4 Best Gold IRA Investment Companies Near Me in Woodbury, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Pine Grove Financial Group
ADDRESS: 796 Bielenberg Dr #103, Woodbury, MN 55125, United States
NUMBER: +1 651-714-0323
SERVICES: Wealth management, Estate planning, Fee-only financial planning, Financial Advice, Financial Planning, Investment Advisory Services, Investment Management, Investment advisor, Investment management, Retirement Accounts, Retirement Income Planning, Retirement Planning, Retirement accounts
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 working with Dean Allen and Jeff Clark for the past few years as our financial advisors. They have been very helpful in guiding us before, during and after retirement. They made the process very manageable and removed almost all the stress. It is a big relief when your advisors say that you both “can retire at this point” and “its a green light”! Highly recommend Pine Grove Financial Group! – Joe Eaton
REVIEW #2 – Working with our advisor, Jared Holt, and the team at Pine Grove Financial Group has been the best decision we’ve made for our family’s financial future. After working with other financial planners over the past 20 years, we can honestly say that Jared is truly exceptional. So, when he joined Pine Grove Financial Group, we didn’t hesitate to follow him. Jared took the time to not only understand our goals, but to genuinely know and understand our family. His financial expertise and tax knowledge has allowed him to create a personalized financial strategy that truly fits our family’s needs. Jared has given us so much peace of mind about the future. Because of his guidance, we feel more confident, better organized, and well prepared to plan for our own future and the future we’re building for our family. We highly recommend Jared and the entire Pine Grove team. – Rusty Nereng
REVIEW #3 – Long Before we were ready to retire, we took a retirement class offered by Pine Grove. Not only did it help us realize that we needed to define what retirement looked like for us (because we had very different ideas), it also gave us a chance to meet with Matt who assessed our current investments and offered suggestions on what we could do to be in the best position to confidently retire early and enjoy our retirement plans.
Talking about money is uncomfortable and scary. We felt incredibly comfortable with Matt and he put us at ease. We were so impressed with the way we were listened to, the in-depth analysis of our existing investments that was provided, and the educated but no pressure conversation we had about how to maximize our investments that we moved everything over to Pine Grove. We have never regretted that decision.
We were able to retire earlier than anticipated and feel incredibly confident in our financial health. – Thomas Bianchi
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Jupiter Wealth Planning LLC
ADDRESS: 652 Bielenberg Dr #201, Woodbury, MN 55125, United States
NUMBER: +1 612-315-5926
SERVICES: Education savings consulting, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Equity compensation planning, Retirement Planner, Financial Advisor and Social Security Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brian and his team have been incredibly helpful in guiding us toward our goal of retiring within the next 10 years. They consistently keep us on track, helping us stay invested and focused on achieving that goal. Brian has also provided valuable advice in areas beyond our immediate priorities, and we truly appreciate his ability to look at the bigger picture. He is always quick to respond when something comes up and communicates clearly and effectively. – Christa Bobick
REVIEW #2 – Brian and Hunter have brought so much experience and peace of mind to us in our financial planning process. Partnering with them has been one of the best decisions of our life and I sleep so much better at night knowing I don’t have to carry that weight anymore.
Also, their thorough process of planning for retirement and insights into all the areas we need to cover has been exceptional and we feel really taken care of. I love their attention to detail and calm approach! – Julie Hansen
REVIEW #3 – Proud customer of this team since 2019. Brian and his team not only wanted to talk numbers (common in this industry, and was the reason I was open to new support), but also wanted to get to know me and my family. Over the years he has supported me with the ups and downs of financial challenges that happen with the care of a family member.
The last company I worked with would sit me and the family down for 30mn to discuss projections, that was it. From the first conversation with Brian I knew that his approach was different. He asked some tough questions, but not to push more products to sell, but to understand how I approach my family’s financial situation. Since then we connect throughout the year (on demand as I need), often sharing success stories of the impact of our discussions. Thank you Brian and team for the support and mentoring. I no longer see this team as a financial partner but an extension of my family. – Jeffrey Brausen
Pursuit Wealth Management
ADDRESS: 652 Bielenberg Dr #201, Woodbury, MN 55125, United States
NUMBER: +1 612-315-5588
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investments, Registered Investment Advisor, Retirement Accounts, Retirement Investment Strategies, Retirement Planning, Retirement Planning Services, Retirement Strategies
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tim has been my financial advisor for nearly 15 years. He is trustworthy, professional and gives great advice. I cherish the conversation we have regarding my wealth building plan and long term goals. Tim is always open to discussing my ideas and coming up with options for me to meet and exceed my goals. I highly recommend Tim and Pursuit Wealth. – The Graham Smith Team
REVIEW #2 – Tim has been a great resource and we are very glad that we started working with the Pursuit Wealth Management Team. We began working with them after I decided it was time to find a new financial planner that was a better fit for us. I appreciated their transparency and flexibility to work based on a fee schedule that fit our individual needs. Prior to coming to becoming a client, they took the time to ensure we were a good fit and that they would be able to add value. Tim does an excellent job understanding your needs, goals and mindset. He is a great educator and is helpful with questions and providing advice as needed in between meetings. Highly recommend! – Blaine Beck
REVIEW #3 – We have been working with Tim and his team for the last year on a fee-based advisory basis rather than the usual wealth management relationship. We consider ourselves to be reasonably knowledgeable about investing, but needed a financial professional to advise us whether we were on the right track and also to think through the process of withdrawals in retirement. In both aspects, Tim has provided us with an excellent perspective through modern portfolio allocation viewpoint. I believe that our portfolio is now much more well rounded after working with Tim. To add to our very positive experience, Tim is very personable which makes this recommendation very easy. Thank you, Tim and looking forward to working with you! – R K
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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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Annasia always does a great job. Both she and Blais are new in their positions and answered most of our questions. Annasia will get back to us on the one that needed some research. They were both pleasant and upbeat. – Mary Fischer
REVIEW #2 – I have been extremely satisfied with having Tenner and Annasia working for me. Trying to get my IRA transferred from my company was like pulling teeth, but Annasia worked very hard and kept great notes to get that done. Tenner is very astute regarding the various investments and makes sure to get the best deal for my particular situation. – Dave Gellerman
REVIEW #3 – The Bernicke group brings professional financial guidance with a strong sense of personalization. We enjoy working with Tenner and Annasia and we are confident they have a true understanding of our goals, they are looking out for us, and are focused on keeping us on the right path. – Scott Schaeppi
REVIEW #4 – I chose Bernicke based on reviews that I read and I wasn’t disappointed. Tenner and Annasia impressed me with their knowledge. Tenner has helped me understand my investments and I feel at ease knowing I can retire when I planned. Highly recommend!! – D Greene
REVIEW #5 – We switched from Edward Jones to Bernike two years ago. Bernike is so much better to deal with. They listen to us and tailor our plan to our needs. They give us great support and quarterly meetings with other clients. They are consistently going above our expectations and also help us with any questions we may have. I highly recommend them! – Molly Campbell
REVIEW #6 – We chose Bernicke Wealth Management after an extensive search for a financial advisor. Tenner and Annasia at the Woodbury, Minnesota office go over and above to understand the goals and concerns of their clients. Their attention to detail is reflected in their communications and recommendations. We highly recommend Bernicke. – Tom Hedrick
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