4 Best Gold IRA Investment Companies Near Me in Charlotte, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Cornerstone Wealth Planning
ADDRESS: 7810 Ballantyne Commons Pkwy #200, Charlotte, NC 28277, United States
NUMBER: +1 704-849-0123
SERVICES: Retirement Planning, Comprehensive Financial Planning, Comprehensive Wealth Management, Financial Advisory, Financial Planning And Investment Management, , Tax Planning, Wealth Advisors, Wealth 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 – We have been dealing with Cornerstone for quite a few years now and I have to say they are a great team of folks to work with. We have other family members also with Cornerstone and Chris comes out to meet with all of us, both collectively and individually without us traveling to the office. This is very convenient and considerate. We really appreciate this! Special mention to Gina, Sid and Chris, who we usually work with. I have no reservations in recommending this firm for all your financial planning. – Donald Rorie
REVIEW #2 – 5 years ago I attended one of Chris Knights retirement educational classes and was impressed with the class and with CornerStone Wealth team. I was looking ahead 10 years before my retirement for planning and strategy. I signed on with them shortly after and have had nothing but the best experiences and service. I fully trust my advisor and team. Communication is above and beyond. I am fully informed on everything and always get any of my questions or concerns addressed. I highly recommend this financial group to everyone. Very personalized, professional, trustworthy, and experienced. – Kathy Venable
REVIEW #3 – Chris Knight at Cornerstone Wealth Planning has managed our retirement funds for almost a decade. I was worried about turning our funds over to Chris to manage as there are lots of horror stories out there about unscrupulous folks who sound legit on the surface and are actually the exact opposite — leaving their clients destitute. We went to a class he taught at the senior center and were impressed. Then we checked his references. Then we met him in person. Bottom line, we turned over all our retirement funds for him to manage and it was the best financial decision we have ever made. Here are a few of the things we really like: He keeps you informed with face -to- face meetings every six months and monthly webinars. He gives you an extensive written report at your meetings that shows your current returns, but also forecasts into the future giving you peace of mind that your funds will last. He answers your emails immediately. He listens to what your needs are and modifies disbursements accordingly. He invests your funds wisely taking into account appropriate levels of risk. If you have a financial question outside his expertise (wills, trusts,etc), he will make referrals inside and outside of his company to help you . More important than all of the things I listed is that I have found him to be a person of integrity. When you allow someone else to manage your life savings, that is number one on my list. – Barbara Osgood
REVIEW #4 – We could not be more pleased with the relationship we have with Cornerstone Wealth Planning. The level of professionalism and integrity we have experienced as clients has been outstanding. Our investments have been very profitable and have exceeded our expectations. We particularly are so grateful for Stewart Neeley. We have complete trust in his oversight and we truly look forward to our one on one time with him. Christopher Knight’s webinars have been so useful. They are thorough and well explained. The office staff is warm and helpful. We feel valued as clients and never leave their office with out being grateful for our partnership with Cornerstone. – David and Laura Quinteiro
REVIEW #5 – My wife and I joined Cornerstone Wealth Planning almost 10 years ago. With Chris Knight and his team’s guidance we are living our dream retirement in Hilton Head Island, SC with financial stability. The team has restructured our investment over the years to meet our risk comfort level that has returned great results year in and year out.
Chris’s monthly Market Webinars keep you up to date on news that affects your investments and action the team is taking to protect your nest egg! Special Market updates are provided when markets take a drastic turn to educate and reassure you Cornerstone is in your corner with a plan to help you sleep at night!
