3 Best Gold IRA Investment Companies Near Me in Shelby Township, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Davis Capital Management, LLC
ADDRESS: 51424 Van Dyke Ave, Shelby Township, MI 48316, United States
NUMBER: +1 586-337-3418
DESCRIPTION FROM BUSINESS: +1 586-337-3418
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 – Davis Capital is a trusted expert when it comes to retirement planning and wealth management. I’ve known Larry for years and no matter who he works with he focuses on their goals and their needs and not his commissions. I highly recommend him to anyone looking for a trusted adviser. – Chris Drouin
REVIEW #2 – Davis Capital Management is a trusted source for estate management, retirement planning or financial concerns after a divorce. Larry is a family man who will takes great care of your family. – Pamela Palmer
REVIEW #3 – Larry has been my financial planner for over 10 years and his service and advice has been immeasurable. I particularly like that he is extremely knowledgeable about taxes and tax ramifications. If you are looking for a financial planner, Larry is the guy!!! – lars nordberg
REVIEW #4 – When working with Larry you sincerely feel his interest in you and your future and it’s a good feeling to know someone cares so much. – Michael Guimond (MG Photography)
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KAIZEN FINANCIAL INCORPORATED
ADDRESS: 47702 Van Dyke Ave, Shelby Township, MI 48317, United States
NUMBER: +1 586-752-7008
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Albert has the heart of a teacher and educates his clients extremely well! My husband and I attended one of his retirement workshops, which we found very informative and which gave us confidence to work with him. He wants every client to succeed, no matter the size of their portfolio. We appreciate his honesty, and he has earned our trust. The entire team at Kaizen Financial is welcoming, professional, and caring. Truly a great group of people to help you understand and reach your retirement goals! – Elisabeth Fischer
REVIEW #2 – Albert and his team (family) are totally amazing. They go above and beyond to make sure they answer all of your questions and make your transition into retirement easy and carefree. He cares about you like you are family and is really committed to making you money and mailbox money (income). He hosts many events and they are always a fun filled informative time. I Highly Recommend Albert, I have never seen someone so excited about his job. You won’t be sorry. This group of people are very professional. Response time to questions is very quick and if needed he will make time to talk to you via zoom, telephone, or in person whatever works for you. My husband and I are very pleased with all aspects of this group and again would Highly Recommend their service to anyone who is in need of it. You won’t be sorry. – Mark Drake
REVIEW #3 – Albert & his team at Kaizen Financial are outstanding at what they do! I love their Kaizen family attitude towards myself & my wife. I know I can always count on them for spur-of-the-moment financial advice. I have never waited more than a half of a day for them to reply back to me on a question or concern (but they usually handle it immediately). You cannot go wrong investing your money with the most responsible and trustworthy team I have ever met! – Dave Maye
REVIEW #4 – My husband and I attended their retirement event and were amazed at the information we learned. we set up an appointment with Albert Lalonde and have since retired comfortably with his advice. Very professional, warm and courteous office that truly cares about you as an individual! – Mary Leja
REVIEW #5 – If you want your money to grow, water it with Kaizen and watch it bloom! – Brian skedog
Covenant Financial Group
ADDRESS: 45445 Mound Rd #103, Shelby Township, MI 48317, United States
NUMBER: +1 586-739-3550
DESCRIPTION FROM BUSINESS: At Covenant Financial Group, we build confidence in your future and empower you to enjoy the present. We embrace a holistic approach to financial planning, harmonizing faith-based values with sound strategies…
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 – After hearing the vision for the company – we came on board pretty quickly. Steven, Steve, David and Tina have been amazing. Thankful for this group of men and women who lead the investment team. – Karen Hindt
REVIEW #2 – Steve Carpenter and the entire CF Group are dedicated to helping you with your journey of financial stewardship. They offer a variety of products and strategies to help you and your family explore all your investment and finance opportunities. If you crave a personalized relationship with your advisor, you need to contact Steve and see how he can help you achieve your financial goals. – Jeremiah Hoehner
REVIEW #3 – My experience with this company has been nothing less than stellar. As a client for a couple of years now, l have gotten an A+ experience across the board. I have benefitted from their professional tax preparation services, top-tier customer service, and a high level of knowledge and expertise from the advisors. Five out of five stars from me! – J Sorrell
REVIEW #4 – Scott, Tina, and Steven have been a blessing through and through. I know very little of personal finance but they were able to rollover my and my wife’s 401k with ease. They kept me informed and reminded me to complete my action items in a polite and friendly manner.
They’ve also helped me with my taxes; making sure there are no surprises with my weird income streams and answering ALL my dumb questions.
If you are intimidated by all the money stuff, you couldn’t be in better hands here. – Gregg Smith
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