4 Best Gold IRA Investment Companies Near Me in Prescott, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Ryleigh Wealth Management-Brian Scott
ADDRESS: 3623 Crossings Dr Ste 350, Prescott, AZ 86305, United States
NUMBER: +1 928-277-1427
DESCRIPTION FROM BUSINESS: At Ryleigh Wealth Management, we believe that personal finance, done right, has the ability to completely transform lives. If you are serious about changing your life, whether that’s more time with family, or fewer money worries, Brian would love to speak with you! Brian is a member of Dave Ramsey’s SmartVestor Program…
STORE 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 were blessed to find Brian through the Dave Ramsey website for recommended financial advisors. Brian is a God fearing man, devoted to his family and his country. He served in the United States Marine Corps and serves his clients with the same integrity and devotion. We are blessed to have Brian manage our investments. He takes great care in listening to our goals and desires for our financial future, and purses those goals with great fervor. I highly recommend Brian for your financial goals and future. – Kurt Smith
REVIEW #2 – Brian Scott, at Ryleigh Wealth Management, has been an outstanding financial and wealth management advisor. I really appreciate how he makes a sincere effort to get to know you as a whole person and understanding what you value in life. He also takes the time to explain everything clearly, helps create smart and realistic plans, and is always transparent and easy to reach. I really value how he makes complex financial decisions simple and stress-free. I feel much more confident about my financial future thanks to Brian and his staff — I highly recommend him and his team to anyone looking for trusted, professional financial guidance. – Johnathan Gibson
REVIEW #3 – 0n our first call with Brian he realized we had a vague plan but no real direction. After asking us questions about where we were and where we wanted to go, he said he could help us. Brian developed an individual plan tailored to our needs and goals. He has released us from the pressure of “is what we’re doing working “, to a confidence that we have not had in the past. Our financial future looks bright thanks to Brian’s wisdom and planning. Thank you for your help. Lee & Kendria Murphy – Kendria Murphy
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Montoya Wealth Management
ADDRESS: 2069 Willow Creek Rd, Prescott, AZ 86301, United States
NUMBER: +1 928-778-2370
DESCRIPTION FROM BUSINESS: We operate an independent, fiduciary, fee-only financial firm in Prescott, Arizona. We manage our clients’ investments and we also look at each of our clients’ lives as a whole, offering financial planning, tax preparation, and estate planning coordination.
STORE 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 – Montoya Wealth Management is outstanding. Erica Ryberg is a highly knowledgeable and qualified financial advisor with many years of education and experience. What I appreciate most, as a woman in financial services, is her generosity with her time, care, and commitment in an industry where women are still a rarity. Erica doesn’t view other women advisors as competition—she sees us as remarkable women working toward the same goal of helping our clients. She is determined to share her knowledge and expertise so that we can all rise together. Erica and her husband, Brandon Montoya, are an exceptional team, and I would never hesitate to recommend them. – N V A
REVIEW #2 – Montoya Wealth Management far exceeded my expectations and earned my trust and support. I highly recommend Brandon and Erica to anyone in need of personal and business financial advice. I truly feel that they act in my best interest. They take time to understand my unique needs, between my appointments they perform in-depth analyses, and educate me on my options in ways that I understand. I never feel pressure to act in any certain way. In addition to providing expertise in investment and financial planning, they’re also a pleasure to work with. They provide empathy and compassion, which I find very refreshing. In my experience they provide a level of service that is unmatched in their field. – Chad Hetherwick
REVIEW #3 – We are so glad we found Brandon and Erica! They are very professional, personal and helpful and we couldn’t be happier. – Lauri Penzien
Cornerstone Christian Wealth Management
ADDRESS: 404 S Montezuma St # C, Prescott, AZ 86303, United States
NUMBER: +1 928-237-4312
DESCRIPTION FROM BUSINESS:
STORE 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 – Working with Phillip at Christian Wealth Management has been a breath of fresh air. My ability to communicate my interest and the growth of my portfolio ever since I made the change has been rewarding. I would highly recommend Phillip and his team to better serve your financial needs. – John Adams
REVIEW #2 – Phil has been a trusted friend and advisor for many years. He has provided creative and sound advice while producing above market returns…. all from a Christian perspective. I feel so strongly, I moved my parents’ portfolio over to his management as well. I highly recommend Cornerstone Christian Wealth Managment. – Doug Jorritsma
REVIEW #3 – We have entrusted our nest egg to Phillip Naman because of his financial acumen, his experience, and his personal interest in making our money work for us. Phillip has done a great job over the years and we would highly recommend him to anyone who could use his services. – Fraser Wright
Prescott Financial
ADDRESS: 141 S McCormick St Suite110, Prescott, AZ 86303, United States
NUMBER: +1 928-277-1799
DESCRIPTION FROM BUSINESS: At Prescott Financial, we believe that financial success isn’t just about numbers, it’s about people. That’s why we take a people-first approach to financial planning and investment management. We take the time to understand what matters most to you. Whether you’re planning for retirement, growing your investments, or protecting your assets, we provide personalized strategies designed to fit your unique situation…
STORE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Kevin Wells at Prescott Financial has been absolutely fantastic to work with! His extensive knowledge and genuine willingness to understand my needs made all the difference. He took the time to get to know my goals and has gone above and beyond to help me work towards them. I highly recommend Kevin for anyone seeking personalized and dedicated financial guidance! – Amanda Voss
REVIEW #2 – I have always thought that investing in the stock market was a lot like gambling. After spending some time with Kevin and having him truly explain what it means to diversify your portfolio, I had a new understanding. We trust him completely and know that he has our best interest at the forefront of everything he does. – Heather Wherley
REVIEW #3 – I consider Kevin Wells more than a financial advisor but a friend also. He has helped me plan for the future, avoid costly mistakes, and is a great resource of knowledge! Highly recommend Prescott Financial! – Joshua Allen
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