4 Best Gold IRA Investment Companies Near Me in Austin, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
REAP Financial
ADDRESS: 9414 Anderson Mill Rd #100, Austin, TX 78729, United States
NUMBER: +1 512-249-7300
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Advisors, Insurance Advice, Investment Advisor, Investment Consulting, Investment Management, Investment Planning, Ira Legacy Planning, Retirement Advisor, Retirement And Investments, Retirement Income Planning. Retirement Income Strategies, Retirement Readiness
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 – Even though I had a financial planner all my life to help get to where I got, come retirement time, I needed help to get me where I wanted to go. Leah and her team helped me feel more confident in the numbers I was calculating and the came up with a plan going forward. Questions were answered to help me clearly understand that plan and I feel more at ease on this next step called “retirement.” I look forward to the partnership going forward and making sure the everything executes according to plan. Thanks! – JamesinTX C
REVIEW #2 – Working with Justin S. at REAP Financial has completely transformed our outlook as we quickly approach retirement. Justin’s expertise, combined with the incredibly efficient, professional, and friendly support from the client specialist team—Ashley L., Bernadette M., and Lata W.—makes us feel completely valued and secure. REAP Financial handles everything under one roof, from wealth management and investments to estate planning. What we appreciate most is their proactive approach to protecting and preserving our wealth post-retirement, ensuring we don’t fall victim to market volatility. Justin has been instrumental in teaching us exactly how we will strategically spend our hard-earned money with smart tax diversification in mind, minimizing our future tax burden and making our portfolio last. We couldn’t ask for a better partner to guide us across the retirement finish line! – Elizabeth Harvey
REVIEW #3 – I highly recommend REAP Financial. Their attention to detail, updates and informational changes are constantly shared not to mention the outstanding customer service they provide. Working with Chris, Mariah and Lata is always a pleasure and know I and my accounts are in good hands.
Thank you REAP Financial! – Jeri Rice
REVIEW #4 – There were some snags on my former employers end (they failed to tell me they had changed 401(k) providers, they refused to sign needed paperwork, etc.), and Kate Newman persevered through it all, finding where my funds have gone, dealing with red tape, and finally, getting my funds invested in my Fidelity account. She has been awesome to work with, and I look forward to many years of working with her and Chris Hundl! – Susan D.
REVIEW #5 – REAP has managed our retirement for 7 years now and we’ve had excellent results and are highly confident in their ability to manage our funds The staff is super responsive. When Mom passed, she had a lot of different accounts, policies and claims, and they helped us navigate the mountains of paperwork and the system. We would have had a really hard time doing it on our own.That in itself is priceless. There’s never been pressure to invest their way, they have always given us multiple options and explained the pros and cons of each. Highly recommend REAP. – Suzanne Petersen
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Retirement Planners of America
ADDRESS: Quarry Oaks I, 10900-A Stonelake Blvd Ste 135, Austin, TX 78759, United States
NUMBER: +1 512-593-7400
SERVICES: Supplement Insurance, Estate Planning, Retirement Strategy, Retirement Planning, Tax Planning, Life Insurance and Financial Advisory
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 – Tom Pace and the RPOA team are fantastic and patiently meet with us a few times a year to review, update and advise us about our retirement plan. They have done a great job with our investments in both protecting and growing our retirement savings and their knowledge and attention to detail is second to none… Highly recommend! – Michael Black
REVIEW #2 – I highly recommend RPOA for anyone looking for help with retirement planning. Tom Pace in Austin and the rest of the RPOA team genuinely care about their clients. They manage your money wisely and offer assistance with all the issues related to retirement. They do a great job communicating with clients about market conditions, and they teach you how to retire well. I’m glad I can call Tom in good times and in times of crisis. – David Burleson
REVIEW #3 – We have been clients of RPOA and specifically Tom Pace for several years. Tom always looks out for our best interests and knows our plan and requirements in depth. He always responds to quickly any time we have questions, concerns or need insight into an ever-changing retirement landscape. I recommend that anyone looking for help planning or living in their retirement years consider Tom and RPOA to take the worries out of retirement. – Mike O’Donnell
REVIEW #4 – Tom has been our money manager for over 4 years. He is always very professional when reviewing our accounts. I am a person who doesn’t completely understand the markets and Tom puts things in layman’s terms so I can understand what has happened. He is patient and kind when explaining things to me.
