4 Best Gold IRA Investment Companies Near Me in Little Rock, AR – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Red Dog Investment Group
ADDRESS: 13024 Stacy Ln, Little Rock, AR 72211, United States
NUMBER: +1 501-319-7457
SERVICES: Comprehensive Wealth Management Plans, Corporate Retirement Plans, Investment advising, Retirement savings consulting, Wealth management
STORE 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 – Working with Andrew has been one of the best decisions we’ve made. From our very first meeting, he took the time to really get to know our values and long-term goals. We always feel heard and supported when asking questions. His advice is clear and thoughtful, which has given us so much confidence and peace of mind. We’re incredibly grateful and would recommend him without hesitation. – Alyssa Forbess
REVIEW #2 – I’ve known Annie and Andrew for over a decade, and they’ve always taken great care of my whole family. They’re highly professional and knowledgeable, and I highly recommend them for all investment and financial planning needs. They’re always accessible and go above and beyond to make sure they’re providing the appropriate resources for the given situation. – Michi Forbess
REVIEW #3 – Andrew is extremely professional, communicative, and knowledgeable. He always has his clients’ best interests in mind. You will never be disappointed when you hire him as your financial adviser! – Andrew Yu
REVIEW #4 – Andrew is a trusted advisor, when I have any questions on the future of my finances and my family’s finances. He is able to break down and convey the intricate and detailed ways he is using my finances to further my family’s success. – Caleb Cooley
REVIEW #5 – They are very knowledgeable and have gone out of their way to help me in numerous situations. I would highly recommend anyone looking for a financial advisor or investment advice to reach out to Annie or Andrew at Red Dog Investment Group! – Camden Shaw
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Meridian Investment Advisors
ADDRESS: Meridian Investment Advisors
NUMBER: +1 501-663-7055
SERVICES: Company Retirement Plans, Comprehensive Wealth Management, Employed Retirement Plans, Registered Investment Advisory, Retirement Accounts, Retirement Investment, Retirement Strategies, Senior Investment Advisor
STORE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Pat Moon with Meridian Investment Advisors has been an incredible partner in helping me plan for retirement and manage my wealth. Their team took the time to understand my goals and created a clear, personalized strategy that gives me real peace of mind. I’ve seen strong, steady progress and always feel supported and informed. Highly recommend for anyone serious about their financial future. – Market Place
REVIEW #2 – They take time to educate clients and build genuine relationships. The staff is knowledgeable, responsive, and truly cares about helping achieve financial goals. Great to work with local professionals who understand our community. Highly recommend for anyone seeking trustworthy financial planning services. – Shea Mathews
REVIEW #3 – Pat Moon and his staff have done a great job with our company’s retirement fund. Thank you from the T&H team! – Howard Hurst
REVIEW #4 – These guys are great! Pat will give you the ability to retire! Do yourself a favor and invest today, don’t wait!! – joe murdaugh
Aptus Financial
ADDRESS: 2 Van Cir Suite 4, Little Rock, AR 72207, United States
NUMBER: +1 501-907-1993
DESCRIPTION FROM BUSINESS: Aptus provides flat-fee, advice-only financial planning services for early-career physicians and other young professionals across the country. Aptus also delivers high-impact corporate financial wellness programs and retirement plans for companies and organizations.
STORE 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 – We have had the pleasure of being Aptus clients for several years, and our experience with Xu Xu has been nothing short of exceptional. As a newly retired couple, we were initially apprehensive about managing our investment portfolio, but Xu’s unbiased financial guidance and recommendations have given us confidence and a better understanding of how to manage our finances as we embrace these “golden years.” We genuinely feel fortunate to have such a caring and knowledgeable professional by our side. I will add that communication has been excellent throughout our years with Aptus, and more particularly with Xu. We are very happy clients. – Susan Lowe
REVIEW #2 – Have been working with Aptus since 2020 and have recommended them to numerous family members and friends. We work with Matt Duncan – he helped us set up a financial plan to keep us on track and we have been very happy with the service. Would highly recommend! – Jared Klein
REVIEW #3 – We’ve had a wonderful experience working with Aptus (specifically our advisor Matt). We have tried other financial advisors and finally feel like we are where we need to be. We feel the advice they give us is unbiased and truly in our best interest due to the fact they charge a fixed fee and do not work on commissions or charge based on percentages. Unlike other firms, Aptus teaches you how to understand and handle your own finances.
Matt took the time to understand our goals, explain complex topics in a way that was easy to follow, and helped us create a solid plan for both our short-term needs and long-term future. Thanks to his guidance, we feel much more confident about our finances and the steps we’re taking.
If you’re looking for a trustworthy, knowledgeable, and approachable financial planner who genuinely cares about helping clients succeed, I couldn’t recommend Aptus enough! – dmun05
Oak Crest Wealth Management
ADDRESS: 705 Main St, North Little Rock, AR 72114, United States
NUMBER: +1 501-244-9089
SERVICES: Asset Management Specialist, Create A Financial Plan, Estate Planning, Portfolio Management, Registered Investment Advisor, Retirement Investing
STORE 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 – Clark has done so much for us . He is just unbelievable He not only takes care of our money but us personally. He told us about the Homestead Act that saved us hundreds .
If you’re looking for a financial advisor that cares for you and not himself, Clark is your man. Him and Alex are so wonderful to work with we just love them ! – orlena Neargarten
REVIEW #2 – We have been using Oakcrest Management for over a year. I like the informative meetings. There were so many things we didn’t understand, but Clark Johnson was very patient and walked us step by step. We have been very pleased with the service. Everyone is helpful and courteous. – Margaret Taylor
REVIEW #3 – Clark is extremely knowledgable when it comes to investments and helping you reach your financial goals. He presents everything in a super clear and informative way. He is always available anytime I have a question. I also appreciate that he lets you be as involved as you want to be with your investment portfolio. The Argenta office is a super cool spot and the entire Oak Crest team makes me feel so welcome every time I am stop by the office. If you are someone who prefers to be actively involved with your investments or if you need the extra guidance call Clark! – Phillip Bridges
REVIEW #4 – We’ve used Clark’s services for 10 years – he and Alex are consummate professionals! Financial future isn’t something anyone should take for granted – at 60 people are either dead or … make the right choice and invest today so when the inevitable time arrives you’ll be grateful you took the time to invest in your future. Clark, Alex – thanks for all you do! – Robert “The Old Rucker” Cossel
REVIEW #5 – Clark Johnson has been my Financial Advisor for many years. He has always listened to my needs and planned financial strategies accordingly. He stays up on market trends and offers advice based upon these trends. Lastly, he’s accessible. I know that I could call him right now and he would pick up or call me right back. It’s nice knowing you have a Financial Advisor that you can depend on! – Lezlie Young
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