4 Best Gold IRA Investment Companies Near Me in Troy, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Mission Point Planning and Retirement
ADDRESS: 3250 W Big Beaver Rd #302, Troy, MI 48084, United States
NUMBER: +1 248-504-6015
DESCRIPTION FROM BUSINESS: We ar Federal Law Enforcement Retirement Specialists As a FERS LEO, your federal retirement benefits aren’t standard issue. Your financial guidance shouldn’t be either. . And when it comes to navigating your unique federal retirement benefits, you want a a partner who’s experience and expertise go beyond regular FERS retirement 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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My experience working with Tony Bucci and his team at Mission Point Planning & Retirement has been outstanding. The knowledge they bring for managing long terms financial goals is spot on. A big Thank You to everyone at Mission Point. – Tony Pariseau
REVIEW #2 – I’ve known Tony for years and I really enjoy working with him. He gives great advices that works best for my current life situation and planning for our family’s future. Highly recommend. – Lauren Donnelly
REVIEW #3 – Tony has been my financial advisor for many years and I’m grateful for his financial advice. I like I can easily get ahold of Tony and/or Karianne whenever I need something. I have confidence in Mission Point – Karin Kowalski
REVIEW #4 – Tony is an excellent advisor and we are extremely confident in his ability to handle our investments. He holds regular meetings to review our accounts and address any concerns we may have. He is always available and easy to contact. Thank you Mission Point for all that you do. – linda richards
REVIEW #5 – Tony Bucci has been taking great care of our finances since 2017, and we couldn’t feel more confident in his expertise. He and assistant Kariann are always at the top of their game with regular meetings, clear explanations, and suggestions. We highly recommend their services. Run, don’t walk, and get your finances in order. – Lisa Asquini
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Paragon Retirement Planning Inc.
ADDRESS: 50 W Big Beaver Rd Ste 410, Troy, MI 48084, United States
NUMBER: +1 248-457-4570
DESCRIPTION FROM BUSINESS: Financial Planning Firm in Troy, MI
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Dan Stavale and his team at Paragon are exceptional. My husband and I have found them to be professional, well informed, and trustworthy financial planners. They act with their customers in mind and have grown our portfolio over the many years we have been with them. We strongly recommend their services. – Vivian Sawicki
REVIEW #2 – My husband and I have been clients of the Paragon Retirement Planning group for 19 years. Dan Stavale and his staff are truly outstanding! We could not be happier with their expertise and professionalism. The guidance we have received with our investments is indeed excellent. Dan and his staff have always kept a high level of communication with their clients and we appreciate how they reach out to set up annual meetings. Should a concern arise or we have a question, Dan and his staff respond promptly.
We have complete trust with the Paragon Retirement Planning group and we could not be more pleased! – Mary Beth Ryan
REVIEW #3 – My husband and I have been Dan Stavale’s clients for 17 years and are very satisfied with Dan and Paragon Retirement Planning Inc.
The services Paragon provided aligned with our financial goals. We discussed the investment strategies and products, and the communication has been great always. – Camelia Ciobotaru
REVIEW #4 – Everyone at Paragon is extremely professional, highly educated and experienced, and very knowledgeable! We have worked with Paragon for several years and all of their hard work and efforts have exceeded our expectations and goals for retirement planning, both before and after our actual retirement dates. We love working with everyone at Paragon! Everyone is always happy and willing to spend as much time as needed with our questions, concerns, and goals. We highly recommend Paragon for all the retirement planning services they offer! – Jim and Rose Dederick
REVIEW #5 – We’ve been very happy with Paragon for the past six years. Dan and Crew have taught us many things (we attended one of his classes, too, which we recommend), and we feel confident and comfortable trusting them with our retirement. We always feel heard when we have concerns, they explain things clearly, and they have strategies we would never have thought about. – Andrew Montague
REVIEW #6 – My wife and I started working with Dan Stavale 2 years before I decided to retire. Thanks to Dan, Adam, and the rest of the folks at Paragon Retirement, we have been able to have security in our financial situation. We are now both retired, and we appreciate our follow up visits, Dan’s videos, etc. Very Satisfied! – Michael Sawicki
REVIEW #7 – I have worked with Paragon for over 12 years. I have been pleased with the results through both difficult and great market periods. What impressed me the most when starting with Paragon is that unlike previous financial advisors, Dan Stavale did not request that I immediately move all my funds to Paragon. He took the time to understand where I was in my life situation at the time, and what my goals were and are moving forward both short and long term. He has never “pushed” products on me, but has always provided investment options and his opinion of the pros and cons of each relative to my goals and timeline. I have one “outside” investment that he has advised me to leave in place with a competitive advisor for 12 years even after now going on 6 years of managing the bulk of my retirement investment. Dan seeks out “update” discussions with me at least twice per year, and I have never had to chase him for answers. The Paragon staff is very knowledgeable, professional and serves with gratitude. – Kevin Brophy
REVIEW #8 – Dan, Adam and the staff at Paragon are the absolute best!!!! They anticipate our retirement needs and are always available for any and all questions. We are so very happy and blessed to have been referred to them for our financial retirement needs!! Dan, I’m still waiting for my residual payments for “we’re broke”!!! Love you guys!!!! Oh and Dan’s wife puts on the BEST parties!!!!! I highly recommend Paragon for your retirement planning needs!!!! – Marie V
REVIEW #9 – The Paragon team are the best!
