3 Best Gold IRA Investment Companies Near Me in Colonial Heights, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Fletcher E Allen, AAMS®
ADDRESS: 3522 Boulevard SUITE F, Colonial Heights, VA 23834, United States
NUMBER: +18044516592
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 can’t recommend Fletcher Allen highly enough. He truly takes the time to understand what matters most to you. My primary focus has been planning for retirement, and Fletcher has been incredibly thorough in walking me through all of my options and helping me choose the strategy that fits my goals best.
What really stands out is his communication he explains everything clearly, answers questions with patience, and makes sure I feel confident every step of the way. I never feel rushed or overwhelmed, which is so important when making big financial decisions.
His team Mikayla and Kim are just as impressive always quick to respond, incredibly welcoming, and consistently friendly. It makes the entire experience feel seamless and supportive from start to finish.
Thanks to Fletcher, I feel organized, informed, and on track to retire very well. If you’re looking for someone who is knowledgeable, attentive, and genuinely invested in your success, he’s the one to work with. – kelly skalsky
REVIEW #2 – Ive had the pleasure of dealing with Fletcher for several years now and I cant say enough about how well he does with clear communication, responsiveness and tailoring a personalized plan for my needs. He explains everything easily and makes me feel comfortable with my financial plan – Jay Gonzalez
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First Command
ADDRESS: 320 B Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834, United States
NUMBER: +18045204045
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Asset Management, Brokerage Services, Business Continuity Plans, Comprehensive Financial Plan, Education Planning, Financial Coaching, Income Planning, Individual Retirement, Investment Accounts, Investment Adviser, Investment Advisory, Management Insurance, Retirement Planning
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 – First command was an easy choice when looking for help with my financial planning. The staff helped me organize everything, in such a professional manner. I completely recommend this firm for anyone who needs help, my questions and comments were all answered in a way that I understood. Thank you! – Riley Tarnove
REVIEW #2 – I had an amazing experience here with my Financial Advisor, Kelly Conley. I was able to get a very comprehensive explanation of my personalized financial plan she put together for me. We got to set up how much I would be investing in my future, and I know exactly where all my money is going and how it works for my benefit. I am far from a financial expert, and Kelly made sure I had a clear understanding of the step to step processes. Not once did I feel lost or confused. She welcomes questions, and never got offended when I would indicate that everything sounded too good to actually be true. She would simply explain why everything works the way it does and how it works in my favor. I feel set for my future, and First Command could not have hired a better Advisor. – Aaliyah
REVIEW #3 – Kelly is an exceptional advisor who possesses a deep understanding of investment strategies. She takes the time to thoroughly explain each of my investments, breaking down complex concepts into understandable terms. Whenever I have questions, she responds promptly and with clarity, addressing my concerns in a way that helps me feel more secure in my financial decisions. Her patience and expertise make navigating the investment landscape much easier, and I truly appreciate the proactive approach she takes in keeping me informed about market trends and opportunities. – Brittany McNaughton
REVIEW #4 – Working with Laura Olliff has been a genuine pleasure. Right from the start, my wife and I could see her passion for financial planning. We were immediately put at ease due to her personable mentality and strong financial acumen. Our goals included retirement planning, bolstering our life insurance policies and more strategic budgeting. Laura was absolutely the advisor for the job! She listened to our goals and crafted a budget plan that meets our needs while still allowing us to save for future goals. We are also excited to see other members of our family benefit from her services. It’s always our joy to recommend Laura and First Command. We have true peace of mind working with them! – Ric Hatcher
REVIEW #5 – Chris has been an amazing financial advisor. From the start, I knew I was in good hands. He has kept me well informed, made it so that I understand everything I need to, and gets me where I need to be. Couldn’t recommend him enough! – Nat Howard
REVIEW #6 – I have had the extreme pleasure with working with Ms. Laura Oliff for the past few months and she has been every bit of the hype! She is truly accommodating and wants nothing but financial success for her clients. She takes the time to listen to your financial goals and helps design a plan that is conducive to your wants and needs. She is one of the best financial advisors I have ever had and it is truly evident that she enjoys her occupation! – Jeron Draine
REVIEW #7 – I have not had a more positive experience with any place like first command. Being fresh in the military and just starting to mange my own finances, Laura has helped me tremendously. They are very friendly and truly care about not only finances, but how you are doing personally. They are very encouraging and great mentors. I would 10/10 recommend anyone to first command for anyone who needs help learning how to manage their finance’s better or just want any information surrounding it. – FLASC Scholarship
