2 Best Gold IRA Investment Companies Near Me in Cape Girardeau, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Anchor Pointe Wealth Management, LLC
ADDRESS: HubCo Building, 1427 Thomas Dr Ste 14, Cape Girardeau, MO 63701, United States
NUMBER: +1 573-334-0034
SERVICES: Estate planning, Financial planning, Investment advising, Tax planning, Wealth management, Fiduciary Wealth Management, Financial Accounts, Financial Management And Planning, Investment Advisory Services, Investment Management, Retirement Planning Developing, Retirement Strategy
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 – We have been with Anchor Point for over 9 years. In that time, they have earned our full confidence and trust. With their guidance we are now in a much better place than we otherwise would have been. There were numerous things we had not addressed regarding estate planning and Derieck guided us through the process and got us to where we needed to be. It is truly a pleasure working with Derieck and Sam, them helping us navigate through all things financial ,, and Carrie is always there when needed for solid support on the client support side of things. Their expertise and service level is first-class. – Steve & Hazel H
REVIEW #2 – My husband and I have been working with Derieck and his team for several years. In that time their advice has always been spot on. They have guided us through our retirement planning and helped us make the transition to retirement seamless. We can’t stress enough how much help they have been! – Kim Gerlach
REVIEW #3 – I first met Derieck when my boss asked me if I would like a ticket to attend a seminar/workshop, presented by Derieck in Cape Girardeau in2018. I attended this event learning about how to invest and manage your retirement funds to work for you to achieve your retirement needs and goals. I retired in April 2019, contacted Derieck, and set up an account for his firm to manage my finances. I am very pleased with the results, but more so with the personal connections working with Derieck, Carrie, and Sam. They do an excellent job not only on the investments, but are very personable! It is so enjoyable to have our meetings that not only focus on investments, but where we are in life and how we are spending our retirement days! I would highly recommend Anchorpointe to help you achieve your goals for the future!! – cheryl pfeiffer
REVIEW #4 – My wife and I are so grateful to have met Derieck and Sam at the Retirement Seminar they hosted in Cape. More importantly, we took the next step by meeting with them to discuss our financial situation. With their guidance, we’re now on track to retire on our terms. If you’re wondering, ‘How do I start saving for retirement?’ or ‘How do I take the next step towards retirement?’ – contact Derieck and Sam. Let them guide you; you won’t be disappointed. – Christopher Compton
REVIEW #5 – I’ve had AnchorPoint manage my IRA for the past three years. I can without hesitation highly recommend AnchorPoint. The staff care much more than just making money. I have felt their compassion for me as a person & my investments. – Brenda J
REVIEW #6 – My husband and I trust the expertise and guidance provided by the Anchorpoint team. Derieck, Sam, and Carrie are wonderful resources. – Marie Malikowski
REVIEW #7 – I feel very comfortable with Derick Hodges and the rest of the staff. They always stay in touch and are very knowledgeable in what they do. – Tina Weber
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LEON FINANCIAL SERVICES, LLC
ADDRESS: 1021 Kingsway Dr Suite 9, Cape Girardeau, MO 63701, United States
NUMBER: +1 573-381-3134
SERVICES: 401(k) rollover assistance, Retirement Planning, Roth IRA consultation, Annuities consulting, Asset Protection, Estate planning services, Estate Plans, Family financial planning, Financial advising, Financial consulting, Financial Strategies, Insurance planning, Investment Advisory Services, Investment planning, Investment Strategies For Retirement, Legacy planning services, Pension planning assistance, Risk management consulting, Savings And Investments, Social Security Benefits, Social security optimization
OFFICE HOURS
| Mon | 10:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 4:00 PM | |
| Wed | 10:00 AM – 4:00 PM | |
| Thu | 10:00 AM – 4:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We met Leo through a mutual friend nearly 20 years ago, and from the very beginning he has always treated us like family. Over the years, whether in person, over the phone, or through Zoom meetings, Leo has consistently checked in on us several times a year to make sure we are doing well and staying on track.
He has always been available to answer our questions, provide guidance, and help us understand our options without ever making us feel pressured. As we get closer to retirement, we feel confident knowing that we have someone we trust helping us navigate this important stage of life.
