4 Best Gold IRA Investment Companies Near Me in Dubuque, IA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
GOLDFINCH Wealth Management/LPL Financial
ADDRESS: 470 W 4th St, Dubuque, IA 52001, United States
NUMBER: +1 563-582-6968
DESCRIPTION FROM BUSINESS: I am a full-service investment advisor for individuals seeking to forge a successful financial path to retirement. Female advisor who believes in caring, dedicated and intelligent wealth management.
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 – 12:00 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – Meeting Kelley a decade ago (back when we were in our 30s and not thinking about our financial futures whatsoever) is one of the best things that ever happened to us. I am so grateful for her guidance. We have a solid retirement plan in place thanks to her, so I don’t have to worry about working for the rest of my life. She is the most knowledgeable financial advisor you could wish for, as well as a genuinely kind human being. – Hillary Baker
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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StackStone Wealth – Ameriprise Financial Services, LLC
ADDRESS: 6601 Boulder Brook Court, Dubuque, IA 52003, United States
NUMBER: +1 563-556-7132
DESCRIPTION FROM BUSINESS: At StackStone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important…
OFFICE HOURS
Mon 8:00 AM – 4:30 PM Tue 8:00 AM – 4:30 PM Wed 8:00 AM – 4:30 PM Thu 8:00 AM – 4:30 PM Fri 8:00 AM – 4:30 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – Everyone I’ve worked with at Stackstone has been very professional and is extremely helpful in my financial planning. I am very comfortable knowing I am with Stackstone for the long term! – Keith Kaiser
REVIEW #2 – Logan, Gary, and the whole staff are so easy to work with. They take time to explain different strategies and products, very knowledgeable. All the staff is also so helpful and friendly. – Jillian Smith
REVIEW #3 – About two years ago my husband was diagnosed with brain cancer. It was a stressful time for us with brain surgeries, cancer treatments, and therapies. My husband was a finance guy so naturally he took over all our financial decisions. I was a K-2 special educator and I was happy to leave our finances into his capable hands. Now that my husband had memory issues, dealing with our finances fell into my lap and therefore added to my already stressful life. My son suggested that I consider signing up with a financial advisory practice. I soon set up an interview with Stackstone Wealth and met with April Blasen. My son participated with the interview by phone. Afterwords we felt that signing on with Stackstone Wealth would be a good decision. Now two years later, I feel this move was one of the best decisions I’ve made. April was available to advise me throughout the financial concerns that arose. From selling our home, to downsizing to a new home, to financial concerns with placing my husband in a nursing care facility, and needless to say strategies in managing my retirement income. Her calm and reassuring attitude went a very long way in quieting my fears. I now feel at peace with my finances and Stackstone Wealth Financial and April have helped me to achieve this. – Maria Rector
Bridgewater Advisors – Ameriprise Financial Services, LLC
ADDRESS: 340 W 5th St, Dubuque, IA 52001, United States
NUMBER: +1 563-556-1342
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Best financial firm I have ever let manage our money. Very informative and the best staff. Bret Johnson is by far the best investment advisor we have ever had. We feel very safe in letting Bridgewater Advisors manage our money. Best decision we have ever made. Kudos to Bret, Tom and their entire staff. Thanks for everything you do to make our lives stress free. – Kent Dauphin
REVIEW #2 – We have been with the Bridgewater Advisors for 4+ years. Bret Johnson and team have been great. The entire team considers all aspects of our needs. Their network of professionals also provide value add-ons that help us navigate the ever-changing economic climate. I highly recommend this group. – Charles Bromann
REVIEW #3 – Jackie Bell has been amazing to work with! Always extremely timely in her responses as well as extremely knowledgeable. The Bridgewater Advisors team treats you like you are part of the family! – Zazou’s Bridal & Tuxedos
REVIEW #4 – We have been with Bridgewater Advisors for a few years and we couldn’t be happier with our decision to transfer our accounts and invest with them. They were able to adjust our portfolio to meet our financial plans for future savings and retirement plans all the while ensuring that our portfolio was well rounded for our needs and wants. – Danica Wienen
REVIEW #5 – I greatly appreciate Tom’s professionalism and expertise! – Marcy Davidson
Core Investments Group, Inc.
ADDRESS: 40 Main St #103, Dubuque, IA 52001, United States
NUMBER: +1 563-587-8212
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jamie McDonald is an elite financial planner. I trust him without reservation to help guide my investments and to help protect the financial security of my family. His ethics and knowledge are unmatched. – Lucas Wendel
REVIEW #2 – They help my money make more money. Great people, zero pressure. They listen to my comfortability in the market and gave me several option. Trustworthy people. So glad I put my investment/retiement /college fund with them. Thank you Core investment group. – Doug Thier
REVIEW #3 – Great people to work with, they give a honest assessment of you money management needs – matt vorwald
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