4 Best Gold IRA Investment Companies Near Me in Florence, KY – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
John Fruin – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 7430 US-42 #101, Florence, KY 41042, United States
NUMBER: +1 859-594-4088
DESCRIPTION FROM BUSINESS: As an Ameriprise financial advisor serving clients in the Florence, KY area, John Fruin will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future…
OFFICE HOURS
| Mon | 10:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 6:00 PM | |
| Wed | 10:00 AM – 6:00 PM | |
| Thu | 10:00 AM – 6:00 PM | |
| Fri | 10:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am a small business owner, and was always concerned about my retirement since I don’t have the benefit of a large company and its benefits. John set up an amazing plan for me and my staff, which has allowed me to be confident about my future after retirement. John was such a hit at the office, and some of the staff utilized John for other services that he offers. I recommend him for any small business. – Bob Coppola
REVIEW #2 – I have known John for 15+ years. John is very knowledgeable about business and very generous in his charity work. John and I have served together on several work and charity committees. I would refer John to anyone needing financial planning assistance. – Tom Reese
REVIEW #3 – John has been my financial advisor for over a year ago. Very trustworthy and engaging in helping me maximize my money for retirement. Highly recommended. – Zach
REVIEW #4 – John is keen on the details that can save you money – use his services and let him show you how to pay attention to the small stuff that is often hidden from the common man! – Shane Heilman
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Mueller Financial, Inc.
ADDRESS: 6900 Houston Rd STE 31, Florence, KY 41042, United States
NUMBER: +1 859-918-6750
DESCRIPTION FROM BUSINESS: ACCREDITED INVESTMENT FIDUCIARY AIF® Financial Planners offering comprehensive Financial Planning and Investment Advisory Services.
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 10:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The Muellers are as good as it gets when it comes to solid financial advice. Always kind and great communication. Whether you are looking to manage and grow existing wealth, understand how to best plan for retirement, or have any financial questions, I 10/10 recommend Mueller Financial!! – Jake Burdine
REVIEW #2 – My wife & I were introduced to Bob & Woody by my parents & we have been clients for years. The entire team at Mueller Financial provides excellent personal care & the results have been extraordinary. I highly recommend their team for all your financial needs. – Bob Doenges
REVIEW #3 – AMAZING financial advisors! They have been advising me for nearly 20 years. What I love most about Mueller Financial is they don’t simply tell you where to put your money, they educate you! Don’t know the difference between a traditional vs roth investment? They’ll teach you. Overwhelmed by stock options, bonds, equity, etc. and don’t know what your investment ratio should be? They will guide you through everything! Early in your career, or nearing retirement, this is the team you want by your side. – Mike Weiner
REVIEW #4 – The Mueller Financial team are experienced professional who are thorough and thoughtful when incorporating your goals to your financial plans. Highly recommend – Brandon Swain
REVIEW #5 – Selecting a company to handle your finances can be a daunting task. You want to be positive they are reputable and definitely working in your best interest. I can say that Bob and Woody Mueller are the people you want to sit down with, and put your trust into with your valuable investments. Everyone at Mueller Financial, Inc. will treat you as part of their family, and provide you with a wealth of knowledge for all your financial needs. – Kathy Watson
REVIEW #6 – I met Bob and Woody at a young stage in my career. I’m so thankful I did. I was never educated on finances but knew I wanted to follow the right steps and start to take it serious. Bob and Woody have been so helpful to me along the way and I can’t thank them enough. So knowledgable, great to work with, and there for me anytime I have a question or need some advice. I thank Mueller Financial and recommend them to anyone, at any stage in their financial journey. – Donny Moening
REVIEW #7 – My husband and I have been clients of Bob for many years. Woody was a great addition to the firm. They have always been very helpful for all of our financial needs and we have recommended them to many of our friends. Thanks to their diligence managing our finances we are set for the future. – Linnea Caldon
REVIEW #8 – Bob and Woody are very knowledgeable and take the time to understand your specific needs and goals. They do a great job of helping you plan long-term. Both are great to work with. – Jacob Brooks
REVIEW #9 – Bob and Woody and the entire staff are all great to work with. They take the time to get to know you and help you to reach your goals. – David Noem
Shepherd Wealth Management
ADDRESS: 73 Cavalier Blvd STE 209, Florence, KY 41042, United States
NUMBER: +1 513-630-2664
DESCRIPTION FROM BUSINESS: At Shepherd Wealth Management, we provide holistic financial planning for today’s savvy investors and entrepreneurs.
