Best Gold IRA Investment Companies Near Me in Roseville, MN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Summit Investment Advisors
ADDRESS: 3065 Centre Pointe Dr #2, Roseville, MN 55113, United States
NUMBER: +1 651-490-2939
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Investment Advisory Services, Individual Investments, Registered Investment Advisor, Retirement Income Planning, Retirement Planning, Savings Accounts
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 – I have been with Summit Investment Advisors for many years. I was at a low and invested in Summit and cannot believe the wonderful advice and effort they have done to bring my portfolio to an amazing result. They are very knowledgeable and proactive with my personal account and they care about each and every client in a personal manner. They are always available by phone to answer any questions I may have in a very friendly and courteous manner. Summit Advisors are the very best!!! – Barb Lechner
REVIEW #2 – Thank you for guiding me up my retirement summit. A few years ago I attended Seans’ very informative Taxes In Retirement seminar, I then followed-up with his tax map meeting. I appreciated his financial knowledge and genuine interest to educate me on how to decrease my taxes. Since that meeting I repositioned my savings and retirement accounts. The strategy worked. I will now be retiring with financial peace of mind. Summit Investments has my trust. – Chrissy
REVIEW #3 – My wife and I met with Emmy Grovender for a portion of our yearly financial review. Emmy gave us a great overview on our financial position and we discussed our future plans and goals. After meeting with Emmy, we met with Sean to discuss tax impacts for some planned withdrawals. The hour we spent at Summit was very beneficial. – Jeff Bohn
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – My husband and I started investing with Summit Investment Advisors 21 years ago and we have always been please with the relationship. The staff has always been quick to respond to our inquiries or requests and have kept us informed and updated with market changes and suggestions to maximize our investments. As we entered retirement, it was comforting to feel confident in the investments and planning we had been guided with over the years. – Marie Holm
REVIEW #2 – I love working with Scott, Todd and the rest of the team. Everyone is very friendly and knowledgeable. So easy to work with and talk to. Thank you Summit for taking such good care of me! – Judy Brown
REVIEW #3 – I have been using Summit Investments and its predecessors for 25+ years. I am completely satisfied with the staff’s services and advice. They are knowledgeable and have answered all my questions in a way that was easy to understand. I am much better off financially than I would have been by investing on my own. – Charles Debevec
REVIEW #4 – Scott always makes himself available when I wish to discuss my finances. He is well informed and patient in sharing concepts I don’t understand. He listens well and takes the time to adjust my plan according to my wants and needs. Perhaps most importantly, I’m very satisfied with my results. – Lynn Adams
REVIEW #5 – I have been with Summit since 2018. During this time I have dealt with several associates, and each and every one is friendly, professional and extremely knowledgeable. They helped me get ready for retirement, helped me through the process and now work to pulls monies from the correct accounts for RMD and tax issues.
The services I have receive from Summit have left me financially better off and a very satisfied customer. Face to face meetings are always informative and helpful plus if I have a question I can always reach someone knowledgeable that answers my question or solves the issue I bring forward promptly and professionally. I would not consider switching financial institutions. – Toni Roe
REVIEW #6 – When I find myself in a quandary about which financial direction to pursue, Russell Rogers has consistently suggested options I could consider. After discussing the pros and cons with Russell, I made an informed decision.
Summit Investment always has my best interests in mind. – Ron Lansverk
REVIEW #7 – We sincerely appreciate Russell’s expertise, guidance and educational approach during our reviews. We feel confident that we are well-positioned as we approach our retirement years. – Amy Dauplaise
REVIEW #8 – I have worked with Sean and his team for over 20 years. Their direction has helped secure a comfortable future for my wife and I, and he is now working with my kids to do the same for their families. – Rick Ries
REVIEW #9 – Brian at Summit is very knowledgeable and has done a wonderful job handling my investments since I moved to Summit about 2 1/2 years ago. Summit keeps me up to date, and provides sound advice for both my short-term and long-term goals. I got a referral to them from a good friend when I became dissatisfied with my former financial advisor, and have been pleased ever since. – Connie T.
REVIEW #10 – I’ve been working with Summit Investment Advisors for over 15 years. They are knowledgeable, proactive, and always take the time to explain things in a clear and thoughtful way. I feel genuinely supported in my financial goals, and their guidance has brought me so much confidence and clarity. I highly recommend to anyone looking for truly exceptional financial planners. – Jennifer
REVIEW #11 – Summit has made my life better by taking care of all my financial needs. I feel like they really know who I am and I am not just an address. – Adele Smith
REVIEW #12 – We receive excellent financial guidance from our advisor, Scott Caskey. He’s a knowledgeable professional who comes prepared to meetings, understands our financial status, and has offered us valuable advice throughout the years. – mila amundson
REVIEW #13 – Friendly professional people to guide you down the road to the best financial options to maximize your retirement. Non-pushy, letting you think and consider. A good software program to show options and results. – Plainsman 576
REVIEW #14 – Summit Investors has been our trusted advisors since 1997. So glad we are clients. They have increased our 401k by a ton. Everyone their are so friendly and knowledgeable. Couldn’t think of anyone else to handle our accounts. – DARRELL KREBS
REVIEW #15 – Scott is a great analyst at Summit. He is very patient and we never feel rushed through an appointment. He takes the time to walk through different scenarios. He consults with other professionals if there are questions he can’t answer and he even shares opinions that might be outside his expertise, always following it with a referral of someone he knows who is an expert, who can provide more help. – Deborah Janssen
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