4 Best Gold IRA Investment Companies Near Me in Billings, MT – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Carson Wealth
ADDRESS: 3178 Gabel Rd Ste 1, Billings, MT 59102, United States
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Comprehensive Plan, Estate Financial Planning, Financial Adviser, Financial Management, Personalized Investment Strategy, Retirement Planning, Retirement Strategy
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 – True North has always been interested in understanding our lives and lifestyles, our risk tolerance, and they anticipate our needs. They truly care about their clients and want to help us achieve our goals in life. Their fees are low, and are based on portfolio value, giving them incentives to maximize performance. David and Ty and their entire staff are always ready to help meet our needs in any situation. – Mark Holm
REVIEW #2 – David was very organized and inciteful at our review. Even though he is my son, I thought he did very well. He had some great ideas and presented us with some well done reports. – Patsy Guenthner
REVIEW #3 – If you’re thinking about retirement financial management, think about David and his team at Carson Wealth. They always put their clients first with a personable and professional style. No hard sells, just good financial management. – D.L. Carter
REVIEW #4 – We’ve had a fantastic experience working with Carson Wealth – True North Financial, specifically with David Guenthner. David and his team are professional, knowledgeable, and truly take the time to understand our goals. They provide clear guidance, practical strategies, and ongoing support that gives us confidence in our financial future. We appreciate their personal approach and would highly recommend them to anyone looking for trusted financial planning. – Jeff Tulett
REVIEW #5 – I’ve had a great experience with Carson Wealth – True North Financial. The team is incredibly professional, responsive, and genuinely takes the time to understand your financial goals and values. They don’t just offer cookie-cutter advice; instead, they craft a plan that feels personal and strategic.
What stood out most was their transparency and communication—whether it’s market updates, portfolio changes, or just checking in, I always felt informed and in control. It’s clear they prioritize long-term relationships over quick wins.
Highly recommend for anyone looking for a trustworthy, forward-thinking financial partner. – Brittney Storfa
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Adam Gross, Financial Advisor
ADDRESS: 176 S 32nd St W STE 1, Billings, MT 59102, United States
NUMBER: +1 406-794-2627
SERVICES: Advisory Services, Funds Retirement and Retirement Solutions
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 – HIGHLY HIGHLY recommend Adam and the A-game he brings on investing and managing money towards retirement. I have seen my money grow quickly and have appreciated how in tune he always is with daily market changes to maximize my gains. – T Shack
REVIEW #2 – If you are looking to review your retirement accounts or look over your life insurance with someone trustworthy, take them to Adam. He will make it easy to understand so you know how it all works, and he is easy to work with! We had such a good experience with him. – Jan Wattles
REVIEW #3 – After getting married and starting a family it seemed like everything was going great until I started thinking about retirement. When should I start? Is it too late? How much do I need to retire? These were all questions I was asking but I did not really know any of the answers so contacted Adam Gross. Adam asked me questions about my life, income, family, when I want to retire, all so we could determine how much I would have to put away each month to achieve my retirement goal. We talked about tough questions, like, what happens if I die? What happens if my wife dies? I had never even thought about life insurance and with so many options Adam was able to guide a plan that works best for my family and my situation. I still have a good 20 years until I retire but now I have a plan. I know that if something happens to me my family is taken care of and when I am ready to retire I can do so with no worries. Thank you Adam you have helped me get on the right track to retirement. – Jesse Frickle
REVIEW #4 – If you’re looking for financial advisers, look no further, Adam’s your man! Super personable, and easy to understand. Really opened my eyes towards the future and made me aware of the present choices I was making. Like I said, look no further! Adam kills it! – Samantha Waller
REVIEW #5 – Adam brings a wealth of knowledge to the table. He is very professional and passionate about the services he can provide to secure anyone’s future! Highly recommend him. – Amber Wallace
Spitfire Financial Group
ADDRESS: 2877 Overland Ave # B, Billings, MT 59102, United States
NUMBER: +1 406-657-9621
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management Estate Estate, Estate Investment, Investment Advisor, Retirement Planning
OFFICE HOURS
| Mon | 9:00 – 4:00 PM | |
|---|---|---|
| Tue | 9:00 – 4:00 PM | |
| Wed | 9:00 – 4:00 PM | |
| Thu | 9:00 – 4:00 PM | |
| Fri | 9:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brian and his team have helped me navigate through the ever changing investment landscape for 16 years now. More importantly they are always willing to visit with you about the real things that matter like family, your life activities and the weather. I wouldn’t want to be with any other company. I trust them, I get honest feedback and opinions and would recommend this team to anyone. – Shawn Shifley
REVIEW #2 – Brian and the Spitfire Financial Group are first class in everything they do. They offer everything you need to set yourself up for financial security. I have been with Brian for over 25 years and as I start to look at retirement, I am thankful he has guided me and my family along the way. – Derek Gackle
REVIEW #3 – I’ve been a client of Spitfire for years, and I wouldn’t trust my finances with anyone else. Brian and his team are incredibly hardworking and proactive. They don’t just manage my money; they truly listen to my goals and make sure every decision is in my best interest. It’s a huge relief knowing I have a team with such high integrity in my corner. – Carlett Hogan
REVIEW #4 – Brian and Spitfire Financial have assisted my family for several decades to achieve and exceed our goals in retirement planning, educational planning and acquiring life insurance. Brian’s ability to help us make good decisions about our future planning have been most appreciated. – Steven Fugate
REVIEW #5 – Brian, Jeff, and the crew at Spitfire Financial are top notch financial professionals. Brian has worked with my family for 25+ yeaars. As a retired individual, a parent, and grand parent I can’t thank Brian enough for his years of thought provoking advice. He is thorough, knowledgable, and more than willing to listen and teach. Without his professional assistance and kindness, we would be looking at a different picture of retirement.
