3 Best Gold IRA Investment Companies Near Me in Newport News, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Dawkins Financial
ADDRESS: 700 Tech Center Pkwy Ste 200-9, Newport News, VA 23606, United States
NUMBER: +17575309700
SERVICES: Estate Investment, Estate Planning Strategies, Financial Planning, Investment Advice, Profit Sharing Plans, Retirement Planning, Retirement Plans, Wealth Management
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 – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been an active client of Dawkins Financial for the past 8 years and have seen significant growth in my portfolio. Alan has been invaluable in my financial planning along with the estate planning for my mother. Making appointments is a simple process and can be scheduled quickly with no long delays because his calendar being “too booked”. I highly recommend Dawkins Financial! – Chuck Moore
REVIEW #2 – Dawkins Financial listens to your financial story and meets you where you are to get you to where you need to be. They truly are a sincere financial firm. Their transparency, patience, and care help you to be confident in your financial decisions and to feel safe. – Deanna Stephens
REVIEW #3 – I highly recommend meeting with Alan Dawkins. He truly looks at the whole picture and provides real-world advice and strategies tailored to your life. Unlike other advisors, Alan actually took the time to get to know me to better understand my specific needs and goals. If you want a trustworthy professional who excels at asset management and comprehensive retirement planning, Dawkins Financial is the absolute best choice. – Robert urban
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Mason & Associates, LLC
ADDRESS: 2 Bayport Wy Ste 110, Newport News, VA 23606, United States
NUMBER: +17572239898
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisor Accounts, Alternative Investments, Defined Benefit Pensions, Defined Contribution Plan, Employee Retirement System, Employer Retirement Plan, Inherited Retirement Accounts, Qualified Retirement Plans, Retirement Savings Plan
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Found Mike and the team from a radio broadcast back in 2009. I trusted them with my 401K from Newport News Shipbuilding. Mike has managed that plus guided me through a complete yearly review of my assets. As a result, I was able to retire in 2012 at 62 instead of working until 65. Ever since, he has diligently managed my portfolio. The fact that my wife and I are smaller investors compared to his other clients has not mattered. We get the same great service. We are in our 14th year of retirement and have a very secure future and a great financial plan. I wholeheartedly recommend Mike and the team at Mason and Associates for anyone who wants a caring professional to manage their investment and retirement planning. – Bill Wallace
REVIEW #2 – We have been Mason and associates clients for several years and have they are beyond competent, caring,and have completely organized our finances with a very expert eye towards increasing our wealth.
We are retired ,living comfortably, have a plan for our future needs and have our assets are expertly invested to benefit our heirs.
They are real people, not a large organization with cookie cutter plans. I can’t thank them enough and am very thankful for hearing Mike Mason on the radio so many years ago and deciding to get our act together with his help. – carol D
REVIEW #3 – Mason & Associates, LLC team is absolutely awesome. They are the most professional, knowledgable, caring, and courteous people I have ever encounter in my whole entire life. Tommy who is my advisor is among best of the best. The rest of the team is also absolutely wonderful folks whom will go extra extra extra miles to help their clients to achieve their goals. Many many thanks to Tommy, Ben, John and the rest of the team. – P Phan
REVIEW #4 – I’m a Federal CSRS retiree. I began working with Mike Mason several years before I retired in 2009. His understanding of the federal retirement system and benefits has been invaluable. Seventeen years later, I’m still with him and can honestly say his advice has always been on the money. I wish I had found him in 1970 when I was a new employee! – Gene Birocco
REVIEW #5 – Mike Mason & his team are top notch & I will forever be grateful for his caring easy attitude that helped me tremendously with some very difficult issues. Highly recommend! – LuAnn R. Masterson
REVIEW #6 – I have been working with Ken Mason for over 10 years and can honestly say he really cares about his clients! He is always available if I have any questions about my financial situation and offers very sound advice. I enjoy our yearly planning sessions as Ken is very honest and helpful about what I should, or should not, be doing to best use and preserve my financial resources. I would recommend this company to anyone but especially Federal employees because they have extensive knowledge in the Federal system and how to take maximum advantage of what is available to those employees. – Katherine Long
REVIEW #7 – My wife and I have been clients with Mason & Associates, LLC for several years. We have found their financial services and advise to be invaluable in planning and implementing our retirement goals, including, investments, spending, and tax preparation. We deal directly with John Mason and Tommy Blackburn, and have found their financial knowledge to be exceptional and top notch. Not only that, John and his team connects at a personal level, exceeding what is truly required, to ensure they understand their client’s needs and desires for financial freedom in retirement. John Mason and his team, strive continuously, to assist with the planning and implementation of financial goals to ensure their clients are meeting their financial well-being. The one-on-one attention that this company provides to its clients has been invaluable and has saved our family a substantial amount of money, while leaving us well-prepared for our future. – Fred Proctor
REVIEW #8 – We first met Ken Mason about 15 years ago at a seminar for military retirees. My husband was beginning his second career with the Federal government and I was a state employee. Retirement was not a thought at all for us. We had no funds for Ken to invest and quite a bit of debt. Ken designed a plan for us to pay down our debt so that we could then contribute the maximum to our retirement funds. Because of his excellent guidance, we were able to retire comfortably four years ago, and we are confident that we will be financially sound for the rest of our lives. We could not have done this without Mason & Associates! – FJ Delgado
REVIEW #9 – The Mason’s have served our family’s financial needs since 2014. We have worked with each member of their family and staff and never been disappointed with their service. Their knowledge of Shipyard pension, thrift plan and insurance benefits helped us establish a pre-retirement plan that set us up for success. Although we miss the social activities they are famous for since the pandemic, the Mason’s have allowed us to maintain financial stability, obtain long term care and tax advice in our retirement years. John has become our go-to guy for solid and timely advice and is always available to return an email or provide a quick tip to one of our kids. He has helped to establish and maintain an estate plan that will ensure that our heirs know exactly how to handle our affairs. We would recommend Mason and Associates to anyone looking for a trusted fiduciary financial advisor. – Stephen DeWitt
REVIEW #10 – We have been with Mason since 2013 and could not be happier with their financial planning service. Their professionalism, guidance and caring support as a fiduciary have been invaluable for us to reach our financial well-being, stability and success.
