4 Best Gold IRA Investment Companies Near Me in Fort Wayne, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Troyer Retirement
ADDRESS: 9921 Dupont Cir Dr W STE 100, Fort Wayne, IN 46825, United States
NUMBER: +1 260-247-9099
DESCRIPTION FROM BUSINESS: Troyer Retirement, your trusted financial advisor in Fort Wayne, offers personalized retirement solutions to help you achieve financial security. Our expert team provides tax-efficient strategies, wealth management, IRA and 401(k) rollovers, family legacy planning, social security optimization, and comprehensive retirement planning…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The Troyer Retirement team is great to work with. Houston guided me to some great investment options prior to retirement. This lead to us being able to retire earlier than we planned when circumstances were right. Houston has guided us all along the way and we feel confident in our plan. Houston also helped us with our estate planning. We now have everything in place with no worries. We are extremely grateful for the whole team at Troyer. – Scott Cassel
REVIEW #2 – Troyer has world class staff and made the transition of my 401k so easy. I know with their strategies my husband and I will move into retirement with confidence one day. A special thanks to Amber for always having a smile on your face. – Maria Ambush
REVIEW #3 – Our experience with the entire Troyer team has been phenomenal. Their customer service is fabulous. They are always happy to answer questions or concerns that we have about our investments and plans for the future. We appreciate their knowledge and navigation along our journey thus far. – Rhonda Allen
REVIEW #4 – Mark and his staff are awesome. We have been with other money managers/retirement planners in the past and none have treated us nor provided to us the services this team does. Highly recommended! – Jay Linemeier
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Wealth Advisors Group
ADDRESS: 12726 Coldwater Rd, Fort Wayne, IN 46845, United States
NUMBER: +1 260-619-3100
DESCRIPTION FROM BUSINESS: What We Do. The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you and putting a plan in place to help you pursue your vision…
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 – I can’t say enough about my experience with WAG. Everyone is so friendly and helpful. I worked with Chris, who was amazing, open and honest. I know he worked on all my needs with my best interest in mind, which puts me at ease for my financial goals and retirement journey. – erin hallett
REVIEW #2 – I highly recommend Wealth Advisors Group! They truly have your best interest and walk alongside you and your family during all decisions that you have to make. My husband and I have been working with Austin Thoms, with Wealth Advisors Group, for over a year now and he and the company are wonderful to work with. – Amber Decker
REVIEW #3 – My husband and I can’t say enough about how amazing Wealth Advisors are to work with. They meet your needs and help prepare for kids’ education, retirement, and look out for your family’s best interest. I would highly recommend anyone to seek their help! – Amy DeWitt
REVIEW #4 – I have been a client of Joe Dewald and Wealth Advisors Group for about 17 years. I am extremely satisfied with the returns on my investment over the long term. Joe and the other advisors I have dealt with are always friendly, knowledgeable and accessible. They have always explained what’s going on in my account in language I can understand and have definitely helped me to be better informed and educated about investing. I feel that we have a relationship build on honesty and trust and as a person of faith that means a lot to me. – James Gilb
REVIEW #5 – I recently started working with WAG. Their responsiveness, transparency and most importantly holistic financial planning approach is excellent and just what I was looking for to be reassured as a young professional. I would highly recommend their services! – Jui Patel
REVIEW #6 – I have been a client of Wealth Advisors Group for over three years and find their services to be exceptional. Always available to answer my questions and provide me with guidance on my investments. – Betty Somers
REVIEW #7 – WAG is great! I especially appreciate the retirement planning we have done. The process has given me a greater comfort level of when I can retire financially. I trust them! – TIM THOMS
REVIEW #8 – Friendly staff and trustworthy advice! This office will treat you as family. I highly recommend WAG if you are looking for transparency from your advisor and staff who genuinely care. Mark has over 30 years in the industry and is as knowledgeable as they come. – Nellie Ault
REVIEW #9 – My wife and I were looking for true financial advise, not just a fund allocator. In 2013 we began working with Mark, and more recently with Chris also. I can’t begin to say enough about this group. They have always had the insights and tools to provide an accurate picture of where we stood and a defendable vision of where we were going. They are proactive in contacting us when special opportunities or circumstances arise. They actively implement and manage the plan set forth in our meetings.
While other reviewers have provided assessment of their services, our circumstances would test the character of this team. Our situation was fairly straightforward in 2013, but unexpected very significant health issues arose a few years later, derailing the plan, leading us into uncharted waters. Mark respectfully, skillfully and gently helped us consider / navigate through multiple future scenarios, including dealing with inability to work full time, disability, harsh realities of life-expectancy actuarial probabilities, early retirement from work – a heavy situation and a very heavy lift to expect from a financial advisor, yet they were there for us. Throughout continually changing circumstances, they were there reassessing and revising every step of the way.
