4 Best Gold IRA Investment Companies Near Me in Novi, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Pathworks Financial, Inc.
ADDRESS: 43155 Main St Ste. 212, Novi, MI 48375, United States
NUMBER: +1 248-946-4515
DESCRIPTION FROM BUSINESS: Pathworks Financial, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry…
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Bryan at Pathworks Financial for years, and I can’t say enough good things. He’s knowledgeable, responsive, and always takes the time to explain things in a way that makes sense. Whether it’s long-term planning or day-to-day questions, Bryan has been a huge help every step of the way. I highly recommend him to anyone looking for a trustworthy financial advisor. – Callen Stewart
REVIEW #2 – Very enjoyable event and a nice opportunity to meet not only all the staff, but some other clients as well. This was the first Customer Appreciation event and we look forward to more in the upcoming years. As far as our financial relationship with Scott, Bryan and Alecia, my wife and are thrilled to know we have settled on our Advisor firm and have felt very confident in their expertise for the 5 years we have been clients. – Marty Mager
REVIEW #3 – There are no words to truly describe how wonderful this TEAM of expert professionals are at Pathworks Financial, Inc. I would suggest you simply have a conversation w Scott or Bryan for yourself and you will understand that they are the utmost honest and God lead men that will always have your best interest in mind .
You will get service and management that is outstanding and never be left to feel uncertain about the market. – Stephanie Callahan
REVIEW #4 – Long term relationship with Scott and Bryan. Very trustworthy and has their client’s best interest at heart! It’s hard to find this nowadays. So I feel grateful for this trusted relationship! – Jennifer Sabina
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Richard W. Paul & Associates, LLC
ADDRESS: 39555 Orchard Hill Pl #100, Novi, MI 48375, United States
NUMBER: +1 248-305-9911
DESCRIPTION FROM BUSINESS: As Certified Financial Planner professionals (CFP), we operate under the fiduciary standard, operating in our clients best interest. Whether a 401(k) rollover to an IRA, pension buyout, or simply helping to put together a retirement income plan, we are here to help…
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 – 4:00 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – Richard Paul and Associates are one of the best, if not the best, Financial Advisors in the South-East Region of Michigan. They have tailored our financial goals to meet our needs. Programs developed are flexible enough so as to meet the demands we face in our ever changing world. Evaluations are made on an on going manner so that clients can adjust as their lifestyle changes. Straightforward in their advice however flexible with whatever individuals want. Finally Richard Paul and Associates are perpetually staying abreast of our ever changing economic atmosphere and pass this on favorably to their clients. Highly recommend. – Gary Andrusiak
REVIEW #2 – My wife and I have been clients for approximately 2 years. We are very happy we chose the team at RW Paul. They took the time to understand our goals and were completely transparent as we implemented this customized plan. Anyone interested in putting a comprehensive retirement plan in place should have at least 1 conversation with one of the advisors at RW Paul & Associates. – David Mazza
REVIEW #3 – I have been working with RW Paul for my investments and financial advice. The advisors, Steve, Matt and Beppin, that I have worked with here are all very knowledgeable and are looking out for my best interests. I have been moving money here over the last year from other firms and I’m very happy with the results! – Charles McClafferty
REVIEW #4 – Money management is a complicated matter and I have way to many hobbies and family events to attend to along with vacations and let alone the home upkeep, that’s why I let Richard Paul & Associates handle my investment and the tax laws that really make this an extremely complicated matter. They are a wonderful family, they stay in touch with us and have are best interests in mind with all they do for us. We always enjoy our one on one consultation, they take their time and answer all of our questions, I would like to add that we feel well cared for and there is a peace of mind that comes with having Richard W. Paul & Associates handling our investments. – Joseph Laszczak
REVIEW #5 – They are straight forward in their mission. That is to keep our retirement plan on track. All our questions are answered promptly and our options explained clearly. We are happy knowing our retirement nest egg is being managed so well. – Floyd Grytzelius
REVIEW #6 – In 2009 we went to a seminar put on by Richard W Paul and associates at that time we were concerned about our retirement investments we met with Rich and he invested our money in things that would give us a guaranteed income for life which was our main concern. We now work with Matt D a financial advisor that works with Richard Paul associates he has done a good job with our investments and we trust Him for his advice.If someone is looking for advice and investing I would highly recommend Richard Paul and associates Sincerely Mac and Cindy – Malcolm MacKay
REVIEW #7 – We have entrusted RWPaul with our financial future and it was one of the best decisions we have made. They have also helped with other aspects of our coming retirement. – Hal Fox
REVIEW #8 – They are very attentive to our needs. They provide quality service and advice. We have been very happy with their entire group. I would recommend them to anyone that needs financial services. – Greg Golab
REVIEW #9 – I’m very happy with all of the staff. They’ve been professional, very responsive and I’m comfortable with their guidance on my retirement investments. – Denice Yarber
C2 Private Wealth
ADDRESS: 29409 Haggerty Rd #200, Novi, MI 48377, United States
NUMBER: +1 866-211-1904
DESCRIPTION FROM BUSINESS: After spending the last two decades helping clients, we’ve seen how empowering it is for people to have a solid understanding of their finances and future needs and goals. That’s why we spend so much time sharing the information and options…
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 – C2 Private Wealth is an amazing group of people who really care about the clients. If you want a one stop, hands free, great experience for all of your retirement years, this is the place to go. They are unique and exceptional folks that create a plan, we have a plan that shows us what we will receive every month for the bext 20 years. The CPA is intergraded in the company the lawyer for you trust/will works as part of the team. We are now able to just enjoying retirement and not worrying about if we will outlive our money, or what is going to happen when we are no longer here.
