4 Best Gold IRA Investment Companies Near Me in Hickory, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
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OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
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| 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 – I can’t say enough great things about this firm. From day one, the team took the time to really understand my financial goals and created a tailored strategy that gave me both confidence and clarity about the future. They are professional, knowledgeable, and responsive. What really sets them apart is their genuine care for their clients; you never feel like just another account, but rather a true partner in planning your financial journey. Thanks to their guidance, I feel more secure and optimistic than ever about my long-term financial wellbeing. Highly recommend to anyone looking for trusted, top-notch wealth management. – Matthew Michuda
REVIEW #2 – MG Partners Private Wealth truly sets themselves apart. They take the time to understand your unique goals and build strategies that make sense for your life—not just your finances. With decades of experience and a genuine commitment to their clients’ success, they’ve created a firm that feels more like a trusted partner than just an advisor. Professional, approachable, and forward-thinking—I highly recommend them to anyone serious about building and preserving wealth. – Luke Scheibner
REVIEW #3 – Best I’ve dealt with. They really take the time to listen, explain things in simple terms, and create a plan that fits my needs. I worked with others in the past and didn’t feel like they were always fully committed. – Kaley Triplett
REVIEW #4 – These folks are great!
We have had a relationship with these guys for years and they have taken good care of us. They know our values and have worked well with us. – Olivia Griffin
REVIEW #5 – Long time client very happy with their financial advice. Highly recommend. – Shane Cooper
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Dean Financial LLC
ADDRESS: 200 1st Ave NW #407, Hickory, NC 28601, United States
NUMBER: +1 828-855-9833
SERVICES:
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 – The entire staff at this office is the best! Stephanie is very organized and on top of everything. Casey and Corenia always make us feel welcome every time we call or visit. Justin and Matt always answer questions for my family in a compassionate and patient manner. I can tell they are truly interested in helping others. Justin has on multiple occasions took time to research the best approach for us, from helping us with investments to finding trusted people with estate planning. I wholeheartedly recommend this group of people! – Sherri Moore
REVIEW #2 – We have been a client of Dean Financial for only a couple of months, but we have already seen the fruits of our decision. Justin and Matt took an inordinate amount of their time to answer all of our questions about investment strategy and risks, all while learning about us and our needs. Being a fiduciary and Justin and Matt knowing our financial situation has given us confidence that they are also investing and wanting the best for our monetary future. They are professional, up-to-date, and do their best to encourage their clients in this swiftly changing economy. We feel confident that our retirement portfolio will be in great hands until we are ready to retire and well beyond retirement. We strongly recommend the services of Dean Financial LLC as we feel that they do a great job at managing financial matters. – Mark Murphy
REVIEW #3 – After receiving a seminar invitation and attending, I was sold on this business as one that actually takes the time to help and listen. Later I discovered some trusted friends had also chosen Dean Financial and that solidified my confidence. I look forward to a long and successful working relationship and have been impressed with the attention given to clients for appreciation. Dean Financial Services realize there are not cookie cutter scenarios for all clients. They realize and support customer needs and investment goals. – Andree Herman
REVIEW #4 – When we retired to NC 7 years ago, my husband attended a meeting held at the community college by Justin Dean on finances. He was impressed with his knowledge and integrity. In a followup meeting at his office, Justin helped us to re-route our finances into products that were more secure for our retirement. We have been very pleased. The entire staff is professional and understanding. – Sue Alderman
REVIEW #5 – I moved to the area recently and attended a meeting at the local community center. Justin and Matt were very knowledgeable and gave a detailed presentation. I met with them for a consultation and they have been a great team to work with. They created plans to work with my particular needs and thoughtfully addressed my concerns. Matt has gone out of his way to provide information and introduce me to resources in the area.
It’s been a pleasure working with Matt, Justin, and Cassie. The whole team is professional, knowledgeable, and caring. – Ginger
Thayer Financial
ADDRESS: 439 4th St SW, Hickory, NC 28602, United States
NUMBER: +1 828-569-2785
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Planning, Comprehensive Retirement Planning, Integrate Investment Management, Investment Accounts, Pension Plans, Qualified Retirement Plans, Registered Investment Advisors, Required Minimum Distribution Planning, Retirement Income Strategies, Retirement Plan Advisory Services, Retirement Planning For Business, Retirement Program
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 – Deaton, Kelly, and the entire team have proven to be a trusted partner in investment advising. Their approach is not centered on selling products, but rather on ensuring that each client’s financial foundation is both strong and built for long-term growth.
