3 Best Gold IRA Investment Companies Near Me in Federal Way, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Sam Shakhramanov
ADDRESS: 33600 6th Ave S Ste 140, Federal Way, WA 98003, United States
NUMBER: +12538389595
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We can’t say enough about the excellent counsel and professional advice we received from Sam. His genuine concern for our family’s welfare, and caring, thoughtful approach to our financial planning is what impressed us most. Sam’s quality of service is above and beyond what we’ve experienced. We felt extremely comfortable and never felt pressured to do anything or judged. The best part about working with Sam is the personal connection: during our interactions, we always felt that we were more than just another client. Without reservation, we’ve enthusiastically recommended his services to our close friends and relatives. – Sarai King
REVIEW #2 – Sam has been our advisor for a few years now and I can’t recommend him and his team enough. His thoughtful explanation of the financial world makes it very easy for us to understand. I can’t imagine what its like trying to navigate that complicated world. We are so thankful to have him helping us with our money and future! Go see him, you won’t be disappointed. – Bradlee Haley
REVIEW #3 – This is an excerpt from a thank you letter I recently sent to Sam. It sums up his approach to his business…I just wanted to reach out and say thank you for all of your help and support with the WA Cares. Without you I would be at the mercy of the state and not taking ahold of my own future…With you it is not just about money it is about life. I am so happy you are our “life” advisor…Sam has helped us take charge of our accounts, plan for retirement, kids college tuition, first cars, weddings and expenses that we would have never thought to plan for now. We are so happy to be working with him and Edward Jones. I couldn’t recommend someone more highly than Sam for a financial advisor. – Ian Conley
REVIEW #4 – Sam is a natural listener and teacher, and that’s what I love about his work so much! No questions left unanswered. I always walk away with such a thorough understanding of the “game plan” if you will. You want an advisor with a passion for learning and sharing and the value of giving. That’s what you get with Sam! He gains because he gives so much in so many ways. I could go on but suffice to say that he’s earned my business for life and any referral I can give him. Thank you Sam! – Holly Frazier
REVIEW #5 – 2025: My wife, Margaret, our family, and I have been living through the ups and downs of pivoting an existing services business during COVID. I finally “kicked the corporate crazy to the curb” in January 2022 and committed to being a full time Regenerative Life, Leadership, and Business Coach.
Through it all, Sam and his incredibly empathetic and professional team of Vickey and Laura have been our trusted advisors, investment sensei, and Fractional Family CFO!
Working together over the years, we’ve built very trusting relationships and a resilient wealth portfolio and financial management foundation which has freed me up to double-down on my business and navigate through all the inevitable startup and growth twists and turns!
I could not be doing what I’m doing as a business owner without Sam and his team at Edward Jones.
As a result of our financial success and, just as importantly, HOW we have been increasing our sense of security and wealth during these incredibly uncertain times – a very holistic approach – Sam and his team have earned the trusted advisor role with our entire clan (a total of seven families)!
For those business owners leading medium to small businesses who are focused on growing their companies and looking for a smart, strategic, no-nonsense, and empathetic trusted advisor, I recommend Sam and his team without reservation!! – David Gallimore
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Edelman Financial Engines
ADDRESS: 32001 32nd Ave S Suite 330, Federal Way, WA 98001, United States
NUMBER: +12535270940
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Defined Contribution Plans, Financial Advisors, Investment Advice, Investment Advisers, Investments Plan, Legacy Planning
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 – Over the last 3-4 years, we have utilized the advice of Bruce Smith to great financial success. Our retirement experience and his sound assistance has been spot on. With his personable and likeable approach, we look forward to working with Bruce for many years to come. – Joyce
REVIEW #2 – I have managed my account for years and I did fairly well until I meet Bruce Smith at Edelman, he makes it easy to talk without feeling uneducated. His ability to explain and present open my eyes on other avenues is amazing.
I definitely recommend Mr Bruce Smith if you want to see money growth. – R C Lew
REVIEW #3 – Michael Oldenburg at Edelman Financial Engines has been my financial planner for close to 5 years now. His advice has been very valuable and he manages my retirement accounts. Very straight forward to work with. He provides the data and explains the assumptions and modeling that gives me confidence in my retirement plan so that I can execute it to my timeline. – DAVID PALOMAKI
REVIEW #4 – I am pleased with my financial support with Financial Engines and especially Bruce Smith, my advisor. He understands my financial goals and is helping me achieve them. He is always available for counsel and advise. – Pinysmile
REVIEW #5 – I have known Bruce for over 40 years and jumped at the opportunity to partner with him be our Financial Planner when I retired 2 years ago. Bruce has 4 decades of experience beginning with Merrill Lynch’s back in the day. Having a Finance based career myself, I have immense respect for his experience, logic and integrity. He provides us safety and security in our retirement while growing our nest egg in turbulent times. We are very pleased in our partnership with Bruce and EFE. – Craig Webster
Nate Driggs – Edelman Financial Engines
ADDRESS: 32001 32nd Ave S Suite 330, Federal Way, WA 98001, United States
NUMBER: +12535270940
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Defined Contribution Plans, Financial Advisors, Investment Advice, Investment Advisers, Investments Plan, Legacy Planning
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 – Nate has been a pleasure to work with at Edelman. He is a good listener about our personal goals and customizing a plan to meet those goals. He is always available for a quick call call, or to meet in person if requested. He patiently answers our numerous questions and will always provide sound advice when requested. I would highly recommend Nate to anyone looking for sound financial guidance. – Raymond Cross
REVIEW #2 – Nate is a terrific advisor. We’ve been very pleased with his handling of our accounts, his care and attention to detail, his friendly and professional demeanor, and his overall commitment to our family’s financial wellbeing. We couldn’t recommend him more highly! – Jana Hale
REVIEW #3 – Nate has been our financial advisor for the past 3-4 years for retirement planning as part of company paid benefits. He has provided us with timely advice on steps to take to prepare for retirement and how to protect our assets. Our sessions with him have greatly clarified both our financial readiness as well as timeline for retirement. – G Lim
REVIEW #4 – Nate is a competent advisor who listens carefully to your needs and doesn’t try to sell you on something you don’t need. He spelled out the cost differences between their tiers of their service, and how having a personal advisor was worth any additional price. He is kind, personable, knowledgeable, quick to respond and detailed. I am a retired Boeing person and get a discount a certain tier of their services, but chose the Personal Advisor level because of him.
I have been with him about three months. One or two email items were not completed, but one was due his staff covering for his day off.
I would recommend Nate as an advisor. – Norman Oakes
REVIEW #5 – Nate has been an outstanding financial adviser and someone I genuinely trust with the decisions that matter most. He doesn’t just manage what’s in front of him – he actively looks ahead, catches things I would have missed, and brings them to my attention before they become problems. That kind of proactive attention is rare and worth a lot.
His communication is consistently prompt and clear. Emails get answered, follow-ups happen without me having to chase, and I never feel like I’m in the dark on where things stand.
Beyond the technical side, Nate is easy to work with. Conversations are straightforward, he’s personable, and there’s a level of trust that has built naturally over time. We’re close in age, and I genuinely look forward to a long working relationship – one I expect to last until we’re both ready to retire. – Nick Arapis
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