4 Best Gold IRA Investment Companies Near Me in Appleton, WI – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Legacy Investment Services
ADDRESS: 5107 N Ballard Rd Ste 200, Appleton, WI 54913, United States
NUMBER: +1 920-730-9620
SERVICES: Employed Retirement Plans, IRA & Roth IRA Planning, 401(k) Rollovers, SEP & SIMPLE IRA Planning, Estate Investment, Estate Strategy, Financial Advice, Investment Strategies, Registered Investment Advisory, Retirement Investments, Tax Planning, retirement planning, investment management, fiduciary advisor, lifetime retirement income, Retirement Planning Strategies, Comprehensive Financial Planning,
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 – My husband and I have gotten excellent financial advice from Julie for decades. I am amazed at how well she and her team work together. They are always aware of my financial needs and continually meet and exceed my needs for the present and future. When my husband passed away, Julie was at my side helping me get my estate in order. She and Jordan are able to answer all my questions and are able to help me understand and plan my financial future and have helped me set up trusts. I confidentially recommend Legacy Investment Services to all my family and friends. Julie and the team are very professional and treat me like family. – Yvonne OKane
REVIEW #2 – We have been with Legacy investment services for more than 20 years. Chad and Julie helped us put our financial house in order and guided us regarding various investments and helped us with special savings account for our grandchildren. Over the years, the Legacy investment team has demonstrated honesty and integrity. They have kept up with the many changes in the financial industry and guided us through the maze of various opportunities. Shannon has joined their team in the last couple of years, and she has demonstrated that same level of expertise and integrity that we have become accustomed to. Over the years Marion and I have veiled ourselves to many of the services that are offered. We are very comfortable with our relationship with these fine people. We have recommended this fine organization to many of our friends and our neighbors. – Rick Peterson
REVIEW #3 – Julie and Jordan Cassiani are great financial advisors. Very professional and have done a great job with investing my money in the best possible investments . Because of them I was able to retire and not worry about my financial position. . I would highly recommend them to create your financial portfolio. Great job Julie and Jordan! – Robert Trochil
REVIEW #4 – Both Julie and Jordan are a pleasure to chat with while dealing with life financial goals. They are always willing to listen, make suggestions based on their knowledge while understanding that their clients are there because of trust and belief in their ability to help with the fluid always changing financial decisions that are needed. We’ve been fortunate that the leadership and entire team at Legacy Investment is proactive and focused on financial objectives. They all are willing to work with our entire family over the years. Thanks! – Elena Bougie
REVIEW #5 – Julie and Jordan complement each other exceptionally well as a financial advisory team. Julie contributes a wealth of experience and historical insight, while Jordan adds innovative and cutting-edge financial technology. Together, they work diligently to support our goals and ensure we are well-positioned for a successful retirement. – Julie Martin
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McGlone Suttner Wealth Management
ADDRESS: 3501 E Evergreen Dr Ste A, Appleton, WI 54913, United States
NUMBER: +1 920-733-3872
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Disability Insurance
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – McGlone Suttner is a well-run wealth management firm that we trust completely. We work with Matt Suttner, who is exceptionally focused, thorough, and knowledgeable across all areas—from retirement and tax planning to long-term family wealth strategies and beyond. His attention to detail and proactive approach give us great confidence in our financial future. We have never felt better advised or more genuinely cared for. – Cj Sizer
REVIEW #2 – Working with Matt and Tom Suttner has been an outstanding experience. They took the time to truly get to know my wife and I, making a genuine effort to understand our needs, goals, and vision for a successful retirement.
Thanks to their thoughtful guidance, we were able to put a plan in place that gave us the confidence to retire early and feel secure in our decision.
Matt, Tom, and their entire team are incredibly responsive, knowledgeable, and always available whenever we have questions or concerns. We meet regularly to review and update our plan, and each time we walk away feeling reassured and well taken care of.
What really sets them apart is the personal connection—they make you feel like part of a family rather than just another client.
Thank you, Matt and Tom, for everything you’ve done for us! – Robert Reinke
REVIEW #3 – We have been working with Tom Suttner for over 20 years and most recently with Matt Suttner. Because of their expertise and thorough strategy, we were able to retire with no worries about money. We also really appreciate the emphasis they place on data security. They provide secure websites and portals for all our documents so we know our personal information is fully protected. If you’re looking for someone who is very knowledgeable, truly listens and prioritizes your financial security we couldn’t recommend them more highly! – Dan Haen
REVIEW #4 – McGlone Suttner is the best decision we ever made. Matt Suttner helps us understand better investment strategies and has rolled over accounts that have not only been great income tax strategy moves but also created fantastic returns. We appreciate the customer care and follow up for all aspects of our financial portfolio, family trust accounts, insurance coverage as well as the professional contacts: lawyers and accountants. We appreciate how all of those professionals create a well rounded package. With all the recommendations, follow ups, and changes, we are extremely confidence we made the right choice in choosing McGlone Suttner Wealth Management! Thanks for all you do!!! – Beth Hartman
REVIEW #5 – We’ve had an excellent experience working with McGlone Suttner Wealth Management and have been clients for over 20 years. Their team is knowledgeable, responsive, and genuinely invested in helping us reach our financial goals. They take the time to explain strategies clearly and tailor their advice to our specific needs, which gives us a lot of confidence in the decisions we’re making.
