4 Best Gold IRA Investment Companies Near Me in Chesterfield, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
St. Louis Retirement Advisors
ADDRESS: 133 Chesterfield Business Pkwy, Chesterfield, MO 63005, United States
NUMBER: +1 636-530-9977
SERVICES: Comprehensive Financial Planning Services, Estate Planning, Financial Advisor, Investment Advice, Retirement Planning, Fiduciary Financial Advisor, Investment Advisory, Investment Management, Investment Strategies, Registered Investment Advisor, Retirement Advisors, Retirement And Income Planning, 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 – Gregg sets himself apart from other financial advisors in many ways. What struck me the most about him from the very beginning was that he truly listened to me as we talked about my perspective, concerns, and goals. Instead of simply spouting the routine “clichés” that come from most financial advisors, he offered good, solid suggestions and advice based on my specific circumstances. While he may not always agree with my final decisions, he respects them and will guide me in the best path forward. I feel extremely comfortable talking to him and look forward to the honest, open discussions that we engage in about my investments and the economy.
It is so comforting to know that I have someone in my corner that I can trust with my finances, especially in such stressful economic times. The peace of mind that Gregg has given me is something that I will always treasure.
Gregg is kind, personable, patient, knowledgeable and down-to-earth. If you need a great financial advisor, Gregg is your man! You can trust him and his assistant, Michelle, to take very good care of you. – Kim Munier
REVIEW #2 – We have been using Stephen for the past 20 years… every encounter has been nothing short of great! At 58/62 we are 100% prepared for retirement. It is such an awesome feeling to have had a plan in place that worked!! We would never have enjoyed this financial freedom without his coaching and guidance. HIGHLY recommend!!! – Mary Ellen Hutch
REVIEW #3 – We have used Steve and Greg’s services since retiring to the area in 2015. We are very pleased with the investment strategies they offer. They are never rushed and always take time to address our concerns. – Cindy Price
REVIEW #4 – Gregg is a very knowledgeable Advisor. A Fiduciary with the heart of a teacher. I would have no problem recommending friends and family. – Chad White
REVIEW #5 – Great advisor and top notch team. Personable and helpful. I’d recommend to anyone! – Jim S. Martin
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Retirement Wealth Design, LLC
ADDRESS: 100 Chesterfield Business Pkwy Ste 100, Chesterfield, MO 63005, United States
NUMBER: +1 636-388-7722
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial advising and Retirement Income 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 – This is not a paid, AI assisted or incentivized review. My wife and I are thrilled to become new clients of Tom Elder and Retirement Wealth by Design, who will help us manage our retirement funds. So far, This is definitely the most ethical, transparent and client centric business I’ve ever worked with. Everyone at the firm goes out of their way to be helpful and friendly- far beyond the norm.
As a former CFO, I can say Tom Elder is far more knowledgeable than I am in the realm of investing and use of modern sophisticated financial tools. Based on solid data and analysis, He uncovered some gaps in my financial; based on his understanding of our life and financial goals he quickly found ways to mitigate all of them! I feel his is truly wanting help us become more financially secure in our retirement years. – Chris Clarke
REVIEW #2 – Tom was SUPER helpful, really knowledgeable, and thorough. We discussed current investments, future plans, and Social Security all in the very first consultation. I fully understood all the tax implications, what pitfalls to avoid, and he even recommended an attorney for work on a Will or Trust. All this work and he gave me some very thoughtful homework. He did not charge me anything and did not try to talk me into new products or investments. It was truly a wonderful conversation and only took an hour to open my eyes to so many options for the next years. I am grateful and HIGHLY recommend him to anyone with questions on retirement. – Sue Romano
REVIEW #3 – I had a great experience working with Tom Elder at Retirement Wealth Design in Chesterfield, MO. He took the time to listen to my concerns and patiently answered all of my questions about retirement planning. Tom is very knowledgeable, professional, and truly works in a fiduciary capacity, always putting his clients’ best interests first. His guidance gave me confidence and peace of mind about my retirement and financial future. I highly recommend Tom Elder and Retirement Wealth Design to anyone looking for trustworthy and personalized retirement advice – Virginia Mitchell
REVIEW #4 – My husband and I attended one of Tom’s seminars and decided to have a consultation with him. He spent the first session ASKING US what OUR goals were and what we wanted our money to do for us. He took into consideration OUR comfort level regarding investments. He then gave his expert advice on how to achieve those goals. Tom is our financial planner and we couldn’t be happier. We are relaxed and confident in our finances. We would recommend Tom to anyone who are seeking financial advice. – Anne Woehrle
REVIEW #5 – My husband and I went to one of Tom Elder’s free workshop’s. we made an appointment after the workshop and I walked in the office, which was very easy to find. I was greeted by the sweetest receptionists. Tom is very thoughtful and caring, he really took time to hear our concerns and needs. Tom also shared a very personal situation , he didn’t have to share that with us that was very helpful to us . Tom is a wonderful man and he’s great at what he does advising you with your finances and very professional , he truly helps the whole family’s needs for the future. The time we left the office, I gave the man two hugs and told him how much I appreciated him. He directed us in a path to save our future.!!!! we asked him what we owed him and he said nothing, but that was priceless advice that he shared! We need more people like Tom someone you can trust and depend on and be very honest. Thank you Tom, Yevette and Neil – Yevette Newlin
The Retirement Planning Group
ADDRESS: 14755 N Outer 40 Rd Ste 200, Chesterfield, MO 63017, United States
NUMBER: +1 314-669-5255