We have been completely satisfied and have recommended friends and family to RPOA. – Sylvia Kukol
REVIEW #5 – I have been a client of RPOA, and specifically with one CFA for about 15 years. They have guided me through the investment process and options provided through my employer, to make the best decisions for building my nest egg for retirement. My financial advisor has done an amazing job and I continue to benefit in retirement. I have complete trust in him and RPOA. – Kris Sandefur
49 Financial
ADDRESS: 3711 S MoPac Expy Bldg 1 Suite 150, Austin, TX 78746, United States
NUMBER: +1 512-241-7341
SERVICES: Estate Planning, Estate Tax, Financial Advisors, Financial Planning Investments, Financial Solutions, Independent Financial Services, Investment Advice, Investment Advisor, Investment Advisory Services, Investment Management, Investment Strategy, Legacy Planning, Life Insurance, Planning Retirement, Retirement Accounts, Retirement Projections, Risk Management 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 – I am so thankful for 49 Financial and all that they have done to help get my finances in order. When I transitioned out of corporate into the non-profit sector, Benedict Lee helped me roll over my 401K into an IRA and explained every step along the way, giving suggestions and recommendations on what would be best for my financial and retirement goals. Overall, advisors at 49 Financial are professional and incredibly knowledgeable with all things finance. They are full of character and integrity. They offer excellent service and truly stand behind their core values. I always and will continue to always recommend 49 Financial to anyone! – Lisa Doan
REVIEW #2 – I’ve been working with some great people at this Company. Jeremy and Benedict have super helpful and have been there every single step of the way. I can totally trust what they are doing and the advice they give. Love what they stand for and their vision. And of course, they have saved me money while making more from my investments. – Stan Chang
REVIEW #3 – 49 Financial has been so helpful to me. Finances was never a language I was fluently literate in. Benedict Lee has been super patient in teaching, guiding, and helping me in making decisions that will best suit my financial goals and needs. Our meetings have always been professional & informative! He even keeps updated when life changes happen (he walked my husband and I through our finances after we got married!). Can’t recommend Ben and his firm enough! – Jenny Luong
REVIEW #4 – We have been with 49 Financial for awhile now. We cannot say enough good things about Paul and Benedict. They are both very kind, intelligent, and so very fun to talk to. We are of retirement age and greatly benefited from their knowledge and strategy for our age and situation. We are so very thankful for them and know they will take care of everything. – Glenda Watkins
REVIEW #5 – What a refreshing and caring group financial planners. Jonathan and Patrick laid out a plan that consolidated all my investments and provided a strategy that balanced risk and protection to meet my comfort level. The strategy was easy to understand, and they took the time to walk me through why it was right for me. I’m 7.5 years from retirement and feel more confident in my ability to retire on time and live comfortably. There was no pressure to buy additionally life insurance or any other products or services. They respond immediately to calls, texts, and emails to address any concern I might have. Great service and I never feel rushed when speaking with them. – Duane Mize
Strategic Capital – Wealth Management Austin
ADDRESS: 2801 Vía Fortuna #250, Austin, TX 78746, United States
NUMBER: +1 512-900-0792
SERVICES: Estate planning, Financial planning, Investment advising, Wealth management, Investments and Insurance, Advanced Planning, Alternative Investments, Company Sponsored Retirement Plans, Comprehensive Plan, Corporate Retirement Plans, Dedicated Investment Management, Financial Advising, Group Retirement Plans, Investment Advisory Services, Investment Options
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 have been with Strategic Capital since 2024. I’ve had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here. – Alex R
REVIEW #2 – We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.
They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands. – Rusty Johnson
REVIEW #3 – Look no further for your financial advisor! My wife and I started working with Chris and Bobby a few months ago after I began searching for financial advisers in the area. I read their strong reviews here on Google and have been so glad to have found them! They are so easy to work with and truly go at their clients pace, ensuring that we’ve been comfortable 100% along the way. They’ve explained their strategies in easy to understand ways and are always a phone call away if I have questions or want to learn more. My wife and I have never felt better about our financial future thanks to Chris and Bobby and we’re excited to see the dividends for years to come. I highly recommend giving them a call! – David B
REVIEW #4 – My husband and I have been working with Chris Hernandez since 2013 and we cannot say enough about how much we appreciate him. He helped us turn a challenging and difficult mess into a robust plan that has worked beyond our expectations. Chris didn’t just give us good advice or a quick fix, he gave us lasting solutions that continue to meet our needs as we age and our lives change.
He supported us as we cared for an aging parent, providing solutions that met our ever changing needs. Because we had Chris to guide us, we were able to care for our loved one the way we wanted to without worrying the money would run out. (I cannot begin to imagine how hard our journey would have been if we had stayed with our previous financial advisor.)
We can never thank Chris enough for how much genuine help he has brought to our family and we cherish the relationship we have built with him over years of being his client. – Andi Donner
REVIEW #5 – I’ve recently started working with Chris and Bobby, and I’m beyond grateful to have found them.
I’ve worked with a few different financial advisors over the years, but none compare to Chris and Bobby. They are genuinely kind, compassionate, and operate with the highest level of integrity. It’s also very clear that they truly care about helping their clients succeed and doing right by them.
They’re incredibly responsive, attentive, and dependable. Whether I reach out via text or email, they always respond promptly with well thought out, clear advice, and actionable next steps.
Beyond the exceptional customer service, I’ve also been really impressed with how structured and transparent the entire engagement has been. Chris laid out each step of the process clearly from the beginning and followed through on every step. He took the time to explain the financial strategy and investment plan in a way that felt thorough, clear, and easily digestible.
As a small business owner, I also really appreciate how supportive they’ve been, not just of my personal financial goals, but of my business as well.
I feel incredibly fortunate to have found Strategic Capital. For the first time, I truly feel supported and in good hands when it comes to my financial health and future. I highly recommend them to anyone seeking trustworthy, dependable financial guidance delivered with exceptional integrity and genuine care. – Aliz Axmann
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