3 Best Gold IRA Investment Companies Near Me in Petoskey, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Encore Financial Group
ADDRESS: 418 Waukazoo Ave Suite 1, Petoskey, MI 49770, United States
NUMBER: +1 231-627-1023
DESCRIPTION FROM BUSINESS: Insurance and Financial Planning: Encore Financial Group is a financial planning company with professional advisors offering solutions to help clients accumulate, protect and pass along their wealth. Our team of advisors specialize in personal financial services…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jill Reynolds is such a kind, level headed and knowledgeable agent. I spoke with her regarding Medicare. Some of my friends have her as an Agent and they are very happy with her client care. – Susi Bassett
REVIEW #2 – Very nice people who really know their stuff. – Olivia Burek
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Up North Retirement
ADDRESS: 3890 Charlevoix Ave Suite 220, Petoskey, MI 49770, United States
NUMBER: +1 231-289-0004
DESCRIPTION FROM BUSINESS: Up North Retirement specializes in safe money solutions for pre and post retirees who are looking for guarantees that reduce overall risk in their portfolios. The core of what we provide to our community is financial problem solving that eliminate the guess work…
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 met Tracy after viewing his informative Instagram post. Every meeting was via Zoom, Tracy was VERY professional and has a responsive staff. Tracy responded to all of my questions promptly giving me added trust. Since working with Tracy and planning for resources to fully cover living expenses and an enjoyable retirement, my stress level over this topic has gone to zero. Tracy’s analysis documents are straightforward and easy to understand and his knowledge is at a very high level. I would, without question, recommend Up North Retirement to anyone and I wish you the same success I enjoyed. – John Pascoe
REVIEW #2 – We were recently informed that our agent of many years had retired. When we made contact with the parent company, they referred us to Up North Retirement. We emailed their office and, we were almost immediately contacted by Tracy. After a few questions, he scheduled a Zoom meeting to review our accounts. He was very friendly, professional and knowledgeable. We appreciated him taking time to review our accounts, answer our many questions, and get us headed in the right direction for our future. We are looking forward to working with Up North Retirement in the future. Steve & Janet – janet peterson
REVIEW #3 – Tracy from Up North Retirement works diligently to educate and lower stress associated with financial issues. He is very knowledgeable and will always work for your best interests. Superior recommendations. – Dave Beaverson
REVIEW #4 – Tracy is very knowledgeable in his field. He is a great listener and will tailor his presentation, talk tracks, answers and follow ups with precision. He built our trust based on his research, factual knowledge and by understanding our unique needs and desires. He went above and beyond to get to know our thought processes and to educate us in ways we felt he filled in some gaps. I highly recommend worked with Tracy, as we will continue to build on what we have discovered, and to continue in our overall financial strategy and goals. – Vicki Sell
REVIEW #5 – Tracy is very knowledgeable and personable. He really takes time with you. Set me up with an annuity, taxes paid now, which can continue to grow and set my boyfriend up with a monthly annuity payment which provides a good income for him! – Michaela Bishop
REVIEW #6 – AMAZING COMPANY! From the first conversation to end result. This was a stressful time for myself, family and this team took me by the hand and walked me through it all. I didn’t feel like i was a customer but a friend. Tracy didn’t guide me like a business man but as a person that could relate to my situation. Once the ball was in place this team kicked the ball, they didn’t just roll it.
Brittany is the front part of this company and she is 100% the calm in my storm. She guided me through any questions i had (many) she never made me feel as though i was a bother to her busy day. She felt like a friend and celebrated the smallest accomplishments with me. One being filling out and scanning papers back correctly. Not once in this process did i have to reach out. Brittany kept in contact on the littlest details that she was updated on. I never had to guess at what point this process was at. She responded to any questions in a matter of min and if she wasn’t sure she found out and responded with full knowledge of my question.