There is so much more, but suffice it to say that we are so very pleased with every aspect of this group, have achieved financial peace of mind, and deeply appreciate the skill, care, and kindness of this group. – Mike Davis
Unified Wealth & Retirement Planning
ADDRESS: 1910 St Joe Center Rd STE 45, Fort Wayne, IN 46825, United States
NUMBER: +1 260-338-2379
DESCRIPTION FROM BUSINESS: We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge…
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 have been with Marsha for over 9 years and she has been a wonderful asset to all of our investment planning. During this time she has answered all of our questions and in a timely manner. She has worked very hard for us. Because of her knowledge and someone you can trust we recommend her to all. – kathy hofrichter
REVIEW #2 – My wife and i have been with Marsha for at least 10 years. She is very upfront and thorough. She has very various ways on how to invest our money in ways that we benefit our specific needs. We couldn’t ask for anything more from her because she truly cares. We have never been left with the feeling that we are just another client. The Lord has a plan for all of us and we know that God put Marsha in a life to help us. – Joseph McManus Jr.
REVIEW #3 – Marsha is the best! She listened to my retirement goals and developed a sound plan. She answered all my questions and explained how the plan would work for me. She stays in contact and advises if any adjustments should be made. Marsha makes you feel like you’re her most important client. I would 100% recommend Marsha as your retirement/financial planner! – David LaFalce
REVIEW #4 – My mom and I have been with Marsha for a long time. She goes above and beyond to help her clients. I honestly don’t know what I would have done without her. I believe anyone that she accepts is very lucky. So I myself would recommend Marsha as a credible and hard working for her people. Thanks Marsha I appreciate you 😊 – Tammy Bojrab
REVIEW #5 – We love working with Marsha! She impressed us right off with her knowledge of financial products. She has helped ease us into retirement and gave us such peace of mind and trust in an investment advisor. Wish we had met her years ago. We highly recommend her to all our friends and anyone needing financial advice in plain understandable language. – Holly Durham
REVIEW #6 – Marsha has been my financial advisor for 10 years. It would not have lasted to 10 years had she not shown exemplary ability, skill, and performance. I was impressed with her knowledge from the time of our first (public) encounter, and that hasn’t changed. One of the most admirable things, to me, is that if I have a question, she NEVER will hem and haw, illustrating that she really doesn’t know the answer, nor has she ever said “I’ll get back to you on that”. I’m so very pleased to have her at my service. – Eurekaman Tom
REVIEW #7 – Marsha is very knowledgeable and accessible. She has been helping us for more than 10 years. She is friendly and tries really hard to help you understand what you need and want. She is a pleasure to work with. – Don Marqueling
REVIEW #8 – I’m so thankful to have Marsha as my financial planner. She listened to my retirement goals and laid out a plan for me to follow. It’s clear she has a vast knowledge base and yet able to articulate so I can understand. If you are looking for a true professional that treats you as she would family, look no further! – Lisa Schenkel
REVIEW #9 – I’ve been with Marsha at Unified for a few years now and couldn’t be more pleased. Not only am I earning more on my investments because of her wise and knowledgeable advice but I’ve found someone who has integrity who truly cares about her clients. She’s not just an advisor she’s a friend. – Kathy Dancer
Collier Financial
ADDRESS: 4509 Maplecrest Rd, Fort Wayne, IN 46835, United States
NUMBER: +1 260-493-3930
DESCRIPTION FROM BUSINESS: Since 1990, our family owned and operated firm has helped thousands of client families prepare for and enjoy a confident retirement. Our investment advisors, insurance agents, and network of legal and tax professionals work with each other in a process that allows for a unique fiduciary experience…
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 12:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – A great group to work with. After meeting with them to help our 4000+ members, they put together a class to educate and offer assistance to them. It didn’t matter if they were just starting or had been saving for a while. I appreciate them for taking the time to answer questions. Thank you Collier Financial! – Twila Robinson
REVIEW #2 – Collier Financial is always so helpful! No matter what stage of life you’re in, they share their knowledge and make the investment experience pleasant. – Holli Murphy
REVIEW #3 – Two thumbs up for Tom Stricker with Collier Financial. He took the time to understand and discuss our financial goals. With Tom’s help, we’ve been able to retire comfortably and see our dreams come true. We also enjoy working with the friendly staff. – Beth Garstka
REVIEW #4 – Collier has been wonderful in helping us manage our investments and plan for retirement. They are patient in explaining our options and forecasting the impact so we can be confident we’re on the right track! – Valerie Borchers
REVIEW #5 – I had checked out several other financial services but Collier was the only group who asked me about me. My hopes, retirement wishes and what was going on in my life. So glad I chose them to handle, advise and take care of my & my family’s financial concerns. ❤️ – Cathy Severson
REVIEW #6 – Just want to take the time to thanks Jonah and his team for all they do and did for our family. Absolutely the best to work with and very trustworthy and honest. – Four Corner Puppies
REVIEW #7 – Amazing group of people! Feel very confident in my investments with their expertise. I highly recommend them! – Patti Bodie
REVIEW #8 – I love Dave and Jonah and Ben . ❤️ and the whole team! – Evie Collier
REVIEW #9 – Very professional and extremely knowledgeable. I would not hesitate to recommend them, and have! – Todd Senseny
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