4 Best Gold IRA Investment Companies Near Me in Cary, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Raleigh Wealth Solutions
ADDRESS: 117 Edinburgh S Dr #110, Cary, NC 27511, United States
NUMBER: +1 919-852-1215
SERVICES: Insurance annuity investment advisement, Tax planning, Wealth management, Annuities, Asset Protection Strategies, Estate Planning, Inherited Retirement Accounts, Ira And 401(K) Rollovers, Retirement
OFFICE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been with Raleigh Wealth Solutions for a year. Very satisfied with the advice, products and services provided. George is very responsive and listens closely to financial/investment goals and concerns. When you call RWS you typically reach Michele who is a delight to deal with for scheduling and availability of the advisors. Very happy overall! – Bill Pevey
REVIEW #2 – I have been with RWS and Mikayla Raleigh in particular for over a decade. I have found their counsel to be well informed and specific to my situation. They provided me options to invest that met my needs for tax management and retirement goals. I find their communication to be exceptional and ever patient with my many questions regarding complicated investment vehicles. You will be well served to utilize their expertise. – Angelina Franklin
REVIEW #3 – I have worked with Mikayka and her team for several years, and the experience has been exceptional. They are knowledgeable, responsive, and genuinely attentive to my financial goals and priorities. Mikayka takes the time to listen, understand my needs, and develop a personalized strategy that aligns with my long-term objectives. Thanks to her guidance and expertise, I feel confident in my financial plan and my ability to achieve my financial goals. I highly recommend Mikayka and her team to anyone looking for trusted financial professionals who truly care about their clients’ success. – MicB
REVIEW #4 – My wife and I have experienced exceptional customer service at Raleigh Wealth Solutions. They have been advising us now for 2 years and they have made our retirement plan a priority in getting us the financial assistance we need. If your looking for a team of financial advisors who actually listen to your needs then you’d do well to give them a call. – Jack Smith
REVIEW #5 – Choosing Raleigh Wealth Solutions as our financial advisor was one of the best decisions we ever made. They don’t treat us like clients. They treat us like family. Communication is spectacular and they are always ready and willing to answer any and all questions we have. They present us with opportunities and solutions that truly align with our goals and have given us a peace of mind we did not have before working with them. I can’t recommend them enough! – Debra Nagle
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Cardinal Hill Wealth Management
ADDRESS: 1143 Executive Cir STE B, Cary, NC 27511, United States
NUMBER: +(919) 297-2712
SERVICES: Estate planning, Financial planning, Tax planning, Wealth management, Financial advisor, Investment Management, Investment Advisory, Investment Analysis, Retirement Planning
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 – Jessie Harris has been amazing. I’ve been searching for someone trustworthy to help me better understand the risks versus benefits of maintaining a rental property. He was so thorough to explain concepts that were over my head and he truly helped me feel confident in my financial decisions going forward. I highly recommend him and his team to anybody that needs financial clarity. – J D
REVIEW #2 – We’ve had such a positive experience working with Cardinal Hill
Wealth Management company. They truly care about their clients, taking the time to understand our goals and values. It’s clear they’ve built their business on family principles and a genuine commitment to the community. Honest, professional, and trustworthy—highly recommend! – Camille Knudstrup
REVIEW #3 – The whole team at Cardinal Hill is exceptional. They are professional while remaining so approachable and personable.
Jessie, Robert and Brooke are each incredible people and together they make a dynamic team with all the necessary expertise and skills to guide people towards their financial goals. They listened to us so well and helped us build a financial plan that works towards our future goals. Working with the team at Cardinal Hill has been a joy. We are so thankful for the ways they take the administrative work off of us and reduce our stress in planning for the future. They are authentic, trustworthy and great people to have in your corner! – Keith Tanya Fortier
REVIEW #4 – I had a great experience working with Jessie at Cardinal Hill Wealth Management. He took the time to understand my financial goals and gave me clear, practical advice that made me feel confident about my next steps. Jessie even served me coffee during our meeting and helped me focus on creating a thoughtful plan for my kids’ future. He’s knowledgeable, patient, and truly cares about helping families build a solid financial foundation. Highly recommend! – Natalie Adeleye Minott
REVIEW #5 – I’ve been working with Jessie at Cardinal Hill Wealth Management for the last year on setting up investments portfolio for retirement and couldn’t be happier with the service. Jessie took the time to really understand my financial goals and explain complex investment strategies in terms I can actually understand. He ia professional, knowledgeable, and genuinely seems to care about helping clients succeed rather than just pushing product that didn’t connect to my strategy. I’d definitely recommend Cardinal Hill to anyone looking to plan for retirement. – Vieux Vanie
Family Legacy Financial Solutions
ADDRESS: 6501 Weston Pkwy Ste 300, Cary, NC 27513, United States
NUMBER: +1 919-379-9000
