4 Best Gold IRA Investment Companies Near Me in Tempe, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Martinsen Wealth Management
ADDRESS: 7855 S River Pkwy #201, Tempe, AZ 85284, United States
NUMBER: +1 480-550-6556
DESCRIPTION FROM BUSINESS: At Martinsen Wealth Management, LLC, we help individuals and families manage their wealth and assets to achieve financial goals and secure a comfortable retirement. Our team specializes in holistic retirement income strategies and personalized financial planning. Whether you’re approaching retirement or looking to grow your assets, we provide trusted advice and education in a welcoming environment…
STORE 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 – We’re very grateful with the guidance and attention we’ve received from Martinsen Wealth. Their expertise has enabled us to see how we can retire at an earlier age than what we had anticipated, which is a total game changer for us!
We recommend their book, 5W Retirement guidebook, to our family and friends. It’s important reading regarding holistic retirement planning/ investing and how it differs from traditional financial planning. Very glad we stumbled upon Martinsen Wealth! – kathryn swift
REVIEW #2 – A few years before I retired, I began meeting [interviewing] prospective financial planners, most ranged from average, some unimpressive to a few downright creepy. Almost all would not answer basic questions I had about how they would execute the strategy they had for me, as if I would use the information to manage myself (I wanted someone much more objective than myself).
I attended a seminar by Lane and I was immediately impressed and better yet, he answered my all of my questions thoughtfully without any reservations.
Fast forward more than five years later and I am still impressed, especially with the team Lane has assembled. My wife and I are confident and secure about our financial future now that we are three years into retirement. I enjoy the piece of mind that comes with the long term roadmap and annual reviews. – Bernie Gilles
REVIEW #3 – We cannot recommend Martinsen Wealth Management highly enough! Everyone who we have had contact with goes out of their way to be friendly, helpful, and informative. My wife and I were a bit overwhelmed by the myriad of decisions that need to be made as we transition into retirement. We did some research for fiduciary financial advisors who are held in high regard. Fortunately, we found Martinsen Wealth Management. From the outset, Lane and Ethan have made it a priority to listen well in order to understand our financial goals and concerns. They asked thoughtful questions about our family situation, risk tolerance, favorite football team (Eagles), and long-term objectives. They are always patient and happy to answer any and all questions. Lane and Ethan are also very knowledgeable in all facets of financial planning and wealth management, from recommending tax-efficient strategies to estate planning and how to effectively diversify investments in order to protect assets and income. Last but not least, Lane and Ethan are exceptionally responsive; phone calls and emails are returned promptly. In summary, knowing that Lane, Ethan and all of the professionals at Martinsen Wealth Management are acting in our best interests gives us confidence and incredible peace of mind. – Ellen & Ken
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Johnson Financial Advisors
ADDRESS: 1095 W Rio Salado Pkwy #201, Tempe, AZ 85281, United States
NUMBER: +1 602-242-4000
DESCRIPTION FROM BUSINESS: Since 1981, Johnson Financial has provided wealth management services through investments management, financial planning, and retirement planning.
STORE 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 know what you’re thinking…..am I really going to trust a 5 Star review from a guy named Bubba?
Well, you can this time!!
I started working with Marcus and Johnson Financial several years ago after parting ways with my previous Advisor.
I was looking for a Financial Advisor who shared my beliefs and principles in investing. After careful consideration I found Marcus and his team at Johnson Financial to be the right fit for my needs and goals.
Marcus and his team take the time to listen to my financial wants, needs, and even fears about investing. They actually listen and then provide the investing guidance that is right for me and my future!
I absolutely enjoy working with them. – Bubba Jay
REVIEW #2 – Marcus is awesome! He took the time to go through every detail of our retirement account and provided us with multiple options that best suited our needs. We’ve had multiple financial advisors in the past and he was the most thorough. Very impressed! – Dan Pierce
REVIEW #3 – Marcus at Johnson Financial Advisors has been managing our savings pre-retirement and is now continuing to take care of us post-retirement. Marcus is very detail oriented and takes the time to listen and understand our situation to ensure our investments are consistently aligned with our goals and risk tolerance. The staff is super helpful, on point and professional. Looking back on the day we put our trust and confidence in Johnson Financial Advisors, well, it was a great decision! – James Prevallet
The M Group & Associates- Matt Mamolen, CFP , CRPC
ADDRESS: 4515 S McClintock Dr #221, Tempe, AZ 85282, United States
NUMBER: +1 480-448-2761
DESCRIPTION FROM BUSINESS: The M Group & Associates is a private wealth management firm located in Tempe, Arizona that was founded in 2012. We are a full-service planning group committed to helping people reach their financial goals by offering a wide range of financial products and strategies. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow…
STORE 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 | 8:00 AM – 5:00 PM | |
| Sun | 8:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Matt is OUTSTANDING! I could not be happier with the service and performance of my investments. He is always available to provide the right advice for your specific needs. Since I started working with Matt my portfolio has increased significantly. He is a really nice person too, someone you want to work with. He teaches me and holds me accountable (i need this). I have complete peace of mind and confidence in my future, something i never had until i started working with The M Group & Associates. – jen fox
REVIEW #2 – Matt have been helping me and my wife with our finance investments for a couple years now, always transparent, and honest. I highly recommend his services. – Luís Dias D’Oliveira
REVIEW #3 – Matt is a wealth of financial knowledge and keeps what’s best for his clients in mind. – Nick D
Optima Capital Management
ADDRESS: 222 S Mill Ave Suite 800, Tempe, AZ 85281, United States
NUMBER: +1 480-757-9052
DESCRIPTION FROM BUSINESS: Optima Capital Management is a wealth management firm that serves as an independent fiduciary and family office to clients. We provide our clients with objective-based advice, transparency, high-touch service, and utilize a goal-driven process for managing wealth. We offer services including investment advice, estate planning, 401(k) plan investment management, and retirement planning.
STORE 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 – Clinton and his Team are nothing but the Best! They have been helping grow my Portfolio for years and I would recommend them to anyone who’s looking for a serious Firm that really does care about your Future. They keep in constant contact and pride themselves on caring about you and your Family’s Financial Growth. If you’re looking for an Elite Team to help you to retire when YOU want to, choose Optima. – James Campise
REVIEW #2 – It has been 8+ years since my first face to face meeting with Todd. At that time my goal of retiring at the age of 55 felt more like a dream than reality. From that day forward both Todd & Jonathan documented the strategy, invested my assets accordingly, communicated regularly, and gave me the confidence to pull the trigger at the age of 55 as planned. I’m currently comfortable and confident in retirement, the planning, strategy, and communication continues and I couldn’t be more pleased with the results and relationship I have with the Optima Capital Management team ! – Tom Rush
REVIEW #3 – Clinton has been incredibly helpful in guiding me through my financial goals. He is knowledgeable, responsive, and takes the time to explain everything clearly. I feel much more confident about my future thanks to his advice. It’s been reassuring to have thoughtful guidance through market ups and downs. I highly recommend Clinton and Optima Capital. – Leah Ruth
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