4 Best Gold IRA Investment Companies Near Me in Chattanooga, TN – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Guardian Investment Advisors, LLC
ADDRESS: 1825 Gunbarrel Rd Ste 300, Chattanooga, TN 37421, United States
NUMBER: +1 423-710-9199
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been very pleased with Garry and the entire team at GIA. They are very knowledgeable, responsive, and take their time to make sure they have your best interest at heart. I love that they are local and I can stop by or call and speak to a real person. That means a lot to me!! Garry has a true heart to help others and the community he serves. I would highly recommend GIA for all your financial needs. – Kelly Hughey
REVIEW #2 – I’ve been so impressed with Guardian Investment Advisors. From my interactions with them, it’s clear they truly care about people not just profits. They take the time to listen, answer questions, and make you feel valued rather than like just another number. That kind of genuine care and integrity is hard to find! – Stacey Baker
REVIEW #3 – The Guardian Investment Group have been working with us for the past few months. We have been very pleased with our experience. The team has been very responsive and supportive to our needs. I certainly appreciate that they are willing to work with us . I absolutely recommend them! – Deborah Gravley
REVIEW #4 – I’ve had a truly positive experience with Guardians Investment Group in Chattanooga. Their team is incredibly knowledgeable and professional, always taking the time to explain things clearly and answer all my questions. I appreciate their personalized approach and feel confident that my financial goals are in excellent hands. They’ve consistently demonstrated a commitment to their clients’ success, and I highly recommend them to anyone seeking reliable and trustworthy investment guidance in the Chattanooga area. – Alias Unknown
REVIEW #5 – Very professional people in a very comfortable environment for the customers. You feel very confident in decisions you make from all the information provided to you. These people really know what they are doing, but still do what YOU decide you want, even if it is not what they recommend. Look forward to working with them on other areas outside of the Medicare issues. – Wally White
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Evergreen Advisors
ADDRESS: 1206 Pointe Centre Dr Ste 160, Chattanooga, TN 37421, United States
NUMBER: +1 423-933-1814
SERVICES: Financial planning, Wealth management, Assets Under Management, Financial Planning And Investment, Financial Planning And Investment Management, Management Services, Plan And Portfolio, Planning And Investment, Portfolio Management Services 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have worked with Jim Graham for over 15 plus years. He never asked how much we had, what we were saving but started asking questions about our long-term goals. From there he started asking questions that I hadn’t thought of which of course in turn allowed me to see what I needed to take care of first and view this as a long-term strategy. I appreciated his guidance and honestly his insight. Highly recommend Jim. Really great guy know. – Interactive IDInc
REVIEW #2 – I met with a lot of financial advisors recently, but Jayme and Michael were in a class of their own. Between the two of them they had more degrees and certifications than anyone else in town. Add on top of that the fact that they aren’t working for those sketchy broker-dealer firms, so you know their advice comes untainted by commissions. The help and advice I received was super useful. If you’re on the fence about checking them out, just get in there for that first consultation at least. You’ll be glad you did. – Joshua Yebba
REVIEW #3 – My experience with Evergreen Advisors has been incredible. Everyone at the firm is extremely knowledgeable, and genuinely care about helping you accomplish your goals. They won’t overwhelm you with financial jargon, but instead make sure you fully understand how they are investing your money. Highly recommended! – Sean Stone
REVIEW #4 – This firm is wonderful. I have worked with Jim, Jayme and Michael personally and they were more knowledgeable than I could ever imagine. Not only are they honest but they are so personable. I would recommend them to anyone who wants to trust that they are receiving good advice about their money and assets. Highly recommend! – Katie O’Donnell
REVIEW #5 – Being small business owners ourselves we feel more confident trusting our assets to this small, local company. We have always felt that they have our personal best interests in mind without having to adhere to a corporate agenda. Personal service, asset management we trust, and a pretty bad ass radio show to boot! – Robyn Wolfe Fogle
Poole Wealth Management
ADDRESS: 810 Signal Mountain Rd, Chattanooga, TN 37405, United States
NUMBER: +1 423-222-7526
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, College Investment Options, Employees Retirement Plans, Financial Solutions, Investment Strategies, Legacy And Estate Planning, Managed Portfolio, Retirement Advice, Retirement Income Strategies, Retirement Investors, Retirement Plan Distribution, Retirement Plan Managing, Retirement Savings Options
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Travis at Poole Wealth Management helped me understand the areas in which I needed to focus on, areas in which I could relax a bit and potential roadblocks coming down the pipeline. He was very informative and educational, which I desperately needed. Travis gave me the confidence needed to start a new venture in life and I can’t recommend him enough to anyone looking to get a wrap on their current and future finances. – JC’s Window Tinting
REVIEW #2 – I highly recommend Poole Wealth Management. Travis is very professional and very trustworthy. He took the time to understand my specific goals, provided us guidance, and created a plan that has already shown great results. I am extremely happy with the service he provided us. – Tonia K
REVIEW #3 – Poole Wealth Management goes above and beyond in every aspect of financial planning. From retirement strategies to investments and tax planning, they make the process easy to understand and completely tailored to your goals.
