3 Best Gold IRA Investment Companies Near Me in Olympia, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Retirement Resource Center LLC
ADDRESS: 2424 Evergreen Park Dr SW Ste 101, Olympia, WA 98502, United States
NUMBER: +1 360-810-3737
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 – Aric and Marty are extremely knowledgeable and compassionate about helping others with their retirement planning. They helped me secure my investment accounts so that I can rest easy knowing that I will be able to have enough retirement resources for a safe and comfortable retirement. Their information dinner presentations were informative, concise and professional. Thank you for being so generous and supportive! – Alexandra Asbury
REVIEW #2 – I highly recommend the financial services provided by Aric Walker. He is a true professional and does not hesitate to put the financial well being of his clients first and foremost. Always friendly and a pleasure to work with. I trust him to help me navigate my present and future finances. Give his office a call, you’ll be glad you did! – Andrew Kondrack
REVIEW #3 – My husband and I have had Aric Walker for our Financial Advisor for several years now and we have been very pleased with the advice we have received from him. Aric is very competent and capable, and is helping us become financially independent! We trust him! – Penny Hanson
REVIEW #4 – My husband and I have had the Retirement Resource Center and Aric Walker as our Financial Advisor for several years. Aric initially explained how annuities work, helped us set up our annuity, and meets with us at least annually to discuss strategies we could consider.
We have been very pleased with their work and have great confidence in their recommendations. We would highly recommend their services. – Juli Jeske
REVIEW #5 – I attended a lunch retirement workshop hosted by Retirement Resource Center, LLC and was so impressed that I scheduled a follow up meeting. Tina and Marty spent over an hour with me, providing thoughtful guidance, excellent strategies, and very helpful resources as I begin planning early for retirement.
They went out of their way to share as much information as possible and were completely transparent about what they offer, as well as other resources that may be worth exploring. I never felt pressured to buy anything, only supported and educated.
It’s clear they genuinely care about helping their clients make informed decisions and feel confident about their financial future. I’m very grateful for their time and highly recommend them to anyone looking for trustworthy retirement guidance. – Ember Johnson
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Heart Financial Group
ADDRESS: 3250 14th Ave NW, Olympia, WA 98502, United States
NUMBER: +1 360-878-8065
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Brokerage Accounts, Estate Planning, Investment Advisory Services, Investment Strategy, Registered Investment Advisor, Retirement Income Planning, Retirement Planning Tax Planning, Safe Money Strategies,
OFFICE HOURS
| Mon | 7:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 4:00 PM | |
| Wed | 7:30 AM – 4:00 PM | |
| Thu | 7:30 AM – 4:00 PM | |
| Fri | 7:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am very grateful I turned over my financial planning to Linda Jensen. She’s actually transformed my quality of living for the better due to her wonderful management of my funds. For the first time I have been able to save enough money for travel and home repair. Linda goes the extra mile to help a client. She has a thorough understanding of all aspects of managing retirement funds in order to provide maximum future income and security. I have been extremely happy with Linda’s services and absolutely trust her financial advice. – Susan Casey
REVIEW #2 – I hate to admit it but I’m one of those people who put off retirement planning until after I retired. Not the wisest moves. I went to hear a seminar at the Lacey Senior Center given by Linda Jensen. It was quite the eye opener. While it was a very high level discussion, I learned lots that night and before I left I made an appointment to see Linda. The experience has been great. Linda listened to me. We discussed where my money currently was and she devised a retirement plan that includes monthly dividend checks as well as a growth portfolio. I have piece of mind with the plan that she put together. The best part is that it has NEVER been a high pressure situation. She explained everything in detail and gave me plenty of time to do my own research and analysis. I know she has my best interests. – Anne Stack
REVIEW #3 – Linda Jensen and her staff are professional, knowledgeable and friendly. I appreciate the fact that Linda takes the time to explain her role in her company and product options. Linda goes the extra mile to ensure that our finances are well protected and growing. Linda is consistently staying on top of the products that are available and recommends what is best for us. Linda has taken the time to help us find a reliable CPA, has referred us to a lawyer to help us with Legacy and Estate planning. Linda, recently assisted us with getting long term health care insurance. After we got the trust and will, Linda took the time to go over it with us so that we understood everything. We are grateful to have found an amazing trustworthy financial advisor. – Tim and Judy Carlson
REVIEW #4 – Before we retired, we met Linda in 2018 at a non-profit financial educational seminar she presented. Since she is a fiduciary, we knew we could trust her advice to have our best interest in mind. She has a breadth and depth of knowledge in the financial arena and helped us in our transition as we retired; she also referred us to others who helped with Social Security and Medicare decisions and setting up family trusts. After asking questions about our goals and risk tolerance, she provided us good counsel, sharing literature to educate us and individualized planning. She continues to keep informed and actively engaged in issues about retirement and investment instruments. We are very thankful that we found her when we did. Linda and the staff at Heart Financial Group are personable and professional as they continue to help us plan and execute our financial strategy. – BettyLou Schindler
REVIEW #5 – My wife and I have been blessed for years to have Linda as a financial planner to guide us through the maze of finances. Not only is Linda a fiduciary in retirement planning, but her goal is to provide avenues to her group of professionals in all aspects of financial planning including trusts, taxes, legal advice, and investments. She is completely dedicated to knowing the latest and best information and opportunities available. Not only does she attend classes, presentations, and reads everything to stay on top, she teaches classes and does her own presentations. Always returns calls, texts, and e-mails. Her office staff of Dar, and Chelsee are fun, knowledgeable, and on top of everything. – Fredster
REVIEW #6 – We have known Linda Jensen as our financial advisor for well over ten years. Linda really has a heart to help people. She has guided us through our estate planning, retirement, as well as developing a plan for future Long Term Care needs.
