4 Best Gold IRA Investment Companies Near Me in Lafayette, LA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
The ROCK Financial Group
ADDRESS: 106 Sears Dr, Lafayette, LA 70503, United States
NUMBER: +1 337-593-3195
DESCRIPTION FROM BUSINESS: We build wealth with integrity and detail to customer service.
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Austin Mire is a wonderful financial advisor to work with. He has the heart of a teacher to help you understand your financial planning needs and the recommended investment options. Austin helped us to set up both retirement accounts and investments for our young children. We highly recommend seeing The ROCK Financial Group for your financial needs! – Mallory Pitre
REVIEW #2 – As a self-employed professional, finding someone I can truly trust with my investments has been crucial since they essentially serve as my retirement plan. Austin Mire at The ROCK Financial Group has exceeded all my expectations.
What sets Austin apart is his genuine approach to relationship building. He took the time to understand my specific financial goals and consistently explains complex investment concepts in easy-to-understand terms. I never feel confused or intimidated when discussing my financial future with him.
Austin’s professionalism and reliability are major advantages – he’s responsive to my questions and thorough in his explanations during our scheduled appointments. This level of personalized service gives me complete confidence that my investments are in capable hands.
If you’re looking for a financial advisor who combines expertise with genuine care for your long-term success, I whole-heartedly recommend Austin Mire at The ROCK Financial Group. As someone who depends on my investments for future security, I couldn’t ask for a better partner in managing my financial future. – Brittany LeJeune
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Meridian Wealth Management, LLC :Retirement Planning for First Responders
ADDRESS: 221 Southpark Rd Suite C1, Lafayette, LA 70508, United States
NUMBER: +1 337-654-0608
DESCRIPTION FROM BUSINESS: As a boutique, full fiduciary firm, we offer a personalized, fee-based approach that puts your goals first. Whether you’re growing your wealth, navigating retirement, or transitioning your business, we’re here to help you live well – today and into the future.
OFFICE HOURS
| Mon | 7:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 7:30 AM – 4:30 PM | |
| Wed | 7:30 AM – 4:30 PM | |
| Thu | 7:30 AM – 4:30 PM | |
| Fri | 7:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have met with a couple of financial advisors over the years and was very hesitant and not sold on them. Several colleagues recommended Shawn to me and I was very pleased with his team. Shawn explained everything and was able to answer all my questions. Looking forward to working with Shawn for the long haul. – Brian Regan
REVIEW #2 – Shawn is absolutely fantastic! He went out of his way to meet with us on Saturday morning since our schedules didn’t align during the week. He took the time to thoroughly review our Schwab accounts, made thoughtful adjustments to our 401(k)s, and even showed us how to maximize the interest we earn on our Capital One bank accounts—something we hadn’t realized we were missing out on. We really appreciate his expertise, dedication, and flexibility in working around our availability. – Scotty Verret
REVIEW #3 – Integrity has surpassed our expectations. They are always so kind & helpful. They’re like family! Our investments have increased so much since we switched to them. They are always in touch with us, giving us up to date information. We are so very satisfied. At 1 out 10 they are a 20! – Elaine Picou
REVIEW #4 – Someone from my job recommended integrity. They helped me understand where my money was and how much more the other places were charging me. We have done things for my kids and Roth IRAs and also my work retirement plans. Very pleased. – Libby Blanchard
REVIEW #5 – We have been working with Shawn and his team for more than a decade. He meets with me on week ends and times that are convenient for me and my family. We appreciate the help on the 401k and our kids investment accounts. – Phillip Welborn
REVIEW #6 – This team showed me how to open a brokerage account with my Fidelity work 401(k). We bought a lot of blue chip stocks like Apple, Google, and Amazon in 2013 and have never sold. We are all set for the long haul and I couldn’t be happier! – Jacque Leathem
REVIEW #7 – Always a pleasant experience. Shawn and his team very friendly, professional, and knowledgeable. They also manage my 401(k) for free as a bonus! Highly recommended! – Mannie Mendoza
REVIEW #8 – My sister recommended this firm since she’s been here for years. They were able to help with my 401k since my company was sold and I didn’t want to drive to Houston to meet with Fidelity. I prefer to do business face to face. – Donald Baudoin
REVIEW #9 – We have been working with these guys for 13 years. They really make it easy to manage my old 401k, my deferred comp and my grand kids accounts. Very happy. – Tricia Champagne
Wealth Advisors: Nolan Venable
ADDRESS: 1525 Camellia Blvd, Lafayette, LA 70508, United States
NUMBER: +1 337-761-7000
DESCRIPTION FROM BUSINESS: Wealth Advisors’ principal owner, Nolan Venable has been in the financial services business since 1982. As a Financial Advisor, he provides advice on retirement planning, investing, and social security optimization of benefits.
