4 Best Gold IRA Investment Companies Near Me in Bloomington, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Webb Financial Group – Wealth Management
ADDRESS: 8120 Penn Ave S #177, Bloomington, MN 55431, United States
NUMBER: +1 952-837-3200
DESCRIPTION FROM BUSINESS: Webb Financial is an experienced Independent Wealth Management firm, located in Minneapolis. We are one of the few investment firms in town who can say “We have been in business serving clients since 1981…
OFFICE HOURS
| Mon | 8:30 AM – 3:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 3:30 PM | |
| Wed | 8:30 AM – 3:30 PM | |
| Thu | 8:30 AM – 3:30 PM | |
| Fri | 8:30 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I discovered Webb Financial Group through family friends who have trusted WFG for many years. Working with their team has been an outstanding experience. Their guidance and expertise have been invaluable in shaping my investment and retirement strategies. I only wish I had found WFG 15 years earlier! – Kevin Hurd
REVIEW #2 – I have been working with Gary and the Webb Financial Group for over ten years and have been very happy in my dealings with them. Anytime I have concerns or questions I get a very quick answer and additional suggestions as well. Even though I now live out of state, I have good contact with them and would recommend them highly with help on building towards retirement. – Andrew Jacobson
REVIEW #3 – I have been a client of Gary Webb for approximately 20 years. In that time Gary has always communicated with me frequently and openly and we have an excellent working relationship. His advice and guidance has always helped me understand what happens and why with my investments and also helped me to see good, steady results in my portfolio and retirement planning. I highly recommend Gary and his team of caring, skilled professionals! – Nancy Ruvelson
REVIEW #4 – Webb Financial keeps me informed and up to date on my investments. Any questions that I have had were answered on the spot. Excellent service. I would recommend Gary and his team to anyone interested in working with one of the best. – WILLIAM KENNEDY
REVIEW #5 – Our experience with Webb Financial has been positive. We are kept well informed and up to date on our investments. The service we have received from the entire staff has been excellent and we feel we could not have retired when we did without their guidance. – Jackie Goodlund
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Clerestory Advisors, Inc.
ADDRESS: 3001 Metro Dr #220, Bloomington, MN 55425, United States
NUMBER: +1 651-209-2610
DESCRIPTION FROM BUSINESS: Clerestory Advisors is a fee-only financial planning firm in Bloomington, Minnesota, helping couples, independent women, and young professional families across the Twin Cities area of Minneapolis–St. Paul, prepare for 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 – My husband and I have partnered with Clerestory Advisors through many stages of life—from our early years as young professionals to preparing for children, navigating job losses, planning for education, managing home projects, and thinking through retirement and estate planning. Throughout it all, their advisors have been thoughtful, personable, and incredibly helpful, consistently aligning our financial plans with the realities of each life stage. We’ve felt supported every step of the way and highly recommend them. – Karen Hager
REVIEW #2 – As retirement neared, my wife and I sought a financial planner for advice and management of our retirement funds. We talked with a number of firms and chose Clerestory because they seemed most aligned with our retirement goals. We’ve been pleased with our experience over the past four years and impressed with Clerestory’s responsiveness to our questions and concerns. As my wife and I have needs for different levels of communication when it comes to financial planning we particularly appreciate their ability to tailor discussions to address our individual understandings of investments and investment strategies. – Will Weisert
REVIEW #3 – Trust–We trust Clerestory to manage our assets and to give us sound advice.
Fiduciary—It is important to us that Clerestory is a fiduciary advisor firm and thus are legally bound to act in our best interest versus a brokerage firm.
