4 Best Gold IRA Investment Companies Near Me in Chapel Hill, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Woodward Financial Advisors
ADDRESS: 101 Glen Lennox Dr #110, Chapel Hill, NC 27517, United States
NUMBER: +1 919-929-2495
SERVICES: Advisory Services, Estate Planning, Financial Planning And Investment Management, Insurance Retirement, Investment Strategies, Retirement Planning, Tax Advice, Wealth Management Services
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 – Absolutely the best decision we made approaching retirement. Prior to that I was with an institutional consulting firm so was unable to move accounts. We met Woodward through long-time friends and are grateful for that introduction. Highly recommend considering these folks! – Rick Simpson
REVIEW #2 – I lucked into my relationship with the remarkable Woodward team, and couldn’t be more grateful. Long-time advisors to my parents, Woodward provided invaluable guidance to me as I supported my parents as their POA. Exquisitely knowledgeable, wonderful communicators, and compassionate human beings, the Woodward team proved themselves more than worthy of my parents’ trust and confidence… and mine. Thank you, Woodward!! – Julie Huffaker
REVIEW #3 – While I have only been a Woodward Financial Advisors customer for a few years my parents were their customers for many years. The level of personal service and advice extends beyond mere investment. They care about the person, not just the account. I cannot imagine how we would have navigated my parent’s decline and death without their help. We will always be grateful for the guidance they provided. – Sara Hieke
REVIEW #4 – Working with Woodward Financial Advisors has been an incredibly positive experience. Their team is highly knowledgeable, professional, and genuinely committed to helping us achieve long-term financial goals. They are partners with us, working to achieve our goals and adapting to our changing needs. I highly recommend them to anyone looking for trustworthy and expert financial guidance. – Eric Sherk
REVIEW #5 – They are the best! A pleasure to work with. – Nikki Shine
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Hilltop Wealth Advisors
ADDRESS: 6340 Quadrangle Dr #100, Chapel Hill, NC 27517, United States
NUMBER: +1 919-401-1500
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Financial Advice, Financial Advisor, Financial Planning And Investment Management, Investment Advisory Services, Investment Strategy, Personal Growth, Portfolio Management, Wealth Advisors
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 – Hilltop’s Wealth Advisory Service is Steady as a Mountain. Working with Chris Hostetler as my financial advisor has truly been an experience akin to climbing a mountain with an expert guide. From the beginning, he provided a steady foundation – like the solid base of a mountain – making sure I understood all the necessary steps to start my financial journey. As I encountered steep slopes and rocky paths, Chris navigated challenges with expertise, offering clear advice and encouraging me to look at the bigger picture of my lifetime portfolio, much like appreciating the breathtaking mountain views after a tough climb. What sets Chris and his Hilltop team apart is their reliability. No matter how uncertain the economic terrain, I always feel secure, knowing their dedication and professionalism have helped me to reach new financial heights I hadn’t thought possible. If you’re looking for a financial advisor who will help you scale your financial goals and stand by you through every twist and turn, Chris is the mountain investor guide you want by your side. Hilltop Wealth Advisors are top-notch! – Catherine Stewart
REVIEW #2 – We have been with Hilltop Wealth Advisors for many years. Their management of our retirement portfolio is nothing short of spectacular. Their expertise, knowledge, and anticipation of market and financial movements are thorough, meticulous, pro-active, and structured in such a way to ensure the best possible outcome for client goals and needs. Their communication with clients is totally outstanding, timely, and always informative. The entire staff, and in particular our Advisor, David Wise, go above and beyond to know clients personally and to maintain a continued relationship. We are extremely comfortable, confident, and pleased with Hilltop Wealth Advisors and very strongly recommend them for financial management and advice. – Richard Lynch
REVIEW #3 – My wife and I have worked with Hilltop for many years. We worked with Chris Hostetler and now we are working with Brittany Brinckerhoff. We feel confident in our financial situation and have no doubt in our minds that it is due to the guidance and support that we have received from Chris and now Brittany. My wife and I are presently retired. I was a high school teacher and my wife was a registered nurse. Although both of those careers are not “high earning” ones, we are now enjoying our retirement and are able to do what we have always wanted, especially travel. We feel like we owe it all to our work with Chris – and we’re confident that Brittany will continue to insure that our retirement continues to be on solid ground. Paula and I highly recommend Hilltop. Both of us believe that everyone should work with a financial advisor and Hilltop would be an excellent choice. – Thomas Brown
REVIEW #4 – We are very pleased with the services, expertise, and thoroughness provided by Hilltop in particular with Chris. Our meetings are personal, and tailored to our specific needs, plans and goals. Chris does an excellent job providing different scenarios depending on which direction we are considering for investments and retirement. We would highly recommend Hilltop Wealth Advisors. – Aaron Goetz
REVIEW #5 – Hilltop Wealth Advisors stands out from any other financial firm. This dedicated team approaches financial management with a unique blend of wisdom, knowledge, and heart. They are committed to continuous learning and growth, applying effective strategies to help clients achieve their financial goals.
I have been with my advisor for nearly a decade. Chris Hostetler has been by my side through the challenging experience of losing my spouse, guiding me through the complexities of Social Security, Class B stock, insurance payments, taxes, and reinvestments. Hilltop genuinely cares for its clients, taking the time to understand each individual and meeting them where they are, based on their personal goals and values.
