4 Best Gold IRA Investment Companies Near Me in Colorado Springs, CO – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Millennium Financial Group
ADDRESS: 3204 N Academy Blvd Suite 310, Colorado Springs, CO 80917, United States
NUMBER: +1 719-304-8700
DESCRIPTION FROM BUSINESS: Since our founding in 2012, Millennium Financial Group has worked hard to help those living in and around Colorado bring about consistency and confidence in the face of a complex financial environment. Volatile markets, longer life expectancies, and other uncertainties create a complex financial picture that we aim to clarify. Our goal is to help you bring confidence and simplicity to your current situation and future goals with customized strategies, planning, and advice.
STORE 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 – Millennium Financial Group is an outstanding choice if you’re looking for a knowledgeable and trustworthy financial planner in Colorado. Tim Wenger provides clear, personalized guidance on tax planning, retirement strategies, and long-term wealth building. He’s proactive, responsive, and truly puts his clients’ best interests first. – Ashley Schmidt
REVIEW #2 – My previous Financial Planner retired who I felt was irreplaceable. I literally cried in the transition process meeting with Tim who showed himself to have incredible depth and compassion combined with incredible financial wisdom!! Tim is committed to walking along side me as I support my medically fragile daughter. Our journey is heavy but he continues to truly listen and help me make the very best decisions to make the inherited funds and investments last to give her a way to survive her diagnosis. My Dad would be so thankful Tom is guiding me along. – Susie Saunders
REVIEW #3 – Tim has been invaluable in getting all of my financials and retirement set up. He knows PERA retirement, and it was huge for me to learn and go over options that would lead to my best retirement. Tim explained everything simply and clearly. He will check in, update me on my accounts, and answer any questions I may have. I appreciate the experience and reliability. I have recommended Tim to my friends and will continue to do so. Thank you for all that you do! – Amber Thomas
REVIEW #4 – I recently had the pleasure of working with Tim and I couldn’t be happier with the experience. He took the time to understand my financial goals and developed a personalized plan to help me achieve them. I have more confidence to make informed decisions about my financial future. I highly recommend Tim Wenger for anyone seeking a dedicated and knowledgeable financial planner. – Alicia Khalek
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Summit Wealth Group
ADDRESS: 13710 Struthers Rd STE 115, Colorado Springs, CO 80921, United States
NUMBER: +1 719-633-4033
DESCRIPTION FROM BUSINESS: We are a team of financial advisors, CFPs®, CPAs, financial planners and administrative professionals with branch offices located around the country. We specialize in holistic customized financial planning including retirement income planning, investment management, tax planning and strategy, estate planning, college planning, among many other financial services…
STORE 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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been clients of Ross Haycock for many years and it’s been a great journey. Ross has given us the peace of mind as we worked together to grow our portfolio in preparation for retirement. We are now enjoying that retirement and have been able to do the traveling that we enjoy immensely, all without any concern for our future.
The best part is gaining a friend along the way. Ross is so genuine and caring that it’s easy to call him our lifelong friend.
Don’t hesitate to call Summit Wealth Group. My only regret is not calling sooner. – Evie Hudson
REVIEW #2 – We have been clients at Summit Wealth Group for a little more than a year now and we are impressed by their performance! They gathered information and customized a financial plan that gets us to our desired destination. Ross and Dakota are the best! (The office staff are exceptional as well!) – Allen Knapp
REVIEW #3 – My husband and I went for our yearly review on Thursday. It went very well. There is no one better than Ross Haycock and Summit Wealth Group. Thank you for all of your help over the past 14 years or so. – Bruce & Patsy Wallace
REVIEW #4 – Summit has such creative ways of making their clients feel valued and appreciated. I’m always impressed by the high standards and personal touch evident in everything they do, as a result they continue to have my complete trust and confidence in managing my investments. – Sarah Willink
REVIEW #5 – I needed some counseling regarding starting my RMAs. I had an inherited IRA and my other IRAs and I wasn’t sure how the IRS rules applied. As is always the case, I got a super fast response from Angie Lee (my initial question went to Ross) how those accounts differ and the RMA rules (which had recently changed).
I started using Summit over a decade ago because I knew I didn’t have time to stay proficient in the investment game and now I keep them because they save me hours of researching trying to keep up with all the IRS rules and the ongoing investment of my nest egg.
In particular; Ross, Angie Lee and Shannon always make me feel like I am their only priority. They are all wonderful in their respective subject matter areas. – A Klika
Integrity Wealth Advisors
ADDRESS: 13540 Meadowgrass Dr STE 100, Colorado Springs, CO 80921, United States
NUMBER: +1 719-955-4801
DESCRIPTION FROM BUSINESS: Integrity was founded on the simple principle of providing wise counsel in the best interest of our clients so that they can accomplish their goals and make an enduring impact on their community.
