4 Best Gold IRA Investment Companies Near Me in Cullman, AL – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts

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Next Phase Advisors

ADDRESS: 1120 2nd Ave SW, Cullman, AL 35055, United States

NUMBER: +1 256-841-7727

DESCRIPTION FROM BUSINESS: Next Phase Advisors helps North Alabama retirees create predictable lifetime income streams using the Safe Bucket Blueprint™. We specialize in retirement income planning for families at Redstone Arsenal, Boeing, and throughout the Tennessee Valley…

STORE HOURS

Mon	CLOSED
Tue	9:00 AM – 8:30 PM
Wed	9:00 AM – 8:30 PM
Thu	9:00 AM – 8:30 PM
Fri	9:00 AM – 5:00 PM
Sat	CLOSED
Sun	CLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Jeremiah is a great financial advisor. He took the time to study my investments and developed a plan for my retirement funds. He takes a great deal of time to explain what the plan is and how it will work for my best interest. Jeremiah is always available to answer any questions. He also has a great team working with him too. – Gloria Johnson

REVIEW #2 – Our advisor, Jeremiah is amazing. He took the time to listen and assess our financial situation and develop a plan that was understandable and realistic. Jeremiah took the time to explain the plan to both me and my wife; he explained the plan to my wife’s satisfaction until she was comfortable. Although I consider myself financially savvy, his assessment of my financial requirements were better than my own. Particularly, since I was planning to retire, he prepared alternative strategies depending on when I retired and if I went back to work. The financial advice we needed as retirees is different from the financial advice you need when you have an income; I am glad Jeremiah is versed in the complexities of retirement finance. I strongly recommend Jeremiah as a financial adviser! – Ty Tyson

REVIEW #3 – We were treated like family. Jeremiah answered all of our questions and took time to show us several different ways we could handle our retirement. Then, he let us make what we felt was the best decision for us. He also gave helpful input in every decision we made.
I would definitely recommend Jeremiah and Next Phase Advisors. – Ann Askea

REVIEW #4 – Very informative as to how to get the best benefits from social security, pension plan, and 401k. We were looking for someone local to help in these areas and Jeremiah was very knowledgeable and was able to assist us in those areas mentioned above. We would definitely recommend him! – Terry Bradford

REVIEW #5 – Both advisors generously volunteered their time to answer questions about Social Security Income (SSI), even though we already had established financial advisors. I highly recommend starting your financial planning in early adulthood to ensure a comfortable retirement in your 20s to 30s. Aging and death are as natural as birth, so don’t wait until your fifties to start thinking about these matters as if they’re a surprise. – Kelly Bowyer

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Edward Jones – Financial Advisor: Devin Allen, CRPC™

ADDRESS: 909 2nd Ave NW, Cullman, AL 35055, United States

NUMBER: +1 256-292-8618

DESCRIPTION FROM BUSINESS: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

STORE HOURS

Mon	8:00 AM – 4:00 PM
Tue	8:00 AM – 4:00 PM
Wed	8:00 AM – 4:00 PM
Thu	8:00 AM – 4:00 PM
Fri	8:00 AM – 4:00 PM
Sat	CLOSED
Sun	CLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Devin and Wendy are the best in the business. Highly recommend this office. – Sherry Short

REVIEW #2 – Great place. This is where you go to get stuff done! Lol. – Charles McKinney

UNFORTUNATE REVIEW – I know someone who was financially affected in a negative way due to hidden fees that are being done by this person. I was shocked to go online and find out about the several lawsuits regarding the fees they charge for selling mutual funds, which they do many days a week just to make profit. The lawsuit looks like it was settled but it’s still being done by this specific person. Be aware of accounts that have Mutual Funds involved. There will be a fee every time one is bought and sold. You would think after such a big lawsuit, they would be more careful. I would not recommend this specific person since I am aware of them increasing their income for the excessive buying and selling of funds to gain for their benefit, which will hurt you in the long run. – steve clark

Dvorak Financial Planning

ADDRESS: 101 2nd Ave SW, Cullman, AL 35055, United States

NUMBER: +1 256-939-1000

DESCRIPTION FROM BUSINESS: Jonathan Dvorak, CFP® founded Dvorak Financial Planning, a fee-only fiduciary, in 2024 to better serve his clients and act in their best interests. By establishing his own independent firm, Jonathan is able to add value by ensuring that all the pieces of a client’s financial plan are integrated and coordinated in one place.

STORE HOURS

Mon	CLOSED
Tue	8:00 AM – 4:00 PM
Wed	8:00 AM – 4:00 PM
Thu	8:00 AM – 4:00 PM
Fri	8:00 AM – 4:00 PM
Sat	CLOSED
Sun	CLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Jonathan and his staff are simply top notch. They take time to answer our questions and have efficiently worked with us through the changing circumstances of retirement. Their careful investment of our savings has provided great returns. I can’t recommend their personal, honest, and kind services enough. – Vicki Copeland

REVIEW #2 – The team at Dvorak Financial Planning is wonderful to work with! No question is too small and Jonathan answers them without losing me in financial jargon. Rita and Thomas are responsive as well if there is ever something that I need to check on. It is wonderful to know that my retirement accounts are in good hands and Jonathan’s team is committed to integrity and reliable service for the long haul! – Cheryl Grant

REVIEW #3 – If you are looking for a financial advisor I would highly recommend Jonathan with Dvorak Financial! He was very professional and informative with all of our financial needs. We have really enjoyed working with him and feel much more at easy about our finances than ever before. – Jackie Fielder