She is highly educated in this field and regularly attends financial seminars and classes to keep updated.
We wholeheartedly recommend Linda as a Financial advisor. – george murray
REVIEW #7 – My wife and I have been working with Linda since I retired in 2018. We both had retirement accounts but my wife is much more conservative than I am. Linda worked with us as we needed someone besides ourselves to manage the accounts. We pretty much just follow her advice and our accounts have increased significantly even after our RMD’s. She always has given us all the information we ask for and more. We needed someone to manage our accounts and I’m sure we have the best. – Bob Thomas
REVIEW #8 – We have had the pleasure to work with Linda for many years. She helped us manage our retirement accounts so we can have a comfortable retirement. Thanks Linda! – John w Hakola
Edward Jones – Financial Advisor: Cara MacMillan
ADDRESS: 830 Sleater Kinney Rd NE Ste A, Olympia, WA 98506, United States
NUMBER: +1 360-777-6757
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 – I have worked with Cara Macmillan at Edward Jones in Lacey for many years, and she has made my retirement planning both easy and successful. Money can be very emotional for me, and Cara is an exceptional listener who truly understands the ‘story’ behind my numbers—my fears, family milestones, and future dreams. She has consistently acted as a steady voice of reason during market volatility, helping me avoid impulsive, emotion-driven decisions.
Her hard work and dedication go above and beyond every day. While Cara is amazing, a business is only complete with the right staff, and her Branch Office Administrator, Holly Shelton, is the kindest and most helpful person to work with. Together, they are an unmatchable team, and they are truly what makes Cara the best financial planner in the Lacey area. – michelle schmidt
REVIEW #2 – Cara is easy to talk to and we felt very comfortable. Holly who is the office administrator, made us feel welcomed. I was with Fidelity through my employer and now I’m semi retired. I needed to move my 401 to another company. My husband Is self-employed and has had his retirement account through Edward Jones. He wasn’t comfortable with the financial planner that had replaced his planner at the office where he did business. I made an appointment for both of us at Cara‘s office. We were both thoroughly impressed with her knowledge and with her ability to listen to what our goals are. She answered all our questions and when we left our appointment we knew we had made the right choice. My husband said that after all the years with Edward Jones she was the first financial planner that explained their fees to him. He figured it was always a big secret! Highly recommend Cara! – Pamela Wimer
REVIEW #3 – Five stars aren’t enough for Cara and Holly. I give them all the stars in the sky. Cara was our youngest son’s fourth and fifth grade math teacher at Lincoln Elementary school in Olympia and he credits her for spawning his love, and competence, at math. He’s now an aeronautical engineering student at the University of Washington. Cara is an exceptional human in all matters, including being patient with this financial semi-illiterate. I’ve never written a business review for any business because, you know, you never know. But with these two, I know. Holly and Cara are as dependable and reliable as a quadratic equation. – Kirk Ericson
REVIEW #4 – Cara is amazing! She is the first financial advisor we have ever worked with and she took the time to educate and inform us on many topics. She was so patient with us and always made sure we fully understood any choices and felt comfortable before moving forward. She has also never made us feel pressured to make any decisions and regularly checks in to be sure we are still happy with everything. If you need a financial advisor, I highly recommend Cara! – Andrea Close
REVIEW #5 – Today we conducted our annual review with our financial planner Cara MacMillan. She was welcoming and organized. She is knowledgeable and open minded in exploring our options. She has no agenda – except to do what is in our best interests. Cara is ready to refer us to experts in fields related to, but not her own. Cara congratulated us on our balanced retirement projection and she was sincere. Cara comes up with creative ideas for our finances and gives us pertinent homework for working on our future financial goals. Thank you Cara! – Vickie MacMillan
REVIEW #6 – Cara has been so great to work with. She helped me consolidate all of my 401Ks from various employers and educated me on the benefits of contributing to an IRA in addition to my employee sponsored retirement plan. She is friendly and understanding of individual financial needs. Highly recommend. – Kelley Devoe
REVIEW #7 – Cara is just the best! I feel confident and assured that my investments and savings for retirement are on track. Cara does a really nice job of meeting you where you are and taking you where you want to go. Highly recommend! – emily statler
REVIEW #8 – Working with Cara has been nothing but amazing! She is a people first advisor who is incredibly knowledgeable and always so helpful! I highly recommend Cara! – Emily Mendez
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
