4 Best Gold IRA Investment Companies Near Me in Chandler, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Fidelity Investments
ADDRESS: 7001 W Ray Rd, Chandler, AZ 85226, United States
NUMBER: +1 800-544-7095
DESCRIPTION FROM BUSINESS: Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services…
STORE 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 | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been coming to the Chandler Fidelity office for several years now. We work most closely with Jacob Sickler and Josh Chan. I can’t recommend them enough for financial guidance and support. We recently had our midyear review of our accounts and we always look forward to it. They are so personally invested in how we are as a family, not just our accounts. They answer our questions, the very patient, they explain so many things and help us understand the projections for the future as much as possible. We are so grateful to have Jake and Josh on our team. We trust them immensely. – Kelly King
REVIEW #2 – The staff and advisors at this location are incredibly welcoming, caring, and knowledgeable. We are most thankful for the excellent advice and guidance we received from our financial advisor, Frankie. We recommend you schedule an appointment with Frankie for any of your investing concerns or requests as she is incredibly intelligent and compassionate. – Frank Pauls
REVIEW #3 – My delivery driver dylan was good. He knocked i answered. Then i got a email about the delivery not what dominos wanted. I am not taking the offer. Dylan did his job. – Sean Banner
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Ironwood Wealth Management LLC
ADDRESS: 3100 W Ray Rd Suite 301, Chandler, AZ 85226, United States
NUMBER: +1 480-776-5960
DESCRIPTION FROM BUSINESS: Ironwood is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser.
STORE HOURS
| Mon | CLOSED | |
|---|---|---|
| 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 – Ironwood Wealth Management rocks! They manage my retirement funds and I feel completely secure in my investments and my retirement strategy. They take the time to meet with me personally every quarter – twice in person – to review the strategy and the message consistently remains positive. They go above and beyond to meet all of my needs and I can count on the entire team to be extremely responsive, professional and available for any questions or help needed. For example, I provided my 2023 taxes for their information and upon review, my advisor, Alex Marek (the best there is!) realized i had made a mistake, resulting in an amendment and money owed to me! I can’t say enough about how pleased I am with the Ironwood team, how happy i am with the services provided and my ability to enjoy my retirement with financial security because they are managing my funds! – klmannes Mannes
REVIEW #2 – I have been working with Ironwood Wealth Management for a few years. Everyone I have dealt with at Ironwood has been very professional, polite and available for questions when I have them. Rick, my advisor, is top-notch. He is very knowledgeable and easy to understand. I feel that I have made my share of mistakes throughout my life (e.g., three marriages), but working with Rick and Ironwood is one of the best things I’ve done. I have a clear understanding of my financial situation and know that I will be retiring comfortably (and soon). Thank you Rick and Ironwood. – Don Hall
REVIEW #3 – Thankfully I was encouraged by Ironwood to start planning for my retirement in my early twenties. Of course I was not thrilled at the time to give up any of my earnings to something that seemed unreachable BUT I am so glad I listened. Not only has my experience been top notch but the people I’ve been working with all these years are incredible!! I look forward to our meetings with Rick as he is very dynamic, personable and gives it to you straight. I have followed his guidance explicitly! I am now 42 and well on my way to a fabulous retirement.
I look forward to working with Rick till the day he retires lol but truly these guys are wonderful as they offer an elevated experience. – Ash Yoga
StoneCrest Wealth Management, Inc
ADDRESS: 118 S Kyrene Rd Ste 4, Chandler, AZ 85226, United States
NUMBER: +1 602-258-9400
DESCRIPTION FROM BUSINESS: StoneCrest Wealth Management offers individuals and businesses comprehensive, personalized financial planning. What sets us apart is our integration of personalized financial planning with a highly customizable investment platform…
STORE 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 – Casey and the team at Stonecrest provide an exceptional level of service and financial expertise. Casey has a deep understanding of wealth management strategy and communicates complex concepts in a way that’s easy to understand. I was especially impressed by the efficiency of their process and the professionalism of their approach — it’s clear they’ve built a system that truly puts clients first. I highly recommend Casey to anyone looking for a highly capable and trustworthy financial advisor. – Kevin Burrus
REVIEW #2 – Stone Crest and Casey has done a phenomenal job managing my portfolio with excellent results and ongoing communication. He answers questions before they are formulated! Incredible knowledge and experience in financial management. – Trish Younggren
REVIEW #3 – I have had the privilege of working with Casey for some time now and the one thing that I can say that I love most is his customer service. He is always accessible for one-on-one conversations unlike other advisors that I have used in the past. His expertise, dedication, and commitment for our financial well-being is exceptional. I trust him with our financial goals, guidance and advise. Thank you Casey! – Didi
J. Martin Wealth Management
ADDRESS: 333 N Dobson Rd #5, Chandler, AZ 85224, United States
NUMBER: +1 480-630-6177
DESCRIPTION FROM BUSINESS: As your local, family owned, independent financial advisor, we are your trusted financial partners, committed to elevating your financial well-being. With a wealth of experience, we focus on crafting personalized financial solutions that empower you to achieve your financial goals. Our financial advisors possess the knowledge and insight to navigate the complex world of investments, retirement planning, financial planning, and wealth management…
STORE 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 | 10:00 AM – 8:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jeff is a very professional financial advisor. He is very helpful, straightforward, and takes his time to explain things so that they makes sense. I will reach out to him in the future and will be sure to recommend him to anyone that needs financial advice. – Pablo Chavez
REVIEW #2 – Jeff is the kindest, most knowledgeable, and trustworthy financial advisor! He goes above and beyond, and answers any questions I could possibly have, no matter how big or small. He is very good at what he does, and makes you feel totally comfortable. I would recommend him to anyone. – Rachel Chu
REVIEW #3 – Jeff is truly amazing! The time and effort he put into understanding my spending and analyzing my finances is remarkable. After meeting with him, I felt confident in my ability to pay off my student loans in a timely manner as well as plan for my future. He is a positive and motivating individual. I can’t wait to see him again in 4 months to show off everything that I plan to accomplish. – Gabby Solis
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