4 Best Gold IRA Investment Companies Near Me in Columbus, OH – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Frazier Financial Advisors, LLC
ADDRESS: 1690 W Lane Ave Suite 280, Columbus, OH 43221, United States
NUMBER: +1 614-482-2112
DESCRIPTION FROM BUSINESS: The financial advisors at Frazier Financial have lived and worked in the Columbus community for over 40 years. We are proud to serve you and treat you like family, combining our extensive financial credentials with a personal relationship. We can be your “one–stop–shop” resource for all your financial needs.
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 – Frazier Financial has assembled an outstanding team of knowledgeable, approachable professionals who are always ready to answer questions and provide guidance. They’ve been instrumental in helping me clarify and achieve my financial goals. It’s truly a pleasure working with such a dedicated group—highly recommend! – Danielle Torchia
REVIEW #2 – Maddi Keegan (and her team) at Frazier Financial are such a joy to work with. She is caring, compassionate, smart, and knows her stuff! I would highly recommend her to anyone for any and all of your financial needs. – Adam Longstreth
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Libertas Wealth Management Group
ADDRESS: 5003 Horizons Dr STE 200, Columbus, OH 43220, United States
NUMBER: +1 614-543-1350
DESCRIPTION FROM BUSINESS: Financial and Retirement Planning for Successful Career Professionals Looking for Authentic, Fiduciary-driven Advice.
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 – Adam and his team are extremely professional, patient, informed, gracious, and they go to great lengths to make you understand your investments. They have a great system and we have done excellent with them. We recommend them to everyone looking for help with their portfolio. – Andrew Lawhorn
REVIEW #2 – We’ve worked with Adam and his team through two home purchases, two out-of-state moves, and countless random financial questions. The team is patient, responsive, and always willing to walk us through the complex world of finance. We truly appreciate the support and guidance we’ve received over the years and can’t recommend them enough. – Bruce Moore
REVIEW #3 – My husband and I have both been with Libertas since 2012. We wouldn’t trust our financial future to anyone else. The team is amazing and the MyPromise kit is such a great resource that they give their clients for free! I can’t put into words how much I appreciate the financial advice, management and security we’ve gotten from working with Libertas. – Kim Moore
REVIEW #4 – We have been Libertas clients for several years. Adam, Kim and Gina do a great job of managing our retirement portfolio. Adam is constantly giving market updates and keeping his clients informed on current market situations via email. His explanations are in “layman’s” terms and he uses great analogies to help his clients understand.
We meet with Adam and Kim face to face annually to review our retirement plan and to make adjustments if needed. In between meetings the Libertas team is always quick to respond to any questions or needs we may have.
We trust Adam, Kim and Gina and have referred family and friends to Libertas without hesitation. – Andrew Melaragno
REVIEW #5 – We have trusted Adam Koos and Libertas Wealth Management Group with our investment portfolio since 2011. We have always found Adam and his team to be friendly, available, knowledgeable, trustworthy, and always on top of the financial markets. We generally meet in person at least annually for a thorough review of our financial situation to make sure changes are made if necessary. Adam provides regular market updates by email and videos that go deep into the markets. Libertas provides us with peace of mind knowing a professional is watching over our investment portfolio and knowing we are on the right track to live out our lives comfortably. – Jim Cogan
REVIEW #6 – Working with Adam Koos and the team at Libertas Wealth Management was an absolute pleasure. I can’t express enough how satisfied I am with their services. Adam’s financial planning expertise is truly impressive, and his team’s professionalism and commitment to their clients set them apart.
From our initial consultation to the ongoing support, I felt confident that they understood my financial goals and could create a personalized strategy for me. The communication and transparency throughout the process were outstanding, keeping me well-informed and in control of my financial decisions.
What really makes Libertas Wealth Management exceptional is their genuine dedication to client success. They don’t just provide financial advice; they also offer a sense of security and trust. I highly recommend Adam Koos and his team to anyone looking for top-notch wealth management services. They genuinely prioritize the well-being and financial success of their clients. – Jo Fruechtnicht
REVIEW #7 – We have been clients of Libertas Wealth Management Group for many years. Throughout our experience, we have always been treated with great respect and almost like family. We have sought their advice on many occasions and their opinion is critical to our financial decisions.
One of the things that we find so important is that they take the time to get to know US. Our hopes and aspirations for our future are always in the their mind and we have trusted them to offer guidance that serves our best interests. They support, challenge and help clarify our direction and it means a great deal to us to be able to trust them.
All of the staff are so responsive with anything we need. Adam, Gina, Kim and Loren have become good friends in this financial effort in our lives. They always go the extra mile, and never forget a single detail. No matter how complicated our financial question may be, they are always ready to respond or seek out solutions that work best. We couldn’t imagine this journey without their expertise and guidance. We are grateful for everything they do for us each day!!! – Scott Boden
Russell Sweeney Wealth Management
ADDRESS: 1177 W 3rd Ave, Columbus, OH 43212, United States
NUMBER: +1 614-858-8221
DESCRIPTION FROM BUSINESS: Russell Sweeney Wealth Management is a full service financial planning & investment management firm focused on helping clients grow their assets & gain financial independence through detail oriented planning & investment knowledge.