If you want annoying phone, you want to make decisions often, you personally want to control your retirement funds on daily basis go somewhere else. If you want to feel like you have the best people taking care of you and you want to enjoy life this is the only place we can recommend – Dan Borninski
REVIEW #2 – My family’s experience with C2 has been outstanding. From the initial eye opening retirement planning class, to our first private meeting and through to today, they have always demonstrated an understanding of our needs and offered the tools to achieve our goals. The individual plan C2 developed for us, perfectly tailored to suit our immediate needs and long-term goals, was the answer we always looked for but had never received from previous planners. C2 and their associate CPA and Legal counsel addressed our retirement plans a well as our desire to protect our children’s future, including offering them direct guidance on their own financial journeys. C2 provides excellent and regular communication, clearly describing their strategies and explaining how their actions impact our individual plans. Their approach and professionalism ensure our family is protected, giving us more confidence in a secure and comfortable future through the ups and downs of an uncertain economy. I highly recommend C2 to anyone seeking expert guidance for multi-generational wealth planning and peace of mind. – Adriana Dill Gomes
REVIEW #3 – We’ve been with C2 for about 3 years after switching from another advisor. They gave us an individualized plan that has served our needs so well. It’s hard to know how to go forward in retirement, not having a paycheck and understanding how to access your savings intelligently. Paul has been a great help. We are very happy. – Constance Roth
REVIEW #4 – I thoroughly agree with the many, many other reviews that share the advantages of working with C2 Wealth. I put a lot of time in the past in trying to determine if my previous financial advisor was doing what was best for me. He wasn’t.
Now I am confident that C2 Private Wealth is taking into consideration all aspects of my situation when building a plan for me including taking into account limiting taxes, maximizing Social Security, and setting up the best way to plan for Long Term Care to name a few.
I am so impressed and happy with their complete program. – Donna Smith
REVIEW #5 – I highly recommend the team at C2. Anyone navigating the transition to retirement should investigate C2’s educational classes and advisory services to create a plan for transitioning from saving to retirement income. Their approach will reduce your risk and maximize your cash flow in retirement. – Greg Fraker
REVIEW #6 – Outstanding seminars. Extremely informative and eye opening. Kirks passion, expertise, and no nonsense approach was refreshing and appreciated. Often felt he was speaking directly to us in many of his scenarios. Also very kind of you to donate the proceeds for your time to charity, class act. Jeff/Kim Wiska – Kim Wiska
REVIEW #7 – We have been working with C2 (aka SPA) for over 6 years. They have been great. We were afraid of not having enough money to retire and just not being able to retire – or enjoy our retirement. Paul and Kirk were able to put together a plan that gives us a very comfortable retirement. They also support us in putting together the legal, Medicare, accounting. … support that we need as we get older. They have vetted the providers of these services – so we don’t need to. We have been very happy with C2 and appreciate all they do for us. – Randall Knibbs
REVIEW #8 – I attended my first Retirement Education class in 2014, I learned so much from Kirk those 2 evenings. We met later to go over our portfolio and when my wife & I were hoping to retire, we were still years away at that point. The information Kirk gave me that day about finances and how we save for our retirement was the start of the process of the stress free retirement we enjoy today. We went on to attend the Education class 2 more times over the next 5 years, we retired 6 months after that last class in April of 2019. Working with the C2 team has been the best financial decision of our lives!
Pura Vida from our home in Paradise😎 – j blackett
REVIEW #9 – After attending C2 Private Wealth’s 8-hour class, my wife and I had a major realization—our previous financial planner wasn’t truly looking out for our retirement goals. That class was a game-changer. It was packed with clear, actionable insights that made us rethink everything.
