3 Best Gold IRA Investment Companies Near Me in St Joseph, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Becky Young
ADDRESS: 3012 Niles Rd Suite B, St Joseph, MI 49085, United States
NUMBER: +1 269-408-8499
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I trust Becky Young as a my professional investment advisor. Becky is efficient, detail oriented and absolutely the most financially knowledgeable person that I know. She understands my family needs and my retirement options, and looks out for my best interests. Having Becky on my side takes the worry out of investing, which is why I need a financial advisor. If you need someone to review your situation and help you make a better future, Becky is the one to call. – Paul Hicks
REVIEW #2 – Becky Young is awesome!! She helped our family set up 529 plans for our children. Super stress free and provided us with gobs of info. Love working with her! – JLN Studio, LLC
REVIEW #3 – Becky is a great source of financial advice. She will help you out the best she can – Joshua Young
REVIEW #4 – Becky Young has been my advisor for a few years. She’s knowledgeable about finances and always willing to go beyond in order to help you. – Tamara Gorzynski
REVIEW #5 – A great lady and excellent staff. Always attentive to the world markets. Glad to have her around. – matt balkin
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Family Focused Financial
ADDRESS: 2620 S Cleveland Ave, St Joseph, MI 49085, United States
NUMBER: +1 269-208-4237
DESCRIPTION FROM BUSINESS: Family Focused Financial is an independent financial planning firm serving southwest Michigan and northwest Indiana, specializing in retirement planning. As fiduciaries, we guide you to and through your Successful Retirement!…
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 – We have been with Craig for nearly five years. He helped us transition into retirement and has given us great peace of mind. He and his staff are knowledgeable, polite and professional. We have referred Craig to family and friends. We highly recommend Craig and Family Focused Financial. – Tim Alti
REVIEW #2 – Having Craig step into the process for our retirement plan has given us a great peace of mind. Helping us to understand, plan, and pull our financial resources together (staring later than we should have) and showing us how to maximize our efforts. In our conversations he has helped me to see and rethink many of our current lifestyle choices in order to gain a greater return towards our quickly approaching retirement. Trust worthy, knowledgable, Godly, and conservative are the cornerstones values to his life and practice. Thanks Craig! – Michael Cade
REVIEW #3 – Craig and his team have worked with us for almost ten years. Craig is professional, yet friendly and personable. He is patient and never makes us feel like we asked a stupid question. His team is friendly and willing to serve. We value these relationships.
Also, we value Craig’s expertise which has given us the information and confidence we needed with our finances. – Lynelle Watford
REVIEW #4 – My Husband and I met with Family Focused today. They truly lived up to the name! We had an amazing experience. Ryan was very knowledgeable and his passion for serving families in this way is authentic. He educated us in such a way we understood the material and felt comfortable to ask questions. We got everything we hoped for and more from our experience. We are customers for life. The staff are genuinely friendly. We highly recommend this company. – Healing Through Hope
REVIEW #5 – Craig and Martha helped us out on a holiday week when they were out of the office. They cared for my dad who was widowed unexpectedly. I can’t speak highly enough about their character and competency in ha deliver our finances. – Anthony Taylor
Wolf Financial Advisory
ADDRESS: 728 Pleasant St #4, St Joseph, MI 49085, United States
NUMBER: +1 269-982-1988
DESCRIPTION FROM BUSINESS: Wolf Financial Advisory is a full-service, Financial Planning, Tax & Insurance Firm. We have helped hundreds of families throughout Southwest Michigan pursue their financial goals…
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’m truly impressed with Wolf Financial Advisory! Their professionalism and dedication have exceeded my expectations. I’ve already invested with them and I’m very satisfied with the results. I felt confident and well supported from start to finish. Highly recommended for anyone looking for trusted financial planning and investment services. – Ibrahima Sow
REVIEW #2 – My experience has been great with Wolf Financial. Michael Rock has been working with me the last 3 years and he has been great. He has always been quick to respond and easy to communicate with. I would recommend them to everyone and anyone. – Michael Baumeister
