Best Gold IRA Investment Companies Near Me in Crystal City, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Bridgewater Advisory Group
ADDRESS: 6 Waggener Industrial Ct, Crystal City, MO 63019, United States
NUMBER: +1 636-937-9333
SERVICES: A Registered Investment Adviser, Brokerage Accounts, Customized Financial Plan, Disability Income Insurance, Estate Plans, Group Health Insurance Plans, Investment Advisory Services, Investment Strategy, Mutual Funds, Profit Sharing Plans, Retirement Plans, Social Security Planning, Wealth Management
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have worked with Terry and Ethan for several years. They helped me plan my retirement and organized all of my investments and insurance when I retired. At that time, we sold our house and bought another home in another state. They advised us on what we could afford without hurting our retirement income, which was more than we guessed. That resulted in us getting the house we really wanted. We meet with them two or three times a year to review our situation and talk about upcoming joy moments we have planned. Using their advice, we are able to travel, visit family and truly enjoy retirement. Because of what they have done for us, we are able to sleep at night, not worrying about whether our savings will last for the rest of our lives. We know our investments are chosen wisely. They truly can help provide peace of mind, which is invaluable. I would recommend to anyone to sit down with them, review your situation, and listen to their ideas. I think you will be impressed! – Bob Palmer
REVIEW #2 – My financial planning journey with Terry and Ethan began with my first retirement 15 years ago, and it is undoubtedly the smartest financial decision I have ever made. What impressed me the most and was a key factor in my decision to engage their services is they didn’t try to fit me into a ‘cookie-cutter’ investment strategy. Instead, they took time to ask thought provoking questions that helped outline my unique retirement needs, wants and desires, and then partnered with me to develop a customized plan to achieve those objectives – from both an investment and tax management perspective.
The passion and expertise these gentlemen bring to the table is exemplary and I highly recommend you consider the Bridgewater Advisory Group for all of your financial planning needs. – Wayne Schmitz
REVIEW #3 – I have used Bridgewater services for over 20 years and continue to use them after we moved to Florida 9 years ago. It is my opinion that the Bridgewater Advisory Group has my best interests at heart with every discussion and transaction. – G Harris
REVIEW #4 – My husband and I couldn’t be happier with the assistance we have received from the Bridgewater Group. Their attention to detail is second to none! They have made several suggestions which definitely helped us and made our future much brighter. They are also very involved in the community they serve, which shows their commitment to making the world around them a better place. Our only regret is not working with them sooner! – Mary Thompson
REVIEW #5 – There seems to be many choices with retirement and financial planning. The Bridgewater Group checks all the boxes for our needs. They aren’t trying to sell you their one choice, many options are given with no sales pressure. They have been excellent with their personal advice that fits our personal situation. The firm has multiple generations to represent a long term relationship and are honest and trustworthy people. They are truly happy to see you succeed. – Lorie Bean
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – I 💯 feel safe with them, they are polite, friendly and knowledgeable about what is best for my lifestyle and future endeavors. Don’t hesitate give them a call! – Karen Overmann
REVIEW #2 – Very professional and informative. Even if you don’t understand everything, they talk you thru everything and give the comfort to trust their guidance. – Diana Stueve
REVIEW #3 – In the past 23 years we have had 4 different financial advisors, and while all of them fulfilled their role to help us invest and save I have found that Bridgewater Advisory Group has a unique approach to assisting with finances. We switched to them because of their method of integrating finance management along with tax management to create a holistic plan that encompasses all aspects of your finances. Imagine making informed decisions about your travel, and any other large purchases with guidance that includes tax advice along with investment strategies all in one place. We are so pleased with their guidance especially as they help provide us with peace of mind to spend and enjoy our money without worrying about an excess tax burden or overspending. Highly recommend the Bridgewater family!! – Becky Francis
REVIEW #4 – Having Bridgewater Advisory Group as my financial team (Terry, Ethan, Ellen and Laura) gives me such a level of comfort with my finances that I would recommend them to anyone. One of the biggest things I struggled with after retirement was to realize that I could comfortably spend the money I had saved all those years of working! During our semi annual financial review meetings, our first topic is me and how I’m doing, what I see in my immediate and long term future, then deciding how to help me achieve those things; anything from needed items to traveling with friends to family experiences. I would highly encourage anyone at any age to consider Bridgewater Advisory Group for their financial planning. – Tonda Breeze
REVIEW #5 – After over 5 years doing business with them we would highly recommend the Bridgewater Group. The entire team is knowledgeable, professional but also very personable.
My husband and I have complete confidence in Bridgewaters as they have shown us that we can trust their advice and that they have our best interest at heart. In working with his parents Ethan has that extra advantage of knowing how our taxes affect our investments.
The Bridgewater team does take a holistic approach and it shows in the outcome of doing business with then. – Zoe Cooper
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