2 Best Gold IRA Investment Companies Near Me in Greenville, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Carolina Wealth Management Inc
ADDRESS: 1706 E Arlington Blvd # A, Greenville, NC 27858, United States
NUMBER: +1 252-439-1344
SERVICES: Income Planning, Investing And Retirement Planning, Investment Advisory, Investment Analysis, Investment Opportunities, Investment Options, Investment Recommendations, Investment Selections, Investment Solutions, Registered Investment Advisor, Tax Planning Strategies, Wealth Management
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEW
REVIEW #1 – Customer service could not be better! The personalized attention they provide is wonderful. They take the time to complete a thorough financial history and learn about my goals and desires during the onboarding process, and they continue that care by promptly returning calls and providing timely answers to my questions. In addition, they schedule a one-on-one meeting each year to review everything and ensure that my financial plan remains properly aligned. It is refreshing to work with a local company that answers the phone and truly invests in understanding my specific needs.
I also have great peace of mind knowing they are financial fiduciaries, which means they are legally and ethically required to act in my best interest at all times. In a world where you hear too many stories about people being misled or scammed by financial advisors, it is reassuring to work with a firm that has been in business for so long and operates with integrity.
With them leading the way, I feel confident that my financial future is secure and successful. They also provide excellent guidance with estate planning and smart tax decisions, especially as tax laws continue to change. Their advice has saved us a significant amount of money, and knowing they stay current on laws and best practices gives me confidence that their recommendations are solid and trustworthy.
I highly recommend them to anyone looking for knowledgeable, honest, and dependable financial guidance. – Cindy Suter
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Influx of Wealth, LLC
ADDRESS: 204 E Arlington Blvd Ste C, Greenville, NC 27858, United States
NUMBER: +1 866-899-9020
SERVICES: Retirement Planning, Tax planning, Wealth management, Financial Coaching, Financial Plan, Group Wealth Coaching, Individual Wealth Coaching, Real Estate Investor, Strategic Planning, Business Coaching Business Start Up Services
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 – My session was very thorough and detailed to fit my needs. I had a lot of important information was obtained and I left feeling motivated and ready to excel and work on the next steps. The session ended with me gaining a new insight and fresh perspective on things and ideas as well as tasks for next steps. I felt inspired and capable of continuing to follow through with the plans. – Tameka Smith
REVIEW #2 – I can only say Great things about this business. I planned an event and the staff and owners were absolutely PROFESSIONAL and always went above and beyond to accommodate what me and my team needed. I will always use there space for meetings and trainings or whatever else needed in the future!!!! Continue to be the great business that you are and I will be referring you to all team members in this area to use your facility!!! – T Tdg Gibbs
REVIEW #3 – We’ve consistently had an excellent experience with Influx of Wealth. If you have a lot of goals but aren’t sure where to start, and you recognize you need some guidance, this is the team to turn to. Influx of Wealth is the perfect place to find direction and support. – B. Randall
REVIEW #4 – I booked a business wealth coaching session with Tony a couple weeks ago. I had my appointment today, and it eased so many anxieties I had as a first time business owner. Tony was very detail-oriented, and broke things down to a level where I could truly understand as a new business owner. I am a visual person, so Tony provided clear business examples that supported my questions and concerns for my business. I feel 100% confident moving forward with my business. Influx of Wealth…10/10!!! – Apriann Sutton
REVIEW #5 – Influx of Wealth continues to be an organization that I trust with assisting me with all financial decisions. From my personal credit repair, debt management & invests, to me recommending them to my clients who seek to start nonprofits and all in between. They offer comprehensive and customizable solutions for people & entities of all sizes. – Boyace Jajuan Pope
REVIEW #6 – My appointment was so helpful with many important points! It was a very detailed oriented and safe space! Tony did great with breaking things down for my understanding and looks forward to following my journey! The amount of compassion he brings to his work is phenomenal!! Definitely recommend!! – Shontonia Owens
REVIEW #7 – I’m a new client and what I look for in businesses is a high level of professionalism and communication. Antonio has been highly communicative with me and with this kind of service, you don’t mind paying. Professionalism and strong communication sets the standards and builds a trusting healthy working relationship with client and expert. I recommend. – janera harvey
REVIEW #8 – I had the pleasure of learning about Tony and his Influx of Wealth Financial Service company from a mutual friend. He efficiently helped me prepare my taxes from 2019 – 2017, and answer all my questions in a way I can understand. He also helped to finally realize a dream and start my own business by having my LLC paperwork prepared with the Secretary of State! I recommend Influx of Wealth for any and all your financial service needs! – Eternal The MC
REVIEW #9 – Antonio and his staff was very prompt and professional. They sent reminders of meeting. Instructions were given prior to meeting. Antonio was on time and prepared. He answered my questions and was very thorough. Antonio had several resources with names and numbers for things that I inquired about at his finger tips. He gave me financial insight and advancement opportunities. I will definitely use his services to mainstream my goals. Antonio was very knowledgeable. I plan on using his services. – Peaches n Cream Natural Soaps
REVIEW #10 – I am excited to have Mr. Bunn and his team as my go-to for my business coaching and financial advising needs! Over the course of two years, my business has profited in abundance and my fiscal management and financial literacy has increased also. I highly recommend Influx of Wealth, LLC for anyone seeking to go to the next level in their business and financial goals! – Jasmin Spain
REVIEW #11 – I have received assistance from Tony on many occasions. influx of wealth has been a life saver for me. They handle everything from accounting to helping to understand personal finance. I have recommended their services multiple times to others.. – Warren Ganues
REVIEW #12 – Highly recommended place of business. Antonio Bunn was very insightful and helpful to planning out goals and a process that I’m eager to begin. He dug deep in every topic we discussed and helped me see more clearly the full circle of things to start off on the right foot. – Rene Hayes
REVIEW #13 – My mom and I were absolutely blown away by the wealth of information provided during our session. You can tell when someone has a passion for what they do and they do it well. I live 5 hours away but I look forward to scheduling more sessions or attending the team’s classes online and expanding my horizons. This team is such an invaluable resource! – Priscilla Wesh
REVIEW #14 – Influx has helped me so much, from financial planning and credit repair to becoming an llc, influx has been instrumental in my development Financial/business literacy! Tony is Always available and willing to help you achieve financial success. Give influx of wealth a try you won’t be disappointed!!! – Derrick Cave
REVIEW #15 – Mr. Bunn was very helpful to us as new business owners. He knows his craft and he shared various ways to get the most out of our business. I would recommend his services to anyone that is just starting or already owns a business. – Delilah Jackson
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