4 Best Gold IRA Investment Companies Near Me in Kansas City, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
WEALTH | KC – Financial Advisors + Wealth Management
ADDRESS: 1420 NW Vivion Rd Ste 109, Kansas City, MO 64118, United States
NUMBER: +1 816-820-4756
SERVICES: Comprehensive Financial Planning, Comprehensive Wealth Management, Custom Portfolios, Employer Retirement Plans, Estate & Legacy Planning, Financial Advisors, Financial Planning And Investment Management, Investment Strategies, Tax Planning, Wealth Advisor, Wealth Management Strategy, Retirement Planning
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have worked with a WEALTH KC financial advisor for a couple of years now and we are very glad we chose them. We never feel rushed in our meetings with them. They definitely understand what we want from our investments are set up our plans to help us achieve what we’re looking for. Highly recommend WEALTH KC. – Marlin Holyfield
REVIEW #2 – I had the pleasure of working with this company, specifically Will. I was nervous to review all my finances, but he was very professional, knowledgeable and passionate about creating me a solid financial plan. Highly recommend! – Echo Jones
REVIEW #3 – Shean and everyone at Wealth KC always take great care of me! I look forward to our meetings because they are very informative and Shean does a fantastic job of explaining everything in a way that makes it easy to understand. I have the utmost faith in the team and know my money and future retirement are in good hands! – Kyle Thomas
REVIEW #4 – Will, at Wealth KC, has been very helpful with settling some financial challenges after my divorce. He is very knowledgeable and personable. I trust him completely with my money management now in retirement. – Lynn Lunning
REVIEW #5 – There’s an old saying that trust is earned, well this group has definitely earned my trust. They are all incredibly knowledgeable, articulate, detailed, and most of all very patient with me! I highly recommend Wealth KC. – Dr SHP
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BMG Advisors “Plan Your Story”
ADDRESS: 4700 Belleview Ave #410, Kansas City, MO 64112, United States
NUMBER: +1 816-792-5072
SERVICES: Active Portfolio Management, Comprehensive Financial Planning, Estate Planning, Financial Advisors, Financial Planning Guidance, Financial Solutions, Investment Advisory, Investment Management, Investment Research, Investments, Planning And Investing, Retirement Plans
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 – BMG Advisors are a TEAM in every sense of the word.
I have worked with Jen Malone for over 25+ years since the beginning of her career as a financial advisor. She is smart, humble and a careful listener . She and the entire BMG team help me plan, prioritize and implement what is important to me financially.
They know I like to meet at least twice a year to review my account and they call me to set up the appointment. I feel comfortable speaking with the other advisors if I call with a question . The front office staff are ALWAYs friendly and helpful.
I highly recommend BMG Advisors to people from all walks of life and ages who desire a competent financial team to help prioritize goals and develop a plan to achieve. – Rebecca Kiefer
REVIEW #2 – I have nothing but positive things to say about BMG Advisors and, specifically, my personal financial advisor, Chris Robb and his administrative assistant, Becky Beck. I have known Chris for over 15 years and I have the utmost respect and trust in him. Becky is a very professional, yet warm and friendly person, who I feel comfortable speaking with if Chris is not available. I like the fact that Chris can refer me to other professionals within the company for things like completing a financial plan and applying for a Medicare supplement insurance plan. I highly recommend BMG Advisors! – Julie Newbold
REVIEW #3 – We are huge fans of BMG Advisors and their services. We appreciate their extremely knowledgeable Associates, flawless execution, and personal attention. What really sets BMG apart is the culture that makes every interaction a positive experience.