Three years after joining C2 Private Wealth, my wife and I feel more confident than ever that we made the right decision. C2 has given us something priceless: peace of mind. We know our financial future is in capable, trustworthy hands.
The quality of their ongoing educational materials—especially the “Rundown” videos and lunch and learns —are top-notch and easy to understand.
Customer service from C2’s team is outstanding. They take the time to answer our questions and concerns clearly and make sure we feel confident about our financial decisions.
If you’re serious about securing your retirement, I wholeheartedly recommend CE Private Wealth—they are the real deal! – David Livelsberger
Sure Life Financial
ADDRESS: 39500 Orchard Hill Pl Suite 115, Novi, MI 48375, United States
NUMBER: +1 248-266-5757
DESCRIPTION FROM BUSINESS:
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 | 10:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had the pleasure of working with Sure Life Financial, and I couldn’t be more impressed with their service. From the moment I walked in, Patrick Yono and his team made me feel like a priority. They took the time to understand my unique financial situation and goals, crafting a personalized retirement plan that truly addressed my needs. Their approach is transparent and educational, ensuring I felt informed and confident every step of the way. I especially appreciated their no-pressure consultations and commitment to my long-term financial well-being. If you’re looking for a trustworthy partner to guide you through retirement planning, I highly recommend Sure Life Financial. – Jacob MacDonald
REVIEW #2 – Patrick Yono of Sure Life Financial provides a total package of professional advice: excellent product, a patient & caring personality to educate the client, and honesty. He listens first. When it comes to trusting an advisor with a life-time of one’s hard-earned precious funds, Patrick and Tamara earned my business. I have power of attorney for my mother’s funds so I also appreciate Patrick’s partnership with a law firm on site to provide excellent attorney assistance as well. Highly recommend Patrick’s Sure Life Financial firm because it is responsive and exceeded my expectations. – Jan Malymeik
REVIEW #3 – Excellent service! Patrick and Tamara are extremely professional and caring. They truly care about their clients, take their time explaining everything in impeccable detail. I would highly recommend Sure Life Financial to anyone looking for the many services they offer. You will not be disappointed when choosing Sure Life. – Shevon Elia
REVIEW #4 – Exceptional service! Planning for retirement can be daunting, but Sure Life Financial services, particularly Patrick and Tamara, made the process smooth and insightful. Their professionalism, precision, and deep knowledge were evident throughout, and the attention to detail tailored to my needs was outstanding. Highly recommend! – Rita Soka
REVIEW #5 – My experience with Sure Life was wonderful. They were incredibly professional and treated me like family. They made me more knowledgeable about financial planning. The whole process was incredibly smooth and effortless. Thanks Patrick and Tamara! – Lana Elia
REVIEW #6 – Thank you to Patrick and Tamara for finding me the perfect investment vessel. It’s a pleasure doing business with them. They listen to my needs and I felt they were looking out for my best interest. They are a top notch investment firm.
Thank you. – Kelly Johnson
REVIEW #7 – Patrick was great to work with, very knowledgeable in his field. I felt comfortable working with him, he took his time explaining my finances in detail. I enjoyed working with him every step of the way. Thanks Pat! – nicholas hermiz
REVIEW #8 – Patrick was extremely helpful with making sure my finances were set up in a way that would benefit me greatly in the future. i highly recommend these guys as they actually care to put you in the best position possible and not just out for a quick commission. – Tyson Sesi
REVIEW #9 – I can’t express enough gratitude for the outstanding service provided by Patrick Yono. With his invaluable guidance and expertise, we’ve charted a path towards a secure financial future for my family. From the very first consultation, it was evident that Patrick was deeply committed to understanding our unique circumstances and goals.
His personalized approach and attention to detail set him apart. Patrick took the time to thoroughly analyze our financial situation, patiently answering all our questions and concerns along the way. He presented comprehensive strategies tailored specifically to our needs, ensuring we felt empowered and informed at every step of the process.
What truly impressed us was Patrick’s unwavering dedication to our long-term success. He didn’t just offer quick fixes; instead, he crafted a holistic plan that accounts for both our immediate priorities and future aspirations. Through his insightful recommendations, we’ve been able to make informed decisions that align with our financial objectives, providing peace of mind for years to come.
Moreover, Patrick demonstrated a remarkable level of professionalism and integrity throughout our interactions. He prioritized transparency and honesty, always putting our best interests first. It’s clear that he genuinely cares about his clients’ well-being and goes above and beyond to ensure their financial security.
Thanks to Patrick’s guidance, we now feel more confident about our financial outlook than ever before. I wholeheartedly recommend his services to anyone seeking expert financial advice and a trusted partner in securing their family’s future. With Patrick by your side, you’re not just investing in your finances; you’re investing in peace of mind and prosperity. – Simone
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