4 Best Gold IRA Investment Companies Near Me in Columbia, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Trek Wealth Planning
ADDRESS: 910 E Broadway Ste 200, Columbia, MO 65201, United States
NUMBER: +1 573-367-5577
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Advisor, Financial Guidance, Investment Accounts, Investment Advisory Services, Ongoing Financial Planning, Personal Finances, Personalized Investment, Registered Investment Advisor, Retirement 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 – Jordan is very easy to work with. He listens to your goals and puts you on a path to succeed in achieving those goals. He is very knowledgeable in the financial world and always seems to have the answers to your questions. – Richard Hawkins
REVIEW #2 – Working with Trek Wealth Planning has been a totally different experience than my previous advisor. It has been so personal and custom to our family and our needs/goals. Everything has been above and beyond what our expectations were and we have been so pleased with things we are always recommending friends and family to contact and work with Jordan at Trek. – Andrew Darkow
REVIEW #3 – Jordan has been a blessing to us and our finances. He is very knowledgeable and dedicated to helping each person individually. He is extremely trustworthy and transparent. He is easy to talk with and we are extremely grateful to have him assisting us with our finances. You will not find a better financial advisor and friend. – Audrey Gauthe
REVIEW #4 – Four years with Trek Wealth Planning and Jordan Nietzel, and we’re very happy. Jordan gives excellent, personalized planning advice with no sales pressure, solid communication, and quick, helpful responses to our questions. We now feel confident about reaching our financial goals and retiring comfortably. If you’re looking for a trustworthy advisor, Trek Wealth Planning (and Jordan) is outstanding. Highly recommend. – Stephen Hindman
REVIEW #5 – My wife and I have been working with Jordan for about a year, and our experience has been amazing. Jordan has invested time to get to know us on a personal level, which ensures he is tailoring our approach in a way that best suits our near-term and long-term goals. Not only do we feel much more confident with our financial plan since working with Jordan, the piece of mind that comes with having his expertise on our side is invaluable. We could not recommend Jordan more highly. – Justin Shrader
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Freedom Wealth Planning
ADDRESS: 1000 W Nifong Blvd Bldg 3, Suite 220, Columbia, MO 65203, United States
NUMBER: +1 573-875-3939
SERVICES: Alternative Investments, Financial Advisors, Global Investment, Insurance Advice, Insurance Solutions, Investment Opportunities, Investment Planning, Investment Solutions, Investment Strategies, Legacy Planning, Personalized Service, Retirement Plan Solutions, Retirement Planning
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have had a great experience with WR Wealth Planners. Their knowledge and expertise are top notch and their customer service, when you have questions or concerns with your investments, is even better! Yearly update meetings can be a source of tension for most people, especially when our economy is not doing the best. However, WR Wealth and their team do a wonderful job of outlining all our investments and what they are doing to keep us on track to meet our investment goals in the years to come. I would definitely recommend WR Wealth Planners to anyone searching for an investment firm that truly cares about their clients. – Mickie Trim
REVIEW #2 – I have used Carroll and Ben as my advisors for over 20 years now and they have set me up for success. Sheryl is on top of all my needs and can answer my questions or find someone that can quickly. She provides THE best customer service and really cares about the clients and doing a good job. I would recommend WR Wealth Planners to anyone who is looking for financial advice. – Erica Hopkins
REVIEW #3 – I have had the privilege of working with Gina for several years. When I first started working with Gina my husband and I were newly engaged and Gina guided us through a comprehensive review of our finances, helped us define our goals, and planned for our future. Since then, we have married and welcomed a child. It is crucial for me to have a trusted advisor who supports our growth and investment needs and sits down and explains everything thoroughly to us. Gina excels in this role, making complex financial concepts accessible and manageable. Our portfolio has experienced substantial growth, and I feel confident about both me and my family’s financial future. We consider ourselves fortunate to have Gina’s expertise and guidance. – Cathy Robinson
REVIEW #4 – We’ve been very happy with WR Wealth Planners. Paden and his team have walked us through setting up a financial plan and feel that they truly care about our lives and our goals. They have made a personalized plan to fit our needs and any time we need anything or have any questions the service is prompt and thorough – Nick Glascock
REVIEW #5 – I highly recommend WR Wealth Planners! Jared and Taylor are very knowledgeable and helpful. They listen and help you strive to meet your financial goals. Life can throw you random situations that can take you off your financial course but they help you find resolutions and guide you back on track! I have complete confidence in them! – Jamie Knipp
Wilkerson Advisory Group LLC
ADDRESS: 200 E Southampton Dr Ste 101, Columbia, MO 65203, United States
NUMBER: +1 573-400-6101
OFFICE HOURS
| Mon | 8:30 AM – 12:30 PM / 12:30 PM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 12:30 PM / 12:30 PM – 4:30 PM | |
| Wed | 8:30 AM – 12:30 PM / 12:30 PM – 4:30 PM | |
| Thu | 8:30 AM – 12:30 PM / 12:30 PM – 4:30 PM | |
| Fri | 8:30 AM – 12:30 PM / 12:30 PM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I have been working with Graham for the past couple of years, and we could not be happier with his financial services. He has helped guide us through both our long-term and short-term goals. At a young age and being new to the financial world, finding a financial advisor who is willing to work with your current situation can be difficult—but Graham is right person to get you moving in a positive direction. Whether you have a lot or a little, he gives you the same level of respect.