We met Dan and the team at a seminar. We already had a financial planner but were looking at retirement planning, so we wanted to get all the information we could get.
I remember when we initially met Dan and Adam several years ago. We did the initial meeting of learning about them and how they could help us with our retirement planning. We said we do not want to outlive our money- we don’t need to be rich, just comfortable. They are fiduciaries-so that was a plus (we learned that a long time ago).
We’ve worked with Dan, Adam, Teresa and now Peter- each one is talented, educated, knows their field, keeps up with what is going on in the financial world, is hardworking, experienced and are fiduciaries. The team is supportive and genuinely cares about us.
The main reason we have been with Dan, Stacey, Teresa, Adam, Lexie, Pattie, and Peter is that they give us the “warm and fuzzy” –we have never felt that way about any financial planner we’ve had. (we’ve had several)
We like to hear from my financial advisor and get updates and advice from them more than the obligatory once a year, they stay in contact with us regularly.
We highly recommend them to friends and family who want a trustworthy financial planner. If you are looking for someone to help you with your future or current financial planning call Paragon- you won’t go wrong with them! – Jo Gateley
Modern Wealth Management – Troy
ADDRESS: 990 E South Blvd #100, Troy, MI 48085, United States
NUMBER: +1 248-828-8000
DESCRIPTION FROM BUSINESS: Modern Wealth Management provides clients with Confidence, Freedom, and Time. Confidence that you’re doing the right things with your money. Freedom from financial stress. Time to spend with the people you love and to pursue your passions
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 – Modern Wealth Management has been instrumental in helping us navigate our financial and retirement planning with clarity and confidence. Kyle and Kade dedicated significant time to thoroughly explain our options, using advanced planning tools to ensure we had a strategy tailored to our specific goals. Their professionalism, thoughtful guidance, and deep expertise gave us peace of mind throughout the process. We are extremely grateful for their support and would recommend Modern Wealth Management to anyone seeking trusted financial advice. – Simone P
REVIEW #2 – Fantastic office to work with. They are all very knowledgeable, approachable, attentive and locked in to help you achieve your retirement/investment goals. They respond to emails promptly and you never feel rushed in face to face meetings. Not to mention those delish warm cookies they serve you at every meeting. 🤤🤣 I’m very happy I found them. You will not be disappointed. – Lavinia Pop
REVIEW #3 – I have had the pleasure of working with Modern Wealth Management since early last year. They have helped me navigate through my retirement process, assuring me every step of the way, that their advice was trustworthy. Kade is my manager and has surpassed my expectations. He makes me feel confident and is always prepared to show me my accounts when we meet. He is always ready to answer my many questions and again makes me feel extremely confident. – Christine Milligan
REVIEW #4 – Ken and his whole team are fantastic. Sue and I have been with them for many years and are very happy with their advice and guidance. They make us feel like family and we always enjoy our meetings. We 100% recommend Ken and this entire firm. – Paul Burke
REVIEW #5 – Pete has been tremendous helping us confidently prepare for our retirement. His knowledge and advice are so valuable especially navigating through uncertainty. We couldn’t be more satisfied with our Modern Wealth Management experience. – Cari Olekszyk
REVIEW #6 – Great office to work with. All the staff are knowledgeable, professional and make the wealth management process fun. We have been with them for several years, including our transition from full time employment to full retirement. Their advice has helped us lead a comfortable retired lifestyle and achieve many of the things we wanted from this great chapter in life. Thoroughly recommend them for all things wealth management related. – Doug Butcher
REVIEW #7 – Best decision we made as a married couple. We continue to learn so much from MWM – Troy, and our confidence in our future and financial plan has significantly increased. As an added bonus, Pete and Kyle and the whole office treat us as valued family members! – Carrie Douglas
