4 Best Gold IRA Investment Companies Near Me in Logan, UT – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Holbrook Wealth Strategies | Raymond James
ADDRESS: 1594 N 160 W #110, Logan, UT 84341, United States
NUMBER: +14359153396
SERVICES: Retirement Planning, Legacy Planning Strategies, Wealth Management, Asset Management, 403(b) Rollover, Traditional IRA, SIMPLE IRA, Bonds, ETFs, Educational Savings Planning, Investment Planning, Estate Planning Strategies, 401(k) Plans, 401(k) Rollovers, Roth IRA, SEP IRA, Annuities
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 worked with the owner of Holbrook Wealth Strategies Eric Holbrook for many years. Not only has he been an advisor I have been able to trust, he has been a great resource for my children as they have graduated from High school and started young families. He has counseled them about investing early and set up investment accounts for them. Eric has always been available whenever I have had questions and been an advisor I can count on to help me with any needs I have when investing. – Marilee Cole
REVIEW #2 – I’ve known Eric for many years. He’s very professional and knowledgeable. He cares deeply about doing the right thing for his clients. I can highly recommend Eric Holbrook for all your financial planning needs. – Matt Holbrook
REVIEW #3 – Working with Holbrook Wealth Strategies has given me confidence and clarity around my financial planning. They are professional, responsive, and take the time to explain strategies in a way that makes sense. It feels like a true partnership, and I highly recommend them to anyone looking for trusted financial guidance. – Holly Holbrook
REVIEW #4 – I have been SUPER impressed with Eric as my financial advisor. He set up some things for me and he explained things very clearly (I’m not a financial expert) and in a way that I could clearly understand. We spoke for quite some time about what options were best for me and what was going on in the current market. His office has been phenomenal in staying in touch and keeping documentation current. His office staff has been so polite and helpful, which is refreshing! – Bre Jacobsen
REVIEW #5 – I’ve worked with Eric at Holbrook Wealth Strategies, and I can confidently say that he genuinely cares about helping people succeed. He takes the time to understand your goals, explain your options, and create a plan that is tailored specifically to you.
One of the best ways I can describe what Eric does is that he’s like a farmer for your finances. A farmer doesn’t plant seeds one day and expect a harvest the next. He prepares the ground, plants carefully, protects the crop, remains patient, and consistently does the little things that lead to long-term growth. Eric approaches finances the same way. He helps you build a solid foundation, make wise decisions, stay the course, and create a plan designed for the future rather than chasing quick results.
Eric is knowledgeable, trustworthy, and always willing to answer questions. If you’re looking for someone who truly wants to help you build long-term financial security and freedom, I highly recommend Holbrook Wealth Strategies. – travis leavitt
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Adams Wealth Advisors
ADDRESS: 701 S Main St Ste 400, Logan, UT 84321, United States
NUMBER: +14357521702
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Advanced Tax Planning Strategies, Asset Protection Planning, Customized Retirement Solutions, Estate Planning Services, Investment Management Services, Investment Portfolio Optimization, Investment Strategies, Multi-Generational Wealth Planning, Retirement Income Planning, Retirement Planning Consulting
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I have been working with Adams Wealth Advisors for about a year now, and we couldn’t be more pleased with our experience. Their team is highly knowledgeable when it comes to investing, but what really sets them apart is the personal touch they bring to every interaction. The way they connect with clients is second to none.
Their integrity and expertise gives us complete confidence and peace of mind. It’s rare to find a firm that combines this level of expertise with such genuine care for their clients. We feel fortunate to be working with Adams Wealth Advisors and highly recommend them to anyone looking for guidance they can truly trust. – Mike Luper
REVIEW #2 – Stellar, and I don’t say this lightly. Rock solid and above average performance. Responsive and on point staff.