Graham is always just a phone call away and takes the time to answer all of our questions. I never feel hesitant about reaching out. We could not be happier with Graham and the Wilkerson Advisory Group, and we’re excited to continue working with him for many years to come. – Zachary Winn
REVIEW #2 – This team is professional, knowledgeable, and genuinely looks out for your best interests. They’re well informed on all aspects of financial planning and take the time to make sure everything is clearly explained. I never feel rushed or pressured—just supported. I highly recommend Wilkerson Advisory Group, especially Ben Dierkes, if you’re looking for a financial planner you can truly trust. – Liz McCullough
REVIEW #3 – Professional and Trustworthy. I have been working with Carroll and Ben for several years now and couldn’t be happier with the service and friendship they have provided. I know my best interests are always first, and they are only a phone call away. I highly recommend them! – Josh Ritzo
REVIEW #4 – I’ve had a great experience working with the Wilkerson Advisory Group. What truly sets Ben & team apart is how much they genuinely care about their clients. Every interaction feels thoughtful, personal & focused on what’s best for me – not a rushed sales pitch. They’re professional, knowledgeable & very transparent, taking the time to explain things clearly and make sure you feel comfortable and confident every step of the way. That level of care is increasingly rare in this industry. – Casey Curtin
REVIEW #5 – Ben was recommended to my husband and me through family that live in St Louis. They couldn’t say enough good things about him, so much so that they were perfectly comfortable using a financial advisor who lives 2 hours away. After meeting with Ben ourselves, we gave him 2 thumbs up within the first 10 minutes.
Ben truly takes the time to get to know his clients, not just their finances, but who they are and what matters to them. My husband and I both retired about a year ago and I was only 63 at the time. Ben immediately put us at ease and helped us feel confident about where we stand financially, making retirement not just possible, but comfortable.
Wilkerson Advisory Group is a first-class operation. They are true professionals who genuinely want their clients to succeed and reach their financial goals. I would recommend Ben and his team 10 out of 10 times – Lisa Mortenson
Forum Advisory Services | Bryan Bolten, ChFC®
ADDRESS: 2310 Forum Blvd # C, Columbia, MO 65203, United States
NUMBER: +1 573-875-0950
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Comprehensive Financial Plans, Financial Plans, Investment Strategies, Personalized Financial Services, Retirement Strategies, Investment Advisor
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – After my husband passed, Forum Financial Services helped organize my various retirement accounts and set up a budget to plan for a solid financial future. Brian is a wealth of knowledge and explains everything clearly so I understand my options. Hollie and the whole staff are so friendly and get the paperwork and follow-up done quickly and efficiently. I am over the moon with how they have helped me take control of my finances and feel financially secure moving forward in this new chapter of my life. – Joanne Rotert
REVIEW #2 – I only have 1 regret and that is that I did not find Forum Advisory Services LLC years ago. I cannot say enough good things out Bryan Bolten and his staff. They have helped me so much. Bryan is a genius. – Diana Bargate
REVIEW #3 – Would highly recommend Bryan and staff for all financial planning needs. Friendly, knowledgeable, will answer all questions. Make you feel like family. – Mary Green
REVIEW #4 – We have found Bryan Bolten to be knowledgeable, engaging, and most professional. Highly recommend as a financial advisor. – Burton Schauf
REVIEW #5 – Great service. Bryan has been our financial advisor for over 30 years. – Sharon Whitley
REVIEW #6 – Excellent service over many years. Have been very happy with the results. – Edwin Hander
REVIEW #7 – Always gives good advice. Over and above just financial planning. Recommend – Susan Wilson
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