4 Best Gold IRA Investment Companies Near Me in Kennewick, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Piton Wealth
ADDRESS: 11257 W Clearwater Ave Ste 110, Kennewick, WA 99336, United States
NUMBER: +15095820570
SERVICES: Asset Allocation Strategies, Estate Planning, Financial Planning And Consulting, Investment Advisory Services, Investment Management Services, Investment Planning, Investment Strategy, Retirement Planning, Stock Options Analysis, Tax Strategies, Wealth Advisors
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 – Everyone at Piton Wealth has been exceptional!! We have been with them for over 8 years and wished we had worked with them sooner. Michelle Clary is very professional but extremely kind and personable. We are newly retired and are so grateful to have had Michelle’s direction and assistance these last 8 years. We would not have achieved this success if it were not for Michelle!! – mggreeno
REVIEW #2 – I have been working with Aaron, one of Piton’s Wealth Advisors, and it has been a seamless process to get things lined out and clearly defined for a forward plan since I started working with him in late 2025. I appreciate the time the whole team has been personable, dedicated to answering questions, available as new things come up, and generally providing great service in the traditionally confusing topic of wealth management and planning. They have a great referral network also, which has been invaluable to me personally. I would highly suggest working with the Piton team if you are looking for local fiduciary advisors. – Margaret McCoy
REVIEW #3 – Nick Mercer and Piton Wealth have been instrumental in helping my husband and I get our financial affairs in order and set up for our future. We feel much more secure and ready for any unforeseen circumstances that could arise. Financial planning can be stressful and confusing but they made the process painless and always take the time to explain things in a way we can understand. – Kimberly Christianson
REVIEW #4 – They provide a wholistic evaluation of my finances that is critical for ability to make informed future planning decisions. I have been very pleased with the advice I have received over the years and performance of the various financial options they provide. Above all, they are professional and treat me like family. – David Bogen
REVIEW #5 – I cannot say enough wonderful things about Piton Wealth. Tragedy struck my family in 2022. Kaitilin Newman sprung into action immediately. Here words were simple: “You desl with your family and I will handle all of the financial issues for you. Do not worry.”
Truer words were never spoken. She came up with a financial plan for me and continued to watch over my family and me.
I meet with Michelle Clary and Kaitilin regularly for further guidance. I could not be happier with the service I get snd the warmth that these people exude. It is personal for them and it eminates in all they do. – Joe Malgieri
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HFG Trust
ADDRESS: 8131 W Grandridge Blvd, Kennewick, WA 99336, United States
NUMBER: +15097357507
SERVICES: Estate planning, Financial planning, Home purchasing consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Customized Investment Portfolios, Fiduciary Service, Individual Retirement, Retirement Savings Plan, Simplified Employee Pension
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 – HFG Is knowledgeable and reliable in all services they have provided to us. They are honest upfront and forthright in their advice to meet our financial goals. They keep it real! The entire staff is knowledgeable and service oriented. We placed our primary management with Mike Tallman and highly recommend him for assessments and planning. – James T Fulton III
REVIEW #2 – HFG Trust has been our financial advisor for many years. We have found everyone at HFG to be professional, knowledgeable, helpful and personable. The advisors take into account your income, lifestyle and future long term needs as they monitor and manage your accounts. Well prepared annual visits and quarterly reports keep us informed and any questions we have are addressed quickly. HFG is an excellent business to work with. – Trish Fl
REVIEW #3 – Bob is always prepared for our meetings. I have been a client of his for over 18 years. He has helped me reach financial goals I only dreamed about! He has been very supportive of me and my family since my husband’s passing and walked me thru everything goes with losing a partner.
Thanks Bob for not only being my financial advisor, but my friend – karin hudgins
REVIEW #4 – HFG has been managing our investments since around 1981; before there even was an HFG. There was just J Tyler Haberling, fresh put of school; looking to build a business. The ensuing years have brought success to HFG and to us. We have recommended them to multiple friends and family members; all of whom are pleased. HFG listens to what you are hoping to accomplish in the short and long term and manage your portfolio accordingly. When world events affect the markets, you can count on receiving communication from HFG as to what these events may mean. Their staff is absolutely top notch; always responsive and so gracious and pleasant. Whether you are financially savvy or not at all savvy, you should have complete trust and confidence in HFG representing your best interests. – M & P Hevland
REVIEW #5 – We have been clients of HFG Trust for over 20 years and would highly recommend their services. Both Ty Haberling and Nick Haberling have guided us over the years. They have a genuine interest in not only our financial portfolio but take a personal interest in getting to know us to understand our needs. When we meet they always ask about our kids, hobbies we have talked about in the past, and what our financial goals are. Over the years, we have asked many questions of either Ty or Nick and they have been quick to return our calls and either answered questions or did some research and got back to us quickly and provided excellent financial advise. As we transitioned from the working world to retirement, both Ty and Nick have guided us in making decisions to ensure our financial wealth was protected and continued to grow. Their passion, knowledge and genuine interest in achieving the best for us as clients are outstanding. Their advice has been tremendous over the years and we are grateful we have excellent financial advisors. Thank you Ty and Nick, we so grateful for all that you do for us!!! – Cindy
Petersen Hastings Wealth Advisors
ADDRESS: 8203 W Quinault Ave #101, Kennewick, WA 99336, United States
NUMBER: +15097350484
