4 Best Gold IRA Investment Companies Near Me in Sault Ste. Marie, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Jodi L Nastor, CFP®|FCSI®|FMA|CEA®
ADDRESS: 390 McNabb St Unit#2, Sault Ste. Marie, ON P6B 1Z1, Canada
NUMBER: +1 705-253-7799
SERVICES: Retirement Planning, Brokerage Accounts, Group Plans and Investing Strategies
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 – Edward Jones — Financial Advisor JODI NASTOR is the best financial advisor we have ever had. Since working with Jodi, we have a better understanding of investing and we have a solid plan towards our retirement goals. We 100% would recommend Jodi Nastor if you are looking for a financial advisor that puts your needs and wants first when it comes to investing and working towards your retirement goals. – Shari Young
REVIEW #2 – I’m so grateful for the guidance and support l’ve received from my financial advisor. Jodi’s advice has helped me feel more confident, organized, and in control of my financial future. I Highly recommend Jodi . She has a wonderful personality & Loves what she does. – Angela DeGagne
REVIEW #3 – Where do I begin? I wouldn’t be where I am today if it wasn’t for Jodi Nastor! Her expertise and knowledge have given me the opportunity to enjoy my life in my retirement ! She is caring, she listens to you and wants the best for you and her experience and expertise are second to none! Thank you Jodi! You are the best! – Fran Colak
REVIEW #4 – Jodi goes above and beyond for her clients. She is knowledgeable, professional, and highly recommended! – Jessica Whorpole
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Donnelly Group Private Wealth Management
ADDRESS: 855 Queen St E #100, Sault Ste. Marie, ON P6A 2B3, Canada
NUMBER: +1 705-759-0514
SERVICES: Retirement savings consulting, Advisory Services, Estate planning, Financial planning, Insurance Planning, Investment Planning, Retirement Planning, Succession Planning, Tax Planning, Wealth Management
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 – I’ve had a very positive experience with this investment company. Their team provides a great balance of personal attention and professional expertise, making me feel valued as a client. They are always prompt in responding to my questions and inquiries, and I appreciate their clear communication and willingness to help.
The excellent customer service and commitment provided by my advisor gives me confidence in working with him and the team. I would gladly recommend them to anyone looking for reliable investment guidance. – Agostina Patterson
REVIEW #2 – Our financial advisor has been fantastic to work with! He has been sensitive to our investment needs to fuel our short and long term goals and I have been impressed by his professionalism! What you want and need, in this position, is a person who can talk you through your concerns to help build a plan for success. You want someone who is accessible and nurtures the confidence that you are being listened to and that unique needs are being reflected in your plan. This is probably the first time I am feeling that all the pieces of the investment puzzle are fitting together! Definitely recommending others to experience this for themselves! – Stephen Patterson
REVIEW #3 – Since investing with Donnelly Group Private Wealth Management and our advisor Levi Demour-Iozzo our retirement portfolio has grown exponentially! We can now retire without worrying about money while keeping our lifestyle intact. Levi has done an exceptional job and I would recommend him to anyone thinking about investing. Trustworthy and reliable!! – Pam Marshall
REVIEW #4 – We joined the Donnelly Group after a very unsettling experience with another company with whom we had had a long and we thought safe relationship. As a result we were very wary new clients, but in the years since have come to have full confidence in Levi, our advisor. He has given us solid advice, has offered new directions and is always readily available. We look forward to many more years of comfortable relationship with this Group in our retirement. – Gary Gardiner
REVIEW #5 – The Donnellys and their team have been terrific. They have handled my families financial portfolio for years. They have always been professional and conscientious in all facets of the program. As we are now starting to draw against what they have helped to build, their planning and tax advice is extremely valuable. I have complete faith in their abilities, and know that our future is under control. – Doug Richardson
REVIEW #6 – Donnelly Group Private Wealth Management, and especially Michelle, have been fantastic to work with. Michelle is incredibly responsive, always getting back to me quickly and addressing any concerns with clarity and care. I really appreciate how relatable she is, taking the time to understand my family’s priorities and aligning financial strategies to support our goals. Her ability to balance financial impact with family life has made managing our wealth feel both seamless and personal. Highly recommend their services! – Jen Amadio
REVIEW #7 – Keith has felt like a member of the Celli family for as long as I can remember growing up in the Sault and in the decades after leaving home. My parents held Keith in the highest regard. I always admired their special relationship. Keith and the Donnelly Group could always be counted on to provide exceptional service and knowledgeable financial guidance, but beyond that, to treat their clients with respect and compassion. I was blessed to receive the gifts of this enduring relationship during these years of estate planning and management with Carol Ann. I vividly recall the first time we met, together with my parents who resided at Collegiate Heights at the time, and how graciously Carol Ann treated my Mom and Dad. It was heartwarming. They were more than “just” clients. Years later, Carol Ann walked with me through challenging times of change and the eventual deaths of my beloved Dad, and most recently, my dear Mom. That special relationship, nurtured over the years gave me the priceless gifts of comfort and peace of mind, which have helped bring closure to this chapter of our lives in a way that honours my parents’ beautiful legacy. I am so grateful my parents trusted the Donnelly team and would highly recommend their stellar services. You can be sure my parents are singing your praises from above! Thank you, Keith, Carol Ann and the rest of the Donnelly Group Family. You won’t be forgotten! – Anna-Lisa Christilaw
Manulife Wealth Inc.
