4 Best Gold IRA Investment Companies Near Me in Evansville, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Riordan Financial Advisors
ADDRESS: 1137 W Mill Rd, Evansville, IN 47710, United States
NUMBER: +1 812-205-2400
DESCRIPTION FROM BUSINESS:
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 – Matt has spent dozens of hours working on a plan for us (age 67 & 66) at no charge. He does earn a bit on the initial investment, but that’s it for life. I found him to be unselfish, honest, forthright and trustworthy. I highly recommend him to anyone regardless of age. – MikeC KarenC
REVIEW #2 – Matt really helped my wife and I understand what we should invest in for retirement. He explained everything so that we were comfortable with the decisions we made! – josh paulson
REVIEW #2 – My go to guy – Perry Mason
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Vineyard Financial
ADDRESS: 20 NW 3rd St Suite 300, Evansville, IN 47708, United States
NUMBER: +1 812-474-6200
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been very happy with the service provided by Vineyard Financial from our very first meeting 12+ years ago. We have been impressed with the knowledge and advice we receive from Jakub and he listens well to our concerns. Vineyard took the initiative to make our first year of RMD’s as simple and pain-free as possible! – Mary Kimberlin
REVIEW #2 – We have been with Vineyard since 2010 and have been very happy with our investment results. As we approach retirement, we are excited that we have achieved what we set out to do with their help and guidance. Jakub did an awesome job helping us to understand how our pension will work and put us at ease with our upcoming decisions. – Max Deputy
REVIEW #3 – Three years ago we sought your services to advise us on planning for our financial security in retirement. Since that time we have had several meetings with you and your wonderful team, which have served a number of purposes including our retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting us totally at ease. You make us feel like we are the most important people you will see today, and the astute advice you have provided has already led us significant savings. You always explain everything thoroughly and we never feel uncomfortable asking questions or expressing an opinion. I highly recommend Brad, his team and their services, and look forward to many more years working with them! – Geralyn Ruminer
REVIEW #4 – Brad and his team are wonderful. On every occasion they have always made our concerns their priority. In 2013, we had to take a medical retirement and were very anxious about how we would survive, financially. He assured us that we would be okay and mapped out a logical strategy that would keep us comfortable. Over the course of this tenure, we have amassed a bigger pot and, truly, are at the point of enjoying our retirement. We are not his biggest client, by any stretch, but he treats us like we are. We couldn’t be happier! – msgtlaskey usaf
REVIEW #5 – Jacob, Courtney, and Austin were very helpful and informative in answering our questions. Thank you so much. – Kathy Homburg
REVIEW #6 – Brad, Jakub and the rest of the team are wonderful to work with! They truly care about their clients! I’m feeling right at home with them! – Michele Bennett
REVIEW #7 – The financial advice and support I have received from Vineyard Financial has been customized to me and given with a personalized manner. – Melissa Maxwell
REVIEW #8 – I’ve been going to Vineyard for over 6 years and very happy and satisfied w/my returns.
If u need help call them, u won’t be sorry. – June villines
REVIEW #9 – Good meeting. Brad makes sure we understand what’s going on with our accounts. – Gerald Weber
Riverside Capital Management Group
ADDRESS: 216 SE Riverside Dr, Evansville, IN 47713, United States
NUMBER: +1 812-777-0071
DESCRIPTION FROM BUSINESS: We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jim and his team at Riverside have been a pleasure to work with. They are attentive, friendly, and consistently thoughtful in their guidance. Communication is clear and we feel well supported and confident in the direction they provide. We’re very happy with the relationship and gladly recommend them. – Ethan KR
REVIEW #2 – We have known Jim Back for many years and when we needed to find a financial advisor, there was no question who we would call. He knew exactly what we needed to achieve our goals before retirement and now during our retirement years. Jim and his staff are friendly and very helpful. They answer our questions with patience and are always available to us. If you are looking for someone with the knowledge to help you financially for the future, give Riverside Capital Management Group a call. You won’t regret it. – Shirley Conyer
REVIEW #3 – After several years as a client, I continue to appreciate the team at Riverside Capital Management Group. They provide exceptional skill in financial management and planning. Whether it’s a quick question, or more complex future planning, we can always count on Riverside Capital Management Group to be available and offer thoughtful, expert advice. The team at Riverside Capital Management Group makes every interaction fun and personal, and I genuinely enjoy our meetings with them!- Kerry Sensenbrenner
REVIEW #4 – It has been a blessing to work with financial advisors who are truly interested in our needs and our plans for the future. Daniel Schweikharts’ financial knowledge and his communication style has made it simple for us to understand his recommended strategies and it is comforting to know that our plan is working! He is a professional with a great personal touch. – Charlene Salpietra
REVIEW #5 – We’ve worked with Jim Back for many years. He handles our business and personal investments. His availability and responsiveness is always over the top. We look forward to continuing our relationship with Jim for many years to come. – sstandring sstandring
REVIEW #6 – Have loved working with Daniel from the beginning of my financial future. As someone unfamiliar with retirement and 401k funds, he has increasingly expanded my knowledge and helped me make financial decisions that’ll help me prepare for my future, not just for me, but for my family. – Kelly Parker
REVIEW #7 – Jim really knows his “stuff”! He has never promised to make me money, but I always have. I appreciate Jim for following up with me personally, to educate me on my investments and how they are working for me! If you are looking for a financial adviser, look no further! Jim is your man! – Dawn Lara
REVIEW #8 – Well I was losing everything when I turned over to the group that managed our companies 401k. Alcoa sold I took my 401k money and turned it over to Daniel Schweikhart. Ruff couple first few months but stuck it out and glad I did. – Michael Townsend
REVIEW #9 – I’ve worked with Jim Back for several years. He and his team are thoughtful, caring professionals.
