4 Best Gold IRA Investment Companies Near Me in Katy, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Clearwater Financial Group – Retirement Planning and Annuity Experts
ADDRESS: 24285 Katy Fwy Ste 400-L, Katy, TX 77494, United States
NUMBER: +1 832-278-3195
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Retirement savings consulting, Asset Protection, Family Legacy Planning, Income Strategy, Insurance Plans, Legacy Planning, Retirement Income Strategy, Retirement Planning, Retirement Strategy, Safe Money Strategies, Retirement Consulting, Retirement Income 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 – We met Michael Masor a little over 5 years ago. We were looking for guidance in our retirement financial planning. I had a couple 401ks from previous employers that I did not feel comfortable gambling in the stock market with. Michael first listened to our plan and timing for retirement, then took the time to put together the best option that fit our plan. I fully recommend and have recommended Michael’s services to anyone needing financial planning assistance! I retired last fall and everything fell into place exactly like Michael said it would. – Mike Osterloh
REVIEW #2 – Michael is very responsive even I was leaving him a message in early morning around 3:30 am not expecting him to answer back until later that day he immediately responded. And I did realize every time I had a question got immediate response sometimes it was I’m in a meeting and will get back with you afterwards he always did. I feel a lot more at ease since my annuity purchase this is 2nd one from his company in last 3 years Highly Recommend using Clearwater financial. – Johnny Beavers
REVIEW #3 – I transitioned to Clearwater Financial this summer to help manage my portfolio. The goal was to minimize risk yet still achieve an acceptable return since I am near retirement. Michael and his team have been very responsive to any questions I have had and while I am still early in the process I feel my risk has been substantially reduced. As time passes we will see how the returns respond but I feel confident in Michael’s ability. – Kevin Bordelon
REVIEW #4 – I purchased retirement annuities through Michael Masor. I found him to be extremely approachable and knowledgeable. He took the time patiently walk through all options, provided me with learning material and answered all questions I had via text and email. At no point did I feel rushed, nor was there any excess salesmanship. Michael is a certified financial fiduciary, and I found him to be extremely trustworthy. Even after the sale was completed, Michael made me feel that our relationship was for a lifetime and I feel comfortable that he will always watch out for my best interests. I highly recommend Michael and his services. – P H
REVIEW #5 – I had some decisions to make with some retirement funds and also how to protect assets in an understandable and acceptable way. Mike always answered calls and had paperwork in order. Felt comfortable with my decision at the start and remain comfortable and secure with the plans I have. Knowledgeable and helpful and recommend without hesitation. – William McCallum
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Creative Planning
ADDRESS: 23226 Red River Dr 1st Floor, Katy, TX 77494, United States
NUMBER: +1 866-273-2848
SERVICES: 401(k) rollover advice, Alternative investments, Annuity analysis, College savings plans, Custom Retirement Planning, Estate planning, Financial Planning Strategies, IRA contribution planning, Inheritance planning, Investment Advice, Investment management, Investment risk profiling, Pension maximization, Pre-retirement planning, Private equity planning, Retirement Accounts, Retirement income strategies, Retirement planning
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 – The team from Creative Planning are world class service providers. Our Portfolio Manager Dani is so professional, knowledgeable, and timely. She makes investing fun. And Creative takes the stress out of managing money. Best thing I ever did to supplement retirement was to make the decision to trust Creative, and then get out of their way! Thank you Sean! – Dave Sheil
REVIEW #2 – It is a pleasure working with Sean Granere and Cassidy Bowen. They are professional, respectful , knowledgeable, friendly and always have my best interests at heart. It is like having a good and trusted friend who is an expert in financial planning watching out for you.
