4 Best Gold IRA Investment Companies Near Me in Athens, GA – Retirement Planning Services
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Raymond James & Associates
ADDRESS: 101 Trinity Pl, Athens, GA 30607, United States
NUMBER: +1 706-613-9915
DESCRIPTION FROM BUSINESS:
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 – Ann Austin is an absolute blessing here! Whenever I have a question about anything regarding my finances, I always ask for her. She is experienced, thoughtful, helpful, and always has a positive attitude! If you are trying to get your financial future back in shape I would call her right now! Thanks Ann! – Raymond Wright
REVIEW #2 – Have always gotten excellent service with Raymond James. They have done a very good job managing my, and my family’s investments over the years, as well as those of some of my friends. Everyone there has always made us feel welcomed, and genuinely happy to see us anytime we have visited the branch at the Trinity Place office in Athens GA. – Vinnie Fusco
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Fully Financial
ADDRESS: 295 W Clayton St Suite 100-B, Athens, GA 30601, United States
NUMBER: +1 706-389-8426
DESCRIPTION FROM BUSINESS: Fully Financial is a referral-only boutique financial planning and investment management firm in Athens, Georgia. From retirement planning to tax planning, we cover everything your money touches, helping clients get the most out of life with their money…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Fully Financial has been, hands down, the best financial team we have ever worked with. Ben, Cody, and Ryan are detailed, knowledgeable, and incredibly accessible. They take the time to understand our goals and explain every step in a way that actually makes sense. For the first time, I feel like we are on a clear and confident path with our financial planning, and that peace of mind is priceless. We cannot recommend them highly enough. – Julie Moon
REVIEW #2 – My husband and I have had an incredible experience working with Ben, Cody, and the rest of the team at Fully Financial. They have worked endlessly to make sure our financial plan is in order. They are always available to meet in person to answer questions/address concerns, and they are in constant communication about making changes to our plan as our needs/goals change. Their professionalism, knowledge, and availability is exactly what we needed. We could not be happier, and our only regret, is not partnering with them sooner! – Alexis Ericksen
REVIEW #3 – It’s hard to believe it’s been six years since we first met with Ben, and what a positive difference those years have made for our family. From the very beginning, Ben, Cody, and the Fully Financial team have been far more than financial advisors; they’ve become trusted partners and friends.
Before joining, I knew very little about financial planning. I didn’t come from a background with financial means, and I was often trying to figure things out on my own. Add in the busyness of everyday life, and it quickly became clear we needed professional help and guidance. Ben and Cody’s warm presence and genuine interest in our lives made financial planning feel approachable and manageable. They take the time to explain concepts clearly, focus on what truly matters for long-term financial stability, and ensure we feel confident in every decision.
Their depth of knowledge in financial markets, trends, and investment strategies has been invaluable. They’ve guided us through several major financial decisions, each of which I can’t imagine making without their insight and expertise. Knowing we can turn to them before making any big family decision gives us confidence and peace of mind.
What’s most special for us, however, is how our professional relationship has grown into a genuine friendship. Ben and Cody truly care about us as people, and that kind of authenticity is rare. They are every bit as committed to our family as they are to our financial success. We are deeply grateful to have them in our lives and look forward to continuing to grow alongside them for many years to come. If you’re searching for advisors who combine expertise, integrity, and a personal touch, you won’t find a better team than Fully Financial. – Michael Trivette
Elwood & Goetz Wealth Advisory Group
ADDRESS: 687 S Milledge Ave, Athens, GA 30605, United States
NUMBER: +1 706-548-1025
DESCRIPTION FROM BUSINESS: Elwood & Goetz is a boutique wealth advisory firm offering comprehensive financial planning and family office services. As legal fiduciaries, we are committed to providing personalized, unbiased advice with your best interests at the heart of everything we do…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have had such a wonderful experience working with Jordan Slingo and Emily Hamryka at Elwood & Goetz in Athens, GA. They are consistently professional, knowledgeable, and kind. Every conversation leaves us feeling more confident and informed about our financial future. Jordan and Emily take the time to explain things clearly and always make sure our goals and values are at the center of every decision. Their insight and genuine care have been truly enlightening. We can’t recommend them and the Elwood & Goetz team highly enough! – Gina Brandenburg
REVIEW #2 – It has been an absolute pleasure working with the Elwood & Goetz financial team. They are extremely thorough, answer all my questions, and work to satisfy my financial concerns. I appreciate their transparency and upfront conversations. I highly recommend the Elwood & Goetz team to meet your financial planning needs. – Jason Koltes
REVIEW #3 – We can’t say enough good things about our financial advisory team at Elwood & Goetz. They have taken the worry out of managing our own money and end of life expense coverage, and allowed us to enjoy retirement feeling financially secure. Our money, and its growth, is in good hands! – Marilee Freshley
REVIEW #4 – Elwood & Goetz offers absolutely wonderful customer care. I was very pleased with the service I received and would recommend the Elwood & Goetz Wealth Advisory Group to those seeking financial information. – Dr. CH R
REVIEW #5 – My appointment was with Sam. Everything I have seen or read has said pick a financial advisor that asks you questions about your plans, your concerns, your comfort level when dealing with money, etc. Sam spent time getting to know me. He took my financial portfolio, my personal goals, and gave me sound advice on how to advance to reach my goals. He helped to make me feel comfortable about my financial future with a realistic path. Thank you so much! – Lisa
REVIEW #6 – My wife and I have worked with Elwood and Goetz for over 17 years. We have had nothing but positive experiences with everyone we have worked with there.
