3 Best Gold IRA Investment Companies Near Me in Westminster, CO – Retirement Planning Services
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Strategic Wealth Designers
ADDRESS: 11030 Circle Point Rd Suite 140, Westminster, CO 80020, United States
NUMBER: +1 720-615-1978
DESCRIPTION FROM BUSINESS: Strategic Wealth Designers is an independent financial planning firm serving Westminster, CO. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs.
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 – Tyler Walbridge of the Westminster office of SWD did an excellent job of spending over an hour discussing our options and showed us a Financial Analysis with two different scenarios. He was patient, knowledgeable, very personable and had an excellent sense of humor. – Steve Kaye
REVIEW #2 – SWD always goes above and beyond for their clients. They are always willing to answer questions and help guide their clients in the right direction. Couldn’t recommend them enough! – Kylen McMullen
REVIEW #3 – Strategic Wealth Designers is a top-notch firm with great staff! – Abbea Robinson
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Financial Retirement Group
ADDRESS: 8774 Yates Dr #130, Westminster, CO 80031, United States
NUMBER: +1 303-996-9898
DESCRIPTION FROM BUSINESS: Build Your Future with a Powerful and Genuine Connection. We employ tools from some of the largest financial institutions in the world. Tools which may protect your retirement assets from any loss due to the stock market… While still participating in the upside of the stock market as well. Tools that contractually guarantee retirement income to you for the rest of your life if you run out of your own money. As you plan for retirement, you want to give yourself every possible advantage…
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 have been working with the Financial Retirement Group for over two decades. They have done all the heavy lifting for me, and guided me through choices and options, to provide me with all the financial security I will need for the rest of my life. Working with Ben, Bob, Mike, and Andrea, has been a great joy. They are so caring, and are always looking out for my best interests. I am so glad to have them in my life, and I highly recommend them for ALL your financial planning. – James Baumann
REVIEW #2 – My husband and I have been clients of the Financial Retirement Group for many years and are very satisfied with their service to us. Bob, Ben and Mike are excellent at keeping us updated on our investments and informing us of new opportunities that could be of benefit to us. They are very good at answering any questions we have with patience in a way that is easily understood. – Olivia Smith
REVIEW #3 – I have used the Financial Retirement Group for over 15 years. They have solidified my income and allowed me to retire with additional funds. The customer service provided by Ben, Bob, Andrea and Mike has been great and they have always supplied me with forms, documents and answers when needed. Recently I sold a business and was looking for a path forward on how to save the most money and have the most income. I interviewed 4 other investment services, I should have started with them and ended with them. They did me a solid. – Andy Buck (Buck)
REVIEW #4 – The folks at The Financial Retirement Group have treated us with great respect and kindness. They fully understand their responsibility of providing us with sound financial advice so that we can retire in peace. They are there for us when have questions and are actively reaching out to us making sure we are comfortable with our options. It has been a wonderful experience having The Financial Retirement Group in our corner. – Jill Gardunio
REVIEW #5 – I would like to say thank you to the Financial Retirement team. Your team was a major contributor in allowing me to retire 7 years earlier than expected and enjoy priceless time with my wife and grandchildren. The investments I was introduced to were suitable. They currently allow us to enjoy all things we love to do without the worry of running out of money. I know our money and investments are in good and secure hands with your team. Thank you – Sam DiSalle
REVIEW #6 – Everyone over at The Financial Retirement Group is easy to work with and responsive, they listen and have good solutions to any concerns that might come up, and most importantly their financial offerings consistently seem to give me confidence in my investments. For suitable, solid financial advice FRG is a great choice. – Joe Chughtai
REVIEW #7 – My wife and I were referred to Ben at FRG through my mother-in-law. I had called Ben to help me with my 85-year-old mother’s finances to help secure her funds and future after selling her home of 50 years. Ben and Mike not only helped my mom feel comfortable about her finances but gave us financial advice to allow her to have access to money if needed but also to secure her to live a comfortable life. Ben and Mike proved their mission statement was correct, they empower their clients by developing accurate and timely financial information to provide a lifetime stream of income. My wife and I now have FRG Ben and Mike managing our financial portfolio. My only regret!! I wish I would have met them when I was younger. Under their financial advice I feel comfortable saying we will feel comfortable about our finances when we retire. – Brian Willmarth
