4 Best Gold IRA Investment Companies Near Me in El Paso, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Trilogy Financial Planning
ADDRESS: 1001 N Clark Dr, El Paso, TX 79905, United States
NUMBER: +1 915-303-8092
SERVICES: Advisory Services, Asset Preservation, Estate Planning, Financial Planning, Health Services, Income Planning, Independent Financial Management, Investing Strategy, Investment Advice, Investment Consulting, Investment Management, Investment Planning, Retirement Planning, Retirement Savings
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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ms. Marin has been my financial planner since 2007. Her expertise in her field is invaluable. She was a valuable tool through my retirement, and continues to guide me in my leisure years. Professional, but with a personal touch, she puts you at ease about your financial concerns, presenting various options. She is extremely easy to reach and responds promptly. I would highly recommend her services. You will not be disappointed. – Marsha Kelly
REVIEW #2 – I have been working with Ms. Erika Marin for the past 11 years through ups and downs in the financial markets and have always come out ahead! Her availability and openness is remarkable for a financial planner nowadays. She has provided me with many different opportunities/options without pressure. I have found Ms. Marin to understand and represent my interests quite well. One word-so important describes our relationship-Trust.
It is without hesitation that I recommend Ms. Marin to all my friends. – Carlos Jesurun
REVIEW #3 – I have been associated with Ms. Marin since 2011, as a client. She has helped me to not only grow my portfolio, but to help me to understand the basics of investing for my needs and the future. She always responds to my calls in a timely and professional manner. We discuss what has been happening to my accounts, and our always able to make investment changes that best fit my goals and the changing investment world. Ms. Marin is knowledgeable, courteous and easy to work with. I would highly recommend her to anyone looking to make intelligent and rewarding investments. – John Kelly
REVIEW #4 – Mrs. Erika Marin is very knowledgeable in financial and retirement planning. She provides excellent updated communication with her clients about their portfolios. When it comes to dealing with my financial issues, it is always a pleasure conversing and working with Mrs. Marin. – Adrienne Hirales
REVIEW #5 – Erica was great, answer all my questions and explain everything in detail. Very professional and goes above and beyond to make sure you understand to whole process. – Jesus Renteria
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Sheid Wealth Management
ADDRESS: 1200 Golden Key Cir Suite. 100, El Paso, TX 79925, United States
NUMBER: +1 915-248-0022
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Investment advising, Retirement savings consulting and Wealth management
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 – Working with Eric Villalobos has been a game-changer for my financial future. From our first meeting, Eric demonstrated deep knowledge, clear communication, and a genuine commitment to helping me reach my goals. He took the time to understand my unique situation and provided tailored advice that made complex financial concepts easy to understand. What really stood out was his transparency and his ability to explain not just what we were doing, but why. Whether it was retirement planning, investment strategy, or budgeting, Eric made sure I felt confident and informed every step of the way. He’s proactive, responsive, and always willing to go the extra mile. I’ve seen real progress in my financial health since partnering with him, and I trust his guidance 100%. If you’re looking for a knowledgeable, trustworthy, and personable financial advisor, I can’t recommend Eric highly enough. – Craig Edwick
REVIEW #2 – I’ve been working with Eric Villalobos for several years now. I was one of his clients at his previous institution and decided to stay with him when he moved to Sheid. He’s done an excellent job helping me navigate my changing financial needs, including moving across the country and being temporarily unemployed. Even though I’m no longer local after moving to the Midwest, he still checks in with me frequently to make sure my needs are met. On top of being a great financial advisor, he’s also just a great guy. Very personable and genuinely cares about his clients. I definitely recommend his services. – Christian Zvokel
REVIEW #3 – I’ve had the pleasure of working with Eric Villalobos as my financial advisor for just over two years. When I first started, I had minimal knowledge about how to best secure my financial future. Eric takes the time to educate and guide you, always explaining what he believes is best for your individual financial needs. I’ve never felt more at peace knowing I’m in good hands. If you’re looking for someone who can provide sound financial guidance without making you feel intimidated by money, Eric is definitely the right person for you! – Karen Alcantar
REVIEW #4 – Eric Villalobos has been our financial advisor, managing our financial investment and insurance strategies, for some years now. He was also instrumental in helping us secure an affordable whole life insurance policy. Most financial advisors/entities only contact you when there’s a need or change in strategies but Eric is in regular contact with his clients which is so assuring. He is very experienced in the financial industry along with being professional and friendly! He and his partner Russell Sheid are highly recommended. – Mocha
REVIEW #5 – Working with Eric has been one of the most rewarding decisions I’ve made for my financial well-being. From day one, he brought not just deep expertise, but also a level of care and clarity that made financial planning feel approachable—even for someone without a strong background in it.