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 – Brian Sweeney couldn’t provide me with better service in all aspects. Efficient, prompt, friendly, the guy is even handsome and well dressed! My account has done amazing and Brian has made it extremely easy and seamless. 100% recommend!! – Darrell Stanyard
REVIEW #2 – Brian and his team have been managing my portfolio for about 6 years now and the level of service and attention to my needs/financial goals have always been met or exceeded expectations. Brian does a great job of understanding financial goals and helping you come up with a strategy/roadmap to achieve them. Brian and his team have helped me reach some short term personal financial goals of mine, while also helping me set up my long term planning/retirement. I am looking forward to continuing to work with Brian for many years to come. – EJ Coleman
REVIEW #3 – Fantastic group to work with. Very knowledgeable and helpful. Cole Chiappialle is always willing to take time to sit down, review and go over any questions I have! I am very happy with choosing to work with this group. – Shayla Mitrik
REVIEW #4 – I had A wonderful experience, my phone calls and emails have extremely quick responses , and they answered all my questions that I had. Brian is wonderful to work with and highly recommend this company to anyone! – Bari Task
REVIEW #5 – Teresa and Brian are very responsive. Their partnership allows them to bring a comprehensive perspective to wealth management. – Rhonda Peterson
REVIEW #6 – Great team to work with. Quick to respond when we have any questions. Very thorough in all aspects of business. I would highly recommend. – joe rex
REVIEW #7 – Great company to worth with. Reliable, dependable, and professional. Highly recommend! – Elias Pappan
Three Creeks Capital Management
ADDRESS: 778 Northwest Blvd, Columbus, OH 43212, United States
NUMBER: +1 614-486-4614
DESCRIPTION FROM BUSINESS: Three Creeks Capital Management offers financial planning services to Ohio Public Employees (STRS, OPERS,SERS, and OP&F). We advise on your PLOP and DROP strategies. We will help you select the payment plan that is best for you. We will determine the impact of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) on your retirement income…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 7:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I have been Todd’s client for 10 years. Todd is a consummate professional – responsive, flexible, diligent, attentive, thoughtful, friendly, welcoming, and thorough. From day one, there has never been any doubt in trusting our financial future with Todd and his team. I can assure you that you will not find a better financial advisor! We would not want to work with anyone else! – Diego Milara
REVIEW #2 – Both Todd and Ryan are top notch at what they do and make things feel relatable. We’ve been working with them for 3 years now. Both my spouse and I are teachers and Todd knows STRS like no one else. They don’t push and truly listen to what you are looking for to help make great suggestions. They also show personal care – it is not a “one size fits all” experience. They ask about our family, work, etc. They truly care. I feel comfortable knowing we are invested with Three Creeks Capital. – Katie Speakman
REVIEW #3 – Exceptional Financial Advisor for Ohio Public Employees. Our family has worked with Todd for many years. I truly appreciate Todd’s deep understanding of Ohio’s pension systems and the unique financial situations.
What sets Todd apart is his personalized approach. He doesn’t offer one-size-fits-all solutions; instead, he has helped us design a financial roadmap aligned with both our short- and long-term goals. Todd has been instrumental in helping us set and meet those goals so we can retire with confidence and enjoy the next chapter of our lives.
If you’re looking for a trustworthy, professional, and highly skilled financial planner, Todd and Three Creeks Capital Management is an outstanding choice. – Brandy Turner
REVIEW #4 – Todd does an excellent job of keeping me up to date with my finances and projections and suggestions for the future both with my own estate and with the money he has invested for me. He puts things in terms I understand which I really appreciate. Lastly, he takes the time to ask about how I am doing and about the status of my family. He even has offered to help with repairs to my house as my husband passed two years ago and he knows some of these things I cannot do my myself. He is a valued resource on many levels!! – Jill McNaughton
REVIEW #5 – My wife and I have worked with Todd for quite some time and we are so fortunate to have found someone who cares so deeply about our financial health. Todd has been a true partner with us as we have made various life decisions. I truly appreciate the thought and care he puts into every discussion. We have referred him to other family and friends and they all always say the same thing about Todd. I truly cannot recommend him enough and I am so thankful to have him as our financial advisor. There is true comfort in knowing that whatever life throws at us we can get great advice from Todd and he will steer us the right way. – Ryan Johanssen
REVIEW #6 – My wife (STRS) and I (OPERS) are feeling extremely fortunate to have discovered Three Creeks Capital Management to partner with us during our retirement journey. We have been so impressed by Todd and Ryan’s insight, expertise, communications skills, and attention to detail. After discussing with us our goals and reviewing our financial portfolio, Todd and Ryan developed a customized retirement plan for us. Todd and Ryan are always helpful and responsive to our questions and encourage periodic consultations to review any changes to our goals or life’s circumstances. We feel confident knowing that Three Creeks is committed to building a long-term relationship and serving in OUR best interest! Highly recommended. – Evan Hood
REVIEW #7 – Wow! Todd is truly a class act. We’ve been working with him since I was in my 20s, during a very difficult and tragic time in our family that required careful financial planning. Throughout the process, Todd not only guided our investments and helped us plan for the future, but he was also incredibly sensitive, thoughtful, and supportive. Over the past 10+ years, he’s become more than a financial planner — he’s become a family friend.
Trusting someone with your future and finances isn’t something we take lightly, and we trust Todd completely. Even after moving to Florida, we’ve continued working with him across the country. He recently came down to spend time with our family, review our finances, and plan for what’s ahead. Todd is 10/10 recommended — we truly wouldn’t want to work with anyone else. – Mallory Milara
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