4 Best Gold IRA Investment Companies Near Me in Midland, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Foguth Financial Group
ADDRESS: 204 W Wackerly St, Midland, MI 48640, United States
NUMBER: +1 844-436-4884
DESCRIPTION FROM BUSINESS: At Foguth Financial Group, we help countless people battle the confusion, frustration, and emotional pain that planning for retirement can bring. We work with thousands of people each year to reduce the emotional and financial pressures of retirement so that they can live the retirement of their dreams…
OFFICE HOURS
| Mon | 8:00 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 – Nate Rohde is one of the most patient, focused on my future and not his agenda, advisors I could hope for. Very family driven financial planner that I have the pleasure of knowing he is acting in my best interest. Sometimes we overlook the small things in life. My advice, don’t over look Nate Rohde at Foguth Financial. – Robert Roney
REVIEW #2 – My experience with Teressa Hupfer was outstanding. She was very professional and explained my options to save for my grandchildren in a detailed manner. I would recommend Teressa to anyone looking for financial advice and money management. I am confident that our choices made together will benefit the future generation of my family in the best way. – Patricia Pierce
REVIEW #3 – Very knowledgeable and easy to work with. Teressa and her staff take a personal approach to addressing specific client needs, chief among them is listening to her client. Highly recommended. – Arthur Martin
REVIEW #4 – Amazing financial group to work with, great staff & advisors! Easy to find in Midland & always have freshly baked cookies! 😊 – Brittney Frost
REVIEW #5 – Working with Foguth Financial Group has been a great experience. The team is incredibly knowledgeable and genuinely focused on providing top-notch customer service.
One thing that really stands out is their support structure. They have a Client Concierge team, so if your advisor is in a meeting, you’re never left waiting around for answers. Someone is always available to help. I also appreciate that they’re an independent financial services company. There’s no pressure to buy products you don’t need just to meet quotas. Every meeting feels personalized, and their recommendations are clearly tailored to your goals. You can tell they truly have your best interests in mind. Great service and really great people! – Trevor Steinmetz
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Hantz Financial Services – Midland, Michigan
ADDRESS: 2205 Ridgewood Dr, Midland, MI 48642, United States
NUMBER: +1 989-839-4916
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have nothing but good things to say about Hantz! They have taken care of pretty much all aspects of our financial well being (all kinds of insurance – life, car, home, etc., taxes, 401ks, IRAs, and everything in between). They have made us aware of opportunities we otherwise would not have known about as well. The monthly cost of services is well worth what you get in return. Everyone we have worked with has been super helpful and always willing to answer questions, no matter how many you may have 🙂 – Krista Good
REVIEW #2 – I’ve been with Hantz Financial for many years, and I’ve never been more satisfied. I don’t look at the costs, I look at my growing portfolio. Nobody else ever came close. – Deb Moulton
REVIEW #3 – We started working with Hantz just as our life was about to get turned upside down. A job change requiring us to move out of state gave our advisor, Ryan King and company, lots to work on. From the first day they have been professional and knowledgeable. They kept their eyes on our financial house while we were working on our physical house. Their suggestions have been profitable and in keeping with our goals and strategies. Now that we are living 12 hours away we are still using Ryan as our advisor. No need to look elsewhere. Highly recommend Ryan King to anyone who is looking for financial guidance. – Debby Simonton
REVIEW #4 – We decided to turn to the Hantz group to help us financially plan for our family’s future. In the 10 years that we have been with them, they have helped us through very difficult decisions and have figured out ways to get us through those tough times. They were have always been attentive to the financial goals we have set and have given us the peace of mind that they are watching out for our future. Kudos to the team of Brett Gehringer and Andrew Borowiak. I highly recommend them not only for their vast knowledge but most especially the excellent customer service they provide. – Joebelle Ingalla
REVIEW #5 – You can have financial problems or you can be a millionaire but both ways someone has to look after you. Hantz group in Midland provides a multitude of services in one building with a small team dedicated to your account. This collaborative team ensures ensures you and your loved ones are secure for the future. Give em a call and ask for Brett Gehringer. – Patscode
REVIEW #6 – Great people to work with. I have over 3 accounts here and they take care of everything for me from my employees retirement to my banking and insurance. – Diezel Kuchar
Hebert Wealth Advisors LLC
ADDRESS: 4015 Jefferson Ave, Midland, MI 48640, United States
NUMBER: +1 989-488-6028
DESCRIPTION FROM BUSINESS: Hebert Wealth Advisors LLC provides comprehensive financial planning and investment management services including retirement planning, investment strategy, estate planning and tax planning.
