4 Best Gold IRA Investment Companies Near Me in Fishers, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Strategic Planning Group Inc
ADDRESS: 10150 Lantern Rd # 150, Fishers, IN 46037, United States
NUMBER: +1 317-806-3083
DESCRIPTION FROM BUSINESS: Based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions. Our staff consists of experienced professionals with a “hands on” approach to financial guidance…
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 – John and his staff are incredibly professional and take the time to work with all of their clients. They spend time explaining and working through things that crop up. We have been incredibly happy with SPG for many years. – M W
REVIEW #2 – Chris and Kerry were absolutely amazing and provided top-notch service throughout the entire process. Their expertise and dedication saved me over $18,000 in just one year! They took the time to understand my financial situation and crafted a personalized tax plan that maximized my savings. Their professionalism and attention to detail were truly impressive. If you’re looking for reliable and knowledgeable tax planning experts, look no further than Chris and Kerry at Strategic Planning Group Inc! – Eric Lawson
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Knepp Financial Group
ADDRESS: 11413 Lantern Rd, Fishers, IN 46038, United States
NUMBER: +1 317-827-2037
DESCRIPTION FROM BUSINESS: Knepp Financial Group is a full-service financial advisory firm based in Fishers and Fort Wayne, Indiana. Founded by Jon-Jon Knepp, a fiduciary financial advisor with over 20 years of experience, the firm specializes in retirement planning, wealth management, and protecting your financial future with clear, personalized strategies. Our team helps individuals and families with 401(k) rollovers, IRAs, annuities…
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Every staff member is a pleasure to speak with! Kelly, specifically, is prompt in handling all questions and concerns I’ve had. If Kelly’s working, you can count on her to get back with you in moments! The other members will get you as far as they can, with pleasure. You can hear it in their voices. I’m 39yrs young and was educated about penalties and stock options, in an easy-to-understand way. I encourage you to think local with Jon Knepp Financial Group! They’ll happily handle the global for you. – Elizabeth Hathaway
REVIEW #2 – We feel fortunate that we found Knepp. We appreciate the honest and transparent feedback. This is an area that is incredibly important and can be confusing and frustrating. We appreciate the ease in which conversations and transactions are done. We fully understand what to do and when to do it as the information shared is easily understood. We appreciate that Knepp educates and allows you to make the best decision without any pressure – Jeff Duncan
REVIEW #3 – Jon-Jon Knepp played a critical role in recommending and then securing a robust permanent supplemental retirement income stream solution for me. I came to his counsel with only a minimally modest amount to fund the purchase of an appropriate instrument, and yet a perfect match was easily identified to yield the precise supplemental monthly payment stream I required. Knepp’s professional services make it possible for hard working contributors to our society to identify and capture their ultimate reward: a successful post-career life– secure ownership of their personhood, and a stress-free use of each and every retirement day’s time. – Michael Main
REVIEW #4 – I have now been an investor through Knepp Financial for over 17 years. My experience has been very satisfying, no surprises or inconsistency, of what was presented as a good investment plan versus what was or is reliable consistent information and plan care. JonJon is easy to talk to (no excuses or avoidance of subject matters). What you see and hear… is what you get!! – Brenda Appleton
REVIEW #5 – The Knepp Financial 20-year anniversary at Daniel Winery like everything Knepp does very lovely and well done. The best investment I every made has been with this group. Happy 20th Anniversary with many more to come! – Cindi Turner
REVIEW #6 – If you are looking for a way to keep your retirement financially secure, this is a great place to do it. Jon Jon is straightforward and his entire staff is friendly and helpful anytime you need them. They do appreciate their clients and Jon Jon hosted a Client Appreciation Event at Country Heritage Winery recently. It was a great time had by all. Thank you Jon Jon. – Bryan Gaughan
REVIEW #7 – Jon Jon has been great with our finances! He has a great organization with people that care. We also love all the events that happen that Knepp Financial sponsors including food trucks, live music, a practice day at the 500 track. Give them a look. You won’t be disappointed! – Allen Knisley
REVIEW #8 – We stopped by the fun event yesterday! We enjoyed the smash burger, and the conversation with others attending. Thanks for the invitation, and always taking care of my investment. The staff at Knepp are always helpful, friendly and easy to work with. I don’t need them often, but when I do they are ready and willing to listen and explain anything I need! – Cindi Turner
REVIEW #9 – After United Airlines filed for bankruptcy in the early 2000’s, my husband lost his entire retirement account that was, by company policy, entirely employee owned stock, we started over. 2008 hit our meager personal IRA accounts, and by 2015 we were panic stricken. We were first introduced to Jon Jon at one of his informative seminar dinners and were confident he was a real-deal, cards on the table, financial fiduciary.