STORE 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 – Integrity Wealth Advisors have been great! They have provided the trustworthy services I had been looking for in a retirement planning advisor. My primary goal was to examine my investment strategy and retirement timeline to see if it was attainable. I now have peace of mind knowing that I can confidently attain my goals. Jeff and Anna have been a pleasure to work with. They are very thorough and take the time to ensure that you are comfortable with the information and plans that they provide. I highly recommend. – Bill Denehan
REVIEW #2 – Working with Integrity Wealth Advisors is time very well spent and I highly recommend them for planning your financial needs. They are absolute professions; well prepared with detailed information and know how to present their data in very understandable terms. – John Maksy
REVIEW #3 – I have been working with Integrity Wealth Advisors for a couple of years and they have been amazing! They really helped us set our priorities and plan for our retirement beyond just having a IRA contribution and HSA. The entire team is responsive, knowledgeable and incredibly professional. I have always felt like a valued customer whom they care about. They get to know you and look at you as much more than numbers on a financial report. They always seem to have their finger on the pulse of the financial world with managing my investments especially during the roller coaster of this past couple of years. I highly recommend them for anyone looking to gain better control of their financial future. – Dr Dyanna Haley Rezac
REVIEW #4 – I have trusted Integrity Wealth Management/Advisors for 12+ years and could not be happier with how they (Jason) carefully listens to my needs and goals. He explains current performance, options, and always has my interests at heart. As a fiduciary advisor, he has a legal or ethical responsibility to me and provides expert guidance on optimizing my portfolio. He has taken excellent care of my investments and always makes me feel comfortable with whatever action is taken. IWA has done more for me than any other investment group or individual. I highly recommend Integrity Wealth Advisors. – Sharon Wolff
REVIEW #5 – We have been working closely with Eric at Integrity Wealth Advisors over the last 6 months. We have been very happy with his expertise, the breadth of his knowledge, and the team he has in place to work together on our project. Additionally, the entire team is professional, ethical, and pleasant to do business with. Highly recommend. – Ginger Erickson
Advenire Wealth Management
ADDRESS: 7222 Commerce Center Dr Suite 220, Colorado Springs, CO 80919, United States
NUMBER: +1 719-424-3839
DESCRIPTION FROM BUSINESS: We are a pioneering integrative wealth planning and solutions provider. We strive daily to deliver a fiduciary standard of care to elevate our clients’ wealth and wellness.
STORE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Wow! What a difference actual fiduciaries make. Advenire Wealth is comprised of top notch fiduciaries that are not tied to specific wealth portfolios. Frank and Brandon take in all the information and customize the solution that best fits your goals. True professionals! – Trish Grinnell
REVIEW #2 – I had the pleasure to work with Frank Vaughn. He was so professional and made me feel like a valued client even though I am not a millionaire. I would highly recommend this fiduciary wealth management company. They will do what’s right for YOU, not what pays them the most money! – Stacie Streets
REVIEW #3 – The most experienced, honest, and knowledgeable investment company I have come across. Advenire has signed a fiduciary oath and truly lives by it with their clients. Every step of the way is 100% bound to the clients best interest and their future investment rather than to pad commission checks like most other financial advisors. If you want a retirement that truly encompasses WEALTH, look no further. Invest with Advenire Wealth Management company today, for the life you’ve always dreamed of “tomorrow”. – Dr. Ernesto Fernandez
REVIEW #4 – I have been using Frank and Advenire for the last year or so and with their creative approach to investing in areas where others can’t provide this service, Frank and his team have me heading down a path I couldn’t get to with the normal investment firms. I appreciate their willingness to work with me and my goals to create a plan that fits my needs. It nice have someone in your corner with you. Thank you Advenire. – Doug Ziegler
REVIEW #5 – There are two bottom lines with financial advisors: they need to be great at what they do and they have to look out for you as a human being. Advenire Wealth does BOTH exceptionally well.
They are fiduciaries, they’re tax-deferment specialists, they work tirelessly to research the best ways to protect and grow your hard earned wealth in ways that other people aren’t bothering to explore. I’ve worked with multiple advisors over the years, and these guys are on a whole other level. They care about you and your future, and they’re damn good at getting you the best opportunities for your money. I’m really blown away, and I recommend them to anyone without any reservation. Stop wondering if your financial advisor can really be trusted and give these guys a call. – Sarah Guidone
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
