4 Best Gold IRA Investment Companies Near Me in Okemos, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
LifePlan Financial Design Inc
ADDRESS: 2174 Commons Pkwy, Okemos, MI 48864, United States
NUMBER: +1 517-323-7526
DESCRIPTION FROM BUSINESS: At LifePlan Financial Design, we give wealth management and retirement planning a personal touch. It is our goal to provide education and customized strategies to those in the greater Lansing and Howell areas…
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mike and Tim are highly professional and knowledgeable, and have given us confidence in managing our family portfolio. They stay on top of the latest tax changes and investment strategies, ensuring we’re always well-informed and prepared. Their excellent communication skills make complex topics easy to understand, and their dedication to our financial well-being is evident in everything they do. I’d highly recommend them to anyone looking for trustworthy and skilled financial advisors. – Mitchel Bailhe
REVIEW #2 – Mike Douglas and the staff at LifePlan are amazing to work with! – Kathleen Mangan
REVIEW #3 – Great people doing a great job for our financial future. We trust them completely. – James Moses
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Financial Strategies Group, Inc.
ADDRESS: 2270 Jolly Oak Rd STE 2, Okemos, MI 48864, United States
NUMBER: +1 517-347-4337
DESCRIPTION FROM BUSINESS: At Financial Strategies Group, Inc., we bring you peace of mind through the confidence that you are protected and prepared for your financial future…
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 – I recently became a widow. My late husband and I have had a long relationship with Brandon at Financial Strategies. Since my husband’s passing, I have met with Brandon and his wonderful staff several times. I can’t say enough great things about this group. They are truly concerned and committed to my financial security. Brandon is very well versed in financial matters. I trust him to guide me through this difficult time and have found his advice to be of the highest caliber. He able to explain his advice in terms that I understand. I would recommend Financial Strategies to everyone in need of sound financial planning. – Cindy VanNess
REVIEW #2 – We have been working with Brandon for many years along with Mark. Both very professional and personable. We trust Brandon with moving our money around from different accounts. Have recommended others to work with them and both very happy.
Best decision we have made.
Thank you – Shellie Starkey
REVIEW #3 – Brandon Carter and his Financial Strategies Group team provided my wife and I with clear investment advice and strategies that has helped make our retirement secure. Brandon listened to our concerns and desires, and designed an investment portfolio that was blended between growth and our tolerance for market fluctuations. More importantly, Brandon spent to time to get to know us and our family. Brandon’s approach provided us with a secure foundation upon which we built our dream home as we begin our retirement journey. – Steve Serkaian
REVIEW #4 – I’ve known Brandon for quite awhile and he is very professional, great personality and he really knows how to best handle one’s portfolio. Financial Strategies is a wonderful financial planner. Highly recommend them. – John Starkey
REVIEW #5 – Fear of money and ignorance of how to manage money kept me in a bad situation for a long time. Justin, at FSG, worked with me prior to my divorce, spending 2 hours, pro bono, explaining the basics of budgeting, investing and retirement. He was extremely kind during a very stressful time. Fast forward 2 years and my circumstances are obviously different but my anxiety regarding money is as fierce as ever. I know enough to know that freezing and doing nothing is a terrible idea but I do not know how to manage what I have left in order to pay my bills and, one day, retire. I am tired of waking up in a panic attack over my future circumstances and so I asked for a meeting with Justin again. He was fantastic! He takes the time to explain the basics and is so easy to understand. We are going to work together and I finally feel calm and hopeful about my future. The relief that I have somebody so knowledgeable managing my assets, and that I won’t be making poor, uninformed choices, or missing out on opportunities is huge! That is what FSG has meant to me…I do not have to be frightened about money any more. I am not in this alone! – Claire Bear
REVIEW #6 – Financial Strategies Group is an amazing team, lead by Mark Carter. This team of professionals provide a down to earth, but highly transparent approach to financial planning. At the end of the day we always feel reassured about the integrity in which our investments are handled. I highly recommend this group and their exceptional service that they provide. I am confident they can help create the future we all have worked so hard obtain. – Wanda P