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Wealth Management Plan, Corporate Retirement Plans, Financial And Retirement, Financial Management Strategies, Financial Planning Investment, Investment Management Plan, Investment Portfolio, Investment Selection, Investment Strategies, Retirement Income Planning, Retirement Investment, Retirement Planning, Tax Planning, Retirement Savings Plan, Retirement Strategies, Retirement Tax 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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – For over 20 years I have been with John Vu and now the Retirement Planning Group (RPG). John has taken me through transition from retirement and converting my 401K, to consolidation after my wife passed. The RPG keeps me informed and meets with me on regular intervals to get the most value in my accounts. I find them very loyal and trustworthy, along with very being very good at increasing the value of my investments. Because RPG is safeguarding my retirement, I have been able to retire comfortably and most importantly, I do not worry about my investment. – Douglas Harper
REVIEW #2 – I have been with the Retirement Planning Group for 3 years now and can say they are very informative on all financial matters. They are a fiduciary, so their primary interest is you. My favorite financial planner is John Vu, who I have worked with for 15+ years. John understands our financial needs and put us on a course for a successful future. – Thomas Meitz
REVIEW #3 – We love working with John Vu! Any time I email him a quick question, he will personally call back to fully understand (usually a financial question with tax implications) so he can give the best advice. Knows everything about us and treats us like friends. Have worked with John for many years and trust him implicitly as he has our best interests in mind. Highly recommend!! – Joe LaRocca
REVIEW #4 – We could not be more pleased with our financial advisors at The Retirement Planning Group! At each visit we are greeted warmly, and each meeting is focused on us: our risk tolerance, any extra spending plans we may have in the near future, and the outlook for our future financial security.
It can be challenging to find someone to trust with your financial picture, but we are fully confident we have made a good choice with our financial advisors John V. and Nancy L.
We let them do all the worrying about managing funds, and we feel sure that they will do what is best for us whether the market goes up or down (which it always does). While they tend to our investments, we can enjoy and live our best life! – Chris Kottwitz
REVIEW #5 – My wife and I have had a great experience working with The Retirement Planning Group since 2015. They have great financial planning tools and software that make it easy to review and evaluate our portfolio against our goals. More importantly, however, is the personal attention we’ve received from our advisor and supporting staff.
Aside from being a highly qualified financial advisor, he reaches out frequently (outside of regular meetings) during volatile times to address any concerns we have and explain how our plan has prepared us well. He is a great listener, which is important because we have lots of questions! His knowledge give us comfort. When we have our own ideas about our plan, he gives honest feedback. Sometimes our ideas are good! We’ve been very pleased with the performance of our retirement portfolio. In fact my wife just retired ahead of the original plan!
We strongly recommend TRPG to anyone looking for help growing their wealth! – Tom Spencer
APEX Wealth Advisors
ADDRESS: 424 S Woods Mill Rd Ste 300, Chesterfield, MO 63017, United States
SERVICES: Advisors Investment, Asset & Portfolio Management, Asset Protection Strategies, Comprehensive Planning, Estate Planning, Financial Advisors, Financial Planning Resources, Investment Advisory Services, Investment Management, Investment Research, Investment Solutions, Investment Strategy, Retirement Planning, Strategic Financial Planning, Tax Efficient 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 – They are a fantastic team of professionals that work with and for you to provide you with a comprehensive wealth building and retirement income plan. Shane and his team make it a priority to get to know you so that they understand your goals, then help you build a comprehensive plan to reach them. This provides me with peace of mind so that I can focus on other important things. – Dan Poettker
REVIEW #2 – When my husband decided to retire early, I was worried what that would look like financially for our family. The people at APEX put me completely at ease and have been more than happy to answer any questions I may have with a quick phone call. I know they are always available if I need them and I’m completely comfortable knowing they are managing our finances for us. I cannot recommend them enough, wonderful people doing a wonderful job. – Misty Ripple
REVIEW #3 – Apex Wealth and Shane O’Brien have been amazing. I always enjoy working with their knowledgeable team members. The entire group goes above and beyond. Their customer service is top notch. I would highly recommend them for all financial aspects. – Carla Knysak
REVIEW #4 – Shane O’Brien and the whole staff at APEX has been amazing. If you want true financial advice this is the place to go. Customer relationships come first and that’s what I love about this company! – Tyler Schutzenhofer
REVIEW #5 – Apex Wealth Advisors represents the gold standard in integrity, leadership, and client-first service.
I’ve had the privilege of knowing Brian LaValle and Shane O’Brien, key members of the Apex Wealth Advisors team at Northwestern Mutual for many years. Long before they began managing our financial assets, they were coaching, mentoring, and protecting my greatest asset: my son. Both served not only as coaches but also as board members for the youth football organization where they led with heart and discipline.
This gave me a unique opportunity to witness, firsthand, how they operate with honesty, integrity, and honor, both on and off the field. I saw them support, challenge, and guide my son through some very formative years, and it quickly became clear that the same values they bring to their roles as coaches and community leaders also define how they show up professionally.
That’s why I ultimately entrusted them with our family’s financial future. Their approach is thoughtful, transparent, and grounded in values that matter. If you’re seeking a team that genuinely puts people first and sets a high bar for excellence in wealth management, Apex Wealth Advisors is second to none. – Brian Monheiser
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