3 Best Gold IRA Investment Companies Near Me in Owosso, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Mowinski Financial
ADDRESS: 215 N Water St Suite 204, Owosso, MI 48867, United States
NUMBER: +1 989-720-5072
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Gone with Brent for Roth IRA and life insurance for many years. Great guy! – Steve Bentley
REVIEW #2 – My husband and I went in to see Brent to talk about how close we are to being able to retire early. Our biggest worry was health insurance. He walked us through everything in verbiage that we could actually understand to let us know where we are in our retirement journey.
I would highly recommend coming to this business for your needs because they are very friendly and down to earth. – Kelly Warner
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Edward Jones – Financial Advisor: Andrew Reger RICP ®
ADDRESS: 1486 North Michigan 52, Owosso, MI 48867, United States
NUMBER: +1 989-202-1586
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 7:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 4:00 PM | |
| Wed | 7:00 AM – 4:00 PM | |
| Thu | 7:00 AM – 4:00 PM | |
| Fri | 7:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I started working with Andrew upon a recommendation from a respected friend a few years ago. Andrew took the time to get to know us, our interests, and financial needs and goals. It was such an important time for us to have a financial advisor we trusted and who took the time to advise, explain, listen, and offer direction as we prepared for retirement. Thankfully, with his help we were able to retire early with confidence. He is very prompt with his replies to our emails and/or calls. We think of Andrew as a family friend and recommend him highly! Thank you Andrew! – Theresa Hickman
REVIEW #2 – We’ve been working with Andrew for over 5 years. He is wonderful! He always listens to our concerns , answers all our questions and helps us make the most of our investments. He presents and explains new products to us and is great at looking at the big picture, our future. We trust Andrew completely and truly think of him as a friend. I highly recommend Andrew to anyone who needs a financial advisor. A ++! – Kathy James
REVIEW #3 – There are so many things I need to highlight about Mr. Reger. I started working with him about 3 years ago and my wife and I had no idea how or what we needed to do. Andrew took the time to meet us at his office on our schedule (after hours) to sit down and explain wealth management in terms we could understand. Not only is Andrew a fantastic advisor who yields results, he’s a family man which is big for me and my wife as family is the key piece in life. Every year I touch base with Andrew and its always a great conversation. We discuss my goals and future but always come back to discussing how our families are doing. I really appreciate all of the things he remembers and asks me about my life. If you are looking for a personable representative who has YOUR families best interest at heart, give him a call. You will not be disappointed. – Kyle Campbell
REVIEW #4 – I remember the night my husband said we are going to meet a financial advisor. I was not a happy camper…..BOY WAS I WRONG!!! We met with Andrew about 4-5 years ago and not only has he made a huge difference with us being able to feel at ease with retirement through great financial advice and investments, he has become a family friend. He is so caring and loves what he does. I am so grateful for everything he has done for us. I would highly recommend him to anyone needing advice. Thank you Andrew for everything! God Bless you!!! – Danita Hall
REVIEW #5 – I originally met with Andrew on recommendation of my daughter after selling some property. We started on a plan to get rid of (lots of) credit card debt and hopefully invest what remained. Less than a year later, with a home refinance (recommended by Andrew) and elimination of all our debt except the mortgage, we are finally in a positive place to make those investments.
I cannot recommend Andrew highly enough, WAY more than 5 stars. He’s just an awesome guy and really knows how to help make the changes needed to prosper. – Sandy Kemp
REVIEW #6 – Andrew is the absolute best!!! I cannot say enough good things about him. He is incredibly easy to work with and I genuinely enjoy every opportunity to meet or talk with him. He is always willing to take a call to answer questions and provide advice. I feel so much more confident in our future planning and knowing that we are doing what is best for us for the future after working with him. He is honest and upfront and truly does what is best for his clients! He has made a world of difference for our family’s financial situation and long-term planning! – Sara Beldyga
REVIEW #7 – Knowledgeable and integrity are two words that I feel best describe Andrew Reger. I meet Andrew thru a Facebook post I saw, promoting cd investments. He jumped thru several steps in an effort to work with me, being as I was from WV. After my initial cd investment, I continued to work with Andrew because he proved to be knowledgeable, honest and I found it easy to discuss our future financial goals with him. I have since recommended Andrew to many friends and family. He has always impressed and never failed to be first class in every aspect. Andrew is very upfront and listens well. I feel very comfortable knowing he’s in my corner. – Jennifer Nichols
REVIEW #8 – Our advisor Andrew is very knowledgeable and has helped us from the very beginning of our financial savings adventure. He has always made himself available at a drop of a hat. any questions I had he had the answer for us and would explain why he would do it this way or that way. – Sarah Good
REVIEW #9 – Andrew is professional, understanding, and really listens. He takes a real interest in our personal situation and offers suggestions and advice to meet our needs. I would recommend him highly. – Darrel Ashby
REVIEW #10 – We are very grateful for Andrew’s consistently excellent work! – Michael Carreira
REVIEW #11 – Andrew is very personable. It was valuable time spent with him. – Teresa Heger
REVIEW #12 – Wonderful working with someone that is knowledgeable and willing to take the time to explain it to me. Would highly recommend working with him. – Darlene Weidmayer
REVIEW #13 – Finances can be stressful, but I actually look forward to talking with Andrew. He’s very knowledgeable and knows what he’s doing, but more importantly he’s personable. You can tell he truly cares about each person that he talks to. Highly recommended if you’re looking for a financial advisor!! – Ryan Bailey
REVIEW #14 – Andrew is a rare find in this business. He does what’s right for his clients and trusts that his business will grow for it.
As a younger person with insignificant wealth but significant ambition, I’ve tried several financial advisors. I usually either don’t qualify for their asset thresholds or they’re using scare tactics to pitch me 100 different forms of insurance. Andrew does NOT do this. Andrew spent significant time with me explaining his business model until I was comfortable that our incentives align. He’s earned my trust at every corner, even when I had to make difficult financial decisions to reduce my investment accounts (therefore reducing my business with him). He’s helping me build my wealth and reduce my debt. He checks in on my family and always goes the extra mile to deliver relevant personalized financial advice. All well ensuring my portfolio is getting great returns.
The icing on top: Edward Jones has the technology, resources, and policies to make Andrew successful. Love their mobile app! – Mitchell Grewer
LifeGoals Financial Group
ADDRESS: 215 N Water St, Owosso, MI 48867, United States
NUMBER: +1 989-725-1116
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 – I wanted to retire and wanted a “fee only” advisor not at 1% AUM like others. Bob gave me a detailed plan in a reasonable time period considering it was tax season. I will be going in for annual financial check-ups to their service. – Brent Doolin
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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