2 Best Gold IRA Investment Companies Near Me in Durham, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Allworth Financial
ADDRESS: 3917 University Dr Ste 200, Durham, NC 27707, United States
NUMBER: +1 919-287-5660
SERVICES: Financial planning, Wealth management, Coordinated Tax Planning, Estate Planning & Trust Coordination, Insurance & Risk Management, Investment Management and Retirement Income Planning
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 – After working for 41 years, my wife and I realized we needed a sound retirement plan that would meet our goals. When deciding on which firm to work with, Adams Chetwood was the clear choice for us. Eric and his team have high integrity, transparency and embrace values that closely match our own. The most important thing for us was to have a sound, thorough retirement plan that gave us the confidence in our retirement plan that could lead to retiring and striving to meet our financial goals. They have been able to fill that gap with an approach and investment plan that gives us confidence and the ability to enjoy retirement without worrying about money. – Bill Reedy
REVIEW #2 – Our experience with the professionals at Allworth Financial has been excellent in every regard. They have helped us to organize and grow our finances and made it possible for us to feel comfortable and secure in our retirement. I can’t say enough good about the level of expertise as well as the communication skills they bring to the world of financial planning. I highly recommend this group! – Susan Mikkelsen
REVIEW #3 – Allworth is a very impressive, comprehensive and highly professional final team here in Durham. We feel like we are as important as any family member ever could feel. We feel secure in our long term financial investment plans. Thank you Allworth. We had a rocky road to get to our smooth path to having our finances secure. – Gail Funk
REVIEW #4 – Excellent financial advice with attention to detail! The Allworth Financial team are always friendly, supportive and provide the best customer care! – Finn Agenbroad
REVIEW #5 – Wonderful team. Solid advice. Conservative. Truly concerned about their clients. – Herb Young
REVIEW #6 – I’ve been a client for close to 20 years and have always felt that I’ve received honest, caring service. I trust the team to always have my goals in sight. – Greg Decker
REVIEW #7 – This is the most honest, caring financial company! I trust them completely. This is after having been with them for many years. They look out for what is best for me, and I respect their integrity, wisdom, and know-how! It takes a load off my shoulders! – Janelle Wall
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
SLP Wealth
NUMBER: +1 910-240-2914
SERVICES: Financial planning, Insurance purchase consulting, Investment advising and Retirement savings consulting
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been following SLP for the better part of ten years, and became an SLP Wealth client about 6 months ago. I’m glad I made this decision – my planner is Ben Lacomis and his education and guidance has given me clarity and peace of mind as I navigate major life transitions. Ben provides encouragement and positive feedback, and is also able to be gentle and firm when pointing out something that isn’t the best idea or ought to be re-evaluated. I trust Ben and SLP as a whole and am grateful for their services. – Diane Brackett
REVIEW #2 – Michael Jett is awesome! He truly cares about our financial success. After meeting and dealing with multiple advisors over the years, we are so thankful to have joined SLP and met Michael. Unlike many other advisors, Michael has always believed in our vision and has helped us set ourselves up for success. Would totally recommend SLP and Michael to any of my co-workers, friends, or family looking for a financial advisor! – Shanter Chaparro
REVIEW #3 – Benjamin Iacomis is our financial planner, and my wife and I genuinely feel like we got lucky being paired with him. He’s incredibly personable and takes a true big-picture approach, he doesn’t just look at investments, he considers everything going on in our lives.
We recently bought a dental practice, had a baby, are planning to purchase our commercial building, and are also working toward building our first home. With all of these moving parts, Ben has been fantastic at helping us organize, strategize, and stay on track with our goals.
If you want someone who listens, understands the full scope of your life, and helps you navigate major financial decisions, Ben is your guy. – Josh Lansing
REVIEW #4 – I’ve worked with Meagan for several years, dating back to before I transitioned into real estate and even earlier in my career as an educator. She has been an incredible guide through multiple life and career changes, helping me navigate each transition with clarity and confidence.
Meagan has helped me save money, invest wisely, pay off debt, and most importantly build confidence around my finances. She explains things in a way that feels approachable and empowering, never overwhelming. Because of her guidance, I feel far more secure and intentional about my financial decisions.
