3 Best Gold IRA Investment Companies Near Me in Watkinsville, GA – Retirement Planning Services
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Ability Wealth Group
ADDRESS: 3651 Mars Hill Rd Building 1500, Watkinsville, GA 30677, United States
NUMBER: +1 706-530-2805
DESCRIPTION FROM BUSINESS: Ability Wealth Group is a financial planning firm that focuses on helping families with loved ones who have special needs navigate life’s financial challenges. They provide comprehensive financial planning services tailored to the unique needs of these families….
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 don’t know how I could have navigated such a difficult financial situation for my disabled cousin without the incredible support and dedication of Ability Wealth Group. Jason Norton, along with his entire team, consistently went above and beyond to ensure that we truly “left it better than we found it.” I am deeply grateful for their hard work and care. – Tena Daniel
REVIEW #2 – My wife and I have been associated with Jason Norton for many years. He is a trusted friend, financial advisor, and counselor. – William Powers
REVIEW #3 – Ability Wealth has really helped us to plan for the future needs of our family which has given us a peace of mind. – Megan Smith
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Stearns Retirement Group – Watkinsville
ADDRESS: 1047 Summit Grove Dr Suite 305, Watkinsville, GA 30677, United States
NUMBER: +1 706-769-3346
DESCRIPTION FROM BUSINESS: We are a local independent financial investment firm that focuses solely on the needs of those close to and in the retirement life stage. Our mission is to help clients to avoid their biggest fear—outliving their money…
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 – Our experience with Stearns Retirement Group has been exceptional. Frank and Nick did an excellent job of explaining the Stearns investment strategy. Andrew was a huge help in implementing the investment process. The entire staff has been professional, prompt, and courteous. We look forward to working with them in the future. Donna & Mark – Donna Waterman
REVIEW #2 – From day one, I felt comfortable trusting my retirement to Stearns Retirement Group. It is a well run organization staffed by people of high integrity. Their passion is to provide reliable retirement income while protecting my nest egg. They are helpful, dependable, and always available for my questions. I recommend SRG to all of my retiring friends. – Mike
REVIEW #3 – I have used Stearns for over 10 years and they are knowledgeable, personable, and reliable. Highly recommend them to anyone wanting to be wise with their money and future. – David Holt
REVIEW #4 – I’m so glad I found Stearns Retirement Group. It truly is one of a kind, and the team that works there is always so kind and receptive. I always feel heard and taken care of when I come in. They are different from other advisors that I’ve seen, and I can’t recommend them enough. – Jonathan Rhudy
REVIEW #5 – Very professional and with a deep knowledge are people in the group. Meetings with them are always a pleasure. It’s nice to feel that somebody takes care of one of your life problems. – Victor Olman
REVIEW #6 – The Sterns team has been great in every way. They’ve done exactly what they said they would, and their people are honest and straightforward. They keep me informed, and I have complete confidence in them. – Mike Ratti
REVIEW #7 – In October we attended a seminar given by the Stearns Retirement Group. We were satisfied with our current financial advisor and big name company but were looking for additional information concerning retirement planning more than considering a change to our financial advisor. While impressed with the Stearns team and their philosophy, we weren’t ready to make any changes but later we did meet with Dave Stearns to review our investments and talk through their view of our investment strategy. Over the next few months we gave it more thought, met with Dave again and decided the Stearns strategy was more appropriate for our needs. It was a difficult decision because we had no issues or complaints with our current advisor. We made the transition several months (June) after our initial meeting and feel confident in that decision. The Stearns organization is very professional, efficient, and leaves you with that feeling of being part of the Stearns family. Everyone we have worked with has been great. I would highly recommend you consider them for your financial planning needs. – Alan Langston
Oglesby Wealth Strategies LLC
ADDRESS: 1024 12 Oaks Dr Ste 105, Watkinsville, GA 30677, United States
NUMBER: +1 706-795-2597
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| 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 met Mindy O. when she assisted my Parents and I highly appreciate her help then. Now, she and Sarah are helping us. These 2 Ladies are always nice, attentive and helpful. We’ve received fantastic counseling here and we’re grateful for it. My husband and I know that we have someone that wants success for us with our finances and healthcare. Thank you Ladies!
I fully recommend Oglesby Wealth Strategies! – Lydia Langford Joiner
REVIEW #2 – I have known Mindy for many years and have always admired her work ethic and knowledge of the financial industry. She helped my parents fully utilize their proceeds after the sell of our childhood home. My parents were of a mindset to put funds into a CD, and she has gone way above and beyond to prove to them there is so much more out there! I’d refer Mindy to anyone that is unsure of investing, or needs help achieving financial security! Job well done!!! – Julie Cothron
REVIEW #3 – Mindy is not a lazy financial planner that just sets it and forgets it. She works for her clients and reviews their portfolio to ensure they are in the best position for their situation and goals. She truly cares. I highly recommend her! – Michelle Hancock
REVIEW #4 – My wife and I have known Mindy Oglesby since she was a teenager. We know her well both personally and professionally. Mindy is one of the hardest working people that we know and she is a woman of great character and integrity. Professionally she was a big help to us in finding great deals on life insurance and she is brilliant with investments and financial planning. We recommend her highly and without reservation. – Jon A.
REVIEW #5 – Mindy is both a kind and detail-oriented person, the best combination when you are doing financial planning and making big decisions. She helped my wife and I with Medicare selections and setting up a retirement annuity account. We highly recommend her and continue as clients with Oglesby Wealth Strategies for future needs. – Gary Evans
REVIEW #6 – Julia and I have worked with Mindy for many years. We believe she is one of the Lord’s chosen instruments to help people with their financial and health insurance needs. We HIGHLY recommend her to anyone in need of these services! – andy hines
REVIEW #7 – Mindy is so personable and easy to work with. Her knowledge of investments and finance is unparalleled. And she is so accessible, reachable by cell, text and email. I highly recommend Oglesby Wealth Strategies LLC. – Mark Alewine
REVIEW #8 – Mindy was kind and personable as she spent time and attention to detail to set me and my husband up for our future with our finances. She was patient and understanding as we navigated huge life changes through the process. – Mary Gordy
REVIEW #9 – I have been very impressed with her ability to be relatable and interested in knowing who our family is, and what values we have. It means that the financial planning makes sense for us rather than a cookie-cutter, or one-size-fits-all approach. – Roderick May
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