SERVICES: Benefit Plan, Brokerage Services, College Savings Plans, Corporate Retirement Plans, Discretionary Investment Management Services, Estate Planning, Financial Planning And Consulting, Individual Retirement Accounts, Investment Accounts, Investment Advice, Retirement Benefits, Retirement Income Planning, Retirement Planning Solutions, Retirement Plans Advisor
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 – We have been investing funds with Petersen & Hastings Wealth Advisors for over 25 years. Our financial planner is Scott Sarber. Scott helped us set our financial goals in motion. We were given good sound advice & guidance through the years. Scott always listens to our concerns regarding our investments. We appreciate Scott for setting us up with financial success as we enjoy our retirement years. We can honestly recommend Petersen & Hastings to anyone looking for a great team of financial advisors. – Gary and Jan Chamberlain
REVIEW #2 – I have been a client of Petersen Hastings for almost 5 years now. My journey began when we were trying to get established as clients (for me) with Josh Chittenden, as my husband was rapidly losing his battle with Non-Hodgkin Lymphoma. The cancer had metastasized to his brain complicating the decision making process. Josh was very supportive of me, patient with me and all my questions, assured me that I just needed to focus on caring for my husband, and this could all wait until a later time. Josh has been amazing and I highly recommend him. He takes the time to get to know you and your family and what your life/financial goals are, explains everything to your understanding, and then proceeds accordingly with your financial planning/wealth management. He stays in touch with regular phone calls/meetings to review your retirement status. Josh is very caring and a great listener, too. I have been a very happy client and trust Josh completely with managing my retirement accounts to the best of his ability – Marilyn Atkinson
REVIEW #3 – We have been clients of Petersen Hastings for over a decade and have always been impressed by their financial knowledge and client focused operation. They have extensive knowledge of both my Hanford retirement plan as well as my wife’s educators plan. Johnathan has helped integrate these plans into our savings, insurance and estate plan ensuring we have the highest confidence in our future finances. – Susan Smith
REVIEW #4 – Our account manager Haley was well prepared for our recent Zoom meeting. Her presentation was thorough and she anticipated many of the questions we had in advance of our meeting. Very professional yet friendly and ingratiating!
She is typical of the professionalism I’ve experienced with Petersen Hastings for the past 35 years! – greg bainter
REVIEW #5 – Cory at Petersen Hastings has been great to work with. Under Cory’s advisements over the years, I have gotten a nice nest egg and was able to retire a little early. I started with Cory when I lived in Benten City WA. and we had 6 month checkups/meetings. When I retired I moved to Alaska and we still have the 6 month meetings. Cory will meet in person or on Zoom. In between meetings if you have any questions Cory is very willing to answer any questions you may have or any changes you may want to do. Cory’s advisement fees are great and even have family plans. I would reamend Petersen Hastings to everyone. Even if you do not live close by. Thank you Cory for what you have done for my wife and myself over the years. – Dan W
Cornerstone Wealth Strategies – Kennewick
ADDRESS: 8905 W Gage Blvd #110, Kennewick, WA 99336, United States
NUMBER: +15093960588
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Investment advising, Wealth management, Active Investment Management, Advisor Services, Advisory Services, Asset Protection, Customized Investment Portfolio, Employee Benefits Planning, Investment Analysis, Investment management, Legacy Protection, Retirement Investment Accounts, 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 – We have been with Cornerstone for many years. We are now in retirement and I can’t stress how wonderful this business is. It feels more like a family than a business. When we retired we had options on who would manage our funds but because of the fiduciary relationship and the wonderful service, we stayed with Cornerstone. We continue to do well with our investments and are able to get funds out with a quick turn-around. Great advice and low fees. We trust LPL servicing and have absolutely no complaints. Matt R is our advisor and he’s just the best! – Jennifer Ovink
REVIEW #2 – I began investing with Matt Riesenweber about 30 years ago when he was associated with another firm. Over the years my modest investment with him has grown to a value I will not outlive and will pass on to family. During that time Matt established Cornerstone Wealth Strategies, affiliated with LPL and grew his company with more professional people to offer essential services to clients. Matt’s advice and service have enabled me to retire in financial comfort, able to travel and enjoy life as I want. As a fiduciary financial advisor, Matt is focused on the best interests of his investors at all times. Matt is ranked among the most effective investment advisors in the US. I hold Matt, his business partners and all Cornerstone employees in very high personal and professional regard. For anyone wanting to invest in the markets, having the ability to trust a professional and to weather market uncertainties, you will have the best results with Matt Riesenweber and Cornerstone Wealth Strategies. – Tom Staly
REVIEW #3 – Cornerstone Wealth Strategies is amazing! Joel is professional and very knowledgeable. The entire staff consistently provides good customer service with quick follow-up. The office staff consistently provides phone call reminders the day before appointments and are very friendly. Cornerstone has undoubtedly provided us with a great experience. – Shane Benningfield
REVIEW #4 – The people at Cornerstone are warm, friendly and incredibly competent in everything they do. I have yet to have a negative personal or business experience with them. They offer all the benefits and more of a large scale financial operation with the intimacy associated with a smaller office. I am impressed with not only the way I am treated but also with the way they continue to look out for my financial interests when I have other things to worry about. They take that burden of “planning” and own it as if you are one of their own. – Matt Purcell
REVIEW #5 – We are more than pleased with this firm. Outstanding representation and value. My wife and I are so happy we made them our planners. I would happily recommend Cornerstone to anyone who is looking for help in their financial planning. If you are looking for a highly competent, professional, and friendly firm with outstanding integrity then look no further. – Mike Hines
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