4 Best Gold IRA Investment Companies Near Me in Houston, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Retirement Planners of America
ADDRESS: Two Eldridge, 757 N Eldridge Pkwy Ste 1250, Houston, TX 77079, United States
NUMBER: +1 713-255-1007
SERVICES: Estate Planning, Financial Advisory, Tax Planning, Retirement Strategy, Life Insurance and Supplement Insurance
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 have been with RPOA represented by Pat Mandola for over 2 years and have been extremely happy. Not only have I had wonderful returns, but the service is fast, efficient, and highly professional. Above all, I have had a peace of mind I have never experienced before with my money in retirement. Thanks to Ken and Pat for making me feel secure throughout retirement! – Christy Richards
REVIEW #2 – We became RPOA clients four years ago and our goal was to find someone trustworthy to help us grow and protect our retirement funds with a financial philosophy that matched ours. We have been very pleased having Pat Mandola guide us along. Financial markets can be very volatile but we feel Pat and RPOA follow the financial strategy we need to give us financial peace of mind. – Nancy Auber
REVIEW #3 – We have been with Retirement Planners of America for several years now, and have been extremely pleased with our relationship with them. It is nice to know we have a working strategy for our finance portfolio without having to worry about how to do it all ourselves. They have many advisors, and we have really enjoyed our relationship with Pat Mandola – highly recommend! – Kim Sharp
REVIEW #4 – I have been a very pleased client of RPOA since 2018. I am aligned with their money management philosophy and practice. Indeed, they provide peace of mind. I value and enjoy my regular (6 months rhythm) reviews with my Planner, Pat Mandola. I have gained clarity of understanding of market prognosis and also good advise on other aspects of retirement planning such as Medicare options and estate strategy. I highly recommend ROPA. Pat, and I trust other planners on staff, will serve you well. – Larry Bravenec
REVIEW #5 – I have been with RPOA for over seven years since I retired, and they have guided me through the the ups and downs of the market to help keep my retirement stay on track. Ken Moraif’s weekly news letter has been very insightful on what is going on with the economy and potential issues that may impact my retirement investments. RPOA treats you like family and I am very thankful for their help and guidance with all my retirement and financial planning needs. – Emede Garcia
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Retirement Planners of Texas
ADDRESS: 12600 N Featherwood Dr Ste 120, Houston, TX 77034, United States
NUMBER: +1 832-915-2700
SERVICES: Investment Management, Legacy Planning, Retirement Planning, Risk Management, Tax Plan, Wealth Management, Company Retirement Plan, Income Planning, Investment Strategies, Tax Diversification, Wealth Management Services, Asset Management, Estate Planning, Family Legacy Plan, Fixed Index Annuities, Investment Advisory Services, Long Term Care, Retirement Income Strategies, Retirement Planning 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 – Staff is extremely helpful, polite, courteous and a joy to be around. Jesse is extremely knowledgeable and treats everyone with respect. They will work with you on your needs and explain in detail what they offer. They hold events for people that are interested in learning how they can grow their portfolios. They have various client appreciation events every year. – Cris A
REVIEW #2 – After attending a Dinner – seminar with Jesse Diezt I was interested about his retirement strategy. His knowledge, professionalism and clear approach easy to understand was the main reason I decided to use his services. His entire team is very professional and they will look out for your best interest without feeling any pressure. I highly recommend Jesse Diezt as a retirement agent. – Liana Martir
REVIEW #3 – Jesse was absolutely amazing! The presentation was so thorough and clear that I understood everything from start to finish and didn’t even have any questions by the end. I’m definitely interested in signing up for a few more workshops, even though I still have some time before I start seriously thinking about retirement.
The restaurant location and the food option was perfect—I had never been to Killen Steakhouse before and always wanted to go! It was such a great experience hearing an outstanding presentation, enjoying delicious food, and meeting a wonderful couple. I truly look forward to doing future business with Jesse! – Deandrea Bolton
REVIEW #4 – I am very excited about my retirement planning with Retirement Planners of Texas. The first time I had a one on one consultation with Jesse Dietz he explained the planning I currently had in place and stated “you’ve done good in your planning”. He did not try to sell me a product. I decided to attend another one of his seminars. I wanted to learn more from him. I scheduled another appointment, he had a product I was interested in and now I’m a happy client. His team is very friendly, welcoming and knowledgeable. I’m grateful to have found this company.
