4 Best Gold IRA Investment Companies Near Me in Atlanta, GA – Retirement Planning Services
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Buckhead Wealth Management
ADDRESS: 1708 Peachtree St NW Suite 210, Atlanta, GA 30309, United States
NUMBER: +1 404-816-7714
DESCRIPTION FROM BUSINESS: Headquartered in Atlanta, Buckhead Wealth Management is an independent investment firm that provides professional financial advice to high net worth individuals, affluent families and businesses…
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 – We have previously worked with other financial advisors, but working with Taylor at Buckhead Wealth Management has been a completely different and MUCH better experience! He has taken the time to understand our goals for retirement and for our kids’ future. Brittany is also great to work with and keeps everything on track. Everything has been clear, organized, and easy to follow, and communication has been excellent. We’ve confidently referred family, clients, and friends to them. – Emily Wellborn
REVIEW #2 – My husband and I have been using Buckhead Wealth Management for 8 years and they are doing a stellar job with our portfolio. We are in excellent hands with Taylor and his team, and we highly recommend them. – Sarah Steely
REVIEW #3 – I’ve enjoyed working with Taylor for over 15 years. He and his staff are very in tuned to our personal and financial needs. He is pro active in communicating recommended changes to my porfolio while minimizing future potential risk. – rene gagnier
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Georgia Financial Advisors
ADDRESS: 550 Pharr Rd NE UNIT 400, Atlanta, GA 30305, United States
NUMBER: +1 404-689-4492
DESCRIPTION FROM BUSINESS: A comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams — customized services designed for the financial needs of Georgia residents…
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Even though we decided not to go with Georgia Financial Advisors, we wanted to say thank you for Jacob Workman’s willingness to help us. He was a joy to work with and very informative. We couldn’t have asked for a better experience. Jacob is a special guy and we wish him the best for his future. Our decision to stay with our current advisor had no negative reflection on Jacob’s dealings with us. – Cary Elbaum
REVIEW #2 – My interaction with Victor Bujanda was professional and very helpful. He was very prompt in responding to any of my emails and questions. I have a difficult calendar and he worked hard to get meetings set up and we initiated my accounts with him. I would highly recommend Victor and the folks at Georgia Financial Advisors. – David W Key, Sr.
REVIEW #3 – I had the great opportunity to work with Noah Shaw. He took the time to discuss my needs and learn where I’m at financially, and then build out several options to reach my goals. During the process he was available to explain the options and deal with my lack of technical expertise. I would highly recommend reaching out to him for any and all of you financial needs. – Steven Mumma
REVIEW #4 – GFA has done an amazing job with my portfolio. Daniels is fantastic to work with. He is knowledgeable, professional, honest, and forthcoming. He is always prepared with recommendations that fit my investment needs and comfort level. He is confident in his decisions as well as clear and concise in his presentation, making the world of finance easier to understand. – Carol Cowan
REVIEW #5 – I can’t say enough great things about Colin Burke and Georgia Financial Advisors! From the very first conversation, Colin took the time to truly understand my financial goals and provided clear, personalized advice that made a real difference. His knowledge and professionalism are unmatched, and he breaks down complex financial topics in a way that’s easy to understand.
Whether it’s 401(k) planning, investments, or long-term financial strategy, Colin goes above and beyond to ensure his clients feel confident and empowered in their financial future. He’s not just an advisor—he’s a trusted partner who genuinely cares about his clients’ success.
