3 Best Gold IRA Investment Companies Near Me in Saint Paul, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account

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Dunncreek Advisors LLC

ADDRESS: 904 Delaware Ave, St Paul, MN 55118, United States

NUMBER: +1 612-436-3770

SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Advisor Services, Retirement Investing And Distribution Strategies, Retirement Investment, Retirement Planning, Retirement income planning

OFFICE HOURS

Mon9:00 AM – 4:00 PM 
Tue9:00 AM – 4:00 PM 
Wed9:00 AM – 4:00 PM 
Thu9:00 AM – 4:00 PM 
FriCLOSED 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Richard Dunn has been our advisor for many years and does a great job. I find him to be a man of integrity and I know that he lives up to the highest ethical standards. I have recommended him to friends and family. I highly recommend sitting down with him and just having a conversation it will be worth your time.
Give him a call, you won’t be disappointed – george erler

REVIEW #2 – Working with Richard at Dunncreek Advisors has been an incredibly positive experience. His professionalism, knowledge, and commitment to client satisfaction are second to none. I have complete confidence in Richard’s abilities, and I highly recommend him to anyone seeking expert financial guidance. Whether you’re a seasoned investor or just starting your financial journey, Richard Dunn is the advisor you can trust! – Austyn Wasko

REVIEW #3 – When my husband and I came to Richard, we were a hot mess. We needed a tough advisor who would not judge but would guide us in making good decisions and get us moving down the path towards financial security and retirement. Richard provided professional and expert advice and has become our most trusted partner in all things financial!!!
Paula O’Brien

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Savant Wealth Management

ADDRESS: 2250 Town Square Tower, 445 Minnesota St, St Paul, MN 55101, United States

NUMBER: +1 651-233-1100

SERVICES: Estate planning, Wealth management, 529 College Savings Plans, Finance Investments, Fixed Income Investments, Investment Options, Investment Portfolios, Ira Distribution Planning, Retirement Planning

OFFICE HOURS

Mon8:00 AM – 5:00 PM 
Tue8:00 AM – 5:00 PM 
Wed8:00 AM – 5:00 PM 
Thu8:00 AM – 5:00 PM 
Fri8:00 AM – 5:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – My experience over 10+ years of working with the tax and investment experts at Savant Wealth Management has been consistently positive. I have always received solid, knowledgeable advice and results on my accounts as well as some long term purchase decisions. The partners and their staff have maintained the high standards of customer service as they have grown and I believe that will continue. – linda k

REVIEW #2 – We have been with Savant Wealth Management for nearly 15 years after several disappointing years with other firms. From the beginning Savant Wealth Management listened to our financial needs and prepared a personalized plan for us as we began looking forward to retirement in 2013. They have been helpful with every aspect of financial planning for our family. We highly recommend Savant Wealth Management! – carol kluznik

REVIEW #3 – Trusting Savant Wealth Management with our investments was the best decision. Our portfolio has grown and we are very pleased with PVP’s accessibility, sound advice and recommendations. I am a firm believer in letting the experts deal with what they know best. My husband and I highly recommend this group. We have been with them for over 15 years. – Virginia Caspersen

REVIEW #4 – My wife and I have been clients of Savant Wealth Management for over 15 years and highly recommend them. Their astute financial management carried us through the final decade of my employment and into a comfortable and stress free retirement. We’ve relied on their advice and support for estate planning, tax advice and many other issues and decisions affecting our family. You won’t be disappointed working with them. They are a first class, value driven team with a proven track record. – Tim Dess

REVIEW #5 – We have been working with Savant Wealth Management since 2011— Bo and Jonathan in particular—and are so grateful for the relationship we’ve established with them over the last twelve years. From the very beginning they have listened closely to our goals and values, and taken care to structure investments that match them. Put simply, Savant Wealth Management thinks about money so we don’t have to! We look forward to our yearly check-in meetings, not only for the financial updates, but because we’ve gotten to know them well enough to ask about their kids, and care about their futures—just as the work they have done has secured a future for our kids. – Sandra Wolfe Wood