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – After meeting with a financial advisor in Lafayette, my wife and I decided to go see Nolan Venable. We left Mr. Nolan’s office feeling confident that he was the right person to handle our retirement planning. We have been with Mr. Nolan and his team for 2 years now and know that we made the right choice. Mr. Nolan is very knowledgeable and passionate about what he does! When showing us his recommendations, he explains it to us so that we understand it. Mollie and Elise have been great! They are very helpful. The whole team is very friendly. We trust Mr. Nolan, Mollie, and Elise completely and highly recommend Wealth Advisors! We will start having our taxes done there as well. Thank you, Mr. Nolan – James Sandidge
REVIEW #2 – Nolan and his team are an incredible group of professionals with deep industry experience. They make wealth management simple and approachable, and you never feel rushed or overwhelmed. You can tell they genuinely care about their clients and the outcomes they help create. – Gabriel Velasquez
REVIEW #3 – We are so fortunate to have such a knowledgeable, professional, friendly, and accessible financial team here in Lafayette. Until we met with them, we thought that retirement could not be obtained until we were 65 years old. They professionally guided us on investment planning and health insurance. Nolan Venable, Mollie Abshire, Dennis Vallejo and Elise Brown all worked together to help us achieve our retirement goals earlier than originally planned. We are so very grateful for this outstanding team and highly recommend them! – Sally Young
REVIEW #4 – We have been working with Nolan at Wealth Advisors for the last several years and it has been a very rewarding experience. A pleasure to work with and very knowledgeable in the field, Nolan is a true professional. His staff in Mollie and Elise have also been a pleasure to work with and are very responsive to our needs. Also both Todd and Dane on the Tax side of things have done a great job for us as well. Very knowledgeable as well and a pleasure to work with. I would highly recommend the group for both your financial and tax needs. – Robert B.
REVIEW #5 – Highly recommend Nolan and his team for your financial needs. Extremely knowledgeable and accessible! Thank you Nolan, Dennis, Molly, Elise and Mackenzie for helping us to prepare for all our retirement needs. – Mac Bourque
REVIEW #6 – I’ve been working with Nolan and his staff for many, many years and could not be more pleased with their professionalism, courtesy, friendliness and knowledge. Whether you need financial planning/advice, tax preparation services, or insurance, I highly encourage you to reach out to them. Todd, Mollie, Dennis, and Elise are fantastic to work with, you’ll be glad you did! – Greg Pierrottie
REVIEW #7 – I wanted to personally thank Nolan Venable and his staff at Wealth Advisors for the last 5 years of financial advice, tax services, and financial management. Since first walking into the doors I have had nothing but positive experiences. Nolan took time to learn about my personal and professional life to inform my savings and investment strategies. He and his team have had year after year success in getting me the most value for the money out of all the services they provide to me and my family. Dane Colligan has done my taxes every year I have been with them and is always efficient, informative, and effective. Trust is a valuable and scarce commodity in our society especially when it comes to your finances, investments, and aspirations. Nolan and his staff have always worked to earn, maintain, and grow the trust I have in them, and can unequivocally recommend Wealth Advisors to anyone looking to maximize financial health and well-being. Thank you so much, Nolan. – Joseph Branton
REVIEW #8 – My husband and I have been with Wealth Advisors for several years now. We see Dane for our taxes, Steven for our investments, and Dennis for our insurance. All three are the top of their field, highly knowledgable, and I trust all of them completely. I truly do not know what we would be doing without their guidance. Dane helps us manage our businesses, and allows us to flourish care free in our careers by navigating the ever changing tax rules and always maximizes our deductions to put money back in our pocket every year. Dennis is a mastermind at helping figure out how to afford health care as two self employed people. He saves us so much money a month on premiums we can breath a little easier as the economy fluctuates. Steven has helped us use that saved income to invest in our futures and retirement, and is the most educated and knowledgable person I have ever come across in financial advising. What Nolan has created here is phenomenal and speaks to his years in the industry and expertise in what our area truly needs, and one stop shop for everything finance. I truly never thought this business could treat us better, but they went way above and beyond in helping us and treated us like family after my husband and I lost our child. If you want the best people with the best minds for the job, this is your place. We will never go anywhere else and will continue to support and recommend Wealth Advisors for many years to come. – Jamie Istre
REVIEW #9 – The overview of our experience with Mr. Nolan and his team is that it has been, and continues to be, an astounding success. His objective was to help us reach our retirement goals and he absolutely delivered.