REVIEW #7 – Brandon Carter and the entire Financial Strategies team are the absolute best. They are so kind and answer every question you may have. They are always looking out for my best outcome and keep me informed every step of the way. They check in multiple times to keep me abreast of my funds and have gone out of their way to get all my funds in one place. I am incredibly pleased with their services and what they have done for my accounts. I highly, highly recommend them to anyone. Because of their hard work I am comfortable in deciding to retire in the near future. Thank you so much Brandon and your team at FSG!!. God bless you all. – Beth De Boe
REVIEW #8 – We have nothing but great things to say about our experience with Financial Strategies, specifically our advisor Kyle Cooper. He is honest, kind, genuine and has done extremely well handling our finances. We highly recommend FSG and Kyle to all our friends and family! – Holly Pressel
REVIEW #9 – I have had the privilege of knowing Mark Carter and his family for nearly thirty years. Mark is the founder and principal of Financial Strategies Group (FSG). During this time, he has served as my financial advisor/planner and has guided me during my professional career and now into my retirement. Mark’s professional knowledge, experience and customer commitment has served me well, allowing me to know that I am financially prepared for the duration of my life.
It has been rewarding and reassuring to watch FSG grow as a company over the years, both in the number of locations served as well as employee count. FSG employs a very diverse group of skill sets, allowing them to “keep pace” with modern trends such as market data analytics, social media, marketing, legal compliance and efficient customer communications. They do all of this, yet retain their “small business” personality. It has been my consistent experience with every individual there that they are clearly committed to and prioritize customer service & satisfaction.
Further, FSG consistently gives back to their communities through a wide variety of fund raisers and other charitable activities. FSG understands the value of community involvement and specializes in assisting personnel at key area employers such as General Motors, Michigan State University and the State of Michigan. By clearly understanding the specific employee benefits & policies in organizations such as these (and others), FSG is uniquely positioned to assist those personnel at any stage of their life.
I highly recommend Mark & his team at FSG given that I know they are fully prepared to provide individualized guidance and assistance at any stage of your “financial life”. Give them a call, I know you’ll be glad you did. – Jeffrey Saxton
Allied Integrated Wealth
ADDRESS: 2277 Science Pkwy STE 7, Okemos, MI 48864, United States
NUMBER: +1 517-816-8769
DESCRIPTION FROM BUSINESS: Fee-only, fiduciary wealth advisor
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 – Very satisfied with the skill set, ideas and direction that Zach brings to his craft. He is responsive and focused on needs requests and able to refer (in situations that can support or clarify) related to direction on a given topic..Honesty and integrity is a hallmark – Brian Beck
REVIEW #2 – Zach has been great to work with. He is very knowledgeable in his line of expertise and always a pleasure to work with. He is almost always available any time I call to answer my may questions. He is on time and ready to roll when I get to the office to met and discuss my estate planning. Zach is is able to break down the difficult parts of managing my estate and has worked out a specialized plan that will meet my unique needs and estate goals. I feel much more at ease with my retirement since Zach came up with a long term plan to reach all my financial goals. I am very glad I was referred to him by a friend who also thinks Zach is great at what he does. Thanks Zach for all you do! – L H
REVIEW #3 – Zack has been an awesome addition to our not-so-savvy-with-money lives. We always knew we needed a financial advisor and procrastinated on getting somebody. So glad we found Zack. He has helped put things in a great perspective, answering our questions and making us feel more confident about our financial outlook. – Todd Day
REVIEW #4 – Zach has taken care of our retirement for several years now. He has always answered any questions or concerns in a very timely manner and has provided excellent financial advice. He also responds the market challenges as they come about and gives you his recommendations. My wife and I highly recommend Zach for your financial guidance. – Dave Van