My Retirement is looking good!! – LaTonia Joubert
REVIEW #5 – We attended a free dinner presentation and was very impressed with the professionalism and the presentation by Jesse Dietz. We were especially impressed when a client of theirs was sitting at our table and gave his personal endorsement of Retirement Planners Texas’ services. We had our one on one meeting with Jesse plus attended other dinner presentations that Jesse offered to the clients. We have used other investment advisors in the past, but this is the first time we were treated like “family”. We are now part of the Retirement Planners Texas “family” and glad to know they have our best interest in mind to ensure we have a solid retirement. If you are looking for a financial advisor that treats you like his own family, we highly recommend you attend one of their free dinner, a no pressure sell presentation. It provides potential clients with knowledge in many fields of retirement planning. We know you will not be disappointed. – J & S Smith
Petrus Retirement Planning
ADDRESS: 440 Louisiana St Ste 900, Houston, TX 77002, United States
NUMBER: +1 832-730-3000
SERVICES: Income Planning, Investment Advice, Life Insurance, Planning And Capital, Retirement Accounts, Retirement Planning, Retirement Strategies and Tax Plan
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 – I have never felt comfortable with my Vanguard account because of the lack of stability and the fees I have been paying. I’ve gotten so many invitations to these financial dinners, but I never went. But now, with the way everything’s going in our country, I was ready to make a change, and I really wanted my money safe! Sure enough, Jonathan’s invitation came, and my wife and I attended. Jonathan was very good and trustworthy! I even ran into one of my oldest friends there!! What Jonathan showed us was exactly what I had been looking for! I’m really happy with the A+ ratings, the longevity of the companies, and the size of the companies. I will recommend Jonathan to my friends and family. My wife and I feel very safe with Jonathan. – Gary Baldridge
REVIEW #2 – Our friends invited us to a retirement dinner given by Jonathan Davidson, and we thought we would just enjoy an evening out. The dinner was fantastic, and the seminar surprised us because it wasn’t at all what we were thinking it would be. We didn’t want a timeshare presentation! Jonathan’s presentation was anything but that! It was factual, informative, and perfect timing since had just moved and wanted a local advisor! He was very good at keeping it simple for us! It turned out that our friends already had a form of what he was suggesting, but we both learned that there are better choices available now for us to pursue. So we both set a meeting that very night, and I told my friends to call me after their appointment to let us know if Jonathan is the real deal… like if he did what he said he could do in the presentation. They called and said DO IT! In our mature years, we love that the large portion of our money is safe and protected, that it can grow, and never loses money. And it brings us joy to know that we don’t have to worry about it! We also like that our money is safe for our children also and will stay in the family! I highly recommend that if you have the opportunity to attend one of Jonathan’s seminars, run to it.. don’t walk. We were blessed to meet with Jonathan, and we have so much peace of mind now. Highly recommend. – Relief Society
REVIEW #3 – My wife and I recently received a flyer from Jonathan inviting us to a retirement investment seminar. After debating on whether or not to attend we decided to go. We are extremely glad we did! The seminar was very informative and we had an enjoyable evening. After the seminar we scheduled to meet with Jonathan. In all of our dealings with him we found Jonathan to be very professional and extremely knowledgeable. We are very glad we just didn’t throw away his flyer and attended his seminar, it was exactly what we were looking for. – jay brouker
REVIEW #4 – My husband and I attended a presentation given by Johnathan. It’s funny because we had just been to two prior presentations to his. We were still debating on what we should do about our retirement planning, and after attending the presentation we both knew at the end of Johnathan’s meeting without a shadow of a doubt we were ready to join. Johnathan has been very professional, knowledgeable, and had our best interest at heart. He walked us through the process with ease and we are tremendously satisfied with our decision in letting Petrus Retirement Planning assist us with our future. Thank you Johnathan. – Danielle Bradley
REVIEW #5 – My husband and I joined family members for a dinner and seminar with financial planner Jonathan Davidson. It was a great evening as Jonathan really opened our eyes to possibilities in securing our future and retirement. This young man is real, knowledgeable, compassionate, and offers a great product. We were lucky to get on his schedule to discuss the right product for us. We are very grateful and now look forward to our future and retirement without that heavy load of worry on our shoulders. I must say “Best move we’ve made in a long time”. If you can get to one of his seminars, do it! You won’t be sorry. – Jackie Turman
Oak Harvest Financial Group
ADDRESS: 920 Memorial City Way Ste 150, Houston, TX 77024, United States
NUMBER: +1 281-949-7404
SERVICES: Retirement savings consulting, Wealth management, Advanced Tax Planning, Customized Retirement Plan, Financial Planning And Consulting, Financial Strategy, Group Retirement, Insurance Services, Investing For Growth, Investment Accounts, Investment Advisor, Investment Advisory Services, Investment And Risk Management, Investment Planning, Investment Plans, Investment Portfolio, Investment Strategies, Retirement Education, Retirement Income Plan, Retirement Income Strategies, Retirement Income Strategy, Retirement Planners, Retirement Tax 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 – I’m very happy with Oak Harvest. I don’t feel that I need to be constantly worried about my finances, since that is my nature. Ed is great at making me feel comfortable talking about my finances and lifestyle. He is very knowledgeable about taxes, Social Security, and wants versus needs. I recommend Oak Harvest every time the subject of financial planning comes up with friends or family.
