4 Best Gold IRA Investment Companies Near Me in Charleston, SC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Hampton Park Financial Planning
ADDRESS: 293 President St, Charleston, SC 29403, United States
NUMBER: +1 847-899-3461
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning and Wealth management
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Grant has been an excellent experience. He brings a level of care and attention to detail that we haven’t experienced with other advisors. What stands out most is that he’s not trying to sell us financial products—he’s genuinely partnering with us to look at all aspects of both our company and personal finances.
For the first time, this feels like a true financial advisory partnership—focused on our overall financial wellness. The work we’ve done together is already making a real impact.
If you’re considering Hampton Park Financial, I highly recommend giving them a call. You won’t be disappointed. – Holly Bruns
REVIEW #2 – Working with HPFP has been a total game-changer for my husband and me. Grant’s strategic guidance has given us so much clarity for our long-term financial future, and Nolan is always on top of things—incredibly fast to respond and deeply knowledgeable. Their tax planning and financial advice go far beyond what we originally expected. We are so grateful for the entire team, and I recommend them to anyone looking for top-tier financial guidance! – Lindsey Crane
REVIEW #3 – Grant and his team assist me with my personal finances, my wife’s, and my multiple businesses.
I have nothing but good things to say about the HPFP team. Nolan is incredibly responsive and knowledgeable, and Grant’s guidance has been a godsend for our long term planning.
The tax planning and financial advice has been more helpful than I could have ever expected.
Absolutely recommend working with this group! – Nick Crane
REVIEW #4 – I truly cannot say enough good things about Grant and his team! He has really maximized our income and come up with creative ways to plan for our future. – Meredith Murphy
REVIEW #5 – We’ve had a wonderful experience with Hampton Park Financial! Their team is knowledgeable, thoughtful, and genuinely takes the time to understand our goals. We feel confident knowing we have them in our corner and would highly recommend them! – Kevin Murphy
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Island Park Private Wealth
ADDRESS: 224 Seven Farms Drive Ste 200, Charleston, SC 29492, United States
NUMBER: +1 843-628-1176
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 expect my account is a relatively minor account for Island Park , but it has always been very proactively managed. They stay on top of the various managers they use and when performance slacks off they address it and then make changes when they deem appropriate. My experience with other advisors was a tendency to stay entrenched with their preferred sources, for who knows what reason. Regular monthly contact keeps me feeling involved and valued. – Mary Fisher
REVIEW #2 – Migrated over with Mike from day one and never looked back. The team provides transparent, invaluable insight into their investment strategy while simultaneously helping us navigate IRAs, 529’s, and really any matter pertaining to wealth management. – Patrick Munley
REVIEW #3 – Been using James Sheehan and his team since 2018. Professional, knowledgeable, courteous, very customer focused. Would recommend this to anyone that does not have an FP or is not happy with their current FP – Edward Casanova
REVIEW #4 – In these uncertain times. I have complete confidence in Island Park to manage my funds carefully. This peace of mind is paramount to keeping the retirement years comfortable. I speak from experience as I have known Mike Z for many many years.
Thank you for protecting myself and future generations – pam buck
Bellerophon Wealth Management
ADDRESS: 1032 Savannah Hwy, Charleston, SC 29407, United States
NUMBER: +1 843-868-4042
SERVICES: Wealth management for professionals, Retirement Planning, Small Business Retirement Plans, Investment Management, Wealth Management Services, Financial Planning Services, Financial Planning for Professionals, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Retirement-related financial consulting
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:30 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 started working with Trent nearly a year ago. We couldn’t be happier! We have been saving with hope, for our future. The future is getting closer every day now. We have learned to trust God in everything we do, Proverbs 3:6 In all your ways acknowledge Him and He shall direct your paths. I can say without hesitation that Trent truly cares, he works hard caring for his clients and is a man of integrity. And we would strongly recommend him in planning for your families future. – Danny Mcjunkin
REVIEW #2 – Trent has been my financial advisor for the last 10 years, and I have been very satisfied with the guidance he has given me with my finances. He always lays out all of my options so clearly and helps me feel more confident in my decisions. If you are looking to grow your wealth and need some guidance, I would highly recommend Trent. – Tatiana Pouch
REVIEW #3 – Trent is an exceptional financial advisor. He’s knowledgeable, thoughtful, and takes the time to truly understand your goals. He explains things clearly, offers honest and strategic advice, and makes you feel confident in every decision. As a small business owner himself, he brings a level of care and personal investment you don’t find at larger firms. I highly recommend Trent to anyone looking for a trustworthy advisor who genuinely has your best interests at heart. – Trace Conway
REVIEW #4 – I’ve had an excellent experience working with Trent. He has helped me establish and organize multiple accounts for myself, my children, and even one for my employee. Trent has made what could have been a complicated process feel smooth and manageable from the start. – James Murphy
REVIEW #5 – Trent has helped me with my 401k account for about 3 years now and it has always been an exceptional experience. I’ve never had someone get back to me so quickly and answer any questions I have! Highly recommend this company – Sky Stone
REVIEW #6 – Trent is phenomenal! My husband and I have been with him for over 6 years, and I cannot express how fantastic he is in his communication, and financial guidance. He always made a point to have us in annually to review everything in-person, and we continually communicated changes needed throughout the year to improve our portfolios.