There are a lot of people trying to compete in this game and haven’t produced near the results (nor have the knowledgeable staff) that Adams Wealth Advisors has. I’m going to be blunt in saying that the one or two bad reviews here seem to have nothing to do with this actual business or the performance that Adams Wealth Advisors produces for its clients. – Eric Cantwell
REVIEW #3 – I only have good things to say about the team at Adams Wealth Advisors. It’s obvious they care about their clients and pay close attention to detail. Great group of people! – Garrett Kite
REVIEW #4 – I have been investing for over fifty years. For the last twenty years I have been with Adams Wealth Advisors and they have given me my best investing experience by a very long shot. – James C. Cantwell
REVIEW #5 – LOVE ADAMS WEALTH! they have helped me and my husband get a great start to our marriage financially wise. – naomi&aubs Naubs
Choules Financial
ADDRESS: 491 N Main St, Logan, UT 84321, United States
NUMBER: +14352480475
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Annuity And Life Insurance, Indexed Universal Life Insurance, Investment Advisory Services, Retirement Planning, Retirement Strategies, Wealth Advisors, Wealth Management 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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been with Devin and his team for about 5 years now and couldn’t be happier! Devin got us on track after years of no planning hoping that we could retire by the time we were in our 80’s. We meet with them every few months and they never charge us for consultations. (They make their money from the investments). Our money is now working for us and with the monthly returns and social security we were both able to retire. (at age 69 and 71). I would highly recommend meeting with one of them and put your financial planning in their hands! – Patsy Law
REVIEW #2 – We have been with Devin and his team for over a decade. The best thing about Choules Financial is that every person there really listens. They do not try to push products just for a commission. Devin, Abby, and Ashley are fantastic to work with. – Connie Young
REVIEW #3 – We have been with Devin and the team for a few months now and could not be happier. Our biggest worry and the largest unknown was always “is it enough or will it ever be enough”? They have given us the confidence that there is a light at the end of the tunnel. It’s is comforting to see it all in black and white instead of relying on conventional wisdom. Additionally, they have given us great advice and help with my father-in-law and his financial situation even though he is not their client. When it comes to this stuff, Devin is the smartest man in the room. We are well taken care of and they take the time to meet with us often. – Richard Bigler
REVIEW #4 – Choules Financial has been there for us when our world crashed and we physically lost our home to a slide. Devan’s team stepped in and guided us all the way with their financial insights. Their help and friendship is so wonderful. We recommend them to all our friends. – Denise Poulsen
REVIEW #5 – Our experience proved that Devin and his team offer a complete 5 part financial framework for removing the guesswork from retirement. They also offer ongoing support as the income tax landscape changes to insure you don’t overpay taxes. We’re excited about our retirement strategies and being able to say “YES” to many enjoyable experiences. – Mike and Dottie Burnett
Tencap Wealth Coaching – Financial Advisor
ADDRESS: 50 W 700 N Ste 100A, Logan, UT 84321, United States
NUMBER: +14352275854
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Investment Management, Wealth Management Plan, Private Wealth Management, Social Security Planning, Generational Wealth Planning, Tax Efficient Investments, Tax Optimization, Portfolio Management, Risk Management, Cash Flow Management. Written Financial Plan. Wills & Trusts, Social Security Maximization
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 – Dalton has been an absolute life saver! We are self-employed and Dalton helped us to create a financial system that takes into consideration our company and personal finances in a way that is already allowing us to build wealth. In addition to that he has helped us set up assurances so that our money goes to the right place in the event of an emergency. It’s been fantastic working with Dalton – 10/10 recommend! – Jacob Howell
REVIEW #2 – Deciding who to work with as a financial advisor can be an extremely stressful decision. Choosing Dalton was the best decision our family has ever made. He makes us feel like we are his only client, he always makes time to get on a call with us, is so easy to get ahold of through email, and always follows up on any action items. The support Dalton has offered us has helped us reach our short-term goals and know we are on the path to reaching our long-term goals. We cannot recommend him enough! – Laria Ursenbach
REVIEW #3 – I cannot say enough about this business. I was considering retiring this year and Dalton helped assure me that I could do it!
I never would have been brave enough to make this decision without his advice.
The ladies in the office deserve the highest accolades as well.
If you don’t have someone to help you manage your finances, these are the folks! Look no further.
Thank you Dalton!! – Char. Barney
REVIEW #4 – Dalton’s guidance has been instrumental in securing our financial future. His strategies, responsiveness and clear communication have created an atmosphere of trust and collaboration. We’re thrilled to have found our long-term financial advisor! – Morgan Litchfield
REVIEW #5 – I originally chose Tencap because of the positive reviews and because they are fiduciary advisors. I worked with Dalton, who explained everything clearly and thoroughly. I never felt pressured to do anything that I didn’t want to do. I feel confident about the next steps in my financial future. – Cameron Gleed
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