4 Best Gold IRA Investment Companies Near Me in Lethbridge, AB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Advantage Financial Services Inc
ADDRESS: 3222 Fairway St S, Lethbridge, AB T1K 8A3, Canada
NUMBER: +1 403-381-9195
SERVICES: Wealth management, Alternative Investments, Comprehensive Financial Plans, Estate Planning, Financial Advice, Investment Advisors, Investment Planning Strategies, Pension Plans, Retirement Planning, Savings Plan, Stocks, Tax Credits
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 – 2:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Advantage Financial Services is outstanding! The staff are amazing—friendly, knowledgeable, and always willing to go the extra mile. Communication is clear and consistent, which makes the entire process stress-free. Most importantly, they are trustworthy and genuinely have their clients’ best interests at heart. Highly recommend! – Brenda Braden
REVIEW #2 – We have had Ryan do our investing for the past 20 years. He has done an amazing job!! We are getting ready for retirement and he has us in the best position financially. We couldn’t have done it without him and his team!!! – Sharon Dahl
REVIEW #3 – I am happy to say that my experience with Advantage Financial Services has been very positive. Ryan and Dan have given good advise and have also honored my wishes when I requested some unconventional investments. Skylar is always ready to help out on the admin side and sees that things run smoothly. More important the rate of return has been better that expected. Keep up the good work. – Bill H
REVIEW #4 – I’ve dealt with Advantage, and Ryan Peterson for many years now. I really appreciate their personal touch, while staying true to their internal model for investing. Its not easy to keep the emotion out of investing and Ryan does a fantastic job keeping everyone focused on the long-term plan. Have and will continue to recommend to people. – Scott Mills
REVIEW #5 – The team at Advantage Financial has managed our funds for several years. Ryan never speaks over our heads to confuse us with market-ese, but explains things in a way that reassures me. He’s responsive and a great communicator. Now our kids are using his services to manage their money too. I highly recommend Ryan and his team! – Kathy Witdouck
REVIEW #6 – Ryan and Dan make me confident that I have invested my retirement funds with someone I can trust. They have a good solid investment strategy that has worked well for me and years to come. A great customer appreciation night as well. Thank You. – Brian
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Osmond Findlay & Associates – BEN OSMOND, B Mgt (Acct), CFP
ADDRESS: 4079 4 Ave S, Lethbridge, AB T1J 4B5, Canada
NUMBER: +1 403-328-2600
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 – Ben is an amazing financial consultant. We have been dealing with Ben for just about 4 years and he has done an incredible job with our portfolio. I would highly recommend him to anyone I know with the utmost confidence. – Jeff Moroz
REVIEW #2 – Since we had the opportunity to move our investments with Beni, it has proven to be the best financial decision we’ve ever made. He provides the strategies for our retirement goals. Ben keeps us informed when markets are changing and keeps us calm. He has earned our trust and confidence because he understands finance and world economics..Ben is motivated and loves what he does. Truly a nice guy. – Peter Schwindt
REVIEW #3 – Ben provided advice to us for our estate financial plan. He did a thorough analysis of the all of our information and then gave us several options and scenarios for consideration. We were very pleased with Ben’s service. I would not hesitate to recommend him for anyone seeking financial planning. – Linda Hurkot
REVIEW #4 – Ben is passionate, authentic and professional. He helped us with how to take step 1 of financial planning. The time and patience he showed us with how to get started with investments saved us thousands in fees in the first year by showing us a variety of products and scenarios. Time well spent and we are thankful for Ben being with us each step. – Suzanne Marie
REVIEW #5 – Ben is a wonderful financial advisor with a great amount of financial experience and knowledge. Aside from managing my investments, he has been able to answer any and all of my tax questions and concerns, and has been not only able to grow my investments, but to save me money as well. He has been available almost any time of the day/evening for meetings and questions, and is always willing to offer advice and help. I wouldn’t take my money anywhere else! – Nicole Ehlert
Chantelle Broughton – Sun Life Advisor
ADDRESS: 515 7 St S #204, Lethbridge, AB T1J 2G8, Canada
NUMBER: +1 403-388-4444
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 – I highly recommend Chantelle Broughton for anyone looking for a knowledgeable and trustworthy financial planner. Chantelle has an incredible ability to explain complex financial planning concepts in a clear, simple, and practical way. Whether it’s retirement planning, investment strategies, insurance, or overall wealth management, she makes everything easy to understand.
What really sets Chantelle apart is her personalized approach. She takes the time to understand your goals and creates a financial plan tailored specifically to your needs. I always leave our conversations feeling confident and empowered to take action because I truly understand the big picture.
If you’re looking for a financial planner who is professional, approachable, and genuinely cares about helping you succeed, Chantelle Broughton is the one to work with. Highly recommend her services! – Stephanie Grisbrook
REVIEW #2 – Chantelle has been great to work with as our financial planner. She’s knowledgeable, easy to talk to, and always takes the time to answer questions clearly. She’s also very prompt with replies, which makes the whole process smooth and stress-free. I really appreciate her professionalism and support, and I’d happily recommend her to anyone looking for financial guidance. – Kimberly Paladino
REVIEW #3 – I can’t recommend Chantelle highly enough! Her approach is the perfect blend of professional and personable; she has a gift for explaining complex financial concepts in a way that is easy to understand without ever being overwhelming.
Chantelle is proactive, easy to reach, and always provides well-researched answers, giving me full confidence that the advice I receive is always in my best interest. She consistently goes above and beyond to ensure my plan is on track.
Whether you are navigating big life decisions or just want to get your investments in order, Chantelle is knowledgeable, trustworthy, and genuinely invested in your success! – Kelci Brown
Financial Health Associates
ADDRESS: 334 12 St S, Lethbridge, AB T1J 0P9, Canada
NUMBER: +1 587-425-2995
SERVICES: Financial Plans, Free Consultation, Investment Planning, Investments And Retirement, Mutual Fund Investments, Personal Health Plans, Retirement And Estate Planning
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 – The Ladies at Financial Health Associates are very dedicated to your person needs. For all areas. Ellie Orsten-Life Insurance, Critical Illness, Disability Insurance and Group Health Plans- Judy Schrempf- Retirement Goals with investments. Lacey Klassen -investments to plan for your future, while taking the time to go over debt management. AWESOME TEAM!!!! – Frankie Wonder
REVIEW #2 – Both Ellie & Judy are very kind and have great knowledge in what they do. Dealing with Ellie, she will make sure you know what is happening from the beginning to the end of the transaction and she will make sure you are happy all the way through. – Garth McDonald
REVIEW #3 – Worked with Ellie Orsten and Lacey Klassen here and both ladies have gone above and beyond in ensuring we get the best bang for our buck! Being a bsuiness owner also means there is alot to think about for the future and they have been incredibly accomodating and answered many many questions. Would highly recommend! – Danielle Aubin
Recommended Sponsors
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Silver Gold Bull: Offering Some of the Best Gold Investment Options in Canada
