3 Best Gold IRA Investment Companies Near Me in Macon, GA – Retirement Planning Services
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J.L. Perkins Wealth Management
ADDRESS: 200 Northside Crossing, Macon, GA 31210, United States
NUMBER: +1 478-254-3550
DESCRIPTION FROM BUSINESS: We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. Our vision is to be the last advisor our clients ever need…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Best decision I ever made. Lee and his staff are competent, courteous, concerned and committed to all of their clients. You can trust them and take their advice to stop worrying and start making memories while enjoying retirement! – Joey Kinard
REVIEW #2 – I’m new but impressed with all the support I have received – Allen Waters
REVIEW #3 – It has been great working with Lee Perkins and his team! – Jason Lueger
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Security First Asset Management
ADDRESS: 4875 Riverside Dr Suite 110, Macon, GA 31210, United States
NUMBER: +1 888-417-6278
DESCRIPTION FROM BUSINESS:
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been clients of SFAM for many years and are extremely satisfied with their services. Daniel NeSmith and his staff always make us feel warm and welcome. Very professional, knowledgeable and trustworthy. They go above and beyond to make sure you are informed and feel comfortable in your decision making. If you’re looking to invest I highly recommend the folks at Security First for all your financial needs. – Helga Leahy
REVIEW #2 – We continue to get prompt, efficient, and Good direction with All the changes going on around us and how they apply to our financial plan and goals. I always have many things/questions to discuss and the Security 1st team provide the knowledge or obtain it. I am Very Blessed with Security 1st team and All their Clients. – Ronald Hoppel
REVIEW #3 – My wife and I have truly been blessed by the service we receive from SFAM. They are great people and a pleasure to work with in addressing our financial needs. – Charlie Wallace
REVIEW #4 – Daniel NeSmith, the owner, has a big heart for people and places great service first. He has an all star team who reflect his ethos of a people driven wealth management where they want to see their clients thrive financially with peace of mind. He advises with the heart of a heart of a teacher where knowledge equals confidence for his clients. From the moment you step into the office until a customer plan is presented and executed respectful southern hospitality is warmly felt by each person. – Michael Collins
REVIEW #5 – I only have positive things to say. Everyone is treated like family. I feel confident in the management of my accounts and appreciate how everyone is always ready to assist. I highly recommend Security First Asset Management. – Wanda Smith
REVIEW #6 – Wonderful group of people with whom I highly recommend and trust with my legal and financial investments. All around great business with the efficiency and thoroughness that meets your standards. – Lindsay Warren
REVIEW #7 – Chad reviewed all my investments and provided suggestions. Always enjoy the staff at Security First. – Linda Brickley
REVIEW #8 – Daniel and his Staff are always available to discuss present and Future financial issues! – Vicki Blevens
REVIEW #9 – Security First has been my choice for safe, secure and profitable investments for years. I started out with a mish-mash of investment platforms that only led to confusion and difficult management.
I attended several informational seminars, hosted by Security First, and found exactly what I was looking for. Their team of consultants set about the transfer and reallocation of my diverse holdings. They offered me new products that secured my investments, built retirement funds and gave me peace of mind. Their focus is client driven, protecting your wealth while offering numerous seminars to broaden market awareness of its investors.
Am I satisfied, you bet! I have never felt more welcomed than when I walk into their office and am met by the cordial and professional staff.
Thanks Guys – Thomas Haynes
Christy Capital Management Inc
ADDRESS: 2939 McManus Rd, Macon, GA 31220, United States
NUMBER: +1 478-314-2160
DESCRIPTION FROM BUSINESS: Retirement doesn’t have to be a mystery. And it’s certainly not the finish line. Since 2005, we have helped thousands of people ease their uncertainty, get answers to their big questions, and start their next chapter with confidence…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | 8:00 AM – 5:00 PM | |
| Sun | 8:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Both my husband and myself have been working with Christy Capital for the past 10 years. Their services have been outstanding. They not only handle our financial interests but they are truly dedicated to knowing you as a person! They have acknowledged milestones in our lives and offered condolences at the loss of loved ones! I know our financial future is in good hands. – Marilyn Kilpatrick
REVIEW #2 – We have been with Christy Capitol for 10 years. This was the first company ever to help manage our retirement funds, both for the present and future. They have guided us well into retirement, helping us understand and make wise decisions with the money we have saved through our working years. We feel very blessed to have been associated with this company! – j d stroud
REVIEW #3 – The Christy Capital staff is outstanding. They are very diligent and attentive to specific client investment goals and needs. They are responsive and extremely professional. Their knowledge of the investment climate and risk strategies have been extremely valuable. I highly recommend Mel and his partners. – Alan Fonseca
REVIEW #4 – My wife and I have been blessed to be with Christy Capital for over 10 years. Prior to that we had tried several other advisors, but never with a since of trust that we could count on them to really know us and to advise our plans with our circumstances and desires in focus. Brandon was very patient to meet with us and help us develop our plans, even before we made a commitment to his firm. Since then we have benefitted greatly from advice, assistance and support from him, the other advisors and staff we have worked with. Before, we didn’t see a plan. But now have a clear plan and a track record that gives us confidence to make the decisions we need to make. We seek to follow our faith in Jesus and to be good stewards of what God has provided. Brandon and his staff understand that and support us with our goals, even challenging us at times to step into and live by faith. The Lord has and continues to bless us through Christy Capital! – David Meriwether
REVIEW #5 – I have been dealing with Mel at Christy Capital for over 8 years now. He takes good care of my retirement account and keeps me informed of any changes that I may need make to keep my account performing at peak efficiency. Mel, Hampton and Lisa are all quick to answer any questions we may have. And are invaluable to helping us accomplish transfers and withdrawals. – Robert Palestina
REVIEW #6 – We have used Christy Capital before Brandon Christy established his company. We have been grateful for advice in establishing and reviewing all our financial requirements. The staff is knowledgeable in all areas of creating and managing our accounts. We recommend all in need of financial service to take the time and check with this company for honest advice in the complex world of financial development and management. – Jeanette Overstreet
REVIEW #7 – As a former financial advisor, I’m careful about whom I trust with our financial future. Christy Capital has consistently demonstrated integrity, clear communication, and a thoughtful approach to planning. We feel confident and supported every step of the way. Highly recommend. – Dave
REVIEW #8 – The financial planners at Christy do a great job. I’ve been with them now about 10 years. They pay attention to what is important to me in the companies I invest in and the values I want in those companies. My returns are very good. – Charlie McAllister
REVIEW #9 – I am very happy with Christy Capital Management Inc. I don’t worry about stock fluctuations because I trust that they know what they’re doing and have my best interests at heart. I am regularly advised on how my investments are doing. They are readily responsive to my questions, needs, and concerns.
Recently I was a victim of a scam and I notified my financial advisor and he immediately froze up my retirement account, saving me from what could have been a devastating loss for me.
I am very grateful for Christy Capital Management. – lois gross
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