REVIEW #8 – Our financial consultant is Kade Messner with Modern Wealth Management. We have recently switched to Modern Wealth and Kade has made the transition smooth and seamless. His response time has been outstanding to all the questions we’ve had for him. We would highly recommend Kade based on his knowledge and level of attention to details. – Cathy Kuczajda
REVIEW #9 – Just a solid fiduciary all around. As good as I’ve seen as far as knowing how to emphasize client relationships and providing knowledge and guidance based on the needs of the individual client. They establish trust from the get-go, and maintain it with wise guidance. Super friendly staff as well. And they are real experts at making the tax dollars dance! – David Bignotti
Center for Wealth Management
ADDRESS: 2950 W Square Lake Rd #102, Troy, MI 48098, United States
NUMBER: +1 248-220-4321
DESCRIPTION FROM BUSINESS: At Center for Wealth Management, our unified vision is serving the client first and always. We go beyond the ideas of “sales” and “products” to build long-term, valuable relationships with our clients on foundations of trust, integrity, and the highest degree of excellence.
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 – My husband and I met Justin Williamson when my husband’s employer offered a meeting with financial advisors from the firm Justin was working for at the time. We were very impressed with him and his approach to help us meet our retirement goals. We have been able to successfully put our children through college and navigate some financial crazy times with Justin’s help. I am happy to say that we have been clients of Justin’s for about nine years, and we have recommended him to numerous people over the years, including our children. We are now happily in retirement and looking forward to continuing our relationship with Justin. – Cathy Craig
REVIEW #2 – My 10 year relationship with CWM have been most rewarding. Their folks are immediately responsive to my needs and always have kept my best financial interests foremost in importance. – Paul Kozerski
REVIEW #3 – The team at the Center for Wealth Management have been very helpful in allowing me to realize my goals for a quality lifestyle in retirement. I would recommend them to anyone that asks. – Don VanDePutte
REVIEW #4 – I highly recommend and trust them with my retirement investments. They are always friendly and available for questions. They allow for flexibility and accommodate my wishes. – Jim Weber
REVIEW #5 – One of the best decisions of my life was to retain CWM to get professional advice on managing my financial portfolio. – Todd Dusky
REVIEW #6 – Rob is very informative, friendly, patient, and does a great job in addressing all of our concerns. – Maria Swanson
REVIEW #7 – We began working with Rob Moore and the Center for Wealth Management over 20 years ago, when I changed jobs and did a rollover; I invested 50% with Rob and 50% with another firm. Over the three-year review, Rob’s investments not only had a higher return but the expenses were also much less.
Rob has done a great job creating a well-designed retirement plan, helping us save for kids’ college, and strategizing to find the right mix of investments aligned to our risk tolerance, while keeping it diverse and minimizing expenses. Rob has in-depth knowledge of the market and projects honesty and fair balance in the information he shares. He’s dedicated to continued growth and learning, proactive in reaching out, a strong communicator, and a caring family man. Anytime someone we know is looking for a trusted financial advisor, we recommend Rob; my parents, our children and their spouses, and some work colleagues have all partnered with CWM. I can state with confidence that all have been impressed by his knowledge and professionalism and pleased with the investment advice provided in a timely manner.
The most important benefit from working with Rob is the ability to gain information on a wide variety of financial products and stay up to date on market changes, my taxes, and avenues best suited for my investment goals (both short term and long term). We are blessed to be able to go into retirement with peace and comfort knowing we have the means to leave a legacy to our family and charities we support. We are grateful for the coaching and insights Rob and CWM shared with us to make this possible. We trust that they are working with us and for us. – Tom & Laura Michaels – Tom Michaels
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