What I’m trying to say is you cannot go wrong with this company! What an AMAZING TEAM to work with and trust! – Maria Fane
REVIEW #7 – Tracy is extremely knowledge and very patient as I worked though the complexity of my financial situations and what best fit with my goals and timing. I highly recommend. – Mike Mellone
REVIEW #8 – I continue to appreciate Tracy. When I retired 1.5 years ago, I was not sure how I was going to make it on just my social security and relatively small 401K, but Tracy turned my 401K into a fixed annuity which pays monthly, and now I have enough money for emergencies, travel and whatever else I need. – Gary Birch
REVIEW #9 – Tracy and his staff member, Alisha, were very patient with me and helpful in guiding me through the processes. Tracy graciously allowed me to change the terms of my two annuities to conglomerate into one annuity. Tracy periodically communicates with me and is very friendly. He always gives me the best advice in the best deals. – Allen Michael Cohen
REVIEW #10 – VERY highly recommend. A+I had had problems with what prior financial advisors did “for me”, so I spent a LOT of time researching several, and then more-so with Tracy before committing. He was absolutely fabulous, educating me, giving me many different options, great list of everything we were planning to do so I could see it in front of me. So much time. So much detail. So much patients with my many many questions! VERY highly recommend. A+ – Jan B Gray
REVIEW #11 – Nothing but a positive experience. Tracy is easy to work with, extremely knowledgeable and always willing to answer any questions or concerns. I would definitely recommend he and his team for your retirement planning. – Lewis Gerr
REVIEW #12 – I was referred to Tracy and Up North Retirement by a trusted friend. I am so glad as I really need their help navigating retirement! All questions have been answered – they are very response. – Tamara A.
REVIEW #13 – I so appreciated Tracy’s teaching me and giving his time to help me learn more. I highly recommend taking to him if you need more information before you are comfortable buying an annuity. Not everyone will share so freely. Thank you, thank you. – Wanda Westmaas
REVIEW #14 – I am in my 5th year working with Tracy. You will not find a more honest and hard-working individual. Retirement is something that we all look forward to but it can also be at a stressful time. Tracy knows how to guide you through this process with wisdom and integrity. – Ron Fila
REVIEW #15 – Tracy is an expert in Retirement planning! In addition to providing superior service to his clients, Tracy generously donates his knowledge and expertise to other financial professionals to improve the industry as a whole. Reach out to him, you will not be disappointed! – Chasen Smith
REVIEW #16 – Working with Tracy has been a great experience. He’s knowledgeable and always available to answer questions relevant to my investment. He is certainly someone I would recommend. – Michael Peters
REVIEW #17 – prompt response when you have questions even if you bought years ago plus really a wide selection of annuities that he is well versed with so he can give you very good advice to the pros and cons of each!!! – Danilo Jaravata
REVIEW #18 – Let’s face it, meeting a guy on the Internet after responding to a Facebook ad and then making a making a huge investment decision definitely can be quite stressful. I’ll admit I was very hesitant at times to follow the advice and knowledge that Tracy was sharing with me.
But I certainly didn’t just jump in headfirst without doing my homework
Tracy took an approach that was different than other retirement advisors
He took a look at my overall investment portfolio and showed me where I was exposing myself to unnecessary excessive risk. And then he offered different and safer paths forward.
I can fully endorse and recommend Tracy as a confidant and extremely knowledgeable advisor.
I will definitely share my decisions and new found knowledge with my brothers and sisters who are also facing retirement in the next 10 or so years.
To anyone who is hesitant like me, Tracy is very patient, Extremely knowledgeable and is there, not to sell you anything, but rather to set you on a comfortable path towards success. – Doug Scheer
OsborneKlein – Ameriprise Financial – Financial Advisor in Petoskey
ADDRESS: 600 Charlevoix Ave, Petoskey, MI 49770, United States
NUMBER: +1 231-439-0911
DESCRIPTION FROM BUSINESS: OsborneKlein is a wealth management company dedicated in providing high quality financial advice, and the products and services to implement that advice through the financial planning process…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The staff is amazing….responsive, friendly and truly knows the meaning of partnering for the future…. – Bill Clutter
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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