4 Best Gold IRA Investment Companies Near Me in Fayetteville, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
White Horse Financial, Inc.
ADDRESS: Executive Suites 2nd floor, 4200 Morganton Rd Suite #22, Fayetteville, NC 28314, United States
NUMBER: +1 910-339-2625
SERVICES: Estate planning, Financial coaching, Financial planning, General investment consulting, Insurance annuity investment advisement, Investment advising, Retirement savings consulting, Tax planning, Wealth management, 529 College Savings Plan, Investment Management, Investment Strategies, Ira Rollovers, Retirement Benefits, Retirement Calculator, Retirement Planning, Retirement Social Security, Retirement Strategy, Retirement Tax Planning, Savings And Investing
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mr.Roger Harris is MORE than a pleasure to work with! He deserves everything good coming his way. He helped with my grandparents financial planning and went out of his way with communication and completing services, even when short on time. His dedication to his work goes beyond a paycheck and you will be able to tell when you request his service. Real humans go through real life issues and Mr. Harris did his part in helping resolve ours. I can’t thank him enough! – Robert Jones
REVIEW #2 – I recently obtained the services of Roger Harris at White Horse Financial Inc for Retirement Savings consultation. I can honestly say all the times I’ve talked with him, he comes across as genuine as can be, while having my best interests in the forefront of our discussions. He’s very thorough in his explanations of financial matters and takes the time to ensure I understand what he’s saying. I feel comfortable and assured my long term financial goals will be met with Roger. – Jeff Matthews
REVIEW #3 – I highly recommend Roger Harris my financial advisor at WHITE HORSE FINANCIAL INC. to anyone looking for trustworthy, knowledgeable guidance. Roger genuinely has my best interest in mind. He took the time to explain my options in a way I could understand, never rush me, and always made sure I was confident in each decision that I made. What I appreciate most is his focus on my long-term financial security. If you want a financial advisor who truly puts you first, Roger Harris is the person to trust. – Teresa Boland
REVIEW #4 – Roger Harris was wealth of knowledge describing the plans he had to offer and the ones he recommended. He was a pure joy to talk with and he treated my wife and I like old friends. He made financial planning almost fun and that`s not easy. After a few sessions we chose the plan Roger suggested and we are excited and happy about our choice. If you want to look into financial plans for retirement I hignly recommend talking with Roger Harris. – Quincy Nimocks
REVIEW #5 – I strongly recommend Roger and the team at White Horse Financial for any/all of your future planning for retirement & investment portfolio(s). I was provided a personal recommendation from a friend, who had previously worked with White Horse and I was pleasantly surprised from the first conversation with Roger. I’d like to highlight three major factors in my consideration: 1) communication was timely, concise and transparent, 2) the team was not “pushy” with trying to get me to make any decision I wasn’t sure of nor comfortable with – they are more concerned with providing detailed information than “selling you something” and 3) I was provided hours of 1:1 time to educate me and provide options to match my retirement goals. If you’re looking for a partner to truly help and provide advice for future planning, you won’t be disappointed with White Horse Financial.
