4 Best Gold IRA Investment Companies Near Me in Lees Summit, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
NextGen Wealth
ADDRESS: 405 SW Waterfall Ct, Lee’s Summit, MO 64081, United States
NUMBER: +1 816-287-4780
SERVICES: Retirement Accounts, Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Investment Advisory, Pension Plans, Financial And Retirement Planning, Financial Assessment, Financial Planning And Investment Management, Financial Planning Process, Investment Advisors, Investment Strategies, Life And Retirement Planning
OFFICE HOURS
| Mon | 7:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 7:00 PM | |
| Wed | 7:00 AM – 7:00 PM | |
| Thu | 7:00 AM – 7:00 PM | |
| Fri | 7:00 AM – 7:00 PM | |
| Sat | 9:00 AM – 12:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Clint was an incredibly valuable resource from the start. Welcoming, giving with this time, and a wealth of knowledge, experience and credibility to back up the information provided. Fantastic experience with NextGen Wealth and would highly recommend as a partner! – Maria Gibbs
REVIEW #2 – I am so happy to have found Clint and Nextgen Wealth. It was important to me to have a local advisor that cared about me and my husband’s future financial security. He takes the time to ensure we understand our options, supports our values, and guides us accordingly. I truly believe that when it is time for my early retirement, we will be able to live the lifestyle we pray for. – Tanya Cotten
REVIEW #3 – I am a recent professional school graduate and Clint was kind enough to meet me for coffee so we could discuss initial strategies for saving. He was personable, honest, and gave me clear examples of how different saving strategies would play out in the future. Clint helped me set up accounts in real time and offered easy to understand explanations for what he was recommending. Clint assured me that he would be available at any point in the future should I have questions as I navigate my new career and want to enhance my financial growth. I highly recommend Clint as someone who truly cares about and works towards achieving your goals! – John Hyde
REVIEW #4 – Clint and his team at Next Gen Wealth have been great to work with and very proactive in both communication as well as driving real results in our investments. Highly recommend! – Vaughn Baker
REVIEW #5 – I can’t recommend Clint enough! From the very first meeting, he took the time to understand our financial goals and created a clear, personalized plan to help us achieve them. His knowledge, professionalism, and ability to keep everything simple made the entire process stress-free. Whether you’re planning for retirement, investing, or just looking for better financial strategies, Clint is the person to trust. He genuinely cares about his clients and goes above and beyond to provide expert guidance. We could not have found a better fit. – Daniel White
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Oak Road Wealth Management
ADDRESS: 210 SW Market St, Lee’s Summit, MO 64063, United States
NUMBER: +1 816-607-9188
SERVICES: Comprehensive Financial Roadmap, Defined Benefit Plans, Fiduciary Financial Advice, Fiduciary Training, Financial Advisor, Financial Plan And Help, Financial Planning And Investment Management, Investment Advisory, Investment Options, Investment Products And Solutions, Retirement Benefits, Retirement Income Planning, Retirement Income Strategy, Retirement Investing, Retirement Plan Consulting, Retirement Plan Design, Retirement Plans For Companies, Retirement Readiness, Retirement Solution, Retirement plan consulting
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 – I was moved into a group with a very large investment company after my Fiduciary investor of 15 years retired. I was very unhappy with the way they were investing my money that included my having to pay large amounts of taxes at the end of the year.
I am already retired with no additional money to invest, a smaller amount of investments to work with, plus after being retired for 16 years, I have started taking a monthly payout.