Liz and Joe are very knowledgeable and have done an outstanding job in getting us ready for retirement and now being able to enjoy retirement and knowing we will be financially sound. It gives us such peace of mind. Plus they are such nice people! – Karen Alf
REVIEW #4 – Working with Clerestory Advisors has been a great benefit for our financial growth and general ‘life’ business. We have received thorough and timely responses from Clerestory as we navigate the necessary financial changes needed for a growing family. We enjoy working with Clerestory and recommend them to any young and growing family. – Megan Thole
REVIEW #5 – We have been working with Clerestory for many years and are so appreciative of their efforts to prepare us for retirement and now working with us during these retirement years. They are very responsive, client focused and always have our best interests in mind. Our annual meetings are super productive and any follow up actions are always addressed in such a timely fashion. We would highly recommend them to anyone, whether early in your career and looking to the future, close to retirement or in retirement, their experience and consultation is exemplary!!!! – Brad Yopp
REVIEW #6 – Clerestory Advisors has been an excellent retirement planning firm. For me it has made me very comfortable in retirement and secure. They have analyzed me to a ripe old age and if I obey all the rules and stay within my budgets I will have a nice long and happy retirement, I feel they’ve invested wisely for me or at least diversified my IRA into funds in my favor. I would recommend them to anyone. Mary Ellen Lloyd. – Mary Ellen Lloyd
REVIEW #7 – We have been working with Clerestory Advisors for more than ten years and we greatly appreciate the ways in which they have assisted and educated us in planning for the latter part of our working years and now in retirement. I think their approach is very individualized to each client and great effort is made to listen, to understand, and then to present concrete paths to reach goals. Clerestory Advisors has also assisted us in finding professionals in estate planning and year end tax help so that when necessary, these advisors can communicate with each other seamlessly. But what really sets this company apart is the way in which they express genuine interest in our lives and are transparent and highly ethical in all interactions. I have great confidence in their work. – Suzanne Lauer
REVIEW #8 – Clerestory Advisors we’re recommended to me at a very difficult time in my life- after the loss of my husband. He was the one who managed our investments. Tom, Liz and now, Joe have patiently guided me through all the options available to me. They have secured my future. Not only have they been the financial guides I needed but, they are genuinely concerned for my welfare. I am so blessed to have them in my life!
If you are looking for caring, honest financial guidance look no further than Clerestory Advisors. – LUCINIA COLES
REVIEW #9 – I have been a client of Clerestory Advisors for many years, and I can’t thank the team enough for all of their guidance. I started with them when I was single professional looking to make wise financial decisions at the start of my career. Now, I have a growing family. The team is knowledgeable, professional, responsive, attentive to detail, and extremely supportive. My husband and I have relied on them for every financial decision, especially during a very volatile market, throughout many life changes. Also, my husband is a veteran, and the team was very helpful navigating through the military system. Thank you so much Elizabeth, Joe, Tom, and Cindy! Vivian and Matt – Vivian Chin
Creative Planning
ADDRESS: 3800 American Blvd W #1000, Bloomington, MN 55431, United States
NUMBER: +1 952-563-6800
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We were advised to look at Creative Planning about 10 years ago from the owner of my company that I worked for. Our Company was based in Overland Park, KS and our owner happened to utilize Peter Mallouk as his Financial Planner, when Peter first started Creative Planning.
My wife and I both entrusted Creative Planning and our Financial Planner to get us on a path to retirement. I was able to retire early at 59 and my wife is set to retire next year at 60. In no way could we have gotten to where we are at without our Financial Planner and the integrity of Creative Planning. – Brad Kielsa
REVIEW #2 – Always easy work with and are very responsive. They are attentive to all aspects of financial planning (investment, tax strategy, roth conversion considerations, medicare and insurance support, trusts/wills, and portfolio management. Very confident working with our team. – lowell stolte
REVIEW #3 – We have had an incredible experience with Nate Wenner and Kyle Schrieffer at Creative Planning. They handle our account with the upmost professionalism and expertise. We are confident we have our future in very good hands. – Cathy Reither
REVIEW #4 – Travis and Amy provided excellent customer satisfaction in reviewing my investment portfolio, making several investment changes while maintaining a diversified portfolio! I really like working with this team and it’s easy to see why Travis is a leader in Barron’s surveys! – Frawley Steve
REVIEW #5 – Mike and Mikayla are very skilled at their work. They presented a comprehensive review not just of our investment portfolio, but of our entire estate plan. They have made some wise investment and tax decisions that enhance our total return. They also listen to our questions and answer them to our satisfaction. They have given us peace of mind with our investment portfolio. – Arnold Weimerskirch
