4 Best Gold IRA Investment Companies Near Me in Cedar Rapids, IA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Strategic Financial Solutions
ADDRESS: 222 3rd Ave SE #280, Cedar Rapids, IA 52401, United States
NUMBER: +1 319-363-2509
DESCRIPTION FROM BUSINESS: For Individuals: We help you simplify your financial life. We’ll invest time upfront getting to know you then use a suite of tools to coordinate a comprehensive analysis of your financial pictures and chart your progress. For Businesses: We want to be your 401(k) Plan Advisor. We work as an extension of your HR team to protect your time. We help with 401(k) plans, Defined Benefit Plans…
OFFICE HOURS
| Mon | 7:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 7:00 AM – 4:30 PM | |
| Wed | 7:00 AM – 4:30 PM | |
| Thu | 7:00 AM – 4:30 PM | |
| Fri | 7:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The new offices seemed very nice, I loved that they also took care of my parking while we took care of my transfers. Now I just have to water and see how they do while handling my money. – David Hamer
REVIEW #2 – Very Friendly and outgoing help me with my financial needs. I would recommend them to everyone. – Rae Usovsky
REVIEW #3 – Jordan was a pleasure to work with, he explain things very well.. – Jeff Eggers
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Basepoint Wealth, LLC
ADDRESS: 4144 Golf St NE, Cedar Rapids, IA 52402, United States
NUMBER: +1 319-826-1898
DESCRIPTION FROM BUSINESS: Since 2017, Basepoint Wealth has been a cornerstone of financial guidance in the Cedar Rapids, Dubuque, and Davenport areas. As a distinguished registered investment advisor, this independently owned firm is committed to helping individuals navigate their financial futures…
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’m happy to recommend Basepoint Wealth. They’ve always been honest, credible and trustworthy. Their knowledge of stocks and different investment options is impressive and they always explain things in a way that makes sense.
I really appreciate that they provide clear and regular updates so we always know how our investments are doing. They also take the time to understand our financial needs and goals, which has helped us build wealth while keeping our risk low.
Overall, Basepoint Wealth has been great to work with and I’d happily recommend them to anyone looking for a solid, dependable financial advisor. – Karl Kolz
REVIEW #2 – We have been using Basepoint Wealth to manage our investments for nearly 20 years. The team of expert advisors and accountants at Basepoint Wealth listen first to our needs and comfort level of risk to provide the financial strategy that best fits those needs. We are grateful for their flexibility, their willingness to offer advise at any time, and the technology employed to provide the best services possible. We are extremely pleased with the success of our investments through Basepoint Wealth, and with their guidance, are confident in our financial status both now and in our retirement. – Brenda Sorensen
REVIEW #3 – We’ve had Kate and Allen as financial advisors for 20 years, long before they founded Basepoint Wealth. Kate, Allen, and Shayne monitor, listen, and advise us on managing our investment portfolios. They look beyond finances and numbers, to who we are as individuals, parents and grandparents, and what our hopes for the future are. We value their financial advice and friendship.
As fiduciary and fee-only advisors, they focus on our interests and needs. There are no commissions that might influence their advice. Kate, Allen, and Shayne work diligently to optimize our financial outcomes while reducing risks. Thank you, Kate, Allen, Shayne, and all the Basepoint Wealth staff! – Sue Kvach
REVIEW #4 -I have been a client of Basepoint long before it became Basepoint. First with Kate Wallace and now with Shayne Boles. It’s been an excellent experience and I obviously trust them with my money. Which, by the way, is doing quite well!
Shayne is good at explaining what’s going on in a way that I can understand. I have always felt free to call if I have a question about anything. I never feel like I have asked a stupid question. Everyone with whom I have come into contact at their office is friendly and welcoming.
I also started having my taxes done when that service was added. It’s great to have it all under one roof so the communication about my information is seamless. I highly recommend Basepoint! – Sharon Ramsay
REVIEW #5 – I can’t say enough good things about Basepoint Wealth. Before working with them, we weren’t sure how long our investment income would last or whether we could comfortably enjoy vacations, family weekends, and do home improvements. Thanks to Basepoint’s guidance, we now feel confident and secure about our financial future. Everyone we’ve worked with has been so professional and truly a pleasure to work with — it’s clear they genuinely care about their clients and want the very best for them. – Kris Kolz
REVIEW #6 – After a life time of managing my own retirement portfolio I felt is was time to align with a wealth management team that would engage with me strategically – for the long haul – in my retirement years. I found that team at – Base Point Wealth. Their fiduciary approach (new to me) has met my expectations in both -communication and performance. If you’re considering a transition or change with your portfolio and wealth planning goals, give Kate and her team a call. They listen, they’re transparent and they perform. – greg stewart
REVIEW #7 – I have been with Basepoint Wealth for many many years. I have had the pleasure of working closely with Kate Wallace and now Shayne Boles. Friendly and very knowledgeable in their field. I also have the pleasure of working with Mason Owens to help me process my income taxes. This is a very well rounded company and I am very thankful I have them looking after my financials and retirement plans. I feel safe having them as my team to lean on for my future. – Mary Lenart
REVIEW #8 – KC is fantastic. He made me feel at ease and really listened to me when I was telling him
about my financial goals. He took the time to explain my options to me and customized a plan accordingly. I felt that he wanted what was best for me and my family and wasn’t trying to sell me things that didn’t match my needs. I wish I could give him 10 stars – C. Christensen
REVIEW #9 – I have had great experiences with Basepoint advisor Bryan Knudson. I am POA for my dad who is 90. We are in process of moving more assets toward Basepoint wealth due the attention and care we experienced. Part of dad’s assets were in government bonds that I had no idea how to manage. With Bryans help along with other advisors we came up with a good strategy and learned how to best handle those bonds. Bryan was very helpful in the process and spent a lot of time helping us get a handle on them, even though they were not part of the Basepoint asset package. Thanks Bryan!