If you’re looking for expert financial guidance with a personal touch, I highly recommend Colin Burke and the team at Georgia Financial Advisors. Their dedication to helping individuals and businesses maximize their financial potential is truly top-notch. Five stars all the way! – Schyler Ek
REVIEW #6 – Had a great experience with Georgia Financial Advisors. Spent plenty of time over multiple sessions going over the financial landscape and my financial position. We were able to work on advanced strategies that worked best for me and my family’s future. Zach and Daniel were great to work with and I have been pleased so far. I look forward to this ongoing relationship. – Ricky Patel
REVIEW #7 – Our experience working with Olivia Jack has been outstanding! She listened to our concerns and hopes for the future and is helping to put more options into place. In the short period of time we have been working with her we have already seen positive changes to our portfolios! – Amy Wechter
REVIEW #8 – Found myself looking for a new job last summer and needed to re-invest my retirement funds. I’ve never had a full-time investment advisor and was extremely hesitant. A trusted friend gave me Daniel Rapp-Huffman’s name. Very glad I called and set up the meeting. Daniel has been kind and patient with all my questions and worries. If I didn’t understand something fully, he would gladly explain again to make sure I was okay and understood what the investments would consist of and how they worked. I am very thankful Daniel has made the re-investment of my retirement funds feel effortless. – Lilkraken
REVIEW #9 – We have had the pleasure of working with Ahmad Grays and Daniel Raps-Huffman for the last few months, and we are incredibly impressed with their expertise and dedication. From the very beginning, they took time to understand our financial goals and crafted a personalized plan that will significantly improve our financial health.
Daniel possesses an exceptional knowledge of the market and a keen eye for detail, which has helped us make informed decisions about our investments. They are always available to answer our questions and provide insightful advice, making complex financial concepts easy to understand.
What sets Daniel & Ahmad apart is their genuine commitment to their clients. They go above and beyond to ensure that we feel confident and secure in our financial journey.
We highly recommend Georgia Financial Advisors to anyone looking for a knowledgeable, trustworthy, and dedicated financial advisor. They truly have made a positive impact on my financial well-being. – Susan Cook
Creative Planning
ADDRESS: 3630 Peachtree Rd NE #300, Atlanta, GA 30326, United States
NUMBER: +1 404-487-0500
DESCRIPTION FROM BUSINESS: Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance…
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 – Creative Planning is excellent! We have been clients for many years! Their breadth of services meets all our needs. Our advisor, Stacy Lewis, is like part of our family. We highly recommend Stacy and Creative Planning! – James Sewell
REVIEW #2 – We have had incredible experiences with advisors at Creative Planning. We are extremely grateful for the advisement, expertise, and teamwork they are able to provide to our specific needs. – L Oliver
REVIEW #3 – Working with Jeff Juday of Creative Planning is always a pleasure. He is friendly, knowledgeable, and professional. He takes as much time as needed to explain retirement planning in a clear and accessible manner. All of the other Creative Planning staff we have worked with have been great. I highly recommend Creative Planning! – Barbara Grossman
REVIEW #4 – Jeff Juday and the Creative Planning team are top notch! I have been very impressed with how Jeff and his team have worked with us on all aspects of our financial plan over the past several years. I would definitely recommend spending time with him to learn how you can put the right plan in place for your future. – Brad Ivers
REVIEW #5 – I now do no need to worry about my finances. Annual review each year tells me where I am at and what my projections are so I can make sure there is money until I die. They have consistently outperformed the stock market. This is a service geared toward the client, taking in your own risk tolerance and incomes. It has made me realize I can do a few leisure things, and I won’t run out of many… and just how much I can spend because the projections can be changed real time to show the outcome during the review meetings. I would recommend this to anyone! – csias40
REVIEW #6 – I have been a client of Jordan Arave of Creative Planning for over 10 years. He and his team have done a great job with my investments and I highly recommend them. They also handle my taxes. – Julie Allnutt
REVIEW #7 – Our advisor, Jordan is always friendly and always professional. His conversations are direct and focused on our objectives, not his or that of the company. He takes the effort and time to explain strategies and their resulting benefits. – Wayne Flanagan
REVIEW #8 – Marjorie and Brooke are always welcoming and helpful. It is good to have the reassurance that all is well and on track. Love them both and they are doing a great job for me. – Judith Woerner
REVIEW #9 – Through the years that we’ve been with Jeff Juday and Creative Planning, there are two things we’ve been able to count on: 1) sometimes the market will be volatile. 2) The steady hands and voice of reason is a constant, no matter what the Market’s doing.
