4 Best Gold IRA Investment Companies Near Me in Fort Smith, AR – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Old Fort Wealth Management
ADDRESS: 200 N Greenwood Ave #2, Fort Smith, AR 72901, United States
NUMBER: +1 479-488-4635
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting
STORE 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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Melanie at Old Fort Wealth Management has been an incredible resource! She truly takes the time to understand your goals and what you’re working toward, rather than offering a one-size-fits-all approach. She is professional, knowledgeable, and brings a level of clarity that makes planning so much easier. I also appreciate that she has strong connections and a wide range of resources she can tap into when needed, ensuring you get well-rounded guidance. Most importantly, she isn’t afraid to provide honest, straightforward advice. If you’re looking for someone who genuinely cares about your financial success, Melanie is an excellent choice! – Paige Farmer
REVIEW #2 – I could not be happier with the way my investments have went since sitting down 1:1 with Melanie and Lisa. They assisted me in finding what was best for me. No high pressure, but just honest feedback. I really enjoy how they educated me on the things I didn’t understand. I have been with Old Fort Wealth Management services for 3 years and making the move to Old Fort Wealth Management has catapulted my retirement. I no longer worry if I will be able to retire. I now have a plan in place and a date for my retirement. I have peace about my financial future. Make the call! – Kimberly Deann
REVIEW #3 – We spent 20 years jumping from company to company and always was disappointed in the way they handled our investments. When we found Melanie at OFWM she explained things in a way we could understand and if you didn’t understand she would go over it with you until you did. They are very knowledgeable and treat us just like we are a family member and we love them for that. We are very happy with the results of our investments but most of all she helped us put a plan together for our retirement and our future. Thank you to the team at OFWM. Annette Buchanan – Annette Buchanan
REVIEW #4 – Excellent Service & Expertise! I’ve been working with Melanie for my business consulting and tax preparation needs, and I couldn’t be more impressed. She’s professional, knowledgeable, and incredibly responsive. She took the time to understand my business, offered strategic advice that helped me grow. I truly appreciate her attention to detail and ability to explain complex topics in a simple way. Highly recommend to any small business owner looking for reliable and expert support! – Ilona Sereicikaite
REVIEW #5 – Melanie came highly recommended by my dear friend who is very much on top of her finances and investments. Melanie and her staff are so easily accessible and will happily do what it takes to meet on my time frame. Melanie is easy to get to know and uses language that is easy to understand. She really cares about what her client’s needs and future plans are. She’s an excellent teacher, makes you feel at ease immediately and is in no way interested in high pressure tactics. I’m so glad I connected with Old Fort Wealth Management. – Ginger Gitthens
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Edward Jones – Financial Advisor: Chrissy Nguyen, CRPC™|CRPS™
ADDRESS: 6707 Phoenix Ave Suite 5, Fort Smith, AR 72903, United States
NUMBER: +1 479-649-9800
DESCRIPTION FROM BUSINESS:
STORE HOURS
| Mon | 7:30 AM – 3:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 3:00 PM | |
| Wed | 7:30 AM – 3:00 PM | |
| Thu | 7:30 AM – 3:00 PM | |
| Fri | 7:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had no clue what a financial advisor actually does until I met with Chrissy. She explained, in great detail and after asking several questions, how my financial situation was impacting my retirement (or lack thereof even into my early 30’s). We came up with a plan, started a couple accounts and every once in a while she’ll call to give me an updated assessment of where they sit. Then adjust if needed.
Been working with her and her team for over a year now and pleased with their service. I feel like I’m working towards a loooong term financial goal- and it’s great to have her professional help. – Eric Garcia
REVIEW #2 – Chrissy is extremely knowledgeable in her field and comes with amazing customer service skills. Her first priority is to help and educate anyone who needs to learn more about retirement/wealth management. She is efficient and effective in the services she provides, while also being an enjoyable individual to talk to! – William Walton
REVIEW #3 – I can’t say enough about Chrissy! She has met with me on several occasions, trying to help me sort out an existing IRA I had before I met her, as well as helping my husband and I to plan out our financial future. I was worried starting this late in the game that I would be behind, unable to catch up in time. I was so wrong! Chrissy showed me that we will be right on track and action steps to keep it that way or even better! – Bryn Tucker
REVIEW #4 – Chrissy has been nothing but kind, helpful, and knowledgeable!! – Cassiewh Y
REVIEW #5 – Chrissy is the best at walking you through all your options and helping guide you in setting up your financial goals in a way that makes sense – Levi Holmes
McMillan Financial Services, Inc
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ADDRESS: 622 S 21st St, Fort Smith, AR 72901, United States
NUMBER: +1 479-785-5151
DESCRIPTION FROM BUSINESS: Retirement Management, Retirement Planning, Stocks And Bonds, Tax Planning
STORE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I have been going to see Nancy and Brett for over 15 years and could not be happier. They have been there for us to help set up several accounts and guide us through changes in careers and other financial endeavors. We would highly recommend them to anyone without hesitation. Brett has a wealth of knowledge and does a great job thoroughly explaining any and all options available. – Michael Benoit
REVIEW #2 – Brett is awesome at what he does. He’s very caring and knowledgeable and always available to explain things as much in depth as we need them. We’ve had nothing but great experiences over the years! – Stephanie Kightlinger
REVIEW #3 – Best financial service in the River Valley area! Always available to answer questions and has handled all of our financial needs for many years. Professional, friendly and knowledgeable. We could not be happier with them and all they have done for our family. – Kimberly Shaver
REVIEW #4 – Great people you can trust to guide you financially! – Kristi Foldvary
United Financial Advisors
ADDRESS: 1823 Dodson Ave, Fort Smith, AR 72901, United States
NUMBER: +1 479-242-7466
DESCRIPTION FROM BUSINESS: United Financial Advisors is a family-led financial planning firm specializing in retirement strategies, investment management, and tax-efficient wealth solutions for professionals, executives, and retirees. With decades of experience and a client-first approach, our team offers personalized guidance rooted in trust, transparency, and technical excellence. We help clients navigate complex financial decisions with clarity—whether you’re optimizing your 401(k), planning for legacy, or managing business retirement plans…
STORE HOURS
| Mon | 10:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 8:00 PM | |
| Wed | 10:00 AM – 8:00 PM | |
| Thu | 10:00 AM – 8:00 PM | |
| Fri | 10:00 AM – 8:00 PM | |
| Sat | 10:00 AM – 8:00 PM | |
| Sun | 10:00 AM – 8:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have had United Finical Advisors (Brad Lewis) helping us with our finances for around 6 years and they have done a wonderful job helping us prepare for retirement. I would highly recommend him and his staff and I truly trust them with helping with your finances. He and his staff are wonderful people and always pleasant to talk to. – Jenise Moschner
REVIEW #2 – Brad has been a huge help for me. He got me set up with a financial plan right after college and made everything simple to understand. He’s also helped me figure out things out with the miliary side of finances, which can get confusing fast. Super transparent and really wants what’s best for you. – Zac “Ellis” Benham
REVIEW #3 – We love and appreciate the people that work here. They care so much for our wellbeing and have done an amazing job with all our finances. Would recommend United Finacial Advisors to anyone and everyone! – Ron McGehee
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