4 Best Gold IRA Investment Companies Near Me in Kalamazoo, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Candor Wealth Strategies
ADDRESS: 5955 W Main St Suite 231, Kalamazoo, MI 49009, United States
NUMBER: +1 269-348-0663
DESCRIPTION FROM BUSINESS: Candor Wealth Strategies serves clients in the Kalamazoo area and surrounding communities with holistic financial and retirement planning services. We specialize in helping clients grow and protect their wealth, mitigate taxes, create enough income to last a lifetime, and then leave a legacy for loved ones.
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 – We love working with Sarah and appreciate her insights and investment knowledge. I would highly recommend. – Shirley Kovach
REVIEW #2 – I feel very confident and secure with Candor Wealth Strategies. So much more personable!
The last company I was with, I was constantly getting a different advisor and only talked to them when they introduced themselves! – Dolores Coopmans
REVIEW #3 – Sarah has given me excellent advice since I retired. Two thumbs up! – bob lohse
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Daus Financial Group
ADDRESS: 487 S Drake Rd suite a, Kalamazoo, MI 49009, United States
NUMBER: +1 269-321-7472
DESCRIPTION FROM BUSINESS:
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am extremely pleased with the service I have received. The entire team at Daus Financial has been wonderful to work with. If you need a financial planner I would highly recommend Daus Financial. I work with Trenden and he is extremely knowledgeable and very easy to work with. I would not hesitate to recommend the Daus team to anyone. Ryan, Trenden, Justin, Autumn, Terra, and Grace are a great team. – Kathleen Walters
REVIEW #2 – We recently moved our portfolio of investments to DFG and have had a great experience thus far. The onboarding process is thorough and their entire team made the process easy. The amount of time they invested with us in the first couple months is more than we received in the past number of years from our prior advisor. Their website is comprehensive and easy to track your investments along with scenario planning. Tacking on some additional life insurance was also a breeze. We would highly recommend DFG to anyone looking for a full service advisor. – Chris Kalish
REVIEW #3 – I appreciate Daus Financial for helping me meet all of my needs to get me to retirement with peace of mind. Everyone is friendly, especially Trenden Peacock and Autumn Hewitt. I love seeing my name on the welcome sign when I walk in for an appointment 😊 That’s a nice touch. Also, I love the ability to check on my accounts anytime and the app is easy to understand. Thank you for all that you do. – Veronica Pearson
REVIEW #4 – I signed up with Daus Financial a year ago following a number of months of discussion to align what was right for me. During the initial engagement period Ryan and his team spent a lot of time to get to know me and what I wanted out of the relationship and presented me with options that they felt right for me. They did not over sell it; set realistic expectations and delivered. I have no hesitation in recommending Daus Financial Group for anyone looking for a company to manage and invest your finances. – Jim Kearns
REVIEW #5 – Working with Daus has been great! Specifically working with Trenden has been an awesome experience. He takes the time to review your financials, make recommendations, and explain things clearly. Such a great experience. – Briant Daniel
REVIEW #6 – I love working with the Daus Financial Group! They all go above and beyond to keep me well informed and to help me make the best decisions for my financial security and future. It feels so reassuring to work with a company that puts their customers first and that I can feel confident in regarding their honesty and ethics. If I could rate higher than 5 stars I certainly would! Thank you Daus Financial for taking such good care of me and for making me feel like part of your family. – Linda VanLiere
REVIEW #7 – Ryan is personal and very knowledgeable of what I am looking for. Listens and puts together a plan that is easily understood and secure in approach. Would recommend to anyone looking for financial guidance. – Slate
REVIEW #8 – Days Financial group is a wonderful group of talented and knowledgeable professionals. We appreciate their help in managing our financial plan to set us up for long term success especially as we move more into retirement. – Rebecca Davis
REVIEW #9 – I have been with Daus now for close to 5 years. Since then the team has expertly managed my entire financial portfolio and given solid advice to me regarding other personally controlled assets and investments. Trenden has been incredible at helping me to learn more about financial planning. He has given me peace of mind through thorough analysis and assessments of multiple pathways for my investment portfolio by providing solid insights and recommendations to strategies that fit my current and future lifestyle goals. While I am still quite a ways from retiring, I have absolute confidence that they will be able to support my financial needs when the time comes to retire.
Looking forward to many more years to come! – Chris Sookhai
Plan 4 Financial Design
ADDRESS: 4000 S Sprinkle Rd, Kalamazoo, MI 49001, United States
NUMBER: +1 269-552-4200
DESCRIPTION FROM BUSINESS:
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I have been investing with Plan 4 Financial for about 11 years now and have been very happy with their services. Well last year was the test of time for us and I was able to retire. In our case my retirement had several variables to consider and with Nikkie and Dennis support they helped us navigate through those decisions. Yes I would highly recommend Plan 4 Financial Design for your retirement planning needs. Nikki and Dennis have been a huge part in helping us build a successful retirement. – Steve Sajtar
REVIEW #2 – We have been investing with Plan 4 Financial for 13 years. Whether it was Dennis, Jeff, or more recently, Nikki and Dan, our experiences have always been positive with exceptional results. We were especially impressed with Nikki and Dan because of their knowledge and understanding of the business and their pragmatic approach to our personal needs. We have the utmost confidence in them both. We feel that the day we walked into Plan 4 Financial, the stars were certainly aligned in our favor. – Barry W
REVIEW #3 – I have been a client of Jeff’s for many years, and I would like to say friend also. We have double my money within less than 9 years; with today’s economy I’m very pleased. I am looking forward to continuing service that he has provided. Highly recommend, all members of Plan 4 Financial are so professional and friendly, thanks!
