4 Best Gold IRA Investment Companies Near Me in Loveland, CO – Retirement Planning Services
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Vital Investment Management
ADDRESS: 4045 St Cloud Dr STE 220, Loveland, CO 80538, United States
NUMBER: +1 970-776-3316
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 – Love the work that this company does! They are fee only fiduciary advisors which is so great. Dillon has been the best to work with for all of my family’s investment needs. – Celine Packham
REVIEW #2 – I highly recommend them! All of my experiences with them have been great. They really take the time to listen to your wants and needs and guide you in the appropriate direction. – Sarah M
REVIEW #3 – I love this firm! I walk into the office every visit in a bit of a panic due to $$ worries and walk out feeling great! I don’t have a lot of money, but they always have a plan to make my money work for me. – Lori Parker
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TW Retirement Strategies & TW Wealth Management
ADDRESS: 750 W Eisenhower Blvd #300, Loveland, CO 80537, United States
NUMBER: +1 970-744-8342
DESCRIPTION FROM BUSINESS: TW Retirement Strategies & TW Wealth Management is a fiduciary investment advisor in Loveland, providing wealth management, legacy planning, insurance solutions, annuity strategies, and investment advisory services. We work with individuals and families to build customized financial strategies focused on retirement savings, income planning, and long-term stability…
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 – Tom Watson and his team of retirement consultants are outstanding in their field. They do the work to get to know you and your finances then they patiently educate you about all the options you have and allow you to choose what work best for you and your situation. I’ve been so happy with my choice to trust TW with my retirement plans and in the process I’ve gain a clear understanding of my future financial picture and it has put me at ease. I 100% recommend you come in and meet The team at TW and give them a chance to earn your business. – Kurt Minter
REVIEW #2 – We’ve been very happy with Tom Watson at TW. He has helped us move into the right direction with our investments. He is very honest and straightforward . We would highly recommend him to others. – Jeff Foote
REVIEW #3 – My wife and I have been clients of Tom Watson for four years now, and he’s been immensely helpful in helping us plan out our retirement strategy. He’s very personable and professional and has a staff of people that are completely stellar. We have and will continue to recommend TW Retirement Strategies to everyone we know! – Linda Thompson
REVIEW #4 – Tom treats you like family. He’s got an amazing staff who treat you the same way. We are confident in our investments and he’s very thorough about his explanations. He doesn’t let you invest unless he sees that you are financially capable of doing so. He helps everybody be able to plan for their future and have the Financial stability they will need as they approach retirement age. – Linda Hooper
REVIEW #5 – Tom is knowledgeable, friendly and trustworthy. I have worked with Tom for several years and have referred friends to his company. Excellent service by the whole TW Retirement staff. – Marcie Dietrich
REVIEW #6 – We have been with Tom Watson for over 3 1/2 years now.
I am really, really happy with the results that Tom has given us regarding our retirement funds.
The one thing we don’t like is losing money and with the plans Tom has picked out, we haven’t lost any of our money at all. Tom, Stevie, Keegan, and Jennifer has treated us like family. We know we have a great future. and we worry less with the decisions that we have made because of Tom’s guidance. Tom is a friendly and very trustworthy financial advisor. Thank you and your entire team for everything you’ve done for us. – Paul J Pearson
Layman Lewis Financial Group
ADDRESS: 5401 Stone Creek Cir Unit 201, Loveland, CO 80538, United States
NUMBER: +1 970-669-1225
DESCRIPTION FROM BUSINESS: At Layman Lewis Financial Group, our clients are more than clients. They’re our friends and neighbors. They’re the people we celebrate with during times of triumph and the people we lean on — and those who lean on us — when times get tough. In short, they’re family, which is why our constant mission is to help improve the lives of those who live in this great state we all call home.
