2 Best Gold IRA Investment Companies Near Me in Kyle, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Simonet Financial Group, LLC
ADDRESS: 4964, 1300 Dacy Ln #230, Kyle, TX 78640, United States
NUMBER: +15122968962
SERVICES: 401K, IRAs, Alternative Investments, Financial Planning, Retirement Planning, Estate Planning, Legacy Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The first thing you’ll realize the moment you meet Bill Simonet is that he truly has your best interests at heart. His financial acumen, professionalism, and attention to his client’s needs makes Simonet Financial Group a truly remarkable Wealth Management Firm and a must for any individual or family looking to bring their financial goals into focus. He will help you save money, grow wealth, and formulate a plan a meet all your goals. If you’re looking for a knowledgeable fiduciary advisor that you can trust with very reasonable fees and a commitment to helping you live freely, I highly recommend working with Simonet Financial Group. My family is so glad we did. – Alan Adelberg
REVIEW #2 – This is the BEST FINANCIAL GROUP I’ve EVER worked with! Bill is such a GREAT Advisor! I never have to question or second guess his judgement! Ive gained so much knowledge and understanding working with him! Professionalism is at a ALL TIME HIGH ! Very pleased with this Company! They have my Business for Life! – Lasteesha Mckenith
REVIEW #3 – This review is long overdue. Bill and his team have been with us every step of the way in our business venture that started in 2017. They have helped us grow consistently and ensured we make educated business decisions. Thank you for all you do, Simonet Group!! – Julian Hernandez
REVIEW #4 – I highly recommend this outstanding business! The customer Service is excellent. The ambience is always inviting and comfortable. The staff is very professional and impressive with their Expertise knowledge!! – Toy Simonet
REVIEW #5 – The group are like family. Excellent advise and investment support through life’s upsides and downs for a single older woman. – hbell1111
REVIEW #6 – We are incredibly grateful we found Simonet Financial Group. We came to them during a very delicate and complicated personal situation, and what stood out almost immediately was that they didn’t just look at one financial issue and try to solve that one problem. They took the time to understand the whole picture.
There were some very important considerations around protecting assets for the next generation, and we needed to be sure we were making the right decisions for the long-term. Simonet walked us through our options at every step, explained things in a way we could actually understand, and never made us feel pressured into a particular decision.
What I appreciated most was how much they thought ahead. They considered how the different pieces fit together and what the consequences could be down the road, rather than just focusing on what was right in front of us.
This was a situation where trust really mattered to us, and Simonet earned ours. We always felt like Bill and the Team were genuinely listening, looking out for our interests, and helping us make informed decisions.
If you’re looking for someone who will simply manage your money, there are probably a lot of choices. If you’re looking for people who will take the time to understand your situation, explain your options, think about the bigger picture, and help you protect what matters to you and your family, I would absolutely recommend Simonet Financial Group.
They gave us something we really needed during a difficult situation: clarity, confidence, and peace of mind. Thank you so much Bill! – Kate Stephens
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Barton Financial Group, LLC
ADDRESS: 107 S Main St Ste. A, Kyle, TX 78640, United States
NUMBER: +15126867589
SERVICES: Estate planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Planning And Investment Management, Individual Tax Returns, Investment Account, Retirement Income Planning, Social Security Planning
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | CLOSED | |
| 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 started having Zach manage my investments back in 2014 and could not be happier! Back then I did not have much but he always treated me like I was one of his biggest accounts. Ten years later there’s more to manage and his attention has remained the same. I cannot think of a time when I needed him and he did not get back to me day of or next day. He is immensely knowledgeable about all aspects and defer to him to manage my retirement. Certain family members use him, our business uses him, and my partners use him. I would recommend Zach to anyone needs advice on any financial matters. – Wendell Langdon
REVIEW #2 – I had a great experience with Barton financial advising services. The process was simple and straightforward, which made everything easy to understand. Zach and Will were very helpful and knowledgeable, taking the time to answer my questions and guide me through the steps. I left feeling more confident my financial situation. – Matthew Budd
REVIEW #3 – I am extremely satisfied Zach and Will’s attention to detail and I’m grateful to have them assisting with our financial situation. They are quick to respond if I have a questions and it is always easy to book an appointment when needed. I wouldn’t hesitate to recommend them to anyone in need of help with their financial planning or investments! – Thaddeus Woody
REVIEW #4 – Zach and Will provide exceptional personalized financial advice and they are always available when needed. Barton Financial Group is the perfect combination of small business customer service and tailored investment strategies. – Eric Smith
REVIEW #5 – My wife and I own several businesses but all of our savings have gone to build the business. As we reach retirement age, we recognized we needed professional guidance on best strategies. We’ve known the Barton’s for more than 30 years and are thrilled to having Zach and his Team looking out for us. – John Hatch
REVIEW #6 – Zach (and now Will) have been helping our family for many years; With Zach, we’ve been able to build a reasonable plan for retirement, despite our late start and general disorganization! He is personable, knowledgeable, kind, trustworthy, and direct. – erica burgett
REVIEW #7 – After my previous financial advisor retired, I spent time looking for a new one. Zachary was the clear choice. He is very smart, keeps up with the latest rules and regs, and is trustworthy and professional. – Mike Panoff
REVIEW #8 – Zach and Will are phenomenal at their job by listening and acknowledging our goals and presenting the best ways to achieve these options. Their communication is excellent and go above and beyond to answer out questions. – Elyssa
REVIEW #9 – Zach is super responsive and really knows his stuff! It is great to have a high quality financial advisor locally in town. – JD Sanford
REVIEW #10 – BFG has been crucial in creating financial stability for my family. All options and client preferences are supported. The realities of money management and investing are made simple, flexible and stable with the support of BFG. A++ – Lexstantinople 1st
REVIEW #11 – Been using Zach for over 10 years now. He help we get started on obtaining financial freedom and is a big reason why I have that now! – Zach mcgee
REVIEW #12 – Zach takes the time to really listen to my goals and explain the options. He’s always responsive to my requests. – Sandra Smith
REVIEW #13 – Zachary is highly knowledgeable and attentive to my concerns. I’m exceedingly pleased with his superior service. – Kate Burns
REVIEW #14 – Zach and his team have been very helpful putting our idle money to work! – Jeremy Sweetlamb
REVIEW #15 – He is my son, sure. But, man, did he straighten out our investments. I was impressed. – Cyndy Slovak-Barton
REVIEW #16 – Zach and Team are great, they provide excellent customer service!! – Gregory Reeves
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