Bryan helps with my dad’s assets, but we have been with Kate, Allen, and Katie with our personal assets from before Basepoint Wealth existed. Kate is our advisor. She provides great service, quick responses, and sound advice. Basepoint Wealth’s approach to financial planning is first to listen well, and get to know the client and thier financial desires and expectations. The advisors then work closely with Basepoint’s “financial team” to come up with a financial plan that best aligns with the client’s wishes. So far , over time, our assets have out performed our expectations and even in the off years have done better than the markets. We are very happy with the attention to detail, friendly communication, and great results we have been blessed with working with Kate and everyone at Basepoint Wealth. We also use Basepoint Tax services to prepare our taxes. Very handy to use the same umbrella for both services. – Doug Kula
Carson Wealth
ADDRESS: 835 3rd Ave SE, Cedar Rapids, IA 52403, United States
NUMBER: +1 319-200-8700
DESCRIPTION FROM BUSINESS: Carson Wealth provides financial advisor and retirement planning services in Cedar Rapids. Since 2018, we’ve helped individuals, families, and businesses with financial planning, portfolio management, and comprehensive wealth strategies…
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have worked with Justin at Carson Wealth for a few years now. He is very knowledgeable and has done a great job in helping us prepare for our financial future. I highly recommend Carson Wealth for any financial support and guidance. – Linda Carpenter
REVIEW #2 – Chris Graw at Carson Wealth is an outstanding financial advisor. He and his awesome team have guided us through personal retirement planning with clarity and confidence, and his expertise with business 401(k) plans has made the entire process smooth and stress-free. Chris also brings valuable tax strategies to the table, helping us make smarter decisions and keep more of what we earn. He’s knowledgeable, responsive, and genuinely invested in our long-term success. Highly recommend Chris to anyone looking for a trusted advisor who goes above and beyond. – Chris Mueller
REVIEW #3 – Some of the best in the Biz! Our family has enjoyed the process, education, encouragement, and honest feedback we have received from the Carson Wealth team. The opportunity they provide for seamless translations between family units has been invaluable. They have been wonderful to our family as it has grown, great for advice in our professional growth. Their space is absolutely the bees knees and we love coming in to see it. – Paul Desmond
REVIEW #4 – Our family has been a client of Carson Wealth for about three years and we are so thankful for being referred to them. Matt Hinz has been an incredible advisor. His knowledge and ability to explain various scenarios and make recommendations has been invaluable. – Joe Palermo
REVIEW #5 – We’ve been working with Carson Wealth and our advisor Justin for over 10 years and couldn’t be happier with our investment portfolio’s growth and the expert advice he provides. He has gotten to know us as both clients and individuals and we enjoy the personal relationship that we have built with him.
Justin and the entire office work together as a team and are knowledgeable, responsive, trustworthy, friendly, and caring. In addition to our investment accounts, we are able to consult with Justin on many other finance-related topics: employer savings options like 401K’s and ESOPs, life insurance, estate planning, retirement issues, social security and income tax decisions. We have referred several friends to Justin and Carson Wealth and they have all been pleased with the free initial consultation and their decisions to put their investments in his hands.
We appreciate the regular reviews and market outlooks we get from Justin and his team and trust the personal financial guidance we receive. – Sarah Vieth
REVIEW #6 – Kathy and I are happy we attended Russ and Charlie’s introductory financial classes several years ago. Russ and now Justin have helped us organize and guide our finances. Russ, Justin, and the entire team are knowledgeable, genuine, professional, prompt, and trustworthy. We highly recommend the Cedar Rapids Carson Wealth team. – Glen Meisner
REVIEW #7 – Carson Wealth has been amazing to work with. Justin Schultes has helped us grow our portfolio and is always available to answer any questions that come up. Highly recommend! – Dale Felton
REVIEW #8 – Very pleased with Justin and the team at Carson. He listens to our needs/wants and gives good advice to get us headed in the right direction, so we are set up to retire comfortably. We are never pushed or “sold” into anything we are not comfortable with. – bmollenhauer1
REVIEW #9 – For many years we have trusted the advisors at Carson Wealth, especially Chris Graw and his team, for their advice, expertise, and communication regarding our life savings. They have helped us immensely and we recommend them wholeheartedly. – William Nicholson
Creative Planning
ADDRESS: 417 1st Ave SE STE 300, Cedar Rapids, IA 52401, United States
DESCRIPTION FROM BUSINESS: Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement 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 – The number one thing that resonates with me is Creative Planning’s responsiveness in a critical situation. We had a data breach event and as soon as they were made aware of it, CP reacted promptly to secure the email account of the affected employee and begin a system analysis to determine how access was gained and to what extent data was compromised. Once the access point was known (a third party HCM), CP gave us direction as to mitigating current damage and preventing similar breaches going forward. – Lynne DeVore
REVIEW #2 – Creative Planning always provides prompt and excellent service! – Liane Lance
REVIEW #3 – kristi was polite, friendly and very helpful. – Antwoin Wiggley
REVIEW #4 – very nice, knowledgeable and efficient guys! – Jennifer Wolfe-Brown
REVIEW #5 – Prompt service and friendly personnel that are willing to help! – Erica Davis
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