4 Best Gold IRA Investment Companies Near Me in Burnsville, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Wealth Enhancement Group
ADDRESS: 350 W Burnsville Pkwy #600, Burnsville, MN 55337, United States
NUMBER: +1 952-895-1670
DESCRIPTION FROM BUSINESS: The Burnsville MN team of financial advisors are ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor.
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 – We have worked with Wealth Enhancement since 2018 just prior to my retirement in 2020. Since working with Preston to balance our portfolio and put a plan in place for retirement. From our 401k to IRA’s, both traditional and ROTH, we needed professional guidance and a team to help with our goals across the complex rules. I also wanted someone who could be there for each of us in case the unexpected happened. We are well ahead of our goals, even with COVID, and feel grateful to the team for their support. I would highly recommend their services and only wish I had done it sooner. – Len Hoffmann
REVIEW #2 – We joined Wealth Enhancement and the Preston Koenig Team in 2017 before retiring in late 2020. We lean heavily on their advise for all of our major financial decisions and rely on them to safely manage and grow our entire investment portfolio to support our retirement dreams and lifestyle. We could not be more satisfied with their support and highly recommend their service. – Ray and Janae Barriuso
REVIEW #3 – My wife and I joined Wealth Enhancement Group in 2007 and turned over all of our investments that we were managing by oursleves. When the housing market collapsed in 2008, our portfolio took a loss just like everyone else.
We questioned if we had made the right move to invest through Wealth Enhancement Group. We compared how much we would have lost had we stayed with managing on our own and Wealth Enhancement cut our losses significantly. We were, and still are, sold on the effectiveness of Wealth Enhancement’s strategy to grow our money.
Rob Burley and Ben Osborne are our investment counselors. They understand us and our goals and help us to plan our financial future. They are fully transparent and respond to calls or emails very promptly. We made the right decision. – Daniel Olson
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Haven Financial Group
ADDRESS: 12940 Harriet Ave S Ste 102, Burnsville, MN 55337, United States
NUMBER: +1 612-504-8400
DESCRIPTION FROM BUSINESS: Haven Financial Group provides the convenience of a one-stop shop for all your retirement needs. We provide collaboration among financial planning, tax services, insurance, and estate planning—all under one roof. When it’s time to retire, simplifying the process is essential to ensure that no opportunities are overlooked.
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 – Haven Financial is a trusted financial partner for our real estate business. We’ve had good experiences with several different financial partners over the years, but Haven is another level of service. They handle all our business financial needs from accounting, budgeting, accounts receivable/payable, etc… Their monthly reports are very visual and easy to read. In addition, they are very communicative and easy to reach. If you are looking for a financial partner so you can focus on the core of your business, I’d highly, highly recommend Haven Financial Group. – Aaron Shalosky
REVIEW #2 – Mitch has been guiding my husband through retirement and helping me semi retire. I appreciate his rapid response where I can literally talk to him. He has made himself available whether by text, email or calling him. Lance the tax guy is very knowledgeable throughout the whole year not just tax time. Highly recommended! – Lisa Queen
REVIEW #3 – Haven Financial Group specializes in all retirement topics. When my wife and I reached that magic age, we started researching matters such as social security, Medicare, etc. It seemed a bit daunting and somewhat confusing. Fortunately for us, I asked a good friend about the topic and he referred us to the Haven Financial Group. What a blessing that turned out to be.
All the staff at Haven are extremely friendly and engaging. They strive to put you at ease and make you feel comfortable, the moment you enter the office.
We met with Glenn Ramey to discuss our Medicare needs. Glenn is one of those rare gems; he is warm, friendly, extremely knowledgeable and provides you with the information in a manner you can clearly understand. He is genuine and sincere and truly seems to enjoy working with people.
Glenn does not push you towards decisions, but presents all the relevant information, thoroughly answers all your questions (with a great deal of patience) until it becomes clear which option best meets your personal needs. Glenn removes all the anxiety and trepidation and makes you feel confident in your decisions. He is a good man, who enjoys taking care of people. It is my belief that it is a privilege to get the opportunity to touch people’s lives, and Glenn takes full advantage of that opportunity.
I would highly, highly recommend Glenn and the entire Haven Financial Group for all your financial needs!!! – Robert Hawkins
Kusske Financial, Inc.
ADDRESS: 11980 Portland Ave, Burnsville, MN 55337, United States
NUMBER: +1 952-895-6963
DESCRIPTION FROM BUSINESS: Kusskefinancial is a financial planning firm built on two foundational commitments: we are Certified Financial Planners™ (CFPs®) and fiduciaries — meaning we are legally and ethically required to act in your best interest, always. We provide comprehensive financial planning and wealth management services, helping individuals, families, and business owners build confidence in their financial future…
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been doing business with Kusske Financial Management for 25+ years and highly recommend their professional approach to handling the financial needs of Customers. Their constant watch and conservative management has helped me retire and meet the needs of my wife and family. Thank you Mary and her team of Excellent Professionals! – Dennis Pollard
REVIEW #2 – I’ve been doing business with them since the 1980’s and have been very happy with their Professionalism and Loyalty. They are the very Best at Financial Planning that I’ve found over the years. All I can say is “Thank You” for your thorough financial planning for my wife and I. – Dennis W Pollard
REVIEW #3 – I have been a highly satisfied customer of Kusske Financial for more than five years. After a decade of working in corporate America I ventured into small business ownership and needed a financial advisor who I could trust to consolidate, manage and grow my portfolio while I focused on building my business. I wanted a professional who would cater to my personal goals and objectives and proactively bring forward opportunities to support that plan. Brett and his team are not only experts in the field but extremely passionate about the work they do and go above and beyond to make sure each client’s needs are met and exceeded. I have full confidence in the staff and the services they provide. I highly recommend Kusske Financial for all of your financial, investment and tax planning needs. – Christopher Olson
Sentient Wealth Group
ADDRESS: 768 Southcross Dr W, Burnsville, MN 55306, United States
NUMBER: +1 952-229-4123
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 – We’ve been working with Josh Decker and his financial team for 20+ years. Josh assists us with managing our finances in ways that are consistent with our stage in life, our plans, and our values. I highly recommend the Decker Group at Sentient Wealth. – Debra Ost
REVIEW #2 – Josh Decker and his team at Sentient Wealth Group are super friendly, very responsive and overall top notch! Josh patiently answers our financial planning questions in an easy-to-understand manner. Samantha and Kim are very efficient with processing any transactions via email, DocuSign, or over the phone. We highly recommended at least an initial consultation with Josh to our family and friends to see if his team and reasonable rates will be a good fit for them! – Geri Feiock
REVIEW #3 – Josh Decker, and his entire staff, do an amazing job of taking care of their clients. They’re all very knowledgeable regarding handling investments. I’d highly recommend using Sentinent Wealth Group for your personal investment needs! – Joyce Lee
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