4 Best Gold IRA Investment Companies Near Me in Indianapolis, IN – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Creative Financial Group
ADDRESS: 6838 S East St, Indianapolis, IN 46227, United States
NUMBER: +1 317-788-1562
DESCRIPTION FROM BUSINESS: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and tax planning to custom suit their needs and objectives…
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 – Brian Quick of Creative Financial Solutions is “THE BEST”! I first got acquainted with Brian through a free seminar. He helped me do ROTH conversions in helping me to lock down the taxes now rather than have to pay them later when the money is withdrawn. Brian helped me set my retirement plan in place. He is easy to talk to and provides excellent information in a way that is easy to understand. I talked with several fiduciaries before deciding to go with him. Do yourself a huge favor and give him a call. – Ken Swank
REVIEW #2 – My wife and I were extremely lucky to find Creative Financial. Every member of their team makes you feel like family. They offer a smaller family style service compared to other financial advisors I have worked with and we are very lucky to have them. – Team KingBurrous
REVIEW #3 – We met Brian at a free seminar about financial planning as I had been trying to figure out how to prepare for retirement. CFG has been a God-send, sharing the details for investment/financial planning this phase of life. I am so grateful for their attentiveness and care shown by everyone, even in appointment set-ups and checking for questions I may have prior to meetings and after! I highly recommend Brian & his team. Thanks so much for your patience & help. – Joyce Matthews
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Strategic Wealth Designers
ADDRESS: 9025 River Rd Ste 120, Indianapolis, IN 46240, United States
NUMBER: +1 317-644-0876
DESCRIPTION FROM BUSINESS: Strategic Wealth Designers is an independent financial planning firm serving Indianapolis, IN. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs.
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 – Jordan Schwartz, with Strategic Wealth Designers (SWD) has been a financial advisor to me for over 2-1/2 years. I am very happy with the service that SWD has provided. Jordan has been great! He has been very professional and responsive. He has always been available to discuss my portfolio and answer questions that I may have. I like the fact that SWD does not use a “cookie cutter” strategy when managing my portfolio, but tailors it to my specific needs, risk tolerance and time frame. I also have been happy with the rate of return of my portfolio with SWD. – Ken Brasseur
REVIEW #2 – We first heard about Strategic Wealth Designers via a flyer in the mail, inviting us to a free dinner and one-hour presentation explaining the services and history of their company, as well as their investing strategies. We really weren’t looking to make any moves or decisions right away, but thought it might be interesting and useful to see what we could learn. After sitting through their presentation, we scheduled a sit-down with Mike Reeves to share and discuss our current financial situation, as well as our goals were for retirement. Mike listened intently, took several notes, and invited us to come back in a couple of weeks to discuss how he could help us. Within a few weeks, we made the decision to join Strategic Wealth Designers and allow them to help us protect our money and invest for our financial future. It’s been nearly a year now, and we’re very happy with the service, professionalism, and availability of Mike/Strategic Wealth Designers any time we have a question, concern, or just want to chat for a couple of minutes to put our minds at ease. We would recommend them to anyone who needs help managing their investments and planning for their financial future. – Carolyn Goins
REVIEW #3 – My wife and I have been with Strategic Wealth Designers for about a year. We really appreciated their openness and willingness to spend the time necessary to explain their philosophy and methodology, as well as listening and understanding our specific needs and desires for our financial future. Mike Reeves has been wonderful to work with, and has always been readily available to discuss the financial climate, our investments, or just to answer a question. We look forward to continuing our relationship with Strategic Wealth Designers for our investing and financial planning needs. – Ron Goins
REVIEW #4 – My husband and I moved a 401k balance from a former employer to an annuity setup by Strategic Wealth Designers. Mike Reeves was so helpful. We do not have a huge knowledge of the stock market but needed to protect our savings for our retirement which is close. Not only did they explain the annuity but helped us invest in funds with our current 401k plan. It was probably the first time we had confidence in our investments being secure. – Barbara Doty
REVIEW #5 – Jordan and Mike at Strategic Wealth Design are awesome fiduciaries! They were able to help plan and support my wife and my retirement goals! We had lots of different small accounts which Jordan and Mike were able to consolidate and help us plan for our financial risk-free, assert maximizing retirement! We are so thankful for their help! – Mary Koscielniak
REVIEW #6 – I have been with them one year now. I feel Jordan listened to me and came up with a plan that works with what I want my retirement to look like. I also really appreciated receiving a phone call when things were going so wonky this spring to discuss what steps I might want to make to keep my account working toward my future plans. The online talks they offer are informative about what they are looking at when they make their recommendations as well as what I should understand and plan for. This allows me to research what I want to know more about in my own time. I highly recommend them. – Teresa L
