3 Best Gold IRA Investment Companies Near Me in Liberty, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Spencer Financial Services Inc
ADDRESS: 1135 W Kansas St, Liberty, MO 64068, United States
NUMBER: +1 816-792-8772
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investment, Defined Benefit Plans, Investment Advisory Services, Investment Solutions, Investment Strategies, Retirement Accounts, Retirement Investment, Retirement Plan Advisors, Retirement Savings
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – If you are looking for someone who can turn the often daunting world of finance into a warm, welcoming, and truly human experience, look no further than Stevie Green at Spencer Financial. Stevie’s humanizing presence is nothing short of remarkable. From the moment you step into her office, you are enveloped in an atmosphere of genuine care and attentiveness. Her extraordinary ability to connect with clients on a personal level transforms each interaction into a conversation with a trusted friend. She excels at demystifying complex financial concepts, making them easy to understand and ensuring that you feel confident and informed every step of the way.
Stevie’s commitment to her clients’ well-being is evident in every aspect of her work. She goes above and beyond to tailor her services to meet the specific needs and goals of each individual, leaving no stone unturned. Her proactive approach and keen attention to detail provide peace of mind that your financial future is in the best possible hands. Beyond her professional expertise, Stevie’s warmth and kindness make her a joy to work with. Her genuine enthusiasm for helping others shines through in everything she does, creating a positive and uplifting experience. With Stevie Green at Spencer Financial, you not only gain a skilled financial advisor but also a dedicated ally who truly cares about your success and happiness. Highly recommended! – Michael Russell
REVIEW #2 – Stevie is a phenomenal financial advisor. She truly cares about her clients. Very impressed with how much effort she puts in and how hard she works to help others. – kelisen molloy
REVIEW #3 – They have been managing my money for years. Always been happy and had good returns. – Matt Reid
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White Sand Wealth Management
ADDRESS: 131 S Water St, Liberty, MO 64068, United States
NUMBER: +1 816-429-6743
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investment Strategy, Employer Retirement Services, Investment Management, Retirement Planning Solutions, Retirement Tax 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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Best decision we made working with this team! The retirement plan they put together with us more than 5 years ago has held the same confidence level of reaching our goals in the time we are hoping for. They have so many resources! Trust factor is very high, they have managed our money very well! – Debbie
REVIEW #2 – Kelly and Jake ARE amazing!!! My kiddos wanted to open a Roth IRA (of course their friends told them to do so) and I called Kelly and set up an appointment with her and I was so impressed. From the beginning, the location and building are AMAZING, fresh and easy to access. Next, we were greeted and immediately taken care of with all of our dumb questions. Jake and Kelly are so fabulous and I am certain the entire company are nothing less than impressive, professional, smart and overall just wonderful. Thank you, Kelly and Jake for being so great!!! – Julie Maupin
REVIEW #3 – A quick Shout Out and Thank You to both Kelly and AJ. They were both instrumental in setting up our latest Financial Plan. We would be lost without you two!!! – Rob McKee
REVIEW #4 – Joel has been handling my family’s investments for many years. I begin my investment relationship with Joel after being introduced by by father.
,When Joel created, White Sand Wealth Management, I followed with my investments and am still connected deeply with Joel and his wonderful team members.
It gives me peace of mind, knowing that my money is well taken care of, investments are not my forte, so I am fortunate to have him in my corner to take that responsibility off my shoulders.
As the market always does, rises and falls, I am glad they take advantage of the upswings, always keeping me in the loop, letting me know what their thoughts are and what they advise. This has helped build my investments!
Yes, the market is down now, but I am thankful Joel and the White Sand’s investment group lowered my risks before this all happened and my loss is by far less than it could have been.
