4 Best Gold IRA Investment Companies Near Me in Grand Blanc, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Merrill Lynch Wealth Management
ADDRESS: 8121 Trillium Circle Ave 2nd Floor, Grand Blanc, MI 48439, United States
NUMBER: +1 810-603-8101
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have always been impressed with the service we’ve received from Merrill Lynch in Grand Blanc. We’ve been with them for over thirty years and they have been consistent in their attention to detail and great support. I was reminded anew this week of how kind and helpful they are when I met with Chris Dowd. He is friendly, knowledgeable and always willing to go above and beyond. I’m so grateful that he’s there to help me reach my financial goals. – Laurie Isenberg
REVIEW #2 – Wow! What a fabulous retirement/social security seminar hosted by Carolyn Goyette and the team at Merrill Lynch. I received a ton of valuable information and resources — everything was presented in an exciting manner. I would highly recommend this seminar and Carolyn Goyette. – Lori Tomlinson
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Grand Capital Advisors
ADDRESS: 5225 E Cook Rd, Grand Blanc, MI 48439, United States
NUMBER: +1 810-354-9008
DESCRIPTION FROM BUSINESS: We primarily work with clients who are 50+ and/or within ten years of retirement. Most of our clients have investable assets of $1 million or more but we’re happy to speak with anyone about their financial future who would like to be a millionaire. We specialize in retirement planning, tax planning, and investment management…
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 – Ken and the team at Grand Capital have been outstanding, helping our young family steward an inheritance and celebrate blessings. When our family needed to find a larger home, Ken helped us revisit our priorities and make it happen. Whether making little touches or sitting down to review long term goals, Grand Capital has sought to understand and serve our family…and has done both so well. We are in a good place as a family and Ken has been a significant part of that. Moving to an independent, fee-only advisor, we couldn’t be more happy with Grand Capital Advisors. – Ross Shannon
REVIEW #2 – Worked With Steve, Very comfortably and knowledgeable about Financing, Quick Response to set up time to meet. He provided Finical advice thru his Experience and also Computer programs. Very patient and took I the Time I need and Answered all the Questions My wife and I had. Really easy to talk to and was not Pushy to try and have you do something you are not comfortably with as far as investments. Nice, Friendly, and teaches Finance at Mi State! – Robert McLaughlin
REVIEW #3 – I can’t recommend Ken and the team at Grand Capital Advisors enough. They listened to my priorities and some of my ‘ideas’ and presented me with fantastic advice and numbers to support whatever path I choose. If you have an IRA or 401k that is sitting out there, or a plan with one of the BIG FEE companies, I would recommend that you give Grand Capital a call. You won’t regret it. – Lon Coleman
REVIEW #4 – Steve Schiestel of Grand Capital Advisors, assisted my wife and I recently with retirement planning. Steve was very knowledgeable and helpful, answering all of our questions regarding our retirement plans, and investment strategies. We look forward to working with Steve and Grand Capital Advisors in the future. – Pete Martin
REVIEW #5 – The team at Grand Capital Advisors was very helpful as I was putting a retirement plan together. They were available at all times of the day and were very responsive to any and all questions. I highly recommend them to help you put your financial plan together. – Grant Dieterle
REVIEW #6 – There is nobody I would trust my money with more than Grand Capital. I’ve known Steve and Ken for about 20 years, and Brad for a long time as well; there is no firm I know of the combines knowledge, investment expertise, and integrity like they do. What I particularly like about the firm is that they approach investments the right way; you won’t get from them the hot stock tip du jour, or foolish market timing calls, but rather solid, long-term investment planning designed around you. Grand Capital gets my highest recommendation. – Tom Rimer
REVIEW #7 – I met with Ken, Lori and Andreas in their office a few months ago. Very professional but also very caring, they took a genuine interest in me and my financial needs. I followed their advise and it has served me very well. I am extremely grateful to the entire staff for the advise I was given and strongly recomend the entire staff. Thank you GCA! – Chuck Braniff
REVIEW #8 – Knowing I wanted to work with a fiduciary advisor for my retirement investment planning, I gave Ken a call and he has been very helpful navigating the market during the Covid crisis. I highly recommend Grand Capital Advisors for their knowledge, experience and ethics. – Tim Mailley
REVIEW #9 – We contacted the highly recommended Grand Capital Advisors because we were seeking good counsel as we approach retirement age. Our only regret was we didn’t know to do so years earlier. No matter your age or situation, please consider making contact with them ASAP.