I really like the new location, easy to access and well kept up. The owner is always friendly and approachable, wants to know his clients and how they are doing.
Thanks ! – David Waske
REVIEW #4 – We have been working Jeff for 10 years. Jeff has provided us with guidance and information to help us make good investments. In addition, Jeff has always quickly responded to our questions with an email or phone call. We look forward to continue working with Jeff and his company. – Chris Hamman
REVIEW #5 – I have been working with Dennis Starbuck and Nikki and Jeff for soooo long, I think since 1999; Dennis saved me and my retirement plans from disaster during the 2008 Bush economic disaster; and, then, after that managing my investments so that my retirement was safe. Happy Camper!! – Rick Magalotti
REVIEW #6 – We Have been with them for years and we are very happy with our investment. Nikki has been extremely helpful, always available when we have questions. Would highly recommend. – Jennifer Barnett
REVIEW #7 – Responsive and professional. Nikki has been outstanding to work with. – pjakub1337
REVIEW #8 – Excellent planning and care throughout the process! Well done! – wd8usa
Edward Jones – Financial Advisor: Matt McDonald
ADDRESS: 3005 Oakland Dr, Kalamazoo, MI 49008, United States
NUMBER: +1 269-345-0783
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Wed | 8:30 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Thu | 8:30 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Fri | 8:30 AM – 12:00 PM / 1:00 PM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – In a most difficult time of my life, I was referred to Matt McDonald to assist me with my financial portfolio. I am forever grateful for the referral as the care, kindness, helpfulness and honesty were the qualities that are most important to me and which Matt evidences consistently. He is intelligent, compassionate and able to explain his recommendations clearly and with evidence. He gives you the time you need to make informed choices and is available when needed. I trust him. – Suzanne Friesner
REVIEW #2 – If you are looking for a financial advisor, stop searching and make an appointment with Matt. He is the most thoughtful, caring professional you will find. Matt clearly has a passion for helping families with their financial future and he explains things in a way that is easy to understand. His genuine personality is such a blessing! In addition to this, Abbe his Branch Office Administrator, is equally as professional and kind. This team can’t be beat! – Theresa Johnson
REVIEW #3 – I have been using Matt as my financial advisor for about 4 years. I’m self employed so I needed to set up my own financial future and he has helped me do that with gains every year. Last year, my husband met with Matt and switched his retirement to him as well and couldn’t be happier. Matt is an all-around great guy that treats you (and your money) the way he would treat his own and his family. Thank you Matt!!- Rebecca Kalamazoo
REVIEW #4 – Matt is true professional. When you’re looking to invest you’re money in a retirement, you need to have someone that you can trust. I moved my money from two other firms to Matt and have been more then pleased with the level of honesty that he brings to the table. I am very comfortable knowing that it is in good hands, and will continue to recommend him to any friends and family that are looking to invest. Thank you Matt, I look forward to lasting relationship. – James Rose
REVIEW #5 – Matt is such a kind, caring advisor. He will make you feel welcomed and at ease from the first appointment, even if you’ve never worked with a financial advisor before. I’d highly recommend Matt for help in retirement planning. – Sara Dunn
REVIEW #6 – I was in the area and saw their hours. They are open Monday to Friday from 8:30 to noon and from 1 pm to 5 pm. On Saturday by appointment only. Most of the places inside this Oakwood Plaza is wheelchair accessible, big door and level floors with the outside – Erna LaBeau
REVIEW #7 – I meet with Matt regularly as a source of reliable wisdom and advice. He has a passion for his role as a financial planner which radiates outwardly in the form of knowledge, empathy, and understanding. He specializes in helping families who are effected with Alzheimer’s disease. – Daniel C
REVIEW #8 – Matt is fantastic! I went in having never invested, and came out confident and VERY well informed. Covered all the bases, answered all the questions, and brought up plenty I hadn’t considered. And he’s really not a salesman at all. Everything was presented but nothing was pushed in the slightest aside from the “This is a REALLY good decision and you should be doing this” stuff that an advisor should be telling you. Plus he’s great fun to talk to! I look forward to my appointments here 🙂 Highly recommend! – Robert Willett
REVIEW #9 – Been working with Matt for years. Highly responsive to his clients and takes initiative in working for me. Knowledge, attitude, and approach is top notch – highly recommend allowing Matt to help you achieve your goals. – Dan French
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
