3 Best Gold IRA Investment Companies Near Me in High Point, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Capital Choice of the Carolinas
ADDRESS: Woodlake Business Park, 1836 Eastchester Dr Ste 100, High Point, NC 27265, United States
NUMBER: +1 336-803-4318
SERVICES: Comprehensive Estate Strategy, Estate Planning, Estate Tax, Financial Literacy, Financial Planning, Registered Investment Advisor, Retirement Investment, Retirement Planning, Tax Advisor
OFFICE HOURS
| Mon | 10:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 8:00 PM | |
| Wed | 10:00 AM – 8:00 PM | |
| Thu | 10:00 AM – 8:00 PM | |
| Fri | 10:00 AM – 8:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – When I learned Capital Choice of the Carolinas was a SmartVestor Pro agency I had to get a closer look. That stamp alone says a lot about a fiduciary business. I found the business to operate above board. The advisors and associates go out of their way to help people organize their finances. I was looking to get licensed and join an agency/organization that checked the first box on my list of must haves – INTEGRITY. I spoke with several companies that wanted me to sell insurance camouflaged as an investment. Capital Choice was the agency that lit that spark for me. Determined to help people, I arise eager and rest well at night, knowing we are doing the right things to help people live financially stable and independently wealthy lives. Capital Choice is the right choice. – Julia Wall
*** MORE REVIEWS PENDING FO THIS BUSINESS ***
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Edward Jones – Financial Advisor: Whit Holbrook, CEPA®|AAMS®
ADDRESS: 820 N Elm St, High Point, NC 27262, United States
NUMBER: +1 336-875-4739
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Whit has been nothing but kind, supportive and helpful since I started working with him several months ago. As a young investor, I appreciate his honesty and patience with me as I’m learning how to better my future with investments. He answers every question I have and really helps me to understand things I’m unsure of. I 10 out of 10 recommend his services with Edward Jones. Best decision I ever made working with Whit! You won’t be disappointed! – Carrie Raines
REVIEW #2 – Whit is wonderful to work with. He knows what he is talking about and is very helpful in finding solutions that fit your individual needs. As a small business owner, Whit has helped me tremendously in offering retirement savings plans for myself and my employees. Aggie is also fantastic and extremely organized. I wouldn’t take my investments anywhere else! – Emily Lugo
REVIEW #3 – Whit is a genuinely caring man that whole heartedly has his client’s best interest in mind. He is personal and focuses on the client’s comfort above all else. He truly understands that he is working with people’s goals, memories, and often emotions over simply their money. I would recommend him to anyone with any financial needs or questions! – Kandace Perryman
REVIEW #4 – Whit has been a huge asset to me and my family over the years. His education about finances has changed my views on money. As a small business owner its nice to receive honest valuable financial advice. I am confident with his knowledge I am changing my financial future one step at a time! – Tanisha Pridgen
REVIEW #5 – Whit is extremely knowledgeable and makes investing an easy process. He is very organized and keeps you updated on your investments in a timely manner. Aggie is a wonderful asset and delight to work with as well. – Martha Bass
REVIEW #6 – Working with Edward Jones and with Whit Holbrook has been great. I’ve been with Whit for around 12 years and even with the ups and downs of the market we are way way ahead. My daughter and son-in-law are also with Whit and also very pleased. Keep up the great work Whit. – Tom Brown
REVIEW #7 – Really great guy and really great experience. Super easy going atmosphere and I felt at ease the whole time. If you’re looking for somewhere to go where you won’t be overwhelmed in an already overwhelming situation, this is the place you wanna be at right here. In the future, if I have anymore questions or concerns i’ll definitely be dropping by here! Whit is the bomb – Olivia Bolejack
REVIEW #8 – Great guy and very knowledgeable. Very easy to talk to and down with earth explanations about investing. – Scott Alexander
Merrill Lynch Wealth Management
ADDRESS: 501 N Main St, High Point, NC 27260, United States
NUMBER: +1 336-410-7207
SERVICES: Asset management, Financial planning, Investment advisory services, Investment management and Investment strategy
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 – The moment I met with AJ Montesa to address my financial security for retirement and beyond I left knowing that I would be taken care of. He assessed my needs with pertinent questions pertaining to my personal financial goals. We meet periodically to go over my goals and make sure that they are being obtained. I have received very knowledgeable financial advice when times have been good as well as in a very volatile market. If you want to make your financial goals a reality, I highly recommend AJ Montesa with Merrill Lynch. He puts your best interest First! – Christine Mesquiti
*** MORE REVIEWS PENDING FO THIS BUSINESS ***
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