3 Best Gold IRA Investment Companies Near Me in Concord, NH – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Valpey Financial Services
ADDRESS: 100 N Main St #500, Concord, NH 03301, United States
NUMBER: +1 603-856-7945
SERVICES: Disability Income Insurance, Employer Retirement Plan, Estate Planning, Financial Advisory Services, Financial Planning And Investment Management, Investment Strategies, Life Insurance, Pension Plan, Retirement And Investment 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 – Ron helped my wife and I plan for retirement and is now managing my brother-in-law’s investments. He is a genuine fiduciary who puts his clients’ interests ahead of his own. He and the people in his office, Vickie and Kristen, are a pleasure to work with. I wholeheartedly recommend him to anyone who is looking for a financial advisor. – Peter Marsh
REVIEW #2 – Ron is a great resource to help you plan for retirement. He has a large depth of knowledge about a variety of different situations. He is interested in helping you plan and succeed instead of trying to sell you financial products. He is a trustworthy resource for your future self. – B R
REVIEW #3 – Valpey Financial Services has been my advisor for the past 18 years. Ron’s advice has always been perfect for my needs and the service is outstanding! The values and philosophy of the organization are top notch! I highly recommend Ron and his team for excellence in financial services. – Paul Wilson
REVIEW #4 – Ron has been handling our financials for a number of years ( successfully ) He has always had our complete Trust , Confidence, and Respect. We have known Ron for quite a few years. – frank Partridge
REVIEW #5 – Valpey Financial Services is a great company to work with. They are detailed, professional, and care about your future. Steve is easy to work with and he explains everything so the novice can understand the best option for them. Interaction with all the employees is pleasant and you feel at ease with them all. Highly recommend this company to assist you with your financial plans.
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Davis Wealth Management
ADDRESS: 10 Fayette St, Concord, NH 03301, United States
NUMBER: +1 603-715-2335
SERVICES: Financial Panning, Investment Accounts, Investment Advice, Insurance, Retirement Account, Retirement Investment Planning, Retirement Planning, Retirement Savings, Retirement Tax Planning, Retirement estate planning, Retirement income planning, Retirement investment 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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – If you are looking for a financial advisor near Concord, NH I strongly recommend Davis Wealth Management. They are truly experts when it comes to retirement planning services such as, retirement income planning, retirement investment planning, money management, retirement estate planning, lifestyle planning and more. They have worked with me to come up with a plan that fits me and my families needs. Most importantly they really care about you as a customer by treating you like an extension of their family. – Christopher Mitchell
REVIEW #2 – The Davis Wealth Management team is great! They have a sincere interest in ensuring my families retirement and financial planning is always on track. They truly listen and always consider your feedback, concerns and look for options that you feel comfortable with! Theres plenty of parking, a professional atmosphere and you’re always greated like family. I can’t say enough of the superior service and financial consultation provided. 5 Stars and would give 10 if possible! Trust me, You won’t be disappointed. Retiring is on my roadmap for 60! – Donald Bourque
REVIEW #3 – The Davis Wealth Management Team are wonderful to work with. They are available and always willing to help me. I feel that they know and understand me, and they make you feel like part of their family. I continue to be very happy with my portfolio’s performance each year! – Liza Bradley
REVIEW #4 – My husband and I have been using Davis Wealth Management for over 5 years and we couldn’t be happier! If you are looking for a financial advisor near Concord NH to help with retirement planning services I strongly recommend. They are a family run business who truly cares about their customers and takes the time to find the right retirement plan services for you. We use them to help with retirement investment planning, retirement income planning, and retirement insurance planning. Will most likely use them for more down the road! – Lindsey Mitchell
REVIEW #5 – We have been extremely pleased with the knowledge and care that everyone displays to all. Their friendly environment supports their conscientious treatment with all our questions. When we are looking to expand our investments they are always there to explain our options and share their views as well as their concerns.
We feel they have our best interests in the forefront of every investment. – Bev Stratton
The Abbott Bennett Group LLC
ADDRESS: 41 S Main St, Concord, NH 03301, United States
NUMBER: +1 603-224-6969
SERVICES: College Planning, Estate Manage, Estate Planning, Insurance Strategy, Private Wealth Management, Retirement Estate,, Retirement Income Solutions, Retirement Planning, Retirement Planning Solutions, Tax 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Met Mike and Chris at a retirement planning overview. My wife and I are approaching retirement age but didn’t think it would be possible. Working with Mike and Chris, we have already made strides in our savings, protected what we already have from losses and gained a much better understanding of where we are and when we may be able to retire.
They are both straight forward and tell it like it is. They both also explain the concepts in terms the average person who isn’t a financial wizard can understand.
