4 Best Gold IRA Investment Companies Near Me in Abilene, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Synchrony Wealth Management
ADDRESS: 2449 S Willis St Ste. 106, Abilene, TX 79605, United States
NUMBER: +1 325-437-0709
SERVICES: Estate planning, Financial planning, Investment advising, Tax planning and Wealth management
OFFICE HOURS
| Mon | 9:00 AM – 11:00 PM / 12:30 PM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 11:00 PM / 12:30 PM – 5:00 PM | |
| Wed | 9:00 AM – 11:00 PM / 12:30 PM – 5:00 PM | |
| Thu | 9:00 AM – 11:00 PM / 12:30 PM – 5:00 PM | |
| Fri | 9:00 AM – 11:00 PM / 12:30 PM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The team at Synchrony have helped guide us financially for years. We are closer to reaching goals and know that without their guidance, those goals would still be further out of reach. They maintain great communication and are always up front and honest with us. My wife and I highly recommend them if you need their services. – James Lyon
REVIEW #2 – I have been very satisfied with this group. They have been thru a lot of changes in the last couple years and they seem to be getting settled in with new technology and better ways to see investments. They have done really well with my investments and I look forward to enjoying my retirement and not worrying about my investments. Synchrony wealth communicates with me on changes and investments regularly. Best thing I have done in my life is letting this group manage my investments. – Mike Warren
REVIEW #3 – Love working with these guys. I have invested with them and I trust that they have my best interest in mind. Really easy to work with and take the time to explain everything. – Brian Willie-Starkey
REVIEW #4 – With any investments, there are going to be ups and downs. They have always answered my questions. It may not be what I wanted to hear, but I think they have been honest and up front with me. We have enjoyed working with Synchrony Wealth. – Kenneth Rochen
REVIEW #5 – Been with this group for several years now. They have always been very straight forward and upfront about what they are doing with my money. No pressure and very respectful. Their investment strategy has worked really well for me. Very happy. – Jonathan Heck
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LPL Financial – Josh Fleming
ADDRESS: 402 Cypress St #305, Abilene, TX 79601, United States
NUMBER: +1 325-673-0185
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Early Retirement, Education Savings Plan, Financial Management Strategies, Group Retirement, Individual Retirement Accounts, Individual Retirement Plans, Investment Options, Lifestyle Retirement, Ongoing Financial Management, Pension Plans, Retirement Benefits, Retirement Savings Plans
OFFICE HOURS
| Mon | 8:15 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:15 AM – 4:30 PM | |
| Wed | 8:15 AM – 4:30 PM | |
| Thu | 8:15 AM – 4:30 PM | |
| Fri | 8:15 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – When it comes to financial planning, you want someone with integrity and you want someone who knows and understand financial markets. Josh is one of those people. He’ll work hard so you don’t always have to!! – David K
REVIEW #2 – Josh sat with me and two others who had little information on investing in our futures. He answered each of our questions in a manner that did not belittle our knowledge, though low in this particular subject. I’ve witnessed him address concerns such as recessions and company ethics of those he invests his clients’ portfolios in with tact and honest, well considered knowledge. We specifically spoke of retirement planning. – Brandi Beggs
REVIEW #3 – Josh Fleming at LPL Financial is great to work with. He has taught me so much and was very helpful. I highly recommend Josh for your financial and retirement needs – Regina Davis
REVIEW #4 – Josh is extremely knowledgeable and helpful. He has been helping me build a financial plan to ensure success in my retirement and to leave a legacy for my children. – Wes Roberts
REVIEW #5 – Josh is passionate about helping others achieve their financial goals. He takes the time to hear you out and make a plan for your future financial success. Give him a shot! – JENNIFER SNODGRASS
Koda Wealth Management LLC
ADDRESS: 2658 Industrial Blvd, Abilene, TX 79605, United States
NUMBER: +1 325-695-9999
SERVICES: Financial Planning and Accountability and Investment Advisor
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 found Brendan through Dave Ramsey’s SmartVestor Pros and have been very happy. He helped us roll over a 401k and open Roth IRAs. We trust his advice and he is very knowledgeable about the market. – Autumn C
REVIEW #2 – Brendan and the rest of the team at Koda Wealth Management provide stellar service! My husband and I found Brendan through the Dave Ramsey website and came under his financial advising in early 2023. He has been knowledgeable, kind, and non-judgmental as he has guided us through the process of reducing our debt and investing for retirement. I wish there were more stars to give them! – Missy Lewis