ADDRESS: 420 Pim St, Sault Ste. Marie, ON P6B 2V1, Canada
NUMBER: +1 705-910-4875
SERVICES: Tax planning, Wealth management, Banking Services, Business Insurance, Cash Management, Critical Illness, Estate Planning, Financial Planning, Group Benefits, Health Insurance, Individual Health Plans, Life Insurance Advisor, Living Benefits, Long Term Care Insurance, Private Investment Management, Retirement Planning, Risk Management, Strategies Investment Management
OFFICE HOURS
| Mon | 9:00 AM – 3:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 3:00 PM | |
| Wed | 9:00 AM – 3:00 PM | |
| Thu | 9:00 AM – 3:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have known Mike Skinner for a while. We have been utilizing his services for over 1 yr after being disappointed by a previous Financial Investor who had been fined for his behavior and being investigated again. Mike has been awesome at switching our investments over to Manulife, and has been a remarkable planner for us. We are very happy with the service his company offers, and so glad we made the jump. Mike knows his stuff…he has been the best financial planner for us. We were very surprised how quickly our portfolio grew so quickly under the advise of Mike. – Nancy Hutchinson
REVIEW #2 – Mike truly puts his clients first, earning their trust through personalized guidance and deep financial expertise. Working with him is a pleasure—he’s personable, proactive, and always focused on helping clients achieve their goals. – Andrea Pietramale
REVIEW #3 – An expert in his field, Mike has been my family’s go to for financial planning for many years. He is trustworthy, honest and very open – exactly what you would look for in an advisor. Highly recommend! – Patti Cook
REVIEW #4 – Our experience with Mike has been outstanding from the beginning which was 30 years ago. He has exceeded all of our expectations and we recommend him to friends and family regularly. – Jason Cook
REVIEW #5 – I highly recommend Mike for your financial planning .He is very knowledgable and an expert in his field. Even my adult children have now used Mike for their financial planning. – Lorie Bellini
LPL Financial | Sincerity Wealth Solutions
ADDRESS: 812 Ashmun St, Sault Ste. Marie, MI 49783, United States
NUMBER: +1 906-635-1111
SERVICES: Estate planning, Financial planning, Investment advising, Tax planning, Comprehensive Plan, Custodial Services, Debt Management, Estate Planning Strategies, Financial Planning And Investment, Hourly Consulting, Income Planning, Insurance Strategy, Investment Advisory Services, Investment Analysis, Investment Management, Investment Strategies, Personal Financial Planning, Registered Investment Advisor, Tax Strategies, Wealth Management Services
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 | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been working with Dave Scott and LPL Financial for many years. We have entrusted them with helping plan our retirement and couldn’t be happier with the service they provide. The addition of Nick Kibble only added to their value. They are quick to answer their phones, always follow up with information when needed, provide honest, easy to understand answers and we feel they have our best interests in mind. Highly recommended! – Jerry Cadreau
REVIEW #2 – We can’t say enough about working with Dave Scott and the team at LPL Financial! Their expertise and dedication are truly top-notch. They take the time to explain everything clearly, ensuring we fully understand our financial options. They are always available when we have questions, providing prompt and thoughtful responses.
What really makes a difference to us is that they take the time to listen and understand our goals (financial and personal) and tailor strategies to help us pursue them. It’s refreshing to work with a team that values our input and partners with us every step of the way. Highly recommended! – Michelle Bouschor
REVIEW #3 – We have known Dave Scott and the LPL team for 5+ years. He was recommended by a fellow professional in Sault Ste. Marie.
We feel he is invaluable and has been an indescribable amount of help to our family. Not only does he have financial expertise, he takes it a step further and is someone we consider a friend.
We feel comfort in knowing we can reach out to Dave any time. He provides practical advice and we value his knowledge and dedication to our personal and financial goals.
He is always available and consistently prompt in getting back to us.
Along with Dave, we have been impressed with Joel who works closely alongside him. Joel also displays professionalism and exemplifies customer service.
We are so thankful to know the LPL team – Sara Hill
REVIEW #4 – I met Dave a short time after my husband’s death in 2021 which was just one year into our retirement. He came highly recommended by a good friend who felt Dave would be a very good fit for me and my circumstances. He was absolutely right! Dave is patient and understanding. He always listens carefully to what I have to say before giving any advice. I wasn’t very involved in the financial strategy my husband had planned out for our retirement years, so wasn’t prepared in the slightest for having to deal with it all on my own. Quite frankly, I had no idea where to even begin! Thankfully, I didn’t have to go it alone. The past three years haven’t been easy ones but thankfully, I’ve had Dave and his team helping me whenever I have a financial question or need. I know Dave has my best interest in mind and am confident that he truly cares for his clients. I consider him much more than just my financial advisor. He is a friend – Linda Campbell
REVIEW #5 – We have had an outstanding experience working with Dave, Nick, and Joel at LPL Financial. Their customer service is exceptional—they take the time to truly listen and understand our financial goals. What stands out most is their attention to detail and the personalized approach they bring to every conversation, ensuring that our plans align with our unique needs and priorities.
Their clear and consistent communication makes navigating financial decisions stress-free and easy to understand. Additionally, the computer modeling tools they use provide valuable insight into retirement planning, helping us visualize different scenarios and feel confident about our future.
We highly recommend Dave, Nick, and Joel for anyone looking for a knowledgeable, professional, and caring financial team! – Laura Cadreau
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