diane weymier
REVIEW #4 – Luke and his team treat have treated us as if we were their top client since our first interaction. The extra level of service they provide is so unique in customer service these days. They came to our house on our time (pre-Covid). Later we met via zoom and delivered the same level of service. They are always quick to respond to our questions. We feel confident about our financial future since investing with Luke! – Stephanie Keith
REVIEW #5 – We’ve had an excellent experience working with Luke and the entire team at Navigation Wealth Management over the past 8 years. From the beginning, they’ve taken the time to truly understand our goals, answer all of our questions, and put us on a path towards financial independence.
Their expertise and proactive approach has helped us in the areas of investing, asset management, and retirement planning. We would highly recommend Navigation Wealth Management to anyone looking for knowledgeable, trustworthy, and genuinely caring financial professionals. – craig flesburg
Paramount Financial Strategies – Ameriprise Financial Services, LLC
ADDRESS: 121 St Paul St, Oconomowoc, WI 53066, United States
NUMBER: +1 262-269-1299
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 – Patrick Bortz and his team are extremely professional and really take the time to get to know you. They meet with us regularly and take a lot of time going over our retirement and estate planning. They have a lot of patience and make sure you understand everything about you financial situation and future, They talk to you, not at or above you. I highly recommend Paramount Financial and their entire team! – Carrie Sullivan
REVIEW #2 – One of the things I value most about working with this team is the confidence and peace of mind they give me. They take the time to explain my options clearly, answer my questions patiently, and always make me feel that my financial well-being is their priority. I know my investments and long-term plans are being guided with care and expertise, and that sense of security is invaluable. I highly recommend them to anyone looking for knowledgeable, trustworthy financial advisors. – Elise Riepenhoff
REVIEW #3 – I couldn’t be happier with the support I’ve received here. They make complex financial topics easy to understand and always take the time to answer my questions. I feel like they genuinely care about my success and long-term goals. Highly recommend to anyone looking for honest and reliable financial guidance! – Nick
REVIEW #4 – I enjoy working with the team at Paramount Financial and have recommended them to several of my personal and business friends. They recently called me for a review and suggested selling some funds to reduce my taxable income for this year (after a profitable Q1 stock sale). Who calls and says take money out of the market as it’s the “best thing for you” now Vs. next year and at this point in your life. Obviously, someone who cares more about “what’s right” Vs. “what makes money for them”. That’s why I’m with Paramount. – Brian Fuher
REVIEW #5 – A first class financial advisor business! Father and son team of Reb and Patrick Bortz possess financial planning acumen which guides them in giving excellent advice tailored to each client’s specific needs. They also realize what is needed of their inside team to make their business run smoothly. We can say that this is the most professional, responsive and friendly support staff we have ever dealt with. Shout out to all of them! – Debbie and Alan L
REVIEW #6 – We could not be happier with our experience with Paramount. A wonderful family run business that cares about each individual they serve and their specific needs. Patrick and Reb have been an absolute joy to work with and their support staff is awesome! They have truly made my entire family feel like a part of theirs. They took the time to look at our whole “life picture” and helped our family navigate 401K planning, life insurance needs, estate planning, retirement goals, and overall family financial health. We were initially skeptical seeking out this type of help. I wish we hadn’t been. I’ve never felt more comfortable with our future and it’s all thanks to Paramount. Our experience has been nothing short of exemplary and for these reasons we give Patrick and his team our highest recommendation. Thank you Bortz family! – Michael Bohrman
REVIEW #7 – Patrick Bortz has been my financial advisor for several years now. From the beginning, I felt he took the time to understand what my retirement goals were and what I needed to achieve those goals. Patrick is easy to talk to, answers all my questions in a way I can understand, and continues to check in with me on a regular basis. I’m very happy with Patrick and Paramount Financial. – Sherri Cholka
REVIEW #8 – The team at Paramount has treated me very well for the years I have been working with them and were able to set me on a great plan for long term financial planning. We have been able to create a custom plan to suit my needs and review my 401k on a yearly basis. My experience has led me to refer numerous friends and colleagues! – Charlie C
REVIEW #9 – As an airline employee who lost a company pension plan and had to rely solely on a 401K. plan. I realize just how much every penny counts. Over the years I’ve dealt with a number of financial planners. However, when I finally dedicated the time necessary to research and seek out a fiduciary that would meet our needs and maximize our retirement potential, I discovered Paramount Financial. Reb, Patrick and their team have been extraordinary. I can’t overstate the personal attention we’ve received. Whether it’s meetings, phone calls, emails or even text messages. Reb and Patrick have answered every question and addressed every concern my wife and I have had regarding our retirement funds. As I close in on my retirement date (a time when many are experiencing anxiety) we’ve never been more comfortable or more confident in our retirement having moved our 401 and IRA’s to Paramount Financial. – Steven Messer
REVIEW #10 – Wonderful family based company helping us managing our finances. Patrick touches base with us frequently and is very personable, making us feel like family. Despite the current financial climate, he continues to reassure us that we will be ok. His father checks in, just to be sure we don’t have any questions, and his brother has helped us with our wills/family trust. A class act family business. – Lisa Neumann
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