4 Best Gold IRA Investment Companies Near Me in Idaho Falls, ID – Retirement Planning Services
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Strategic Wealth Concepts | Dan McPherson
ADDRESS: 2240 Saratoga Dr, Idaho Falls, ID 83404, United States
NUMBER: +1 208-528-7922
DESCRIPTION FROM BUSINESS: Whether you are in the beginning stages of providing for your family, focused on contributions and growth, or needing to create a lifelong income stream, Strategic Wealth Concepts can increase your confidence by taking the vast universe of financial information and simplify it to concepts that you understand…
OFFICE 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 – The team at Strategic Wealth Concepts has been taking of my family members for over 20 years. They have been polite and professional every step of the way. No questions you have are treated like dumb questions. They treat you with respect and listen to your concerns. This firm has your retirement future handled every step of the way. Make an appointment soon, you will not be sorry. – Jody Landis
REVIEW #2 – Strategic Wealth Concepts has been great to work with. Their team takes the time to explain everything clearly and really focuses on helping you reach your financial goals. I felt comfortable asking questions and left each meeting with a solid understanding of my options. If you’re looking for an approachable and knowledgeable financial advisor, I’d definitely recommend checking them out! – Jacob Marcovitz
REVIEW #3 – I would highly recommend Strategic Wealth Concepts to all of my family and friends! We have been very happy with the care and service we receive there! The office staff is friendly and well organized. We feel confident with the advice and guidance that has been offered. Thank you to the staff of Strategic Wealth for running such a great business! – Michelle Swaner
REVIEW #4 – Strategic Wealth Concepts really helped with our financial planning and future asset protection. They shared some great ideas for investing in our children’s future.
They were very knowledgeable and helpful with how to invest our income in different ways. Would highly recommend them to all our friends and family. – Melissa Memmott
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Suncrest Advisors – Idaho
ADDRESS: 3355 S Holmes Ave, Idaho Falls, ID 83404, United States
NUMBER: +1 208-542-1010
DESCRIPTION FROM BUSINESS: Suncrest Advisors focuses on making retirement simple. We provide a holistic approach to Retirement Planning and Wealth Management…
OFFICE HOURS
Mon 9:00 AM – 7:00 PM Tue 9:00 AM – 7:00 PM Wed 9:00 AM – 5:00 PM Thu 9:00 AM – 7:00 PM Fri 9:00 AM – 3:00 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – We first met Duane while transitioning into our pediatric dental practice over 15 years ago. Duane has been a trusted consultant and adviser for each significant financial decision we have made. His financial knowledge is unmatched and the tools he uses to show us the long term picture resulting from present transactions has been priceless! We are grateful for Duane’s expertise and trust him wholeheartedly. We strongly recommend Duane Fugleberg’s team and Suncrest Advisors Idaho.
Mark and Michelle Marlowe – Mark MarloweREVIEW #2 – We were 7 years from retirement when my husband lost his job that he had been at for 28 years. Our future looked bleak. An answer to our prayers came in the name of Duane Fugleberg. We attended a seminar of his that talked about retirement and money management. It gave us hope. We met with Duane and he helped us manage our accounts and gave us options so we could still grow our retirement even without a job. Now we have peace of mind knowing we are still on track for our retirement years. The Suncrest Advisors team was very professional and not pushy. We highly recommend Duane Fugleberg and Suncrest Advisors. We always felt like they were doing what was best for us, not just for them. Duane was a blessing in our lives. – Corinne Nelson
REVIEW #3 – I have had a wonderful experience with Suncrest Advisors. Duane and those that assist him have been respectful, kind and accommodating to my schedule. Complete attention to my situation and what my needs are for my future was given. I feel confident in Duane’s ability to guide my money and feel that he has my best interest in mind and that I’m in good hands with his direction. There was a willingness to answer questions and help me understand and I recommend Suncrest Advisors highly! – Sheila Johnson
REVIEW #4 – About a year/year and a half before meeting Duane I started praying about needing help with my finances. Being a single retired woman I didn’t know if that meant being guided to one of my brother-in-laws, or a financial advisor that wouldn’t just set me up for his or her own gain. I had never mentioned this to my close friend Gail, so when she out of the blue started talking about Duane, actually raving about him (after I had gotten off the phone with her) I began to wonder if he could be the answer I was seeking. Having worked with him now he absolutely has become exactly what I needed. Thank you never seems to be enough… however THANK YOU DUANE & YOUR TEAM! – Annette Bullock
REVIEW #5 – Very smart person to work with, has experience in Banking and knows the ins and outs of annuities, life insurance and long term care and how to structure the tools for good flexible plans. I have in the past talked with many folks and retirement planners. This is my go to guy. – Karl Rose
REVIEW #6 – My husband and I are in our 60s, semi-retired engineers, and have 2 adult children. We recently met with Duane Fugleberg at Suncrest Advisors to explore options to improve our current and future financial situation, both personal and business. I met Duane probably 20 years ago when in search of help and advice with a financial “crunch” that had come up for which none of our bankers, lenders, or investment advisors could help. Duane solved that particular problem and has since helped us with others.