REVIEW #7 – We are very satisfied as clients of Strategic Wealth Designers. They are friendly and easy to work with, attentive to our needs as individual investors and have provided helpful and useful guidance in generating retirement income. – Steve Nieuwendaal
REVIEW #8 – Working with Thomas, Stephanie and the gang at Strategic Wealth has been an awesome experience. They are very professional and knowledgeable and explained all options so I could determine a strategic financial plan that hopefully will provide me with earnings and protection in this uncertain environment. – Jill Blakeley
REVIEW #9 – My parents live Denver and I was advised by a friend to search for a fiduciary advisor for them and their retirement. I came across Strategic Wealth Designers and spoke with Steph. She was very personable and my parents are excited to reach out to them. – Flower
Bedel Financial Consulting
ADDRESS: 8940 River Crossing Blvd Suite 120, Indianapolis, IN 46240, United States
NUMBER: +1 317-843-1358
DESCRIPTION FROM BUSINESS: Comprehensive wealth management. Committed to your success. Your financial success comes first. From the time Bedel Financial was founded in 1989, we knew the key to success was to put your interests first…
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’ve had the pleasure of working with Evan for over ten years, and during that time, I’ve experienced many life changes that have shaped my financial goals and plans. Evan—and more recently, Kate, who joined us five years ago—have been there every step of the way. Together, they’ve helped my wife and me create a comprehensive financial plan and investment strategy that has supported major milestones like buying a home, starting a family, saving for college, and preparing for retirement. Their expertise, patience, and personalized approach have given us true peace of mind about our financial future. The Bedel Financial team exemplifies professionalism, knowledge, and a true commitment to their clients’ success. The bottom line…we trust Bedel Financial and wholeheartedly recommend them. – Neil Stamm
REVIEW #2 – Working with Bedel has been a professional, enjoyable experience from the first day. Kate and Austin provided my wife and I with a plethora of knowledge, strategies, and key considerations to set our family up for success as we look forward to the future. Kate and Austin’s expertise was both genuine and personalized in nature – they’ve created a trustful relationship that we look forward to continuing and would recommend others to consider the same! – Aaron Gonzales
REVIEW #3 – I absolutely love working with Kate and Austin. They are incredibly helpful, always quick to reply, and truly make me feel supported. What I appreciate most is how much they care about teaching me — they consistently take the time to explain industry trends and help me understand exactly what’s happening with my money. I feel confident and informed knowing they’re in my corner. Highly recommend! – Bailey Dowd
REVIEW #4 – Kate, Anthony, Elaine and the entire team at Bedel Financial consulting have been so welcoming, knowledgeable and fantastic to work with! From our regular communications and on-demand support they provide, to the helpful quarterly reports and bi-annual meetings, my husband and I feel supported, guided and financially secure. Moreover, witnessing how engaged Kate and the Bedel team are throughout our community investing in events, speaking at forums and even hosting their own gatherings with their clients, we are most grateful to be a part of such an intentional network of advisors! – Lauren James
REVIEW #5 – I am a current graduate student and met with Kate Sullivan to discuss my financial status with student loans and planning for my career. She was extremely helpful in explaining the intricacies of loan repayment and different strategies to consider when readying myself for a successful financial future. I am very grateful for her help and look forward to working with her throughout my career! – Lindsey Douglas
REVIEW #6 – As longtime clients, we’ve been very pleased with the personalized and knowledgeable financial management services Bedel Financial has provided. From investment advice to retirement planning to estate consulting, their team offered expert advice that gave us confidence in making financial decisions. – Lisa
REVIEW #7 – Kate and Austin have been incredible to work with for both our investment and retirement planning. Their knowledge, patience, and personalized guidance have given us real peace of mind about our financial future. The entire Bedel Financial team is professional, responsive, and truly committed to their clients’ success. We couldn’t be happier with the service and support. We highly recommend them! –Giota Seaver
REVIEW #8 – After my wife and I both took on jobs with complex compensation, including RSUs and employee stock purchase programs, we sought out professional advice on how to invest our money and file our taxes. Working with Bedel has been exactly what we were looking for and has given us complete peace of mind.
Working with Kate and Jonathan has been a pleasure. They are extremely professional and patient while dealing with our various questions and always make us feel supported. They explain everything going on with our assets in simple terms, make sure we are checking all of our boxes not just with money but also with life planning, and are always quick to reply when we need them.
