4 Best Gold IRA Investment Companies Near Me in Covington, LA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Simon & Simon Financial LLC
ADDRESS: 720 W 21st Ave Suite C, Covington, LA 70433, United States
NUMBER: +1 985-900-2510
DESCRIPTION FROM BUSINESS: Retirement Planning & Investment Solutions
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 – They treat me like family, and I couldn’t imagine a better place to manage my retirement. The staff is wonderful, great customer service, I highly recommend Simon & Simon Financial. – Catherine West
REVIEW #2 – I thoroughly trust Simon and Simon to make the best decisions that benefit me in my retirement. – Roger Thompson
REVIEW #3 – I have been with these folks for several years. Could not be more satisfied. They are like family. – Tim Russell
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Paradiem
ADDRESS: 510 N Jefferson Ave, Covington, LA 70433, United States
NUMBER: +1 985-727-0770
DESCRIPTION FROM BUSINESS: Paradiem is a financial advisor for families who want to use their wealth to bless future generations and make a bigger impact—without sacrificing their lifestyle or inheritance…
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 – Paradiem is one of the best companies I have ever worked with. They genuinely care about their client’s lives, not just their client’s investments. They listen intently and make well researched responses to my questions. Every encounter that I have had with the people at Paradiem is warm and inviting. One of my favorite things is that they look for good quality companies for their clients to OWN not just invest in. They manage my personal retirement account as well as my Mom’s and, while no financial planner can guarantee positive results, they have consistently performed for us for the last three years. If you are trying to “time the market” or day trade these aren’t the people for you, but if you want to own companies that you will be proud to own, they are the BEST! – Dennis Randal Kilpatrick
REVIEW #2 – The Paradiem team has done excellent work for my husband and me in setting up an investment strategy and long term goals, as well as helping us prepare for and enter retirement. We are grateful for the godly perspective on money and finances that they hold, and for their generosity toward others. We appreciate their Christ-centered work ethic and lifestyles, and the prayers they offer on our behalf. They are smart and savvy, and we are confident that our financial resources are being managed with excellence. – Karen Kilpatrick
REVIEW #3 – Eric and the entire Paradiem team are so much more than a qualified, professional firm of investment planners—they are like a family who values integrity and concern above all else. I cannot think of another business that regularly expresses as much care for my family in all facets of life than Paradiem. This is a company where people are more important than portfolios, and that is what has made me a loyal client. – Shannon M
REVIEW #4 – Eric and his team at Paradiem have been a true blessing to our family for many years. Their advice and expertise in so many areas led us to put plans into place that give us great peace of mind. Their philosophy and investment strategies just make sense. We are so grateful to have them lead us through our own personal transformation to help us “live a better story.” Thank you, Paradiem! – Mitou LeMaire
REVIEW #5 – We have worked with Eric and his team for 10 years. They ensure that clients identify and excellently prepare for all of their life priorities. Paradiem’s processes, depth of relationship understanding and sets of expertise development lead to holistic plans and actions designed to optimize current and multi-generational impacts. There is a Godly underpinning to their approaches and lives. – Joseph Wilson (Joey)
REVIEW #6 – Very trustworthy and economical compared to any financial planner I’ve ever used. And, the results have continued that way for several years. In addition, Paradiem personnel have taken the time to understand our investment desires that are based on faith. The result is a complete life plan for investing, spending, philanthropic giving, and providing for our children. They also challenged us toward a 3-legged approach to family legacy. – Doug and Linda Mosier
REVIEW #7 – Our family and our business used the succession planning services of the predecessor to Paradiem. We appreciated the planning process which centers on counseling and answering some big questions about wealth transfer to the next generation. After the plan has been implemented, we also appreciate the continuing service of monitoring the plan’s performance and making adjustments as needed. – Bob Walker
REVIEW #8 – My wife and I couldn’t be more blessed to be working on our Estate Plan with the folks from Paradiem. Through their work with us, we have had a new realization the everything we have is God’s and that we should incorporate that understanding as we review our Estate Plan, but also as we walk thorough our daily lives. It has brought us increased joy to understand that our stewardship of God’s provisions is an important aspect of living. – Dave Schultheis
REVIEW #9 – Eric, Andrew, and the entire Paradiem Family are, in a word, AWESOME!
