4 Best Gold IRA Investment Companies Near Me in Bozeman, MT – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Blackmore Financial Solutions
ADDRESS: 389 S Ferguson Ave Unit 204, Bozeman, MT 59718, United States
NUMBER: +1 406-577-2277
SERVICES: Retirement Planning Services, Debt management counselling, Wealth management, Business Financial Advisor, Financial Advising, Financial Advisor For Couples, Financial Planning, Investment Advice, Investment Opportunities, Investment Planning And Management, Investment Strategies, Retirement Planning
OFFICE HOURS
| Mon | 7:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 4:00 PM | |
| Wed | 7:30 AM – 4:00 PM | |
| Thu | 7:30 AM – 4:00 PM | |
| Fri | 7:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Brock and Jen has been the best financial decision I’ve made in the last 5 years, both for my small business and for my personal finances. Brock acts as my company’s “CFO on the Go,” working in conjunction with my bookkeeper and accountant to help me understand the numbers and make educated decisions based on our performance and goals. They are excellent listeners, they are willing to think outside of the box, and they genuinely care about their clients. They don’t sell products based on what gives them the best commission. They get you set up with the products that are best for you. This versatility is unmatched in my experience, and I couldn’t be happier that I chose to work with this team. – Tessa Witmer
REVIEW #2 – First of all, Blackmore Financial Solutions is more than just a financial services company. Jen & Brock add VALUE to every business/individual they come into contact with. From the moment we met Jen & Brock, they started referring us to new customers, referring us to new vendors that could help us grow our business, and helping us plan for our future purchases/financial situation. We have received countless random “business idea” emails from Jen and great financial advice from Brock. I would highly recommend Blackmore Financial Solutions. If you want to work with a company that actually invests in you and your business, work with Blackmore Financial. – Taylor Webb
REVIEW #3 – Brock doesn’t just provide you with extremely intelligent analytical insight into financial planning, he is also mission driven to empower those who, such as myself, have very limited financial knowledge. The effect of this is to not only make sound decisions but to also help minimize fear through understanding and assessing risk. He will gladly give you the time and tools to make the financial decisions brought on by life’s everchanging circumstances. – Cameron Cook
REVIEW #4 – Jen and Brock are honest, trustworthy and very knowledgeable. I am a family and business attorney and have worked with them on several occasions and highly recommend engaging them to assist you in any business or family law related matters as well as from a financial planning and management perspective. – Lori Harshbarger
REVIEW #5 – We LOVE working with Jen and Brock. From our very first meeting, we knew their knowledge and expertise would become invaluable to us.
Brock has a great ability to explain complex financial concepts in a way that is easy to understand. They are patient and take the time to make sure that we fully comprehend everything we discuss. Jen is an incredible asset to the team as well and is great at laying everything out, taking the good and outing the bad, always helping us feel empowered to take control of our finances.
They have helped us feel more confident and in control of our future, and we are grateful for their guidance and support. – Beau Perra
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Palisade Financial
ADDRESS: 1610 Ellis St Ste 3A, Bozeman, MT 59715, United States
NUMBER: +1 406-582-1082
SERVICES: Retirement savings consulting, Financial planning, Investment advising, Wealth management, Comprehensive Financial Planning, Corporate Retirement Plans, Financial Advisors, Financial Planning Retirement, Investment Advisor Representative, Investment Advisory Services, Retirement Planning, Tailored Financial Plan
OFFICE HOURS
| Mon | 7:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 7:30 AM – 4:30 PM | |
| Wed | 7:30 AM – 4:30 PM | |
| Thu | 7:30 AM – 4:30 PM | |
| Fri | 7:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Dave Cole and his team have brought attention, integrity, and expertise to each interaction I have had with them. They listened to our goals and provided thoughtful counsel and a plan of action to help us achieve them. I would recommend Palisade Financial without hesitation. – chelsea thomas
REVIEW #2 – Palisade Financial has enable us to retire with confidence and a plan to be good stewards and enjoy life. The staff is pleasant, efficient & kind. Of course David Cole is a great financial advisor! May 2025 be filled with blessings and joy! – Bill & Barbara Cole
REVIEW #3 – Dave Cole and his team are incredible to work with. I have been working with them on my financial planning for the last 4 years. They are attentive with my current and future financial needs, incredible response time, and super easy to work with. I cannot recommend them enough! – Shyla Syverson
REVIEW #4 – This is a great group of professionals. They are attentive listeners, and are responsive to your financial needs. They respect your level of risk, and do not try to push you beyond your comfort level. Most importantly, when you call the office you get a live person who will make sure your request is attended to. Their advisors are happy to return your call in a reasonable amount of time. We feel like our money is well cared for. What more can you ask? – Steven Klein