SERVICES: Advisory Services, Comprehensive Wealth Management Services, Educational Seminars, Estate Planning, Financial Advising, Financial Solutions, Generational Wealth Planning, Retirement Planning
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 – My wife and I have been working with Family Legacy for several years and they have always been great for us. They take our personal needs into account when investing for us and always make sure we understand how things are progressing towards our goals. We highly recommend them to anyone in need of financial advising. – Robert Bourgeois
REVIEW #2 – We started working with Family Legacy over 4 years ago. We selected them because we were more than just another client to them. They were genuinely concerned with helping us navigate a path towards retirement. With their assistance, I was able to retire early. They also took a lot of the stress out of making major financial decisions. It is especially helpful to have a trustworthy advisor when trying to ride out the ups and downs of the market. – John Mann
REVIEW #3 – Joined Family Legacy 3 yrs ago. Had to move accounts for my sister from Colorado, and my accounts from Indiana, to consolidate with one broker/manager. The transition was not easy, but went smoothly with the assistance of Todd, Michelle, and Josh. Questions answered quickly and customer service and support top notch. Highly recommend. – Richard Mitchell
REVIEW #4 – Great customer service and customer focus! The Family Legacy Team always makes time for questions regarding market changes to help understand fluctuations and what they are doing to promote growth for their clients. We have been pleased with their service and friendly staff. – Jennifer Pearce
REVIEW #5 – If you’re looking for a financial planner who combines expertise, integrity, and a personalized approach, Family Legacy is the perfect choice. From the moment I began working with them years ago, I knew we were in capable hands.
They have an exceptional ability to break down complex financial concepts into clear, actionable strategies tailored to individual and family goals. Whether it’s retirement planning, investment management, or tax optimization, Family Legacy offers thoughtful and forward-looking advice that instills confidence.
One of the things I appreciate most is their genuine commitment to my financial success. They listen attentively, ask insightful questions, and adapt strategies as our circumstances evolve. Beyond technical expertise, their dedication to ethical financial practices ensures that every recommendation is in my best interest.
Thanks to Family Legacy, I feel empowered and secure in my financial future. If you’re seeking a knowledgeable, trustworthy, and client-focused financial planner, I wholeheartedly recommend them. – Paul McRae
Retirement Solutions
ADDRESS: 1140 Kildaire Farm Road, ERA Building, Suite 200-6, Cary, NC 27511, United States
NUMBER: +1 919-696-9664
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 really enjoyed meeting Fred Hicks today, he was professional but still very personable. He is most informative and takes his time to make sure you understand everything, he doesn’t make you feel rushed to make a decision. I feel like I have definitely met someone I can trust with my families future!! – Lourie Meade
REVIEW #2 – My boyfriend and I met Fredrick Hicks a little over one month ago. He came to our home and discussed my options in rolling over my IRA and purchasing a Life Insurance policy. He was patient and went over all the details that I needed to know in order to make an informed decision. I found Fred very easy to talk to and easy to understand. He is knowledgable as well as very personable. I feel that we made the right decision to to go with asurea and Fredrick. – Beverly Sondej
REVIEW #3 – Fred provides exceptional customer service and is truly and expert in his field. He provided my husband and I a great deal of knowledge about annuities and retirement funds and how they work. We also love the fact that he gives us the freedom to make our own decisions, without any pressure. We definitely would recommend Fred to everyone who is looking to learn more about their retirement and looking to store their funds in a safe and effective place! – Euniqua Bullock
REVIEW #4 – Fredrick Hicks consulted with my husband and I regarding an annuity option. My husband was familiar, but, I never knew how an annuity worked. Fredrick gave us some great information on how the annuity is a safer option. With an annuity, you never lose money, you get the ups of the market and none of the downs and it has the ability to pay a monthly income. That really appealed to us and what we would like to accomplish with retirement. With all of the knowledge and information, Fredrick shared with us, it helped us to make an informed decision to start an annuity account. My husband and I are so glad we got the opportunity to meet Fredrick to help with our retirement planning. Thank you so much for the invaluable information you shared with us! We are now his clients for life! – Tanika J
REVIEW #5 – Fredrick Hicks is a God sent gem! Back in 2014 , he took the time to educate my husband and me on our insurance options. We were confident that what we chose was extremely beneficial for our future.
Recently, my dad was finalizing his estate planning and wanted to ensure his coverage was a good one. Fred took the time to explain his options as well. My dad wasn’t sure about moving forward and it took us some time to work with him. I called Fred and he came back and patiently worked with us. My dad, who is sometimes hard to please, was extremely comfortable with the option he chose and was very grateful that Fred took the time and patience with him.
We will be recommending him to many others friends and families. – Tikeesha Satterfield
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