4 Best Gold IRA Investment Companies Near Me in Flagstaff, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors
WT Wealth Management
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ADDRESS: 813 N Beaver St, Flagstaff, AZ 86001, United States
NUMBER: +1 928-225-2474
DESCRIPTION FROM BUSINESS: Our team of local, Flagstaff, wealth advisors and Certified Financial Planners leverages 100+ years of combined investment experience to customize an investment strategy that is unique to you; targeted to both grow and preserve your investment portfolio…
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 – My husband and I have been working with Glenn Leest for over 8 years. We find Glenn to be professional, knowledgeable, innovative and extremely personable. Having had mixed emotions with financial advisors in the past, we are confident and secure in Glenn’s counsel, and trust his judgement regarding our financial matters.
We highly recommend Glenn and WT Wealth Management. – Maureen Armour
REVIEW #2 – I have worked with Glenn for years. He is amazing! He helped my wife and I invest an inheritance and set up our retirement IRA’s. Glenn explained everything along the way and has always been available to answer questions and respond quickly when we needed him to. I never thought I would go to anyone else for financial advice, but I’m glad I did. Highly recommended! – Christopher Rivera
REVIEW #3 – I work with Glenn Leest. His expertise and guidance has been invaluable to me. As someone who always felt overwhelmed and uncertain about managing my finances, finding a reliable financial planner was a game-changer, and Glenn has exceeded my expectations in every way.
One of the things I appreciate the most about Glenn is his ability to simplify complex financial concepts and explain them in a way that is easy for me to understand. He patiently walks me through each step of the planning process, while ensuring that I am well-informed and confident in the decisions we make together.
Highly recommended! – Bronson Pinto
Recommended Sponsors
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GoldenCrest Metals: Offering the Best Deals for Seniors in America
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Stratos Wealth Partners
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ADDRESS: 5745 Lee Dr, Flagstaff, AZ 86004, United States
NUMBER: +1 928-325-0271
DESCRIPTION FROM BUSINESS: Dawna Westberg-Welch & Stratos Wealth Partners Flagstaff provides financial advice under the fiduciary and suitability standards. We help clients achieve their financial goals with customized financial advice including life insurance, long term care insurance, income planning and investment management…
STORE 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 – Dawna has helped a great deal in the focus of my investments. I am retired now and need to keep my investment dollars safe while still participating in the growth of the stock market. The strategy sh e suggested is working very well and I sleep well at night in the comfort of lower risk with dividends. Thank you Dawna. – Rick Burt
REVIEW #2 – I’ve been retired for almost 5 years now and she always keeps in touch and she takes care Of my portfolio She very good at managing money – Chuck Price
REVIEW #3 – RE: Dawna Westberg-Welch
Very personable agent, excellent advice and a great website with easy access and comprehensive display.- Marian Wilke
Stackhouse Wealth Strategies
ADDRESS: 500 N Beaver St, Flagstaff, AZ 86001, United States
NUMBER: +1 928-440-7400
DESCRIPTION FROM BUSINESS:
STORE 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 – We began investing with Stephanie several years ago when I took over management of my parents’ trust. The apprehension associated with this responsibility, not to mention its emotional weight, required an agent who was not only an expert in her field, but also a human being willing to be kind, patient, and clear. Since then I’ve trusted Stephanie and her staff to guide me through the investment process and I’ve never been disappointed. I rely on her advice and trust her completely. – Pamela Gemin
REVIEW #2 – Our fiduciary. She lives up to the meaning of that word and more. Thank you Stephanie. – Matthew Schumacher
REVIEW #3 – Very nice people who work there! – Melissa Wagner
Abundant Family Financial Services
ADDRESS: 2323 E Greenlaw Ln Suite 5B, Flagstaff, AZ 86004, United States
NUMBER: +1 928-890-8343
DESCRIPTION FROM BUSINESS: At Abundant Family Financial Services, we earn trust, learning how you feel about financial risks, and bring suitable solutions for a better retirement. We learn together if current portfolios align with your wishes. By staying abreast of regulations and changing market conditions, we educate, guide and prepare clients for life’s unexpected financial challenges that may lie ahead…
STORE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Before contacting Abundant Family Financial Services, I had a lot of questions, but by the conclusion of the session, I felt secure and confident about my next choice. The level of expertise at Abundant Family Financial Services is just astounding. I was given more information than I have ever received anyplace else. I will gladly suggest them to every one of my relatives and friends. Many thanks! – Tiffany Rondan
REVIEW #2 – Abundant family financial services was very helpful in securing insurance for my family! Highly recommend! – Erica Anderson
REVIEW #3 – The staff is so kind and ready to help! – Madison Juhl
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