– ric bates
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First Command Financial Advisor – Dana Thornton
ADDRESS: 2153 Valleygate Dr Ste 201, Fayetteville, NC 28304, United States
NUMBER: +1 910-860-7900
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 – Dana Thornton is an excellent advisor who explains everything in depth to insure I understand the process of different avenues. He does not pressure you to get anything but makes recommendations that would better/ improve our life choices financially. Since I brought my son with me, he also taught him some things that would improve his lifestyle choices. Dana Thornton is highly recommended to book an appointment with. – Curtis Henegar
REVIEW #2 – I had an excellent experience working Dana T. He took the time to understand my financial goals, explained my options clearly, and provided thoughtful, personalized guidance. His professionalism, responsiveness, and knowledge gave me confidence in my financial plan. I truly appreciate his dedication to helping me make informed decisions and would highly recommend him to anyone looking for trustworthy financial advice. – Sergio Alas
REVIEW #3 – My first meeting with Dana was very impactful. His financial knowledge and his enthusiasm to provide clear education, helped put me at ease. I now have a better awareness to the areas that I am in need of improvement in order to achieve my financial goals. I’m looking forward to the next consultation. – Julia Hayes
REVIEW #4 – My experience with Mr Thornton today was very insightful towards my financial future. He helped me understand the importance of financial literacy along with establishing a budget and plan to follow. I highly recommend his services. Not only due to his level of professionalism, but his ability to create an open honest space to work with him so that he can construct the best structure for each individual to follow. I look forward to returning to work with him during this entire process. Thank you for all that you do Mr Thornton! – Tyler Washington
REVIEW #5 – Dana is an expert. His carefully crafted briefs and explanations gave me the confidence and comfort to make the decisions necessary to start my family on the path of generational wealth. I highly recommend Dana to anyone serious about managing their finances so their money works for them. – Jarel Highsmith
First Command Financial Advisor – Catina Ruiz
ADDRESS: 2153 Valleygate Dr Ste 201, Fayetteville, NC 28304, United States
NUMBER: +1 910-860-7900
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 – After my previous financial advisor retired from First Command, I was very anxious about my next assigned advisor. However, I can truly say that First Command definitely made the best decision in partnering me with Catina Ruiz. I was immediately impressed with her trustworthy, knowledgeable, and customer focused approach during our initial financial review. Her invaluable steady guidance and clear communication in outlining specific goals at each visit empowered me to feel confident about my financial future. Catina also takes the time to understand my life circumstances and makes adjustments for me to achieve financial stability. Her professional, caring, yet firm demeanor, makes all the difference in my journey towards debt relief, financial growth/investments. I am extremely pleased with Catina’s outstanding services; she always makes sure that I am happy and comfortable with my goals after each visit. I would highly recommend her services thru First Command if you are looking for an experienced and professional financial advisor. Thank you Carina for everything you are doing for me; you are irreplaceable!! – Teresa Hall
REVIEW #2 – Catina Ruiz has been my financial advisor for 7 or 8 years and she is the very best!! Catina is always very professional, kind and compassionate. I appreciate her honesty and advice while allowing me to make decisions without pressure. I trust her completely! Catina has a very calming presence that makes me feel extremely comfortable. Catina is very knowledgeable and takes the time to explain everything in a way that is easy to understand. I admire her commitment to her profession and you can tell she truly wants to help me and I am sure all her clients to achieve the very best outcome in the journey to building financial wealth! First Command is very fortunate to have such a truly gifted advisors on their team! As a highly satisfied client I value Catina and will continue to recommend her services to others in our community! – Tammy Beshlin
REVIEW #3 – For more than 25 years, Catina has been so much more than our financial advisor — she has been a true partner, guide, and friend. From the very beginning, she has taken the time to understand our goals, values, and family needs, crafting thoughtful strategies that have carried us through every stage of life with confidence and peace of mind.
Her professionalism, integrity, and genuine care sets her apart. Whether it was navigating market ups and downs, planning for retirement, or preparing for our kids future, Catina was always there — steady, informed, and patient. We never felt like just clients; we’ve always felt like family.
Thanks to Catina and her dedication to her job, we’re not only financially secure but also deeply grateful for the trust and relationship we’ve built. If you’re looking for someone who truly invests in you, not just your portfolio, look no further. – SANDE D
REVIEW #4 – Our family has been clients of First Command for approximately 20 years. When our primary financial advisor retired in 2021, we wanted to continue our relationship with them for the long term, especially with a financial advisor my wife felt comfortable with and could trust. After considering our situation, we were grateful when First Command suggested moving to Ms. Catina Ruiz. From the start of our relationship, she took the time and effort to learn and understand what our financial needs and goals were, in order to guide us into a better financial position. We are truly grateful for her patience, understand, friendship, guidance and financial mentoring. My wife not only feels comfortable with Catina, but knows who to turn to for all things financially related especially if and when anything happens to me. – Daniel Brand
REVIEW #5 – I need to start with saying that a financial advisor that we recommend within 1st Command is Ms. Catina Ruiz, she has been with us for years, she is truly a professional, trustworthy, patient, knowledgeable, honest, collaborative, and caring person and I mean that that from my heart!
