4 Best Gold IRA Investment Companies Near Me in Fairfax, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Focus Partners
ADDRESS: 8315 US-29 #325, Fairfax, VA 22031, United States
NUMBER: +17032257631
SERVICES: Advisory Services, Asset Protection, Financial Advisor, Financial Planning & Investment Advisory, Financial Planning And Investment Management, Globally Diversified Portfolio, Insurance Planning, Investment Advisor, Investment Allocation, Investment Services, Investment Strategies, Portfolio Design, Portfolio Strategy, Retirement Planning, Tax Planning, Tax Strategies, Wealth Management
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We chose Jim David as our financial advisor after an extensive selection process. Jim was patient, understanding, and answered all our questions throughout the process. Once we selected Jim, he was meticulous in his attention to detail in our financial planning, including reviewing our estate planning documents to ensure they were prepared to best protect our assets. Jim was very accommodating throughout the process as we had multiple (video) meetings including evenings and weekends. He even reviewed my 401k account, even though it is not part of the portfolio he manages. His many years in financial planning, combined with his extensive education and CPA background are an excellent combination. I would strongly recommend Jim David as a financial advisor. – Steven Bergman
REVIEW #2 – We chose Jim David for retirement financial advice. We had specific questions/issues we wanted to address. Jim is a good listener. He focused on our issues, checked to make sure he was addressing them appropriately, and then followed up with check lists and progress reports. He has access to good outside experts when needed and offers solid, practical advice while being cost conscious. He is a valuable and trusted advisor for us. – John Grau
REVIEW #3 – Jim has been great to work with. Before making any suggestions he met with my husband and I to find out what our retirement goals were. He came up with short term and long term goals in order to help us on the path to a successful retirement. He continues to check in with us in case we have questions. We would highly recommend him to anyone who is trying to plan for retirement. – Cathy Turner
REVIEW #4 – Thorough, competent, caring, a listener, and knowing – that’s how I’d characterize Jim. And those were my reasons for choosing to go with him recently as my financial advisor. Jim quickly got into the details of my existing portfolio and didn’t just assume away that certain items needed to transfer into other investment vehicles (actually, two remained when we finished our analysis. Jim declared them good ones for my situation, after a thorough assessment). My other investments were transferred into Schwab accounts after a good discussion about my retirement objectives, views on the economy & stock markets, my risk tolerances and future plans. Next, Jim set me up with contacts for estate planning and taxes, and attended kick off meetings. And he’s now supporting me on the follow ups. I’m very pleased to be working with Jim. – Joe Russell
REVIEW #5 – Jim David has done a fantastic job with helping my wife and I set up our retirement plan and manage our assets. He is extremely detailed and attentive to our needs and concerns. We would highly recommend Jim to any one looking for serious and well thought out financial advise. – Yonas Robi
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Your Best Path Financial Planning
ADDRESS: 8280 Willow Oaks Corporate Dr Suite 600, Fairfax, VA 22031, United States
NUMBER: +17035737325
SERVICES: Alternative Investments, Asset Allocation, Asset Management, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Employed Retirement Plans, Investment Advisors, Investment Management, Investment Options, Investment Oversight, Investment Recommendations, Investment Strategies, Retirement Savings Plans, Retirement Strategy
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 – Gordon is terrific. After our previous financial advisor retired, we needed someone to help update our financial planning and cash-flow analysis. We talked to a number of other advisors and felt Gordon was right for us because he listened carefully, focused on our needs, and didn’t try to sell us extra services. We were very happy with the result – a very thorough analysis that went deeper than we were expecting and provided insights leading us to make certain modifications to our financial strategy. In all respects, we found Gordon to be knowledgeable, creative, and a pleasure to work with. We now plan to do an annual refresh with him, and we’ve suggested to our adult children that they should meet with him to hone their own financial plans. We give him our highest recommendation. – S F
REVIEW #2 – Gordon is fantastic! Able to see through the noise and drama of the latest buzz, he is both realistic and optimistic delivering steady guidance based on sound and thoughtful consideration. He has prepared us for major life events allowing us to transition without ever having to worry about money. Gordon has gone above and beyond to help us and build confidence in our finances. – Colleen Stow
REVIEW #3 – Gordon was great! He provided exactly what we were looking for. We wanted to see if our plans for our future work and retirement were on a sound financial footing. He answered those questions with expertise. He also gave us specific advice about where to invest funds for different goals we had related to housing and retirement savings. We knew that we could trust his advice because he is a fee-only advisor — that is, we knew that he wasn’t peddling investments that he earned a commission from. Gordon was fun and pleasant to work with. We will definitely go back to him when we need a financial tune-up. – Monica Herk
REVIEW #4 – Several years into retirement, I contracted with Your Best Path for a one-time financial checkup, and was extremely pleased with the guidance I got from Gordon. He conducted a very thorough review of our income, savings, expenses and goals and made recommendations for changes. Gordon communicates clearly and is very accessible via email or video calls. It’s difficult to find a certified financial planner who is willing to work on an hourly basis without pushing additional services. Highly recommend! – Susan Zweighaft
