4 Best Gold IRA Investment Companies Near Me in Lexington, KY – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Legacy Wealth Management
ADDRESS: 2257 Harrodsburg Rd, Lexington, KY 40504, United States
NUMBER: +1 859-296-1200
DESCRIPTION FROM BUSINESS: Legacy Wealth is a financial planning firm dedicated to helping clients achieve financial clarity and confidence through personalized strategies…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – What a great team of advisors and staff. They always go above and beyond to meet your needs. They are most certainly a step above your typical financial advisors – Brianna Hines
REVIEW #2 – I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility. I trust John and the team to make sound financial decisions around the management of my retirement money. And, I always feel like I have access to the team and to John regarding my investment portfolio. Thanks Legacy Wealth Management! – Amy Johnson
REVIEW #3 – John Davis has helped me manage my accounts for several years and he has always been very professional and responsive! I would recommend him to anyone that could use financial advice or management. – David Lusby
REVIEW #4 – EVERYONE at Legacy Wealth Management are fantastic. We trust them with all our retirement planning and they are always available to us. They keep us updated with informational lunches and dinners just to say thanks! They treat us like family. – Celeste Christensen
REVIEW #5 – This team truly cares about educating and bettering the community in any way they can. The services and professionalism Legacy Wealth Management brings to the table are top tier and client’s best interests is always their priority. – Chase Rosche
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Family Financial Partners
ADDRESS: 1792 Alysheba Way Suite 201, Lexington, KY 40509, United States
NUMBER: +1 859-219-1006
DESCRIPTION FROM BUSINESS: Regardless of your current situation, having clear-cut goals can help you work towards future financial security. Saving money and making smart investments now can pay off down the road…
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – David and his team always take the time to make sure they are meeting your expectations. They truly want the best for their clients. They go out of their way to make sure you have a positive experience while visiting with them as well as making sure your accounts are doing the best they can for you. – Sarah Nikirk
REVIEW #2 – Jacob Buckley is awesome he is very knowledgeable and confident in his field and work and has helped me with all of my finances to put me in a better position for the future. I 100% recommend meeting with him or giving him a call to get you on the right track and feel comfortable about where you are financially. Thanks so much Jacob – luke burden
REVIEW #3 – I’ve been with FFP since the company was just Dave, Alex and Greg. Through all the ups and downs, we have made it to my retirement and I’m going forward with full confidence in the future.
It’s great to work with people of integrity who have earned my trust. Thanks Family Financial Partners! – Janis Greene
REVIEW #4 – We sleep well at night knowing David and his hard-working team are keeping us on track toward our goals. Thank you for that peace of mind for 17 years and counting. – Brenda E
REVIEW #5 – Kyrk Davis is an amazing financial planner and person! It feels good to have someone we can trust with our money. You won’t regret opening an account with him! – Chelsea Botsford
REVIEW #6 – Excellent staff of dedicated people that focus on achieving your financial goals. Their knowledge of financial markets is first rate, and they communicate clearly so to keep you informed and build trust in their financial guidance. – Richard P. Stern
REVIEW #7 – David and the entire team at Family Financial Partners are first class — professional, knowledgeable, efficient, deliver results and downright fun to do business with! – Valerie Schirmer
REVIEW #8 – I have been a long time customer of Family Financial & have had nothing but EXCEPTIONAL service, guidance & friendship!! David & Alex have put together an outstanding team & I am pleased to be a customer!! – Janine Rigsby
REVIEW #9 – David and the folks at Family are very thorough and knowledgeable. We appreciate all they do for us. – Dudley Hanks
ABRI LLC Financial Planner
ADDRESS: 333 E Short St Suite 210, Lexington, KY 40507, United States
NUMBER: +1 859-636-6140
DESCRIPTION FROM BUSINESS: Our nationally awarded team specializes in financial planning, wealth management, retirement planning, estate planning, and investment advising. Trust ABRI to handle every detail of your financial future with confidence and precision…
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 – I always appreciate Zack’s insight and expertise. He listens closely to provide his clients with what they want, while maximizing the results as best he can. – Mark Shure
REVIEW #2 – Nick Pidoorodetskiy is amazing. He is on top of the game and a man of integrity. Super knowledgeable and will help you save money. – Grant Hardwick
REVIEW #3 – I’ve had the pleasure of working with Zack at ABRI for several years. Zack has a remarkable ability to break down complex financial concepts into clear, easy-to-understand explanations, all while ensuring my personal financial goals remain the priority. Through his guidance, I’ve gained valuable knowledge on managing both personal and family finances and how to best plan for the future. I highly recommend ABRI for anyone looking for a knowledgeable and supportive financial advisor. – Amanda Berzins
REVIEW #4 – Logan Johnson was great to work with. We went through everything, and he equipped me with a great mental model for how I can be assessing my business, and my personal investments. I feel like I have a legitimate plan now that I can execute on. Thank you, Logan! – Brad Yaun
