4 Best Gold IRA Investment Companies Near Me in Knoxville, TN – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Paradigm Wealth Partners
ADDRESS: 2099 Thunderhead Rd Ste 201, Knoxville, TN 37922, United States
NUMBER: +1 865-251-0808
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management and Investment Advice
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jonathan Bednar and his staff (Becky!!) are top notch. They are kind, honest, professional, reliable, prompt – I could go on. Questions are answered quickly and the guidance is always excellent. Jonathan is more than a financial advisor for us – he’s a life coach. His help has been an invaluable resource as we begin preparing for retirement and our future! – Whitney Grubb
REVIEW #2 – I had talked to several financial advisors before coming here. In a telephone conversation to Jonathan Bednar, he gave me his opinion on selling my rental house and getting an annuity after other financial advisor had told me to sell and they would get me more money monthly. He was very honest and told me he would not sell it because I would have to pay too much in taxes due to it being an investment property. I ended up coming in to see him because he was so straight forward and I wanted more information. Jonathan was very honest and told me that I would be making a mistake and that it was a scam. I am a single 65 year old woman. If I had gone with this other company it would have ruin me. His honesty saved me from making a huge mistake! I can’t say enough good things about Jonathan! I wish everyone would be this honest. I will only come to Jonathan if I need a financial advisor from now on. – Elaine Reese
REVIEW #3 – As a tech professional dealing with complex compensation including RSUs, finding Paradigm Wealth Partners and Jonathan Bednar has been invaluable to me. I needed expert guidance on financial matters, and their team provided exceptional clarity and direction. Jonathan’s ability to break down complex financial concepts and tax implications while creating a comprehensive long-term wealth strategy for my family has been remarkable. Their team demonstrates outstanding situational awareness in handling unique compensation structures and tax planning. The professional, knowledgeable approach and personalized attention to my specific needs has given me complete confidence in their wealth management capabilities. For anyone seeking sophisticated financial guidance, particularly those in the tech sector, I cannot recommend Paradigm Wealth Partners highly enough! – Alex McCaskey
REVIEW #4 – If you’re looking for a financial adviser, you won’t find anyone better than Jonathan Bednar! He is always available anytime, and we have full confidence in him and his company to handle our money. He is very personable and we enjoy meeting with him on a regular basis. He has a dedication to his job that is above and beyond. We consider him a friend as well as our advisor, and that’s a definite plus! – Debbie Jolly
REVIEW #5 – These 5 stars are well deserved, I’ve been a client with this company for several years and cannot express how comfortable I feel knowing that they have my every interest in mind. This is a great group of people who are always accessible to me, and that is a priority for me. I would highly recommend them to anyone. – DeDe Layer
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Financial Partners of TN, LLC
ADDRESS: 500 Clyde St NW, Knoxville, TN 37921, United States
NUMBER: +1 865-558-8182
SERVICES: Advanced Investment Strategies, Alternative Investments, Brokerage Services, Estate Planning, Financial Advisors, Individual Investment, Investment Advice, Investment Advisory Services, Investment Planning, Investment Solutions, Pension Maximization, Retirement Income Planning, Retirement Income Strategies, Sustainable Investing, Tax Planning For Retirement
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – After searching for a retirement advisor for several years, my family was so relieved to find Financial Partners in Knoxville. The team, especially John F. and Gail H., has been incredibly helpful. They not only provide excellent service but also take the time to explain everything in a simple, straightforward way. Their expertise covers a wide range of topics, from 401(k) funds and real estate to retirement healthcare strategies. We highly recommend them for their expertise and transparent approach to retirement planning and investing. – William Wren
REVIEW #2 – My wife and I moved to East TN in 2014 & were determined to find trustworthy & knowledgeable fiduciary for our retirement accounts. I interviewed 4 investment firms. John Fawas & Financial Partners of TN clearly stood as leaders in Knoxville market. During this time, John has provided sound investment strategy for our financial portfolio. Thank you, Team Financial Partners of TN, John, Gail, & Darcy – Jerry Peach
REVIEW #3 – When we first started with Financial Partners of TN, we didn’t know if we had enough saved for retirement. John and Gail have been very helpful over the years and we’ve watched our portfolio grow. Thank you for your guidance during the transition into retirement. – Michael Travis
REVIEW #4 – Moving our investments and working with John, Gail and Darcy was the best move we could have made. They have pro-active communications and explain all options in great detail allowing you the comfort knowing you’re making the best decision for your future. Highly recommend this team. – pamela nokes
REVIEW #5 – Very astute financial planners with an eye for client service and professional advice. Always available and ready to explain and discuss financial health. Highly recommend them. They handle my office 401k plan so you know I trust them implicitly. – Nadim Jubran
Rather & Kittrell Capital Management
ADDRESS: 11905 Kingston Pike, Knoxville, TN 37934, United States
NUMBER: +1 865-218-8400
SERVICES: Advanced Planning, Asset Protection, Corporate Retirement Plans, Custom Wealth Management, Estate Planning, Investment Advisory Services, Investment Management, Investment Options Plan, Investment Review, Personal Financial Planning, Portfolio Management Services, Registered Investment Advisor, Retirement Plan Advisory
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Years before retirement, we met w Chris Kittrell and Lytle Rather concerning consolidating our diverse portfolio. The first thing they did was ask about our goals, dreams and priorities—They introduced us to Amanda Howerton and team to begin the process while staying true to our plan. They have been great! Working closely w Amanda and team has allowed us to retire seamlessly. One of our goals was to complete hiking the 500 mile ElCamino Frances—which we did this spring. – Kathy Bingham
REVIEW #2 – my association with jeff hall, his expertise and prompt attention to detail, has span decades. in that time ive had nothing but wonderful experiences in all aspects of our relationship. from my retirement account, seem less transfer of trust fund account to rather & kitrell, to estate advice, his professional advice accompanied by a sincere personal touch have made my experience with RK, and jeff, a monumental asset to my life and the life and future of my children. job well done! – Terryl Denton
REVIEW #3 – Working with Daniel and the team at Rather & Kittrell has made a tremendous difference for our family. From the very beginning, he took the time to listen to our concerns, understand our goals, and help us create a plan that felt realistic and achievable.
