4 Best Gold IRA Investment Companies Near Me in Schaumburg, IL – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Roger L Smith, CFP®|AAMS®
ADDRESS: 1900 E Golf Rd # L100, Schaumburg, IL 60173, United States
NUMBER: +1 847-995-0696
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 10:00 AM – 7:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Roger Smith truly cares about his clients and puts in the extra research, time and effort to help them achieve their financial goals. He and Barb, his Branch Office Administrator, go the extra mile to develop personal relationships with their clients. You never feel like you’re just a number with them. Roger is also a CFP, which demonstrates his commitment to the profession. I like that he gives back to the community through his leadership in service organizations too. – Elene Cafasso
**** MORE REVIEWS PENDING FOR THIS BUSINESS ****
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America United Wealth Planning
ADDRESS: 1900 E Golf Rd #950, Schaumburg, IL 60173, United States
NUMBER: +1 847-592-5405
DESCRIPTION FROM BUSINESS: Welcome to America United Wealth Planning! Become the hero of your financial story. We give you the tools to secure your financial future and make sure you’re ready for retirement…
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 – John has been very helpful with some extra money of ours. I don’t follow the stock market so I needed someone I can trust. When we visited his office last year saw his son was working with John and he is an attorney so he made some changes (if needed) with our funds..
Thank you to both – Sandra Bigos
REVIEW #2 – John assisted me considerably in assessing and planning for my upcoming retirement. I feel very at ease working with John, now and in the future as my needs change. – Jerome E Alt
REVIEW #3 – John was absolutely wonderful! He went above and beyond! He was very organized and efficient and we really appreciated that. He explained everything very well and sometimes several times to us to make sure we understood it. We would definitely recommend him to anyone who is doing any kind of retirement planning. – Gloria Schmidt
REVIEW #4 – John was really great helping me plan for my retirement. I sensed that he was a person I could trust with some very important decisions. Very knowledgeable. I’d recommend him In a heartbeat. – Jerome Alt
REVIEW #5 – John is always informative and helpful. With his help we have chosen a great annuity that is paying us each month in retirement. – Barbara Tillman
REVIEW #6 – Caring professional organization within investigation of good products with the consumer in mind – DF Randolph
REVIEW #7 – Where do I even start? America United has gone far above and beyond for our family! Not only did they help my parents with their wealth planning but John has been an excellent guide as I’ve been navigating my mom’s Alzheimer’s diagnosis. I honestly don’t know what I would do without John’s insight and assistance!
If you’re looking to plan for your future, John is an expert who will also care about you as if you were family. – Kimberly Serafin
B.B. Financial Group
ADDRESS: 1600 McConnor Pkwy Suite 1100, Schaumburg, IL 60173, United States
NUMBER: +1 847-897-8278
DESCRIPTION FROM BUSINESS: B.B. Financial Group is a Brokerage Firm that specializes in Financial Planning, Estate Planning, and Asset Protection. We have a holistic and service based approach to properly consult with all new and existing clientele.
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 – I’ve had the opportunity to work with B.B. Financial Group as a carrier partner, and I’ve truly enjoyed the relationship. Their team leads with a consultative mindset, focusing on understanding the client’s situation, needs, and goals rather than pushing a product. They operate with professionalism, integrity, and a genuine commitment to doing what’s right. Andrew Lee sets the tone for the organization, and it’s clear his leadership drives the high standards and thoughtful approach that allow their advisors to serve clients exceptionally well. – Kevin Dunne
REVIEW #2 – The team at B.B. Financial Group went above and beyond with helping my consulting firm get its client on the right track with keeping their employees happy by offering and thoroughly explaining all the options when it comes to life insurance policies, executive bonuses, health/dental policies and etc. Their team made it as easy to understand as learning your ABC’s. Definitely give them a holler for your personal and business needs! – Chouib Othmane
REVIEW #3 – It has been an absolute pleasure working with Andrew for the past 10+ years. He always keeps my best interest in mind when it came to suggesting a plan that worked for my family and I. As a daughter of a Hispanic background we don’t really think about how important it is to get something with a piece of mind for the future of the family. – Esmeralda Aleman
REVIEW #4 – They have great team helping with your life insurance. They are very transparent and knowledgeable. Most importantly, they help you find your needs based on your finance. – Junsu Kwon
REVIEW #5 – I can’t say enough good things about Andrew and his team! Andrew has been so kind, patient, and understanding throughout the entire process of setting up my retirement plan. He really took the time to explain everything in a way that made sense, which I really appreciated. You can tell he truly cares about his clients and wants the best for them. I feel so much more confident about my financial future now, all thanks to him. If you’re looking for someone trustworthy and knowledgeable, Andrew is your guy! – Sue Park
REVIEW #6 – We got our very first life insurance through Andrew Lee, and he is an awesome guy!!!!! As a young married couple just starting out, we had tons of questions, big and small. Andrew was incredibly patient and answering every question with genuine care and thoughtfulness. He always put himself in our shoes and helped us plan in a way that truly worked for us. He’s a trustworthy and experienced expert you could ever recommend. – Shannon Yoon
REVIEW #7 – Great experience from start to finish. I would recommend their services to all my friends and family. I worked with Andrew and he made me feel comfortable asking any questions I had and was very responsive. They made sure to explore all the options I had for my whole family regards to life insurance and financial planning. I worked with many other insurance agents before but this company is by far the best experience I had. – Richard Bae
REVIEW #8 – BB Financial is truly a trustworthy financial partner. From the consultation process, they carefully understand the needs of their clients and strive to provide the best possible solutions. I was particularly impressed by their professionalism and prompt responses. They made complex financial products easy to understand, allowing me to make decisions with confidence.