REVIEW #5 – My husband & I are very pleased with the services Zach provides us. He is extremely knowledgeable and very patient to explain different options for our long-term goals. He is always available for any questions or concerns we might have. We highly recommend Zack for all your financial needs. – Tammy VanHimbergen
REVIEW #6 – Ive been working with Zack for a couple years now and he is an excellent resource for all things financial planning. He even has strong expertise in the tax field to help minimize/optimize tax liability. He is truly a one stop shop and super knowledgable in planning for your financial future. I would highly recommend Zack to anyone seeking financial planning advice. – Michael Gallagher
REVIEW #7 – We have worked with Zach for many years, and we are very happy with his thoroughness, and attention to detail. Zach has helped us transition from owning a business to retirement. He has offered a wide variety of investment options, and we are pleased with our results. And we are looking forward to our continued relationship. – Donna McPhee
REVIEW #8 – My husband and I have worked with Zack for several years and have been more pleased. Zack is very knowledgeable, continuously monitors our plan, is proactive and offers comprehensive advice. I highly recommend Zack to anyone who is seeking a financial planner that is ethical, and is genuinely interested in his client’s financial well-being. – Lynn Mcphee
REVIEW #9 – I’ve worked with Zack for years and always appreciate how clearly he explains things and takes the time to help me feel confident about my finances. He regularly checks in and is quick to share updates or answer questions. He creates a space where I feel informed and supported. I trust his guidance completely and would recommend him to anyone—no matter where they are in their financial journey. – Megan Irish
Foguth Financial Group
ADDRESS: 3681 Okemos Rd, Okemos, MI 48864, 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…
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 office staff at Foguth Financial are absolutely wonderful — friendly, welcoming, and always so helpful. The entire team makes you feel valued from the moment you walk in. Jeffrey Newsome is an exceptional financial advisor who truly goes above and beyond. His expertise, transparency, and genuine dedication give us complete confidence in our financial future. Highly recommend! – Patti Shaffer
REVIEW #2 – Working with Foguth Financial Group has been a breeze. I let Jeff Newsome know what my priorities were upon joining he assured me that everything would be noted and followed. I transferred from a known large company that hadn’t been a good fit and have been more than pleased with my decision. Everyone on the team I’ve talked to has been friendly and helpful beyond my retirement account needs. Thanks everyone! – Aaron Nagy
REVIEW #3 – Jeff Newsome is very knowledgeable and is willing to share that knowledge. I believe Jeff has us in a comprehensive financial plan that takes the burden and uncertainty off from us. But gives us the tools to see everything so that we have that peace of mind. – PHIL Bressette
REVIEW #4 – Jeff Newsome provided outstanding service. He took the time to understand my financial goals, created a personalized plan, and explained everything in clear, simple terms. His communication was consistent and transparent, and I always felt confident that my financial future was in capable, professional hands. – jared hansen
REVIEW #5 – Jeff Newsome at Foguth Financial Group is professional and an absolute pleasure to work with. He is knowledgeable, highly responsive and has helped my family work toward our financial goals. – Elizabeth Nagy
REVIEW #6 – Paul has been very helpful in steering us as we prepare for retirement. The 401k recommendations alone have resulted in a much better % than what I’ve had over the last 20 years of trying to run it on my own – Joshua Tkaczyk
REVIEW #7 – About a year ago my husband and I decided that since neither of our places of employment offered retirement benefits we would do something on our own. Reaching out to Jeff Newsome was the best decision we made. We explained what we were hoping to accomplish and he made it happen. Now we just sit back and watch our money add up. Even if you’re in the beginning stages and have questions, reach out to Jeff. He’ll get you headed in the right direction. – Traci Newsome
REVIEW #8 – Jeffrey Newsome is a great financial adviser, he helps me with any questions I have and always knows the answers! – Justice Boire
REVIEW #9 – Highly recommend Jeff Newsome. He is very knowledgeable and responsive and takes the time to explain things which is super helpful. – Marcella Ehmann
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