4 Best Gold IRA Investment Companies Near Me in Muskegon, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
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White Pine Investment Management (Formerly Reed Financial Services Inc)
ADDRESS: 2112 N Roberts Rd, Muskegon Township, MI 49445, United States
NUMBER: +1 231-747-9114
DESCRIPTION FROM BUSINESS: White Pine Investment Management, is a local family-owned and operated financial services company with offices in Muskegon and Newaygo, Michigan…
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 a client of Dan Peacock for over 4 years, and he has been both an excellent financial advisor and a great friend. I have full confidence in his guidance and have leaned on him for some of my biggest financial decisions. Dan always takes the time to listen and explain options clearly, and he truly puts his clients first. I would highly recommend Dan and White Pine Investment Management to anyone looking to take control of their financial future with confidence. – Vincent Blank
REVIEW #2 – We have had Dan Peacock as our financial advisor for over 10 years. We have complete trust in how he handles all of our investments. We also depend on him for our Medicare Supplemental Insurance and he has proven to be a great resource. My phone call or email is returned shortly after I contact him, no matter what day or time of day. I highly recommend Dan Peacock and White Pine Investment Management. – Sharry Bailey
REVIEW #3 – Planning for retirement and making plans for your future can be stressful. Thus, I’m relieved to have Dan Peacock and team to help. I have had the privilege of investing my money with this company for over five years. It’s impossible to overstate how strong the character is as they are not invested in making the biggest “bang for their buck.” They are mindful of what the best choices are for a client based on that client’s circumstances, retirement goals and life stage. They exemplify what it means to show fiduciary responsibility. Consistently, I am impressed with how much care and integrity is exhibited by the staff. You won’t be disappointed if you choose them to manage your own investments! – Trisha Prickett
REVIEW #4 – Excellent company and employees. Dan is very trustworthy and has your best interests in mind. He is also very responsive and helpful. I highly recommend working with him and the team! – Sam BoERSMas
REVIEW #5 – You won’t go wrong with coming here for your financial needs. Lynn, Julie, and Dan are all trustworthy, friendly, and very knowledgeable people. I highly recommend them. – Lavern Shell
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ARGO Wealth Partners
ADDRESS: 2145 W Sherman Blvd, Muskegon, MI 49441, United States
NUMBER: +1 231-727-8176
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been with Brian and his colleagues for 18 years. They are all very proficient in what they do. There advise and their management of our investment portfolio has been stellar. We enjoy reviewing our investments with them because they are friendly, professional and caring. Great group! – David VanderVeen
REVIEW #2 – Brian is such a caring, wise financial partner! He takes the time to fully assess your financial situation, asks the right questions, and takes his time with helping you sort out your finances. We are so blessed to have him as a guide for our future selves. – Emily Elliott
REVIEW #3 – I’ve been with Argo Wealth Partners since its inception, and I couldn’t be happier with the care with which the partners handle my questions, my plan, and my investments. As my life inevitably changes over time, they are always there to help me adjust my plan accordingly. I’m confident that my financial affairs are in the best of hands with AWP, so I am free to focus on the things that I enjoy. – Shaku Coan
REVIEW #4 – Very happy with our advisor, Brian. Being a CFP, he helps us understand our entire financial picture and guides us to the best avenues for investing and reaching our goals. Highly recommend. – Andy Price
REVIEW #5 – Brian and his team listen well, work hard and put your best interests before their profits. I highly recommend them. – Matthew Robertson
Braeburn Wealth Management, LLC
ADDRESS: 111 W Western Ave, Muskegon, MI 49442, United States
NUMBER: +1 231-720-0743
DESCRIPTION FROM BUSINESS: OUR MISSION is to provide unique and thoughtfully constructed wealth management services in a highly personalized manner, with individual attention and a genuine concern for each and every client…
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 – We have had a relationship with Braeburn Wealth Management shortly after Mike Poland started his business. Prior to that, we have used Mike’s expertise to manage and grow our portfolio for approximately three decades at most of his previous employers. Our experience with Mike and Braeburn has been very rewarding. It’s very comforting have an investment advisor that has such a keen eye for detail and knowledge so that your portfolio is essentially on autopilot. In addition, if I decide to take a flyer, I can rely on MIke and his team to steer me in the right direction. – John Mumy
REVIEW #2 – I highly recommend Braeburn Wealth Management to assist with your financial needs. Mike and his team are always professional, readily accessible, and very timely in their responses. They consistently listen to our families needs and provide education when needed as the market fluctuates. We have even recommended them to other family members. – Jennifer Wludyka
REVIEW #3 – We have been with Mike and the Braeburn Wealth Management group for more years than I can remember. Mike and his team are so professional in all the services they provide and take extra effort to make sure you feel comfortable with the financial direction they propose. Mike and his team are great, I would recommend them to anyone looking for a strong investment group. – Jennie Neusiis
