3 Best Gold IRA Investment Companies Near Me in Nicholasville, KY – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Charity S Reed, CFP®
ADDRESS: 109 Springdale Dr #1, Nicholasville, KY 40356, United States
NUMBER: +1 859-493-8821
DESCRIPTION FROM BUSINESS:
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 – Charity is an amazing planner. Her husband works for the USPS so she is familiar with federal plans as well as traditional savings vehicles. She has been incredibly helpful to plan a retirement for my wife and I to meet our goals and retirement income. I recommend others to use her knowledge and skills to help with your retirement plans. – Shelly Ferrell
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Spectrum Financial Alliance
ADDRESS: 105 Wind Haven Dr, Nicholasville, KY 40356, United States
NUMBER: +1 859-223-6333
DESCRIPTION FROM BUSINESS: Spectrum Financial Alliance is a 100% fiduciary wealth management firm, meaning we act in our clients’ best interest – ALWAYS…
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 | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We feel very confident with the plan that was developed for us, addressing our future goals. Kelly is a highly educated and experienced professional. We appreciate his recommendations and guidance managing our portfolio .We are grateful to have the Spectrum Financial Alliance team as our advisors. – Neel VanWinkle
REVIEW #2 – After over a decade with another money manager in town we finally had enough of their poor performance. Somehow, we found our way to Spectrum Financial Alliance at the recommendation of another money manager. There we met Kelley Buckley and his staff. Immediately we knew these people knew what they were talking about. In the one year we have been with them they have outperformed our last company’s 10 years of returns. No circus clowns or bounce houses once a year. Just a bunch of hard-working individuals. They make you feel like you are their only client and clearly give you exceptional results. If you are tired of mediocre or poor returns on your investments, we would highly recommend them to you. – Mark Einbecker
REVIEW #3 – I very highly recommend Spectrum Financial Alliance. They have a passion for your investments, and they have the knowledge and experience to make your investments grow. Beyond our expectations. They are an absolute pleasure to work with, taking your risk tolerance and all your particulars into account. Professional, welcoming, and actually caring. We, and our investments, are so happy we found them. – sherri skarvan
REVIEW #4 – I have been a client of Spectrum Financial Alliance for 9+ years and am very pleased with the services they provide. They are very knowledgeable, helpful and always immediately available when needed. They have done an excellent job managing our portfolios, always exceeding the market with higher returns on our investments. My wife and I highly recommend Kelly Buckley and Spectrum Financial to anyone looking for an outstanding and reputable investment firm. – Donnie Craft
REVIEW #5 – I started working with Spectrum Financial 9 months ago. They were extremely helpful helping me consolidate and understand the investments I already had and adding new investments. Since then they have been working with me to achieve my financial goals. Very successfully. I’m very happy with the result. – Mike Lennox
REVIEW #6 – We are so happy to have chosen Spectrum Financial Alliance to manage our portfolio. They are a true fiduciary, fee-only firm. Kelly and his team treat everyone like family and strive to exceed our goals. This firm prides itself on its unwavering integrity and ethical conduct with every client. – Carla from Kentucky
REVIEW #7 – I have been with Spectrum Financial Alliance for 20 years and have been extremely satisfied. Kelly Buckley, Managing Principal, is very knowledgeable of the markets and provides frequent updates. The entire staff always treats me in a professional and courteous manner. I highly recommend this firm! – James Dunsmore
REVIEW #8 – I have been very pleased with Kelly at Spectrum. I had my investment with a large establishment that basically did nothing with my investment for about 7 years. After meeting Kelly’s sweet daughter several years ago, she helped me make a connection with Kelly. I have been impressed with his knowledge and professionalism, and he has helped grow my investment and has given me greater confidence in my retirement plans. I appreciate his expertise and the way he and his team listens to my concerns and communicates regularly what is happening to my portfolio. I truly believe he cares and does his best for his clients.
