4 Best Gold IRA Investment Companies Near Me in Jackson, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Generations Financial Planning & Wealth Management
ADDRESS: 977 Airport Rd, Jackson, MI 49202, United States
NUMBER: +1 517-795-2025
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:00 PM | |
| Wed | 8:00 AM – 7:00 PM | |
| Thu | 8:00 AM – 7:00 PM | |
| Fri | 8:00 AM – 7:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Dylan and the team at Generations are incredible to work with. The attention to detail and customer service is outstanding. After interviewing several wealth management companies, it was an easy decision to put my trust in them. – Mason Satterfield
REVIEW #2 – Very knowledgeable and willing to work to fit your personal needs. Excellent staff. – Mark Underwood
REVIEW #3 – One of the best. Invest with trust knowing your money and investments will be handled as if they were their own. – Connie Konkol
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Avery Wealth, Inc
ADDRESS: 2727 Spring Arbor Rd, Jackson, MI 49203, United States
NUMBER: +1 517-783-1695
DESCRIPTION FROM BUSINESS: Avery Wealth provides financial planning, retirement strategies, and investment management for individuals and families in and around Jackson, MI. Our advisors help you build, protect, and enjoy your wealth with confidence.
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Choosing Avery Wealth and entrusting our financial future to Dan and Amy was one of the best decisions we’ve made. Over the past several years, they have been invaluable partners, helping us navigate significant milestones like career changes, major life events, and even multiple relocations. Their unparalleled expertise ensures every move is strategic, their prompt communication means we’re never left wondering, and the amazing customer experience they provide makes a typically stressful process feel seamless. Five stars! – Jonathan Payne
REVIEW #2 – We can’t say enough positive things about the folks at Avery Wealth. The past seven years of partnering with them have been pleasant, prosperous and virtually worry free. On the prosperity issue some of the success is due to great timing as well as the market and we realize there will be ups and downs along the way but knowing we are with the right organization gives us the confidence for what will hopefully be a long and secure journey ahead. While Brent is our main point of contact, we feel right at home with each and every member of the Avery Team and feel truly blessed to have them looking out for us. – mike kestner
REVIEW #3 – We have been with Avery Wealth for several years. Dan Reese has always made himself available to us at the drop of a phone call. His partner and staff are caring, personable and clearly exhibit knowledge in their area of the company. Avery Wealth is very transparent regarding their mission, service and compliance. – Victoria Burke
REVIEW #4 – We have been associated with Dan and Avery wealth for 7+ years, they have taken great care of our investment, provided great insight and advice along the way! – Jim Antrup
REVIEW #5 – I highly recommend Avery Wealth to let them manage your retirement funds. They work for you and can help develop a plan. At the very least take the time to talk with them, you owe yourself that much. – G S
REVIEW #6 – The Avery Wealth team is phenomenal. They offer steady, consistent, and knowledgable consultation and advice. – Shawn Personke
REVIEW #7 – Very helpful, knowledgeable, attentive, and they have the heart of a teacher. Pointed towards them because they are SmartVestor Pros, as recommended by Dave Ramsey. – Mike B
Richmond Brothers, Inc.
ADDRESS: 3568 Wildwood Ave, Jackson, MI 49202, United States
NUMBER: +1 517-435-4040
DESCRIPTION FROM BUSINESS: Richmond Brothers, Inc. is an SEC-Registered Investment Adviser
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Richmond Brothers has been assisting my family since early retirement days, before and after the death of my husband and helping manage all the issues that went with the loss of a spouse. I honestly do not know how I would have managed without their help. Matt and Adriaan have been awesome, going over everything on a regular basis, always clearly reviewing my account. Everyone at Richmond is just top shelf, smart, kind, caring. I really could go on and on about how great they are professionally and personally! What a wonderful organization! – Denise Sibrt
REVIEW #2 – Matt and his team are amazing to work with. Matt really listened to my goals and priorities for the future. He then worked with me to outline a concrete path forward that to reach (and exceed) my retirement and other savings goals. Matt and his team are professional and quick to respond to questions. The process was fun and enjoyable and not overwhelming in anyway. I feel very good about my financial future and I am excited to continue to work with Richmond Brothers moving forward. I highly recommend Richmond Brothers for financial advising and planning. This is an A+ group – both professionally and as individuals. I’m very honored and excited to work with Matt and his team of advisors. – Deborah Huntzinger
REVIEW #3 – We have been clients with Richmond Brothers for many years now. They have done an excellent job of helping us manage and balance our investment portfolio so that we are very comfortable in our retirement years. The team is great to work with. They are very responsive when we need them and keep in touch regularly. – Lauren Oien