Over the last 10 years Knepp Financial has advised and assisted us in acquiring a stable foundation of life long income and investments we hope will provide additional benefits and income. Jon Jon and the entire Knepp Financial staff are more than just skilled professionals. They are personal, friendly, and we are treated like family. They have our gratitude and utmost respect. – Melanie Guzzi
Guardian Wells Financial
ADDRESS: 10765 Lantern Rd STE 100, Fishers, IN 46038, United States
NUMBER: +1 317-660-0929
DESCRIPTION FROM BUSINESS: We help good people make great financial plans so a fantastic retirement is waiting after years of paid work.
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – This was an excellent experience from the very beginning. We were pleased with the transition from our previous investment advisor. Jason and his staff welcomed us to their business sincerely. The team reviewed our portfolio and made suggestions to evaluate our options. So far we have been very pleased with the results and how this relationship has developed. We would like to thank everyone at Guardian Wealth for all of their attention. – Sandra Groves
REVIEW #2 – Jason and his wonderful team provide excellent care and management of our retirement funds. They are wise, prudent, and protective, while gaining positive growth of our funds. Best financial care and relationship we have ever had. – Steve Taylor
REVIEW #3 – My wife and I have been invested with Guardian Wells Team for close to 10 years and the level of service and expertise by the Team has been great. We are very lucky to have partnered with this team who has given is financial security during our return remint. Special Thank You to Jason and The Team. – Allen Wehr
REVIEW #4 – Jason and his team are all dedicated to making your experience a positive one. I’ve been with Jason for 12 years and have recommended him too many various people. I have no regrets in picking him as my financial representative. – Wilson Hopkins
REVIEW #5 – Great venue and well planned. Food and fellowship was enjoyable and fun. The Guardian Wells staff are gracious, talented and friendly people led by the BOSS Jason. – Doug Alte
REVIEW #6 – We have utilized Guardian Wells for approximately 10 years. They have provided advise and strategies for managing our retirement account. They are extremely knowledgeable, professional, and trustworthy. Their focus on client needs, long term portfolio stability, and asset growth is second to none. – Norman Smiley
REVIEW #7 – Met Jason at a sponsored dinner and was impressed enough to schedule a follow-up meeting. After discussion, we jointly decided maybe we weren’t a current candidate for his services. He was kind enough to discuss and confirm a couple of my ideas and also gave me some really good suggestions and guidance even though he wasn’t going to profit from the transaction. I would recommend that anyone at least meet with Jason and see if he can help. – Mike Malan
REVIEW #8 – Jason Hutchins has guided us for over eight years as we plan and manage our financial assets. He understands our goals and has helped us realize them successfully. Jason is a friend and trusted advisor.