His firm was initially recommended to us several years ago because our tax preparer and advisor had retired. Our relationship evolved so that we requested his services with our investment portfolio. Mr. Nolan has been very proactive in proposing ways to make our money work for us and goes to great lengths to educate us when we have questions. The information is never just verbal but has always been supported with documentation. That is critical to us because trust is everything. The level of client care cannot be surpassed by anyone. All phone calls and emails are handled proficiently and professionally. We also trust the security of our information that is shared with them.
We recently met with Nolan to discuss the various options available to begin withdrawals on our retirement account. Even though we knew we had been given sound advice, we still had trepidations of stepping off that cliff. Our fears were unfounded and we left the meeting feeling better than we had ever hoped.
As we settle into retirement, we continue to trust Wealth Advisors with our future. Having peace of mind is priceless which is why we can highly recommend Nolan and his firm to you. – Nanette Williams
Eleser Financial
ADDRESS: 412 W University Ave ste 103, Lafayette, LA 70506, United States
NUMBER: +1 337-326-0229
DESCRIPTION FROM BUSINESS: Eleser Financial is a full-service, financial planning and wealth management firm catering to high-net-worth individuals, business owners, white-collar professionals, and blue-collar workers alike.
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jonathon is very professional, courteous, friendly, and accommodating. It was a pleasant experience. He helped with our health insurance needs for the last 2 years. We highly recommend him for your needs with health insurance or financial needs. Truly a pleasure doing business with him. – Mark Slay
REVIEW #2 – Jonathan was referred to us by a family member. He was a huge help finding an insurance plan my husband and I could afford. He set everything up and it was completely easy and painless on my part. Jonathan is very knowledgeable and friendly. He is prompt in returning phone calls and was willing to explain everything in terms I understood. I would highly recommend him for your financial and insurance needs. – Angelle LeBlanc
REVIEW #3 – I am so thankful for Jonathan and his expertise with insurance and finance. He has answered every text, email, and phone call. I trust him and his knowledge to do what’s best for my family. 10/10 recommend! – Megan Guillory
REVIEW #4 – We’re Randy and Wanda Cannon. We were just letting you know how much Jonathon really helped us, at a time we really needed it. I would rate our experience with him a ten. – Wanda Cannon
REVIEW #5 – In 2019 I was looking for health insurance for myself for the year 2020, that I could afford. Jonathan made the entire experience much less stressful and offered great advice. He did an awesome job finding the best insurance for me and we’re now in the process of getting supplemental insurance for my husband through Jonathan. We look forward to being his customers for years to come. Jonathan is very knowledgeable in his field and does a great job explaining the product. I rate his service 10+. Excellent! – Mel Rick
REVIEW #6 – Jonathan has been very helpful for answering all of my health insurance questions and handling inquiries for me. He’s made the process so easy and is always quick to respond. He communicates well and I’m never left confused. There was a time that I went through a very confusing and annoying situation with my insurance company and he was able to take over and get it all figured out. I highly recommend him to anyone! – Heather Salsman
REVIEW #7 – Proactive, helpful, and effective. I’ve used Jonathan’s assistance in getting my health plan coverage two years in a row now, and he has gotten me a plan with better coverage, a lower deductible, and a lower premium than I was able to find on my own. I highly recommend him. – Erica Lemons
REVIEW #8 – Mr. Eleser very patiently listens to your needs and financial expectations concerning health care coverage. He will, through thoughtful and constructive questions, provide a number of options and considerations that will be best suited to your expectation and wellbeing. He will drill down into the details, but if you can be prepared with data and information prior to your appointment, you’ll find that the discussion and outcome is very smooth and rewarding. If you want someone that can cut to the chase and decipher the complexity of the decision process for healthcare policy determination, Jonathan is certainly a wise choice. – LAMA
REVIEW #9 – He was so helpful, he made sure he answered all of our questions. And made this easy for us. I would recommend him. And have. – becky Birdwell
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