4 Best Gold IRA Investment Companies Near Me in Wheaton, IL – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Foundation Wealth Strategies
ADDRESS: 1745 S Naperville Rd #101, Wheaton, IL 60189, United States
NUMBER: +1 630-690-5443
DESCRIPTION FROM BUSINESS: Wealth advisory firm that focuses on tax efficiency planning, estate planning, and investment advocacy.
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 – Tim has formed a fantastic and caring team that has helped me plan for the future of my young and growing family. They’re attentive to our needs and have done an excellent job helping make our long term goals a solid reality. – Phil Jaynes
REVIEW #2 – You can’t find anyone with more honesty, integrity, and knowledge in the area of finances. His guidance has helped us to transition into retirement. – Glenn Steinbrenner
REVIEW #3 – Excellent financial advisor who is well versed in a variety of investment vehicles & strategies. – Michael Lapinski
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Schumann Financial
ADDRESS: 214 W Willow Ave STE 100, Wheaton, IL 60187, United States
NUMBER: +1 630-665-2152
DESCRIPTION FROM BUSINESS:
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 – I’ve been impressed with everyone on the Shumann team. I would recommend them to everyone. – Huntington Learning
REVIEW #2 – My family has been with Schumann Financial since they started and could not be happier. A trusted family business that cares about your future. – WJJP
REVIEW #3 – Bill always goes above and beyond for his clients. I’ve had the pleasure of being a customer for 15 years now, I won’t go anywhere else. – Infiniteatrophy
DeFilippis Financial Group®
ADDRESS: 1751 S Naperville Rd #102, Wheaton, IL 60189, United States
NUMBER: +1 630-668-3030
DESCRIPTION FROM BUSINESS: We manage assets for individuals and families, providing investment management, and financial planning services.
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 – We have been clients of the DeFilippis Financial Group for over 35 years and have always been extremely satisfied with their expertise and attention to our financial well-being. They are honest, professional, and caring regarding their clients’ financial needs and give great advice without being pushy or self-serving. Our calls and/or emails are always returned promptly, and our questions are answered thoroughly. We highly recommend the DeFilippis Financial Group to anyone who wants or needs expert assistance to help grow their portfolio and have peace of mind that their money is invested wisely and honestly. They have also expertly prepared our tax returns for the past 35 years….you can’t go wrong with this company for all your financial needs! – Jen Schram
REVIEW #2 – Stephen DeFilippis has been our accountant and financial advisor for over 30 years. We have found him to have the highest integrity and he has been extremely helpful in making investment decisions. Our adult children now look to him for advice. We can’t say enough good things about Stephen and his son, Troy. Top notch! – Philip Gorski
REVIEW #3 – I have used Stephen and Troy for many financial issues and their service, advice and professionalism is second to none. I highly recommend each of them. They are thorough, attentive, accurate, and have always provided the best services regarding tax, investment and other financial matters. – James Laraia
REVIEW #4 – Steve DeFilippis has done an amazing job setting me, and my family, up for future success! His knowledge in the financial world is second to none. I highly recommend his services to all. – Tom Markett
REVIEW #5 – My wife and I have been clients of Stephen for over 35 years and value his financial counsel and outstanding customer service. I know of no one who works harder for clients. – Doug Fogwell
REVIEW #6 – The DeFilippis group has been providing our family with tax and estate planning services for over twenty years. They are professional and extremely knowledgeable when it comes to all aspects of their expertise. We have also recommended them to other friends and family members without hesitation. – G Freres
REVIEW #7 – Steve’s been my family’s financial planner for decades. He’s done very well for us and as a result I’ve recommended him to others for years. – Christian Forbear
REVIEW #8 – Highly recommended. Knowledgeable, professional, and great to work with. If I could give more than five stars I would. – James McMahon
Edge Financial Advisors
ADDRESS: 111 W Wesley St, Wheaton, IL 60187, United States
NUMBER: +1 630-221-1000
DESCRIPTION FROM BUSINESS: Edge Financial Advisors is a Registered Investment Advisor that provides comprehensive financial planning and portfolio management solutions to families, individuals, non-profit organizations, and institutions.
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 – I honestly can’t tell you all the ways they prevented my money from becoming a great loss during these difficult moments we are all facing. I’m just grateful they were there for me. I invested with this company prior to our Global pandemic. Once the the downward spiral started they looked at my stocks and came up with a new strategy. I was able to prevent greater losses due to their ability to help me reorganize and reinvest into safer avenues. My father’s account was also looked into. He worked hard all his life and invested every spare penny. For fear of him losing a substantial amount during this crisis Edge portfolio took over. He to realized less loss than if he would have stayed in his current Investments. My sister has now joined this company with her finances. I’ve invested my niece and nephew with this company. Edge portfolio has given me the mental freedom I needed. I don’t need to worry about my finances, my sister’s, my niece and nephew nor my parents. With so many investment corporations out there both big and small, Edge portfolio met my needs. Being a small Corporation and being able to concentrate on the accounts they hold is a plus. It’s not a big conglomerate that will lose you in the mountains of paperwork. Communication is excellent and I can call them anytime to ask questions or just to chat. – Helen M
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