4 Best Gold IRA Investment Companies Near Me in Augusta, ME – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Jason Macdonald – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 150 Capitol St # 1, Augusta, ME 04330, United States
NUMBER: +1 207-213-6007
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Best decision I ever made. I have a portfolio and financial planner that work for my future. I highly recommend investing with Ameriprise financials. – Brian EJ Sears
REVIEW #2 – We recently became clients of Ameriprise Financial Services and Jason and everyone has made us feel so welcomed and comfortable. We feel so value right from the beginning. – The Viles
REVIEW #3 – We had a great experience. Sarah was very knowledgeable and understanding of our situation. She’s willing to adapt and work out a plan that meets our needs 😊 – Claudia Salas Lyman
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Sovereign Wealth Management
ADDRESS: 160 Capitol St # 3, Augusta, ME 04330, United States
NUMBER: +1 207-530-9008
DESCRIPTION FROM BUSINESS: Sovereign Wealth Management is an independent, fee-only, fiduciary wealth management and retirement planning firm dedicated to helping individuals and families across the State of Maine and beyond grow, protect, and preserve their hard-earned savings.
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 – My husband and I have trusted Jeff with our investments since 2020. He regularly communicates with us via email about the ups and downs of the market. More importantly, we appreciate that he is easily reached by phone and email should we have need of his input. – K. Fusselman
REVIEW #2 – My past experience with financial advisors has been unremarkable : fair to poor. But, as they say in the South, “Every now and then even a blind pig finds an acorn.” Finding Jeff has been an absolute game changer. I trust him implicitly and am astounded by the impact his management has had on my portfolio. Thank goodness I followed his lead into Bitcoin. – Glen
REVIEW #3 – Jeffrey has been our fiduciary since he was a partner in another firm. His grasp of wealth building is extraordinary, mitigating loss and maximizing gains. He has skillfully steered our portfolio away from the doomers and, even as an early bitcoin enthusiast, has also kept our investments safe while growing at a fantastic rate over time. The last decade has been a rollercoaster ride of steep dips and soaring heights, and through it all Jeffrey has made us a lot of money. I always recommend to friends and family to have a fiduciary manage their IRAs and I always recommend Sovereign Wealth Management. – Richard Bundy
REVIEW #4 – Working with Jeff and the Sovereign Wealth family has been the key to being able to retire in confidence. We have never been wealthy, but what we have has grown under their experienced and professional direction, and we can relax and enjoy our life, knowing our money is being expertly managed. – Arlene Jacques
REVIEW #5 – Working with Jeff at Sovereign Wealth Management is such a pleasure. His forward looking strategies are matched by a great sense of humor & the ability to clearly explain the details of the mechanics of investing. – Chris Saulnier
REVIEW #6 – Jeff Truchon of Sovereign Wealth Management is a very focused, encouraging, accessible and knowledgeable investment professional. Jeff faithfully communicates one or more lengthy analyses (per week) of current market performance. My career-long risk-averse investments (through my employer) have hit overdrive under Jeff’s leadership. I couldn’t be happier. I 100% recommend Jeff and Sovereign Wealth Management for your retirement investment management. – Shelley Breton
REVIEW #7 – Having worked in the financial services industry for over 30 years, I had the opportunity to establish relationships with many financial advisors. Without reservation, Jeffrey is the best advisor I have known.
Jeffrey is professional, personable, and passionate. He has a genuine interest in achieving the best for his clients and consistently works with integrity to provide sound financial guidance. He has taken a proactive approach -always keeping in mind our retirement expectations- to create a successful investment strategy.
His expertise, attention to detail, and ongoing communication are, in my experience, unmatched. My husband and I are extremely pleased that our finances are in his care and have no hesitation in recommending his services to others. – Peggy Gilman
REVIEW #8 – We have been associated with Jeff Truchon, CEO of Sovereign Wealth Management, for several years now. Jeff has expertly guided us in our financial management decisions and we could not be more pleased with the results. Our portfolio is very well diversified to include Microstrategy stock (Bitcoin). Jeff is arguably a smart forward thinker who knows more about the lucrative Bitcoin than most other financial experts in America. – christine fecteau
REVIEW #9 – We are wholeheartedly pleased with the weekly detailed open communication that Jeff provides us via email. His dedication and willingness to improve his craft as a financial planner while providing honest feedback has been the cornerstone of our trust. Wealth management strategies made over the past year have impacted our portfolio in a positive way adding to the confidence level and trust we have in Sovereign Wealth Management.
