3 Best Gold IRA Investment Companies Near Me in South Bend, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
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Golden Years Planning Services
ADDRESS: 614 E Ireland Rd, South Bend, IN 46614, United States
NUMBER: +1 574-968-7926
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 – Golden Years planning Services is the best financial planning company we could ever have! Kevin Anthony has a staff of fabulous people who are there to help and direct and invest for all of his clients. Kevin and Michael, his son, are on the top of every trend, knowing how certain or uncertain the markets are and will be. We feel our money and investments are very safe with them. Whether you are young or older, and wanting to aggressively grow your investments or ready to start distributing investments, I highly recommend Golden Years planning! They also have insurance products and are knowledgeable in Medicare as well. Look no further for a company who can help with a myriad of financial decisions you will need to make in your lifetime. And start while you are young!!!! – Marcie Strasburg
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Cornerstone Wealth Services – Matt Wilson, AAMS®, AIF®
ADDRESS: 54505 26th St Suite E, South Bend, IN 46635, United States
NUMBER: +1 574-307-6699
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 – Mr. Wilson and Ms. Armstrong are an absolutely outstanding team. Mr. Wilson engages with his clients and channels his vast experience and knowledge of the stock/securities market, tailored to the investment aspirations and desired risk exposure of his clients. He has been extremely successful for members of my family for almost two decades and has recently parlayed his success and keen understanding of the market and its trends, to help me grow my investments as well. I highly recommend Cornerstone Wealth Services for anyone who is interested in growing their investment portfolio. – dan sacchini
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Neeser Insurance & Financial Solutions
ADDRESS: 224 W Colfax Ave #200, South Bend, IN 46601, United States
NUMBER: +1 574-234-1980
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have known Tom Neeser and been a client of Neeser Insurance and Financial Solutions for over 20 years. I have found him to trustworthy, knowledgeable, an active listener and interested in recommending products that meet our specific needs and circumstances. I look forward to continue working with Tom in the future and would strongly recommend him to others. – Tom Merry
REVIEW #2 – Tom has been a trusted financial advisor to our family for many years. He helped my parents make smart financial decisions decades ago, and now, thanks to that thoughtful planning, I’m able to use those resources to help care for my mom. It’s a powerful reminder of the long-term value of good financial advice. Tom is not only knowledgeable and professional, but also genuinely cares about his clients and their futures. I’m incredibly grateful for his guidance and would recommend him without hesitation. – Barbara Patton
REVIEW #3 – The IBC has been incredibly useful to us and Tom Neeser has really helped us to get greatest benefit from this system! I would recommend the IBC (with Tom’s help) to anyone who wants to have fewer troubles and more options from their financial world!!! – Matt Cripe
REVIEW #4 – Tom Nesser is the best financial planner/advisor we’ve ever met. He has given us excellent advice, and helped us carefully plan for our retirement. My husband and I had investments with several other consultants when we met Tom. We transferred all of those accounts to Tom’s supervision, because we felt he truly had our best interests in mind. He is extremely knowledgeable, dependable, and honest. He keeps us informed of new investment opportunities, which we might consider adding to our portfolio, based on our personal goals. We feel confident we are in the most secure financial position possible, under Tom’s guidance. Plus, he’s a REALLY NICE person! – Denise Stuart
REVIEW #5 – I have been working with Tom Neeser and his staff for over 30 years with various life insurance policies for my family. He has been always very informative and helpful in all the years we have worked together. – Ronald Miller
REVIEW #6 – I am so pleased that I took a chance a few years back to listen to Tom’s presentation. Tom has become more like a family friend who genuinely cares about the financial future of those he represents. He speaks in a language that anyone can understand. He has assisted me in making what I believe are appropriate decisions for my retirement and for that I am very grateful. – Teresa McLane
REVIEW #7 – As a single female I have a difficult time trusting people. I can honestly say that I have complete trust in Neeser Insurance & Finacial Solutions. I have been with him since 2011 and have not been disappointed in what he has done for me in securing my financial security. – Debie L
REVIEW #8 – I’ve had the good fortune to have had Tom as a financial advisor for I believe 30 years. He has always been diligent, honest and straight shooting with his advice and guidance. Tom explains his reasoning and the available options in clear and understandable terms.
Recently when my wife and I began navigating Medicare supplement options we discovered Tom’s partner Cheryl Ashbaugh is a broker and what a fantastic choice we made in asking for her help in the process, it was like having the kindest and most thorough HR officer guiding us thru the whole thing.
All in all, if someone is looking for personal and professional financial, investment, and insurance advice, look no further – Patrick albert
REVIEW #9 – Tom is great to work with… at the beginning he took the time to get to know me and understand my long term needs and infinite banking goals. He then helped me tailor a policy to meet those goals. In the few years since I first started working with Tom, he has checked in regularly to make sure the policy is working for me the way it was intended to. Tom is very knowledgable and informative! –
Rockie Rick
REVIEW #10 – Tom is a great agent to have working for you with your policy. He is very thorough and knowledgeable. If there’s something you ask and he’s not quite sure about, he will find it out and get back with you promptly.I would recommend Tom and Lafayette Life Insurance to everyone. – Reece Walton
REVIEW #11 – We, my husband and I, could not be happier with the possibilities available to us from the Infinite Banking Concept we developed with the help of Tom Nesser. The hassle-free financial opportunities far outweigh anything available to us from the banks. The world of business has more than enough obstacles and being able to maneuver financial needs and opportunities is truly a blessing! It just makes life better. – Beth Cripe
REVIEW #12 – The work that Tom and Cheryl are doing to help prepare us for not just retirement, but opportunity to make our money work for us. Having people help us that truly care about people, care about us and care about our position for the future.
Having our money grow tax free and being able to become our own lender as well being able to be a lender to other people or companies is an enjoyable position to be in.
And now we can get help with our supplemental insurance as we enter our retirement years.
After 10 yrs my only mistake was not starting sooner. Thanks Tom!!! – Stan Keim
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