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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – After a career change, I was able to rollover my employer sponsored 401k account to Hebert Wealth Advisors. Under Amy’s guidance, my account has flourished. Of course, there will be ebbs and flows with the Market, but she is excellent at balancing my portfolio and helping me achieve my long-term retirement goals. Amy always listens to my concerns and takes into consideration investments I’m passionate about. So thankful to have a direct relationship with someone I can trust and count on to manage my finances. It definitely eases my mind! – Matthew Wilkinson
REVIEW #2 – Amy is not only highly knowledgeable but also incredibly approachable and patient. She takes the time to really understand her clients’ needs and offers tailored advice that is easy to follow. I truly appreciate her transparency and willingness to answer any questions, no matter how big or small. Her communication skills are top-notch, and I always feel supported and informed throughout the entire process. If you’re looking for someone who is both professional and genuinely cares about your financial well-being, Amy is the person to work with! – Tom Eberhard
REVIEW #3 – Amy has been a wonderful friend, mentor, CPA and Advisor to both my family and I over the last 10 years. She was extremely supportive and caring during my breast cancer journey and truly encompasses a holistic approach in reaching both financial and personal goals. When my sister was going through a difficult divorce and under financial distress, Amy was more than helpful in navigating the unknown. She has also been instrumental in providing guidance during the passing of my grandfather. If you’re looking for an Advisor who truly cares about you and not the bottom line, Amy is absolutely amazing. – Julie Wilkinson
REVIEW #4 – Switched our portfolio to Amy years ago and have had growth far beyond any other financial services used previously. 2 of my teenage sons also have seen tremendous growth after being encouraged by Amy to start something while still young, Our whole family values the correspondence and advise given. Amy’s attention to detail, professionalism and help has been outstanding. – Emily MacNellis
REVIEW #5 – Amy is always there for me when I need her! As a new business owner, I have a ton of questions, and Amy is extremely responsive. Even when my questions are (to me) mundane, Amy is excited to explain everything in detail, and she always helps me consider all the facets of every problem I never would have known without her. Thank you, Amy and company!! – Sara Scott
REVIEW #6 – Excellent financial advice! Amy is easy to talk to and understands our financial goals. Awesome customer service! Totally recommend Hebert Wealth Advisors! – Shelli Wood
REVIEW #7 – Amy is amazing and truly cares for all her clients! She’s the best and I will continue to go to her for all my financial needs!! – Madeline Moris
REVIEW #8 – I’ve used Amy’s financial services and have been more than happy with her work. She’s very helpful and great with communication. I would definitely recommend!! – Chase Dewey
REVIEW #9 – My daughter is a physical therapist and embarked upon her dream of starting her own business practice. She utilized Hebert Wealth Advisors for consultation and was extremely impressed with the professional advice she was offered. She is on her way to fulfilling her dream. – Greg Woelfel
Legacy Wealth Group
ADDRESS: 2526 W Wackerly St, Midland, MI 48640, United States
NUMBER: +1 989-259-7150
DESCRIPTION FROM BUSINESS: Legacy Wealth Group is a Financial Services company helping clients with the retirement planning by offering Medicare supplements, life insurance, long-term care insurance and fix equity index annuities etc…
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I recently found out about LWG from some social media comments and boy am I glad I did. Mike and his associates are so welcoming and helpful. I am a veteran and the FREE services they offer are amazing. Mike was able to help us after hours with our busy schedule. He never rushed anything and was very informative with future life investments. I highly recommend Legacy Wealth Group!!! – David Sudol
REVIEW #2 – I had an excellent experience working with Ryleigh Curtis on my financial planning. She came highly recommended by my cousin, who had worked with her on his estate planning, and she truly exceeded my expectations. Ryleigh was thorough, knowledgeable, and professional throughout the entire process. She took the time to make sure I understood every aspect of my plan and made me feel comfortable and confident in my decisions. – Regina Gumma
REVIEW #3 – Michael Fair has been very professional, knowledgeable and helpful. He was able to answer questions and point me in the direction I needed to be go. He was able to give me the solutions to get me into a more secure place where I am now. – Cheri Schoof
REVIEW #4 – Michael Fair has patiently answered all my questions regarding my policies. I am highly satisfied with this company and feel confident that my investments are safe and secure. – Mary-Jane Ogg
REVIEW #5 – I had an excellent experience working with Blake Rosenbrock on setting up my retirement account. From the very beginning, he was professional, knowledgeable, and incredibly patient in answering all of my questions. He took the time to clearly explain my options and helped me feel confident in my decisions. – Karen
REVIEW #6 – I had the pleasure of working with Robert at Legacy Wealth Group in Midland, and I can’t recommend him enough! From the moment I reached out about life insurance, Robert was incredibly knowledgeable and patient in explaining all of my options. He took the time to understand my needs and tailored a plan that made sense for me. – Brooke Vetter
REVIEW #7 – We had a great experience with Legacy Wealth Group. Not only did Michael Fair answer all our questions, but he helped us with our retirement and future. Michael was always available by phone and came to see us when needed. Can’t say enough good things about Michael Fair and Legacy Wealth Group. – Tracey Fair
REVIEW #8 – Robert was fantastic! He took the time to clearly explain the various life insurance options available to me, making a complex topic easy to understand. I highly recommend his personalized and professional guidance. – Jersey Schram
REVIEW #9 – The two gentlemen, I talked to yesterday Hunter and Mason are very polite and very professional in talking on the phone understanding My problems with choosing insurance because it is very deceiving and difficult for people like myself to understand every detail and pick the right insurance policy, so yes, they were very understanding and very knowledgeable in their profession so I would recommend them to anyone that I know that needs insurance. These two young men have a very bright future. They were obviously brought up in a good family household. so that’s why I gave Stars, thank you – Thomas Harvey
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