There are many reasons why I appreciate him as my financial advisor.
Here are a few:
1. He always takes the time to continue my financial education.
2. The entire team is welcoming and invested in my continued success.
3. He gives back to our community with acts of service.
Riverside Capital Management Group is helping me build a solid foundation for early retirement.
As an advisor, Jim (and his team) is deserving of my high praise, and I would recommend their services to anyone without hesitation. – Kay S
uVest Advisory Group, LLc
ADDRESS: 318 Main St #101, Evansville, IN 47708, United States
NUMBER:+1 812-698-5200
DESCRIPTION FROM BUSINESS: uVest Advisory Group, LLC is a Registered Investment Advisor (RIA) providing Investment Management and Financial Planning 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 – I’ve been working with Erik for over six years, and I wouldn’t trust anyone more to handle my financial planning. He’s guided me through every stage — from setting up Roth IRAs to managing my 401(k) when I transitioned from W-2 employment to self-employment — and has played a huge role in helping grow our finances. He takes the time to understand our goals, explains everything clearly, and genuinely cares about our long-term success. I can’t recommend him highly enough. – Frank Pezzano
REVIEW #2 – Erik has been my financial advisor for several years. He has consistently offered great advice on options that will best set myself and my family up for financial success long term. The tools that he provides for a centralized analysis of our net worth is extremely helpful in keeping an eye on our financial health, as well. – Aaron Luttrull
REVIEW #3 – Erik has been our Financial Advisor for several years. He listens and ask questions, formulates a plan and then designs a plan that has helped us achieve our goals. We couldn’t be more pleased with his thoughtful approach and calm demeanor. – Ken McWilliams
REVIEW #4 – Erik helped me and my wife get on the same page with our finances, Develop a plan so that we can retire, timely, and with adequate resources. I like the fact that Erik is a Fee based planner. Erik was very knowledgeable and was able to help me as my situation is different than most others as both a small business owner and an investor in our local community. Erik reviewed our taxes and found things in there that would allow us to get some refunds as well which more than paid for the cost of his services. I highly recommend him to other people and will be having him to talk to the staff at my company. – Stephen Rager
REVIEW #5 – Erik has helped me out more than previous advisors I have had over the years. The check ins to see if there are any changes, or just things that we need to discuss. It’s the little things that means more to better my financial future. He is someone that I would recommend to anyone. – Kacey Griggs
REVIEW #6 – You will not find a more compassionate, patient and knowledgeable professional than Erik Goodge. With his dedication and expertise, we now have peace of mind that we will retire quite comfortably. Thank you, Erik…Mission Accomplished!!! – Jenny McWilliams
REVIEW #7 – Erik and uVest are top notch. I’ve invested with Erik for over 6 years now. I have always been impressed with his knowledge of the market and the advice he gives me to maximize my returns. – David O’Neil
REVIEW #8 – Very informative, excellent at what he does, and has a service oriented approach. – Caleb Patton
REVIEW #9 – My husband and I were looking for a new financial advisor that we could trust to have ~our~ best interests in mind as we try to grow our retirement portfolio. I was referred to Erik with uVest Advisory Group last year by a great friend who spoke very highly of Erik from her own experience as a client of his.
She explained that Erik is a fiduciary financial advisor–an advisor who makes investment decisions with the client’s best interest in mind. A non-fiduciary financial advisor may recommend products for which he/she receives a commission or other form of payment and therefore may make recommendations that are not necessarily in the best interest of the client.
We met with Erik and were very impressed with his knowledge and professionalism. Erik is now our financial advisor, and we are very pleased. I highly recommend calling Erik if you know you need (or wonder if you need) a new financial advisor. – Jill
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