4 Best Gold IRA Investment Companies Near Me in Lexington, SC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Limehouse Financial
ADDRESS: 140 Whiteford Way, Lexington, SC 29072, United States
NUMBER: +1 803-359-2569
SERVICES: Asset Protection, Brokerage Services, Complimentary Consultation, Customized Financial Strategies, Financial Estate Planning, Financial Planning And Investment Management, Investment Advisory Services, Investment Strategies, Long Term Care Insurance, Retirement Estate, Retirement Financial, Retirement Income Planning, Retirement Planning
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 – Both Jonathan and Trip have the greatest financial advice I have gotten in my 62 years of life. With in just weeks I am earning more and will earn even more than I have earned investing. I can also count them to help guide me through the great retirement plan that we have developed for me. – Robert Hutchinson
REVIEW #2 – My initial meeting with Jonathan O’Reilly to discuss what his and Tripp’s organization could do to assist me with tailoring my retirement plan to meet my needs was fantastic! I found him to be very knowledgeable and he’s very good at summarizing my needs as a way of proving he understood them. I was impressed by the way Limehouse Financial structures their plans to protect the investments of their clients and look forward to my follow-up meeting to discuss a potential next step with them. – Rusty Johnson
REVIEW #3 – I met with Jonathan and Tripp to get my road to retirement plan, and feel so much better about my future. As a single woman, I feel I have honest and very knowledgable guidance. I highly recommend this team, I trust them to do the best for me and my financial future. – Amy Windhorn
REVIEW #4 – Outstanding service: they listen well, they formulate a strategy ahead that meets your personal needs and comfort, they offer you the ease to make transactions for you while in attendance, and make the process smooth and easy to implement, and all with expertise that makes you feel comfortable and confident for the future. – Chaz Renick
REVIEW #5 – My husband and I needed to get a will done. Getting started and finding someone to work with was the most difficult part of this adventure. So I attended the free estate planning seminar hosted by Trip and then we worked with Jonathan to complete the will and powers of attorney. This process is fairly painless and all my questions were answered. I feel so much better having this done. – Anne Tidwell
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The Sturkie Wealth Management Group
ADDRESS: 1315 N Lake Dr, Lexington, SC 29072, United States
NUMBER: +1 803-386-0307
SERVICES: Retirement and IRAs, Sector investing, Insurance annuity investment advisement Investment management, Wealth management, Retirement-related financial consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Retirement Income Planning
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had the pleasure of working with Joe Dunat at the Sturkie Wealth Management Group for almost 6 years now and to say that I highly recommend him is an understatement. Joe is knowledgable, professional, patient, and responsive. I have the utmost confidence in his recommendations and his results speak for themselves. I just wish that I could have found Joe and the Sturkie Wealth Management Group sooner. – Mark
REVIEW #2 – I interviewed a couple of wealth management companies and Josip at Sturkie was the one who understood what I was looking for. He is super smart and “I feel” truly knows how to make the most of available funds. My questions, no matter how nominal or frequent, are always answered without pause or frustration. I very happy to have found Sturkie Wealth Management. – Khyrun Rabbani
REVIEW #3 – Several years ago we brought our financial planning to Joe, Stephen and their team. Communication has been outstanding from the very beginning. Joe is always willing to answer any questions in a straight forward and easy to understand manner. The plan we set up years ago has progressed extremely well and in the way we thought it should. We are very fortunate to have Joe and his team in our corner. I have complete faith in them and we are in the best hands possible. – Chris K
REVIEW #4 – I recently received a small inheritance and decided to use this firm to invest. After looking at the background of the financial planners, I decided to try a young new CFP at Sturkie, Brett Swisher. Brett and I discussed my investment goals for the funds. I am not very savvy on investing but Brett spent a lot of time thoroughly explaining proposed investments to me and helped me through those decisions. My funds are growing! I highly recommend your giving Brett a call for investment planning. – Cindy Markwell
REVIEW #5 – We chose Joe to manage our investments based on reviews, and we are really glad that we did! We were relatively inexperienced with investments, but Joe explained everything in a way that was easy to understand. The return on our investments has far exceeded our expectations, and the risk of the investments is low. Joe really does his research and is very knowledgeable about the markets and investment options. Also, he monitors our investments and keeps us informed of any trends or developments. He is very patient with us when we have questions or concerns and is always available to meet with us. We highly recommend Joe Dunat; if we could rate him with six stars we would! – Glenn Holton
Crescent Financial Group
ADDRESS: 416 W Main St, Lexington, SC 29072, United States
NUMBER: +1 803-399-2000
SERVICES: Financial And Retirement Planning, Financial Planning For Business Owners, Group Retirement Plans, Income Planning, Individual Investing, Individual Retirement Accounts, Individual Retirement Plans, Pension Plans, Retirement Investing And Distribution Strategies, Retirement Savings Plans
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 – Gary is very knowledgeable with many years of experience. When my husband and I met with Gary, he took time to explain everything to us and was very thorough. He listened to our wishing and also concerns and helped us make the right decisions for our financial futrue.
I highly recommend Gary and his staff. They are awesome and make you feel like family. – Jennifer Mauldin
REVIEW #2 – Gary makes sure we stay focused on our future goals by calling us in for regular reviews and encouraging us to invest to the max. I really appreciate it when someone is willing to take the time to explain things clearly to amateur me. Gary answers my “stupid” questions while avoiding making me feel stupid 🙂 – Julie Burgess
REVIEW #3 – Gary has done an excellent job handling our finances. We also started a 529 education plan for our grandson with Crescent Financial. We know we are in good hands now. In the past, we had someone that really didn’t look out for our future. That is no longer the case. – Andrea Parnelle
REVIEW #4 – Gary is very knowledgeable and has years of experience in his field to back it up. He listens to you and helps you make good decisions for you and your family’s financial future. – J. Collins
REVIEW #5 – I have worked with Gary and his team since 2016. They always go above and beyond! Gary is very knowledgeable and thorough with acting in the best interest of his clients. – Matt Carter
Brightworks Financial Planning LLC
ADDRESS: 203 W Main St Ste c1, Lexington, SC 29072, United States
NUMBER: +1 803-727-8782
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Planning And Investment, Financial Planning Services, Investment Advisor, Investment Advisory Services, Planning Services
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 – Amazing financial advisor. So much so that I was on the phone with the customer service line for the financial advising company I was leaving, and the guy on the phone said “your new financial advisor is great, he asks great questions.” We are so thankful for Forest! – Devi Walters
REVIEW #2 – Forest is highly capable and well educated in his field. Who Forest is as a person, in addition to his effective approach, instills confidence within the client to make successful transactions. Highly recommend! – Chad Maier
REVIEW #3 – Once you meet Forest, you get a sense of calmness and integrity about him. My wife and I have felt comfortable with the financial advice he has shared with us. I would highly recommend scheduling a meeting to discuss setting your financial plan motion and letting Forest guide you through the years. – Jody Mills
REVIEW #4 – Brightworks has really helped us establish and maintain our financial planning goals. They have helped us understand the process and explained to us the hows and whys. Communications are great and if we have any questions we can get immediate help. I would highly recommend them to help with your financial goals! – Greg Pound
REVIEW #5 – We have been relying on Brightworks for our financial planning since 2017. We have found the personal attention coupled with state of the art planning tools extremely valuable to help us understand the financial landscape of our lives and future retirement. Much thanks to Forest and Lori for helping set a solid course for our financial future. – Lillian Stover
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