4 Best Gold IRA Investment Companies Near Me in Fort Mill, SC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Blue Ridge Financial Planning
ADDRESS: 111 Clebourne St Ste 220, Fort Mill, SC 29715, United States
NUMBER: +1 803-443-0008
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Retirement Planning, Business Planning and Insurance and Risk Management
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been clients with the Blue Ridge Financial Planning team for over 10 years—long before their current logo—and their level of trust, guidance, and consistency has been unmatched. Now that we’re retired, Joe and Monique continue to take the time to understand our evolving financial goals, explain everything clearly, welcome our questions, and help us make confident decisions no matter what the market is doing. Their professionalism, integrity, and genuine care truly set them apart. After a decade of exceptional service, we can say without hesitation that theirs is a team you can rely on for the long term. – J/K Bandy
REVIEW #2 – Moved all my retirement funds to Blue Ridge before retirement. Best decision I have ever made. My funds have been managed so professionally that after 5 years of drawing from them my wife and I surrogate more money in our investments then what we started out with. They have also helped us by guiding us to lawyers, insurance, and tax professionals. Again, going with Blue Ridge was the best decision we have made to ensure long term retirement success and estate planning. Highly recommend!! – Joseph Hussey
REVIEW #3 – Working with Blue Ridge Financial Planning has been incredibly helpful and reassuring. They are knowledgeable, patient, and take the time to truly understand your goals. Financial planning can feel overwhelming, but they make the process clear and manageable. I’m very grateful for their guidance and would absolutely recommend them. – Melissa Kossmann
REVIEW #4 – Joe and Monique are consistently proactive about following up and making sure nothing falls through the cracks. Whenever we have questions or concerns, they respond promptly and take the time to truly understand our needs. Their guidance feels personalized, strategic, and always aligned with our goals. We feel confident and well-supported knowing they are looking out for our best interests. – Barry and Ginger Swain
REVIEW #5 – Joe and Monique of Blue Ridge Financial really made a difference in my retirement planning. Going from hoping to retire someday before talking with them to retiring early after listening to them and talking their advice really has made a huge difference. So glad that that I had found them! – Tim Barnett
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
Terrier Financial Group
ADDRESS: 110 Clebourne St Unit 101, Fort Mill, SC 29715, United States
NUMBER: +1 980-859-3160
SERVICES: Investment advising, Retirement savings consulting, Tax planning, Wealth management, 401(K) Advice, Financial Advisory Services, Financial Planning, Individual Retirement Accounts, Investment Accounts, Investment Advice, Investment Management, Retirement Income Planning
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have been using Gary’s service for years now, when we started with smaller accounts and have grown into a much better path to retirement. He is always very helpful with explaining things and will make sure that you understand exactly what the plan is. I also very much appreciate the emails on the market and trends to understand how things are being allocated for best performance of accounts. I convinced my sister to go with him and she immediately saw an improvement in her earnings. – Ruth Stout
REVIEW #2 – Gary and his team are amazing! I’ve used their services for five years now. I have had multiple meetings with him and anytime we make changes or discuss what I should be doing with my finances, he takes into account my long-term personal and career plans. I’ve never felt rushed to make a decision or forced to decide on something I did not want to do. Gary will explain things to me so I understand what’s going on and laws regarding my money. His team is so great at remembering details about my personal life, which makes me feel really valued. – Wendolyn Fernandez
REVIEW #3 – Gary is a wealth of knowledge and is always so thorough and helpful! Navigating finances can be tricky and he makes things very easy to understand. I have full confidence that he is doing everything to maximize my investments and would highly recommend him for anyone looking for assistance with any type of financial planning/investment advising! – Erin Knapp
REVIEW #4 – Gary and his team have been a huge asset with our financial planning for our present and future. He has showed us the value in working with a financial advisor and we recommend him to anyone! We’re thankful that we started working with him when we did, we feel more secure about our future. – Emilie Jones
REVIEW #5 – I have known Gary for over 30 years, and throughout that time he has always been trustworthy, knowledgeable, and genuinely caring. His professionalism and dedication to helping clients feel confident about their financial future truly stand out.
What I appreciate most is the personal attention and honesty he brings to every conversation. It’s rare to find someone with this level of experience who still treats every client like family. I highly recommend Gary to anyone looking for a dependable and experienced financial advisor. – Lisa Kanniard
Vertex Capital Advisors, LLC
ADDRESS: 127 Ben Casey Dr Ste 104, Fort Mill, SC 29708, United States
NUMBER: +1 704-556-1388
SERVICES: Financial planning, Investment advising, Tax planning, Wealth management, Asset Preservation Strategies, Capital Advisors, Financial Coaching, Financial Planning Services, Income Strategies, Insurance Planning, Investment Advice, Investment Due Diligence, Investment Strategy, Investment Strategy and Guidance, Ira Legacy Planning, Retirement Accounts, Retirement Financial Planning, Retirement Funding, Retirement Income Planning, Retirement Planning, Retirement 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 – Vertex has been of immense help to us in planning our retirement roadmap. They know the field, are reliably available, and match their financial expertise to personal needs and goals. Highly recommended. – Samuel Rodenhizer
REVIEW #2 – I’ve had the privilege of working with Vertex Capital Advisors for nearly 10 years, and they remain some of the best relationships I keep … both personally and professionally! My team and I love working with Michael & Ross ! They consistently put their clients’ best interests at the heart of every decision and are exceptional stewards of the company they keep. Their integrity, professionalism, and genuine care set them apart in this industry. I couldn’t recommend them more highly! – Joshua Martin
REVIEW #3 – We were introduced to Vertex Capital (Michael and Ross) at a class they conducted at Winthrop University. First off, I think the most important thing is that clients that use Michael and Ross find them very trustworthy, I know we do. Secondly, These guys are really knowledgeable at tax planning, especially for those like us that are nearing retirement. They are also really good at recommending investment strategies and investment vehicles whether you’re aggressive or very conservative. They work with you on the right plan. They also helped us with retirement planning and understanding what kind of funds will have in retirement. – L Chandler
REVIEW #4 – I’ve had the privilege of working closely with Michael and Ross for a while now, and they are truly exceptional. Their integrity, attention to detail, and dedication to doing what’s right for their clients is unmatched. They’re professional, responsive, and genuinely care about helping people make smart financial decisions. Exceptional advisors and even better human beings – highly recommend. – Mary Bowden
REVIEW #5 – I’ve worked with VCA and have seen firsthand how much effort they put into helping others. They are patient, thoughtful, and extremely knowledgeable in their field. Their clients are always their priority, and it shows in the way they communicate and follow through!! – Laney Regan
LPL Financial
ADDRESS: LPL Financial, 1055 LPL Wy, Fort Mill, SC 29715, United States
NUMBER: +1 800-877-7210
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 – Malcolm is a great help. Helping me with the account issues. He has a good disposition and kind approach to customers concerns. Thank you Malcolm! – One ForAll
REVIEW #2 – D. Milo at this location provided fantastic service, the best that I have been given in many years! – Mary O.
REVIEW #3 – I have met several people who work here. They were all nice folks. This place also has some of the coolest architecture on the building I have ever seen. It looks like a building on a space station on mars. – Daniel Fieldstone
REVIEW #4 – I have no idea what you guys do, but I appreciate how hard you work. I mean look at these beautiful lights… motion detected?!? I mean, not only do the employees work hard, but the lights even go above and beyond! Crikey. – Raegan Smith
REVIEW #5 – Love, Love, Love, LOVE this company! Great colleagues and execs are amazing! Best decision of my life!!!!! – Giselle V. Kensington-Moore
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
