4 Best Gold IRA Investment Companies Near Me in Joplin, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account

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Financial Integrators (formerly Clevenger Financial)

ADDRESS: 216 S Main St, Joplin, MO 64801, United States

NUMBER: +1 417-782-7888

SERVICES: Estate planning, Financial planning, General investment consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Planning, Insurance Protection, Investment Advice, Investment Management, Investment Research, Portfolio Management, Qualified Retirement Plan

OFFICE HOURS

Mon8:00 AM – 5:00 PM 
Tue8:00 AM – 5:00 PM 
Wed8:00 AM – 5:00 PM 
Thu8:00 AM – 5:00 PM 
Fri8:00 AM – 12:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Tyler Burgess is a phenomenal financial advisor. He is not a pushy salesman trying to sell you product. He truly is a financial advisor that cares about your financial goals. I trust him with my retirement account because he is knowledgeable and explains things in a way that makes sense and offers multiple options. He is great about matching your motivation on how aggressive you want to invest. I’ve known him for many years and is a true man of character and highly trustworthy. Thank you Tyler. – Adam Escoto

REVIEW #2 – Luke Taggart with Financial Integrators is great to work with. He’s knowledgeable, professional, and takes the time to understand your financial goals. Luke is easy to communicate with and provides thoughtful, clear guidance. It’s great to have someone like him serving our community—highly recommend! – Lauren Hall

REVIEW #3 – Clevenger Financial will shoot straight with you. Lane Clevenger is a real person of integrity, and he and his team take the time to walk through things with you. I appreciate that their approach to handling other people’s investments is connected to performance. Some financial planners are making the same compensation whether they’re helping or ruining your investments, whether or not they’re paying attention to if their approach is generating anything for clients. I like that Clevenger Financial has attached their own profitability to how they are generating income for clients, so they’ve got their own ‘skin in the game.’ Thanks! – Stacey Gibson

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Cornerstone Wealth Management: Chris Anderson & Rachel Hobbs

ADDRESS: 1801 W 32nd St #C-201, Joplin, MO 64804, United States

NUMBER: +1 417-553-4558

SERVICES: Debt management counselling, Estate planning, General investment consulting, Insurance annuity investment advisement, Wealth management, 401(k), 529 College Account, Advisory Services, Financial Advisor, Financial Planning, IRA, Life Insurance, ROTH IRA, Rollover

OFFICE HOURS

Mon8:30 AM – 5:00 PM 
Tue8:30 AM – 5:00 PM 
Wed8:30 AM – 5:00 PM 
Thu8:30 AM – 5:00 PM 
Fri8:30 AM – 3:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Chris and Rachel are very professional. Chris explained our portfolio so it was easy to understand. We could not be happier with how our investments are being handled. We are both retired and have the utmost confidence with Chris and Rachel we don’t have to worry. Highly recommend this company they are just a phone call away if we have any questions or concerns. – Barbara Hall

REVIEW #2 – Rachel and Chris with Cornerstone Wealth Management are wonderful to work with. They are knowledgeable, professional, and take the time to truly understand your financial goals. They communicate clearly and make the process feel comfortable and straightforward. I love the entire team—it’s great to have people like them serving our community. Highly recommend! – Lauren Hall

REVIEW #3 – Chris and his team are endlessly kind and very professional. They care about their client’s finances as well as each individual personally. We trust them completely with our family’s financial planning and are grateful for the expertise and creativity they offer. Their team goes above and beyond and we can’t imagine using anyone else! – Rachel Neugebauer (Brian Neugebauer)

REVIEW #4 – Fair price – Paul Paris

REVIEW #5 – I won’t – Brandi Massman

Raymond James McGavran Financial Group McGavran Agency

ADDRESS: 1401 E 7th St, Joplin, MO 64801, United States

NUMBER: +1 417-623-4030

SERVICES: Retirement and IRAs, Bonds, CDs & fixed income, EFTs, Global investing, Index funds, Insurance annuity investment advisement, Investment management, Investment reports, Money market funds, Mutual funds, Sector investing, Trust & estate, Wealth management

OFFICE HOURS

Mon9:00 AM – 12:00 PM / 1:00 PM – 5:00 PM 
Tue9:00 AM – 12:00 PM / 1:00 PM – 5:00 PM 
Wed9:00 AM – 12:00 PM / 1:00 PM – 5:00 PM 
Thu9:00 AM – 12:00 PM / 1:00 PM – 5:00 PM 
Fri9:00 AM – 12:00 PM / 1:00 PM – 5:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – I think the world of Mike McGavran and his group. I wouldn’t think of going anywhere else. – Steve Meek

REVIEW #2 – Great place to talk to Mike about your Medicare needs! – Matthew Robertson

REVIEW #3 – Very helpful place I would not have my new truck or my new house with out them. Hit a financial snag do to covid 19 and they save everything I was about to lose with their fast prompt and very helpful service – jeramie lewis

Edward Jones – Financial Advisor: Jennafer S Johnson, CFP®|CRPC™

ADDRESS: 5898 N Main St Rd #108, Joplin, MO 64801, United States

NUMBER: +1 417-623-2547

OFFICE HOURS

Mon8:30 AM – 4:30 PM 
Tue8:30 AM – 4:30 PM 
Wed8:30 AM – 4:30 PM 
Thu8:30 AM – 4:30 PM 
Fri8:30 AM – 3:00 PM 
SatCLOSED 
SunCLOSED

>>> BEST CUSTOMER REVIEWS

REVIEW #1 – Always friendly, helpful and very knowledgeable – greg klang

REVIEW #2 – I can’t recommend Jennafer Johnson highly enough – she’s truly transformed how I think about my financial future! As a busy entrepreneur in my late 40s, I was overwhelmed by a mix of investments, retirement planning, and tax headaches after a business sale. Jennafer took the chaos and turned it into a crystal-clear roadmap tailored just for me.

What sets her apart? Her no-nonsense approach: She dives deep into your goals without upselling unnecessary products, explains complex stuff like Roth conversions or other investing in plain English, and uses tech tools to make tracking effortless.

Beyond the numbers, Jennafer’s genuine care shines through. She checks in (not just at review time), celebrates wins funds hitting milestones, and adjusts plans as life throws curveballs. If you’re tired of generic bank advice and want a partner who feels like family, look no further. Jennafer’s not just an advisor; she’s a financial superhero. If your not on fire about your financial advisor or are needing one to get you on the right track, I would call her office today – your future self will thank you! 😊 – Natalie Davenport

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