4 Best Gold IRA Investment Companies Near Me in Chicago, IL – Retirement Planning Services
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Lestna Retirement
ADDRESS: 180 N Stetson Ave Suite 3500, Chicago, IL 60601, United States
NUMBER: +1 312-971-7071
DESCRIPTION FROM BUSINESS: Lestna Retirement is a fee-only fiduciary firm helping retirees and legacy builders protect their wealth, reduce taxes, and pass more to the people and causes they care about. We specialize in retirement income planning, estate planning, tax strategies, and asset protection…
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I started working with Lestna after my divorce about two years ago. My ex always handled our finances, so I never really paid attention to them. When I first met Vitaly, I just wanted to figure out my financial situation and plan my next steps. In the end, I got so much more – a solid financial strategy, help with my finances and investments, and, most importantly, the clarity and confidence that I can provide for my kids and reach my financial and retirement goals on my own. Vitaly is highly professional, personal, and truly cares. – Anastasia Mikhaylova
REVIEW #2 – I love working with Lestna Retirement and Vitaly. Not only my wife and I feel a piece of mind in terms of our financial situation, but also feel much more empowered with all the ideas and support we receive from Vitaly. My confidence in successful retirement increased. It is super clear now where I am financially and where I am heading. The best thing, I am heading towards what I want, all thanks to Lestna. Vitaly goes beyond normal responsibilities of financial planner and consistently provides his guidance on my important questions. I associate Vitaly and Lestna with trust, fiduciary duty, confidence, success, reliability, dedication. Can’t express enough with my words how I appreciate what Vitaly does and his big role in my life. – Igor Ozerov
REVIEW #3 – My family is more than satisfied with the quality of service that we get from Lestna. Vitaly is an easy-going person, and he explains complicated things in simple language. He has already helped us to take control of our budget and save money.
We look forward to continuing working with him on improving our financial future. We can definitely recommend Lestna to our friends and whoever needs a great financial adviser. – Andrey Bocharov
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STRIDE Financial
ADDRESS: 1925 N Clybourn Ave Suite 301, Chicago, IL 60614, United States
NUMBER: +1 312-767-9166
DESCRIPTION FROM BUSINESS: STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning. Our firm offers a complete line of financial services and products for families and businesses – including retirement planning, college planning, estate 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’ve only been working with Sam and the team for a few years, but so far it has been a terrific experience for life planning and providing a comprehensive retirement strategy. I am not one of those who likes to spend every moment watching stocks rise and fall, so it is a big relief to have friendly, knowledgeable, and consistently supportive staff (kudos to Eric!) ride the roller coaster for you. We unequivocally recommend them for the sound advice and peace of mind they deliver. – Rick Ferrie
REVIEW #2 – I have been working with Sam and the Stride team for several years now and have had nothing but a positive experience. During the financial uncertainty of the last few years, I was able to reliably trust Stride with providing me sound advice to make confident financial decisions and gain peace of mind. As I continue to progress through the stages of my life from marriage to buying a house, Stride has been able to support me in all of my questions, transitions, and overall concerns for the future. I would highly recommend Stride Financial and hope to continue partnering with them for years to come! – Kyle Shields
REVIEW #3 – So glad I connected with this team of advisors thru a seminar at DePaul. Has been a game changer for my life planning ever since. Yes, life planning. Not only have they helped me financially to put a comprehensive portfolio and game plan together for retirement and beyond, but also estate planning. And all from the same great team of professionals. I’d highly recommend this team of professions to anyone. Friendly and very knowledgeable team to work with. – Randy Naffin
REVIEW #4 – I always have positive interactions with every staff member at STRIDE, but particular shoutout to Sam and Eric. I’m confident that Sam will guide me with a strong financial plan as I navigate life changes. I appreciate the timely company updates, financial webinars, and customer appreciation events. – Diane Hovantzi