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 – Layman Lewis is great! We love the personal attention to detail and making us feel like family. They are excellent about explaining things in a way we can understand and not making us feel stupid about it, which we very much appreciate. We feel confident about our retirement income working for us the way we need it to because of their guidance and expertise. Of course, we also enjoy the lovely cookies they send on our birthdays ! – Karl & Sandy Kildow
REVIEW #2 – We have been with Layman Lewis for almost 6 years now and are very happy that we chose them to help manage our money for our retirement! The most unexpected surprise has been their friendship! Everyone in their office is very friendly and always willing to help with any questions that we may have! Finding them has helped us enjoy and relax in our retirement! – Tracy Grzeskowiak
REVIEW #3 – To say we consider ourselves fortunate to have chosen Layman and Lewis as our future planners is an understatement. In fact my wife and I prefer to think of it as a blessing that they chose us. Our story is too long to tell here so in short I’ll say it’s been educational and very rewarding for us! Each time we visit, Jeff has always made us feel like we are their only client. So I would strongly suggest that you give them a call and allow them the opportunity to explain how they can help you too. – Doug Kindsfater
REVIEW #4 – Both Jim and I are very happy with the team at Layman Lewis! They are professional, caring, extremely knowledgeable about retirement financial concerns and options! The office staff is always so friendly and we love the warm nuts and cookies Sharon provides each time we visit! Such a sweet touch! We feel they all have our best interests at heart and are always ready and willing to hear our questions and thoughts! Equally, they provide options or offer to do more research to answer our questions if needed. We are so thankful we attended the introductory dinner meeting to find out more about this Christian family business! – The Allens
REVIEW #5 – My wife and I joined Layman Lewis as clients when we were getting very close to retirement and found their entire staff to be warm, welcoming, and very professional. We knew from our first meeting with them, that they were the firm we wanted to handle our retirement planning! This has been reinforced for us over the last five years in our retirement, as each interaction we have had with the Layman Lewis team since, has been a very positive experience. We highly recommend their services! – Craig Earhart
REVIEW #6 – When we retired in 2008 during the real estate crash we were petrified that we would not make ends meet with our modest portfolio. During the following years with our previous advisor we were a ship without a rudder going where the wind blew us without direction and no advice at all. When we went to our FREE dinner on Layman Lewis Financial Group we were skeptical to say the least. But what did we have to loose just to listen. We had several meetings with them and we have never been sorry for our decision to move our portfolio to them.
Now we have a direction and peace of mind that our finances will be there for us to enjoy the much anticipated travel. Layman Lewis put us in our comfort zone and always explain our finances in a way we can understand. When I made a comment to Jeff that when the market is down we can just not travel that year. His come back was “No you still travel. You don’t stop enjoying your retirement because we have made allowances for the downturn in the market.” WE WERE SOLD!
Every one at Layman Lewis treat us like we are family and are very personable. – Carl Solley
Macdonald Financial Services
ADDRESS: 4025 St Cloud Dr Ste 250, Loveland, CO 80538, United States
NUMBER: +1 970-667-2950
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 – I’ve been with Macdonald Financial Services for over six years and couldn’t be happier. AJ Macdonald is incredibly knowledgeable, responsive, and truly cares about his clients’ success. He explains everything clearly and makes the entire process feel easy and stress-free. I have complete confidence in his guidance and highly recommend Macdonald Financial Services to anyone looking for trusted financial advice. – Julia Waldron
REVIEW #2 – I have been a client here since 2019. Devin and team are approachable, attentive, knowledgeable, and also genuinely personable. They take the time to truly get to know me and my family, and it’s clear they care about my goals and well-being on a personal level. They explain things clearly, are always available when questions come up, and make the entire process feel manageable and empowering. I always feel heard, supported, and confident that their recommendations are made with my best interests in mind. I’m very grateful to work with a team I trust and genuinely invested in my long-term success. – Christy Ruffell
REVIEW #3 – Our Relationship with the team at Macdonald Financial has grown with every passing year. With retirement near on the horizon for my wife and I, the consistent encouragement we received from AJ and his team is realized in the position we will soon be in. It truly is the long game and having a Relationship that can weather the ups and downs within is critical. We feel Blessed to have reached the financial milestones we have reached with the planning and support from this team. – Bob Hewson
REVIEW #4 – We recently switched to MacDonald Financial Services and are very happy about this decision. AJ and his staff are welcoming, professional and knowledgeable. We weren’t sure what we needed, yet after meeting with us and assessing our situation, AJ knew exactly what to do, answered all our questions so that we understood the information and followed up, addressing every detail. We look forward to a great relationship with this firm and have every confidence in them. – Linda Davidson
REVIEW #5 – We could not be more satisfied with our experience at Macdonald Financial. Devin is attentive and gracious…never overbearing. He listens carefully, remembers the details we share, and offers a balanced perspective on the market. We were referred to Macdonald by multiple clients who have been very happy with their service over the years, and we have received excellent returns in our first year with the company. I really can’t say enough; the team is comprised of kind and respectful people who create a wonderful environment for their investors. We will continue to add to our portfolio and intend to stay with the firm for many years to come. – Dana Silk
REVIEW #6 – AJ Mcdonald and his staff have not only taken good care of our money, which we are please with. The trips, luncheon, and cruises are perks that we enjoy immensely. I would recommend AJ to anyone looking for his service. Thank you so much for all you do for all of us. – Angela Steinbrecher
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