I continue to be impressed by the results they’ve delivered, as well as the discipline and stewardship they demonstrate in managing investments. Their commitment to trust, integrity, and transparency truly defines the culture at Thayer Financial.
At no point have I felt anything other than confident in their guidance. I’m grateful for their professionalism and dedication—thank you to the entire team. – Cory Klassett
REVIEW #2 – This is simple. We have moved a dozen times over the years and have been flooded with people offering to “manage” our money. The greatest challenge in our attempt to find the right match has always been trying to find a true fiduciary with knowledge AND integrity that we could trust to be accessible and always have OUR best interests in mind. We finally found that match with Thayer Financial and I encourage others to consider doing the same even if like us, they are not local. From day one at Thayer Financial, there was no “big box store” approach to our financial/tax/retirement planning and we never received a sales pitch for commission-based insurance products. I wholeheartedly trust Deaton and the entire team at Thayer Financial. They are smart, prompt, professional, and proactive. Their advice and guidance has been beneficial to us (and our portfolio) in every way from day one. Our client relationship with Thayer Financial has brought invaluable peace of mind to us as we consider everyday decisions and look down the road to retirement. I hope my review might help others share in the financial trust and peace of mind that they bring. I only wish that I had found Thayer Financial sooner. – Andy V
REVIEW #3 – I first met Deaton when I attended a workshop that was offered at CVCC on retirement planning. I took advantage of the consultation that was offered and really liked the way that he and Kelly explained things in a way that was easy to understand. He has always answered my questions and helped me think through potential financial decisions. Communication is consistent and I appreciate the effort they have put in to getting to know me and my personal financial needs. I highly recommend Thayer Financial if you want to work with someone who is local and knowledgeable. – Lucy Heffelfinger
REVIEW #4 – When we were looking for a financial advisor, our number one priority was to select a professional who would take the time to really get to know us and our family’s financial goals. From the first meeting with Deaton, Kelly, and Allison, we knew we had to look no further. During our time with Thayer Financial, we have developed a greater understanding of how our investments can work for us. We feel comfortable calling, texting or emailing Deaton, Kelly, or Allison regardless of the question. We feel supported and safe. Communication is excellent, and we have access to our online apps that ensure full transparency. We trust in Deaton Smith, and walking into Thayer Financial has been a game changer for us. – Kim Mattox
REVIEW #5 – Although we’ve just begun our journey with Thayer, our confidence in Kelly and Deaton is tremendous. From the very beginning, our experience through the consideration of their services and then onboarding has been first class and professional. They are always responsive to our questions, and they provided excellent references for us to personally contact. I thought I had done a lot of investment homework, but Kelly and Deaton have already provided insight on income management, insurance and taxes that will have long term benefits. With their analysis and projections, I have been able to move ahead with my retirement decision. – Rob Glynn
Thrivent Financial // Viewmont Group
ADDRESS: 1015 2nd St NE Ste #109, Hickory, NC 28601, United States
NUMBER: +1 828-308-1608
SERVICES: Retirement Income Solutions, Tax-Efficient Distribution Strategies and Wealth-Transfer 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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Been with them for several years. Dru Schneeberger & Co. are always professional and knowledgeable. Their financial strategies work and are tailored for each individual investor which is a must. You can have confidence working with Dru. He will help you with a plan to achieve your financial objectives. – Dan Rundquist
REVIEW #2 – Dru Schneeberger here in Hickory, NC is one of the best financial advisors around. And Thrivent has so many great products and programs. They support non-profits and offer a bi-annual program for every Thrivent client to utilize to directly support causes and programs that are of specific interest to each client. More than “just” an insurance and financial company. – Dan Castilleja
REVIEW #3 – Truly honest and consistently looking for what is best for you and your family instead of pushing a product. – Matt Crouse
REVIEW #4 – Always friendly & helpful. Answers all my questions & even some I don’t think to ask. – kathy skinner
REVIEW #5 – Great people to work with – Joseph Snyder
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