4 Best Gold IRA Investment Companies Near Me in Dallas, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Chessman Wealth Strategies
ADDRESS: 7557 Rambler Rd #1010, Dallas, TX 75231, United States
NUMBER: +1 214-572-2120
SERVICES: Retirement Planning, Financial coaching, Tax planning, Advanced Planning, Alternative Investments, Global Investment, Individual Investments, Investment Options, Investment Research, Investment Strategies, Legacy Planning
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 – Tony and I started with Wade Chessman and crew when we retired in 2020. They have worked with us in growing our retirement investments! We meet once a year to plan out our year and go over our increased investments from previous year! They work very hard on placing our investments in stocks and bonds where they grow the best! We have been very happy with the growth of our investments over the years we have been with Chessman Strategies! They also help in other areas such as family wills, trust funds and placements for savings to grow with higher % ratings! All the employees there are very professional and awesome! We would refer them to anyone wanting to grow their investments! – Jennifer Morale
REVIEW #2 – We have been with Chessman over 20 years. They have always been very detail oriented. Asking questions that will lead to sound financial decisions. They focus on your goals and how to achieve them. Chessman focuses on long-term planning and consistent growth, not get rich quick schemes. Very satisfied with their performance. – Kent Carpenter
REVIEW #3 – My wife and I have partnered with Chessman Wealth for over 5 years. Every year our portfolio of investments grows. Just as importantly, the finance team delivers clear explanations and options. We meet biannually for a full review, and any other time we have questions, they are quick to respond. Wade Chessman and his team of certified analysts are worth our investment. – Steven Staton
REVIEW #4 – Wade and his team have been doing a remarkable job managing our retirement funds. They clearly explain what they are doing to help us achieve our retirement goals. They also guide us through all the best ways to manage our tax obligations. Besides our annual “checkups” to see what our needs are each year, they are always available for any immediate needs, when necessary. We highly recommend Wade and Chessman Wealth Strategies to anyone looking for honest and successful wealth management! – Dennis Howard
REVIEW #5 – My wife and I have worked with Chessman for a year and a half and they are excellent. Their comprehensive approach to ensuring you have all the right financial and estate planning is very thorough and much better than other financial planners I have used that only focus on investment choices. We especially like Chessman’s focus on financial planning for our unique family situation and our planned retirement meeting the different financial goals we have. It gives both my wife, and I comfort that we have a plan in place that not only meets our goals but ensures we have enough money to live to old age! I also really live their faith focus and being Certified Kingdom Advisors as this is an important part of our lives. – Jeff Kilpatrick
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Ivy Wealth
ADDRESS: 14241 Dallas Pkwy Suite 1200, Dallas, TX 75254, United States
NUMBER: +1 225-205-5600
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investments, Investment Advisory Services, Investment Management, Investors Services, Private Investment Opportunities, Retirement Income Planning, Wealth & Estate Planning, Wealth Management Strategies
OFFICE HOURS
| Mon | 7:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 4:00 PM | |
| Wed | 7:00 AM – 4:00 PM | |
| Thu | 7:00 AM – 4:00 PM | |
| Fri | 7:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mike has helped me in so many ways over the years with my finances. From retirement planning, to business planning for my law firm, and protecting my best interest every step of the way. Mike and the team at Ivy Wealth have been a huge resource for me and truly are a one stop shop for financial services. Could not recommend more highly! – Rogan McDaniel
REVIEW #2 – The folks at Ivy have been great to work with. Actively listened to our goals/concerns and presented recommendations along with historical data and prospectus on how to achieve and mitigate them. The entire team has been very patient and available when needed and are all technically sound in this space. The team has good diversity of experience and age so that when some of their folks move into retirement there will be able people behind them to continue helping our family. There are dozens of companies out there who can functionally do what Ivy does but we chose them to help secure our retirement because after a good deal of research we believe in the people. They are honest, principled and good people who value family and we trust them. – valentine headings
REVIEW #3 – Working with Jordan Earles at Ivy Wealth has been an absolute game-changer for my finances. He makes investing easy to understand, even for someone like me who isn’t naturally drawn to numbers or markets.
Since working with Jordan, I feel confident and informed about the direction my money is going. He’s not only helped my money grow, but he’s also introduced me to investment opportunities I never would’ve known about on my own. Jordan doesn’t try to sell me things I don’t need; instead, he takes the time to come up with creative, personalized strategies that really work for me. On top of that, he’s super friendly and easy to talk to — I actually look forward to our conversations.
I’ve gotten more value out of working with Jordan in a short time than I have in a decade with my previous advisor. Highly, highly recommend. – Sarah Hollander
REVIEW #4 – Very knowledgeable and has a wide variety of investment options. Many options have sophistication for the high wealth investor who desires a wide and diversified portfolio. Also, some of their selections provide attractive tax strategies! They warrant a close look if you want to have stable, conservative choices to grow your portfolio. – Charles Bockwith
REVIEW #5 – I was interested in moving from our current financial advisor to one that would have more “out of the box” suggestions than just things likestocks/bonds, annuities, and gold. I looked into at least 8 advisors online, and my husband and I spent time talking rather extensively with 4 of them. We also attended a couple of advisor seminars in our area. None of them were really what I was looking for. Then I came across Ivy Wealth. Not only were Jordan and Mike extremely personable and down to earth, their advise was exactly what I was looking for. They had some suggestions I had never even heard of from our two previous advisors or any of the advisors we had spoken with. We’ve been with Ivy Wealth a couple of years now and have been extremely happy with them. They are easy to get ahold of through text, emails, calls, or meetings, which is important to me. They are hands-on with our portfolio and know it extremely well whenever we talk. Whenever you talk with them, their knowledge of your portfolio makes you feel like you are their only client! They definitely understand you as a person–your wants, needs, focus, personality, etc–and indivisualize your portfolio with these things in mind.