REVIEW #5 – Stride has helped us make sense of our finances and guided us through a house sale, a construction project, and retirement. They found a way to make our car payments that probably saved us hundreds or even thousands over time. Sam is deceptively easygoing and humorous; he is also very competent and serious about what he does. We are very satisfied with Stride’s management of our assets and would recommend them enthusiastically. – Greg Holden
REVIEW #6 – I’ve been working with STRIDE Financial for more than a decade and the experience has exceeded expectations. They are quick to respond and generous with their time and expertise. I came to them with minimal financial literacy and through my time with the team, I am confident that my money is moving in the right direction. From the top to bottom, the whole STRIDE group has been a pleasure to work with. Highly recommend. – Margaret Hazlett
REVIEW #7 – I have been working with Stride for about eight years and highly recommend their services. Initially, being self employed without any type of employer sponsored plan, they helped me put together a retirement and savings strategy. Later, after selling my business, they helped me develop a comprehensive, short, medium, and long term financial plan using the funds from the sale of my business. From the first time I met with them I have always felt they are genuinely invested (no pun intended) in my family reaching our financial goals. No matter where you are financially, I would recommend contacting them. – Darren Seefeldt
REVIEW #8 – Our experience with our financial consultant Sam at Stride has always been professional. The team communicates well and sends reminders, sets up meetings via zoom and in person. Sam has continued to honor our priorities in investments. We are satisfied with Stride Financial and would recommend their services. – Linda Masini
REVIEW #9 – Everyone at Stride Financial is extremely helpful and responsive to our questions and concerns. We have been working with Sam McElroy for over 10 years. Sam articulates complicated financial issues in a way that makes them understandable without any confusion. He anticipates our questions and goes through them point-by-point, patiently and with concern for our comprehension. He is very intelligent and caring. We have been extremely happy with everyone at Stride Financial and look forward to working with them for many more years. – Bruce Ottley
Serenity Wealth Management
ADDRESS: 333 S Wabash Ave UNIT 2700, Chicago, IL 60604, United States
NUMBER: +1 312-734-1415
DESCRIPTION FROM BUSINESS: At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals…
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 | 10:00 AM – 5:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – An amazing group of people. Very well-rounded and really will help you to figure out what you need to achieve the success that you are looking for. Their financial planning services are very approachable and easy to follow – N Washington
REVIEW #2 – Making Jason my CFP was one of the best decisions I ever made. Jason is very knowledgeable and should be considered an expert in his field. Jason is always accessible and very attentive. When discussing future goals, he understands my vision and always has honest, thoughtful financial guidance. In a world with so much to worry about, Jason has made finance one thing to no longer stress about. Since I started working with him, I no longer worry about my family’s financial future. – chr toph
REVIEW #3 – It is already hard enough to find a wealth advisor, let alone finding someone you can wholly trust. Being a young couple trying to get our finances in order (while saving for a wedding), we needed an advisor who had our best interests at heart. We had very little experience with investment planning, and to be honest, we were very lucky to find Richard. He could have pulled us in any direction and we would have believed him, but Richard was “all ears” right off the bat. He was very patient, very understanding of our financial situation, and extremely knowledgeable about investment strategies and vehicles. Most importantly, he took his time educating us on the strategies and vehicles, and why he was recommending them for us. We set up a plan together on how to best go about reaching our financial goals, grow our net worth, and we are still going strong! It’s been about three years now, and we couldn’t be happier. We’ve since leaned on Richard to help us open our business, and have since adapted our plans to include the big change. Partnering up with Richard was definitely the best decision we’ve made, and I highly recommend him to anyone looking to get control of their lives. – Faye Therese Gamboa
REVIEW #4 – I had never done any investing beyond employer-based 401k, but when I had some extra money to invest I reached out to Jason for advice. He spent a lot of time digging deep and understanding my life circumstances and goals. In addition to providing investment advice, he offered many other good nuggets of wisdom regarding home ownership, ways to save, and planning for my son’s future.