They have managed my family’s finances for several years. I could not be more pleased; from the financial gains to the individual care we receive, they are the best. Trustworthiness is a must in this business — I give Paradiem a 10 out of 10 for their integrity and trustworthiness! You just can’t go wrong with this group… you will be pleased at the highest level! – Jeff Kilpatrick
Snow Financial Group, LLC
ADDRESS: 127 W 21st Ave, Covington, LA 70433, United States
NUMBER: +1 985-792-5232
DESCRIPTION FROM BUSINESS: Since 1997, Snow Financial Group, LLC has been a cornerstone of financial guidance, offering tailored wealth management and investment services…
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 – Snow Financial Group came through as promised. Paul listened, assessed, and then gave sound advice that was much appreciated. Account setup was a breeze with Dom and Conner at the helm. Communication couldn’t be better. This group went out of their way to make it easy on us. Looking forward to a long and prosperous relationship!
P.S. Beautiful and cozy building as well. – Chris Anderson
REVIEW #2 – Snow Financial Group is hands down the best group on the northshore. Everyone is extremely knowledgeable, and has your financial best interest at heart. They treat you like family, and have all the tools, resources, and advice you could ever need in order to succeed. I worked with Domnic, and he’s absolutely great—Everyone should ask for him! Snow Financial Group won’t let you down!! – Rennan Bourgeois
REVIEW #3 – My family and I have had a long standing relationship with Snow Financial Group. Paul has always been available to answer any questions and extremely kind during every encounter. His expertise has definitely been realized and appreciated. I highly recommend. – JSB 8098
REVIEW #4 – Deciding to trust our family’s investments with Snow Financial Group has been by far the best decision we could have made! Paul’s knowledge and professionalism is top notch. His advice and guidance in crafting and implementing our family’s financial plan has given us great confidence as we move into the future. My family and I look forward to working with Snow Financial Group for many years to come! – Scott Hogan
REVIEW #5 – Couldn’t be happier about our decision to work with Snow Financial Group. Paul and his staff go above and beyond. I always feel so welcome in his office and he and his team make sure to keep my family’s best interest at heart while educating me through all of our financial strategizing. Highly recommend! – Brooke Waters
REVIEW #6 – My experiences with Paul Snow and Snow Financial Group have been positive, informative and helpful. Paul customizes financial planning to the individual from the start, with a personal check off and information sheet to make sure all areas are covered. I would highly recommend Snow Financial Group to anyone ready to invest in his or her future or to simply have a conversation on how to get started. – Lauren Satterlee
REVIEW #7 – Snow Financial is top tier! Working with Paul and Domnic has been a wonderful experience. I cannot say enough good things. They will help with every step of the way and answer any questions you may have. I highly recommend working with Snow Financial group. – Adam Daix
REVIEW #8 – Snow Financial Group is the best financial group in Louisiana. They help build the financial plan and investment strategy we need based on our goals. They’re actually listened to us and Exactly knew what we want it. They guide us to right direction and personalized strategies to helped us reach our financial freedom. – Ilk Dun
REVIEW #9 – Recently had the pleasure of working with Paul on setting up a 529 for our child. He and his entire team were nothing but personable and professional the whole time we were there. They were happy to answer any questions and followed up when needed. They even had a Pac-Man machine to keep my child entertained! Will use them again and would recommend them to anyone in the area looking for great financial advice! Thank you Snow Financial! – Sara Pellegrini
Live Oak Wealth Management
ADDRESS: 7020 Hwy 190 West Service Rd A, Covington, LA 70433, United States
NUMBER: +1 985-624-8916
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 3:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 3:30 PM | |
| Wed | 8:30 AM – 3:30 PM | |
| Thu | 8:30 AM – 3:30 PM | |
| Fri | 8:30 AM – 12:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Live Oak Wealth Management has done a great job for me. The staff keeps me informed of all major decisions and has the knowledge and expertise to help me make such decisions. – Chase Villeret
REVIEW #2 – I sold my business and Steve has been working with my CPA and Attorney and is handling all my investments. – Jim Burch
*** MORE BUSINESS REVIEWS PENDING FOR THIS BUSINESS ***
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