4 Best Gold IRA Investment Companies Near Me in Augusta, GA – Retirement Planning Services
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Fehrman Investment Group
ADDRESS: 2908 Professional Pkwy, Augusta, GA 30907, United States
NUMBER: +1 706-922-3590
DESCRIPTION FROM BUSINESS: Having choices is important in investing. We believe that as our clients lives evolve, their investments should as well. Since we are independent advisors, we are able to offer an extensive array of investment options and financial services.
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 – Will Caywood with the Fehrman Investment Group is a great guy to know! He’s very knowledgeable, but doesn’t exhaust you with schematics. He takes time to understand exactly what your financial situation is and what your goals are before offering advice. Really appreciate the exceptional service with this company! – Amy Wilkie
REVIEW #2 – Will Caywood possesses the knowledge and integrity to help you make the best financial decisions that match your retirement plans and desires. If you want a bright financial future, you can trust Will Caywood! – Bryan Connor
REVIEW #3 – I recently began working with the Fehrman Investment Group for my financial planning and investment needs. I would highly recommend them to anyone who is looking for a good financial adviser in the Augusta, GA area. – Laura Pope
REVIEW #4 – Will Caywood @ Fehram Investment Group in extremely knowledgable on how to help you make the best financial decisions that match your retirement plans/needs – ALLCLEAN Pressure Washing, LLC
REVIEW #5 – I was referred to the these guys because I needed some financial planning help. They treated me great even though I am only a investment beginner. – Eva Watkins
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Richard Young Advisors
ADDRESS: 205 Hudson Trace, Augusta, GA 30907, United States
NUMBER: +1 706-739-0725
DESCRIPTION FROM BUSINESS: Richard Young Advisors (formerly Richard Young Associates) are independent financial advisors who have been helping folks with financial planning and investment management for over 50 years…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with RYA on financial planning has been quite the best experience. Been working with Steve Marbert, 15 years and additionally more recent with Zack Albanese on the next phase of my retirement success plan. No question is nonsense to them. I’ve also had the pleasure of finally meeting Abbie one of the other rockstars on the super informative podcast Money MD. In person, she’s just as poised, polished, articulate and beautiful as she sounds on air. I highly recommend all of them. – Janet Payton
REVIEW #2 – Family oriented and comfortable location. It feels like you are talking finances in the comfort of your own home. You get a clear and concise overview of your financial situation as well as thoughtful advice on how to manage your portfolio. You can be as active or passive as you choose working with this team. Overall, I’ve trusted the team, and I haven’t been disappointed. I currently work with Ryan Borders, and it’s been a real pleasure getting to know him and have him managing my money. – C V
REVIEW #3 – Ryan Borders was the second advisor in town we went to see and he had multiple plans ready to go that were very clear and laid out for us. He educated us on what he does and how everything works. We loved this, because we have never had any advisor before and we were very uneducated in the process. It’s been almost a year as his client now, and we are very satisfied. 10/10 would recommend to anyone. – Michael Martin
REVIEW #4 – I’ve had a great experience working with Ryan Borders at RYA. He takes the time to really listen and explain everything in a way that’s easy to understand, which has made me feel confident about my financial decisions. I never feel rushed—whether it’s discussing investments, planning for the future, or just answering my many questions, the is always patient and thoughtful. Thank you, Ryan! – E. Stone
REVIEW #5 – I have been a client with RYA for over 20 years, and I have watch the business grow and mature alongside me. Now in my 70s, I deeply appreciate the multi-generational approach RYA takes.
My personal advisor, Steve Malbert, provides excellent oversight, and I’ve grown to appreciate the younger members of the team who bring great insight and knowledge. As we all know, you can’t know everything about everything, and RYA leverages their collective wisdom perfectly. – Craig Hall
REVIEW #6 – We have been very happy with our time with RYA! Ryan is AMAZING – always explains things clearly, listens to and answers our questions, and strives to make our experience the best possible. I would highly recommend him and RYA! – Marianne Player
REVIEW #7 – John, Matthew and Justin have been very helpful guiding us with our Financial planning . Providing various options. Everything is beyond our expectations. They have advise us. Like they say It’s our money, so we have the final say no pressure. Their advice includes estate and tax planning. Retirement is great and we feel confident our future is secure with RYA. – Susan Nicosia
REVIEW #8 – Whenever we meet with our advisor, we feel confident that we have received good advice and that he understands our needs and is working with us to help us achieve our goals. Great group of people – the rest of the staff are great and excited to help as well. – Cheryl Norris
REVIEW #9 – Richard Young & Associates is a wonderful Financial Service. Remembering our first appointment and the opportunity to meet with RY&A, JohnTravis we were so impressed. We discussed how we wanted to plan for our years ahead. At this time, we were in our 50s and had been saving in our 401k but our savings were not showing much growth. John was so personal yet very professional & knowledgeable of all aspects on ways to grow our investments while maintaining stability making our retirement dreams come true. Now 10 years later we feel like family, have retired and our savings continues to grow.
We meet twice a year or as often as needed to update us on the status of our accounts and what adventures we are experiencing in our retirement years. We receive monthly letters to update us on our account from previous month to current month.