I highly recommend you consult Chris and his team at Cornerstone Wealth Planning with your investment needs! – Gregory Mathison
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Tristate Financial Advisors
ADDRESS: 4235 S Stream Blvd #420, Charlotte, NC 28217, United States
NUMBER: +1 704-644-7866
SERVICES: Estate planning, Financial planning, General investment consulting, Insurance annuity investment advisement, Investment advising, Retirement savings consulting, Tax planning, Wealth management, 401k Investment Options, Advanced Insurance Strategies, Alternative Investments, Assets Under Management, Independent Financial Planners, Individual Investments, Individual Retirement, Investment Account, Investment Advisors, Retirement Accounts, Retirement Funds, Retirement Planning, Retirement Planning Solutions
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 obtained Tristate Financial Advisors’ services earlier this year and my retirement portfolio has dramatically increased since then. Benjamin and Lauren are my advisors and they made this process extremely easy, providing step-by-step instructions and following up consistently on any outstanding items. I highly recommend TFA, especially if this is your first time approaching any financial advisor. – David Yoo
REVIEW #2 – I have worked with Sean for nearly 2 years now. I was one who placed my 401K funds in a general retirement fund and leave it. Working with Sean has been an outstanding experience from the start. He took the time to truly understand my goals, explained every option in a clear and approachable way, and always provides thoughtful, well‑researched guidance. He reviews every year what my existing fund would have made, versus where he has grown my funds and it far exceeds the annual fee. His professionalism, transparency, and genuine interest in my financial well‑being sets him apart. I feel more confident and organized about my future retirement than ever before, and the progress we’ve made in a relatively short time has been remarkable. If you’re looking for someone who combines expertise with authenticity and puts your interests first, I highly recommend Sean McCabe. – Kent Braxton
REVIEW #3 – I have been working with Sean McCabe and Ryan McCallister (Charlotte office) on my portfolio, targeting best investment based on my age. Can’t say enough about these two gentleman, they have been more than patient in answering all my many questions, taking the time to explain to ensure i was comfortable as I was really skeptical at first, never pushy, Polite and professional. I highly recommend Sean and Ryan of TriState. – Allen Montana
REVIEW #4 – We’ve been working with Tyler Swanson at Tristate Financial for over a year now, and he’s been incredibly helpful in making a wide range of financial decisions. It’s clear that Tyler appreciates the importance of the trust we place in him, and always comes prepared to discuss whatever financial topic is on our mind. Through having our first baby, buying a house, and navigating career changes, it gives us huge peace of mind to know we have our long-term financials looked after. – Joseph Cammarata
REVIEW #5 – I have been working with Tyler at Tristate Financial Advisors for about a year and a half. I am very pleased with the guidance and support that Tyler has provided for me and my family. My rate of return on my 401K has increased tremendously based on the quarterly changes that we have made to my account. The guidance is evidence based and forward thinking. Tyler has provided a comprehensive overview for different investments options and an honest, objective analysis for those options. – Bree (bps7803)
Creative Planning
ADDRESS: 11325 N Community House Rd #125, Charlotte, NC 28277, United States
NUMBER: +1 866-273-2848
SERVICES: 401(k) rollover advice, Alternative investments, College savings plans, Comprehensive Wealth Advisory Services, Comprehensive Wealth Management Services, Cross-border financial planning, Financial education workshops, IRA contribution planning, Inheritance planning, Investment Advisors, Investment Portfolio, Investment Strategies, Investment management, Investment risk profiling, Pension Plans, Pension maximization, Retirement income strategies, 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 – We have had a great experience with Creative Planning! They’ve come up with a cogent financial plan for us. Both Mike Croce and Kyle Bernstein are competent, knowledgeable, and responsive – simply fantastic. Creative provides comprehensive services tailored to our needs and they consider the whole picture, not just investments. Best of all, they seek to educate and actually adhere to the plan created. We’ve been beyond pleased with Mike, Kyle, and the entire Creative Planning team. We only wish we had started working with them sooner! – Stacie Oste (personal)
REVIEW #2 – Just had a great quarterly review with Wes Norton & Jared Wewers and they were very well prepared and thoroughly addressed all our questions & concerns about their account management activities, performance results, and confirmed our desired strategies going forward. Have been a client with CP for about three years now & very pleased with their capabilities, customer service and market knowledge. – Bruce Rayner
REVIEW #3 – Creative planning has truly changed our lives. They have helped us consolidate all of our finances and financial processes from taxes to estate planning to retirement. Since we have had a relationship with Creative, we have just felt at ease and “taken care of”. And in addition we feel like we have met friends who actually care about us and our family. – Shananay C
REVIEW #4 – Creative Planning is an outstanding firm that can conduct a thorough analysis of retirement planning, estate planning and planning for major life events such as funding your children’s college education. They plan for the long term and have a very strong focus on the needs of their customers. They don’t make money from selling products – they win when you win. Cindy and Jason have been great to work with and I’m looking forward to working with them for many years. – Shannon Todd
REVIEW #5 – We have worked with the Creative Planning team for the past year and we have been pleased with the products that they provide. Creative Planning utilizes index investing which matches our investing preferences. They have provided us with multiple financial planning strategies, including guidance for enrolling in Medicare, managing our consumer credit profiles, financial and healthcare POAs, and much more.
