4 Best Gold IRA Investment Companies Near Me in Pocatello, ID – Retirement Planning Services
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Merit Financial Advisors
ADDRESS: 275 S 5th Ave Ste 151, Pocatello, ID 83201, United States
NUMBER: +1 208-233-0080
DESCRIPTION FROM BUSINESS: Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services…
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have worked with Joel for over two years now. I couldn’t be happier with his performance and delivery. He is extremely professional and knowledgeable. Pleasure to work with. Highly recommended! – Jake Shuman
REVIEW #2 – I have invested with Sanctuary Wealth Management for the past server also years and have been extremely pleased with their service and professionalism. – BRETT JACOBSON
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Rockwood Stone Wealth Management LLC
ADDRESS: 275 S 5th Ave Suite 140, Pocatello, ID 83201, United States
NUMBER: +1 208-233-1122
DESCRIPTION FROM BUSINESS: At Rockwood Stone Wealth Management, we specialize in comprehensive wealth management solutions for high-net-worth individuals, families, and business owners. Our experienced team provides expert financial guidance in investment management, retirement planning, and estate coordination to help clients build, preserve, and transfer wealth with confidence…
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been a client of Lisa’s for over a year and a half and would highly recommend her to my personal friends, family, or anyone that I know who is in need of financial services. From the moment you walk into the Rockwood Stone Wealth Management office, you will feel welcomed by the friendly smile of Mary and then the timely meeting with your advisor, Lisa or Ken. The environment in their office has been made to create a sense of comfort and like you matter as a client. As far as my experiences with Lisa, she is an advisor that is willing to go above and beyond due to her passion for her career- this is the type of person you want handling your money. She will strive to know you on a personal level, so she understands what is best for your future. She is educated and current on her craft. Very excellent financial planning and advising! – Kymberli Ibarra
REVIEW #2 – I would highly recommend Rockwood Stone Wealth Management to anyone! Ken was very personable and took the time to get to know my situation and goals to help me make a unique and customized retirement plan. His wealth of knowledge in retirement planning was readily apparent, but he was able to explain things in simple terms that were easy to follow. He also did some research AFTER my appointment and emailed me to help further optimize my financial plan. – Cade Pocock
REVIEW #3 – Working with Ken has truly been a blessing. I didn’t know much about my own finances let alone the financial market prior to working with Ken. With his help and his leadership I feel comfortable with both now. He worked with me and helped me create a realistic plan based off of my specific goals. I highly recommend reaching out to him with any questions you may have. You’re in good hands with him. Thank you for all your help. – Ian Kerlin
REVIEW #4 – Working with Ken at Rockwood Stone has been a great experience for my family and I. We always did the basic savings/checking thing with extra money set aside for short term goals. Ken has taken a lot of time to educate us and present as much information as possible, which has made our every decision a confident one. So far we have setup multiple life insurance and investment plans with Ken. We are much better off, and feel more secure in our financial future for it. – Brady Barrera
REVIEW #5 – I brought an old life insurance policy in to Ken & Lisa to have them take a look at it. Instead of selling me a new one, they were able to adjust the policy I already had (at no charge) to where it better fit my needs. This was very refreshing! I recently rolled an old 401(k) over for them to manage. Great team! – Tom Sam
REVIEW #6 – Lisa is the best! She has helped us navigate our retirement plan and provided various ways to diversify it! Thank you for all of your suggestions and look forward to continuing our financial relationship! – Jennifer Jackman-Flores
REVIEW #7 – Ken & Lisa did some financial planning for my parents. I recently made an appointment for my own finances and am so thankful I did! They are very well-versed with investments but explained it to me in simple terms. Thanks again! – Natalie Tremelling
REVIEW #8 – Ken and his staff have been extremely helpful regarding my investing and retirement needs. I am impressed with their vast knowledge of the financial industry, and highly satisfied with their attention to detail and customer relationship management. Highly recommend this firm 10/10 to anyone looking to build a solid future with great people in the industry. – Will Mastel
REVIEW #9 – I feel so secure using Rockwood Stone advisors for my financial planning needs! Lisa and Ken are honest and know their stuff. I will never take my money else where!
Also, they are dog friendly so that also scores bonus points with me! – Annie Kihara
Red Cedar Wealth Advisors
ADDRESS: 1414 E Center St, Pocatello, ID 83204, United States
NUMBER: +1 208-915-8400
DESCRIPTION FROM BUSINESS: Comprehensive Wealth & Investment Management
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 | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I was very skeptical when my husband suggested that we get an investment account, but am so very glad we did! Barry Smith, our advisor, is amazing at keeping the accounts earning top dollar, for which I am eternally grateful.
My husband passed, but the accounts are doing well enough that I can get along on the dividends each month.
And besides that, Barry is a good friend, cares about his customers, and invests well for them.
I highly recommend Red Cedar Wealth for your investment needs. – BeckyN
REVIEW #2 – Love working with Red Cedar Wealth! They are personal, responsive, and competent. Trent Yost has been my financial advisor for many years and has always given me sound financial advice, while also helping me navigate the complexities of investing, financial planning, and retirement. I highly recommend Red Cedar Wealth! – Shane Campbell
REVIEW #3 – I have been involved with Trent for over 8 years. He has always been accessible to me; answered all my questions in a way I could understand. Trent is knowledgeable and gave me information that helped me make good decisions. – Taylor Smith
REVIEW #4 – Great advisors that listen and care about my IRA accounts. – Steven Wadsworth
REVIEW #5 – I have no complaints at all. Only good things from this company. I am so extremely grateful for the help with my finances. I would never have known how to be financially prepared without them. – Aunna W. Udonsa
REVIEW #6 – Red Cedar is Amazing! Trent and his team have been taking good care of my finances for almost 20 years. I trust them 100%. You should too!! – Shane Campbell
REVIEW #7 – Red cedar wealth has done a fabulous job for my husband and I. We are so grateful for Barry and all he has done for us. – Lisa Bybee
REVIEW #8 – We’ve been with this financial institution for many years. They’ve been fantastic! We wouldn’t change for anything in the world. – William Robinson
REVIEW #9 – Such a great place! Awesome people with a wealth of knowledge! – Cade
University Financial Group
ADDRESS: 500 S 11th Ave #403, Pocatello, ID 83201, United States
NUMBER: +1 208-234-1800
DESCRIPTION FROM BUSINESS:
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 – We have worked with Lance for both insurance and financial stuff over the years. He has been great. He knows his field very well and has been a pleasure to work with. I think my wife and I would have missed out on good opportunities if not for Lance. – Nicholas Muckerman
REVIEW #2 – Lance has done a great job helping me plan for my future! Ten years as a single mother and now readjusting it with my new business and marriage. – Erica Lowry
REVIEW #3 – Lance is super knowledgeable and kind to work with! – Haley Jensen
REVIEW #4 – Great community involvement, very knowledgeable. – Danielle Norton
REVIEW #5 – Awesome Financial planning! – erica kinnersley
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