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Casey loves what he does and he does a GREAT job! He genuinely cares about his clients and delivers every time. I would recommend him over and over again! Thank you Shepherd Wealth Management. – Carla Pearce
REVIEW #2 – Shepherd Wealth has provided the best performance of any asset management firm I have worked with. As important or more is level of service and accessibility to all members of this close knit management team. Do yourself a favor and give them a call. – DM H
REVIEW #3 – I have known and been a client with Casey (SWM) for close to 4 years. He is not only a friend but a knowledgeable, professional and sincere individual who has helped my wife and myself in our years of retirement. For investment management and guidance I would not hesitate to whole heartedly endorse him. – Ron S
REVIEW #4 – Shepherd Wealth is a very friendly investment co. They have your very best interests at heart. Treat you like family. So glad we left TD Ameritrade. – Mark herzog
REVIEW #5 – So happy we found SWM! Personalized service for the needs of all our family members. Excellent communication and results that outperform all previous companies we have had experience with! – Bob Etherington
REVIEW #6 – I absolutely recommend Shepherd Wealth Management. My husband and I have been clients for years. We could not be happier with Shepherd Wealth! – Emma Wilkins
REVIEW #7 – Shepherd Wealth Management has help grow my retirement funds significantly and more importantly helped me ignore my emotional reactions to the market. Thank you! – Ronald Cooke
REVIEW #8 – Thank you for the fantastic personal service. You are always easy to talk with and we have such piece of mind knowing our money is in good hands. Thank You! – Doug Noetzel
REVIEW #9 – Casey has delivered on all his promises! Integrity, professionalism, and great results! – Norm Fallot
Steve Knapp – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 7430 US-42 #101, Florence, KY 41042, United States
NUMBER: +1 859-795-1237
DESCRIPTION FROM BUSINESS:
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 would like to express my sincere appreciation for my Advisor, Steven Knapp. He has been a tremendous help to me in determining the settlement for my late husband, Courtney’s Annuity.
My desire was 100% Spousal continuation but since the annuity was issued in 1983, I do not have that option. I’ve had great difficulty in making my decision and Steve has never rushed me into a decision.
Steve has shown great patience to explain my options. I know I have presented Steve with quite a challenge in dealing with my situation. I feel at Peace with what has been decided.
Courtney passed in December, 2018 and I thank River Source for allowing me a year to make my decision.
Steve is a great asset to Ameriprise Financial Services.
I express my gratitude to a great Advisor. – Oveta Flint
REVIEW #2 – Steve has been my financial advisor for many years & he has never steered me wrong, always guiding me in the right direction, allowing me to take advantage of an early retirement offer & maintain my desired lifestyle. He is honest, knowledgeable & friendly – a pleasure to work with! – Bev Darlington
REVIEW #3 – Steve Knapp has been our financial advisor for many years and we have been very pleased with his services. He is very personable and helpful. We would rate him as a 10. – Wilma Boyer
REVIEW #4 – Recently had the pleasure of sitting down with Steve Knapp at Ameriprise Financial to discuss financial planning and appropriate allocation for our retirement account. Could not recommend him enough. He took the time to do more than recommend… he explained WHY he recommended something. Great advice from a very knowledgeable and honest advisor. – Douglass Andrews
REVIEW #5 – Steve Knapp is trustworthy, honest, and has my best interests at heart. Steve goes above and beyond to make my financial decisions easier. I am so blessed to have Steve as my financial planner. – Sara Goetz
REVIEW #6 – Steve is very knowledgeable and made something I was dreading super simple! I couldn’t ask for a better person to get me started in planning for my future and feel his vast experience will be able to follow me throughout my lifetime of investing! Thanks so much, Steve. – Sara Hensley
REVIEW #7 – Steve Knapp has turned my small investment into a nice cushion for my retirement years. He is patient, knowledgable and efficient and always available to answer any questions I have. – Jeanine Godsey
REVIEW #8 – Steve has done very well by us, keeping our concerns and questions foremost in his attempts to help us realize our financial goals. – Marie Kellerman
REVIEW #9 – Steve has been my financial advisor for over 15 years now. He has given me some great recommendations and has always headed me in the right direction for my future. I’m not always the perfect client , but I get treated as if I were.
A good example would be this last visit I just had with him. He had the perfect solution for a potential financial problem I had almost gotten myself into. He really came through when I really needed help!
I’m glad I have Steve and the Ameriprise team in my corner to help me with my retirement questions and concerns . I couldn’t do better! – Guy Jones
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