4 Best Gold IRA Investment Companies Near Me in Lake Charles, LA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
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Global Asset Management Group
ADDRESS: 4904 Big Lake Rd, Lake Charles, LA 70605, United States
NUMBER: +1 337-419-1855
DESCRIPTION FROM BUSINESS: Global Asset Management Group was founded to offer our clients a way of global investing, based on long term client relationships and a focus on quality of services offered…
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 – Very client oriented. Even during two major hurricanes that destroyed their office and disrupted their own homes, they made themselves available to answer questions and continued to focus on their clients! Great staff who are all dedicated to staying on top of today’s crazy market makes them the firm i trust with my family’s financial well-being. I highly recommend them to anyone! – Southwest Communications
REVIEW #2 – Very professional, knowledgeable and caring staff. I highly recommend their services! – Tyler Richard
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Generation Wealth
ADDRESS: 605 Mill St, Lake Charles, LA 70602, United States
NUMBER: +1 337-602-6740
DESCRIPTION FROM BUSINESS:
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Generation Wealth has been a game-changer for my financial planning. Dustin and Danielle Granger provide a personalized approach that is unparalleled. They take the time to understand your unique financial goals and tailor their advice accordingly. Dustin’s deep knowledge of investments and Danielle’s keen eye for financial strategies make them a powerhouse team. Their transparency and genuine care for their clients’ success set them apart from other firms. I’ve seen remarkable growth in my portfolio since working with them.
The customer service is exceptional – they are always prompt, approachable, and willing to go the extra mile. I feel confident and secure with Generation Wealth guiding my financial journey. Highly recommend! – Mike Williamson
REVIEW #2 – I highly recommend the team at Generation Wealth. This dynamic sibling duo has my complete trust in using their expert skills to advise me on investments and my retirement planning. I now have an obtainable plan for my retirement. I am truly grateful to have found Dustin & Danielle and I look forward to our continued relationship for years to come! – Kristen Luchsinger
REVIEW #3 – Danielle and the Generational Wealth team have been an excellence resource for myself and our family thus far. Their ability to explain and walk us through complex financial planning has been invaluable to our long term financial goals. We look forward to our continued partnership and growth! – Blair LeJeune
REVIEW #4 – Danielle provided an incredibly insightful presentation to our business on how to build financial wealth, and I learnt more in that hour compared to anyone I have ever spoken with or any article I have ever read! She is articulate, approachable and comes with a wealth of knowledge that was communicated in a manner that was easily digestible. I cannot wait to start implementing all of the tips and tricks Danielle recommended around increasing my wealth! – Alisha Michaels
REVIEW #5 – Working with Generation Wealth has been a game-changer for me in navigating the complex world of investments. I have seen significant growth in my investment portfolio while feeling confident and secure in my financial choices. Not only do they possess a keen understanding of market trends and investment strategies, but they also take the time to understand my personal financial goals and risk tolerance. I highly recommend Generation Wealth to anyone seeking expert guidance and support in achieving their financial goals. – Jared Leger
REVIEW #6 – My wife and I have been with Generation Wealth for 10 years. In that time, we have always received great, personalized service. Any questions are quickly answered about planning for the future. The entire team is outstanding! – Patrick Juneau
REVIEW #7 – Recently started working with Generation Wealth for financial planning, and it’s been a fantastic experience so far. The team is knowledgeable, responsive, and truly focused on helping me reach my goals. Looking forward to many years of partnership! – Glyn Foreman
REVIEW #8 – I am the second generation in my family to be a client of Generation Wealth, and their exceptional level of personal service is a standard that has not changed through the years. I am now one of their out-of-state clients, and despite opportunities to move my account, I continue to highly endorse their financial team because their advisors have earned my trust and my loyalty. – Mary Monica Roy
REVIEW #9 – My relationship with Generation Wealth began long before it was Generation Wealth. Almost 50 years ago Glen Granger (Dustin and Danielle’s) father was my parents’ financial advisor. In the early 2000’s I transferred my investments to Glen. Shortly thereafter, Dustin joined his father. Later Glen retired and Danielle joined Dustin and formed what is now Generation Wealth.