I wanted an advisor who was local. Oak Road was willing to take me on with my small account. First, Dan and Andrew are Fiduciaries. They are so knowledgeable and have been so patient with me, explaining and answering so many questions. They are kind, walking me through what I have and what I need, and we decided on a plan. I have found people I trust and have confidence they are in investing my money in a way that works for me. The real Biggy for me is that I can finally sleep at night knowing my investments are in good hands. – Patricia
REVIEW #2 – Highly recommend Oak Road wealth management! DAN has changed the game when it comes to financial planning making it a very easy and seamless transition to work with him and his team. They have top notch customer service, follow up on specific questions that are unique to my account and easy to understand as I am planning my future. – Mark Glotstein
REVIEW #3 – Dan manages my entire investment portfolio, and I couldn’t be more confident in his expertise. He clearly knows what he’s talking about, consistently offers sound advice, and always aligns his strategies with my investment goals. I trust him completely to make the right decisions for my financial future. – Oscar Cazun
REVIEW #4 – Dan helped me navigate my 401k beneficiary plan this summer. He handled my sensitive matter quickly and professionally. I couldn’t have gotten through the process without him! Thank you! – Baylea Porter
REVIEW #5 – With Dan’s retirement planning for my wife and I, we can truly enjoy our retirement years. We spend our savings knowing that our future is financially secure. I credit Dan with giving us this confidence in our future.
Dan is knowledgeable and a great listener. He started helping us in 2016. I agree completely with his investment strategy, which takes the emotion and stress out of investing our savings. Marion Labs helped us build an abundant IRA and Dan is taking care of it very well. We are very happy with the growth of our savings.
We believe in Dan, as does our entire family, since they have Dan helping them also, We all highly recommend Dan and his team. – Ron Estep
Wealth Enhancement Group
ADDRESS: 11 SE 2nd St, Lee’s Summit, MO 64063, United States
NUMBER: +1 816-246-9473
SERVICES: Retirement savings consulting, Retirement-related financial consulting, Education savings consulting, Estate planning, Financial planning, General investment consulting, Insurance annuity investment advisement, Investment advising, Mutual and index fund consulting, Financial Plans, Investment Advisory Services, Tax Planning And Preparation
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve leveraged the services of Stephen, Paul, Becca and the team for several years now for our financial advice, tax prep, funding our grandchildren’s 529 accounts, etc. Their business model is based on Christian Values and they live out those values in how they do business. We consider them our Trusted Advisors in all things financial. And they are just great people too! Thanks for taking such great care of us! – Rod Bownds
REVIEW #2 – Wise Wealth has always taken great care of my finances and family. They really care about their clients and have the best team. 10/10 recommend! – Jessica Liberty
REVIEW #3 – Wise Wealth has worked with us for 14 years to develop and execute our retirement plan. The team there also educated us about all of our Medicare options so we could make an educated decision about what was best for us. Thanks to Wise Wealth, our retirement has been anxiety-free. – Hal and Colleen Galbraith
REVIEW #4 – Stephen and his wise wealth team are a pleasure to deal with and are always very professional in their approach to our financial needs. We have been with wise wealth for over ten years and are glad we made the change from our former advisor to W. W. – Donald Carney
REVIEW #5 – Fantastic company. Have invested with them for years. Cannot recommend them enough. They educated me along the way and followed through on everything they told me they would do. – Samuel Noel
Sprouse Financial
ADDRESS: 306 SE 3rd St, Lee’s Summit, MO 64086, United States
NUMBER: +1 816-875-4646
SERVICES: Estate Planning, Estate Preservation, Financial & Retirement Planning Services, Financial Advisors, Financial Planning Consultants, Financial Strategies, Investment Advisory, Investment Opportunities, Investment Planning, Investment Strategies, Planning For Retirement, Registered Investment Advisor, Retirement Account, Retirement Income Plan, Retirement Income Strategies, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Roger has been great advisor as we prepare for retirement. He explains things in a way we can understand. Following his advice has helped financially and brought us peace of mind. – Catherine Moeller
REVIEW #2 – Roger is very detailed to make sure you can make a great decision on the choices of investments he has to offer based on your personal situation. He is highly knowledgeable and we have used him for all our investment needs. – DB
REVIEW #3 – It’s a great place to do business! He has helped our portfolio so much !! They are all so friendly in the office and so much help! – Linda Nalley
REVIEW #4 – Mr. Sprouse and his staff are very Professional and efficient. He spends the time to make sure I understand all aspects of my investments. – Julie Haskins
REVIEW #5 – My husband and I enjoyed a relatively easy and thoughtful review of our investments. He thoroughly explained our investment opportunities. – Carol Lopez
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