We are grateful for Leo’s friendship, professionalism, and genuine concern for our well-being. We highly recommend him to anyone looking for honest advice and a long-term relationship with someone who truly cares. – Mr. and Mrs. Martinez
REVIEW #2 – As a teacher, trust and communication are incredibly important to me, and Leo at Leon Financial Services has exceeded our expectations. We’ve been clients for over four years, and the interactiosn has been thoughtful, professional, and centered on our best interests.
After our previous advisor retired and left us without guidance, we were nervous about finding someone new — especially from another state. Leo made the transition easy and reassuring. All of our meetings are done over Zoom, and they feel just as personal and thorough as in-person visits.
Our finances went from earning virtually nothing to being part of a well-structured plan with strong returns that have outperformed the market. More importantly, we finally feel confident and informed about our financial future.
For anyone wondering if it’s possible to build a strong advisor relationship remotely, I can confidently say yes. Leon Financial Services proves that working over Zoom works — even across state lines. – Jenny Lemmel
REVIEW #3 – We have known Leo, with Leon Financial Services, for over 15 years. His dedication to our financial future is the reason why we feel secure in our future. He is a fiduciary financial advisor in Cape Girardeau, Missouri who has guided us through retirement planning, income strategies, and sound tax decisions. His honesty and clarity have kept us moving in the right direction. I highly recommend Leon Financial Services if you are looking for a trustworthy advisor for your financial needs. – Susan Enkelmann
REVIEW #4 – Our family has worked with Leo at Leon Financial Services for many years close to 15 years. His guidance has been steady, thoughtful, and always in our best interest. Even living out of state now, we feel fully supported and confident in our financial plan. We honestly see Leo as part of our family – Antonio Herrera
REVIEW #5 – Leo has managed my financial planning and retirement account for over 10 years. While Leo was not my first financial advisor, he has without a doubt provided me with the best experience of any advisor.
During my first meeting with Leo, He displayed a professional and caring attitude that I had not experienced before in a financial advisor.
He skillfully asks questions that help him and even me better understand what I want my financial situation to look like when I retire. He makes sure I understand all that is being presented to me and he takes the time needed to do so. He explains financial products and strategies in clear, simple layman’s term that allowed me to easily grasp the information.
Leo is an exceptional communicator. I’ve met but a few people who can take what I consider complex financial material and break it down clearly for my understanding.
Leo responses quickly to my requests and he also makes sure I follow through with the step actions he needs to better serve me in reaching my financial goals.
I have come to know Leo as a family man with Christian values, which is important to me. In all these years of working together, Leo has always returned my calls, texts, and emails in a timely manner. Leo, as my financial adviser and planner, has proven himself to be an honest, trustworthy individual that cares about me and my family and has done so for over 10 years.
When I first met Leo, I had concerns about the financial health of my retirement account and if I would I have “enough” when I retire. Leo has far exceeded all my expectations as my financial retirement advisor. Today I feel I can comfortably retire should I choose to. That’s a great feeling. – Mike Tamezh
REVIEW #6 – Leo has been my financial planner for my retirement and non-retirement accounts for the past 10 years. He has passion, knowledge and a genuine interest in achieving the best for his clients! What really impressed me was the way he took the time to get to know me and my needs for the future. His professional, ethical and caring demeanour elicited my trust and respect and I gladly recommend his services to others. – Cheryl Davis
REVIEW #7 – My wife and I have been investing for some years now through some of the larger, more visible, Firms in the United States. Since speaking with Leo and moving to LFS LLC, my wife and I have a greater understanding of how things work, our returns are more favorable, and we now have someone that is in constant contact with us. My only regret is not finding him sooner. Great job, Leo! – Ian Leibner
REVIEW #8 – Leo Gelain has been my financial advisor and planner for over 20 years. I have found him to be extremely helpful in educating me about finances, how to secure a successful. comfortable retirement plan and always puts my wife and my best interests first. He is always available to address any and all questions I have. A conversation with Leo does not end unless he knows that you understand and are confident in the financial advice he has given. I have since recommended Leo to my mother and grandmother. With his advice and handling of my grandmothers finances she was able stay in her home and receive best in home Heathcare until her passing. Leo has strong Christian valves and a beautiful family. I continue to recommend Leo’s financial services to friends and family. – John Pollock
