3 Best Gold IRA Investment Companies Near Me in Quincy, IL – Retirement Planning Services
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IPI Wealth Management
ADDRESS: 3701 E Lake Center #1, Quincy, IL 62305, United States
NUMBER: +1 217-203-6464
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’ve been with Craig for over 10 years. Every year, Craig and his staff hand write Amie and I an anniversary card. This kind of customer service is amazing. They make sure they follow up every year to check on our goals for retirement and our estate planning. Thank you IPI Wealth Management for all you do for our family. – Tim Maguire
**** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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O’Connor Financial Group LLC
ADDRESS: 511 Maine St, Quincy, IL 62301, United States
NUMBER: +1 217-223-0113
DESCRIPTION FROM BUSINESS: At O’Connor Financial Group, we are passionate about employing thoughtful, value-based planning to help people multiply their investments, protect what they already have, and create a legacy for the next generation.
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been a client with O’Connor Financial Group since 2020 after a friend recommended them. After handling my own investments for many years, it was refreshing to have their expertise refine my financial planning and help me get on a better track for retirement. They have always listened to my concerns and invest in a way that is appropriate for my risk level, while offering diversification I could never have done on my own. I cannot recommend them more highly. They have truly made a difference in my overall financial picture and ability to retire when I want. – Sarah Robison
REVIEW #2 – I have worked with O’Connor Financial Group for just over a year and can offer my absolute highest recommendation. Daniel has gone over and above to understand not only the numbers of my situation, but also my relationship with money, personal values, priorities, and my individual goals. I appreciate his willingness to explain and illustrate the path, encouraging questions and input so that I feel empowered and secure about my financial future.
Daniel and OFG are knowledgeable, professional, responsive, and clearly value the relationship between advisor and client. I look forward to navigating the coming decades together. – Kristen Smith
REVIEW #3 – I have worked with O’Connor Financial group from a personal level as well as with my business. They are relationship driven and that is exactly what I want. Trust takes a long time to build but I trust Jack, Tim & their team have my family & employee’s best interest in mind. – Taylor Schoen
REVIEW #4 – Daniel is great. I’ve never been more content in my relationship with money while investing toward goals. I would recommend to everyone! – Will and Julie Ahrenholz
REVIEW #5 – We went to O’Connors because we were looking for a reputable company that are nice, easy to understand and did a good and thorough job helping us plan for our retirement. They have done an awesome job and I feel confident we are with the right place to help us in preparing to retire! – Kathi Moore
REVIEW #6 – I love working with Daniel. He’s professional and relatable. He is excellent at what he does. – Brady Wright
REVIEW #7 – Jack, Daniel, and the entire team is incredible. They have been there time and again to help my wife and I in our financial planning, responsible budgeting, and milestone goals. We recently purchased our first home and without the guidance from the O’Connor team we would not have been able to do so on such a rapid timeline and with such peace of mind.
If you are looking for help or to secure your financial picture, my wife and I cannot recommend working with the O’Connor team enough! – Jeffrey Camp
REVIEW #8 – In my opinion, the relationship between a family and their financial advisor is built on two things: trust and communication. Working with Tim, Jack, Daniel and team has been nothing short of spectacular due to their trustworthiness and their ability to communicate effectively.
A good financial advisor doesn’t just try to grow your money as high and as quickly as possible, rather their job is to help you develop a plan to achieve all of your desired financial goals – that might as well be the mission statement of this firm, as they know exactly how to deliver on this. It has been a pleasure working with this team – and I would recommend them to anyone looking for someone to trust with their money. – Chris Schweighardt
Benson Financial Group
ADDRESS: 3740 E Lake Center ste a, Quincy, IL 62305, United States
NUMBER: +1 217-223-3916
DESCRIPTION FROM BUSINESS: Our financial advisors serve Quincy, Hannibal, and beyond with wealth management services, including retirement planning, investment management, tax planning, insurance, and more…
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 – My wife and I have been with Bensons since 2017, the year I retired. In that time, we have worked directly with Pat Benson and Jeriod Turner, and now more recently with Jeriod and Tim Miller.
I can’t begin to put down in words how much we appreciate the financial guidance we have received, including all support staff as well. The educational programs and market updates help us to understand so that we make good long-term decisions.
When we first worked with Pat and Jeriod, they took the time to get to know us and learn about our life goals. I believe it was 3 or 4 meetings. It was more like working with family than past financial advisors we had worked with. The focus was on finding out enough about us to comfortably anticipate what our future short-term and long-term needs were.
As we are in the stage of life now of drawing on some of our funds to cover family trips and outings while the grandkids can enjoy them, we have done so knowing that the decisions we made 8 years ago are paying off, and we have the comfort level to know that future needs are not at all compromised.
One of the benefits we have realized is in our yearly planning visits. With Bensons detailed knowledge on Social Security, Medicare, pensions and tax changes, not only has it had a significant impact on our bottom line, but we are able to rely on their expertise so that we can focus on other activities we enjoy in retirement, such as volunteering, gardening and spending time with family and friends.
For people who have asked us for our thoughts on investing, we wholeheartedly recommend working with Bensons for long-term planning. Our only regret is that we did not work with them sooner.
In a world where we are all busy with work, family obligations, and the unanticipated events that come along, Bensons have been a partner who have been there each step of the way. Their help and guidance is much appreciated and we can’t thank them enough. – Roderick Humphry
REVIEW #2 – We are so happy to be working with Benson’s. We work with Jeriod & Tim and love the trust relationship we have built. – Kathy Hull
REVIEW #3 – The administrative assistant is very helpful and pleasant. I trust my financial advisor and his advise. – Robin Speer
REVIEW #4 – All the staff and advisors are very friendly. They care about all of their clients both professionally and personally! – Michelle Harman
REVIEW #5 – I’ve had an outstanding experience with the team at Benson Financial Group in their Quincy office. From the very first meeting, they showed a genuine commitment to understanding my financial goals and helping our family build a plan that is both wise and personal. The team is knowledgeable and patient in answering our questions about future retirement planning, our current investments, or simply understanding what is happening in the markets.
What stands out most is how much they care. Not just about the numbers, but about people. They take the time to educate, explain options clearly, and follow through. I have never felt pressured or confused, only confident and supported. If you are looking for a trustworthy financial partner who treats you with respect and helps you plan with purpose, I highly recommend Benson Financial Group. – Mark Bond
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