I genuinely recommend Meagan to anyone looking for a financial advisor who is knowledgeable, supportive, and truly invested in your long-term success. – April Williams
REVIEW #5 – I thought I had a pretty good footing with my financial plans for the future, until I sat down with SLP Wealth for my first consultation. Working with David has been eye-opening as he has helped educate and guide me onto a more efficient and profitable path. I can’t say enough good things about the services I have been provided. They are also very efficient with time and we cover a ton of topics during every call. – Andrew Bickett
REVIEW #6 – I love this company. They really meet you where you are at and help you define realistic goals and tangible ways to work toward them. Being able to schedule a 30min meeting whenever you need to it a huge plus, especially when something unexpected arises. Our advisor (Jared) is extremely personable and so easy to work. He remembers details about us from one meeting to the next. I finally feel like our money is working for us. – Sara Beth
REVIEW #7 – Ben is an awesome planner with a wealth of knowledge. Makes financial planning easy with honest advice and actionable information. Would highly recommend for someone looking for a fresh perspective that isn’t the typical fiduciary process. No more long 50+ page documents of your financial plan. Everything will be captured with online tools which are continuously updated. You won’t be disappointed! – Andrew Lee
REVIEW #8 – SLP Wealth has been a game changer for me and my family! David has been a huge support. He is very knowledgeable and thorough in his planning. He takes the time to review all of the options in a way that I can easily understand and he never makes me feel judged or guilty for my past financial moves. Don’t even get me started on his incredible understanding of the whole student loan mess! I highly recommend SLP Wealth! – Gina Marie Graziano
REVIEW #9 – My SLP wealth advisor is great. I’ve worked with Benjamin for sometime now and he is very patient with me as I have a constantly changing schedule and have had to postpone and reschedule meetings on more than one occasion (many). He always responds to emails in a timely fashion, and is very knowledgeable and prepared for our meetings. – Lawrence Becht
REVIEW #10 – SLP Wealth has been such an amazing resource and provides multiple invaluable services at the crossroad of finances and student loans. One of those invaluable services is SLP Wealth financial planning. I work with Angie, who has been immensely helpful. She is so knowledgeable and she is an excellent teacher. I’ve learned so much about finances and she offers great guidance based on my goals, and she has introduced and educated me on so many aspects of financial planning. Being a person with student loans, I highly recommend SLP Wealth, and I extra highly recommend Angie! – Janie Taylor
REVIEW #11 – We have been SLP clients since the beginning and our financial planner Conor has been incredible. He’s always readily available and truly listens to us before helping us make a plan. I can’t say enough good things about Conor, Travis, Megan, and David. The SLP wealth, student loan, and tax teams are amazing. We get comprehensive service for finances, student loans, and taxes that are second to none. – Justin Nash
REVIEW #12 – Working with Kathleen has been a game changer. In the year we’ve worked together she has taught me so much about managing my finances and keeps me accountable to stay on top of it. I really enjoy working with her and always love taking a few minutes to catch up and talk about travel! – Stephanie Spenny
REVIEW #13 – We feel incredibly lucky to have found SLP Wealth but especially our financial planner Jared. He is kind, exceptionally knowledgeable, and so easy to talk to—qualities that make a huge difference when it comes to discussing something as personal as finances. Jarod has helped us set clear, achievable financial goals and made the entire process feel approachable and even enjoyable. Thanks to his guidance, we feel more confident about our financial future. We truly can’t recommend him highly enough! – Mara Evans
REVIEW #14 – My journey working with SLP Wealth started as soon as they offered the services. I had followed SLP via podcast and email for a few years. I initiated the relationship for student loan planning prior to Covid. It took several meetings to understand what and how my wife and I would attack repayment strategy. Once wealth and tax was offered, we took advantage of being first in line to the new services. It took a load off of our prior CPA, and me as I was doing our financial planning. James was our first wealth planner. He was awesome to work with and we appreciate all his dedication and assistance. We are working with David A. who took over and so far, this year looks positive as our direction in wealth planning is making more sense to us. Over the last several years, we feel we have a team working for and with us to achieve all our financial goals, student loan and tax strategy, as well as wealth planning. Thank you SLPWealth & Tax. – Jason Burke
REVIEW #15 – We have had a great experience with SLP wealth! I am a PT and a business owner with a mountain of student loan debt and a very not straight forward case and Sim and the team at SLP wealth have been such an asset. They’ve helped create a very custom to me and nuanced plan to tackle student loans which most financial planners don’t want to touch. Highly receommend! – Gabby Callagy
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
