2 Best Gold IRA Investment Companies Near Me in Gallatin, TN – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Linda Murphy, CFP®|ChFC®|CLU®|CRPS™
ADDRESS: 600 Commons Dr Ste 100, Gallatin, TN 37066, United States
NUMBER: +1 615-452-9927
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 – My husband and I have been clients of Edward Jones for many years and met Linda Murphy when she took over the Gallatin Tn branch 5 years ago. As the POA for my aging parents (who also had accounts with EJ), Linda was so helpful as we navigated how best to manage and restructure their portfolio, not only to benefit them in their last years, but to also make it easier for me to settle their estate after they were both gone.
Linda took time to understand our family dynamics, as well as our short and long-term goals. In advance of my choosing to take early retirement in 2025, we had multiple meetings to determine the most effective and tax-efficient way to structure my income stream. Linda has a depth and breadth of knowledge far surpassing investments. When circumstances arise, she willingly shares reputable contacts if you are looking for information regarding taxes, legal, or real estate questions. Her Sr Administrator, Laurie, is exceptional. They are readily available to answer questions at any time. We are grateful for their partnership. – Crystal Clinton
REVIEW #2 – While planning my retirement I discovered I didn’t know where to start. I had worked with a few advisors and didn’t feel right about it until I met Linda Murphy. She is awesome. She knew what to do to make me feel safe with my decision. We made a plan to fit my finances and it has been worry free. She keeps me up to date and if I have a need or just a question she is always there for me with the correct advice. Feel free to give her a call. She will be there for you. She makes sure my money has a great return. I love that safe feeling! – Connie Brown
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Apex Financial Planning
ADDRESS: 1529 Hunt Club Blvd Ste. 100, Gallatin, TN 37066, United States
NUMBER: +1 615-206-8731
SERVICES: Company Pension Plans, Estate Settlement, Financial Advice, Financial Planning, Individual Retirement, Insurance Plans, Investment Advisor, Investment Management, Pension Plans, Permanent Life Insurance, Retirement Accounts, Retirement Planning, Retirement Strategies
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 known Darrell personally since around 2009 and can say he is a man of great integrity, which is the only type of person you want handling your financial planning. He manages a retirement account for me and education accounts for my kids. The service and reliability are unbeatable. His office manager Meghan is also outstanding. Every interaction with them is great. – Dr. Eric Stamper
REVIEW #2 – We have trusted Darrell at Apex for over a decade. He is low pressure, takes his time explaining, and easy to work with. Meghan is always a pleasure to talk with and makes you feel welcomed immediately. They both have your best interest at heart. I cannot recommend Apex enough. – Tim Bowles
REVIEW #3 – Apex Financial Planning/Darrell Woodcock office and his staff was very helpful and attentive to any questions we had deciding how to invest for retirement. Our experience was great, working with them has been the best experience….My family and I attended (Charlie Browns Ice) this year in Nashville and it was fantastic, had a great time!. Titan up and Go Apex!!! – Henry Sanders
REVIEW #4 – Darrell and Meghan have always been great to work with! Had a meeting last week with Darrell and it really put into prospective the potential I have for retirement with his guidance. Highly recommend! – Brant Lanham
REVIEW #5 – We have been using Apex for several years and are extremely satisfied with them. Darrell & his staff are responsive and flexible. They answer any questions we have promptly. Our account reviews are great and we have the flexibility to meet in person or virtually. I would highly recommend! – Jeremy Kreimer
REVIEW #6 – It has become one of our families treasured holiday traditions. Thank you Darrell and Meghan for another fabulous memory. – tim bowles
REVIEW #7 – Darrell and his team are great! He helped me get life insurance without even needing to get a physical. Very knowledgeable in investing and financial planning. Thanks for all your help. – Kent Lofley
REVIEW #8 – My husband and I attended Apex’s annual Ice event at the Opry Mills Center last night and we had a blast! We enjoyed the Rudolph theme and afterwards we enjoyed the entertainment on ice at the ice skating rink. This was such a great time I am looking forward to the fun time next year! I am very fond of Mr. Darrell and Meghan, they always make me feel like apart of the family!!! Thank you! – Lisa Williams
REVIEW #9 – We are so grateful for Apex Financial Planning. Darrell is so kind and easy to talk to. He is able to explain complicated things in a way that I can understand. I feel like we are in a much better position financially than we would be without Darrell’s help. I highly recommend Apex Financial Planning! – Jodi Skulley
REVIEW #10 – Darrell has handled my financial planning for the last 10 years or so, and has done an outstanding job. He is trustworthy, attentive, and professional. He and Meghan have been very responsive to any of my financial planning needs. – daniel brewer
REVIEW #11 – Just attended the Christmas lights at Cheekwood hosted by Apex Financial. Had as awesome time with Darrell and Meghan. A really great night! – Tim Bowles
REVIEW #12 – They are great people who are looking out for your best interest. – Anna Sherry
REVIEW #13 – Absolutely fabulous financial planner team hands down! Highly recommend! – Dana Blayney
REVIEW #14 – Fantastic customer service! – Michael Warden
REVIEW #15 – Thankful for the experience – Mark Harrington
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