4 Best Gold IRA Investment Companies Near Me in Greenville, SC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Common Sense Retirement Planning
ADDRESS: 158 Milestone Way, Greenville, SC 29615, United States
NUMBER: +1 864-235-2790
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Investments, Financial Planning, Ideal Retirement, Independent Financial Services, Investment Advice, Investment Advisor, Retirement Planner, Retirement Planning Services, Tax Efficient Strategies
OFFICE HOURS
| Mon | 8:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:30 PM | |
| Wed | 8:00 AM – 5:30 PM | |
| Thu | 8:00 AM – 5:30 PM | |
| Fri | 8:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We heard about Common Sense Retirement Planning from friends about 5 years before our planned retirement dates and our only regret is not working with them sooner! Mark Bonikowsky and his team have assisted us on so many topics, and have made this phase of our lives comfortable and worry-free. Mark offers great advise anytime we need it, and he offers regular updates so that we always know where we stand. It’s important to entrust your retirement savings with smart, professional financial advisors, but most importantly, you need to know they care about your well-being and have integrity and good moral character. We recommend CSRP to anyone looking forward to an incredible retirement. – Joy Simonis
REVIEW #2 – Working with Mark Bonukowsky at Common Sense Retirement Planning has been an absolute game-changer for my family’s future. They are incredibly knowledgeable, patient, and always take the time to explain complex financial concepts in a way that is easy to understand. I highly recommend them to anyone looking for a trustworthy partner to help navigate their financial journey! – Lisa Pittman
REVIEW #3 – I have been dealing with CSRP for more than 15 years and trusted them with my IRA from my retirement. I have been pleased enough with them to acquire another annuity at the beginning of this year. Mark is a great asset and has always been very accommodating to every need arousing from my financial situations. – Debra Hansborough
REVIEW #4 – I can’t say enough good words about the CSRP team. The most impressive point is their Christian faith and foundation, which shows in how they respect clients. Mark B. has always done an outstanding job taking care of my financial portfolio. He truly cares about his clients and their long term financial goals. Highly recommend Common Sense Retirement Planning. – Lisa H
REVIEW #5 – Mark B. is my go-to Financial Planner at CSRP. He has helped me through a myriad of financial decisions, and has always explained the options both honestly and clearly. I have trusted Mark with my retirement, and so far he has helped me build a secure income for the rest of my years. Mark is a very personable and likeable individual, and has treated me and my Wife with absolute professionalism. – robert papstein
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NorthStar Financial & Retirement Planning, LLC
ADDRESS: 113 Whitsett St, Greenville, SC 29601, United States
NUMBER: +1 864-297-0762
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Asset Preservation, Financial & Retirement Planning, Fixed Annuities, Income Strategies, Investing Guidance, Investment Accounts, Investment Allocations, Investment Management, Investment Options, Investment Portfolio Management, Investment Strategies, Pension Plans, Retirement Accounts, 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 – George and the staff at Northstar are top notch. I have been with them for 7 years and am very pleased with the work they have done with my retirement plan and savings. I am now in a great place to begin my retirement. They are honest hard working and always answer any calls promptly. Thanks again to Northstar – John Songer
REVIEW #2 – Everyone we have worked with is very nice and takes the time to listen to our questions and our goals for retirement. We feel confident we have made the right choice – they are (of course) very knowledgeable and take the time to explain things when I have questions. – Kay Hart
REVIEW #3 – I cannot express enough how satisfied I am with the financial planning services provided by George and his advisors. From the very beginning, he has been incredibly helpful and patient in helping me understand the complexities of my financial decisions. He listened & offered some solid advice. – Karen Johnson
REVIEW #4 – George Fossing and his team of advisors at NorthStar are an amazing financial planning group to work with. They have helped my husband and I plan for our financial needs as we transition into retirement. We feel our funds are secure and NorthStar have provided a positive outlook for us in how they are managing our accounts. Always available to meet with us personally and answer any questions we may have, the NorthStar group are exceptionally professional but also provide a warm and welcoming environment. – michele slade
REVIEW #5 – We have been clients of NorthStar Financial & Retirement Planning for over 10 years. During that time George Fossing has shown himself to be an excellent financial advisor who gets to know his clients and understand their needs. In addition, key members of his staff have been responsive to any inquiries and diligent in their follow-up. – Frank DiPalma
BIG Money Retirement
ADDRESS: 632 S Main St, Greenville, SC 29601, United States
NUMBER: +1 864-920-3155
SERVICES: Advisory Services and Social Security
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 – Amazing company… so happy with where we are at this time. It took years for us to choose a company, and once we learned about Big Money in Charleston, and went to our first meeting, we knew they were our fit! Our advisor, Kyle was very professional from the get-go and also very personal. Mia is amazing and friendly, as well as organized and friendly. – Abigail Daniels
REVIEW #2 – I cannot say enough great things about Big Money Retirement Solutions. Everyone there is friendly, knowledgeable, and truly cares about their clients. From the start, they went above and beyond, helping grow my portfolio quickly while walking me through everything step by step with honesty and professionalism. They also provided valuable tax guidance and made sure I was heading in the right direction with my deductions. They are always available when needed and genuinely look out for their clients. I’m grateful to be working with them and look forward to many successful years ahead. – Jodi LaValla
REVIEW #3 – Well I don’t do many reviews but I just had my quarterly review and boy it didn’t disappoint… talking with Johnathan is always a joy… it’s always easy to get off subject and get away from business at hand then back to the subject matter… I’ve been to a bunch of dinners with different planning firms and had follow up discussions with most…but we put down our landing gear and tied up at Big Money….we feel they have our back and have charted our course for now and the foreseeable future… till next time thanks Johnathan and your team – jeff
REVIEW #4 – We moved to Big Money after being with a couple of other advisors for a few years. The reason we moved was because when Big Money did our initial review they helped us to see hidden charges that we brought back the advisors who explained it away.