I would highly recommend them to anyone looking for a financial planner. – Louis Perfetti
REVIEW #3 – I’m a long time client of Creative Planning and cannot imagine a better company or organization. They not only manage my financial accounts, but they also provide complete guidance and services every family might need, such as Wills and similar legal services and advice on insurance needs. My personal CP financial advisor responds almost immediately to my email and phone calls, and he has become like a close family member. If I have stocks in my portfolio that I want to manage myself, they don’t touch them unless I ask them to. Under their management my portfolio has outperformed the market in all situations and makes their management fee seem unimportant in the scheme of things. When my husband died there was almost nothing for me to do because everything was ready. I highly recommend Creative Planning!!! – Janet Murphy
REVIEW #4 – I have been with Creative Planning for over ten years. They have always been professional and consistently use a client-first approach. I would highly recommend Creative Planning. – Donald Dawson
REVIEW #5 – Sean continues to provide us with professional expertise as well as personal caring of us as people, not just clients. We trust him so much. – Diana Fearn
McGee Wealth Management
ADDRESS: 848 Dominion Dr #100, Katy, TX 77450, United States
NUMBER: +1 281-578-9293
SERVICES: Advisory Services, Asset Management, Estate Planning, Financial Advice, Financial Plans, Investment Advisory Service, Investment Management, Investment Research, Investment Strategies, Retirement Planning, Tax Planning, Wealth Management
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Mike and the team at McGee Wealth Management have done an excellent job with my investments. My only regret is that I did not move my investments from the big name brokerage to McGee sooner. My gains have been greater, I have a better understanding of how and why the decisions are being made for my investments, and the plans for my retirement. If you want personal service, quick responses and great gains McGee Wealth Management is where you want your investments to be. – Brad Godwin
REVIEW #2 – McGee Wealth Management has been the best decision we made regarding our financial future. Mike and his team took the time to listen to our goals and made a plan that was tailored to our goals and timeline. He made sure that we were fully on board before implementing changes, and if we had changes, (which we typically have not), he has always been able to accommodate us. We cannot express enough gratitude for how much Mike and his team have made our lives better. Thanks McGee Wealth Management for all you do to give us financial peace of mind! – Melanie Diaz
REVIEW #3 – The McGee family is top notch and very easy to work with and has built a very capable and friendly staff. I have been a client for over 7 years and have been pleased with the outstanding service I have received. They are very responsive, willing to listen to my goals and objectives and have established a plan for all of my needs. The McGee’s are very knowledgeable about financial matters and have a good insight into the political climate, the economic trends and short/long term impacts to my investments. They go beyond institutional financial planning providing not only professional advice but great counseling on many areas. I feel very fortunate to being a member of their client base. – Jim Messina
REVIEW #4 – I never thought I would be writing a positive review of a financial services company, although “company” is far to cold an term to apply to McGee
Wealth Management. You become a part of a team that works together
for your personal interest in ways you never dream of. I met with Mike at the suggestion of a relative who shared with me the amazing job Mike had done in growing her money. Mike has years of experience, a wealth of knowledge about the market and an ability to foresee trends. Mike takes the time to really educate me about the financial decisions we make together, something no previous financial advisor did. I have learned so much and now feel confident about my financial future regardless of market conditions because Mike stays ahead of the game. – Harriett Wells
REVIEW #5 – McGee Wealth Management has been our family’s choice for the last 16 years. Mike, Jeanne and their professional team really pays attention to the details, listen to our need and provide actionable plans. With any new products that Mike is considering to use, he would put his own money to test and verify the products before investing client’s money. Fiduciary responsibility to its clients is very important part of McGee Wealth Management’s decision-making process. Over the years, the financial management result is solid and sustainable.
During the difficult time such as the Houston Hurricane Harvey flooding in 2017, Mike spent a lot of his personal time to help us to find the right contractors for inspection, repair, and project review, which is not necessary the scope of his responsibility. Mike and his team not only provide the financial management service, but also share a lot of inside how to avoid the family financial pitfalls and kids’ financial educations.
By working with McGee Wealth Management, one can be confident to equip with the necessary concepts and tools to navigate the unpredictable future either in early stage of investment options, retirement planning, and wealth & legacy transition in addition to just manage one’s investment and wealth. – Ricky Yang
McCaffrey Wealth Management
ADDRESS: 2717 Commercial Center Blvd Ste E204, Katy, TX 77494, United States
NUMBER: +1 832-400-4688
SERVICES: Wealth management, College Savings Plans, Efficient Tax Strategies, Financial Advice, Investment Strategies & Management, Life Insurance & Needs Analysis, Retirement Plans, Investment Portfolio, Investment Strategy, Liability Insurance, Life Insurance, Retirement Savings, Retirement Strategy, Tax Efficient Strategies
OFFICE HOURS
| Mon | 8:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:00 PM | |
| Wed | 8:00 AM – 7:00 PM | |
| Thu | 8:00 AM – 7:00 PM | |
| Fri | 8:00 AM – 7:00 PM | |
| Sat | 8:00 AM – 11:00 AM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been guided by Brian for over 15 years, and when he started McCaffrey Wealth Management, I did not hesitate to follow him. His professionalism, deep expertise, and ability to clearly explain a system that can often feel intimidating have given me tremendous peace of mind throughout the years.
What I value most is the personal customer service. I appreciate having direct access to a real person—someone who knows me, understands my goals, and is local. Brian truly cares about his clients and goes above and beyond to ensure every decision is made with clarity and confidence.
I highly recommend McCaffrey Wealth Management to anyone seeking reliable, knowledgeable, and personable financial guidance. They are truly exceptional! – Mary Davila
REVIEW #2 – Brian has made the process of investing easy. He is easy to reach and has time available to talk about my progress, questions and any concerns. I don’t feel like I am talking to a big company who really doesn’t care about my goals. He is always very personable. – Amy Gibbs
REVIEW #3 – Having a trustworthy company to handle your investments requires a very strong and knowledgeable person. I am confident with mine and would recommend his services. Brian is very good at managing while keeping my portfolio profitable and maintaining growth. He discussed what my desire for the term of my needs and continues to be available and in a constant flow of information available. I would definitely recommend him. – Jackie Mueller
REVIEW #4 – Brian is such a wonderful person to work with, he really takes his time to help his clients understand and feel comfortable. He’s very easy to get ahold of and will always answer any questions. It has been a very easy and stress free experience:) – Megan Lozano
REVIEW #5 – Brian has a wealth of knowledge when it comes to growing your savings and investing at your comfortability. He is very professional and takes the time to clearly explain all of your options to meet your best needs. – Chelcy Moore
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