4 Best Gold IRA Investment Companies Near Me in Kalispell, MT – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
French Wealth Management – LPL Financial
ADDRESS: 1131 S Main St, Kalispell, MT 59901, United States
NUMBER: +1 406-756-5151
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Estate Planning, Independent Wealth Adviser, Insurance Planning, Investment Advisor, Investment Strategy, Personalized Strategies, Retirement Planners, Strategic Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been working with Michael at French Wealth Management since he started. His continued service has met our every need. We most appreciate his accessibility and recognition of our lifestyle in managing our assets. We highly recommend him and his staff! – Randy Kenyon
REVIEW #2 – Michael and the staff at French Wealth have made our process of preparing for the future straightforward and easy. Highly recommend to anyone looking for help in financial planning. – Damon Lipka
REVIEW #3 – I am totally impressed and satisfied with the services provided by French Wealth Management. Michael French and his assistants have consistently delivered excellent professional attention, with a personal touch, to all financial matters that my wife and I have needed help with. Michael also provided access to his conference room for several of my business associates and me, to have an important private meeting, and he shared critical guidance at times during the meeting when matters became confusing. I cannot recommend his services highly enough because they are that valuable. – Bob Windauer
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Ascent Wealth Management PLLC
ADDRESS: 1220 Whitefish Stage Rd, Kalispell, MT 59901, United States
NUMBER: +1 406-314-4009
SERVICES: Customized Financial Planning, Equity Investments, Estate Planning, Individualized Financial Planning, Investment Account, Investment Advice, Investment Advisory Service, Investment planning, Legacy Planning, Portfolio Construction, Real Estate Investments, Retirement Accounts, Risk Management, Stocks And Bonds, Wealth Management Process
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 – My experience with John Michael went above my expectations. He brought clarity to to my financial choices, validated my concerns, and gave me a roadmap to help me navigate through a rough life transition. I highly recommend him, as he is thoughtful, considerate, and explains things in clear terms. – H R
REVIEW #2 – We love working with John Michael. He is detail oriented, responsive and excellent with follow up. – Sheila Siegel
REVIEW #3 – John Michael was been incredibly helpful in guiding us through our financial plan. He took the time to understand our goals and gave clear, practical advice that was easy to follow.
His knowledge and professionalism gave us a lot of confidence, and he explained things in a way that made complex decisions feel manageable. We’re really grateful for his support and would highly recommend him to anyone looking for thoughtful financial guidance. – Natasha Bartha
Harris Financial
ADDRESS: 104 Westview Pk Pl Ste 100, Kalispell, MT 59901, United States
NUMBER: +1 406-862-4400
DESCRIPTION FROM BUSINESS: 401k, 403b, 529, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Protection, Bonds, Brokerage Accounts, Defined Benefit Plans, Insurance, Investment Management, Mutual Funds, Retirement Investment Strategies, Retirement Plans
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband began working with Harris Financial many years ago for his company 401K plan, and when I inherited some funds of my own, I also began working with Evan as well. We both appreciate the thorough attention paid to our concerns and needs, as well as Evan’s prompt response to any questions we may have. He is a great teacher and has helped us to learn and understand the ins and outs of different investment types as we have navigated through many changing stages of our life. The personal touch and expertise provided by Evan and his team has always been so important and appreciated – they check in regularly and their expert advice is always helpful and right on point. We are grateful for the friendship and professionalism of this wonderful team and would never work with anyone else. – LSTT T
REVIEW #2 – In 2023, I transferred my accounts to Harris Financial and have been very happy with their service. Prior to that, I had been searching for a different investment firm due to feeling undervalued by my previous advisor. After joining Harris Financial, that problem disappeared. They always treat me as a VIP. Now I receive more than excellent service, because the staff at Harris Financial are sincerely interested in continuing the legacy of their founder – to create and maintain an atmosphere of family with their clients. I will continue to recommend Harris Financial at every opportunity. – christy olson
REVIEW #3 – I have been a client of Harris Financial for about 20 years, working initially with Rex and then with Evan. They have always been patient in my learning process of wise investing and have been very encouraging. They have walked me through beginning investment education, buying and paying off a house, saving for retirement, and recently transitioning into retirement. No matter who answers the phone I have been treated kindly and know that everyone on the team cares about what I care about (and may be confused about) at the moment. I appreciate their regular check-ins, individualized suggestions, and personalized strategies in light of getting to know my (changing) situation and concerns. The team performs the duties of their jobs not just because “it’s their job” but because they truly receive joy out of helping others. I highly recommend Harris Financial and hope to work with them for years to come. – Cheril Pilgrim
Piton Wealth Kalispell
ADDRESS: 490 Cascade Lp Ste. A, Kalispell, MT 59901, United States
NUMBER: +1 406-756-7797
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Allocation Strategies, Asset Management, Financial Plans, Investment Advisory Services, Investment Management, Investment Planning, Investment Strategies, Protection Planning, Retirement Planning Services
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 – Piton Wealth and our advisor Aaron Ells have been a great resource to us. First, by helping organize all aspects of our financial lives so we could be more strategic in planning for our current needs and achieve the retirement we wanted.
Secondly, Piton has done a great job with our portfolio, our investments have been managed wisely, and the growth has been substantial.
Lastly, Piton wealth and Aaron stay connected and committed to their clients. We get messages and phone calls often to check-in on our status and give us updates. They are always available for questions or advice. We strongly recommend Piton Wealth; they have earned our trust! – JEFFREY Stevenson
REVIEW #2 – My wife and I have been working with Aaron Ells and Piton Wealth for the last 5 years. Their services have been immensely beneficial and practical. Aaron paints a clear and understandable picture of where we are fiancially each year and helps us navigate our retirement spending, saving and investing. Thrivent has a continuous eye on our investments at all times to ensure that timely changes are made to our investment portfolios. Trivent provides updates in the form of quarterly meetings that can be attended in person or remotely; their knowledge and expertise provides solid guidance during times of turbulent markets. We feel our retirement position and planning is much stronger because of Aaron’s and Thrivent’s involvement, guidance and expertise. We are grateful for the services they have provided. – William Brandenburg
REVIEW #3 – I have been involved with Aaron and the Piton Wealth team since I began saving and investing in earnest for my future. They have provided professional, expert investment guidance every step of the way and the results we’ve achieved have met and even exceeded my expectations. Their thoughtful insights into the whole picture of ‘Life Planning” helped me with other major life and financial decisions associated with being financially healthy and prepared. They keep me updated and informed with newsletters, phone calls and regular Client events at the local office and they are doing an excellent job of guiding my spending as I enjoy retirement! I highly recommend Piton Wealth! – David PIERCE
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