2 Best Gold IRA Investment Companies Near Me in Chesterfield, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Golden Merrill, AAMS®|CRPC™
ADDRESS: 10001 Courtview Ln, Chesterfield, VA 23832, United States
NUMBER: +18047484568
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 was introduced to Golden by my Mother many years ago. Since then, he has walked step by step with us through many life events to help us achieve our goals. Golden genuinely cares about our family and continues to go above and beyond the role of a finance advisor. I am forever grateful for his insight and guidance. – Lb Pollard
REVIEW #2 – Golden has been great to work with. He explains products and strategies very well and takes the time needed to customize investment plans that are right for his clients. I can trust him to advise me honestly and correctly. – Kimberly Taylor
REVIEW #3 – Golden Merrill visited our company and was wonderful about explaining everything to me and my staff in regards to our Simple IRA. He truly cares about the business relationship and how successful we are with our investments. I highly recommend giving him a call! – James Thomas
REVIEW #4 – Golden and Virginia are tremendous in customer service with their clients. The customer is number one priority in this office. – Arthur Smith
REVIEW #5 – Golden manages my wife’s IRA and does a great job! – Brian Dunn
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Welcome Home Financial Partners
ADDRESS: 222 N Arch Rd, North Chesterfield, VA 23236, United States
NUMBER: +18048974844
SERVICES: 401(K) & Ira Rollovers, Advisory Services, Employer-Sponsored Retirement Plan, Estate & Legacy Planning, Financial & Retirement Planning, Financial Strategies, Investment Accounts, Investment Advisor, Investment Strategy, Ira Rollovers, Pre-59 ½ Retirement Solutions, Qualified Retirement Plans, Retirement Benefits, Retirement Income Plan, Retirement Income Strategies, Retirement Planning Social Security, Retirement Solutions
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 – We are so very blessed to have Tim Short handles our financials. Welcome Home Financial has taken great care of us and we have recommended them to many family and friends. We couldn’t ask for a better service from them. Thank you Tim. – Joyce Prince
REVIEW #2 – Welcome home is the best decision I made with my IRA. Tim Short is second to none. He is extremely knowledgeable and personal with me as his client. I left a previous financial management house due to their lack of involvement. Since committing to Welcome Home, I am always current with my portfolio and advised as needed when making financial decisions, knowing that its in good hands, aggressively finding ways to increase my investments with success. Tim is the best and I have no intentions of leaving. Welcome home is where we will continue, and I advise anyone interested to give them a call. You will not be disappointed, that’s my guarantee. – BERNARD STEVENS
REVIEW #3 – My husband and I could not be more pleased with the assistance we received from Welcome Home. Specifically Tim Short. I was very hesitant to go to the 1st appointment not knowing what to expect & thinking how stressful it would be to plan for retirement. I’m happy to say how wrong I was! Tim made us feel right at home from the minute we walked in. I had a ton of questions and he took his time to explain things to us & made sure we understood, never making us feel rushed. He provided us his professional insight to things we knew nothing about prior that could benefit us tremendously. Ashley was great working around my schedule to find a time to meet which made it very convenient. Not to mention Tim has quite the sense of humor which we appreciate! Thanks to Tim & his team, we feel so much better about our financial future! We look forward to continuing to utilize them for financial/retirement needs. – Jeannie Castlebury
REVIEW #4 – I learned about Tim and Ralph Short through the TV show and called them to develop a Retirement roadmap.They were professional and provided good communication regarding meetings and information sharing. Tim spoke to me in a way I could understand and was patient when communicating and repeating information when needed. He asked about my goals for retirement and designed a plan to achieve them and also leave a legacy for my family. I am feeling comfortable and secure about my retirement and looking forward to it! – Karen Morrow
REVIEW #5 – Welcome Home is a truly amazing company. They treat you like family. They really want the best for you and do everything they can for your investments to prosper. They are easily reached and will get back with you asap. I highly recommend this company for your investment needs. – Betty Agee
REVIEW #6 – Welcome Home Financial Partners are an asset to my life. Tim Short is excellent to work with, I feel safe with my money in their hands. Any questions, they are there to guide you through good times and bad. I have never lost money in my account since I have been with them. If you are looking for a financial advisor, I suggest Welcome Home. You will be in excellent hands. – Larry Hudson
REVIEW #7 – I’ve been a client of Tim Short for a couple of years now. The value of my portfolio is not high, but he always treats me like a VIP. My account has an extraordinary return for 2025. He’s also helped me navigate a difficult situation when i was laid off from my job recently, saving me a lot of money! I would give WHWA 10 stars if I could! – Lisa Klop
REVIEW #8 – I first met with Tim a year before retiring in 2023. Tim’s guidance gave me the confidence that I needed to retire. He is a pleasure to work with and I am comfortable in the choices he has guided me to make. My investments have done much better than I expected in the past two years. I highly recommend Welcome Home – Sharon Neeley
REVIEW #9 – I highly recommend Welcome Home Financial for retirement financial planning. I have been working with Tim Short and I trust his recommendations for my investments. I look forward to a great long term relationship with this company. – Tamara Jones
REVIEW #10 – I have been using Tim Short at Welcome Home Financial for several years now. I am definitely pleased with my retirement package that was set up for me. It works perfectly for my needs. He is so personable and knowledgeable. I would recommend him for anyone! – LaJune Fowlkes
REVIEW #11 – Welcome Home Financial Partners has assisted me with establishing a financial plan that will benefit into my retirement. Thank Mr. Short and your staff for you help. – Tonya Milo
REVIEW #12 – My representative is Tim Short, an amazing representative, who takes time to explain details, looks out for your best interest. Great future financial planner. Tim’s a blessing; great organization. – Valerie Weatherless
REVIEW #13 – Ralph Short was extremely easy to work with. He not only laid out and explained a financial plan, he went above and beyond to address questions I had regarding financial matters that did not directly relate to my retirement planning. Everyone I encountered at Welcome Home Financial Partners was professional and pleasant. I would highly recommend Ralph and his team. – Tracy
REVIEW #14 – Ralph took the time to understand our needs and investment risk tolerance, and then recommended products perfectly suited to support our needs in retirement. He is knowledgeable, patient in responding to our many questions, and works to build trust and a high level of confidence. His entire office is a delight to work with-very attentive and friendly. – Lori Andre
REVIEW #15 – Met with Ralph at the Ashland office for a review of my finances. Ralph did a through review based on the information I’d provided earlier. Two weeks later and he presented a plan specifically for me. This is a wholistic review that includes reducing the taxes you may pay as well as continuing to increase your income. This review would be especially helpful to one who is about ten or fifteen years away from retirement. I like that Ralph and others who work with him, have a fiduciary responsibility.
I received an eye opening evaluation and recommend him highly. – Barbara Chapman
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