4 Best Gold IRA Investment Companies Near Me in Springfield, OH – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
McCombs Financial Services
ADDRESS: 2043 N Bechtle Ave, Springfield, OH 45504, United States
NUMBER: +1 937-505-3962
SERVICES: Advisory Services, Asset Management, Financial Planning, Financial Research, Investment Advice, Investment Guidance, Investment Management, Legacy Planning, Personalized Investment Plans, Qualified Retirement Plans, Retirement Income Planning
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 – Shawn and Laura have helped me to align my IRA with my life goals; Shawn has spent much time analyzing my finances that were a mess. He did so kindly with explanations that I could understand. He made me feel safe, valued and secure in my conservative financial goals. No judgement or blame for my mess. ☺️👍
He and Laura are kind, proactive, and very experienced in financial issues. – Rebecca J Sanders
REVIEW #2 – Great person to work with. Can get you started right. Like working with him to get the most for my dollars. – William Boles
REVIEW #3 – They are very good at what they do, they have made me a lot of money. 🙂🙂 – jim fritz
REVIEW #4 – A friend of ours asked us to call him. We did. He was quick to answer questions. Seemed to be on it. Asked us to check with our Tax guy about a fee things. Here is where I loss faith. He said he would call us back. He didnt. It has been a week. He must be busy and hopefully doing fine. These days you never know. Just no return call. Disappointing after such a rave review from a friend. So really this review constitutes nothing on his skills, knowledge, but merely he didnt return a phone call as he said. Perhaps busy or misplaced our phone number. I do not know. – TOOD/CYNTHIA Leach
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Edward Jones – Financial Advisor: Sarah A Clemans, AAMS®
ADDRESS: 1505 N Limestone St, Springfield, OH 45503, United States
NUMBER: +1 937-328-0751
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Very friendly, knowledgeable staff. I have been working with Sarah for over 7 years, she has been extremely helpful and informative. Highly recommend – Michele Rhine
REVIEW #2 – People was nice, was easy to set up appointment. Sent me some information about how they work. Seemed like a nice company. – Lewis Murph
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Miller Financial Private Wealth Management, LLC
ADDRESS: 2005 Audubon Park Dr, Springfield, OH 45504, United States
NUMBER: +1 937-390-0881
SERVICES: Concierge Services, Estate Planning, Financial Plan, Investment Advisor, Investment Research, Private Wealth Management, Retirement Estate, Retirement Plans and Wealth Management
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 – Has done a great job of preparing us for retirement. Keeps me informed on a regular basis of what is going on with my investments. Very knowledgeable and shares it with me so I can make informed decisions. – David H
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Schuler Financial Group
ADDRESS: 3380 Middle Urbana Rd, Springfield, OH 45502, United States
NUMBER: +1 937-399-2700
SERVICES: Advisory Services, Charitable Trusts, Comprehensive Financial Planning, Disability Income Insurance, Employee Benefit Plan, Employer Retirement Plan, Equity Loan, Estate Planning, Gifting Strategies, Health Insurance, Health Plans, Homeowners Insurance, Individual Life Insurance, Insurance Life Insurance, Insurance Protection, Investment Strategies, Medical Insurance, Mortgage Refinancing, Nursing Home Care, Pension Plan, Property Insurance, Retirement Plan Managing, Retirement Savings Plan, Risk Management, Tax Planning Strategy, Term Life Insurance, Variable Annuity, Variable Universal Life Insurance, Wills And Trusts
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
*** REVIEWS ARE STILL PENDING FOR THIS BUSINESS ***
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