4 Best Gold IRA Investment Companies Near Me in Grand Rapids, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Providence Financial Advisors
ADDRESS:
NUMBER:
SERVICES: Investing For Retirement, Investment Advice, Retirement Accounts, Retirement Plan Design, Retirement Savings Plans, Risk Management, Saving And Investing, Strategic Planning
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 – We have nothing but great things to say about Providence Financial! Brad has been great at listening to our needs and tailoring plans accordingly. The attention to detail and follow through has been exceptional. Everyone in this office plays such an important role and they are all so very good at what they do. At this point in our lives our goal is to build a strong team around us to help manage our finances and achieve our goals. Providence Financial has become one of our strongest team members! We give Providence the highest rating and a strong recommendation. – Mike Bouquet
REVIEW #2 – We have known Brad for more than ten years! And each and every time we meet, he has been attentive to our needs and has also made great investments for us! Our retirement has been amazing thanks to all who work at Providence 🙏💕 – Lynn Ettl
REVIEW #3 – We are very satisfied & happy with the Providence Financial team. They are professional, yet very friendly with a personal touch. We appreciate they are Christ-centered and are well-prepared for & hold thorough meetings. Providence Financial is generous in our community and appreciative of their clients. – Peg Poulter
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MPPL Financial
ADDRESS: 515 NE 2nd Ave Suite #2, Grand Rapids, MN 55744, United States
NUMBER: +1 218-322-8446
SERVICES: Retirement Planning, Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Executive Compensation Planning, Insurance and Risk Plannig, Business Owner Wealth Planning, Education & 529 Planning and Tax Planning
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We are pleased with the results of working with MPPL for seven years. We decided to work with a consultant to combine numerous retirement accounts into one. This has made it easier to plan and position it for the future.
Over seven years, our accounts with MPPL have had a return of 10.99% net of fees. This is higher than the returns we could achieve on our own and we are very pleased with the result.
Now that we are both retired, our Financial Advisor Brian Resch, is helping us limit our tax liability, and manage the portfolio for long term sustenance.
Overall, MPPL is easy to work with, understands our financial goals, and is helping us achieve them. We highly recommend consulting MPPL for retirement planning. – Gail Leverson
REVIEW #2 – I consider myself an above average investor. They provide me with monthly updates as to market trends that include graphical charts which I find helpful. With that said, I still find my advisor to be very knowledgeable and always comes prepared to our bi-annual meetings. During each meeting, he provides me with multiple options to consider as well as listening my suggestions on investment directions that I have in mind. I find this approach to be not only in my best interest, but also favors a genuine team effort on my behalf in reaching those objectives. Along with easy email and phone access to my advisor, they provide a service that really is well above any other investment groups that I’ve worked with in the past. I highly recommend them to anyone looking for a team player rather than just someone looking for a commission. – Randy W
REVIEW #3 – I have been a client with MPPL Financial since 2010. At that time, I worked with the MPPL team to develop a financial plan. Since then, Brian Resch and the entire team have truly helped me weather the financial ups and downs of my career transition as well as stock market volatility. Brian and the MPPL team take their role as financial service professionals very seriously – taking the time to listen to your concerns and priorities. I trust Brian and the MPPL team to guide me through tough financial decisions using a data-driven financial plan and diverse investment strategies. Their help has kept my long-term financial goals on track! – Lisa Haberman
Clairmont & McBride Financial
ADDRESS: 415 SE 13th St Ste. 200, Grand Rapids, MN 55744, United States
NUMBER: +1 218-326-3000
SERVICES: Investment Management, Pension Plan, Registered Investment Advisor, Retirement Plan Managing, Retirement Savings Plan, Retirement Strategies, Social Security Retirement Benefits
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 – I’ve worked with Clairmont Financial and Tom McBride for several years. He is always ready to go the extra mile and make sure we understand exactly what we’re doing when planning for the future. It’s important to work with someone who has your best interest in mind we always get that with Tom. I’m happy to have sent many of my friends and family their way to get the same great service we’ve come to expect when working with Tom. – Sam Evans
REVIEW #2 – I have had the pleasure of working with both Guy and Tom for financial planning for both business and personal matters, and I can truly say that I have never felt better about the care and attention they both pay to my situation individually. I am not a number, I am not just another person with money to invest; I am a client with value and an individual situation that demands something other than the “cookie cutter approach” to investing. I have always felt that Tom and Guy take the initiative to contact ME about changes they recommend for my investments, which makes me feel that they treat me the way they would a family member. On top of their spectacular service, Tom and Guy are both very involved in our community, which I think is the icing on the cake! I highly recommend them! – Lisa Johnson
REVIEW #3 – I have had the pleasure of knowing Tom for many years. He is easy to work with and has a hard work ethic. I appreciate the expertise and research he does for my portfolio and he goes the extra mile to ensure I understand and am onboard with the plan. I can rely on Clairmont Financial Advisors for my future financial wellbeing. They have been great help to me with MnSURE signup and retirement planning. I recommend getting to know their team. – Jayson Newman
Edward Jones – Financial Advisor: Michelle Rodenberg
ADDRESS: 111 Golf Course Rd #1, Grand Rapids, MN 55744, United States
NUMBER: +1 218-212-7661
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been Michelle’s clients since she began at Edward Jones. She has always been extremely patient and helpful. When my husband passed a year ago, she walked me through every decision I had to make. She and Rebecca have been so very supportive. She contacted me for his birthday and our anniversary to check on my well-being, and also on the anniversary of his passing. You will not find a kinder or more compassionate financial advisor. – Patricia Fideldy
REVIEW #2 – Michelle is very knowledgable and is a great asset to our retirement/ financial planning. My husband and I are currently navigating some tough circumstances and she has been walking alongside us through this. We so appreciate her friendliness, compassion, and incredible knowledge! A big thank you! – Rebecca R
REVIEW #3 – Michelle provides wonderful, personalized service to her clients. I’ve watched my Mother, over several years, grow in confidence about her own knowledge of her finances, as Michelle has, with great care, grown my senior Mother’s retirement accounts. I have never experienced the feeling of deep regard, from any professional, that is evident from both Michelle and Rebecca. Their service is simply peerless. – Tracy Kampa
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