REVIEW #6 – There isn’t a more professional or capable team out there than Travis and Amy. If you want to have a successful portfolio and worry free life I would HIGHLY recommend them and Creative Planning. What a great team! – Charles Schatz
REVIEW #7 – I have been working with Creative Planning for several years now. Upon retirement, I felt I needed guidance to navigate my financial future. The staff at Creative Planning has ALWAYS met, or exceeded my expectations. Any and all inquiries by me have been immediately addressed. My main contact, Mike Giefer, has made it a priority to learn and address my financial needs and has made available to be a variety of financial instruments to keep me on track to exploit and maintain my financial well-being. In addition to our bi-annual ‘check in’ to be sure we are meeting our goals — Mike and his team at Creative Planning are always on the ready to guide and assist my financial needs. The peace of mind I get from knowing that I have experts ‘in my corner’ is in itself priceless. – David Kwiat
REVIEW #8 – Creative Planning has been exceptional in handling our retirement planning. Their expertise, personalized approach, and attention to detail give us complete confidence in our financial future. They take the time to understand our goals and provide clear, strategic advice that aligns with our needs. The entire team is knowledgeable, responsive, and truly committed to our success. We highly recommend Creative Planning for anyone seeking top-tier financial guidance. – Georgiann Bartylla
REVIEW #9 – Working with Creative Planning has offered a lot of relief and sound guidance for my family’s long-term goals. We appreciate the comprehensive services that are offered. We are listened to, treated well, and given helpful guidance and options when it comes to decision-making. – Kasya Willhite
Hance Financial, LLC
ADDRESS: 3600 American Blvd W #120, Bloomington, MN 55431, United States
NUMBER: +1 952-445-6482
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 – John, Evan, and the whole team have been awesome to work with. They’re easy to talk to, super responsive, and always make things clear and stress‑free. I feel really confident about my financial plan thanks to them. Highly recommend! – D DuLyn
REVIEW #2 – John has been my financial advisor for years. His commitment to his clients needs and growing their financial portfolio is always top of mind. He has a passion and love for his business. Would highly recommend John for your financial advise needs – Roxi Elfering
REVIEW #3 – I have been investing with John since 2020. He is very knowledgeable and has done great things with my portfolio. I look at it twice a year with him as we discuss any changes or updates in my file and I’m always pleasantly surprised! I never look at it in between visits because I trust that John’s got this! I send everybody his way – Sadie Varpness
REVIEW #4 – John, Evan, and the entire team at Hance Financial are world class. Why? Because they listen. They care. My experiences in the Financial Advisor market was dim until I met John and his team. I feel that not only is my money safe in their hands but that they truly care about me as a person and my financial goals. I’m so grateful to have been introduced to this great team. My writing this review is motivated by my less than ideal past experiences and me wanting to support others in finding the financial security and ease of experience that now brings me peace. – LUCIANA PASSERI
REVIEW #5 – Creating a plan for my money/wealth management was intimidating but WELL worth it. Seven years ago, John patiently answered my questions and put my mind at ease. Today, my mutual funds can speak for themselves. Slow and steady wins the race. Hance Financial has my family’s best interest in mind. – Jim Gardner
REVIEW #6 – John provides a great balance of knowledge and support. He was there for us on our life insurance expansion plan and remains a connection to this day. We found him to be very knowledgeable and personable – a great combo! – Colin Post
REVIEW #7 – John is sharp, honest, and refreshingly straightforward. He cuts through the noise, explains the “why,” and helps you make smart decisions without feeling overwhelmed. If you want a financial planner who treats you like a human, he’s your guy. – Josh Thue
REVIEW #8 – John and Evan are excellent at what they do. Providing customer service second to none. I recommend them to any one who needs any financial advice and wants to set there company up with a 401k and IRA. Thank you guys!! – Travis Cuppy
REVIEW #9 – I highly recommend John as a trusted referral partner for my estate planning clients. What truly sets him apart is the time and care he takes to genuinely get to know each client on a personal level. He doesn’t just offer a service-he builds lasting, meaningful relationships.
My clients consistently feel heard, respected, and supported, not only in the present but with a long-term perspective that considers future generations as well. That depth of care and relationship-building is rare and invaluable, especially in work that impacts families for years to come.
I trust him completely and confidently refer my clients knowing they will be treated with integrity, professionalism, and genuine personal attention. – Lisa Haster
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