REVIEW #4 – My husband and I have been clients of Braeburn since its founding, even have worked with Mike Poland for many years prior. We have had excellent service over almost 30 years. The staff at Braeburn have been responsive, knowledgeable and sincere. I would say if you are looking at financial advisors you need to look for HONESTY as #1 and Braeburn delivers HONESTY above all else! – Susan Hinshaw
REVIEW #5 – Braeburn has been the upmost supporter of me and my financial situation. They’ve consulted with me on many levels many times, and maintain an active role in my financial affairs. The advice and care given represents true professionals, and I’m happy to be a client. From top to bottom, the individuals at this company take great pride with what they do, and they make sure you’re comfortable and happy with your account. Couldn’t recommend enough! – Nick Foster
REVIEW #6 – I want to thank the entire Braeburn Team for their service to my family. You guys really live and work your company’s Mission Statement. You seem to always ask the right questions at the right time and give us honest and understandable answers. I really appreciate your attention to client education and preparedness. I have worked with many wealth management firms over the years and found yours belonging to the best at fulfilling my family needs. I wish you good luck as your company continues to grow. – Gary Merkey
REVIEW #7 – Mike and his team are very thoughtful, knowledgeable and serious about your personal wealth growth and management. They are students of their industry and are constantly reviewing the status of the market. Several times i would have naturally held back when they anticipated we should be in and vice verse. Braeburn is my wealth brain surgeon i trust implicitly. – greg sesselmann
REVIEW #8 – The Braeburn team does a great job of adjusting to market conditions based on data. Their in-depth analysis provides insight to the general direction of the market. Braeburn has excellent customer service being very attentive and prompt to inquiries, transfers, and adjustments to portfolio accounts. – John Sanocki
REVIEW #9 – My husband and I have been working with Mike and his team for over 20 years and couldn’t be happier with our portfolio. Their attention to detail and constant analyzation of the market has kept our investments stable in an economy that is unpredictable. Our investments continue to grow, and we feel very secure in the fact that we will be able to retire as planned. We can’t thank Mike and his team enough for helping us achieve our financial goals! – Dianne Ahles
Mark Wielinga – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 700 Terrace Point Dr Ste 300, Muskegon, MI 49440, United States
NUMBER: +1 231-642-9014
DESCRIPTION FROM BUSINESS: As an Ameriprise financial advisor serving clients in the Muskegon, MI area, Mark Wielinga will take the time to understand you and your goals, as well as the changing markets, and can help you confidently focus on the future…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with Mark for over three years and he is fantastic to work with. He really takes the time to understand our specific situation and provides clear, practical advice tailored to our goals. His expertise and thoughtful approach have made a big difference. Highly recommend! – Mallory Nowicki
REVIEW #2 – I’ve had the pleasure of working with Mark for the past two years and can’t recommend his services enough. He is extremely knowledgeable and takes the time to understand your financial goals and needs. His advice was personalized and tailored to my specific situation, which made me feel confident in my financial decisions. Mark is very responsive and easy to communicate with. He’s always available to answer my questions and provide guidance when needed. – Samantha Smith
REVIEW #3 – I’ve spoke with a few different financial advisors in the past and none of them have been like Mark. Great experience. Knowledgeable and offers advice but doesn’t apply pressure. Has helped put me in a better spot financially. Would definitely recommend him to anyone. – Michael Kulpinski II
REVIEW #4 – Mark is an amazing help. I feel very confident following his guidance. I would recommend him to anyone looking for an advisor – lyndsey shideler
REVIEW #5 – Mark takes time to understand your goals and is very straightforward about investment options and expenses without pressuring you to make a decision. – Christie Nimtz
REVIEW #6 – I have made some unfortunate decisions with my credit cards in the past and got myself into debt. Along with many Americans, I’m living paycheck to paycheck and don’t have any savings due to how expensive everything is. I felt very hopeless that I would never get out of debt and it felt like a weight I’ve been dealing with for years. My therapist kept urging me to seek a financial advisor for help due to the stress it was causing me in my everyday life.
I simply googled “financial advisor Muskegon,” and Mark popped up. I saw he had a few good reviews and decided to give his office a call to get a consultation appointment. Mark was kind enough to speak with me directly on the phone for over an hour. He asked me all about my income, my major expenses, and what my financial goals are.
After a little bit I scheduled an in-person meeting with him so we could form a plan on what I need I to do to get out of debt and start building a savings. From my first encounter with Mark, he has been nothing but kind, empathetic, and professional. I felt seen, heard, respected, and not shamed at all for my poor decisions in the past.
I have only worked with him for a short time, but I have nothing but good things to say about him. I’m looking forward to having him as my “financial guy,” from now on. Thank you for all your help, Mark! I feel a weight lifted off my chest and so much more at ease after your help. You truly have made a difference in my life. – Peri T.
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