He has provided thoughtful guidance every step of the way, helping us pay down debt, make smarter investment decisions, and prepare for retirement through our 401(k). What stands out most is that he has never made us feel like just another client. Rather & Kittrell genuinely care about what is most important to our family and our future. Additionally, Daniel has never rushed us or overwhelmed us with financial jargon, and always makes sure we understand our options and felt comfortable moving forward.
Because of their support and expertise, we feel more confident and secure about where we are financially and where we’re headed. We are incredibly grateful for their guidance and highly recommend them to anyone looking for financial advisors who are knowledgeable, trustworthy, and truly invested in their clients’ success. – Rachele Wiley
REVIEW #4 – R&K have helped guide my finances for a number of years. They started by asking questions to understand my goals that include everything from financial security to desires for a happy life. Throughout the process they explained why they made their recommendations and made sure I understood and was satisfied. Their staff took care of the many items to make sure all was correctly in place.
They have done an excellent job of communicating what may impact my investments and goals. Any questions I have are quickly and comprehensively answered. They have made me feel confident that my family is being taken care of with a level of risk that matches my desires (conservative in my case).
They have made company has a culture that is professional, caring and friendly. I have been thankful for the level of comfort they have provided my family and I. I thoroughly trust they will continue to help me meet my goals and consider any changes that may improve my life. – John Mckenzie
REVIEW #5 – We have been clients of Rather & Kittrell for approximately 16 years, and throughout that time, they have consistently provided exceptional service, guidance, and support. We truly could not ask for a better financial firm to partner with.
Amanda has been our personal advisor for many years, and her dedication, expertise, and commitment to our financial well-being have been outstanding. No matter how complex or diverse the challenges we have presented, she has always taken the time to thoroughly explore every option and provide thoughtful, personalized solutions. Her knowledge, professionalism, and genuine care make her an invaluable asset to both her clients and the company.
We have also had the pleasure of working closely with other team members, including Crystal, and have always been impressed by the professionalism, responsiveness, and teamwork demonstrated by everyone at Rather & Kittrell. It is clear that they work together to provide the highest level of service and support.
We are sincerely grateful for the guidance, knowledge, and assistance we have received over the years and highly recommend Rather & Kittrell to anyone seeking a trustworthy and dedicated financial advisory team. – Douglas Peterson
Blue Ridge Wealth Planners
ADDRESS: 9725 Cogdill Rd Ste 101, Knoxville, TN 37932, United States
NUMBER: +1 865-392-4260
SERVICES: Financial Advice, Financial Investments, Financial Strategy, Investment Advisory Services, Ira Planning, Ira Rollovers, Legacy Planning, Portfolio Management, Retirement Income Planning, Retirement Plan Distribution, Retirement Strategies, Tax Efficient Strategies
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – So far, the team over there seems to be produing the results that they strive for. I enjoy the periodic market updates from John via email. Transparency directly on the fidelity app let’s me keep a watch on the value of my portfolio. Timely response via email for any questions I might have. Its nice to have Blue Ridge in my corner. Thanks, John! Keep up the good work – Matt Ketron
REVIEW #2 – I needed assistance with retirement financial planning. Blue Ridge guided me very effectively. They are fiduciaries! That means they are bound to put their clients interest above their own. Give them a chance to perform for you, as they are for me. You won’t be sorry you did. John Vandergriff and his assistant Jordan are awesome! – Theresa Kasmer
REVIEW #3 – I appreciated the time Jonathan Mills spent sharing with me the services Blue Ridge Wealth Planners provide. He listened to what I was looking for, asked relevant questions along the way, and ultimately made a few suggestions. While I didn’t end up using the services provided, I left impressed by his personal and professional character. – Noah Carlson
REVIEW #4 – My representative from Blue Ridge Wealth Planners seems very competent and professional. I feel like he has listened to my concerns and goals about my retirement and structured a plan that should meet my needs. – Tim Tabor
REVIEW #5 – BRW is very proactive in dealing with our portfolios and questions. The staff has been very courteous, responsive, and excellent in our phone and meeting conversations. – Bruce Cheryl Bell
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