The team’s management of our portfolio got us through the recession with minimal damage. They keep their eyes on trends and modify investment strategies and keep us informed. Over the years E&G has grown, but they have continued to give us personalized assistance as our family’s needs change. We appreciate that they never push any particular product or service and always give us options. We highly recommend Elwood & Goetz no matter where you are in your financial journey. – David Wright
REVIEW #7 – I was very happy with my experience with the Elwood & Goetz team! Everyone is super helpful, they got me scheduled for a consultation asap. The team took their time to go over my options and helped point me in the right direction. Sam Bahde was especially helpful and informed about mortgages and the home buying process, he was very pleasant and detailed. I look forward to working more with this knowledgeable team in the future. – N D
Arch Financial Planning, LLC
ADDRESS: 367 Prince Ave Suite T, Athens, GA 30601, United States
NUMBER: +1 706-204-9068
DESCRIPTION FROM BUSINESS: Arch Financial Planning is a fee-only financial advisor based in Athens, GA, helping retirees, high-income professionals, dentists, physicians, and tech employees reduce taxes, grow wealth, and retire with confidence…
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 – I am an attorney and friend of Cecil Staton. I believe that he is an excellent financial advisor. He has always been very disciplined and good at preparing for the future financially. – Ben Davidson
REVIEW #2 – Cecil is amazing, you truly get the help you need even if you have a quick question he make sure he answers it or gets back to you and quickly too with the information. We are so happy we switched to him. He is a master of his works/craft and what’s important he cares about what he does and his clients. – Felicia Luong
REVIEW #3 – Very impressed with the attentions to detail, consideration of our unique situation, and commitment to acting in our best interests as a fiduciary. – Nadia Martin
REVIEW #4 – I highly recommend using Cecil for an objective analysis of your student loans. I appreciate the quick, uncomplicated service and great advice! – Heather Wilson
REVIEW #5 – I am not the usual review person, but I have to make sure everyone knows how helpful Arch Financial Planning really is. Cecil is one of the smartest people I have ever worked with, who knows his craft inside and out. Unlike some financial firms trying to push an agenda on you, or trying to get you to say yes to one of their offerings or packages, Cecil works with you to figure out your goals and helps you come up with a plan to reach them. He is willing to think outside the box and look at things from all aspects, which I always find so helpful. He is always willing to help, knows what his limits are, and really helps you figure out what is important. I can’t recommend Cecil enough, his firm gives clients the personal attention and customer service that is really uncommon in this day and age. – Lincoln Fantaski
REVIEW #6 – I’ve had an excellent experience working with Cecil at Arch Financial Planning. Cecil has been instrumental in helping me with all aspects of my financial life—from comprehensive financial planning and retirement preparation to tax strategies and long-term goal setting.
Cecil takes a thoughtful, personalized approach. He takes the time to understand my goals and concerns and provides clear guidance every step of the way. Thanks to his expertise and ongoing support, I feel much more confident about my financial future.
If you’re looking for a trusted, knowledgeable, and professional financial planner to work with virtually, in Athens, or anywhere in Georgia, I highly recommend Cecil Staton at Arch Financial Planning. – Ali Staton
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