They have guided us with all of our financial needs including our wills, social security options, power of attorney documents, trust, insurance needs, long term health care and tax planning. Their client service and staff support is outstanding and always within easy reach with a phone call, text or email.
We have worked with Mike and John Mason over the years; they understand us and connect to our financial situation and personal life goals. They are always open to investment considerations; they provide examples, including detailed discussion of how ‘the numbers don’t lie’. This has allowed us to learn, grow, and move forward in a positive direction. We have not been disappointed with their strategy.
Mason’s minimal fees are well worth the investment growth we’ve seen through their direction over the years. We have gained confidence in all aspects of our life financial plan. We’ve recommended four of our friends to Mason LLC, three have joined their service and one has received financial planning assistance with plans to join the Mason family in the future.
We highly recommend Mason LLC for expert and personalized financial planning. – Paul & Linda Weiss
First Command Financial Advisor – Shelby Barnetti
ADDRESS: 11827 Canon Blvd #100, Newport News, VA 23606, United States
NUMBER: +17578730993
SERVICES: Comprehensive Financial Planning, Employee Benefits Programs, Retirement Income Planning
OFFICE HOURS
| Mon | 10:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 5:00 PM | |
| Wed | 10:00 AM – 5:00 PM | |
| Thu | 10:00 AM – 5:00 PM | |
| Fri | 10:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Shelby has been absolutely amazing in helping us get our financial plan together and set ourselves up for the future. She’s very passionate about what she does and is very involved in the whole process of getting us to our financial goals. She is extremely knowledgeable as a financial advisor and we look forward to continuing to work with her long term. Would recommend her to anyone looking to build their financial independence. – Craig Ruhnke
REVIEW #2 – I truly cannot express enough how exceptional Shelby has been as a financial consultant. Her knowledge, professionalism, and genuine commitment to her clients are evident in every interaction. She took the time to thoroughly understand my goals and provided clear, thoughtful guidance that has fully prepared me for retirement.
What sets Shelby apart is not only her expertise, but her supportive and gracious approach—she makes what can feel overwhelming completely manageable and even empowering. Thanks to her, I feel confident, organized, and secure in my financial future.
I highly recommend Shelby to anyone looking for a trusted, knowledgeable, and truly dedicated financial consultant – Jean Frank
REVIEW #3 – Shelby is a polite, personable professional that has, and is, doing everything in her power to ensure our future financial security. She continues to amaze us with her seemingly endless wealth of knowledge in the financial and investment world. Admittedly a novice in this arena; her detailed explanations of processes and strategies reinforces our confidence in her and in every decision that we make. Take a minute to speak with Shelby and begin securing your future. – Kenneth Torrey
REVIEW #4 – Shelby has been our advisor for many years. She is always very proactive and makes navigating the financial planning process as easy as possible for us. – Joe Richards
REVIEW #5 – Shelby is the greatest advisor anyone could ever dream of! Intelligent, customer service driven, up to date, focused on your future needs and extremely courteous … Shelby and her Team …(Team Shelby) can be counted on to exceed all of your expectations! Thank you Team Shelby for guiding me through my needs and in making my retirement enjoyable and financially worry free! And thank you Team Shelby in being LGTBQ+ accepting. You are true a blessing to all people! May God continue to bless each of you! – Sarah E. Green
REVIEW #6 – Shelby, has been a great mentor and financial planner for us. She has enlightened us on so many things as it relates to financial planning. She very friendly and professional and eager to share her knowledge. I highly recommend Shelby and First Command if you are looking for financial planning services. Kudos!!! – Gregory Covington
REVIEW #7 – Since shifting to a more local First Command Financial office near my home in 2017, and Ms. Barnetti was assigned as our financial advisor, it has been a GREAT relationship. Working with Shelby has been a great experience. Her professionalism and skillful knowledge have far exceeded what my previous advisors provided. We feel she fully has our best financial interest in mind. Our visits are very in depth and usually make us feel as comfortable in our decisions for our financial future leading into early retirement. If you are looking for and have the opportunity to select a financial advisor, we STRONGLY RECOMMEND choosing Ms. Barnetti. We are sure she will NOT disappoint. – Kelly Holschuh
REVIEW #8 – We have been working with Shelby for the last 3 years and she has been outstanding! She has helped us financially plan for and navigate through several unique circumstances in our lives. She takes the time to help you understand the big picture and tailors your financial plan to your needs and goals. Overall she has been instrumental in helping us plan for our future. We highly recommend Shelby and First Command! – Mark S
REVIEW #9 – Our experiences with Shelby are fantastic. As another reviewer wrote, she explains (to us) complex issues in a manner easy for us to understand. We are so grateful for her expertise and friendship. She quickly put us on a road the financial security. My husband and I always feel financially secure after our meetings with Shelby. – Nadine Brannen
REVIEW #10 – Shelby is very knowledgeable and easy to work with. She has provided great financial planning advice & support. After years with First Command she made our recent transition to retirement much easier – eliminated a lot of the uncertainty. – Jeffrey Stough
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