Thanks Kelly!! – Darryl Paterson
REVIEW #9 – I’ve been working with Spectrum Financial Alliance for10 years, and I can’t express enough how grateful I am for Kelly’s expertise and proactive approach. One of the things I appreciate most about him is his ability to clearly communicate complex market trends and financial updates. He takes the time to break things down in a way that is easy to understand, always staying ahead of potential changes in the market and explaining how they could impact my financial goals.
I’ve never felt out of the loop because he consistently provides timely updates and offers thoughtful guidance. His proactive communication gives me confidence in my financial decisions and allows me to stay well-informed, no matter how the market fluctuates. I truly value his transparency, professionalism, and dedication to my financial success. Highly recommend! – Joseph Nunn
Edward Jones – Financial Advisor: Daniel B Van Horn
ADDRESS: 119 Quinn Dr, Nicholasville, KY 40356, United States
NUMBER: +1 859-885-1778
DESCRIPTION FROM BUSINESS:
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 – Daniel is a great financial advisor, as well as a great person. He provides us with great advice and explains the financial ins and outs in terms we understand. I have all the confidence in the world that he has our best interest at heart. I would recommend Daniel to anyone looking for a financial advisor! – Jessica True
REVIEW #2 – I’m young and had never worked with a financial advisor before, but my wife and I wanted to get started in some investing for the future. I found Daniel incidentally when I was referred to the local Edward Jones office by a friend who worked with the financial advisor who used to be there. Daniel was extremely approachable and relate-able immediately from the first time I came in, as though he’d known me for a long time. He answered all of my questions and humbly offered his expertise, which I really appreciated. I highly commend him. – Nathan Rickard
REVIEW #3 – When I retired, I had no idea how to handle my retirement account. I met with Advisors from the company handling my account and they left me more confused and it was next to impossible to get through on the phone. My husband and I decided to call Daniel Van Horn. Daniel is amazing! He is enthusiastic, explains (teaches) everything about finances in a way that we can easily understand and makes it enjoyable! Daniel Van Horn is always available to answer questions or meet with us and I know he truly cares. I trust him and I asked both my children to talk to him. They also found it informative and enjoyable meeting with Daniel. – Beth Nichol
REVIEW #4 – Daniel far exceeds any expectations I initially had for a financial advisor. He demonstrates a high level of personal and professional integrity while maintaining a very open and friendly demeanor. I was pleased to discover he has developed a simple way of clearly explaining things that enable me to feel well informed and confident in the financial decisions I make. Every interaction with him has been a positive experience, and I feel secure in the knowledge that I can rely on his guidance. – Karen Cosgrove
REVIEW #5 – We started with Daniel 2 years ago, right before we retired. He helped us organize our investments to make the financial transition to retirement seamless. He also educated us on ways to continue growing our investments. Daniel is professional, knowledgeable and a pleasure to work with. – Mary Ann Pianovski
REVIEW #6 – Daniel is the perfect mix of a teacher who shares knowledge and a professional who helps manage your money. As a female investor needing some guidance (ok, a lot of guidance) Daniel is the perfect mentor! I referred all of my adult children after meeting with him. High recommend services! – Kathy Lanham
REVIEW #7 – Daniel is knowledgeable and thorough – he educates you about how your money works (or doesn’t work) for you. I went in a little embarrassed because I felt I hadn’t done what I should have, already. Daniel put me at ease, gave me an education, and showed me that planning for my future is just a series of little steps, taken one by one. I left feeling much better than when I came in! Just like he promises – Daniel helps you make sense of investing. – Rebekah Nutter
REVIEW #8 – When it comes to retirement, investing, and insurance. I have never met someone who could explain them in such an easily understandable way as Daniel. His passion is definitely education and making sure that your goals are the priority! As a former high school teacher and member of the military he has a wealth of experience he can draw from to make sure you are 100% comfortable with the market ups and down and that you are properly diversified at all times according to your risk tolerance. Before you try the bank give him a call to compare the difference and see for yourself. – Alleena Van Horn
REVIEW #9 – Daniel is knowledgeable, experienced and professional. He works with you to meet your own personal financial goals and takes the stress out of financial planning and investing. He explains everything up front and takes the time to go through the process with you so you can be confident every step of the way. – Jennifer Hacker
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