Lori Amos and Ken Duetsch are a pleasure to work with.
When we sat down with them at our first meeting we quickly relaxed because of their friendly, welcoming demeanor. Their pleasant, personable personalities put us at ease right from the start.
They took time to get to know us and thoroughly familiarize themselves with our financial situation. Although their knowledge and competence was obvious we felt absolutely no discomfort, embarrassment nor sensed any hint of judgement. After their thorough review of our situation, we parted so they could strategize a personalized plan for us. We received emails between meetings seeking information or clarification. We appreciate their communications as they welcomed our questions and concerns.
After about a week we returned and they presented a clear and comprehensive action plan. They presented each recommendation clearly and provided us a copy of their bullet points and related documents.
Every person we’ve met at Grand Capital Advisors has been professional and efficient while friendly and courteous. We’re appreciative of the great relationships we have formed with Grand Capital Advisors and look forward to continuing our relationship as we navigate retirement and our plans for the future. We very highly recommend Grand Capital Advisors and know you’ll enjoy the same experience as soon as you follow through and make the initial appointment. – Rhonda Robinson
Compass Financial Associates
ADDRESS: 5066 E Hill Rd, Grand Blanc, MI 48439, United States
NUMBER: +1 810-953-1630
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Awesome is the 1st word to come to mind. From there I would say professional, many years of experience, and knowledgeable in the world of finance.
In the past I have invested my money into different financial companies. After the initial investment I never heard from them again. Until of-course I transferred my money to Compass Financial. Only then after 30 plus years of investing they were calling me in an attempt to keep my investment.
Since I’ve gone with Compass Financial I’ve heard from them at Christmas, received pies for Thanksgiving and received candy for retirement. Once you’ve invested with them They will most definitely invest in you!
Most importantly Matt explains everything in such a way that you will understand what is happening with your investment! He is prompt to answer any questions you may have.
One thing that I found very impressive is there was no pressure put on us to invest w him. We went to one of his seminars (delicious meal). He said right up front “my plan may or may not work for you” “let me see what you have and I’ll let you know what I can do for you” final decision was ours…no pressure. Highly recommend! – cindy
REVIEW #2 – Compass Financial is an excellent financial planning service that you can believe in and trust! Matt and the entire team treat each and every member as if they were family. Compass Financial is much more than a business. They create that special family atmosphere with the care, concern, interest in every member. Anytime you need to discuss your finances with the team, they are ready and willing to drop everything to ensure you have full understanding and update of any issue you bring to them. They receive more than 5 stars in my book! – Larry Ludwig
REVIEW #3 – I have been an active investor for over 55 years. Matt and all of the Compass Financial staff is the first organization that I have ever dealt with that I have not lost a penny! In actuality, over the past 6 years they have continued to make me money! I truly believe they put my interests and financial well being before theirs. They not only help me with making money in the market, but more importantly retaining my money, including tax planning and insurance for the future. – dennis sopka
REVIEW #4 – I love how efficient Matt and his crew are. They are very clear in explaining any and all risks. They connect with me once a year for an update. They provide me with peace, knowing they my investment is in good hands. When new information comes out, I know very quick! I couldn’t ask for a better finance company. – Mrs. Dawn sommers
REVIEW #5 – Finally found a professional who cares about you. Haven’t been with company very long yet, but am 110% happier than I was. Willing to advise, explain, review and protect your assets. Without being paid More than you gain. Matt and whole staff make you feel comfortable and not pressured. So far, so good. – Joy Adams
REVIEW #6 – I just started with Compass Financial last September 2020 and their very informative and their meal meetings are like going to school where you always learn something new about finances. Matt says what he means and means what he says. I highly recommend this company. – CD
REVIEW #7 – Been satisfied customers now for a few years, we even started two new accounts this year. Great way to safely save for the future and the Roth accounts are super. Plus you gotta love the additional bonus now being offered. – James Fleming
REVIEW #8 – Matt is personable and a great guy! We are very comfortable having Compass Financial help us with our retirement money. – Mary Luba
REVIEW #9 – Matt and his staff are always very helpful. They explain your options and make sure you understand what is expected. I converted money from an IRA to a Roth (second year) and my tax accountant was trying to add my 2020 contribution to my 2021 taxes when I had already paid taxes on the 2020. Matt and Ryan make sure you understand and I was confidently able to tell my accountant he was wrong with what he was doing. I went from paying $10,000 in taxes to getting a refund.
