4 Best Gold IRA Investment Companies Near Me in Kenosha, WI – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Retirement Advocates, Inc.
ADDRESS: 6123 Green Bay Rd #210, Kenosha, WI 53142, United States
NUMBER: +1 262-764-4816
SERVICES: Retirement Planning, IRA Rollover Guidance, Roth Conversion Planning, Tax Efficient Retirement Income Distribution, Investment Management, Fiduciary Financial Planning, Social Security Planning, Legacy Planning, Tax-Efficient Retirement Planning, Risk Analysis, Retirement Readiness Review, Tax Planning Strategies
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 – I’ve been consulting with Retirement Advocates for several years now, and am extremely pleased. Great attention to details, and solid, reliable service have kept me on track for a secure retirement. Maria Fliess is personable and communication is easy, open and very pleasant. I’ll be seeing her for years to come! – Diana Littner
REVIEW #2 – I started working with Maria several months ago and am very happy with the plans she has suggested for me. She explains everything in detail and makes sure I understand and am completely comfortable with our decisions. She answers all of my questions and responds quickly to any requests for information. I am confident that Maria and staff will be able to handle my financial needs for as long as I need. I highly recommend Maria and Retirement Advocates, Inc. – Carol O’Neal
REVIEW #3 – I’ve been working with Maria for several months now and she is very knowledgeable and will take as much time as necessary to ensure I understand the various product she is offering. There is no hard sell tactics. We were able to augment my retirement portfolio with low risk guaranteed monthly income for life to offset some of my more risky investments. I highly recommend Maria and her team. – Guy LeHouillier
REVIEW #4 – We met with Maria on several occasions as we worked through our retirement plan. She was very knowledgeable and explained things to us so we could understand easily. Because of her, we have a confidence that we didn’t have before! We would highly recommend Maria at Retirement Advocates! – Mark Friday
REVIEW #5 – Retirement Advocates has served me well. For 8 years now they have been attentive to my sometimes rather complex investment management needs. Maria offered me a multitude of suggestions and has made me aware of several investment options. My portfolio has grown in value such that I can retire worry free anytime I so desire. Goodness, so so happy now. – Thomas Pencak
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The Schaeffer Financial Group, LLC
ADDRESS: 2315 30th Ave, Kenosha, WI 53144, United States
NUMBER: +1 262-551-8900
SERVICES: Disability Insurance, Estate Planning, Financial Planning, Financial Support, Investment Advice, Life Insurance, Planner Planning, Portfolio Management, Portfolio Plan, Private Health Insurance, Profit Sharing Plans, Retirement Income Planning, Saving For College
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with Ed and Brad the past couple years for our business and personal needs. So glad we found them! – tim oezer
REVIEW #2 – We have been clients with them for years. Honest, professional, supportive and encouraging of our financial goals and willing to help in any way meet those goals. – Holly Jones
REVIEW #3 – Always helpful and kind. Truly professional. – Barbara Melone
REVIEW #4 – Knowledgeable, most importantly, also easy work with. – Tim Gall
REVIEW #5 – They are a nice group of people – Lori Burnett
Edward Jones – Financial Advisor: Mark D Berghuis, CFP®|AAMS®|CRPC™
ADDRESS: 2324 18th St e, Kenosha, WI 53140, United States
NUMBER: +1 262-551-8089
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 | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had an outstanding experience working with Mark Berghuis at Edward Jones for four years now. Mark has done an excellent job helping me grow my investments and consistently provides thoughtful guidance that’s tailored to my financial goals. He’s knowledgeable, professional, and always takes the time to answer my questions, making complex financial decisions easy to understand.
What really sets this office apart is the exceptional customer service. Mark and his entire team are always friendly, welcoming, and quick to help with anything I need. Every interaction has been positive, and it’s clear they truly care about their clients and building long-term relationships.
If you’re looking for a financial advisor who delivers great results, provides honest advice, and is backed by an outstanding office staff, I highly recommend Mark Berghuis and the team at Edward Jones. – Calvin Kleckner
REVIEW #2 – I have been a client of Mark’s since 2010. I have full trust in Mark with my retirement funds. He treats you as he would treat his family. I’ve learned a lot about the market from him which has built my confidence in Mark even more. He’s very knowledgeable and easy to work with. I would recommend Mark to anyone looking for a financial advisor. – Cindi Goyette
REVIEW #3 – We have been with Mark for 15 years. We couldn’t be happier with him. He has taken all of our worries about our investments away. I completely trust him. He has been very open and honest. He explains everything and gives us ample time for any questions we might have. We were very lucky to find him. – Debbie Bailey
REVIEW #4 – Mark has been managing my finances for years & im very confident in his abilities. He has the certifications, the expertise, and the ability to communicate in ways I can understand. The latter is especially important when making big financial decisions; with Mark I never feel like I’m asking a silly question and I never leave a conversation with any confusion. Mark and his office manager are also super responsive; this reaffirms my money is being managed by professionals who take this seriously and care about their clients. Don’t hesitate to call & make an appointment with Mark – best financial decision ever, the growth in my account speaks for itself!! – Michelle Coulter
REVIEW #5 – Mark has a wonderful way of explaining things to me so that I can understand the dynamics of stocks and bonds. He has helped to grow my savings and apply analogies to help me understand what is going on. I would highly recommend Mark. He is very trustworthy and Jeri, his office manager is knowledgable and friendly as well! – Cheryl Kasdorf
Edward Jones – Financial Advisor: Daniel J Pascucci, CPWA®|AAMS®
ADDRESS: 4901 60th St, Kenosha, WI 53144, United States
NUMBER: +1 262-652-2968
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 – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – This team has made my life long passion possible with their sound advice on my financial needs. BEST investment group I have ever used. – Linda Borneman
REVIEW #2 – We love working with Dan and his team. They are friendly and very informative. I highly recommend them. – Laura Bisciglia
REVIEW #3 – Great educational way of investing. – Robert Santana
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