Christian Mijares is our primary contact at Creative Planning and he developed a detailed financial plan for us and the results are tracking as projected.
We are pleased with the services provided by Creative Planning and would recommend them to anyone looking for professional financial guidance. – Ken
Serenity Wealth Management, Charlotte Fiduciary Financial Advisors
ADDRESS: 2015 Ayrsley Town Blvd #202, Charlotte, NC 28273, United States
NUMBER: +1 704-523-2272
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Planning, Customized Financial Plan, Effective Wealth Management, Estate Planning Strategies, Investment Accounts, Investment Advisors, Investment Consulting, Investment Solutions, Portfolio Management, Retirement Income Planning, Retirement Planners
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 – Ryan Kaysen has been fantastic to work with. He helped my family build a financial plan that’s aligned with our goals and values, not just generic advice. He took the time to look at our entire picture with our income, taxes, estate plan, retirement, and education funding for our kids.
I really appreciate that he acts as a true fiduciary by not pushing products, just advice that clearly puts our interests first. We’ve learned a ton working with Ryan because he always explains the “why” behind each recommendation instead of asking us to follow instructions blindly. It’s obvious he genuinely cares about our success, and we couldn’t recommend him more highly! – Meera Shah
REVIEW #2 – I can’t speak highly enough of Ryan at Serenity! He gives a truly personal experience, taking time to get to know me and my specific needs. He is very knowledgeable about the space, and helped me craft a plan for the next 30+ years. The plan he helped build for me is not a cookie cutter that would work for everyone, and reflects the time and effort he took to understand my exact situation – Daniel Lapihuska
REVIEW #3 – Working with Brandon has been an absolute pleasure. Not only is he an incredibly knowledgeable and trustworthy financial advisor, but he has also taken the time to build a relationship with my family to better understand our needs. His guidance goes beyond just numbers—he understands our goals, values, and dreams, and tailors his advice to fit our unique situation. Over the years, Brandon has become more than just an advisor; he has become a valued friend. We are grateful for his support and expertise and cannot recommend him highly enough to anyone seeking both a trusted financial partner and a compassionate ally. – James Bruni
REVIEW #4 – Brandon has been great in all of his knowledge and in depth explanation of the different products/services. He was able to directly explain the different routes that could be taken but also listened to the needs and ideas that I had. He is nothing but professional and is dedicated to his clients. He has always made time for me and the different questions I have. Thank you Brandon for all of your guidance! – Aaron S
REVIEW #5 – I can’t recommend Brandon Hatcher at Serenity Wealth Management enough! Brandon isn’t just a financial advisor – he’s a thoughtful, personable guide who genuinely cares about his clients’ futures. His ability to make complex financial concepts easy to understand is impressive, and he always takes the time to ensure you feel confident about your decisions.
What truly sets Brandon apart is his dedication to helping you think ahead. He’s all about creating a strong foundation today to secure a brighter tomorrow. Whether you’re just starting to invest or looking to refine your strategy, Brandon’s insights and care make the process seamless and stress-free.
If you’re looking for someone who combines professionalism with a friendly, approachable demeanor, Brandon is your guy. Do yourself a favor and reach out to him – you won’t regret it! – Tabytha Beu
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