Mind you, I got the owe $10,000 at 5:30 pm, immediately emailed Matt asking him to call me the next day. I missed his call at 8:30 that same night. I don’t care what business it is, that very rarely happens.
I would highly recommend them and the company. You become like family with them and they really care about their customers.
I will continue to talk about the good experiences with Compass and continue to refer people to them. – Lori Jermalowicz
Mainstay Capital Management
ADDRESS: 10775 S Saginaw St, Grand Blanc, MI 48439, United States
NUMBER: +1 866-444-6246
DESCRIPTION FROM BUSINESS:
OFFICE 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 – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been with Mainstay for five years now and they provide excellent customer service. They are my go-to for anything related to finances. I was recently let go from the company I worked for and I didn’t know if I could afford retirement. They did a retirement plan for me and really helped me feel secure about my situation. My phone calls are always taken immediately and at times when my Financial Advisor is not available, my phone call is always returned the same day. I’m sure they must serve a lot of clients but they have always made me feel like my business is important to them. I appreciate that level of customer service and professionalism. Thank you Mainstay Capital Management! – Sandra Brasza
REVIEW #2 – I am a stock market no nothing, that has no drive to sit and watch my money go up and down and move it around. Mainstay was recommended to me by a coworker and then they had a presentation at my workplace. I was impressed by the presentation, and by the fact that there were multiple people I respected in my department that were using them for financial management. I engaged them for my 401k and have not been disappointed. I had some issues and had to drop them for a short period, and when I went back, they welcomed me back with open arms. I recommend them to anyone, especially those that don’t know the market. – Shelly Roke
REVIEW #3 – This firm was recommended to me by a friend of mine. Great team to work with! They do a great, thorough job. I was very impressed by the information they knew at a seminar they put on located by our facility. The best part about using them is I don’t have to go crazy about the market news I always watch. The few times I’ve called they have been able to explain the situation in simple terms and have always eased my mind on my retirements accounts. Five Stars! – Robert Stein
REVIEW #4 – I have spent a lot of time interviewing and pricing advisors for the past few months and finally decided to sign with Mainstay Capital Management about 2 months ago. I was a little skeptical that my advisor would deliver what was promised, but I am very happy to say that Mainstay has outperformed all my expectations. I am in the process of retirement and Mainstay has been there the whole way answering questions and developing a plan for my retirement, including planning for how to manage tax withholdings from my 401K and IRA withdrawals. I have been very happy with how they manage my portfolio. They don’t just invest it and forget it. They have been very active in making changes as needed in a stock market that is constantly changing. – Bill Wrangler
REVIEW #5 – I hired Mainstay Capital Management to handle my Ford retirement account and they have fulfilled every promise that they made. In the time that my accounts have been managed by Mainstay, my returns have been higher than expected when compared to the previous management company. I would highly recommend Mainstay for those that do not have the time or ability to manage their own accounts. I couldn’t be more pleased! – Ashley Thomas
REVIEW #6 – So I don’t follow the markets as closely as I should. It’s just not my area of expertise. I know I should be because this is my hard earned money and my retirement, but quite frankly I’d rather be doing something else then stressing about it. This firm has been my answer. First off there is no high pressure sales because they do not sell products. They also do not get paid for what they invest you in so there is no hidden agenda. They have a straight forward fee schedule and that’s it. No other charges or transaction fees. As long as they have me invested in the right stuff and I know they are watching it, I’m good. It’s a great peace of mind. Plus they are very approachable with all my financial questions, outside of what they take care of for me. They have given me advice on putting my mother into assisted living as well as looking at my son’s new employer plan and giving him guidance on saving. A very solid firm. – Thomas Mandle
REVIEW #7 – I cannot say enough about how much this company helped me through a tough time after I left GM. They knew more about my benefits than my HR department did! I was extremely thankful that I had someone to go to who had the answers I needed. Never pushy or “salesy”. They really seem to care about their clients. I have and will continue to recommend people to this company because of their excellent customer service and attention to detail. – Wendy Bradtke
REVIEW #8 – Mainstay Capital Management has been a tremendous help to my financial situation. The advisors there always have the time to explain all aspects of my financial situation to me. I am grateful to have them as a resource, as they have made a substantial positive impact on my financial well-being and account balances. Cheers to a job well done. – Alyse L
REVIEW #9 – I found them in a top Barron’s ranking and was surprised they were just down the street from me. I have been happy with their handling of my accounts. I like that I do not need to keep constantly looking at it. Knowledgeable staff. – Larry Smithers
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