He breaks down complex concepts into clear, actionable steps, always tailored to my goals. Thoughtful, responsive, and solutions-focused, Eric brings a calm confidence to every conversation. Most importantly, he operates with integrity and a genuine commitment to what’s best for his clients. I trust him completely and recommend him without hesitation. – Julia Labayen
Cortez Wealth Management
ADDRESS: 7001 Westwind Dr Ste 130, El Paso, TX 79912, United States
NUMBER: +1 915-777-3112
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Investment Management, Advisory Services, Financial Plans, Retirement Planning, Fee-Based Planning, 401(k) & 403(b) Rollovers, Financial Planning And Retirement Planning, Goal Planning, IRAs
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 – I am a firm believer of honest reviews from other people just like me looking for upstanding and honest services. I have the upmost respect for Gilbert and all his team for their integrity handling my investments and wisely advising but never too pushy. Thank you guys, I look forward to many years of service with your team. Good job, keep it up. – Office Admin
REVIEW #2 – Before meeting Gilbert Cortez, my finances felt complicated and disorganized. He took the time to truly understand my goals for retirement and created a personalized plan that was easy to follow. He is incredibly knowledgeable and patient, explaining complex topics in a way that gave me the confidence I needed to follow through with my goals! Definitely recommend! – Daniel Hidalgo
REVIEW #3 – Cortez Wealth Management (Gilbert) is extremely professional, detail-oriented, and genuinely cares about their clients. They helped me organize my finances, plan for retirement, and make smart investment choices. I’ve seen real progress and peace of mind since working with them. Excellent service all around. – Claudia Lucero-Rodriguez
REVIEW #4 – Went in seeking financial planning and advice with minimal knowledge of what to expect. CWM was upfront, transparent, and honest about what would and wouldn’t be helpful for my situation. I’ve consulted other planners and companies and Cortez Wealth Management was an effortless choice. The Operations Manager Mariana was so kind and knowledgeable, she really made the entire process streamlined. – Isabella Valera
REVIEW #5 – Mr.Cortez and his staff are very professional and are concerned about your needs. He listened to my risk tolerance and adjusted my investments to my individual risk factors. I have been with Mr. Cortez and his company for 10 years and he is always been there for me. – James Lambeth
First Command Financial Advisor – Randy Mills, ChFC®|RICP®|WMCP®|CFP®
ADDRESS: 4712 Woodrow Bean Transmt Dr, Suite F, El Paso, TX 79924, United States
NUMBER: +1 915-772-0100
SERVICES: Financial Planning Investment, Investment Advisory Services, Investment Strategies, Planning And Investment and Retirement Income 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Randy Mills has been taking care of my family’s finances since we moved to El Paso three years ago. I know nothing about investing or financial planning and he created a plan for my children’s college education, security with life insurance, and preparations for retirement. He takes the time to get to know us, our priorities, and our plans for the future. He takes it all into account when planning and always does his absolute best to make things as cost effective for us as possible. I think my favorite thing is the post meeting emails I get from him where he covers everything we decided together in terms I can easily understand. He also makes a plan for our future meetings and always makes sure we cover everything we need to in a timely manner. I am very grateful to Randy for his time and expertise. Thank you, Randy! – Leanna Heidt
REVIEW #2 – Mr Randy Mills is my financial advisor. I was very hesitant when it comes to money. It was back in February when he told me what to invest in. The market keep fluctuating and I kept losing money. You can’t keep making changes. It will basically offset itself. I was still dealing with anxiety because I’m lost money before the TSP. I changed my TSP a few times. My next visit with Mr. Mills was very productive and inform. He told me to stop checking my TSP. He told me what to change my percentages to in my TSP. It’s been 8 months later and my TSP is over $107 000 in my TSP and my portfolio doubled. He helps with life insurance too I would recommend Mr. Randy. And if you didn’t ready to retire too, and you have an anxiety about your money, I would recommend that you get a financial advisor like Mr. Randy because he could definitely show you how to make money and save money. – Key J
REVIEW #3 – I’m incredibly grateful for the exceptional guidance and support I receive from my financial advisor, Randy Mills. Randy’s deep knowledge and expertise have been invaluable in helping me navigate my financial journey with confidence. He takes the time to truly understand my unique goals and tailors his advice to fit my needs. His proactive, thoughtful approach makes complex financial decisions feel manageable, and his dedication to my financial well-being has given me peace of mind. I highly recommend Randy to anyone looking for a trusted, knowledgeable financial advisor who genuinely cares about their clients’ success. – Carlos Wiley
REVIEW #4 – I have been a client of First Command for over 7 years and I can confidently say that Randy Mills is the best Financial Advisor I have ever worked with. He preaches the First Command cornerstones of financial planning and delivers excellent service in every appointment. Every time I walk out of First Command, I always leave with a better understanding of my financial goals. He helped me identify my own values and priorities to set up the perfect financial goals for my future. I appreciate his dedication to transparency and education while helping my retirement and investments grow and thrive. Randy Mills is not only an expert in his field but he is also very personable and we often find ourselves talking daily news or sports. He has every qualification under the sun in finance it seems but never is afraid to say he isn’t sure and can find the answer. I feel as if Randy Mills is constantly challenging himself in his field and gaining new experiences and skill sets. If I were you, I wouldn’t trust anyone BUT Randy Mills with your money and future.
I’ll end my review with a quote from a book he let me have to learn more on pursuing financial success. “There is no secret, this is a long race. Your financial journey is a marathon, not a sprint.” -Bill Baker
Thank you for your service Randy and Go Steelers! – Austin Dunn
REVIEW #5 – When it comes to choosing a financial advisor, character matters just as much as credentials. Randy Mills embodies a rare combination of qualities that make him not only a trusted financial advisor but also an exceptional representative of First Command. Kind, attentive, straightforward, and respectful — Randy is someone who listens first, advises with integrity, and makes you feel understood every step of the way.
What sets Randy apart isn’t just his extensive financial knowledge or his military background — it’s the way he communicates. He has a unique ability to connect with clients on a personal level, making financial planning feel accessible and tailored rather than overwhelming or generic. His commitment to helping service members and their families isn’t just professional — it’s personal.
If you’re looking to begin or improve your financial journey, I can’t recommend Randy highly enough. Whether you’re just getting started or refining a complex financial portfolio, you’ll be in excellent hands with someone who truly exemplifies First Command’s mission of serving those who serve. – Jeremy Wambugu
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