Highly recommend them. – Gregg Shirley
REVIEW #2 – I had an excellent experience working with Abbott Bennet Group. Chris and Tyler were both incredibly knowledgeable, patient, and genuinely focused on helping me find the right investment for my specific goals. They took the time to explain my options clearly, answered all of my questions, and made the entire process feel easy and personalized rather than overwhelming.
I truly felt like they had my best interests at heart every step of the way. If you’re looking for a financial consulting team that is professional, trustworthy, and client-focused, I highly recommend Abbott Bennet Group—especially Chris and Tyler. – Cori Carbonneau
REVIEW #3 – We have been working with Mike and Chris from the time they started the company. They are very knowledgeable and straightforward when we ask questions and they explain things so that we can understand it. They always have our best interest in mind when choosing the right path/policy for us. We have worked with Renee, the office manager, and she is always so professional and helpful.
We would recommend this group to anyone. – Donna Cummings
REVIEW #4 – Mike and Chris genuinely care about the people they work with and that’s something you don’t always find in the financial world. I attended their retirement classes and it was one of the best decisions I’ve made. Mike and Chris did an amazing job and the sessions were informative, well-organized, and engaging. They made topics that can feel overwhelming really easy to understand and apply. If you’re planning for retirement or need any financial guidance from people who truly have your best interests, I’d highly recommend Mike and Chris. – Sidney Roberge
REVIEW #5 – Mike and Chris are so amazing. We went to them for some financial planning but they are helping us with so much more. I am so much more confident with my future retirement plans. They make you feel like family…such a warm and inviting atmosphere. If you are looking for advice for your future they are the ones you should choose. – Denise Sullivan
REVIEW #6 – I met Chris and Mike at a retirement seminar at SNHU. The presentation was so good that time just flew by. We were doing a lot of the things they covered, but a few that blew our minds.
We scheduled a meeting with them to address those specific areas. They are genuinely nice people who care about their clients. We love Rene who greets us with care each time we visit too.
Even if you are doing everything to protect the nest egg, a good review with Chris and Mike might be helpful to you. – Debra Stitt
REVIEW #7 – Like many people, I approached retirement with both excitement and anxiety. With limited funds, I didn’t think it would be worth scheduling a meeting with a financial advisor. I couldn’t have been more wrong. Mike and Chris not only helped me plan for a comfortable retirement but also showed me how to make the most of what I had. Chris was always available to answer my questions and never made me feel like I was inconveniencing him. After two meetings, my anxiety and stress were completely gone. Mike and Chris treated me like family—who could I trust more? – Jane Weisberg
REVIEW #8 – My parents asked me to post their sentiments regarding ABG: “We’re so happy that we decided to attend a brunch put on by ABG back in 2019. After deciding to entrust our retirement savings to Mike and Chris, it has proven to be financially beneficial to us, and they have helped us form a family trust as further protection. Their personal relationship with their clients is top notch. They always get back to us and meet with us whenever needed. We feel very confident that they are looking out for our best interests for a better financial future. Thanks to Mike, Chris, and Rene for all their help! Joanne and Tom Langlais – Johnathan Langlais
REVIEW #9 – I was getting ready to retire and wanted to find someone to help me navigate the process of investing retirement income prioritizing Capital preservation. I did extensive research into investment firms in my area on the Internet and used chat gpt to help with that process and chat gpt recommended Abbott Bennett as it said they would best suit my needs. So set up an appointment with Mike Abbott and he went over my options and got me into a investment plan that fit my needs perfectly. He helped me fill out all my retirement paperwork related to my pension and annuity. Which was awesome because it would of taken me hours of frustration if I did it myself. Lol. He is also linking the retirement accounts to my will and trust which is great as I honestly hadn’t thought it through to that point yet. Extremely happy with the job Mike and Abbott Bennett have done. Would definitely recommend. Dan. – D Dlo
REVIEW #10 – We wholeheartedly recommend Mike Abbott and Chris Bennett of the Abbott Bennett Group for anyone seeking a clear and confident path to early retirement. Working with them felt less like engaging with financial advisors and more like partnering with two dedicated individuals who genuinely care about our future.
From the very beginning, Mike and Chris made the process seamless. They attentively listened to our priorities, the life we envision, and our concerns. They never rushed us or treated us like just another client. Instead, they crafted a thoughtful, personalized, and achievable plan tailored to our goals.
What truly impressed us was their genuine commitment. They regularly checked in, explained complex concepts in an understandable way, and celebrated every milestone with us. They helped us identify opportunities we might have overlooked and empowered us to make confident decisions supporting the life we desire. Thanks to their expert guidance, early retirement is not a dream, it has become a reality.
We are deeply grateful for all that Mike and Chris have done, and when they are unavailable, Renee is always ready to assist. If you want advisors who blend expertise with heartfelt care, we highly recommend the Abbott Bennett Group. – Roger
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