4 Best Gold IRA Investment Companies Near Me in Edmonton, AB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Capital Edge Financial Planning
ADDRESS: 21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada
NUMBER: +1 780-761-3343
SERVICES: Estate planning, Financial planning, General investment consulting, Insurance annuity investment advisement, Mutual and index fund consulting, Retirement savings consulting, Tax planning, Wealth management, Registered Retirement Savings Plans, Resp – Registered Education Savings Plan, Retirement And Financial Planning, Retirement Solutions
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 | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Excellent service as always!! Working with Dave I always feel confident and secure with whatever financial decisions I make, and he takes the time to make sure I understand and explain everything to me as necessary. He has excellent relationships with his clients just by communicating which I think is a very important skill to have so you can feel confident and comfortable when making your financial choices and trusting someone to help you with them. If you’re looking to do a house savings plan, retirement savings, etc. Then come here for great quality service! – Ashlyn Beaupré
REVIEW #2 – Dave provides such a safe space to unpack some of the shame I held around money. I felt small and scared for not having a better handle on my finances and he made me feel normal and supported and like there is hope!!! He is very organized and his years of experience made me feel confident in the choices I made for my personal financial plan. I highly recommend working with Dave on your finances no matter what stage of the game you are at. – Elise Brathwaite
REVIEW #3 – I met with Dave within the past two months and thoroughly enjoyed it. I am 39 and went into that meeting feeling hopeless as I have not planned for my future at all and after meeting with Dave I left that meeting feeling hopeful, capable, and excited about my future. He created a clear plan for me that was realistic and gave me tangible steps to take to get there. Highly recommend working with him!! – Rodolfo Menjivar
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Statera Financial Planners
ADDRESS: 210 – 13220 St Albert Trail NW, Edmonton, AB T5L 4W1, Canada
NUMBER: +1 587-855-6836
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Asset Management Services, Asset Plans, Assisted Living, Personalized Strategy, Registered Disability Savings Plan, Retirement Savings Plans, Retirement Strategy, Retirement planning
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My family and I have been with Greg and Rita and now Courtney since Greg and Rita opened their doors of business. Now as we work on estate planning around the complexities of disability planning for our family member for later on, the amazing support from Courtney, is so supportive and assuring, they take the weight of it all off of the parents shoulders and help guide us through it all from RDSP, Wills and estate planning they are beyond fantastic and plan to stay with them for many more years to come! Thank you Courtney and Greg and Rita and Darlene! – L. Smith
REVIEW #2 – I have dealt with Greg at Statera for more than 25 years. He has been great to have as my financial advisor. He is always current on what is happening with the markets and will take the time to educate his clients. I have had some great experiences with Greg and with his direction and guidance was able to retire 6 years ahead of originally planned. the admin group have always been helpful and thorough.
To the succinct, Greg is the reason both my wife and I retired early, comfortably and are able to enjoy a relaxed and stress free retirement. Cant beat that. – Sixty-six Bricks
REVIEW #3 – I have been a client for a great number of years and have always been pleased. I havent always been happy with the market but always with how Greg has planned for it and gotten me through it. When covid and retirement came I was concerned and had a lot of questions. I have never had to wait long to get my questions answered and have always felt heard. Greg, Rita and Courtney have said “they work for me” but it goes past that. It feels like a friendship, they have my back, I feel comforted in knowing Im going to be ok and its because of this amazing team. They really care and it shows. Im so grateful and recommend Statera highly – Sharon Swyrd
Evergreen Wealth Advisory
ADDRESS: 10243 178 St NW, Edmonton, AB T5S 1M3, Canada
NUMBER: +1 587-480-7476
SERVICES: Insurance annuity investment advisement, Investment advising, Life insurance, Retirement savings consulting, Tax planning, Wealth management, Investment Opportunities, Investment Portfolio, Investment Strategies, Private Investments, Retirement Savings Plans, Retirement Strategies
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 – I’ve known Crystal for about a decade and I have been consistently impressed with her level of organization and commitment to knowing the details about whatever element of the investment business she is involved with. She gets tasks done on time and with a smile she communicates clearly. – Eric Hansen
REVIEW #2 – Matt is extremely knowledgeable and patient with our many questions. He has us on track for retirement. I can’t recommend him strongly enough! – Lorie Hoppus
REVIEW #3 – Crystal is very knowledgeable and a pleasure to work with. Would recommend to anyone looking for financial planning. – Philip Setter
REVIEW #4 – Crystal Kelly is easy to deal with. She is friendly, thoughtful, and great at what she does. – Roman Lakhnyuk
REVIEW #5 – Matthew Hammond provided clear, straightforward advice and had first-rate communication; he helped me feel confident that I was making good decisions with my money. – Aoife McKechnie
Blackburn Davis Financial Inc
ADDRESS: 7345 Roper Rd NW, Edmonton, AB T6B 3K9, Canada
NUMBER: +1 780-490-4200
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Assets And Pension, Education Savings Plan, Employee Benefit Plans, Estate Planning Retirement, Financial Planning & Investment, Financial Planning And Wealth Management, Registered Disability Savings Plan, Registered Retirement Savings Plan, Retirement Planning
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 – We became clients of Blackburn Davis Financial several years ago and have entrusted our retirement portfolio to John Davis. Since that time, our adult children have also become clients. We have always found John and his staff to be very honest and dedicated professionals. Throughout the years he has been helpful in explaining financial matters in terms that make it easy to understand. Not only does John send frequent financial updates to us, but we also meet with him on a regular basis. Whenever we have a financial question he or one of his staff are quick to respond. We would have no hesitation in recommending Blackburn Davis Financial. – Braxton O’Neil
REVIEW #2 – The financial planning advice we received from John Davis has been outstanding! Since our first meeting we have been impressed with how John demonstrated a genuine interest in our specific investment needs and developed a financial plan to achieve our personal financial goals. We greatly appreciate the time and care John takes in thoroughly answering all of our questions with informative answers in language that we can understand. The entire team at Blackburn Davis Financial are exceptional and committed to the highest quality of service. Overall, we have found John to be a dedicated, astute, and trustworthy professional whom I would highly recommend to anyone looking for superior financial planning. – Colleen Hammermaster
REVIEW #3 – We’ve been with Blackburn Davis for the past three years, and have been very pleased with the results and our overall experience so far.
Stephen understands our financial position very well and seems to identify with our goals better than other planners/advisers that we’ve had in the past.
I agree with their dividend growth investment philosophy and feel that our investment portfolio is in very good hands.
I also appreciate that they periodically host educational sessions in the form of “Client Appreciation Events” that serve to remind that BDF is always on the look out for their clients best interests.
I would not hesitate to recommend Blackburn Davis Financial to anybody I know. – Chris Graham
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