Thanks to BB Financial’s customer-focused service and high level of expertise, I was able to successfully achieve my personal financial goals. I plan to continue using their services in the future and strongly recommend them to anyone looking for reliable financial services. – Young Kim
REVIEW #9 – I was introduced to Andrew through a mutual friend who had an outstanding experience with him and his team. Upon our first meeting, I felt very comfortable and assured in Andrew’s expertise. He listened carefully to my needs while educating me about various retirement options, ultimately recommending solutions tailored best to my situation.
I think working with a family-owned boutique firm like this one separates it from the rest. The personalized attention and genuine commitment to protecting my family’s and I’s financial future have far exceeded my expectations. Their commitment to be-better insures that they don’t just do things differently, they do them the right way.
I highly recommend Andrew and his team at BB Financials to anyone seeking comprehensive retirement planning with a personal touch. Thank you for helping me secure my financial future! – Gia Nghi Vu
Puzzle Wealth Solutions® LLC
ADDRESS: 1901 N Roselle Rd Suite 700, Schaumburg, IL 60195, United States
NUMBER: +1 630-425-5955
DESCRIPTION FROM BUSINESS: Puzzle fits the pieces of your financial life together. Tailored to you, we use our signature Puzzle Checklist. We partner with executives, retirees, business owners and physicians, pursuing clarity and confidence in your financial future…
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been a client of Puzzle Wealth since their inception. Great people, super-smart, always responsive, and excellent partners for long-term wealth management strategies. I feel 100% comfortable with the team at Puzzle that I work with. I like the consistent communication and they are always available whenever I ask to speak with them. I highly recommend them. – David Young
REVIEW #2 – We consider Puzzle Wealth to be a trusted advisor. David Millington and his team are knowledgeable, proactive and accessible. We have been very pleased with the performance of our portfolio since we signed on with Puzzle Wealth many years ago. – Dave Sander
REVIEW #3 – The team at Puzzle Wealth has been fantastic! The communication / updates are great and we have confidence and peace of mind in how they manage our assets. Highly recommend! – Roger Odle
REVIEW #4 – My family and I have worked with Steve and his team for 10+ years. It’s reassuring to know I can trust them to help build and manage my short and long term financial strategies. Their sense of urgency and professionalism are never lost on me. I highly recommend their services! – Ross Smith
REVIEW #5 – Highly recommend Puzzle Wealth Solutions. They have been our financial advisors for many years & have always been professional, prompt in responding to any questions that come up, & on top of market trends in order to advise us appropriately based on our needs. I’d be remiss not to comment specifically on advisor, Chris Sagan who works with you & takes care of matters like you’re a family member! Great group of professionals! – Denise Bollinger
REVIEW #6 – David Millington has been an incredible resource for me who has not entered into the arena of investing. His diligence and care for me has been extraordinary. I whole heartedly recommend him for anyone looking to work with a true professional. – Ed Gardner
REVIEW #7 – We have been working with Chris for the last 3 years. He is super knowledgeable, available, always on time, current with current market and conditions. He is forthcoming with his recommendations, very through with explaining our financial plan and making sure it is in line with our long term goals every quarter. He answers all our questions, anything he does not know he always gets back to us the next day and that includes action items he owes us. He also has extra resources that he does not hesitate to pull from like medicare questions and planning. Ultimately you feel like you are being taken care of. We highly recommend Chris and his team! – Joe Lanucha
REVIEW #8 – I have worked with a number of the Puzzle Wealth advisors and staff for over 20 years. I had experiences with other firms and advisors elsewhere prior to being introduced them. I can say with confidence that they are the best and most professional group I have ever been associated with in all phases of financial and life event planning and investing. You would be wise to find out for yourself. – Cliff Brune
REVIEW #9 – We have worked with Chris Sagan at Puzzle Wealth for several years and are very satisfied. Chris offers expertise, professionalism, and dedication in helping us achieve our financial goals. Chris provides advice tailored to our needs and goals. We have had several financial advisors over the years. What sets Chris apart, is he maintains regular contact and review of our investments. Chris answers emails and calls promptly. We have had other financial advisors that lack reaching out once you are a client. I highly recommend Chris Sagan to anyone looking for personalized and reliable financial guidance. – Amy Hawkes
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