REVIEW #9 – I have known Leo for over 20 years. He has always been kind, professional and very attentive to my needs. Leo and I have become close friends over the years and I can attest to his competency and knowledge; moreover it is clear that he cares about me. I’d recommend Leo – jorge hernandez
REVIEW #10 – My wife and I have known Leo (principal at Leon Financial Services) for about 20 years, and have been clients for about 18 of those. He has helped us with financing & refinancing properties, insurance and investments. We aren’t his largest clients, nor do we have the longest relationship, but if you could be “the fly on the wall” you would never guess either. As our needs have changed he has helped us prepare for and meet those needs. We consider him a friend and recommend his services without reservation. – Mike inWoodlands
REVIEW #11 – I have known Leo for over 10 years now, and I trust him with all of my financial matters. His experience makes him very knowledgeable, and his character makes him very trustworthy. I would not want any other financial advisor handling my retirement plan! Thanks, Leo for all that you do! – Erin Saak
REVIEW #12 – I’ve known Leo for over 25 years. We have worked together for most of that time. He has assisted me and my family with life insurance and investments. I know his family as well. I trust him to always do the right things for his clients. Our relationship has made me financially secure. I can’t say more. I trust him and you should also. When we first started working together he ask me why I was taking classes to better my self.. I said because I want to know I’m doing the right things with investments. It worked… – Bob Mattern
REVIEW #13 – We’ve been working with Leonardo Gelain at Leon Financial Services for over four years, and the experience has been outstanding. As educators, we value clarity and transparency, and Leo has delivered both as a true fiduciary financial advisor.
Before working with Leo, our previous advisor retired and essentially disappeared, and our accounts were earning close to 0% with no real strategy. Since moving to Leon Financial, our investment performance has consistently beaten the market, and for the first time, we feel we have a real plan in place. Leo takes into consideration our real estate investments to provide a whole picture approach.
We live out of state, and every meeting has been done via Zoom, which has been seamless and extremely effective. Leo is organized, professional, and explains everything clearly. Distance has never been an issue, and we feel fully supported despite not being local. Leo diligently reviews past interactions to make sure he is up to date and clear with previous information.
If you’re looking for a trustworthy fiduciary financial advisor who works effectively with clients remotely, Leon Financial Services is an excellent choice. – Brian Lemmel
REVIEW #14 – I was referred to Leonardo (Leo) Gelain by a close friend that I respect a lot, another one of Leo’s many very happy clients, even though we are in different states and have never met in person. From the very first Zoom call, Leo was able to establish trust, credibility, and a genuine personal connection despite the distance.
I had spent months trying to get clear answers about my retirement options from a previous employer and kept hitting dead ends. Leo took the time to carefully listen to my situation, understand my goals, and develop a customized retirement and financial plan that truly fits me and my family.
He went above and beyond—helping coordinate with my former company, reviewing every detail thoroughly, and guiding me step by step through the entire process. He is always available, extremely professional, polite, and never pushy.
What really stands out is that Leo feels like a partner, not a salesperson—someone who genuinely cares about my financial future more than making a sale. If you are looking for help with retirement planning, annuities, or financial guidance, I highly recommend working with Leonardo Gelain. – Mike Evans
REVIEW #15 – My wife and I had not had contact with our previous financial services company for almost 20 years! No calls, no check ups, nothing!
Leo shows up at my door approximately 4 years ago representing the previous company and apologizes for the lack of contact from the previous financial planner and asks us to give him a chance to prove what he could do for us.
I have to tell you, I really raked him over the coals! I was reserved to the fact that I was not going to get screwed over again.
I’m so glad that we gave Leo a chance. He has been nothing but upfront, honest, trustworthy and caring about our financial goals. Over the last 4 years, under Leo’s guidance, our accounts have done exceptionally well! Leo is quick to respond with any questions we have and immediately contacts us when the market changes and we need to make adjustments.
Leo has done such an exceptional job for us as a financial planner and acting as a fiduciary, that we have done what is necessary to remain a client of his.
Over the course of our professional relationship, we have become friends due to Leo being a caring family man and caring about what is best for our family. He has earned our immense trust due to his dedication, honesty and transparency.
Leo is exceptionally well educated in finances and has the unique ability to explain complex financial strategies in simple terms.
If you are looking for a financial planner who will do what is best for you and your family, I highly suggest starting a conversation with Leo!
By the way, I rarely do reviews, so don’t let the one review discourage you from contacting Leo. – Bruce C.
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