3 Best Gold IRA Investment Companies Near Me in Gastonia, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account

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Wilson Financial Group

ADDRESS: 520 S New Hope Rd, Gastonia, NC 28054, United States

NUMBER: +1 704-864-9404

SERVICES: Retirement Planning, Estate planning, Financial planning, Investment advising, Financial Strategy, Investment Research, Investment Strategy, Risk Management and Wealth Management

OFFICE HOURS

Mon9:00 AM – 5:00 PM 
Tue9:00 AM – 5:00 PM 
Wed9:00 AM – 5:00 PM 
Thu9:00 AM – 5:00 PM 
Fri9:00 AM – 12:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – I have been a client at Wilson Financial Group for a number of years now. They are very professional and always keep me updated with the economy changes and how they could affect my finances. I appreciate them caring about my future and wanting the best for me. Thank you Garrett for helping me to set my goals as to insure a better retirement for myself!! – Kim Harris

REVIEW #2 – I have known Les for many years. I went to him after making some poorly informed life insurance decisions with another company. Les is a very bright, hard-working, ethical professional who has always put my best interests first. – Daniel Cotter

REVIEW #3 – Les guided me through some difficult waters. He has always just been a phone call away, Thank you Les for all your time and support. – Chip Thompson

REVIEW #4 – My advisor was able to answer all my questions and came up with a plan that satisfied my needs. Thanks, Garrett Wilson for your knowledge and Professionalism. – johgilreath

REVIEW #5 – Les has continued to make my investments better with sound financial strategies and advice. – Kevin Allran

REVIEW #6 – Very knowledgeable team. They helped us develop our retirement plan. – Angie Alexander

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Conner Financial Group, LLC

ADDRESS: 3302 S New Hope Rd STE 100D, Gastonia, NC 28056, United States

NUMBER: +1 704-869-8102

OFFICE HOURS

Mon9:00 AM – 5:00 PM 
Tue9:00 AM – 5:00 PM 
Wed9:00 AM – 5:00 PM 
Thu9:00 AM – 5:00 PM 
Fri9:00 AM – 12:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Mr. Conner’s kind gentle demeanor was not only reassuring but prompted a trust and my mom always felt David had her best interest at heart and spent many hours just talking with her calming her down and made it more than a business relationship. I now plan on using David if we can work it all out as I return to NC. Comes from a great family too. – Terry McCurry

REVIEW #2 – He really has your best interest in mind. – LJ B

REVIEW #3 – I went to the Gaston County Public Library to one of the meetings. Lots of helpful information. I went to Conner Financial Group for a free consultation after I attended the meeting. Everyone in the office was so nice and helpful. Mr. Conner and his associate Mr. Ratchford were super! It was time well spent and I commend this organization for helping people near retirement.
Thanks Conner Financial for all you do for the citizens of Gaston County! – Barbara Ledford

*** MORE REVIEWS PENDING FOR THIS BUSINESS ***

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OFFICE HOURS

Mon9:00 AM – 5:30 PM 
Tue9:00 AM – 5:30 PM 
Wed9:00 AM – 5:30 PM 
Thu9:00 AM – 5:30 PM 
Fri9:00 AM – 5:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Generally good service and reviews for the first several years I was with them. In the last full year I was a client, my results showed down about a percent when my personal investment accounts perform significantly better. – Joel Horwich

REVIEW #2 – Adam Queler with Bluestone Financial is a very well educated straight to point, no nonsense kind of guy. Highly Recommended – Taylor Pelzel

*** MORE REVIEWS PENDING FOR THIS BUSINESS ***

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