They have always provided sound financial advice based upon frequent communication with me and my wife to determine our goals and investment comfort level.
In addition to investment advice, they provided advice on additional insurance, home financing, auto financing, and setting up educational accounts for grandchildren and other relatives.
They have always provided advice in our best interest and together we developed a portfolio that has allowed us to retire in comfort. – Richard Spell
Joe David Gentry – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 4110 Lake St Ste 100, Lake Charles, LA 70605, United States
NUMBER: +1 337-562-3350
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Joe has been very helpful with my family’s financial needs. He is always available when we have questions, makes sure our investments align with our goals, advises us when changes may need to happen and takes the time so we understand our investments. Joe will always be recommended to our friends and family. – JoAnn Fisette, Realtor in Southwest Louisiana
REVIEW #2 – Joe has been very knowledgeable in helping us with understanding our investments. He is patient and kind. We appreciate him keeping us updated and being available to answer any questions we have. – Tammy Baker
REVIEW #3 – Joe Gentry has been an incredible asset on our investment journey. His honesty, along with knowledge of market happenings is second to none. Joe Gentry has fostered our financial literacy along with helping us build financial stability. – gee bake
REVIEW #4 – Joe has always been available when I have a question. He can explain what’s going on in terms that I understand. Very knowledgeable about investments and what will work for me. Very dedicated to his job and his clients. – Jody Guthrie
REVIEW #5 – Mr. Joe Gentry advised me on several different financial things. I appreciate his honesty and loyalty to my future. I trust him to make good decisions for me and my family!! Thank you very much! – Lisa Fontenot
REVIEW #6 – Joe knows the market and keeps me updated for changes I might need to make navigating an ever changing market. Highly recommend Joe & totally satisfied with their service. – Phillip LaCaze
REVIEW #7 – Mr Gentry has always had my best interest in mind and has the ability to talk to me on a way I understand..highly recommend – Sabrina Hutto
Northwestern Mutual
ADDRESS: 127 Broad St Suite 600, Lake Charles, LA 70601, United States
NUMBER: +1 337-436-8940
DESCRIPTION FROM BUSINESS:
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 wanted to leave a Review on Patrick Baylee. To say it was an easy experience is an understatement. After my mother passed to say it was an easy experience is an understatement. After my mother passed away and we had to pay For unexpected funeral expenses, I realized how important it is to have something set in place. Mr.Baylee help me understand everything that goes into this process. He probably stayed on the phone with me for an hour time after time answering every stupid question that I have to make sure that I was sure and comfortable with the whole process. I have nothing but good things to say about this company. I recommend them to everyone And will continue to do so. Very simple, very fair pricing and lots of peace of mind that everything will be taken care of. Thank you, Northwestern mutual. – jason clark
REVIEW #2 – I came here with a family member to take care of some financial business. My family member had not made an appointment. The ladies working at the desk were very welcoming and said we should wait in the lobby until we could be seen. They offered us water and coffee. They were very kind.
Shortly a young woman came out to help us. She brought us into an office with a beautiful view of the lake. She was very helpful and friendly. She helped my family member get his business done. – Travel Gal
REVIEW #3 – I wanted to leave my experience with David Girola. David was recommended to me by my dentist when I was asking about how she was preparing for retirement. She reached out to David for me and gave him my contact info.
David contacted me about a week later and scheduled a phone call meeting for us to go over some details (his office is in Lake Charles while I live near Houston). I spoke with him yesterday and I am amazed at his customer service! Even though I was not a client of his, he spoke with me for over 30 minutes about my financial situation and how best to provide for my family for retirement.
Due to the distance, he felt it would be better that I meet with one of his trusted friends with Northwestern Mutual in Houston, as it’s better to be able to meet with a financial advisor in person to discuss what’s happening with your account. Bottom line is I felt he had my best interests at heart and wanted me to get the best help for my situation. He gave me a lot of good advice. – New User
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