They plan ahead, adjust when necessary, then do it again. In a single word, they are TRUSTWORTHY! –
Stan Friedman
Elite Wealth Advisors LLC
ADDRESS: 550 Pharr Rd NE UNIT 400, Atlanta, GA 30305, United States
NUMBER: +1 404-777-1781
DESCRIPTION FROM BUSINESS: Your trusted partner in crafting personalized financial roadmaps to achieve your goals. We offer comprehensive financial planning tailored to your unique needs.
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 – I have been working with Amberly Postell from Elite Wealth Advisors for the past 2 years. This is my first time using a financial advisor. Amberly has been wonderful to work with. She listens to me and my future plans and goals. We have quarterly meetings and she is quick to respond when I have any questions or concerns. She is never pushy and is data driven when it comes to making decisions. I would highly recommend working with Amberly!!! – Riley Frerking
REVIEW #2 – Amberly has been so very helpful in planning my future investments as I near retirement. She is always responsive and extremely knowledgeable. The group prior never kept me updated and it was difficult to get to speak with the same planner. Amberly cares about her clients and I am very happy to have her as my advisor. – Robert santee
REVIEW #3 – I have been with Amberly for the past 5 years and have been more than happy with the financial advice that she has provided. She taken the time to understand my retirement goals and has been instrumental in keeping me on track to meet goals. I strongly encourage anyone looking for a financial advisor to give Amberly a call – Nicholas Meola
REVIEW #4 – I’ve been working with Kadian Clarke with Elite Wealth Advisors for over a year now. She’s very professional, knowledgeable, diligent, and easy to work with. She’s helped us maximize our gains with our retirement accounts and given financial suggestions to fund college for our children. I recommend her/Elite Wealth for your financial planning needs. – Jimmy M
REVIEW #5 – Amberly has been my advisor for a few years now. I wish I’d had her services earlier on in my financial planning. She’s also very easy to work with and listens to me to understand my needs. – Eric Arnold
REVIEW #6 – I highly recommend Kadian to anyone seeking a reliable and insightful financial advisor. She is knowledgeable in financial planning and investment strategies, explaining everything clearly. Kadian’s professionalism and dedication have helped me achieve and surpass my financial goals. Don’t hesitate to reach out to her—I promise you won’t be disappointed! – Ashley Onika
REVIEW #7 – Stephany Bautista has been my Fiduciary advisor for 3 years. She is always proactive in meeting with me for changing market trends and encouraging me to look at budgets and savings. She gives me achievable goals and helps me make informed decisions. She is wonderful to work with! – India Jackson
REVIEW #8 – Outstanding experience! Kadian Clarke provided exceptional service, demonstrating deep expertise and a genuine commitment to helping me achieve my financial goals. Kadian is attentive, patient, and took the time to explain every detail, making sure I was comfortable and informed throughout the process. I truly appreciate her professionalism and personalized approach. Highly recommend her for anyone seeking trustworthy and comprehensive financial advice! – Venecia Pearce-Dunbar
REVIEW #9 – Amberly Postell from Elite Wealth Advisors has been my financial advisor since 2021. Hiring her to help me with my financial planning and investments is one of the best decisions I have made in my life. Amberly is very knowledgeable, patient, and trustworthy; and an absolute pleasure to work with. Her advice is comprehensive, she comes prepared for discussions and she is adaptable to changing topics/situations. I find her integrity to be impeccable. She is straightforward, honest, and her commitment to being a fiduciary is stellar. She exudes authenticity and dedication in her work. Her analytical approach to wealth management, paired with her intense passion for the financial field, is truly unprecedented. She not only safeguards my financial interests but also works transparently to maximize my investment returns. With her expert guidance and support, I have seen remarkable returns on my investments thus far.
I would wholeheartedly recommend Amberly to anybody looking to create a financial plan. You’re in good hands with her! – Prasad Shetty
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