They also take a very comprehensive approach, advising on everything from taxes and estate planning to retirement needs. When something falls outside their direct expertise, they connect us with trusted professionals, which makes managing all aspects of our financial life much easier.
What really stands out is their proactive approach and attention to detail—we feel like more than just clients. If you’re looking for a financial advisor who combines expertise with a personal touch, we highly recommend McGlone Suttner Wealth Management. – Sarah Jansen
Avaii Wealth Management
ADDRESS: 2101 N Casaloma Dr, Appleton, WI 54913, United States
NUMBER: +1 920-214-1212
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Allocation Strategies, Asset Management, Assets Under Management, Investment Advisory, Investment Management, Investment Plan, Planning And Investment, Retirement Planning
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Cannot say enough good things about Christian and the whole Avaii team!! Thorough, friendly, honest, knowledgeable. I feel very confident about my family’s future because of their guidance and expertise. 100% recommend! – Kailee Vander Loop
REVIEW #2 – We have worked with Avaii since our retirement and have been very satisfied with response and service. They are very personable, knowledgeable, responsive and accurate. I would recommend them highly to any one looking for a wealth management team that you can trust and are focused on you and your needs. – Judith Sweet-Rydberg
REVIEW #3 – Managing all of the financial concerns of retirement is actually an enjoyable ongoing task at Avaii. We look forward to discussing our concerns because we really get clear, customized suggestions and explanations of the goals intended. All of the people at Avaii are people we look forward to seeing as friends and advisors. Thanks Avaii! – Steve Eiler
REVIEW #4 – Dave is extremely knowledgeable and is able to explain everything in a very understandable forum. The discussion of retirement can be overwhelming and confusing, but Dave and Avaii have made this an enjoyable journey – clifford beaudoin
REVIEW #5 – AVAII has been a welcoming place since I began working with the group in 2019. My financial advisor, Christian Doule, has been a great source of information, has listened to my preferences, has respected my goals, and has managed my portfolio skillfully. As the firm has grown, he is now surrounded by many others who are helpful, polite, friendly, and competent. I look forward to working with them for many years to come. – John Duffin
Watermark Financial Services Inc
ADDRESS: 2555 E Calumet St, Appleton, WI 54915, United States
NUMBER: +1 920-734-2555
SERVICES: Retirement Strategies, 401k Rollovers, IRA Rollovers, Roth IRA Conversions, Roth Iras, Investment advising, Retirement savings consulting, Financial advisor, Investment Advice and Management, Life Insurance, Retirement Accounts, Retirement Analysis, Retirement Planning, Retirement Plans Tax, Retirement Savings, Retirement Savings Consulting, Social Security Planning
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 wish we would have found Watermark years earlier. Their business model fits perfectly with our needs. Brandon, Cameron and the team are great to work with. They listen to our needs and have done a great job of setting up a portfolio that meets our financial needs and fits our risk tolerance. At the beginning of each year we review past performance and plan for the next year We especially appreciate how tax implications are front and center in all planning conversations. Watermark also does our federal and state taxes and takes all of the stress and guess work out of the process (and at a reasonable price I might add). We would definitely recommend them. – Jay Kuether
REVIEW #2 – Brandon has always processed our taxes with care and good advice. He is very quick with responses to our phone calls with questions! He processes our taxes accurately and quickly helping us with recommendations to receive the most back in refunds possible. Many family and friends also have stayed with him for their tax services after I’ve shared with them my experience. Highly recommend him and Cameron! – Sandy Miller
REVIEW #3 – My wife Sue and I have been using Brandon and Watermark Financial for close to 30 years and we couldn’t feel more secure and happy with their services! We are pretty sure they have been preparing our federal, Wisconsin, New York and now Georgia state taxes since he started doing taxes and again couldn’t be happier! Brandon has brought his son Cameron on board and we both feel very comfortable with his knowledge (he has a great teacher). We now live in NE Georgia and they will be our financial fiduciaries for ever! Thank you Brandon, Cameron, Laura, and Becky for all you have done through out the years! – Tom Kern
REVIEW #4 – I have been using Watermark Financial for a long time. I would not consider using any other tax and financial services company. They have always been there for me with whether I stopped in person or phoned. All matters were handled in a timely and professional manner. Staff is also helpful and very professional. I would recommend them highly, you will not find any financial service company that is equal to the service, professionalism and knowledge that they have. – Ollie Brien
REVIEW #5 – Watermark (Brandon and Cameron) have given me great piece of mind. They are much smarter than I when it comes to the market. I feel like someone is watching my accounts closely, and doing what is best for me. My only regret is I didn’t go to them much sooner than I did. I strongly advise you consider their services if you are in need of a knowledgeable financial advisor. They also do my yearly taxes – all I need completed in one place! – Pat Konz
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