This past visit gave us some options and hope, once again!
I thought I was on the right path. I never knew how much I didn’t know about such important stuff! It has become clear that I want to share his wisdom and tools with all my family and friends and co-workers ASAP! It should be a mandatory element of every young adult’s and parent’s education! Never too late though!!!!Duane is not a sales person–he is a people person and problem solver–a friend! I know he understands and cares about our best interests. He is able to use his knowledge, experience, and tools to assess each person’s puzzle pieces (goals and desires, assets, debt, insurance, taxes, retirement, risks, regulations, etc.) to show the current picture, and what options are available to achieve security and the picture you imagine. He doesn’t sugar-coat reality or push any particular product.
I shout my praise for what he offers from the rooftops! Don’t delay–set up a free consult with him to just get his assessment and possible options he might suggest (phone, zoom, in person-which is so easy to do from his website). It could change your life! – Carla Dwight
Guided Seasons Wealth Advisors
ADDRESS: 330 Shoup Ave Suite 302 3rd Floor, Idaho Falls, ID 83402, United States
NUMBER: +1 208-837-3988
DESCRIPTION FROM BUSINESS: At Guided Seasons Wealth Advisors, our mission is to guide families through all the seasons of life with clarity, compassion, and confidence. We take the time to understand your life goals, personal values, concerns, and the legacy you hope to build…
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 7:00 PM | |
| Sat | 10:00 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Russell is amazing! I’ve already learned so much from him. He really took the time to learn about us and what is important to my husband and I as we approach retirement. He evaluated and analyzed ALL of our finances, not just retirement accounts. Russell gave us recommendations, loaned us investment books to further our education, and is walking side-by-side with us as we consolidate and streamline retirement accounts. He increased efficiencies in our investments so we’re not paying unnecessary transaction fees. We now have access to a user-friendly online dashboard that gives us a comprehensive view of our finances, something we haven’t had in the past. Thanks to him, I’m now excited about retirement planning! – Kerry Hammon
REVIEW #2 – I cannot say enough about Guided Seasons wealth advisors, and Russell Slack I completely trust his advice and appreciate his proactive communication. He doesn’t just “manage money” he empowers you to make confident decisions for your future. If you are looking for a financial advisor who combines professionalism, integrity, and genuine care for their clients, Guided Season Wealth Advisors is one you can trust. Highly recommended! – Dawnell Higley
REVIEW #3 – I have had a wonderful experience working with Russell. He really goes out of his way to make sure we understand our financial situation, gives us good, sound guidance, and helps us set financial goals. He’s everything I’ve needed in a financial planner, and I recommend him to anyone looking for the same type of help. – Sean Coletti
REVIEW #4 – Russell is one of the hardest working, genuine, and honest men I have ever known. I don’t say that lightly. He’s always taken his time to listen, be informative and personable. He has done a great job at customizing my needs. I could not recommend him enough. – Dan Slack
REVIEW #5 – I’ve known Russ personally for nearly 20 years and have worked with him professionally many times over the years. When I consider the character and competence of anyone I’m going to trust with my financial planning needs, Russ absolutely fits the bill. I would recommend him to anyone without hesitation. – Blake Murray
REVIEW #6 – I’ve had an excellent experience working with Guided Seasons Wealth Advisors. My advisor (Russell) takes the time to really listen and understand my financial goals, and provides clear, thoughtful guidance every step of the way. I appreciate how professional, knowledgeable, and approachable they are—it makes navigating scary financial decisions so much easier. I feel confident knowing I have a long-term plan in place with someone I can trust. Highly recommend to anyone looking for reliable financial guidance. – shannon kerns
REVIEW #7 – I would trust Russ with his sound advice and sharp wit to help guide one through their retirement planning. Russ is diligent, organized, honest, and a true “go getter” to make sure everything is handled in order and correct. – Todd Jensen