Everybody I’ve worked with at all levels has been great, from scheduling to the nitty gritty of money. Great job! – Richard Mura
REVIEW #2 – We have only been with Oak Harvest Financial Group for a short while and have been pleased with the Retirement 360 program. We had always managed our savings on our own but knew we needed help as retirement was approaching. We visited with a few local and national firms, but it always felt like something was missing. I had heard about Oak Harvest from The Retirement Income Show on the radio, so I visited the website and read about the Retirement 360 program and realized what was missing with the other financial firms. It was all in the Retirement 360 program, so I made the phone call and scheduled an appointment. I am confident we made the right decision to let Oak Harvest guide us through retirement. We met with Jessica, Nicole, and Eric at Oak Harvest, and they were patient with us and explained everything in terms we could understand. The entire team has been professional and treated us like family. We recommend the team at Oak Harvest Financial Group. – Kirk Mahaney
REVIEW #3 – Just started using Oak Harvest 6 months ago for managing our retirement assets. My wife was very apprehensive with regards to changing our financial advisor. We scheduled an initial appointment with Oak Harvest where we met Troy Sharpe. During this meeting Troy was super attentive to our needs, asked many questions and in the end opened our eyes to the financial possibilities that we were not aware before. For our second meeting, he prepared a financial plan, went over all details and showed us how we could retire comfortably earlier than we have originally thought. The decision to start using Oak Harvest was a no brainer and the switch over process was as smooth as it can be. Now we are at ease with our future. Thanks a lot to Troy and his team of dedicated professionals for taking great care of us and our finances. If you have any questions, just go and talk to Troy and see what he can do for you. – Edward Alper
REVIEW #4 – We’ve worked with Oak Harvest for over three years now and are extremely satisfied with their performance. Troy Sharpe is very knowledgeable about what is important to retirees and offers a very comprehensive approach to retirement planning using any and all financial instruments to construct a financial portfolio tailored to what’s important to each client. Chris Perras has an exceptional understanding of the financial markets and regularly shares his insights with clients. We’ve been very pleased with our investment performance since joining Oak Harvest. All of the staff we have interacted with are knowledgeable, responsive and genuinely want to provide exceptional service. It’s a pleasure to do business with Oak Harvest. – Ken Radigan
REVIEW #5 – I have been working with Oak Harvest for over 4 years since retiring. I evaluated about a half a dozen financial firms and selected them based on their exceptional fiduciary advisory services and responsiveness to me. I continue to highly recommend Oak Harvest and refer perspective clients.
Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. I always get a live person quickly when I call, no automated telephone system first.
Overall Oak Harvest provides a much higher service level and broader client support on all aspects of retirement based on my experience versus the large brokerage firms management services. They have excellent, easy to use online tools for financial, risk, budget and tax planning with great tech support. Their weekly market and retirement sessions by Troy and Chris are very helpful.
Once Oak Harvest sets up the investments after retirement, essentially its “set it and forget it” for me in terms of my effort now. This also provides me peace of mind from a financial investment decision perspective since they track the market and rebalance my portfolio accordingly versus me to optimize return on investment.
Oak Harvest does perform annual reviews with me for taxes, investment performance and my personal plan changes which I find very helpful.
Thank you Oak Harvest for a job well done. – JM G
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