Trent is a great teacher, and very good at what he does. We highly recommend Trent to anyone looking to be educated in the financial market world, and especially those looking to seek financial gain to better their future. – Alexandra Hood
REVIEW #7 – We had the pleasure of working with Trent Derrick for 7 years. He is very knowledgeable and has the heart of a teacher. His goals, and achievements, are providing the customer with the best recommendations and advice in order to reach their desired potential. We are moving to the UK and are, unfortunately, having to move our accounts. It’s been a pleasure working with Trent and he will be very difficult to replace. – William Reilly
PGI Financial Services
ADDRESS: 2467 Savannah Hwy Ste 520, Charleston, SC 29414, United States
NUMBER: +1 843-284-0370
SERVICES: Estate planning, Financial planning, General investment consulting, Insurance annuity investment advisement, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Wealth management, Asset Preservation Strategies, Employee Retirement, Investment Advisor, Ira Legacy Planning, Retirement Income Strategies, Retirement Plan
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 – The staff at PGI Financial is a pleasure to work with. Paul and Carrisa are very knowledgeable with helping you grow your financial portfolio. We meet with them every 6 months but anytime you have a question, you can call or make an appointment with them at any time. Diane is great to work with and she will help you anyway she can. – Bob Mori
REVIEW #2 – Retirement was both exciting and nerve racking. Thank goodness we found PGI Financial! Paul, Carissa, and Diane provided professional and friendly service and we could not be happier we chose them! Good people. – Jeff Denton
REVIEW #3 – My husband and I are so happy with PGI Financial Services. They are very professional and very family oriented. You feel like part of the family once you join. They also offer Estate Planning and Accounting services which has been a great addition for us, since they all go hand in hand. I love having a one stop shop for all of our financial needs. – Anna Searle
REVIEW #4 – I’ve been working with Paul MacDonald for quite a few years now. When I first went to Paul’s office, I didn’t know a thing about investments or planning for my future. Paul was able to explain my options in terms I could understand. The PGI Financial team is friendly and helpful. I feel completely comfortable and confident working with Paul MacDonald and the entire PGI Financial team. – Paula Thomas
REVIEW #5 – This team, led by Mr. MacDonald, are second to nobody in superior financial management. I have first hand knowledge Paul and Carissa are masterful in managing portfolios of any size. Additionally, his holistic team approach, includes partnering with other life planning service agencies. Estate, taxes, end-of-life, and financial planning – you get it all, with Paul. 🙂 – Rick Lynch
REVIEW #6 – As always, Paul, Carissa, Eve and team welcomed us warmly and professionally. The update of our financial holdings was superb and a thorough explanation of current market volatility was made. Additionally, a new, safe position was explained for additional funds we wish to invest.
PGI Financial Services are extremely professional and caring to clients and we are proud to be part of their “family”. – Tim McSwain
REVIEW #7 – I have been a client for 13+ years and cannot say enough about Paul and his team managing my financials / taxes to get me in a position of where I am totally financially independent for the rest of my life! As Paul told me when I retired, “you cannot out live your money”. – Dan Moylan
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