Bedel has given us a friendly, professional, stress-free environment in which we always come away confident that we are making the best decisions for our family’s future. Strongly recommended for anyone dealing with anxiety or uncertainty around how to handle their finances and plan for the future. – Brian Tabbert
REVIEW #9 – Bedel Financial Consulting has been an incredible partner in my financial journey. From the very beginning, I felt genuinely respected, heard, and supported. They take the time to truly understand your personal financial situation and create a plan that feels thoughtful, intentional, and tailored specifically to you.
I’ve had the privilege of working with Kate Sullivan, and can say she has been there for me every step of the way. Her patience, expertise, and steady guidance have given me an incredible sense of confidence and peace of mind when thinking about my financial goals and my future.
The entire Bedel team cares deeply about their clients and that commitment shows in everything they do. I’m grateful for their support and will continue to trust them with my financial needs for years to come. – Kyle DiGioia
Blue Trust | Indianapolis Financial Advisors
ADDRESS: 9229 Delegates Row #200, Indianapolis, IN 46240, United States
NUMBER: +1 317-582-0700
DESCRIPTION FROM BUSINESS: Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy…
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 – Ronald Blue Trust has been assisting me with my investments and finances for over 30 years. In particular Jeff Huitsing has been my personal advisor over most of this time. It has been a most lucrative and personable relationship. More than just good investment advice we have become good friends and it has been a pleasure to work with Jeff. Ronald Blue has provided me with much more benefit than I could ever have expected. Much thanks and appreciation! Rodney Edwards MD. – Rod Edwards
REVIEW #2 – Our experience with Blue Trust has been excellent! Our advisor Jeff Huitsing has done excellent at getting to know us and understand us. He’s always willing to talk things through with us and has been a great communicator and a great asset. We are very pleased to know Jeff personally and professionally and appreciate how he handles us and our finances. Josh and Megan have also been excellent to work with! – Jeanna DeSutter
REVIEW #3 – My wife and I have been working with Blue and company for over 40 years out of the Indianapolis office. Our advisor was Mark Novotny but is now Scott Pothoven. Over the years our experience has been excellent. Applying biblical principles to our finances has been wonderful. The organization is wonderful and the advisors have been outstanding. Can’t say enough good about our whole experience!! Praise God!! – Todd Erb
REVIEW #4 – I have worked with Ron Blue Trust for over twenty years. My advisor, Aaron Klopfenstein, deserves a 10 star rating. After the passing of my husband, Aaron, mapped out a plan enabling me to reach my financial goals and have peace of mind. His character, professional demeanor, and Godly wisdom have been invaluable to me. Aaron and his team serve with excellence and are always prompt and responsive. Without any reservation, I recommend Ron Blue Trust. – Carole Diersing
REVIEW #5 – We could not be more pleased with our financial advising team at Blue Trust in Indianapolis. For almost 2 decades they have guided us in our financial decisions and investments, aided us in estate planning, helped us understand our financial finish line and inspired more generosity and faithful stewardship of what God has entrusted to us. Layne and his team are available, promptly responsive, and we could not recommend them more highly. – Susan Crenshaw
REVIEW #6 – I’ve worked with many Ronald Blue Trust advisors in the Indianapolis office over several years in a professional capacity and cannot say enough good things about the office and everyone I’ve come into contact with! All the advisors are so knowledgeable, kind, thoughtful, and patient. They explain things, take the time to listen, and have huge hearts to serve God and help their clients steward their resources to serve God and love their families well! I can’t recommend this office enough! – Erin Johnson
REVIEW #7 – The Ronald Blue Trust team is really an extension of our family. The care, process, and engagement level has been remarkable giving us so much help in our financial stewardship and a sound biblical perspective on giving and financial vitality. It’s changed our lives! We could not be happier with the relationship. – Nicholas Gutwein
REVIEW #8 – I have been a client of RBT for 40 years and am very pleased to have them as my financial advisers over the years. My late husband and I first met Ron Blue as we were needing help on investments and planning for the future. A few years later my husband changed careers, and we were able to make the transition to a lower salary, yet continue to save for our 3 children’s college education through their advice and leading. When my husband died suddenly at 54 years old, our wills were already in place for maximum benefits, thanks to their advice and references. They have been a blessing to me as I have navigated the future without him by their encouragement and relational counsel and presence. I highly recommend RBT for sound, long term and short term financial advice. – Mary Lou Beeson
REVIEW #9 – Working with our Blue advisor and team has been tremendously helpful over the years. Their approach has helped us think through challenging issues, both financial and non-financial in nature. We are very grateful for their partnership, support, and wise guidance. – Ross Templeton
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