I could go on and on, but suffice it to say we could not be happier or recommend Ivy Wealth more highly! – Julie Elander
Third Act Wealth Management, LLC
ADDRESS: South Building, 8150 N Central Expy Ste 1420, Dallas, TX 75206, United States
NUMBER: +1 214-764-2095
SERVICES: Wealth management, Advisory Services, Estate Planning, Financial Planning, Asset Protection, Comprehensive Planning, Comprehensive Wealth Management, Investment Advice, Investment Consulting, Investment Solutions, Investment Strategies, Personalized Investment Management, Tax Planning, Wealth Enhancement, Wealth Transfer
OFFICE 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 – I cannot say enough good things about Nick Lalonde (Third Act Wealth Management). We began visiting with him several years before I retired to help us put a solid retirement plan in place. I must say, I was nervous talking about my money with someone else. However, Nick quickly made us feel at ease by his expertise in his field and he clearly has our best interest at heart. He fully understands that we have retirement dreams. His plan for us included how we could still obtain those dreams while making our money work for us. Nick and his staff make themselves readily available to us whenever we have questions. I can highly recommend Nick Lalonde and his team with Third Act Wealth Management to help in your retirement dreams. – David Malone
REVIEW #2 – My wife Janeen and I are are extremely pleased that Nick Lalonde and his team at Third Act Wealth Management are taking care of our retirement funds. But, Nick doesn’t just handle our investments for us, he goes much further than that. Nick genuinely cares about our needs and wants, and he spends a great deal of time in understanding us, our situation, our goals and aspirations. Nick and his team are very responsive and never to busy to talk, and to help us with anything that comes up. Whenever our friends try to tell us about their wealth management setup, we shut them down quickly. We cannot imagine a better team than Nick and Third Act Wealth Management. We simply can’t recommend them highly enough. Thank you Nick, Jaylene and the whole team for your professionalism and friendship. – Rex McSwain
REVIEW #3 – Nick and his team are knowledgable, conscientious, and caring. I’ve experienced a number of wealth management companies in my lifetime, and Third Act distinguishes themselves with their combination of knowledge, integrity and the work ethic they live out for the benefit of their customers. No better people you can entrust to guide you on managing your wealth and planning for your future. Nick has been a true gift to my family and I. – Mike Trabun
REVIEW #4 – Nick and team (looking at you, Jaylene!) are wonderful to work with and total professionals. We love the attention we get and the dedication to helping us get where we want to be financially. Nick is so knowledgeable but is great at communicating when we have complicated financial decisions. I’m so impressed with how he tailors the conversation to meet me at my need for details AND to meet my husband’s need for summary bullet points. – David Pattillo
REVIEW #5 – Nick Lalonde and his entire team (especially Jaylene) at Third Act Wealth Management are worth their weight in gold! We met Nick when he “inherited” our relationship several years ago from a prior Investment Rep. He has consistently provided excellent guidance, beyond anything we imagined. We have also confidently referred many friends and family to him over the years as well. Nick and his team provide top-notch white glove service, and clearly care about their clients’ success. The ‘joke-not-a-joke’ in our family is if I “go” first, my wife’s first call will be to Nick because he’ll know what to do! – Jesse Villarreal
Apeiron Planning Partners
ADDRESS: 10000 N Central Expy Ste 700, Dallas, TX 75231, United States
NUMBER: +1 972-421-2068
SERVICES: Estate planning, Financial planning, General investment consulting, Investment advising, Retirement-related financial consulting, Retirement savings consulting, Stocks and bonds consulting, Tax planning, Wealth management
OFFICE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – This is a great group. Not an individual, a concierge group, that cares about your happiness, health, and successful growth. They get to know your needs and cater to them, small to big. We have had them manage Simple IRAs up to 401Ks, and Roth. They are great at wealth management and strategy to limit your taxes. James and Colton are our go to guys. – Patrick McNeely
REVIEW #2 – Mark Warren with Apeiron has been our financial advisor for 38 years. We now work with Colton Richards. They are excellent. They listen to our concerns and answer all our questions promptly and patiently. They are experts and just generally good people. – Nancy
REVIEW #3 – I won’t – Brandi Massman
REVIEW #4 – Aperion has been handling my investments since 2010. They’ve made helpful suggestions that have resulted in tangible positive benefits, including tax reduction. We stay in touch a few times a year so they can adapt what we’re doing to any life changes I’m going through, such as moving to another state and retirement. I recommend them highly if you’re looking for help with your portfolio. – Glenda Smith
REVIEW #5 – I had a really great experience working with Apeiron, especially Scott and Colton. I came into this process feeling like I was stepping into completely uncharted territory, and they made it feel manageable from the start.
They were patient, clear, and never made me feel rushed or overwhelmed. What stood out most is how they took the time to actually understand my situation instead of giving generic advice. Every conversation felt thoughtful and tailored, which made a big difference for me.
Scott and Colton created a space where I felt comfortable asking questions (even the ones I thought might be “dumb”), and they explained everything in a way that actually made sense. I walked away feeling more confident and a lot less stressed about my financial decisions.
Really appreciate their guidance and professionalism. Would absolutely recommend them to anyone who needs help navigating something new or complicated. – Diona Vargaz
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