REVIEW #8 – Russell was extremely knowledgeable and helped me set a plan in place to accomplish the goals and roadmap that I am trying to achieve. – Jeremy Olson
REVIEW #9 – Russell is so good at his job! He takes great care in everything he does. He truly cares about everyone he helps. Definitely recommend!! – Riley Avila
Snake River Investment Counsel
ADDRESS: 325 S Woodruff Ave #200, Idaho Falls, ID 83401, United States
NUMBER: +1 208-994-6729
DESCRIPTION FROM BUSINESS:
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 – At retirement, I needed a financial advisor to help me navigate the complex financial landscape. I courted several who made big promises on what they would do if I committed my funds to their care. Christian was different. He was willing to jump into my finances and give suggestions and explain principals even before I made any commitment to Snake River. I could see the tangible benefits of his counsel while the other advisors only promised information later. It was an easy choice. I chose Snake River. – Lance Curtis
REVIEW #2 – Christian Moon is not just your average financial sales guy, he truly acts as a fiduciary and really cares about his clients. When you are turning over your hard earned wealth to someone, you need someone that you can really trust. He is professional, knowledgeable and responsive. I recommend him to all of my friends and family! – Katie Leavitt
REVIEW #3 – Snake River Investment has been incredible to work with. They are very professional, responsive and have answered all of my questions. They go a step further than traditional investment firms, as they don’t just take your money and never think about you again. They actually work with you to achieve the best outcome. They show you options, explain what they mean, and make appropriate recommendations accordingly. They are an actual financial partner and genuinely care about your financial security and doing the best job possible. I recommend them to everyone I know. Top notch service, quality and honesty. Couldn’t be happier! – Jens Jensen
REVIEW #4 – This is intended to be an explanation of why I give Christian Moon (and Scott Jackson) the highest rating possible as a financial advisor. Over three years ago, after an exhaustive search and interviews with numerous financial advisors, I chose to hire Christian as my financial advisor. I still pat myself on the back for making such a great decision!
Over the past twenty-five years I have worked with a total of six financial advisors and have interviewed many others. Below are the reasons I believe Christian is in a league all his own.
1. I’ve worked with financial advisors whose advice seemed to benefit them more than it did me and, therefore, their advice could never be completely trusted. I have found the opposite is true with Christian. After over three years of working with Christian, I completely trust that the only criteria he is concerned with when giving financial advice is whether or not it is in my best interest.
2. I’ve worked with financial advisors who were impossible to get ahold of except for a short phone call for the once a year review. Again, I’ve found the opposite to be true of Christian. It never mattered whether it was a phone call, email, or text—Christian (or Scott) has always gotten back to me.
3. He has very impressive credentials and experience and it shows in his solid financial advice. I feel confident that he knows what he is doing.
4. He is a great communicator. I have referred three relatives with vastly different personalities and level of financial knowledge to Christian. As a retired educator, I am impressed with Christian’s ability to communicate effectively to a wide range of people and with his patience in doing so.
5. Last but definitely not least—Christian has gone above and beyond when needed, not just for me but for my three relatives as well. Among the four of us there have been several instances of legal issues or financial disruptions which necessitated numerous calls and hours of help from Christian. I was astounded by both his willingness to spend a lot of time helping us resolve these issues and in his good natured patience in doing so.
Watching Christian in action these past three plus years I believe that he truly cares about helping and doing a good job for his clients and that he has the knowledge and ability to do so. It is for those reasons that I give him my absolutely highest recommendation. – JEFF SMITH
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