His support staff is competent and always responds promptly to our inquiries. We highly recommend Guardian Wells Financial to our family and friends. – Melanie Balmat
REVIEW #9 – We knew that we needed to develop a new strategy for our retirement financial future. We really didn’t know quite where to start so we began attending financial seminars. that’s a good place to start, get educated.When we heard Jason speak, we felt like he was one of the few that we wanted to sit down with for a discussion. After a few meetings, we decided that Jason would be the one that we wanted to help us with our retirement future. We’ve been with him and his team for about five years and have never regretted it for a second. We have met people who have been with Jason many years and they feel the same way. Aside from being very astute at what he does in the financial world, he’s a very good teacher—he listens to what it is that you want to accomplish in your retirement and explains strategies to achieve your goals —-and if you don’t know what your goals are, he helps you figure that out. A huge plus is his staff. If you have a question, concern or need information, your phone call, text or email will be returned in a timely manner. Finding a financial advisor
to trust with the bulk of your life savings can be a daunting task. Jason is a fiduciary, he’s honest and we know he works hard for us. We would suggest that you attend one of his financial seminars and then make a meeting to sit down and talk with him. There’s absolutely no pressure during a meeting with Jason to retain his services. – Sandra Read
Riki Cooke, CFP® | Certified Financial Planner | Financial Advisor
ADDRESS: 9089 Rider Dr, Fishers, IN 46038, United States
NUMBER: +1 330-442-0379
DESCRIPTION FROM BUSINESS: Embark on a financially fulfilling journey with Riki Cooke, a Certified Financial Planner™ who specializes in empowering millennials to achieve their financial goals. Our personalized approach ensures that your financial plan is tailored to your unique needs and aspirations…
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 – My fiancé and I have been working with Riki for a few months now. My fiance was the one who was a bit doubtful that we even needed a financial planner, but after our first session, he changed his mind. Riki helped us identify larger goals for our money and how we can best plan for our future together–and how best to combine finances in a way that made us both comfortable. We particularly appreciate his ideas about retirement and sabbaticals that are less “traditional” than the linear retirement plan. It’s been so helpful to see money as a tool and less as a stressor. – Abbey Becker
REVIEW #2 – Riki is an amazing financial planner and an even better person. His care for his clients is a breath of fresh air to the financial advising industry. He takes time to get to know you as a person, rather than as a portfolio. Riki cares deeply about the work he does and wants to make conversations around finances approachable and easy to understand. I fully recommend Riki as a financial planner, especially for Millennials and young professionals. – Grant Carpenter
REVIEW #3 – Riki has been advising our family for more than a year, and we couldn’t be more impressed by his professionalism, depth of knowledge and willingness to research new and innovative ways for us to manage our money. His approach to finance is values-based, which we really appreciate. He gets to know us personally which informs his advice and gives us a holistic look at our relationship to money, our goals and our future. He’s super communicative, which is essential in any advisor! – Eric Clayton
REVIEW #4 – If you’re in need of a financial planner, Riki Cooke is your guy! Riki is in this business because it’s his passion. He’s very vested in his clients and is always looking for avenues to better your investments. We would highly recommend Riki! – Lisa Butler
REVIEW #5 – You’re not just getting a financial planner with joining Riki’s team. You’re getting a piece of mind. It’s such a huge relief knowing that there’s someone so qualified out there to reach out to at any time. He puts your BEST interests first and makes you a priority. From his personalized video messages every quarter on things relevant to you; to his ability to break things down to a level where a simple minds (such as mine) can understand. I’ve never been so confident and assured about finances and my own personal money goals as I have been with Riki by my side. One of the first meetings I had with him he made the comment that “anything with a dollar sign in front of it I can help you out with.” And I’ve learned over time that this is the most accurate depiction of his services. My only regret is not starting sooner! Riki is the man!!!!! If I could give more than 5 stars I would. – keith peterson
REVIEW #6 – Wanting to ensure our financial decisions were the best in the long run, we hired Riki. He is extremely knowledgeable, honest, upbeat, and VERY reliable. He has broadened our horizons and put our worries at ease about our future. He’s great and we recommend him to anyone looking for a FP. – Camellia Reyes
REVIEW #7 – I can’t say enough about 2Point0 Financial. Richard is truly an outlier among financial advisors. He places his clients first and is always focused on making sure they are taken care of. Having used other financial advisors, the difference with 2Point0 was immediately clear. The account setup could not have been simpler, and the app they use is great. I am happy to have a financial advisor that I trust to manage my accounts. – Trevor Hale
REVIEW #8 – I’ve been working with Richard for almost a year after previously working with a larger financial advising firm for 15+ years. The biggest reason for switching to 2Point0 is that Richard takes a genuine interest in your life goals and is able to create a solid financial plan to help you achieve them. He also takes a 360° approach to financial planning by looking at all aspects of your life. Recently, Richard has been very helpful in navigating new policies regarding federal student loans and making sure I’ve covered all my bases. If you’re looking for someone who will take a holistic approach to financial advising, Richard at 2Point0 is the way to go! – Danielle Hinckley
REVIEW #9 – I’ve worked with Richard for a few years now, and I couldn’t be happier. He always puts the client first, and he makes sure that he fully understands your goals when building your plan. He is always available when you have questions, and he listens and makes you feel valued regardless of how large your account is. The pricing is incredibly reasonable when comparing to other advisors, especially when you consider how he provides a level of service above and beyond what you might experience with a bigger company. – Alex Weaver
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