I cannot express enough how much I value this firm and the comprehensive support they provide. – Amy Durso
Old Peak Finance
ADDRESS: 100 Europa Dr #410, Chapel Hill, NC 27517, United States
NUMBER: +1 919-459-8181
SERVICES: Estate planning, Financial planning, Retirement savings consulting, Tax planning, Wealth management, Company 401k Plan, Financial Planning And Investment Management, Financial Planning And Portfolio Management, Financing Plan, Investment Accounts, Investment Advisor, Investment Advisory Services, Investment Strategy, Retirement Advisor, Retirement And Tax Planning, Retirement Financial Plan, Stock Investments
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 highly recommend the team at Old Peak. They are hardworking, ethical and extremely thoughtful in developing custom advice. As fiduciaries and fee only planners their incentives are transparent and aligned with their clients and there is no pressure to buy the latest hot stock of the day. They have done an outstanding job in helping my wife and I understand the options and tradeoffs we face as part of our financial plan and are always willing to go above and beyond. It has brought us great peace of mind to have pros like Old Peak on our side! – Barry Asin
REVIEW #2 – My husband and I have been clients of Old Peak Finance for over six years. Rick and his firm have been smart, thoughtful, helpful, and extremely responsive financial advisors during our tenure with them. They approached their job with sophisticated financial knowledge and great humanity when we experienced an unexpected life trauma which my husband and I appreciated greatly. I’m proud to recommend Old Peak to others. – Carol Vorhaus
REVIEW #3 – Old Peak Finance is exemplary in all areas of financial planning, providing prompt customer service from universally stellar, ethical, hardworking and kind employees. They offer a wide breadth of financial planning services that are highly detailed, innovative and personalized. Old Peak follows researched-backed investment practices to help clients meet short term needs while maximizing long term financial results. As a retiree, who has previously had mixed experiences with several top financial management companies, I’m delighted to now be a client of this hidden jewel of a firm! – Catherine
REVIEW #4 – We have been Old Peak clients for about 6 years now, and have had nothing but positive experiences. In addition to our investments, they have assisted with other issues such as tax questions, SSA changes, and unexpected life situations. They are always very responsive, open and professional in their information and advice. Everyone we’ve worked on our Old Peak team has been friendly, caring and engaging. We look forward to working with them into the future as we continue to navigate life’s many opportunities and challenges. – Chris Boroski
REVIEW #5 – Old Peak Finance is the best! We moved to Rick Waechter and his team perhaps 10 years ago, and the difference has been quite astounding. Old Peak tailors their investment strategies to your goals, will run scenarios at any time with different parameters to help you plan for the future, and is always available for guidance. In addition, they take a comprehensive and holistic view of your financial picture. We went from merely having stock funds at our previous firm, to having conversations about estate planning, umbrella insurance, tax saving strategies and more. They work seamlessly with our accountant as well. I am so thankful to have Old Peak as our financial partner and planner. I feel at ease knowing I have their expertise to advise us and guide us through each stage of our financial needs. I recommend Rick and his team wholeheartedly. – Wendy Tanson
Zenith Retirement Planning
ADDRESS: 50101 Governors Dr #160, Chapel Hill, NC 27517, United States
NUMBER: +1 919-360-0160
SERVICES: Investment advising, Tax planning, Wealth management, Advanced Planning, Comprehensive Services, Customized Retirement Plan, Estate Planning, Financial Advisors, Financial Plans, Financial Strategy, Investment Advisor, Investment Advisory Services, Investment Consulting, Investment Plan, Investment Strategies, Retirement Strategies
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 4:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I recently had the pleasure of meeting with Robert Martin and very impressed with the information he provided to us during our meeting. Robert is professional, extremely knowledgeable and patient. He took the time to answer all of our questions pertaining to tax saving and potential investment ideas.
We would not hesitate to recommend him to any “Senior” trying to navigate through the tax savings maze. Do give him a call. – Debbie Piazza
REVIEW #2 – Rob and the Zenith Retirement team helped me figure out the best way to navigate a difficult financial move without losing all of my money. He patiently listened to me, and he figured out a way to help me earn money on my investments instead of losing it. I am extremely grateful for his advice. I would highly recommend Rob and his team for all of your financial needs. You won’t regret it. – Lilith Waters
REVIEW #3 – Robert’s advise has been invaluable and the timing for connecting with him was perfect. There are many changes to deal with and to prepare for in post retirement. Proper planning can go a long ways and Robert has been very helpful and responsive. – Bill Vanca
REVIEW #4 – In the last six months, my wife and I have become clients of Robert Martin, of Zenith Retirement Planning. So far our experience with Robert has been outstanding. He is highly responsive, reliable, and extremely knowledgeable in his profession. We have found his coaching and explanations of the various investment options at our disposal to be clear, concise, and easily understandable. It has actually been fun working with him, and we look forward to our one on one sessions. – Thoma Connolly
REVIEW #5 – With Robert Martin at the helm of Zenith Retirement Company, you are in great hands! He and his colleagues are kind, honest, trustworthy, and flexible. They will help work with you to meet and cover ALL your needs.
Mr. Martin walked us through on what our budget would look like and what our budget is now that we retired from the work force. He continues to help us stay on our budget track! He has helped us through the process of moving a multi-million dollars of trust fund to a better investment bank. He also helped us by connecting us to various retiree expertise, such as for medical/medicare insurance, estate planning to helping younger clients learning how to budget. I highly recommend Mr. Martin and his team! Give Zenith Retirement Company a call now and see how they can help you! – Glenda Allinder
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
