Best Gold IRA Investment Companies Near Me in Farmington, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Beacon Pointe Advisors
ADDRESS:
NUMBER:
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Alternative Investments, Planning Retirement, Retirement Accumulation, Retirement Income Distribution, Retirement Strategies
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I first worked with Jennifer after my mom passed away in 2021 and needed help with my dad’s accounts, which Jennifer managed. In 2023, my husband and I were looking to do a financial plan to prepare for retirement, so we scheduled an appointment with Jennifer and have been clients ever since. Jennifer and her team have been great to work with and very responsive when we have questions. Highly recommend. – Barb Marschall
REVIEW #2 – My husband and I have been working with Jennifer and her team for several years. We can’t recommend them highly enough. They are always available for a quick question or a longer conversation. They check in with us regularly to make sure we are happy with the way our assets are being managed and are proactive in making suggestions as the markets change and as we age and our circumstances change. Most importantly, even when the markets are down and/or volatile, our assets have continued to grow. We couldn’t be more pleased with Jennifer and her team. – Pam Vig
REVIEW #3 – We’ve been with Jen and her team forever and can’t say enough about them. We have referred several of our friends and family over the course of the years with GREAT success. Jen and her team ARE family. Thank You for the chance to express our gratitude and relationship with her and her team over the years. – Patty Tietz
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – My wife and I have been working with Jennifer and her team since we moved to Farmington back in 2012. I appreciate the candor, support and options that she has provided us over these 13 years, as we have worked together to paint our financial picture for the future. Jen has been instrumental in leading us to products we needed and that were in our best interest and the team are always super responsive anytime we need them for questions, reviews or just to talk through a financial decision. Highly recommend. – Scott Bernatz
REVIEW #2 – My husband and I are new clients of Beacon Pointe. We were referred by close friends who have been long-term clients. Jennifer and all of her crew have been very welcoming and knowledgeable. We especially appreciate their ability to adapt with grace, skill, and warmth to our rapidly-changing life situations. – Mary Gunn
REVIEW #3 – We have been clients with Jennifer for quite some time and are very happy with the services they have to offer. The guidance that she provided helped us transition into retirement without any problems. I highly recommend her and her very qualified team. – Lee Wachter
REVIEW #4 – Jennifer and her team provide an excellent professional and personal experience for our financial planning. They actively listen to our goals and work with us to pave the best path for success. We highly recommend them and look forward to working with them in the years to come. – M Ehrenberger
REVIEW #5 – We love the Farmington MN office of Beacon Pointe. They all take a vested interest in our financial future. More importantly, they take the time and energy to get to know us better as people – what our interests and life goals are to better assist with how our financial planning can help us get there. We are nearing retirement and Jennifer and Ben are as excited about it as we are. That personal connection is appreciated. – Brad and Jennifer Z.
REVIEW #6 – Jennifer and her team are always ready to help use with professionalism and care! We’re not just a number, we are treated more like family and are valued! Plus, from an investment standpoint – they are top notch! Highly recommend! – Rachelle Glunz
REVIEW #7 – We are coming up on one year with Jennifer and Team and could not be happier! Every person we deal with at Beacon is wonderful, attentive and truly has our best interests at heart. Cannot recommend Beacon enough to those looking for a help with investments. – Tammy Miller
REVIEW #8 – Jennifer and her team offers a very personable and knowledgeable experience. She cares very much about everyone and supports your future goals. She really listens to you and gets to you know personally. Wouldn’t go anywhere else. – Lonny Oehlerking
REVIEW #9 – We are so happy to work with the Farmington, Minnesota Beacon Pointe office staff. They are excellent to work with and very knowledgeable. They helped us find a way to invest our retirement savings that works well for our risk tolerance and future plans. We highly recommend them. – Tom Olson
REVIEW #10 – We have been working with Jennifer for many years. Her whole team does a great job staying on top of current investment plans and sharing ideas. – John Ginther
REVIEW #11 – Everyone there is friendly, helpful and knowledgeable. They CARE about their clients!… Jennifer, Catie, Matt and Ben… all super nice! We’ve been customers for many years! – Rollie Brandt
REVIEW #12 – We’ve been with Jennifer and her team for many years and have had a wonderful experience and guidance. They’re all very helpful! – Keith ritter
REVIEW #13 – Jennifer B. and her team are outstanding! My wife and I have been clients for years, and Jennifer is not only knowledgeable, but takes the time to listen and gives great advice. Her recommendations are continuing to lead to great results – Tim Lehne
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