REVIEW #6 – We were referred to Savant Wealth Management and have been working with them nearly a decade. They have done a great job helping us diversify our portfolio, strategize for retirement and with investment strategies. We like that alignment with our tax accountant as well which helps for see less planning. We would highly recommend Savant Wealth Management as a valued partner for investing. – Stacy Ghetty

REVIEW #7 – I have been with Savant Wealth Management since May, 2008. They have invested for me and the portfolio has grown 96 percent since inception. Over the years they tempered my fears about the economy. Not only do they work with you concerning your investments but also help you with legal issues. My husband passed away in 2016 and they helped with my questions concerning my revocable trust. Thank goodness for the help. I want to recognize Bo Aylin who has guided me for the last 15 years. If you contact him he is quick to respond. Bo is a class act!
Savant Wealth Management reviews your portfolio yearly. They discuss the balance of your portfolio concerning stocks and bonds to make the best gains for your lifestyle.
I trust their knowledge and guidance! – Susan Wagner

Quarry Hill Advisors

ADDRESS: 550 Vandalia St Ste 311, St Paul, MN 55114, United States

NUMBER: +1 612-440-0318

SERVICES: Tax planning, Comprehensive Financial Plan, Dedicated Financial Planning, Estate Planning, Financial Advisor, Financial Assessment, Financial Planning And Investment Management, Investment & Retirement, Investment Advice, Investment Advisory, Investment Management Strategies, Wealth Management

OFFICE HOURS

Mon9:00 AM – 5:00 PM 
Tue9:00 AM – 5:00 PM 
Wed9:00 AM – 5:00 PM 
Thu9:00 AM – 5:00 PM 
Fri9:00 AM – 5:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – We just finished the onboarding process with Quarry Hill and so far I’m impressed. They have a solid and thorough approach to planning and investing. It is backed up by user friendly tools that give the visibility needed to have confidence in planning and investing performance. Kyle and team are also easy to work with and extremely responsive. I don’t think I could rate a financial advisor team higher. – Dana Smith

REVIEW #2 – The Quarry Hill team are more than sound financial advisors with a strong investment strategy – they also help their clients and their family navigate life’s big decisions with support and prudent guidance. Having worked with other advisors and firms in the past, I can’t imagine finding a better fit than Kyle and the team. – Brandon Hirsch

REVIEW #3 – Quarry Hill Advisors has been our financial team for five years now, and the experience has been consistently excellent. They’re transparent, attentive, and put our needs first — no unnecessary products, no pressure, just solid guidance from a team we genuinely trust. – Corey Tripp

REVIEW #4 – My husband and I have been with Quarry Hill for several years now, and couldn’t be more pleased with their comprehensive, highly personal services. This firm is a “needle in the haystack” in an industry that is unfortunately marked by financial advisors who are either inexperienced or unethical. Bjorn and his team are the perfect combination of direct and kind. He knows how to hold us accountable and is compassionate when life happens. The team is extremely knowledgeable, and when they are operating outside of their expertise, they have outstanding people in their network to refer their clients to. Stop researching and call them if you want a long-term, trustworthy financial advisor! – Melanie Pistiolas

REVIEW #5 – I’ve been using Quarry Hill for a number of years now. What I like is that they get to know you and take time to help you learn about your money. They work with your goals, but their guidance on tax planning and strategies to save have helped the most. I would not have known how to manage all of it on my own. Life is busy, and without their help, doing this on my own would be stressful. It’s been an invaluable service. Thank you Quarry Hill! – Julianne Englander

REVIEW #6 – Quarry Hill has done an exceptional job managing my funds and offering guidance on a quarterly basis to maximize my investments. In working with QH I have great confidence in the ability to enjoy my retirement and in future growth and safety of my savings. Bjorn and team are responsive and a pleasure to work with. – John Perre

REVIEW #7 – We have been with Quarry Hill for 5-6 years now and we are extremely happy with the assistance and guidance provided by Kyle and the rest of the folks at Quarry Hill. They respond quickly to all of our calls and concerns. I highly recommend them for your financial needs. You can’t go wrong with them. – Kevin Welna

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