Big Money has training and seminars that cover many things that interest us.
Everything they have done to help us has impressed me and I highly recommend that you do your research to make sure they are the right fit for you. I can say I did my research and we are very happy with Big Money. – James McMaken
REVIEW #5 – I had the pleasure of meeting Johnathan a couple of years ago. I was pleased with the education I received on investments and wanted to learn more as I move into retirement years. I was hesitant to move my investments given they had been with someone I really loved for years, however decided to take the leap of faith! I am very happy I did as Big Money has given me guidance to make the best choices in investments as well as a great plan for retirement and tax planning. Johnathan, Alan & Chris have been great and I am very happy with my decision. I would encourage you to take the same “Leap of Faith”! – Debbie Taylor
ClearPath Retirement Planning LLC
ADDRESS: 300 Executive Center Dr Ste 104, Greenville, SC 29615, United States
NUMBER: +1 864-775-5033
SERVICES: Retirement income planning in Greenville, SC, Retirement tax planning, Legacy and Estate Planning, Healthcare Planning, Retirement Investment Planning, Retirement Planning and Estate Planning Trusts
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 husband and I began working with ClearPath a year ago. There’s nothing we don’t enjoy about working with this team. Our accounts are well-positioned and flourishing, the team is personable, knowledgeable, and they cover every base, from long-term care to wills, trusts, estates, and soon accounting and taxes. If you’re concerned about your retirement savings and investments, give Stewart and Mitch a call today. Also, follow their YouTube channel for tips and trends. Stay tuned for more publications that reflect their wisdom and expertise in finance. – Sonia Leverette
REVIEW #2 – ClearPath is sensational. Stewart and Mitch have done great presentations for my wife and I but the entire staff there is polite and informed. It is a wonderful place to place to visit while doing essential business for the future of my wife and I, our kids and grandkids. I would highly recommend them, they take care of us like we are their only clients. While there are many it’s nice to know I have this team on our side. – Donn Burrows
REVIEW #3 – Clear Path Retirement Planning is a great company to make your plans and advise on your retirement plus, other can help you with getting ready for retirement. They have helped me and advise me with what to do. They are not just a retirement planning company, they are your friends to you and a company you can trust. I would highly recommend this company – Kathy Young
REVIEW #4 – My experience with Steward and Mitch at ClearPath has been excellent. I had previously worked with two other agencies like ClearPath. The other agencies sold me products but didn’t have any follow-up.
Stewart and Mitch reviewed all of my assets, recommended replacements, and showed me what my financial future would look like with a plan they proposed.
They had me sell 3 of my products and convert them to two other products for a better rate, a bonus, and create a very good income strategy for retirement.
I have compared my situation with a couple friends that used other firms and I am certain ClearPath put me on the right path! – David Sheppard
REVIEW #5 – We appreciate the local face-to-face, personal relationship that we have with Stewart and the wonderful group at ClearPath. They are like family to us and we enjoy their personal touch.
We are extremely happy as they continue to help us achieve our financial goals in retirement. They truly care about our financial future. AND we could have never made it through all the Medicare mumbo jumbo without them!
Thank you Stewart, and your team at ClearPath Retirement Planning for all you have done for us.
If you need help with your retirement and financial planning, we highly recommend this group at ClearPath! – Bob and Mary
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