4 Best Gold IRA Investment Companies Near Me in Rochester, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Prinvest Advisors
ADDRESS: 2774 Commerce Dr NW Ste A, Rochester, MN 55901, United States
NUMBER: +1 507-535-3542
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Advisory Programs, Benefits And Retirement Plans, Business Retirement Plans, Comprehensive Financial Planning, Education Investing, Estate Plan, Financial Education Programs, Individual Retirement Plans
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with Steve Farrell at Prinvest for more than ten years, probably closer to fifteen. What I liked best about him was that when we came for our first meeting as we started to think about retiring in 5 or more years there was no pressure to choose the lump sum option, and then when the time came, to move the lump sum or my pension or my 401K to him. I did start with my pension but left my 401K at my employer. I could quickly see his funds were out performing and now it’s all in his care. The other thing I enjoy is the ease of communication with him and his staff, of a question comes up sometimes even outside the realm of investment, he helps if he can answer it. And he make talking about investments fun. – alohajmr
REVIEW #2 – As an Immigrant at the time I started working (currently Naturalized US Citizen) I had to start my Retirement Savings later than most, so my 403b possibly was not as impressive as someone who started their savings as a young professional. When I reached my age of retirement I contacted the Institution which was managing the retirement funds for my Employer, and the financial advisor they assigned me was less than impressed with my savings and dismissed me as a potential client. I then contacted Primvest Advisors and they were extremely supportive and respectful, they designed a successful plan to manage my money and are continuously updating me of how my investments are doing, I highly recommend them for their professionalism, knowledge and support. – Laureano Rangel
REVIEW #3 – I’ve worked with both Justin and Levi. They were easy to talk to, very informative, and made me feel comfortable with how my money is invested. Prinvest is both professional and casual at the same time. I felt that my input and feedback was valued. I am a late in life investor into my retirement plan, and they have helped me realize that it is never too late to start.
“When is the best time to plant a tree? Yesterday. When is the next best time? Today.” – Melissa Zemla
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Fortress Financial Group
ADDRESS: 1610 14th St NW Ste 300, Rochester, MN 55901, United States
NUMBER: +1 507-529-1400
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Asset Management, Private Wealth Advisor, Registered Investment Advisor, Retirement & Financial Planning, Retirement Income Strategy, Retirement Planning
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I are big fans of Fortress and the team that Dan has assembled. Cody and Jake are great at scheming ( in a good way) and explaining all of options open to us for financial and tax planning. I have had other stops with my 401K over the years and wish I would have found them earlier in my career. – mike chase
REVIEW #2 – I have had the incredible privilege of working with Cody and Jake through Fortress Financial. As a younger person who knows very little about retirement, saving, and everything that goes with it- these two have been absolutely exceptional. They have taken the time to help me understand these topics and have created a path that will allow me to blossom when it comes to finances. They have answered every single question of mine and then some. I have no words to describe how grateful I am for everything they have done for me. It is such a great feeling knowing that I can trust these two and this company with everything. I could not recommend them more and I am so happy to get to work with them for years and decades to come! – Kasie Gruber
REVIEW #3 – I highly recommend Fortress Financial for their exceptional professionalism and deep expertise in retirement planning. From the first consultation, their team took the time to truly understand my financial goals and provided clear, strategic guidance tailored to my unique needs.
What stood out most was their ability to simplify complex retirement concepts and build a plan that gave me both clarity and confidence for the future. Every interaction has been timely, respectful, and thorough—making me feel supported and informed every step of the way.
If you’re looking for trusted financial professionals who genuinely care about helping you prepare for a secure and fulfilling retirement, Fortress Financial is the place to go. – Julie Beth
Wealth Enhancement Group
ADDRESS: 975 34th Ave NW #250, Rochester, MN 55901, United States
NUMBER: +1 507-289-3601
SERVICES: Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Planning, Customized Retirement Plan, Financial Guidance, Financial Plan For Retirement
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 – As clients, we now feel organized and comfortable with our investment, inheritance, tax, estate planning and life insurance needs. Communication is excellent and it feels like we have the best of both worlds – a small, responsive, hands-on local team, with the backing of a large network of specialists. – Brad Mitchell
REVIEW #2 – Mark and his team are so generous with their time and knowledge. If you are just starting your financial wealth journey or contemplating a change make the time to sit down with Mark and let him show you the difference! – Family Tradition
REVIEW #3 – Mark and his are absolutely amazing and I wouldn’t want to trust my retirement with anyone else! – Brandon Crane
Strategic Tax and Retirement
ADDRESS: 2434 Superior Dr NW STE 101, Rochester, MN 55901, United States
NUMBER: +1 507-288-3636
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Brokerage Services, Comprehensive Plan, Estate Considerations, Financial Advisors
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 – They are able to look at the big picture of all my finances, whereas most firms only look at one aspect. This is very beneficial and saves a lot of money when it comes to tax time and also helps with investing! Brilliant! I’m so glad I found them! – Melinda Coscarelli, PhD
REVIEW #2 – I’ve been working with Greg and his team for a few years now. Very knowledgeable and extremely helpful. Top notch group of people! – Jim Lutes
REVIEW #3 – Thankyou for your patience and expertise in the complex world of finance with guiding direction in improving my retirement investments. it was really a pleasure working with you. – jeannie milde
REVIEW #4 – Great team and always prompt to answer or return calls with questions. Definitely would recommend! – Michael Quinones
REVIEW #5 – Everyone that I have worked with here has always been super helpful and great at responding to any questions I have. – Dan Messner
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