2 Best Gold IRA Investment Companies Near Me in Smyrna, TN – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Wealth Legacy Planners
ADDRESS: 9 N Lowry St, Smyrna, TN 37167, United States
NUMBER: +1 615-267-0036
SERVICES: Registered Investment Adviser, Retirement Strategy, Account Access, Broker Check, Brokerage Accounts, Disability Income Insurance, Dog Bites And Homeowners Insurance, Estate Conservation, Estate Strategy Managing, Financial Planning, Irs Audit, Legacy Planners, Mortgages In Retirement, Profit Sharing Plans
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 – Wealth Legacy Planners in Historic Smyrna, Tennessee. – J. C. Brooks
REVIEW #2 – I have been with legacy for 15 years they do a great job for me with my investments. – Randy Morris
REVIEW #3 – Highly recommend Brent, he truly cares and is knowledgable! – D
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Genesis Financial Planning
ADDRESS: 701 President Pl #165, Smyrna, TN 37167, United States
NUMBER: +1 615-691-3699
SERVICES: Education savings consulting, Financial planning, Home purchasing consulting, Investment advising, Retirement savings consulting, Capital Management, Insurance And Annuity, Insurance Protection, Investment Management, Portfolio Review, Retirement Planning and Wealth Management
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 – Gabe is one of the most ethical, integrity driven, and selfless people I have had the pleasure of working with. He truly cares about the people he serves and his mindset towards investment strategies aligns with me and my family 100%. If you are looking for someone who truly cares about his clients and creating a long term strategy for your wealth there is no better person I would recommend. – Jason White
REVIEW #2 – Gabe has been so helpful to me over the years. He makes it easy to talk about money, while also educating me without talking down to me. Character and integrity make all the difference when it comes to discussing/handling personal finances, Gabe has both.
He helped me with my finances when they were in a total mess, and got me back on track. He can do it all! I highly recommend Gabe if you are in need of a Financial Planner. – Melissa Farmer
REVIEW #3 – Gabe is incredibly helpful and easy to work with. He is very knowledgable, yet explains things in a clear and concise manner making it easy to understand. He is thorough, trustworthy, and it is easy to tell that he values his clients. I would highly recommend Gabe to anyone looking for a financial advisor! – Bria Williams
REVIEW #4 – Gabe has been great to work with. I am impressed with his character, integrity, and honesty. He has helped me with several areas in my finances and retirement. I have sent others to him and he has been able to help them get on the right track with their finances also. He truly cares about clients and their success. I highly recommend him to anyone. – Rich Hart
REVIEW #5 – Gabe has been wonderful to work with! He was very understanding and flexible with his schedule when he met with my husband and I. He listened to our goals and looked at our financial profile before he made any recommendations. Gabe is easy to get ahold of and treats all if his clients as if they are family. – Jen Tooley
REVIEW #6 – My husband and I are very please with the services Gabe offers. He is a hard working, honest man who is easy to talk to, especially with things he is passionate about – like finances! I’ve talked to him many times over several years with all of my questions on finances. Gabe is extremely knowledgeable on any question I’ve ever had.
We have life insurance through Gabes services and have been happy with how smooth and easy it was to meet with him and set everything up. We highly suggest working with Gabe! – Katelyn Sweeton
REVIEW #7 – Gabe is such a down to earth and good hearted, awesome guy. He is great with finances and gives practical advice. It’s obvious that he really enjoys helping people. Highly recommended! – Traveler 25
REVIEW #8 – Gabe has been absolutely wonderful to work with. He is very thorough, kind and helpful. I would never consider another financial advisor. – Alison Cross
REVIEW #9 – My wife and I were very fortunate to find Gabe years ago. He is absolutely out for his customers best interest which is hard to find in today’s market. – Marvin Whitaker
REVIEW #10 – Wes is a selfless financial advisor. He provided options specific to my families needs and helped me make an educated decision on my financial future. I’m happy to have peace of mind after working with Wes. – Tyler Lowery
REVIEW #11 – Gabe is a great guy and really helpful. I’ll never use anyone else for dealing financial matters. – Andrew Frizzell
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