REVIEW #3 – We have been working with Wolf Financial Advisory for the past 7 years. We first started working with Rob Wolf, now we are working with his daughter Sara. They are both very knowledgeable and caring with the advice they have given us for our financial future. We would highly recommend using their service for your financial planning. – Michael Astopenia
REVIEW #4 – We have been with Wolf Financial for many, many years. Rob and his crew have never steered us wrong. They are so very patient with me as I am the worrier…the opposite of my husband. We are now working with the next generation…Sara, Rob’s daughter, and she is a delight. Sometimes I think if I close my eyes when she is explaining things I’m sure it’s Rob sitting across from me. They have our complete trust. – Mary Parmley
REVIEW #5 – I can’t say enough good things about working with Jonathan Foster. From the very beginning, he took the time to understand my goals, explain everything clearly and offer thoughtful advice tailored to my situation. I never felt pressured, only supported. Jonathan’s not only knowledgeable and professional, but also incredibly approachable, which made the whole process a lot less intimidating. I feel more confident thanks to his guidance and I truly appreciate his ongoing communication and care. Highly recommend! – Erin Beidle
REVIEW #6 – We have been a client of Wolf Financial Advisory for multiple years.
We find them to be very professional. Sara is our advisor and she is always available and has given us great direction on our investments. We have moved out of state and they are still always available. Wolf and Sara go above and beyond. It doesn’t matter what our questions are they always take the time to explain and most definetly they listen to our goals.
Have suggested this firm to friends and our kids and will continue to do so. – Kevin and Denise
REVIEW #7 – For the last 8 years we have received some very good advice and recommendations concerning our properties, our investments, managing costs (especially taxes) and being financially prepared for our retirement.
When Rob discusses his recommendations, we really appreciate how he shares his reasoning, explains the costs and benefits.
Celebrating 30 years in business is a reflection of the commitment and hard work Rob and his team put in to being a responsible adviser. – Robin Ross
REVIEW #8 – Rob Wolf and his staff have done a fantastic job taking care of us for nearly 20 years! He always makes us feel that he cares about us and our goals and dreams! We are actually achieving our dreams right now due to his wonderful, professional advice!!! Thank you, Rob!!! – Chris White
REVIEW #9 – Rob and his staff have always held our interests first. They have provided valuable information that has allowed us to navigate the complicated financial landscape and to retire successfully. We appreciate them very much. – Ron Lois Reist
REVIEW #10 – Greatly appreciate your financial investment support, especially in the area of tax strategy during your retirement years. I’ve become aware that the implementation of a well-thought-through tax strategy is essential to ensure that you maximize your retirement investment assets. – ozzie52
REVIEW #11 – Wolf Financial Advisory was referred to me by a couple of happy co-workers and I have been very happy with the decision to follow their recommendations. I have found it a very comfortable atmosphere and everyone pleasant to work with. To me, that is huge in trusting someone else with the money that I worked a lifetime for, so I could enjoy retirement. – Jerry Lemaster
REVIEW #12 – My wife and I have been with them many years. Have had NO problems with them. They stay on top of everything and have made good recommendations to us. Rob and Mike are good people! – Jon Harner
REVIEW #13 – Rob Wolf and his staff are smart, caring people who listen and understand my financial goals. They offer options specific to my goals and values — no cookie cutter financial planning. Highest recommendation. – Jackie Adams
REVIEW #14 – The whole staff at Wolf Advisory go out of their way to make you feel at home, along with bringing out their knowledge to help you and your family with any financial questions and investment needs. They are a sharp group of people with answers to your questions. – Douglas Dupuie
REVIEW #15 – The Wolf Financial Advisory process is not only thorough, but comfortable and thought provoking as you consider and create a financial and life plan for the near, mid, and long-term future.
The entire staff is consistently thoughtful, responsive, and professional.
I’m so glad that a friend referred me to Rob and his team. I encourage you to check them out. – Douglas Broehm
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