The people from the receptionist to all the financial advisors are always willing to stop what they are doing to address any questions that should arise.
I highly recommend Richard Young & Associates whether you are just beginning to save or have been saying for a long time. – Sherry Chandler
Strategic Financial Management
ADDRESS: 140 Cooper Dr 2nd Floor, Augusta, GA 30907, United States
NUMBER: +1 706-434-8113
DESCRIPTION FROM BUSINESS: Strategic Financial Management (SFM) is a fiduciary financial advisor based in Augusta, GA and serving clients across the United States. We turn financial complexity into clarity with detailed financial planning, retirement income strategies, tax-efficient investment management, tax planning with in-house CPAs, 401K implementation and management, and estate/trust coordination…
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Strategic Financial Management has been an excellent partner in planning for retirement. Wes Sullivan and David Barnett take the time to explain options clearly, answer questions patiently, and create personalized strategies that fit my goals. I would highly recommend SFM to anyone looking for trustworthy guidance and a peace of mind when it comes to retirement planning. – Kirby Read
REVIEW #2 – David is amazing. He’s always give me sound financial and investment advice for me and my small business. If you are looking for someone to help with your retirement or financial planning, I’d highly recommend. Super friendly and always willing to help in any way he can. – Ben Woodward
REVIEW #3 – David is an expert in strategic financial planning, retirement readiness and long-term wealth building. David brings clarity and confidence to the overall financial picture. His communication is proactive and thorough, making it easy to navigate decisions around investment planning, portfolio management and cash-flow strategy. – Crystal Farrow
REVIEW #4 – Wes and David are very professional when it comes to my personal finances. They will make you feel right at home and are always available when I have questions. 10/10 I would recommend SFM to anyone! – Barrett Hughes
REVIEW #5 – Thankful for these guys, especially David Barnett. I have strengths and weaknesses, but one thing I can’t afford to get wrong is my retirement planning. That’s why David’s strengths in this area are a must for me. If you haven’t started planning yet, don’t wait another second. Call David at SFM and let him go to work for you. You’ll be glad you did (and so will your kids and your grandkids). – Eric Lairsey
REVIEW #6 – David Barnett and the team at Strategic Financial are tremendous to work with. So many other Advisors in the Augusta area are just doing what they’ve always done. SFM’s capabilities and outside the box thinking have paid real dividends for my family. It’s well beyond investment advice and retirement planning. The tax strategies and tax planning provided by SFM have made a big difference to what we actually earn as a household. – Jerry Lambert
REVIEW #7 – Tara Jeffers with Strategic Financial Management is the real deal. After working with her for several years, I can honestly say I would trust her with anything that’s mine. She continues to prove that authentic, customer-first service still exists. – Chris Connell
REVIEW #8 – I have worked with Wes Sullivan for years now. He always explains things clearly for me to understand and listens to exactly what my long term goals are. He even took the time to call me to discuss my account when there was a drop in the market. It’s hard to find good customer service like that. I would highly recommend Wes and the team at Strategic Financial. – Ashlee Wright Sullivan
REVIEW #9 – Working with David Barnett at Strategic Financial Management has been one of the best financial decisions I’ve ever made. David has an incredible gift for making complex financial topics easy to understand, and he takes the time to explain options clearly so I always feel informed and confident.
What stands out most is how much he truly cares about his clients. He listens carefully, tailors strategies to my personal goals, and follows up regularly to make sure I’m on track. I never feel like “just another account” — I feel like a valued partner.
Augusta is fortunate to have someone of David’s caliber in our community. – Karin Grablin
AP Wealth Management
ADDRESS: 1100 Frazier Dr, Augusta, GA 30909, United States
NUMBER: +1 706-364-4281
DESCRIPTION FROM BUSINESS: AP Wealth Management is a fee-only fiduciary firm in Augusta, GA, specializing in retirement and financial planning for local residents.
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 – Our experience with AP Wealth Management consistently exceeds our expectations. The entire staff is friendly, knowledgeable, and professional. They take the time to listen to our financial goals and offer guidance and personalized advice. We highly recommend them to anyone looking for a trustworthy partner to assist in their financial journey. – Kristin Creed
REVIEW #2 – Their expertise has been so valuable in managing family financial affairs during an often stressful time. They have made me feel comfortable in asking questions and they listen carefully to our goals and circumstances. highly recommend AP Wealth! – Jill Dromsky
REVIEW #3 – AP Wealth has an amazing team. We were welcomed, treated professionally and most of all the advice was extremely helpful! I look forward to working with them and am excited for what my family’s financial future holds! – Chris House
REVIEW #4 – The AP wealth team are wonderful to work with! There are so many options out there, but everyone here made us feel so welcome. We would recommend them to anyone looking to plan for their financial future. – Sydney Hazel
REVIEW #5 – Working with AP Wealth Management has made my life much easier and my future more secure. They are highly professional, proficient, detail oriented, have great systems and programs to work within. I highly recommend. – Reni Mitchell
REVIEW #6 – Knowledgeable and trustworthy advisors who are truly so helpful in every way. Millie is especially warm and welcoming. – Emily O’Gorman
REVIEW #7 – Clayton has helped me so much! The whole team went above and beyond for me. – Meghan McBride
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