We appreciate your commitment and effort over the past year in providing us with a top-notch financial service. Thanks again – Dave and Doris Ouellette
Pine Harbor Advisors
ADDRESS: 45 Memorial Cir #104, Augusta, ME 04330, United States
NUMBER: +1 207-761-4733
DESCRIPTION FROM BUSINESS: Pine Harbor Advisors is an independent financial planning firm with offices in Augusta, Maine. We help individuals, families, and employers with Maine connections pursue their financial and retirement planning goals across the State of Maine and country…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – David Hanson took his time answering my questions and detailing next steps. I felt much better about my financial outlook after meeting with him. He was kind and efficient. I feel confident following the recommendations he made. Thank you! – A B
REVIEW #2 – I worked with this company since 2013 and they have helped me get set up for retirement. Now that retirement is here, they are really helpful in navigating how live comfortably and enjoy my retirement years. – Mary Whitten
REVIEW #3 – We received excellent service. Carl is always timely and easily accessible. He is very personable and took his time reviewing our financial picture and plan to guide us down the right path. We look forward to continuing our relationship working towards our financial goals. – Joanne Bucci
REVIEW #4 – Carl is always helpful. He and the IIS team is available to answer questions, provide timely information, address concerns and available to meet. We continue to experience this excellent service that his mother has provided to us for decades. – Paul Gilbert
REVIEW #5 – As always, Carl was knowledgeable about my accounts and offered sound suggestions to manage my retirement. I enjoy the annual meetings and have been professionally served for over 30 years by these guys. – Gerard Madden
REVIEW #6 – Meeting with Carl was very informative and helpful as always. Carl always explains things in a manner that is understandable to all and allows you to make you own decisions regarding finances. Highly recommended. – Ronald Rioux
REVIEW #7 – Carl is very good at explaining options and helping to determine a clear path based on the person he is working with. I brought my 90 year old parents in to work with him and they left feeling like he was someone they could trust and who would provide a service that worked for them. – Beth Maddaus
REVIEW #8 – Carl is professional, personable and very knowledgeable. We have referred our family members to him and trust him to guide us with our investments. – Cherie Wenzel
REVIEW #9 – David is always professional, knowledgeable and cares about me as an investor .He remembers things about my family and is interested in assisting with my finances as well as future planning . He helps me understand my long term financial options . Highly recommended. – Norleen Fleming
The Mendall Financial Group LLC – Raymond James
ADDRESS: 320 Water St, Augusta, ME 04330, United States
NUMBER: +1 207-621-2626
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 | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had the pleasure of being a client of the Mendall Financial Group for over 10 years. They are attentive, detail oriented and clearly prioritize making sure their clients’ investments, and financial life goals, are as successful as possible. The fact that they are also a family run business, who happen to be a particularly lovely family, is an added bonus that infuses a level of warmth and care that is unique. I can’t recommend them highly enough. – Elizabeth Helitzer
REVIEW #2 – I’ve had a tremendously positive experience with the Mendall’s spanning over three generations. All advisors provide sound advice and recommendations for the financial goal and objective to best serve the client. – Kayleigh Ballantyne
REVIEW #3 – Very happy with the financial advice that I received from Max. He covered everything from retirement, a college fund for my daughter, buying an home, and everything in between. Very articulate when I asked for details about investing or saving for specific life goals. I feel much more confident moving towards retirement. That I am not too late and too small with what I have saved so far, and that I can achieve my goals before and during retirement. I highly recommend Mendall Financial Group for anyone seeking a financial plan. – Tyler Hartley
REVIEW #4 – I’ve been using Mendall Financial Group for many years now. Not only do they really know their investing, but they are there for you when things are challenging. They really stepped up to the plate and help me and my parents through some tough financial investment decisions. They are knowledgable, trustworthy, and very relatable. I can’t say enough about this incredible group of professionals. I highly recommend them! – Nanette Giacoma
REVIEW #5 – Our experience with the Mendall Financial Group has been exactly what we have been looking for! Peter Mendall and the group are thorough, personable, insightful, as well as focused on our financial goals while maintaining a caring and thoughtful approach. Peter and the Mendall Financial Group have exceeded our expectations, and we highly recommend them! – Jon Marston
REVIEW #6 – These folks are REALLY GOOD. They’re very skilled, polite, professional, and nothing ever slips through the cracks. I would be shocked if you are not totally happy with them managing your investments. They even tailored our investments to avoid certain industries (e.g. tobacco). We have recommended them to friends, and they’ve handled investments for some of our older relatives. We trust them 100%! – Mark Kolligian
REVIEW #7 – I have had a lifelong relationship with the Mendalls. They have handled my money for 22 years and I am so happy with their stellar performance. These are wonderful people that care about their clients. I would highly recommend them. – jeanne curtis
REVIEW #8 – My mother and I have been working with Peter Mendall (and previously with Nina Mendall) for more than 25 years now. I have found them to be very professional in all of my dealings with them and I especially appreciate the years of experience that makes the team very knowledgeable in the financial world. – Linnay Wathen
REVIEW #9 – I highly recommend Kim Mondonedo, EdD, and Mendall Financial Group. I have been with them for a number of years and trust Kim’s advice. I like that this is a local Maine family business. Kim is former career military and has a special interest in assisting women in the health care industry, both single and couples, with investment decisions. Kim’s research for her graduate degree on how women avoid economic vulnerability while maintaining quality of life is very interesting. One of the most important things to me is Kim’s personalized approach. I feel like Kim took the time to get to know me and to find out what my investment goals were. She continues to be interested in me as a person and to stay up to date on my life and my goals as my status moved from actively employed to being retired. She has been upfront, honest, and realistic with me, but at the same time, she doesn’t dash my dreams. She works with me to figure out how I can do some of the special things I want to do within my financial means. So whether you are young and just starting out, in the middle of your career, or entering your retirement, I highly recommend Kim as your financial advisor. – Nina Mollicone
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