REVIEW #4 – Without the assistance of Richmond Brothers I would not be in the great financial shape that I am today. They played a huge part in making my 401k grow prior to my retirement. And now that I am retired, they continue to make it grow. I know that even though I have spent a substantial amount of my 401k, due to the great work of Richmond Brothers I am pretty close to having the same amount in my account that I had when I retired. I just can’t say enough about how much I appreciate my relationship with them and my financial gains I continue to make! – carol bruce
REVIEW #5 – Recently had a financial planning meeting with Richmond Brothers. We met with Marrissa, Lindsay and Alexis. They all were very professional, helpful, considerate and patient . It’s has always been a pleasure doing business with all of you. We trust you. Thanks again for helping us take care of our finances. – Jack and Kathy Ferguson
REVIEW #6 – We just had our periodic RECONNECT session with Matt covering the progress within our portfolio. Not only are things going okay but the plan we set for our future a few years ago continues to come to fruition thanks to Richmond Bros continuing efforts. It is very comforting to know we have a partner such as the RB crew. So glad we connected with Dave and Matt when we did. – John Richter
REVIEW #7 – The Richmond Brothers team is professional and very knowledgeable. They keep me up-to-date on national financial trends. When I’m speaking with them, I feel like I’m their only client. I highly recommend their services. – Ondrea Williams
REVIEW #8 – Highly recommend Richmond Brothers. The service has been outstanding and I I’m able to enjoy retirement without worry thanks to the entire team. – John Strzalka
REVIEW #9 – Excellent investment company with the customer being treated as part of the family. They perform their jobs in a exemplary manner with high quality. Thank you – Tom Finco
LDM Advisors
ADDRESS: 2652 Spring Arbor Rd, Jackson, MI 49203, United States
NUMBER: +1 517-795-1093
DESCRIPTION FROM BUSINESS: We help our clients understand money. Our company mission statement is: to help Americans become financially independent – Whatever their circumstances and needs are.
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 8:00 AM – 8:00 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Lee is just simply the best! I have been with him for years and trust him completely with all the big stuff. He is intelligent and compassionate when explaining new things to me, and is always there when I need him to answer any questions or concerns. His team is ON TOP of it with scheduling meetings and organizing all necessary admin. Couldn’t ask for more, highly recommend! – Ashly Sboray
REVIEW #2 – Met Lee several years ago and he has been so helpful to me and my wife. He’s honest and thorough with our estate planning and patient with me ( who’s not very organized sometimes). He very detailed on everything, which again helps keep me on the right track. If anyone is not very experienced in these sort of things, or are overwhelmed even thinking about how to start planning or investing in there future He and his staff are where you need to start! Sincerely, Brad and Holly Wilson Port St Lucie FL – Brad Wilson
REVIEW #3 – Lee has been instrumental in working with our family to get us ready for our retirement years and beyond. We have been clients for 15 years with Lee. Having Lee in our corner has helped make our years of planning easier. Lee listens to our needs and concerns then he helps us plan and invest accordingly. – Penny Polston
REVIEW #4 – Lee, your help in structuring our investments and finances for retirement has yielded some amazing results. Even though I have a few years left before that day, we feel confident in the direction you have helped us set. Your vast knowledge of the markets and financial intuition have served our portfolio well over the years and brought peace of mind as we prepare for our the chapter. Thank you!!! – Chris Bouldrey
REVIEW #5 – I have been a client with L.D.M. for roughly 4 to 5 years. I find Lee to be very knowledgeable, friendly, and accommodating. In addition to the semi annual meetings that he schedules, he makes himself available for any questions in between those dates. As I approach retirement, Lee has adjusted my portfolio in order to maximize my future income. I highly recommend his services. – Bruce Krohn
REVIEW #6 – Lee & his team have been really stellar with my wife and I. We are new to all of this and LDM & Associates Inc., have been very patient, kind, and take the time to lead and teach us well in making financial decisions. Aside from my Student Loan, they helped us move out of debt. – James Pope
REVIEW #7 – Lee has been excellent setting up automated investing and explaining the strategies for retirement and near term goals. We are making great progress towards our goals! – John Dethlefs
REVIEW #8 – I have know Lee as my financial advisor for many years. Though we have a professional relationship, he is also a true friend. Lee and his staff go the extra mile for their clients. My future has definitely become brighter since the day I signed up with LDM. I would definitely recommend them to everyone. – Spinner Spinner
REVIEW #9 – Lee is the nicest human I think I’ve ever met. He is also phenomenal at his job. I’ve tried several financial people and he is the only one I had piece of mind using. Give him a shot, your future financial freedom depends on it !! – Ben Harmon
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