Brian has advised and managed saving money, but also has advised on property (“diversification is good”) matters, guiding us in buying, financing, and managing issues. He has other professionals he has worked with, and willing to refer to those that he has experience with.
Knowing and working with Brian has been a true blessing for me and our family. He has advised in saving, changes needed with 410Ks, estate planning, and tax implications. He also can throw in a bit of HS Volley ball and Basketball if needed.
I would encourage you to give him a call for future financial planning If you are thinking of seriously planning for a more
successfully stable financial future. – Carol Sikel
Edward Jones – Financial Advisor: Michael A Vondra, CFP®|CEPA®|ABFP®|AAMS®|CKA®
ADDRESS: 1645 Parkhill Dr Ste 7, Billings, MT 59102, United States
NUMBER: +1 406-247-0748
OFFICE HOURS
| Mon | 7:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 7:00 AM – 5:30 PM | |
| Wed | 7:00 AM – 5:30 PM | |
| Thu | 7:00 AM – 5:30 PM | |
| Fri | 7:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had a great experience working with Mike Vondra. Mike is very knowledgeable and takes a genuine interest in both your financial goals and your professional aspirations. He takes the time to understand your situation and provides thoughtful recommendations. –
Mike is committed to building long-term relationships and helping clients succeed. He has a great team that is responsive, professional, and always willing to help. I highly recommend Mike and his team to anyone looking for a trusted financial advisor. –Adam Malloy
REVIEW #2 – Mike is an outstanding advisor. He is genuine and makes my wife and I feel valued. Mike takes time to explain complicated financial concepts in ways that we can understand and is objective in how he gives us information while letting us make the decision for what will be best. Lastly, and most important, he not only uses his head but also his heart when he works with us truly showing that he cares not only about us as clients, but also about us as people. For those reasons Mike Vondra is the best financial advisor you will find. – Tyler Munson
REVIEW #3 – We highly recommend Mike Vondra, and his great team Flyssa and Edie.
They are all so patient and are excellent listeners! They have really helped us navigate the overwhelming process of financial planning for our family and our retirement. We appreciate their questions that get us thinking about life events that we know are upcoming, but may not have thought to put into our financial plan. They have guided us in working out the details of succession planning for our small business, college expenses for our children, weddings (as we have been blessed with four girls), vehicle purchases, home improvements, goals we want to achieve and what kind of lifestyle we hope to have in retirement.
It’s such a comfort knowing that we are on the right track and that someone knowledgeable is always just a phone call away! – Teresa Harris
REVIEW #4 – I’ve been with Mike for 3 years now and I couldn’t be happier with the service I’ve received from him. He’s a trusted advisor that I know has my best interests in mind. I appreciate his approach to portfolio management in that it is a collaboration between him and his clients. He goes the extra mile to educate and keep his clients informed throughout the year. He is passionate about his work and is always looking for ways to improve the already excellent service he provides to his clients. His staff member Flyssa is equally great to work with and is always very helpful. Highly recommended! – Noah Tibesar
REVIEW #5 – I have been so impressed with Mike as our financial advisor for the past few years. He is so knowledgeable and is very intentional about taking the time to slow down and make sure my husband and I understand the ins and outs of our investments. As someone with no financial education background or experience I was very overwhelmed at first but Mike is so kind, welcoming and professional he quickly put me at ease. I would highly recommend him to any of my closest family and friends! – Alicia Berve
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