REVIEW #8 – I’m not sure how many years I have worked with Ben, Bob and Michael. At least 20 I know. They helped my parents before that. When I didn’t have much, they encouraged me and treated me like I was their biggest customer. When I retired and my Corp 401k tanked, lost half, they coached me and helped me pull the pieces together. With their help, I can, at 78 with an 86 yrs. old husband, be relaxed about the future and know we don’t have to depend on my kids – and may even have some left for them to enjoy. Thank you @TheFinancialRetirementgroup for being here for me. – Diane Dinkmeyer
REVIEW #9 – FRG is not only a Financial Institution, I look at them as my personal financial umbrella when it comes to my financial security. In today’s world, many have tried to obtain my accounts with promises of protecting my assets. This company has proven over and over they have the experience and skill set to manage my funds so I can plan my retirement with confidence. I strive to meet my personal goals and dreams in my life, however, part of that success is knowing this team has my back and I do not need to worry about my retirement funds. I am confident with FRG. – Camillo Disalle
REVIEW #10 – When I wanted to retire after 45 years of “the grind”, I quickly became overwhelmed by the complications of products and processes that the financial sector offered to me. Blessed by a referral to FRG, their expertise, personal analyses, and outstanding client care, I gratefully met my income goals and after almost 12 years together, I continue to feel confident in my income stream and valued as a customer and friend. – Laura A Brodsky
Kendra Johnson- Financial Framework, LLC
ADDRESS: 8774 Yates Dr #308, Westminster, CO 80031, United States
NUMBER: +1 720-362-1225
DESCRIPTION FROM BUSINESS: Hey there, we’re Financial Framework, LLC, your dedicated Retirement Planner in Westminster, CO! I’m Kendra Johnson, and I specialize in providing tailored financial solutions to educators like teachers, principals, and bus drivers. At Financial Framework, we focus on your financial well-being, from student loan forgiveness to retirement planning and life insurance. We’re all about helping you secure your financial future, no matter your current situation. Let’s work together to build a strong financial framework that lasts a lifetime.
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 – Kendra Johnson has been so helpful for my husband and I as we make decisions about our 401K and finances. She has taken the time to explain things well to us and helped us to figure out how to get through the paperwork we needed. She is knowledgeable and cares to help you get the best situation you can with your finances. I highly recommend her. – Wendi Witter
REVIEW #2 – Kendra is amazing. She is quick to respond to questions and very knowledgeable. I trust that she has our best interests in mind and she does a great job of explaining our options to us every time we meet. – Christina Everett
REVIEW #3 – Kenda is the best of the best. She truly want to help people. She is in this to help people not just make money. I trust her with all my financial assets. Thank you for all your hard work Kendra 🙂 – John Kline
REVIEW #4 – Kendra Johnson has been very patient and helpful with my home and car insurance! Very pleasant to work with and appreciate her help. – Mary Claire Smith
REVIEW #5 – Kendra is amazing to work with!! She is so knowledgeable about retirement planning, student loan repayments, does amazing work for educators, and so much more! If you are in Colorado, Nebraska, or Arizona, be sure to reach out to Kendra to learn how she can help you plan for your future!! – Makenna Pickering
REVIEW #6 – Kendra always takes time to go over our insurance coverage and makes sure we have the needed coverage. She has done a thorough explanation of what retirement planning/savings looks like for us. I feel confident that her suggestions will help us in the future. I also appreciate how quickly I receive responses from her! Definitely a great insurance agent/financial planner. – Stacy Benson
REVIEW #7 – When all other companies gave me excuses and reasons why they couldn’t meet my needs, Kendra said, “no problem”. She found me the insurance packages I needed at reasonable prices, all with a wonderful, personable, professional demeanor. It was truly a lovely experience working with her. – Elsa King
REVIEW #8 – Kendra is the best agent I have worked with. She is always 100% behind what *we* need and not what other people think we need. She goes above and beyond to get us the right coverage and is there when things have gone wrong, helping us get back to normal. I recommend her without hesitation to everyone I know! – Kim Klimek
REVIEW #9 – My agent Kendra Johnson is the absolute best! She’s professional, knowledgeable and always makes me feel better about my future after talking with her. I can rest easy knowing that she’s got the answers to all my questions and needs. – Trent Chikuma-Rozmiarek
REVIEW #10 – She is attentive and knowledgeable. She cares for her clients. She makes sure to educate them on multiple aspects of insurance and retirement planning. All in an effort to put them in the best position to be financially fit for the long term. – Joel Johnson
REVIEW #11 – Kendra is knowledgeable, conscientious, and to the point. You won’t find a better financial person to work with – Karl Keller
REVIEW #12 – Kendra is the best. Quick and easy service with great coverage – Joe
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