I can’t imagine a better Financial Planner/Investor to partner with; you will feel secure when you invest with BMG! – Mark Ungashick
REVIEW #4 – We were brought to BMG when my parents both passed in 2017 and 2018, and soon thereafter dovetailed our own investments in with theirs. Previously, investments felt random and risky, like tossing darts, and we seemed just as likely to miss as hit our targets. At BMG, the mystery vanished and solid, diversified decision-making became our norm. (I know, right?!) Our confidence has only grown, thanks to the diligent work by Jenn and her Team. So today, our estimated financial success through retirement is looking pretty good, and we’re toeing the edge of that Retirement Pool while gathering the guts to dive in — with many, MANY thanks to Jenn for the help, guidance, and advice to continually make informed decisions about our future. Thank you, Jenn! – Stacy Ernst
REVIEW #5 – I couldn’t be more pleased with Jen and her team. I’ve been with BMG since they started. They’re professionalism and sincere interest in my behalf have been overwhelming. They continue to work hard on my behalf and improving my financial future. Even during this down time I have complete confidence that there
results will minimize any shortcomings and will maximize the opportunities as they present themselves. – Jeff Jasper
Buttonwood Financial Group, LLC
ADDRESS: 3013 Main St, Kansas City, MO 64108, United States
NUMBER: +1 816-285-9000
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Management, Comprehensive Wealth Management, Estate & Legacy Planning, Estate Management, Estate Settlement, Financial Advisors, Financial Advisory Services, Financial Planning & Wealth Management, Investment Accounts, Investment Advisory, Investment Management Plan, Investment Opportunities, Investment Products, Life Insurance, Long-term care planning, 401(k) rollover services, Alternative investments, Retirement income strategies, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our financial well-being. They’re incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals – an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don’t have to, they’re honest, they’re nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we’re entrusting our life’s savings to. I wouldn’t hesitate for a second to recommend them. They really are the best. – Betsy S
REVIEW #2 – I have had the distinct pleasure of working with Buttonwood for the last 8 yrs. i am always impressed by the level of service and the unparralleled professionalism. I would recommend John, Vince and the rest of the great group to anyone that is looking for a firm that takes a very personal comprehensive approach to your financial picture. – Derek Mannell
REVIEW #3 – Had an absolutely amazing experience. So informative and helpful with all the difficult financial navigation needed to establish a solid plan to secure my financial future. Mitchell was beyond my expectations and incredibly helpful. – Jesse
REVIEW #4 – We have been so pleased with the whole team at Buttonwood. Financially a win and we feel well informed and advised. Thank you Buttonwood for all your expertise and concern for our well being and future. And for your friendship! – Liz Coleman
REVIEW #5 – Great staff, always available to answer questions or offer advice. They take excellent care of all of their clients and do good things in and for the community. – Sue Hunter
Mid American Wealth
ADDRESS: 7505 NW Tiffany Springs Pkwy 4th Floor, Kansas City, MO 64153, United States
NUMBER: +1 816-640-5888
SERVICES: Wealth management, Asset Protection Strategies, Estate Planning, Financial Advice, Financial Planning, Investment Advisory Services, Investment Management, Investment Strategy, Ira Legacy Planning, Ira/401(K) Rollovers, Retirement Income Strategies, Retirement Plan, Retirement 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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I met with Kolton. He was fantastic. Kolton listened to our concerns and addressed all our issues. He did not seem to be in a hurry at all. We really appreciate the personal service we get from Mid American. – Ed McKechnie
REVIEW #2 – Professional environment with patience to understand the needs of the client. They know the best ways to invest a lifetime of savings to generate income that can be used in retirement. – Susan McDowell
REVIEW #3 – Highly recommended for anyone approaching or at retirement. Schedule a meeting to see what they can offer you. They are very helpful and so good to answer all the questions. – janice rouk
REVIEW #4 – Mark Falter’s office is a good blend of friendly and professional. He explains everything very well, and answers all questions. Very pleased with their ideas on retirement, and what needs to be done to be comfortable financially in retirement. – Linda Davis
REVIEW #5 – I cannot recommend this firm highly enough. I trust Mark Faulter implicitly — and I have profited from his knowledge. If security in retirement is important to you — go see him. My portfolio is performing better than I expected and I cannot thank him enough!!! – Rachel Callagy
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