4 Best Gold IRA Investment Companies Near Me in Valparaiso, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Blue Sky Financial Partners
ADDRESS: 2400 Cumberland Dr suite a, Valparaiso, IN 46383, United States
NUMBER: +1 219-548-9370
DESCRIPTION FROM BUSINESS: Everyone’s retirement journey is different. Your plan should be, too. Our mission is to provide a financial plan to help you navigate safely through retirement with clarity, confidence and capability. Ready to let your financial dreams take flight?
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We invested with Blue Sky about 4 years ago,
After hours of talking about many things, I invested and found everyone there very trustworthy, knowledgeable and helpful. I’ve inquired several times about reports I’ve gotten, that I didn’t understand. They always took as much time as needed to explain until I understood. I recommend them highly and tell my children if they have any financial Questions, Blue Sky is where they should go. – Kevin Clark
REVIEW #2 – Best Financial Planners you can find, would be hard to compare the service they provide in my option would rate them 10 Stars and they take the time with you and make sure you understand everything for A to Z and you never feel rushed or pressured into anything. A+++ Recommend Company you can Trust. – Sean Leone
REVIEW #3 – I can’t recommend Todd and his staff enough! They are the best and great for advising on our finances! If you want a reliable monetary future please go see them! – Liz Rhoda
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Carson Wealth
ADDRESS: 150 Lincolnway Suite 1005, Valparaiso, IN 46383, United States
NUMBER: +1 219-476-3696
DESCRIPTION FROM BUSINESS: Our financial advisors in Valparaiso, Indiana, work with families and businesses to develop effective game plans in a common language. For us, it’s about making the complex simple. As financial advisors, our role is to empower you to confidently pursue your goals.
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 – Mark is knowledgeable and great to work with. He has great suggestions, watches out for us, and takes good care of us. He meets with us several times a year to make sure we are on track with our financial plan. Mark goes above and beyond – he doesn’t just send us off to take care of things. He takes the time to walk us through and handles things right during our appointment. He’s the best! – Cherie Polite
REVIEW #2 – I started working with Mark after a family member passed away and incredibly grateful for his support during a very difficult time. Mark and his team provided guidance through a tremendous amount of paperwork, explained everything clearly, were always professional and patient, and made sure things were set up in a way that aligned with my future goals.
I really appreciate the expertise and peace of mind he provided throughout the process and dedication he has to advising me moving forward. I can’t recommend Mark enough! – Jessica Hiatt
REVIEW #3 – Mark has done a tremendous job in communicating and helping me plan my future I would highly recommend him to all. – Bj Donohoe
Patten Financial Group
ADDRESS: 209 Morthland Dr Suite 2A, Valparaiso, IN 46383, United States
NUMBER: +1 219-312-4128
DESCRIPTION FROM BUSINESS: Located in the heart of Valparaiso, Indiana, Patten Financial Group is a Wealth Management firm dedicated to making a meaningful difference in their client’s financial lives throughout Northwest Indiana and the Greater Chicagoland area…
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Aaron has been very helpful and is knowledgeable about my financial planning. He is patient and explains things in a way I can understand. I feel that he cares about his clients and their financial progress. He is truthful in his answers to my questions. In all, I feel like I am in good hands and I am happy with his work and dedication. – Kathy Beecher
REVIEW #2 – Aaron has extensive knowledge in guiding me with my financial planning. It is important for my family to have a solid plan, and he consistently helps ensure that my portfolio is successful and rewarding year after year. He actively listens to my concerns and helps me understand how to effectively plan for our retirement. – Stacy Lee
REVIEW #3 – Aaron has been a huge help to me and my family. He is very patient and passionate about helping clients understand their portfolio. Aaron takes the time to explain everything in ways that make us feel like he cares and has our best interest in mind. Highly recommend his services for retirement and estate planning. – Lyndsay Ploehn
REVIEW #4 – Love it! Aaron will sit down with you and talk about investment and what’s the best plan for you. He’ll have meetings with you every 3 months to discuss any and everything you need or want to know. Also, if you have any questions he will answer to their best. – Audrianna Downs
REVIEW #5 – Mr. Aaron Patten is very informative, and straight to the point (No Fluff), and very outgoing (approachable). Aaron was the Stock Broker, I was actually looking for, to handle my financial needs! – Tony Branch
REVIEW #6 – Aaron has done a great job of helping me with my finances. And he keeps learning more so I am confident I am in good hands. – Michele Nagel
REVIEW #7 – Aaron and Kelly are great. Have had nothing but positive interactions. Very up front and paperwork reviews are detailed clear. – Jason Wejrowski
REVIEW #8 – He is the greatest, most helpful kind individual I would be lost without him. He is very intelligent and knows every answer to my questions. Thank you for him. – Teri Wickberg
REVIEW #9 – Absolutely the best. Has helped me in a time of unemployment keep my money making money. – Eric Crofton
Northwestern Mutual: Matthew Volom – Financial Advisor
ADDRESS: 648 N 400 E, Valparaiso, IN 46383, United States
NUMBER: +1 219-246-2604
DESCRIPTION FROM BUSINESS: Get started with a Free Financial Plan! My team and I provide financial planning for yourself, your family, and/or your business. I can help you identify your goals and dreams and develop a plan that addresses those needs, and gets you started on the path to financial security.
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 – Matt helps me with every little thing I can think of and he answers my calls all the time even on the weekend. He is willing to do anything to make ur life a little better. He is willing to help you set up for whatever future you want. – Ryan Dunlap
REVIEW #2 – I recently retired and wanted to do more with my money so my money could do more for me. However, I am very naive when it comes to investing so I spoke with Matt Volom about the steps I should take with my annuity. Matt was very helpful in explaining and answering all my questions and made me feel very comfortable with the decisions that were made. He is definitely a 5+ star agent and human being. – Sandra Hennrich
REVIEW #3 – Matt is very personable and genuine with his approach towards helping you reach your investment goals. He has always been readily available and is well rounded with investment knowledge. Everything stays transparent and easy to understand. – Luke Ladra
REVIEW #4 – Mr. Volom is very knowledgeable and extremely outgoing and responsive. He has been a huge help in a very intimidating field that is rather foreign to me. I have learned so much from him and appreciate Mr. Volom always taking the time to explain and clarify things to me more in depth. I highly recommend Mr. Volom and his team!! They are simply amazing!! – Chris Skaggs
REVIEW #5 – Matt was very Thorough with me explain large and small caps and explained the best to to put my money to watch it grow for a great retirement – John Hennrich
REVIEW #6 – Matt provides great service! He was very knowledgeable answered every question I had in a way that was easy for me to understand. – Karla Gonzalez
REVIEW #7 – Awesome job! Helped me set up for my future investment planning. Very thorough and friendly. – Brianna Scofield
REVIEW #8 – Very helpful, and knowledgeable! – Taneele Tidey
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
