3 Best Gold IRA Investment Companies Near Me in Lynchburg, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Loper Financial – Wealth Management and Retirement Planning for the Lynchburg Region and Smith Mountain Lake
ADDRESS: 121 Goldenrod Pl, Lynchburg, VA 24502, United States
NUMBER: +14342140078
SERVICES: 401(k) Rollover Specialist, Pension Plans, Portfolio Management, Registered Investment Advisor, Retirement Planning, Retirement Strategies, Financial coaching, General investment consulting, Insurance annuity investment advisement, Insurance-related financial advisement, Mutual and index fund consulting, Retirement-related financial consulting,
OFFICE HOURS
| Mon | 8:00 AM – 6:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:30 PM | |
| Wed | 8:00 AM – 6:30 PM | |
| Thu | 8:00 AM – 6:30 PM | |
| Fri | 8:00 AM – 6:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We sought out Loper Financial to set up some life insurance policies and for general financial planning advice. Abe was the consummate professional, he helped us accomplish what we set out to do and gave us advice to set us up for future success. Local financial will definitely be my go-to for matters such as this in the future. – Dammy O
REVIEW #2 – I highly recommend Abe Loper at Loper Financial. Abe truly stands out for his upstanding integrity and genuine care for his clients. He takes the time to understand individual needs and provides honest, reliable guidance that reflects his commitment to helping others succeed financially. It’s rare to find someone as dedicated and trustworthy as Abe, and I’m grateful to have him as a resource. Anyone looking for financial advice would be in great hands with him! – Josh Hafner
REVIEW #3 – Abe Loper is an exemplary member of our community. I had the pleasure of meeting Mr. Loper, for the first time, under less than ideal personal conditions a few years ago. He was welcoming, understanding, and provided the guidance necessary to move forward with my financial plans. Since that time, Abe has demonstrated complete dedication to ensuring I meet my financial goals. – Jo’Ann Benar
REVIEW #4 – Abe Loper is a man of integrity and has a heart of gold. He will put 100% of his energy to help you succeed. You will do good by going to Loper Financial. – Michael Carrier
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Servus Capital Management
ADDRESS: 1922 Graves Mill Rd, Lynchburg, VA 24502, United States
NUMBER: +14343160246
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Comprehensive Retirement Plan, Corporate Retirement Planning, Customized Financial Plans, Investment Management, Investment Options, Investment Planning, Retirement Accounts
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband has learned a lot from sitting with Alan and talking through some of his own paperwork…learning is important in understanding what you have in your hands. Thank you Alan for your patient teaching…probably good he came and not me…haha. You have a great office and a great way of talking with patients! – Esther Brisson
REVIEW #2 – We have had a great experience with Servus setting up and managing our company retirement plan. Allan has been very diligent working with our people, making sure we are all comfortable and understand our investments, as well as providing great customer service whenever anyone has a question. – Rich Roth
REVIEW #3 – I would recommend Alan Malina, (Servus Capital Management) to anyone for advice and the handling of investments. Alan is a great man with knowledge and expertise to get the job done. He is kind and great to work with. He is constantly on the job, very professional and has been a great help to me. I am 84 and trust him to handle my investment portfolio. – Kenneth Jenkins
REVIEW #4 – I’m incredibly grateful to have Allan Malina as my Investor. He not only cares about my portfolio, but genuinely cares about me as a person. He consistently looks out for my best interest, treats my goals with care, and makes me feel supported and confident along the way.
What means the most to me is knowing that I’m not just another account or number. I feel heard, valued, and truly taken care of. The dedication, patience, and thoughtful guidance he provides gives me a peace of mind knowing that I’m in good hands. I’m deeply appreciative of everything he does to protect and grow my portfolio. I wholeheartedly recommend him and Servus Capital Management to anyone looking for someone who combines professionalism with genuine care. – Mitzie Anderson
REVIEW #5 – Allan Malina at Servus Capital Management have handled our non-profit stock donations exceptionally well for more than a decade. The service has consistently been prompt, professional, and marked by top-notch, stellar customer care. Just as importantly, they operate with an extraordinary level of integrity.
Allan is wise, purpose-driven, and genuinely client-focused, in both his words and his actions. He understands that alignment of values, vision, and purpose is critical to building prosperous, legacy-minded financial outcomes.
I remain grateful and highly recommend Allan and Servus Capital Management. In a competitive market, Servus Capital Management has the exact tools, expertise, responsiveness, and long-term perspective clients need to flourish with confidence. Thanks for serving us well! – Ajay Pillai
7 Grains Planning & Investments
ADDRESS: 3708 Old Forest Rd, Lynchburg, VA 24501, United States
NUMBER: +14342335248
SERVICES: A Registered Investment Adviser, IRA Rollovers, Asset Allocation, Comprehensive Financial Planning, Employer Retirement Account, Fiduciary Services, Financial Planning And Investment Management, Investment Strategies, Pension Benefits, Pension Maximization, Retirement Planning Tax Strategy, Trust & Estate Planning, Insurance Services, Wealth Management 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 had only heard great things about 7 Grains, and our experience confirmed every one of them. As we prepare to build a home and move toward retirement, trusting someone with our finances felt scary, but their integrity and humility immediately gave us peace. Our first meeting was eye-opening and exciting to see all the creative ways to save money. Now we feel confident moving forward with no fear of surprises. We’re so grateful for 7 Grains’ expert guidance and highly recommend them to everyone. – Juli Ann bourdon
REVIEW #2 – We are getting ready for retirement, so shopped around for a financial advisor. Couldn’t be more happy we found 7 Grains. The whole team has been wonderful. They are very knowledgeable and ready to help in any way.
