3 Best Gold IRA Investment Companies Near Me in Broken Arrow, OK – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Hall Wealth Management
ADDRESS: 110 S Main St Ste 203, Broken Arrow, OK 74012, United States
NUMBER: +1 918-998-3430
SERVICES: Comprehensive Financial Planning, Design Investment, Financial Advisor, Investment Advisor, Investment Advisory Services, Investment Management, Investment Plans, Managed Accounts, Qualified Plans (I.e. 401k, Simple Ira, Sep Ira), Real Estate Investment, Retirement And Estate Planning, Rollovers
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 – Kevin is the best. He’s here to help people, I can call him 24/7 and he’s always there to listen and guide me on my financial path. I highly recommend! – Mark McGuire
REVIEW #2 – Kevin is a great man willing to help you meet your financial goals. I highly recommend him to help you with your financial planning. – Ernie Trujillo
REVIEW #3 – Kevin is not only great a managing money; he is very attentive and has great customer service! – Will & Steph Cleveland
REVIEW #4 – Kevin is a dedicate advisor and always willing to assist with questions and concerns. – Cindy Atchley
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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
Edward Jones – Financial Advisor: Nicholas D Pardon, AAMS®|CRPC™|CRPS™
ADDRESS: 819 W Kenosha St, Broken Arrow, OK 74012, United States
NUMBER: +1 918-251-7940
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Nick Pardon at Edward Jones is outstanding. He takes the time to listen, explains everything clearly, and genuinely cares about helping you reach your financial goals. Professional, trustworthy, and easy to work with—highly recommend! – Ironwoodtreeco
REVIEW #2 – Nick has become a dear friend, more so now than before, to me, because of the character and standards he holds himself to. I am absolutely clueless to financial knowledge, but Nick’s sincere patience to get you on the right track, for you and not his wallet, is beyond great! I have an LLC and his vast knowledge is astounding! He is up to date on every angle and will not steer you in the wrong direction! I have complete faith in his ability to set up your future for success! – Shaun Schafer
REVIEW #3 – Highly recommend Nick and Edward Jones financial. He took the time to listen to my goals and custom tailored an investment plan for me. If you’re looking for someone that will actually listen to you and your goals, go see Nick. – Adam Young
REVIEW #4 – Nicholas is very knowledgeable about saving and investing. He is a wealth of knowledge for those about to retire, great resource! Contact Nicholas for your investment needs. – Jessica Adamson
REVIEW #5 – If you are looking for someone who is willing to help you from start to finish Nicholas is the guy to go to! He is very friendly and educated in his field. – Jenny Neri
REVIEW #6 – Nicholas Pardon is super helpful and easy to communicate with. My family and I have experienced some great returns working with him at Edward Jones. – Whitney Cole
REVIEW #7 – Nick took the time to educate me on how to achieve my retirement goals. Since then we have become good friends. Highly recommend – Brian Dean
REVIEW #8 – Nick is extremely knowledgeable in investments and truly cares about his clients. I highly recommend him as your Financial Advisor! – Nora Hogue (Tulsa Realtor)
REVIEW #9 – He did a fantastic job! Made everything very easy to understand and put together a great financial plan moving forward. Definitely look forward to working them him and his team for years to come! – Chad Rice
REVIEW #10 – Nicholas is a true professional! I feel comfortable sending any of my family and friends to work with him. – Shona Welch
REVIEW #11 – Found on Google, but he was very thorough, informative, and helpful. Definitely suggest talking to him if you have questions. – Shannon Watts
REVIEW #12 – Had the opportunity to sit down and talk with Nic about his passion and philosophy of customer service. Working in the aging services field, I really do appreciate his integrity and approach toward those needing financial guidance and assistance. Here are a couple of specific points I took away from our conversation:
* Nic goes beyond just meeting and communicating with his clients. He takes the time to mutually attend meetings with their attorneys, CPA’s, and other professionals who play a part in his client’s financial well-being.
* The relationships that Nic builds with his clients takes precedent to their business. It’s easy to just “talk numbers”, but it takes patience and a real listening ear to hear the stories behind the needs. – Jeromy Ray
REVIEW #13 – Very thoughtful authentic adviser
I knew nothing about rolling over my 401k or my financial options. Nick walked me through the entire process taking extra time to explain the things I wasn’t familiar with. He has already updated me on our progress and makes it a goal to touch base quarterly.
He’s definitely not a hands off adviser. Previously I just got a paper statement periodically from my advisers with another company, this is much more comprehensive and I have a say so in where my money goes as well as someone that will work with me and guide me through what the market is doing and our long term outcome expectations. I feel so much more confident about planning for my retirement.
Definitely visit with Nick if you need financial advising or if you aren’t getting this level of service from your current adviser. – Amanda Wiedower
Villines Wealth Management
ADDRESS: 1709 West Granger St N, Broken Arrow, OK 74012, United States
NUMBER: +1 918-877-9099
SERVICES: Financial planning, Investment advising and Retirement savings consulting
OFFICE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Scott Villines is my client, but as I get to know him, his depth of knowledge in the financial world keeps on impressing me. I highly recommend him. He’s down to earth, wants to see individuals succeed in their business so it’s a no-brainer that his approach to his clientele can be anything less. His passion for bringing wealth to his clients is evident. In my relationship to him and the people he networks with, his skill set is an invaluable asset. – Tony Ruiz
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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