I have a 401k account with a former employer that I was planning to roll over into my portfolio with Jason. But after reviewing that account and its past performance, he actually recommended that I leave it in place because it had been doing well and had very low fees. He was looking out for my best interest even though it meant that he made less commission off of me. That interaction and many more allow me to trust Jason, which is critically important in investing. – Jim Hansen
REVIEW #5 – I was looking for a Financial Advisor that I felt comfortable was putting my best interest in mind. As I have found all too often, some advisors are pushing methods that benefit themselves or their firm over the specific needs of the client. Jason took the time to have several conversations about various options and their impact on my financial future, giving advice and adding valuable insights along the way. His approach to financial management made me feel at ease that my investment strategy was in line with my financial goals. Not only is he a wealth of knowledge, but he takes the time to make a personal connection as well. I truly enjoy all of our discussions and could not recommend reaching out to him no matter your current or future financial situation. – Mike Westendorf
REVIEW #6 – Jason Paplaski is my ideal financial advisor. He is extremely in touch with the markets and knowledgeable about the intricacies involved in financial planning. He is always there is always a phone call away and a great teacher. Jason takes the time to understand ever client and their individual needs, and will build a plan with you. He is frequently in touch giving updates from the market side and assessing changes on my side. I can say he always has my best interest in mind, the most important quality for an advisor in my book. – Anthony Marcheschi
REVIEW #7 – Richard Little was a dynamic and engaging speaker at our financial investment workshop. His expertise as a financial advisor is undeniable. Through an interactive presentation he created an environment that engaged the audience throughout the session and delivered real-life takeaways. We received numerous comments from our members that the presentation was helpful insightful and with a content that can be applied to building financial security and wealth. Everyone left feeling excited and motivated to act. – Mihai Partac
REVIEW #8 – Jason does a great job of explaining strategy, people’s options, and then giving them the ability to make their own decisions. He will be honest with you about what the results would be and whether you might have a hard time reaching your financial goals based on how you choose to handle things too, to help you make an informed decision. If we ever have questions about the strategy and the “whys” and “hows” behind his recommendations, he can break it down and explain it in a way that is accessible to people who aren’t very familiar with financial terms. – Jen E.
REVIEW #9 – I highly recommend working with Jason at Serenity Wealth Management. I have always been reluctant to work with a financial advisor as I felt I could manage our financial situation myself. However, after having several conversations with Jason prior to agreeing to become a client, I soon realized someone with Jason’s financial expertise, level headedness, and genuine concern for helping others was exactly what I needed to put us on a better path to financial security. He takes an extremely thoughtful approach in establishing financial goals and the appropriate strategies to reach them. Most importantly, Jason always takes our concerns and opinions into consideration when discussing what our next moves should be. This creates a significant level of comfort and trust that can be extremely difficult to find in an advisor. Jason’s unwavering commitment to help us reach our goals is evident in every interaction we have with him, and his ability to clearly and effectively communicate to us on sometimes confusing topics sets him further apart from the crowd.
One of the biggest factors for us is that Jason’s expertise goes beyond portfolio management, retirement planning, and investment strategies. Jason was an enormous asset to help us determine how to best manage paying for a basement remodel. He not only reviewed the cost/benefit scenario analysis of debt vs. cash payment, but he also researched loan providers and rates to ensure we made the best choice. Additionally, Jason assisted us in re-evaluating our life insurance policies and provided well thought out and clear recommendations on how to structure them to better fit our financial goals. Lastly, Jason is extremely responsive and willing to answer any and all questions we have. The amount of consideration Jason puts into his responses makes it obvious that he truly cares about his clients, and doesn’t just try to check a box.