Cal is the best. Seems to love the numbers and making sure we are on course for a smooth retirement.
They are all so pleasant and encouraging.
I would recommend them over any large company who only care about what they can get from you. – Julie Anderson
REVIEW #3 – I can’t recommend 7 Grains enough! They have been instrumental in helping me navigate the complexities of retirement. Their wealth management strategies are top-notch, but what really set them apart for me was their detailed tax planning—it’s given me such peace of mind knowing my nest egg is being handled so efficiently. If you’re looking for true experts to help you reach the finish line with confidence, this is the place! – Charley Butcher (former)
REVIEW #4 – I’ve been a client of 7 Grains Planning and Investments for the past year, and my experience has been nothing short of excellent. As someone relatively new to the investing world, I chose 7 Grains based on a friend’s recommendation, and I’m glad I did.
One of the standout features of 7 Grains Planning & Investment is their exceptional customer service. Every time I’ve had a question or needed assistance, the support team has been prompt, knowledgeable, and courteous. They take the time to explain complex financial concepts in a way that’s easy to understand, which has been invaluable for someone like me who isn’t a financial expert. I wholeheartedly recommend 7 Grains Planning & Investments to both novice and experienced investors. Their combination of stellar performance, top-notch customer service, and a user-friendly platform make them stand out in a competitive industry. While past performance is not indicative of future results, my experience with 7 Grains has been consistently positive, and I look forward to continuing my investment journey with them. – Victor Benitez
REVIEW #5 – Working with the staff at 7 Grains Planning and Investments has been a great experience thus far. First off, we enjoy the professionalism and integrity that the entire staff display when we are in the office or contract them. We have specifically been meeting with Calvin who demonstrates an extensive knowledge of various financial investments which allows my wife and I to have a confidence and peace in our financial future. Beyond investment considerations, Calvin has worked with us to help us plan our future. He is not only interested in investing for the future, but cares about our daily budgeting and ways to enjoy our money. This is what truly sets 7 Grains apart. They sincerely want to help with the planning from small budgeting details, to saving for retirement, kids college, being generous, and giving. The staff works with you to make you feel confident in your financial future. Calvin truly has the heart of a teacher and wants those who choose to be a part of 7 Grains to have a clear understanding of their financial future. They are an amazing organization and my wife and I highly recommend them. – Paul R Messerly
REVIEW #6 – My husband and I were looking for a financial advisor after we had some changes in our life, including getting two foster kiddos and me getting on disability. We were unsure if we would even be able to afford a financial advisor due to our limited income. They have changed our lives for the better! They provided some resources that have completely changed the way we see and handle our money. We were treated so well and with the most respect. We highly recommend them for any financial assistance you could need! – Julissa Elaine Stock
REVIEW #7 – What a fantastic group of people working with 7 Grains Planning & Investments. I have known Jeff and Cal for several years now and you could not ask for a better firm to look after and grow your financial wealth. They are always on top of what is going on with the investments that we have with them and I am always looking forward as a part of my “Purpose” to share this trustworthy Company with others that I meet along the way. We feel that our investments are safe and will continue to grow; so do yourself a favor and contact them; you will not be disappointed. – Albert Finch
REVIEW #8 – My mother has been with Jeff for many years – long before he founded 7 Grains. They have always treated her like family and have done an outstanding job managing her wealth. She will never have to worry about finances and being able to afford her care. We are grateful to have the whole team on her side! – patti sinning
REVIEW #9 – As a mortgage broker it is crucial to work with excellent partners! I recently worked with 7 Grain to help a mutual client get approved for their home purchase – the team at 7 Grains is intelligent, kind, and speedy quick to get documents over! Top level communicators with good attitudes! – Josh Montgomery
REVIEW #10 – 7 Grains
Where do you start? I wish 7 Grains was around when I first started investing.
The 7 Grains Financial Planners are always kind and display a wealth of knowledge about our investments while portraying a wonderful attitude focused on my needs! Life is not always about our portfolio, and how the market goes, but having been with 7 Grains from the very beginning it encourages me to know that they are always looking out for my best interest. Thank you for all your kind support.
This year 7 Grains provided a great Christmas gathering at their office with a very personnel touch. This time mingling with other investors getting to know one another was very enjoyable and I personally want to thank the entire staff and their families for the sacrifice that made this event a success.
In short, we love the 7 Grains staff, Jeff, Leanne and Cal. – Russell Noll
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