REVIEW #5 – Morgan Murray took the time to understand my financial needs and goals without judgment in our consultation. The financial planning process was explained clearly and patiently. What sets Morgan apart is her genuine care and honesty. It felt like having a true partner in navigating my financial questions. – Christina Hall
REVIEW #6 – My accountant referred me to Abri and I’m so glad he did! I’ve been working with Nick and he has been great! I’m a small business owner and needed help with retirement planning and financial business planning and the entire experience so far has been seamless and very customer service focused with great communication! I look forward to continuing to work with them moving forward! Highly recommend! – Andrew Kiper
REVIEW #7 – Been with ABRI for a while now and they have been a huge help in getting us on track for the things life throws at you. Zack has been super helpful and honest and is always willing to answer questions when we have them. I definitely recommend – Kevin McGrady
REVIEW #8 – We have had an excellent experience with Abri. Our advisor, Nick Pidgorodetskiy, is extremely thorough, professional, and genuinely cares about his clients. Their approach is holistic in how finances touch all aspects of our life. Nick has helped us tremendously, providing coaching in everything from clear goal setting to how to protect the assets we develop. I cannot recommend them highly enough. – Joran Fuller
REVIEW #9 – Zack and his team are experienced, knowledgeable, honest, and wonderful to work with, especially our guy, Nick Pidgorodetskiy. From our first meeting, he took the time to understand our financial goals and created a personalized plan that was practical and achievable. He explained complex concepts with patience and clarity, making sure my wife and I both feel confident about every decision along the way.
We also appreciate his ongoing support and responsiveness. Whether it’s a quick question or a major life change, he’s always available and proactive in helping us stay on track to keep our financial future secure. I highly recommend ABRI to anyone looking for reliable, expert financial guidance. – Paul Dorosh
Strategic Wealth Designers
ADDRESS: 2716 Old Rosebud Rd UNIT 180, Lexington, KY 40509, United States
NUMBER: +1 859-207-1501
DESCRIPTION FROM BUSINESS: Strategic Wealth Designers is an independent financial planning firm serving Lexington, KY. Our certified financial advisors offer fiduciary retirement and wealth management advice. Let us handle all of your retirement planning, financial advising, and investment strategy needs.
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 staff at SWD have exceeded my expectations and I highly recommend them to handle your financial planning. I was with a national advisor firm with offices in New York, but I switched to SWD because they had local offices and I was able to meet with someone face-to-face. I have attended many of their regular scheduled informational events (catered) where I have learned the what’s and why’s of financial planning and then given the opportunity to meet one-on-one with a specialist making sure I am best prepared for my retirement years. I made a great decision when I switched to Strategic Wealth Designers. – Tom Riley
REVIEW #2 – SWD has been what I have needed for my long term (and some short term) money management. Frequent updates on account status, reasonable recommendations with a clear path forward…and all with a very flexible schedule to meet one-on one. My most recent example…Rob called me and asked if I had any questions about how my account was doing. Now I don’t have what I would consider “big money” with them, but when I asked if he could meet me on a Saturday morning…and he said yes…I was most impressed. We met and I was the only client in the place. That is what I call service. We spent 45’ or an hour talking things over and I left with confidence all was good. Solid plan moving forward and I had no concerns about the ability to retire both when I wanted with resources needed. – Jeff McKinnery
REVIEW #3 – What a great experience working with the Strategic Wealth team. The team in the Cincinnati office showed us where we were over spending in fees and services with the other investment corporation and Strategic Wealth showed us how they could not only reduce our fees and cost but also strategically improve on our long range goals with our financial investments. The things that have been important to us are the way they keep us informed on what decisions they are making for us and the way they work with us when I request information on our accounts. – Karl Oakley
REVIEW #4 – Personalized retirement planning based on my needs; ongoing check in and status updates; highly recommend – Mary Osborne
REVIEW #5 – Working with Thomas has been great. I felt comfortable here, and felt that SWD had my best interests in mind. – John Bartlett
REVIEW #6 – I have been with SWD for 18 months and am well satisfied with the company. – Robin Cox
REVIEW #7 – I have had a great experience with Strategic Wealth Designers. And would recommend to friends – Jim Ginter
REVIEW #8 – After several years of trying to make all the decisions relating to savings and retirement planning for my wife and myself, I lately have seen the need to get some help. Strategic Wealth Designers has been just what the doctor ordered in our case. Though we don’t have a substantial amount of assets, they have taken our concerns seriously, patiently responded to our questions, and even reached out to us to make recommendations for things we hadn’t previously discussed or considered.
I offer my hearty endorsement of Josh Smith and others in the firm with whom we’ve met or chatted. These are crazy times and the market can be brutal. It’s a matter of no small comfort that there is someone who has your back and is capable of navigating through it. – Bob Johnson
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