I cannot recommend Jason and Serenity Wealth Management enough. I look forward to working with them for years to come, and have full confidence that they will continue to deliver on their promise to help us reach our financial goals. – Scott Lanctot
McAdam Financial
ADDRESS: 141 W Jackson Blvd Suite #1950, Chicago, IL 60604, United States
NUMBER: +1 312-509-4500
DESCRIPTION FROM BUSINESS: Nationally recognized, McAdam Financial empowers prospective and existing clients to achieve their dream retirement…
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – McAdam Financial has been a fantastic partner for the last seven years. My advisor, Steven Schmuhl, is outstanding—responsive, knowledgeable, and genuinely supportive. Every interaction feels thoughtful and tailored, and Steven consistently provides great advice and insight that helps me make confident decisions. He also makes the relationship personal in the best way—he takes the time to connect, and we always enjoy catching up on our mutual love of Big Ten sports. The whole team is excellent, and I truly feel like I’m on track for early retirement because of the planning and guidance I’ve received. I can’t recommend Steven and McAdam Financial enough. – Michelle Storm
REVIEW #2 – McAdam has been great to work with. I work directly with Peter Molnar who has been very knowledgeable in helping me achieve my financial needs. He’s highly communicative and invested in my goals. I’ve learned a lot from his expertise and look forward to working with him as a long term parter! I would highly recommend McAdam as a trustworthy, client focused team. – Rachel Sperry
REVIEW #3 – I am so happy that we connected with financial advisor, Peter Molnar at McAdam Financial. I can’t say enough good things about him. He makes everything easy to understand and genuinely cares about helping us reach our goals. Peter’s expertise, dedication and professionalism give me so much confidence in our decisions. As we are only a few years away from retirement, it is so reassuring to know he’s got our backs. I would highly recommend him to anyone looking for solid, trustworthy advice. – Traci Sperry
REVIEW #4 – Working with the team at McAdam Financial has been a fantastic decision. My advisor, Peter Molnar, has already earned me several times what it costs to sign up in just the short timeframe I have been with them. They put your goals first, help you make informed decisions, and are detailed every step of the way. I would recommend them, and specifically Peter, to anyone looking to optimize their portfolio’s earning potential. – Trent Sperry
REVIEW #5 – Amber Whittington helped me better understand my 401(k) and which investments offered a greater return without the massive fees. I had no idea some of my pre-populated investment options came with such high fees. Amber helped me diversify my allocation and move out of those higher-fee investments. I’d highly recommend McAdam Financial’s advisory team and their personal approach to working with clients! Thanks, Amber. – Joshua Snyder
REVIEW #6 – I’ve had an absolutely outstanding experience working with Steven Schmuhl at McAdam Financial in Chicago! Steven goes above and beyond to provide personalized financial and retirement planning tailored to individual goals. His expertise, professionalism, and proactive approach have made a huge difference for me—and I trust him completely.
I’ve recommended Steven to several colleagues who are now also clients, and they share the same positive experience. If you’re looking for custom financial strategies and long-term planning with someone who truly cares about your success, I highly recommend Steven and the entire McAdam Financial team! – Scotty Walker
REVIEW #7 – Todd Flynn has been a trusted partner in helping my wife and I navigate retirement planning with confidence. Todd provides well-informed guidance and maintains open, responsive communication that makes us feel truly supported. The dynamic and personalized investment strategy from McAdam helps my wife and I feel secure about our financial future. – Eric Kangas
REVIEW #8 – Working with Peter Molnar at McAdam Financial has been such a huge help for our family! He is always quick to set up a meeting with us whenever we need anything and is extremely timely and professional. He helps manage and optimize our finances in a way that is comfortable for our family. I highly recommend him to everyone! – Natalie Sperry
REVIEW #9 – I’ve had the pleasure of working with Michael Lynch as my financial advisor, and I can confidently say he goes above and beyond for his clients. Michael takes the time to understand your goals, explains everything clearly, and makes sure you feel confident in every decision.
What stands out most is his professionalism and genuine care. He’s not just focused on numbers, but on helping build a solid financial future. Whether it’s retirement planning, investment strategies, or simply making sense of market changes, Michael’s guidance has been invaluable.
If you’re looking for someone who is knowledgeable, trustworthy, and truly invested in your success, I highly recommend Michael Lynch! – Robin Cooper
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