REVIEW #5 – Gordon deserves an AAA rating. He’s everything we were looking for in a financial planner—amiable, trustworthy, knowledgeable, a good listener, detail-oriented and dedicated to doing his best for us. As we entered retirement, our financial house needed tending. Over the years, we had collected an assortment of investments without an overall plan for our next chapter. From the start, Gordon’s welcoming, kind demeanor put us at ease. He wanted to know about us, our family, and plans for retirement. He described his thinking on investing and the planning tools he would use, and explored our attitude toward risk. He patiently answered our questions. Gordon gathered and assessed our investment information and crunched the numbers, tailoring a path that’s right for us. He made sure we had the basics in place—like wills and adequate liability insurance; consolidated and streamlined our portfolio; and steered us toward investments that matched our goals and values. Most helpfully, he gave us an action plan with specific to-dos for the near- and longer-term–and is there for us each step of the way. We feel extremely fortunate to have found Gordon, wise financial guru and friend. – David DiFiore
WiserAdvisor
ADDRESS: 12150 Monument Dr #700, Fairfax, VA 22033, United States
NUMBER: +17036512060
SERVICES: Estate Planning, Financial Advisor Finder, Individual Retirement Accounts, Management And Investment Management, Retirement Advisor, Retirement Planning, Retirement Solutions, Wealth Preservation Strategies
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 – Very patient advisor explained everything to my satisfaction and scheduled a follow up visit. – Carolyne Feldman
REVIEW #2 – The advisor that contacted me were prompt, courteous, and professional. This is an amazing service! – Brenda Bannon
REVIEW #3 – I had prompt phone calls and chose my investor and committed to one. Had a meeting within a week and my planning and investing complete. Thrilled – Erin Wilkerson
REVIEW #4 – I was able to find a financial planner in my area using WiserAdvisor that I exceeded all my requirements. Thank you! – Patrick Dowell
REVIEW #5 – Provided excellent matches and the process was not invasive…everything handled via email/text as requested. Highly recommend as a solid resource to sort through a potentially overwhelming number of advisor choices. Trust is necessary! – Colleen Quinn
REVIEW #6 – The advisor that I ended up speaking with was very knowledgeable and easy to understand which I really appreciated since my current advisor is hard to understand. – Susan Lindsay
REVIEW #7 – Made the search easy and matched me with places that worked. – Amanda Dalton
First Command Financial Advisor – Stacy Blue, CMFA™|CFP®
ADDRESS: 12150 Monument Dr Suite 500, Fairfax, VA 22033, United States
NUMBER: +17033527970
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 – Working with Stacy has been a great experience! She explains everything in a way that’s easy to understand and always takes the time to make sure I feel comfortable with my financial decisions. Stacy is super supportive and always shares helpful resources when I have additional questions. One of the things I appreciate most is how understanding she is about life changes. She knows that things don’t always go as planned and helps adjust the financial plan when needed. I feel more confident about my future because of her support and guidance. – Alli Akanni
REVIEW #2 – I can’t say enough good things about Stacy Blue at First Command! As a military family, we were looking for someone who truly understands our unique financial needs, and Stacy exceeded all expectations. Her expertise as a CFP shines through in every conversation—she’s knowledgeable, approachable, and genuinely cares about helping us secure our future. From creating a solid financial plan to offering personalized advice, Stacy made the process seamless and stress-free. She took the time to listen to our goals and tailored everything to fit our lifestyle. If you’re looking for a dedicated advisor who goes above and beyond, Stacy Blue is the one to trust! – Jacob Blue
REVIEW #3 – Stacy Blue is an amazing advisor! She is thorough, intelligent, kind, and detailed. I am not usually quick to trust somebody with my financial matters, but she has made it easy to trust her! Every recommendation she gives me is backed up with why she is recommending it and how it fits in with my person financial goals/risk tolerance, etc. She is also extremely organized – she does a great job taking notes thorough out our meeting to make sure that nothing slips through the cracks. I cannot recommend her more, she is great! – Alisha Burgfeld
REVIEW #4 – My wife and I started working with Stacy in October of 2024 and her guidance has allowed us to feel financially secure in just 6 months. It is obvious that Stacy cares about her clients and wants to help us build wealth no matter what our income is. She’s given us great advice to plan for the future: retirement, kids, moving, etc. in an entirely judgement-free zone. If you like good vibes and great advice, I highly recommend Stacy. – Margarita Ramirez Nelson (Maggie)
REVIEW #5 – Financial anxiety literally used to keep me up at night. Working with Stacy on a plan that freed up cash to help us pay down debt, while also building for the future and ticking off interim goals has been such a pivotal moment in our lives. We can breathe again. I sleep better, and I’m so much more confident in our future and our ability to handle whatever comes down the pipeline. Stacy is our ace in the sleeve, and a critical, irreplaceable member of our support network. I’ve referred her to everyone I care about, and will continue to hand out her card to anyone who struggles like we used to. 1000/10 absolutely recommend. – Clair Sweeney
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