REVIEW #3 – I made the decision to retire from my employment recently. My wife found KODA online and so I set up an appointment with Brendan. It was the best decision ever! Brendan is so patient and knowledgeable. He made me so comfortable in my decision to retire. Such a down to earth guy. Thank you Brendan! – Andy Arredondo
REVIEW #4 – The group at Koda Wealth goes above and beyond for their clients. Hunter is always available to answer questions and Brendan always does an excellent job for me and my family. Would definitely recommend them!!! – Ruby Kemp
REVIEW #5 – Brendan is so attentive to my needs and offered me excellent advise that made sense as well as saved me from spending my money on something that I really didn’t need! Thank you Brendan for making my life more hopeful ❤️ – Susann Collins
Cedar Gap Wealth Management
ADDRESS: 1650 S Ridge Crossing, Abilene, TX 79606, United States
NUMBER: +1 325-244-1311
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Generational Planning, Investment Assets, Investment Management, Registered Investment Advisor, Retirement Income Strategies, Retirement Planning, Wealth Management Plan
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 had an excellent experience working with Cedar Gap Wealth Management. From the very first meeting, they took the time to truly understand my financial goals and created a tailored plan that made me feel confident about my future. Their team is knowledgeable, transparent, and proactive in keeping me informed about market changes and opportunities.
What I appreciate most is their ability to explain complex financial strategies in a clear, straightforward way, making it easy to make informed decisions. They are always responsive, professional, and genuinely committed to helping me succeed. I feel like a valued client—not just a number.
I highly recommend Cedar Gap Wealth Management to anyone looking for trusted, professional, and personalized wealth management services. – Julie Harshaw
REVIEW #2 – Cedar Gap Wealth Management is top-notch. Micheal and Ben are amazing to work with — they’re friendly, easy to talk to, and really know their stuff. They take the time to explain things in a way that makes sense and make you feel confident about your financial decisions. I always feel like they genuinely care about my goals and are looking out for my best interests. Couldn’t recommend them – Dakota Eldridge
REVIEW #3 – Everyone at Cedar Gap has been amazing! Communicating with them is easy, and they have done an amazing job at educating me and my family on investments and financial planning. They answer any questions I have, help plan, and provide solid advice when it comes to money and investments. They have made me comfortable and confident with them managing our investments and ultimately mine and my kids future. I could not recommend them enough. – Misty Davis
REVIEW #4 – In April 2024 I switched my investment account over to Cedar Gap Wealth Management. The service is like the difference between Night & Day compared to the previous Investments I had with the Bank Trust depart. Michael and his team provide face to face personal services as required. I would highly recommend Michael Hull and his professional team. They are in the business to rock and roll and make money for the Clients. If you are interested to make excellent returns on your investment give Michael Hull at Cedar Gap Wealth Management a call. – Gary Rutland
REVIEW #5 – I’ve had an outstanding experience working with Michael and Ben. From the very beginning, they took the time to truly understand my goals, concerns, and long-term vision. Their team is professional, approachable, and incredibly knowledgeable about both investment strategies and financial planning.
What I appreciate most is the clear communication — they explain complex topics in a way that’s easy to understand, and they always make sure I feel confident in every decision. They’re proactive, responsive, and genuinely care about helping me succeed financially.
I also want to give special recognition to Tiffani, the office assistant who keeps everything running smoothly behind the scenes. She is the friendly voice who answers the phone, handles all the paperwork, and makes sure every detail is taken care of.
Tiffani’s professionalism, organization, and genuine kindness make such a difference. Whether it’s a quick question, scheduling, or making sure documents are in order, she handles it all with efficiency and a smile. She’s an absolute asset to the team and one of the big reasons working with Cedar Gap is such a positive experience.
I highly recommend Cedar Gap Wealth Management to anyone looking for a trustworthy, skilled, and client-focused wealth management partner. – Shay Finley
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