Many Veterans like myself don’t know where to go or who to trust with financial matters and it’s challenging to find a financial advisor you can wholly trust, but Ms. Catina Ruiz stands above them all that I have talked to from day one. Catina as we call her, because we have made her a family member of ours; she is so easy to talk too from our first meeting years ago to this present day! As someone with very little experience in dealing with investments, choosing life insurances, she has the expertise not only helped us make the right financial/insurances decisions but also relieved so much stress during a difficult time as of today. We are so, so lucky to find her. She is so patient, understanding, and extremely knowledgeable about investment strategies relating to helping us to consolidate both of our 401k, inducing “guided us through our pension options especially our RMD’s.” Most importantly, she took the time to educate us on why she recommending certain paths, not just telling me what to do. We us three, established a clear plan together, and now I feel confident and in control of our financial/life insurances needs to include our future. We sleep better at night knowing that our 401K’s are in good hand with an awesome financial advisor, always having us in the right track of financial gains. Finally, we have recommended her to our friends and past co-works. – Paul Paris
First Command Financial Advisor – Jerome Montoya
ADDRESS: 2153 Valleygate Dr Ste 201, Fayetteville, NC 28304, United States
NUMBER: +1 910-860-7900
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 – Jerome has been a fantastic financial advisor. We had multiple education sessions before he ever even recommended any products. That was incredibly helpful. When we did get around to the product recommendations, they were personalized to me and my current situation. We continue to have check ins to make sure I’m still on the right path and to keep me accountable. We all need an accountability buddy and Jerome has been such an amazing one for me. Thank you, Jerome! – Andre Peters
REVIEW #2 – I don’t typically leave reviews, but if I could give more than 5 stars, I would. We owe Jerome a lot of the credit when it comes to our financial success, knowledge, and legacy. From the first meeting, it was obvious he CARES about his clients and genuinely wants to help the soldiers and their families sitting in front of him. In every meeting we are able to fully understand everything taught/shown to us, enough so that we can make a decision on the spot (instead of have to go home and research on our own to fully comprehend). He takes into account the whole person, the whole family, and whole financial situation. His attention to detail has never missed and has been able to catch errors in things that were missed before and we were unaware of. We are never afraid to share our opinion or how we really feel about something. We never feel like we are constantly in a sales pitch or pressure to choose an option. If we could take Jerome as our advisor to each place we live, we would. – Brittany Paul
REVIEW #3 – Mr Jerome has to be the most professional financial advisor I’ve ever had the pleasure of working with. He sat me down and worked out a budget for me that made me very comfortable! I was even able to walk out after a few meetings with the greatest life insure policy I’ve ever had for my family. If you’re looking for an individual that actually cares and is compassionate about the service they provide to others than look no further than Mr. Jerome Montoya!! – Legrantt Nesbitt
REVIEW #4 – Working with Jerome has not only been a pleasure, but also very insightful. He consistently puts extensive effort and time into his clients. I have learned so much in the time I have been his client and I know I am in good hands especially at such a crucial point in my life. I would highly recommend this service to anyone who is looking to get their financial life together and build a solid plan that will benefit not only you, but your family and generations to come. – Josue Hernandez
REVIEW #5 – I cannot recommend Jerome highly enough. When I first started working with him, I was rebuilding my life from the ground up after leaving a long-term marriage. My financial situation, my career, and honestly, my entire life were in transition.
What I appreciate most about Jerome is that he has never made me feel intimidated by finances or like I needed to already have all the answers. He explains things clearly, answers my questions, checks in when something needs my attention, and has helped me make decisions based not just on where I am today, but where I want to be years from now.
He’s knowledgeable, patient, proactive, and genuinely invested in helping his clients succeed. If you’re looking for someone who will meet you where you are and help you build toward where you want to be, I couldn’t recommend him more. – Michelle Brazil
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