I keep telling myself that’s what the stock market does, stay on board, it can’t always go up, but when it does, it makes me happy to know they are there to take advantage of it and protect me on the dips. – Susan Noeller
REVIEW #5 – The White Sands team is informative, responsive, and deeply connected with their customers. Their professional yet casual style sets them apart. Joel and his team take extra care in understanding your family’s goals so you can make the most informed decisions on your finances. I recommend White Sands to all of my family and friends! – Alex Spellman
REVIEW #6 – I am confident my investments are wisely dispersed with the least amount of negative impact during this awful market. WSWM is comprised of highly knowledgeable financial advisors who monitor each client with a personal conviction and determination to ensure monetary success. What more can you ask for? – Susie Blair
REVIEW #7 – I strongly recommend White Sand Wealth. Great service from an experienced and pleasant staff. – Frances White
REVIEW #8 – I read ( with interest ) every “ message in a bottle “. We appreciate the current updates from White Sand, a knowledgeable team that works for the mutual benefit. – John Hulen
Ehler Financial Group
ADDRESS: 1528 NE 96th St A, Liberty, MO 64068, United States
NUMBER: +1 816-436-0106
SERVICES: Education savings consulting, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Brokerage Services, Investment Advisory Services
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 – We’ve had a wonderful experience working with Aaron at Ehler Financial Group. We originally connected with him several years ago through Dave Ramsey’s SmartVestor program, and he has been a patient, proactive, and knowledgeable guide throughout our financial journey. Aaron takes the time to understand our goals, explain our options clearly, and provide guidance that aligns with both Dave Ramsey’s principles and our personal financial beliefs. We truly appreciate his commitment to helping families build financial confidence and would highly recommend him to anyone looking for thoughtful, trustworthy financial planning support. – Liz Schmidt
REVIEW #2 – Working with Aaron and John has completely changed how we view our financial future. Before meeting John and Aaron, We felt overwhelmed planning for retirement. They took the time to listen patiently, explained complex strategies in plain English, and built a tailored plan that actually worked. What I appreciate most is their responsiveness and transparency—we always feel like a priority, not just an account number. We finally have complete peace of mind about our financial future and highly recommend them. We have worked with Ehler Financial Group for 12 years and in that brief time they guided us to a great retirement. – Ron Richards
REVIEW #3 – In 2012 Ehler Financial Group was recommended by the Dave Ramsey Program. We started working with John Ehler and later with Aaron Froehlich in 2012 regarding our financial planning and saving for our retirement. We have been very pleased with their services! They guided us through some financial/investment concerns and we are happy with their advice. They are very timely in their response and follow through. I recommend Ehler Financial Group, especially to anyone planning for retirement. – Ron & Anita Simon
REVIEW #4 – Ehler Financial Group earns ten stars! Having stress free conversations about my long term financial plan makes me feel so confident when I’m hesitant by myself.
I appreciate that Aaron has created a relationship where I feel safe and supported. The service and peace of mind that I have now is priceless. – Amy Hanson
REVIEW #5 – A true SmartVestor – the heart of a teacher! Clear communication about our prospective future, always answers all my questions and never condescending, also gracious when I had my 3 small children there with me! We went to other places before and I’m grateful to have found someone trustworthy 7 years ago. They go above and beyond. I cannot say enough good things! – J S
REVIEW #6 – Aaron at Ehler Financial Group is very knowledgeable and helpful in guiding us through our investment strategies. It has been a pleasure getting to know him. My only regret is not finding him sooner! – Jim Bascue
REVIEW #7 – My wife and I have had the privilege of working with Aaron Froehlich at Ehler Financial Group and it has been a great blessing to us and our family. Aaron has taken the time to get to know us and our financial and family goals so that we can develop a financial plan that will enable us to meet our goals and enjoy the process. He has taught us about the best investment vehicles we can utilize to leave a legacy of blessing for our family and our community. We would highly recommend Aaron to anyone who needs help better understanding their finances and the options available for success with your money. He has a wealth of wisdom and truly cares about the prosperity and health of his clients. – Seth Farrell
REVIEW #8 – I have had a fantastic experience with Aaron at Ehler Financial Group. Not only is he incredibly knowledgeable, but his trustworthiness sets him apart. His guidance has been invaluable, and I highly recommend his services to anyone seeking financial expertise. – Anna Breedlove
REVIEW #9 – Been working with a couple of their folks for a while now. On the investing and tax side they have handled everything and made it easy for me. – Christopher Douglas
REVIEW #10 – Gives Great advice! I wasted 15 years with another company and gave so much of my returns to them in fees! Aaron got me on a path to be debt free and once that was done got me on the right track with my investments Retirement gonna be like… 😎 – Austin Lehr
REVIEW #11 – I’ve had the pleasure of working with Aaron for the past several years, and I can confidently say that his guidance has been instrumental in helping me achieve greater financial clarity and confidence. – Ricky Jellison
REVIEW #12 – My family has been using John’s services for several years and we have been very pleased. He explains everything to you and makes sure you understand the plan. Very helpful and has always been available to answer questions – DJ DadBod
REVIEW #13 – Very helpful, and starts as a teacher not a salesman. Has provided advice for my 401k and 403b even though he makes no money for doing so. – Alex Barrett
REVIEW #14 – I met with Aaron last week. He was very understanding of my financial situation. He has the heart of a teacher. He helped me understand what my money is invested in and where it is headed. He also helped me look at my full financial picture, even things he doesn’t make commission on. What an outstanding guy in the financial world. If you have kids bring them to the meeting. Aaron is great with the random questions and off shots they bring. – John Adams
REVIEW #15 – We’ve had a great experience working with Ehler Financial (John and Aaron) for over 14 years. They are knowledgeable, professional, and genuinely take the time to understand our financial goals and needs. I really appreciate how clearly they explain different options and make the process easy to understand. Their guidance has given us greater confidence in our financial decisions and planning. I highly recommend them to anyone looking for a trustworthy and knowledgeable financial advisors. – Paula Norstuen
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