3 Best Gold IRA Investment Companies Near Me in Oxford, MS – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Barfield Wealth Management
ADDRESS: 1300 Access Rd #200, Oxford, MS 38655, United States
NUMBER: +1 662-236-6454
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Management, Comprehensive Financial Planning, Financial Planning, Investment Advice, Investment Advisor, Wealth Advisor, Investment Planning, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had the pleasure of meeting Justin Childress, and I can personally say these guys are very dry knowledgeable in their field and will take care of you!! Highly recommend – Maggie Cochran
REVIEW #2 – These guys will take care of you! They truly love what they do. You will be in good hands! Highly recommend! – Kathryn Hathorne
REVIEW #3 – Justin is very patient to listen to your story and determine what investments would suit you best! – Lauren
REVIEW #4 – Daniel Barfield, Justin Childress, and CJ Williams are always there when you need them. They stay on top of your 401k and make tweaks monthly to insure you get your best return, while providing a plan if the market goes down. They are true managers. – Yancy Porter
REVIEW #5 – Great company to help you plan for the future. A very helpful and knowledgeable group. – Nicole Smith
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GilesMcPhail Wealth Management
ADDRESS: 1204 Office Park Dr Unit B, Oxford, MS 38655, United States
NUMBER: +1 662-234-6111
SERVICES: Advisory Services, Cash Management, College Planning, Disability Insurance, Equity Loan, Estate Planning, Exchange Traded Funds, Financial Advice, Financial Planning, Gifting Strategies, Guided Wealth Portfolios, Independent Wealth Management, Investment Advisors, Investment Management, Mortgage Refinancing, Pension Plan, Personal Tax Advisors, Retirement Plan Managing, Robo Advisors, Simple Iras
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 – GilesMcPhail Wealth Management has done a wonderful job of managing a large chunk of my financial portfolio. From the start, they purposely set out to understand my investment purpose and intended outcome. Their communication style is professional, yet friendly and helpful. Most importantly, their investment strategies and execution have more than fulfilled my expectations.
I am retired and depend heavily on their insights and hard work. I thank them for their diligence, their friendly approach, and their conscientiousness to meet my needs. Their success with my portfolio will enable many comfortable years of retirement for my wife and me. Please keep it up! – Randy Couch
REVIEW #2 – Cody and David et al are the BEST! They are extremely personable and trustworthy, while also being the utmost professionals. I appreciate their knowledge and expertise, and I also appreciate the fact that they recognize me outside the business. I highly recommend them to manage all of your financial needs. – April Wootten
REVIEW #3 – Cody and David have been great to work with and I would highly recommend giving them a visit if you are considering your investment portfolio. They really take the time to thoroughly explain any answers to questions or concerns you might have. These two are also so friendly and at no time will you feel “ intimidated” by sitting down with them to discuss your financial future. – Jodi Rochelle
REVIEW #4 – Having recently moved my practice that I built for over 30 years to Giles/McPhail, I am thoroughly pleased with the integrity and professionalism they showed me during this process.
I have retained all my personal accounts as well with them and very pleased with the high level of service they provide. Cody and David are professional as well as personable. I am confident they will continue to serve my financial and investment goals in the future.
Anyone, should feel confident when they place their trust in them that they will be taken care of with the highest level of respect. – David Schmidt
REVIEW #5 – I have used Giles McPhail for five years plus. They have always welcomed and answered my questions concerning investments. Along the way they have become friends along with business partners. Great relationship with these guys. – Bennie Norwood
REVIEW #6 – As a new customer of Giles McPhail, I am very satisfied so far with the responsiveness, professionalism and knowledge of my advisor, Cody. I look forward to growth of my portfolio and relationship. – Bob Baker
REVIEW #7 – I have had a fantastic experience working with Al Bell. He is knowledgeable, friendly and caring. When I need clarification on anything he is patient and understanding. I would strongly recommend Al to anyone looking for help with investing. – Carl Wolfe
REVIEW #8 – My wife and I are truly grateful for the relationship we’ve built with Cody and David. From the beginning, they’ve taken the time to understand not just our financial goals, but our family values and the legacy we want to build for the future.
They approach every conversation with patience and clarity. They explain things in a way that makes sense, answer every question thoroughly, and never make us feel rushed or pressured. That level of care has given us real confidence in the plan we’re building together.
What stands out most is their focus on long-term legacy planning. They don’t just look at today — they help us think ahead about protecting what we’ve worked hard for, creating stability for our family, and building something that lasts beyond us. That perspective has brought a deep sense of peace and purpose to our financial decisions.
We highly recommend Cody and David to anyone looking for thoughtful, relationship-driven advisors who genuinely care about helping families build and preserve a lasting legacy. – James Hayes
The FIRM South
ADDRESS: 319 N Lamar Blvd Suite 202, Oxford, MS 38655, United States
NUMBER: +1 662-236-1101
SERVICES: Estate planning, Financial planning, Retirement Planning, Insurance, Tax planning, Wealth management
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 switched our auto and home insurance to The Firm South and couldn’t be happier. They found us significantly lower rates, much better coverage, communication has been excellent and the entire process was smooth and stress-free. Jason List is outstanding to work with. Murphy Smith is also very helpful and responsive. Highly recommend!!!!! – Sandy Reber
REVIEW #2 – Brian and his team are phenomenal to work with!! They are professional, kind, and so knowledgeable. We are so happy to have them guiding us with our insurance and financial planning needs. Their expertise and dedication have given us the confidence that we are in the best hands!! – Jennifer Hughes
REVIEW #3 – My wife and I use The Firm to handle all of our business and personal needs. They could not have a better team. Brian, Jason and Sallie Kate are always quick to handle anything I need done. I highly recommend them for all of your insurance needs. – Eric Trimble
REVIEW #4 – Murphy over at the Firm was wonderful to work with. Kind, quick, and knowledgeable, she sorted out a competitive policy with the right coverage at a great price and got me squared away. – isaac harrelson
REVIEW #5 – I used The Firm for my retirement planning and dealt with Brian and Sallie Kate. Both of them are great to work with and answered all my questions in a timely manner. I highly recommend this company. – Dale Llewellyn
REVIEW #6 – I have really enjoyed my experience with the firm. Brian and his staff are extremely knowledgeable and professional. Jason List is my account manager and I have thoroughly enjoyed the personalized approach from him. It was evident from our first meeting that my family’s needs were the priority and we were not just another addition to their bottom line. I have since moved all of my insurance products to The Firm. It is comforting knowing I have access to friendly, expert advice and services whenever I am in need. – Neal Mead
REVIEW #7 – My husband and I got a very thorough overview of how The Firm could help us with changing over to American National Insurance. All of our questions were answered and all of our concerns were addressed. The atmosphere was friendly and customer oriented. – R Chrestman
REVIEW #8 – These guys know how to do business. Switching our home and auto insurance has actually been a pleasant experience, completely painless. They handled canceling our old policies and contacting the mortgage company. Truly a “family” company. Jason is amazing- friendly, professional, knowledgeable. Rates were significantly lower for more and better coverage. HIGHLY recommend. – Chris McCammon
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