4 Best Gold IRA Investment Companies Near Me in St. Joseph, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Colton G Saunders, CFP®|AAMS®|CRPC™
ADDRESS: 2610 N Belt Hwy, St Joseph, MO 64506, United States
NUMBER: +1 816-232-1205
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Colton was great to work with! He was friendly and extremely knowledgeable. Colton helped me create an investment plan I feel very comfortable and confident in and answered all the questions I had along the way. I would recommend anyone looking for a good trustworthy financial advisor to give Colton a call and meet with him! – Austin Elder
REVIEW #2 – With all of the craziness in the market over the last year I am glad that I have Colton at Edward Jones as my financial advisor. He has been a big help in explaining to me what I’m invested in, why I’m invested and what to expect given the current market conditions. I also really enjoy his new office on the belt, it’s very conveniently located. – Mason DeVooght
REVIEW #3 – Colton was very helpful and knowledgeable! I would recommend Colton to any friends and/or family! – Brett Ussary
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Gertsema Wealth Advisors
ADDRESS: 2425 N Woodbine Rd Suite B & E, St Joseph, MO 64506, United States
NUMBER: +1 816-259-5060
SERVICES: University savings-related financial consulting, Education savings consulting, Estate planning, Financial planning, General investment consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Alternative Investments, Investment Options, Investment Products And Services, Investment Strategies, Retirement Income Planning, Retirement Planning
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My team and I have been working with GWA for a couple months now. When we first visited the office, we were wowed by the setting and the client experience. The people are sincerely motivated to serve the firm’s clients and do their very best in every way when it comes to delivering on the company’s unique value proposition. Gold star from me! – Marie Swift
REVIEW #2 – We have been associated with Mike for nearly 40 years. We may actually be his oldest account and we are very thankful that we are.
Over the years the market and the economy have had many ups and downs but through it all, we have never lost a dollar. The advice and council he has provided have been infallible. I have recommended his services to family and friends alike because of our total faith in his guidance. Highly recommended – l dhut
REVIEW #3 – My wife and I have been dealing with Mike and Nick for almost 2 years now. Great experience, they have gained our trust and communicate with us on any decision. Much better than the last group we used. I have recommended them to several friends. They are easy to talk to and explain everything. – j bigham
REVIEW #4 – Our friends recommended Mike to us several years ago. We have enjoyed working with Mike and the GWA team. They are always available if you have any questions or concerns.
We trust them with our goals and their financial advice.
We look forward to their client appreciation events throughout the year.
We highly recommend the GWA team for your financial and retirement needs. – Vince and Linda
REVIEW #5 – We like the family atmosphere of Gertsema Wealth and the tax advice is invaluable. It is nice knowing that you all are looking out for our best interests and always thinking about what is best for us not only for the present but the future as well. I have no qualms about recommending them when asked if I know who to recommend, Gertsema Wealth is always the first to come to mind. – Debbie Mahoney
Prospurpose Wealth
ADDRESS: 3500 N Village Dr Ste 273, St Joseph, MO 64506, United States
NUMBER: +1 816-663-9229
SERVICES: Comprehensive Financial Planning, Estate Planning, Financial Advice, Investment Advice & Management, Investment Advisor, Investment Advisory & Management, Investment Advisory Services, Ongoing Financial Planning, Retirement Planning
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 – Donovan is a high-quality financial planning professional, who has worked with many individuals and families to set them up on the path for success. He’s a coach, mentor, and trusted advisor in all of life’s many financial decisions. He has helped keep us on track with budgeting, being mindful of where our priorities are around saving and spending and made us more thoughtful in our financial life. Donovan is very easy to work with and loves what he does, which definitively shows through his deep passion for helping his clients. He is truly focused on watching them succeed in all of their financial goals. I highly recommend Donovan as a financial planner/advisor! – Doug Porter
REVIEW #2 – We have been working with Donovan for 6 years he helped us set up a Special Needs Trust for our sister. He was helpful, easy to work with and it was easy to access her money when we needed to get her a wheelchair and other equipment. Donovan has been a comfort during this time with his knowledge of investing to keep her money growing and still not effect her benefits. And a personal comfort knowing he had her best interests at heart and wanting to help us, her family. – Rhonda Blaylock
REVIEW #3 – I have been with Donovan at Storyline for 5 years. He has improved my financial literacy tremendously throughout this time. He helped me navigate the unknowns of saving for retirement, building out systems for savings, and planning for different phases of professional growth. I would highly recommend his services! – Peter Trujillo
REVIEW #4 – I highly recommend DJ as your future Financial Planner. He is trustworthy, honest, and helps you understand your own relationship and bias towards money. He is non-judgmental and helps you set achievable and stretching goals. I have been working with DJ since April of 2018. My view on finances has been completely re-vamped. DJ found practical ways to help me understand financial health. I have since paid off my credit card and student debt. Both of which felt mountainous and looming over me. We made a plan and I was able to pay that off within 18 months. Not only has my day-to-day spending be changed, but he has helped me plan for the future with retirement, building up savings, and making sure my future self is taken care of. – Emily E
REVIEW #5 – I would like to thank Donovan Brooks as my CFP. I could tell he was a professional at our first meeting. I was in crisis mode, or so I thought, but he was a calming voice of reason. He has taught me about the market, investment strategies, diversification and to calm down and enjoy the ride.
I trust him and I value his advice, friendship and his walk as a fellow Christian. It amazes me the people God sends me just when I need them. Thank you! Client since 2015. – Lesa Arthaud
Logan Financial Services
ADDRESS: 3715 Beck Rd Bldg C Ste 301, St Joseph, MO 64506, United States
NUMBER: +1 816-689-0776
SERVICES: Insurance annuity investment advisement, Investment advising, Retirement savings consulting, 401K Rollover, Financial Services, IRA, Investments, Legacy Planning, Pension Planning, Pension Rollover, Permanent Life Insurance, Retirement Plan, Retirement Savings, Retirement Services
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 – We have been using Logan Financial Services for several years now and we have been very pleased! Curt is very knowledgeable and takes time to explain everything. I would highly recommend Curt and his team for all of your financial needs. 😊 – Teresa Juhl
REVIEW #2 – Curt has been phenomenal helping us setup ROTH IRA accounts and transferring my old 401k to a new account. He’s knowledgeable and trustworthy. – Haley Floyd
REVIEW #3 – Curt has always taken care of not just me but my family whenever we needed him.
I highly recommend Curt and his team. – Mac Beloate
REVIEW #4 – Always a great experience dealing with Curt Logan and Brandon.
Thanks again – DJ Reeves
REVIEW #5 – Great group of people very focused on needs and available to answer questions and concerns. – Mandy Bumgarner
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