REVIEW #5 – I have my personal accounts as well as our business 401K accounts through Palisade, and the team is always attentive and responsive. I recommend Palisade Financial with no hesitation! – David Loessberg
Core Wealth
ADDRESS: 315 Edelweiss Dr, Bozeman, MT 59718, United States
NUMBER: +1 406-624-6094
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 – Dan and Katie are the best! Super easy to talk to and actually listen to what you need. Love that they’re right here in Bozeman and genuinely care about the community. If you’re looking for financial help without all the stuffy corporate vibes, these are your people. From the Clean Cut Painters Family 10/10 recommend! – Elson Iragorry
REVIEW #2 – Katie and Dan are a great duo. Both provide a level of expertise and communicate well. They have an awesome understanding of the long-term power of investing. They’ve been a great resource for my retirement planning as a first-time investor. – AJ Echols
REVIEW #3 – Katie and Dan are the most amazing team! They both care so much about the people they work with and their goals. I cannot recommend them enough. If you are starting your financial planning journey or if you are ready for retirement, they are the best place to go. They are invested in you! – Allison Urbasich
REVIEW #4 – We decided to open a small investment account that we could add to periodically for our granddaughter, now 9. Katie Ritter is our primary financial consultant for this account. She listened to our wants and needs. After going over the pros and cons of each option we decided a aggressive growth would be best, based mainly on the length of time before the money would be needed. We felt confident trusting our money to Core Wealth. Dan and Katie Ritter treated us with respect. I recommend them without reservation. – Terry Maloy
REVIEW #5 – Huge shout-out to Katie Ritter! Core Wealth is beyond lucky to have her. I’ve known Katie for 15 years, and after seeing all of her creative Instagram posts, I was finally ready to admit that I am at a point in my life where I needed real financial guidance, not random tips from the internet. I reached out to her, and within our very first meeting I was completely on board. She made it clear there’s no “right” or “wrong” time to start, just the decision to start, and showed me how Core Wealth sets you up for long-term financial success, not just quick wins. Even though I have already had multiple 💪💪
In the first month alone, she helped me track down three old 401(k)s from different institutions and consolidate them into one. The monthly budget tool on the platform is also a total game changer. I immediately learned that my unhinged impulse buys and charitable contributions needed some reallocation.
Katie is incredibly skilled at explaining exactly what we’re doing and why, in a way that actually makes sense. She keeps me accountable and on track while still being relatable, flexible, and a genuine joy to work with. She takes the stiffness out of traditional financial institutions and makes the entire process feel like a true partnership. I can’t wait to look back on this review in five years and celebrate everything we’ve built together. Thanks Katie, you are the real cat’s pajamas! – Annie Siudzinski
Waypoint Wealth Management
ADDRESS: 4351 Fallon St Unit A, Bozeman, MT 59718, United States
NUMBER: +1 406-522-4760
SERVICES: Financial Plans, Business Plans, Group Benefits, Investment Accounts, 401(k), IRA, Roth IRA, Retirement Planning, Investment Advisory Services, Investment Solutions, Retirement Planning Services
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 – LOVE your new space! Congratulations and best wishes. We are so lucky to be with Waypoint. Best team and always looking out for our interests. Thank you all! – Catherine Walgren
REVIEW #2 – Zach and the team are great to work with. Prompt response times, and always give great advice! – Andrew Ash
REVIEW #3 – I have been with Zach now for 18 years and have always appreciated his responsiveness and knowledge. He has grown his office over the years which speaks to the quality job he does. I have recommended Zach to friends and fellow business owners and have not regretted doing so. – Mtpowder
REVIEW #4 – Zach and the team do a great job. Even though my family doesn’t live in the area anymore we still use them to help plan for the future. What I appreciate, is Zach can help breakdown the technical aspect of investing but keep it simple for normal people like my self to understand. No hesitation to use and recommend WWM – Robert Price
REVIEW #5 – I’ve been a client of Waypoint Wealth Management for several years, and I can confidently say that their service is outstanding. The team is incredibly knowledgeable, responsive, and genuinely dedicated to helping me achieve my financial goals.
From creating a comprehensive financial plan to making well-informed investment decisions, they have guided me every step of the way. I greatly appreciate their transparency and the personalized attention they provide.
I highly recommend Waypoint Wealth Management to anyone seeking a trustworthy and professional partner in their financial journey. – Athena Paint
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