5 Best Gold IRA Investment Companies Near Me in Bay City, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Matthew T Leppek
ADDRESS: 4151 Shrestha Dr Suite C, Bay City, MI 48706, United States
NUMBER: +1 989-607-9024
DESCRIPTION FROM BUSINESS:
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Matthew helped me plan every stage of my retirement and told me ahead of time what to expect. Everything went according to plan and I am now retired and stress free. Matthew is very professional and his planning skills are exceptional. – Leo Tomczak
REVIEW #2 – As someone just starting to invest, Matt educated me very well on all that I needed to know and made me feel comfortable with my investment choosing. He is very personable and easy to work with. Highly recommend. – Timothy Tomczak
REVIEW #3 – Very professional and really goes above and beyond helping you manage and set goals for your financial future – Adam
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Paul Gaiser, CFP®, CPA, BFA – Thrivent
ADDRESS: 6004 Westside Saginaw Rd Ste A, Bay City, MI 48706, United States
NUMBER: +1 989-450-7180
DESCRIPTION FROM BUSINESS: At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given…
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 – Paul has been nothing short of incredible in helping us consolidate numerous investments, mitigate tax liability, and most importantly to help us create a rock solid plan for our future. He has taken great care of our family and countless people we have referred over the years. Not only is he a great financial advisor, he is one of the most community-oriented people I have ever met. Give Paul a chance, you won’t regret it! – Brian Hall
REVIEW #2 – Paul is an incredibly knowledgeable guy when it comes to finances. His certifications set him apart from his peers and competitors. You can trust that you’re in good hands with Paul handling your investments. – Thomas Peters
REVIEW #3 – Paul is the whole package. He is someone who is always looking to give back to the community and proving the financial guidance his clients need. I’ve sat down with Paul to discuss my finances and he holds a huge amount of integrity behind his work. I definitely recommend him. – tino deleon
REVIEW #4 – Paul is an amazing asset to our community. If you ever have questions about financial planning, investing, retirement, or business investing all while helping the nonprofits of your choosing, don’t hesitate and reach out. He is a standup guy, honest, and has a huge heart for helping and giving back! – Trenton Gonyaw
REVIEW #5 – Paul has handled my finances fantastically so far. Got my significant other and I a Roth set up, and has been there to always answer any questions we have. 10/10 recommend – Tyler
REVIEW #6 – I have been with this company for 64 years Paul Gaiser is an awesome representative – Tom Barsheff
Maier & Associates Financial Group, Inc.
ADDRESS: 5982 Westside Saginaw Rd, Bay City, MI 48706, United States
NUMBER: +1 989-684-8500
DESCRIPTION FROM BUSINESS: Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been doing business here for many years, there is one word that describes this business and it’s associates, “Trust”. – Ron Kelso
*** MORE REVIWS PENDING FOR THIS BUSINESS ***
Thrivent – Great Lakes Bay Associates
ADDRESS: 6004 Westside Saginaw Rd Ste A, Bay City, MI 48706, United States
NUMBER: +1 989-686-9620
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 – Kelly at front desk is warm and personable. Paul, our financial guy is very good. He always has time for our questions and thoroughly researches answers for us. We highly recommend this investment firm – Sharon Clement
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
DBS Investment Advisers, LLC
ADDRESS: 1484 Straits Dr Suite 6, Bay City, MI 48706, United States
NUMBER: +1 989-686-6222
DESCRIPTION FROM BUSINESS: DBS Investment Advisers, LLC is the leading investment strategist in Bay City, MI, and the surrounding area. We proudly offer financial advising, retirement planning, and comprehensive financial planning services in Bay City, MI!…
OFFICE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The DBS Companies are a complete accounting firm for dentists. They not only give excellent accounting advise, they help you grow your business by comparing your expenses with the industry averages. They also have a investing side that helps you save money for retirement. – staff girls
REVIEW #2 – Our go to place to get our taxes done. – Mark Pieniozek
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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