What sets Travis Poole and his team apart is how much they truly care. Their professionalism, integrity, and personal attention give real peace of mind. If you’re looking for a team you can trust with your financial future, I highly recommend Poole Wealth Management. – Marie Lawrence
REVIEW #4 – I’ve had the pleasure of knowing Travis Poole in multiple capacities since moving to Signal Mountain, and I can confidently say he is someone you can always count on. His integrity, reliability, and dedication to helping others make him stand out—not just as a financial professional, but as a pillar of the community. Travis is deeply involved in making our community better, and his stellar reputation speaks for itself. If you’re looking for trustworthy and knowledgeable financial guidance, I highly recommend Poole Wealth Management. – Marshall Stephens
REVIEW #5 – I wanted to consolidate my investments to a local advisor that I could trust. Travis immediately came to mind. After decades of working with his father, I had no doubt in the level of integrity that Travis had been imbued with. He has been very thoughtful and proactive in helping my family plan for both the future and near term needs. If you are looking for an investment advisor, I recommend giving him the opportunity to see if he can be of assistance. – ijimmy holden
Cody Sims – Private Wealth Advisor, Ameriprise Financial Services, LLC
ADDRESS: 412 Georgia Ave Unit 210, Chattanooga, TN 37403, United States
NUMBER: +1 423-648-2900
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 – We came to Cody with our financial needs when I retired 17 years ago. He was highly recommended to us by two trusted friends of ours.
Still today Cody proves his skill and wisdom when it comes to making sound investment strategies. My family accounts continue to grow and meet our goals while I am retired. Our financial life depends on successful money management Cody has provided.
It’s hard to find people that are honest and loyal to the needs of their clients: but we have found that with Cody Simms, our Ameriprise financial advisor.
Cody, Ashley and staff members are very professional, congenial and a joy to be around. We are very thankful for their faithful care of our financial needs. – John Forney
REVIEW #2 – I’ve been a client of Cody’s since 2018 and I’ve never regretted working with him. I decided to hire Cody to be my financial advisor because he helped my grandparents build wealth for their retirement for 20(+) years. Cody is extremely passionate about helping others build wealth and he ultimately wants his clients to live a life like no one else. My favorite quality about Cody is that he has the heart of a teacher because invests the time to listen, and respond, to my questions and concerns. I tell Cody what my current financial goals are and he builds a plan to help me conquer them. Also, he has never pressured me into following a plan that I didn’t feel comfortable with. In today’s world, it’s hard to find people that have a high level of integrity like Cody and his team. They are in “a league of their own” and I am excited for what the future holds for my financial goals!
Therefore, Cody’s reputation, wisdom, and advice are second-to-none in my family. – Tyler Fortenberry
REVIEW #3 – We have been doing business with Cody at Ameriprise for 18 years but have known Cody for much longer. We knew when we needed a financial advisor that Cody was the one we wanted to do business with. Since day one with Cody we have been extremely pleased with his attention to detail, his wonderful expertise in the business and personal assistance to us. Cody has always been a text or phone call away whenever we have needed him.
Over these years we have seen many market fluctuations and when many have been worried about their investments and even pulled out of the market, we knew Cody had us where we needed to be and we didn’t have to worry.
I would highly recommend Cody and his wonderful staff to anyone looking to get into investments. – Theresa Gearrin
REVIEW #4 – My family has worked with Cody and his team for a quarter of a century, and he is a long-time trusted advisor for both my parents and siblings. With Cody’s team you get the best of both worlds: a small, family-run business, combined with the resources and backing of a highly-reputable financial organization. I’ve worked directly with Cody on financial initiatives for family planning, long-term life goals and retirement, and he and his team are thorough, extremely knowledgeable, deferential to your individual needs, and committed to each person’s education and involvement in their own portfolio. After every meeting I walk away with solutions and information I often didn’t know I needed.
The people who are managing our money have a major impact on our opportunities in life – they define our ability to buy a home, send our children to school, weather unforeseen circumstances, retire with dignity. They should be people we trust without reservation and can talk to. Cody Sims, with his family-run business, is that person. Cody and his team are accessible and available to talk any time and to answer any questions or explore ideas I have. They have become deeply trusted members of our family, and I strongly recommend them to anyone needing financial management services. – Brooke Phillips
REVIEW #5 – I have been a customer of Cody and his team for greater than 25 years. I think my personal story shows the type relationship Cody and all of his staff develop with their clients and why I recommend him as your Ameriprise financial advisor.
We met when I sat in on meetings when he was my parents’ personal advisor. As years passed I came to share the personal bond he and my parents maintained as he helped develop and then manage a retirement plan they were comfortable with. No small feat there! Later on as I served as their executor he shepherded me through the death and estate process of first my father and later my mother. His assistance and guidance during those difficult times was sure, patient and comforting.
Cody had already become my own personal advisor when I had to leave my career early for health reasons. He has been instrumental in helping me to manage that personal and financial blow and to then structure my finances to prepare for my own retirement age which is now fast approaching!
Over the past 25 years Cody has diligently maintained a structured meeting schedule to help me me set and revise goals, evaluate & update risk strategy and to recommend changes in investments as needed. I am grateful for Cody’s personal touch and how that has helped guide his financial recommendations over the years. I will close as I began by recommending without reservation Cody Sims and staff as a personal financial adviser. – j royster
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