REVIEW #8 – My husband and I have had a great experience with First Command. Laura Ollif consistently makes time to listen to us, answer any questions, and explain our financial options in detail. Laura is also very patient and invested in our goals. She has guided us through a plan that addresses short term savings (a budget to prepare for unforeseen emergencies), long term investments (to address long term goals such as college and retirement), and our individual life policies. I feel a lot more at peace now that our family has a solid life insurance and retirement plan that we can use to protect ourselves and our children in case of any unexpected health complications or natural disasters. Laura has helped us develop a road to success and offered us honest feedback about our spending habits. I am also grateful that First Command understands military life and is able to help us navigate our way through different PCS moves. I would recommend Laura’s services to anyone who is hoping to better organize their finances and make a plan to financially protect their future and family members. – Carrie E Nelson
First Command Financial Advisor – Lenae Nichelson
ADDRESS: 320 B Charles H Dimmock Pkwy Ste 1, Colonial Heights, VA 23834, United States
NUMBER: +18045204045
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Asset Management, Brokerage Services, Business Continuity Plans, Comprehensive Financial Plan, Education Planning, Financial Coaching, Income Planning, Individual Retirement, Investment Accounts, Investment Adviser, Investment Advisory, Management Insurance, Retirement Planning
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 – Ms. Lenae Nichelson has been our advisor for the past three years and has done an outstanding job. She is very knowledgeable about financial planning. She made several adjustments to our plan that were very beneficial to our success. I also want to highlight that she is very trustworthy. I am confident that she will provide recommendations that are most beneficial to her clients. – Roy Ray
REVIEW #2 – Lenae Nichelson provided excellent financial advice and took the time to understand my goals. She was professional, knowledgeable, and easy to work with throughout the entire process. She explained everything clearly and helped me feel confident about my financial decisions. I highly recommend Lenae to anyone looking for trustworthy financial guidance and personalized service. – Pablo andres
REVIEW #3 – Lenae is an exceptional advisor and an even better person! She has been a tremendous asset in helping us build our financial portfolio and consistently makes us feel confident and comfortable in our financial decisions. I highly recommend her to anyone looking for a trustworthy and knowledgeable financial advisor. – Brandon White
REVIEW #4 – Leane Nichelson has been my family’s financial advisor for over four years now. I have nothing but great things to say about Lenae and her professionalism, her attention to detail, her knowledge and her approach in supporting the development and execution of our financial plan to meet our financial goals. I would highly recommend Lenae to anyone who is seeking a financial advisor. – Cesar Rivera
REVIEW #5 – Lenae is awesome! First financial advisor to make me feel seen and heard. Explained everything so I could actually understand it. Talked to me not at me and answered all my questions. Highly recommend!!! – Rose Dutko
REVIEW #6 – Lenae Nichelson has been our certified financial planner and wealth management advisor, managing our transition into retirement during the past three years. She guided us through a strategy of minimizing our or exposure to taxes on required minimum distributions (RMDs) from our IRA accounts while preserving wealth and providing planned distributions. She also showed us strategies to lower market risk in our equity portfolios, better preserving recent gains. We are very happy and recommend her to anyone looking forward to a comfortable retirement, the earlier in life, the better. Ms. Nichelson is a real pro with a well deserved 5 stars from a married couple 65+. – Geoffrey Scott
REVIEW #7 – We absolutely love Lenae! She is so knowledgeable and always steers us in the right direction. Her kindness and genuine care for her clients is evident during every encounter. You won’t regret working with her. I know we haven’t! – Bethany White
REVIEW #8 – As a means of introduction-I am currently and have been with USPA/IRA-First Command since 1976. During that time I have been assigned many Financial Advisors. My approach has always been- does my Advisor have my best interest in mind or theirs. Being retired, and able to fish more- for those who do- upon catching a worthwhile fish- the term is- “this one is a KEEPER”.
Of all my financial advisors, Lenae Nickelson is a “KEEPER”.
From our first annual review meeting, starting with the understanding that I am no longer in need to increase my holdings- Lenae, listened, offered insight, and I sensed she would become a valued partner in my retirement. Lenae has always been available to assist. I leave, following our meetings, knowing she has my best benefit in mind.
First Command has been and will remain a valued part of mine and my family”s future. – PEGGY LALONDE
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