4 Best Gold IRA Investment Companies Near Me in Louisville, KY – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Tony Walker Financial
ADDRESS: 8303 Shelbyville Rd, Louisville, KY 40222, United States
NUMBER: +1 877-499-9255
DESCRIPTION FROM BUSINESS: Tony Walker Financial is dedicated to helping individuals achieve a “WorryFree Retirement®.” With over 40 years of experience, Tony Walker and his team are fiduciaries committed to guiding savers through personalized financial 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Thank you Tony and staff for making our retirement plan so easy to decide on. We love our “mailbox” checks and appreciate the knowledge and communication we receive any time we need it from your office! We are very pleased with your services and thank you for allowing us to join the Tony Walker family. I personally appreciate you following God’s plan above all! It’s so nice to finally enjoy the “good bacon”! If you don’t know what that means, call Tony! – Patty Jarboe
REVIEW #2 – I would recommend Tony Walker and his staff to anyone that wants a retirement planner. He is the best my husband and I have ever worked with. He made us feel totally confident and able to sleep at night. We worked with several advisers but none with his knowledge and expertise. We love Tony Walker!! – Marlina Vick
REVIEW #3 – My husband and I been clients of Tony Walker Financial for the last seven years. Tony and his staff are very professional. He and his team are very tentative to your personal financial questions and concerns. They’re very efficient in providing prompt responses regarding our individual inquiries! I would highly recommend anyone planning for retirement or retired to consider contacting Tony Walker Financial!!! – Sheila Smith
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Family Wealth Planning Partners
ADDRESS: 3012 Eastpoint Pkwy, Louisville, KY 40223, United States
NUMBER: +1 502-200-5210
DESCRIPTION FROM BUSINESS: Planning for your financial future has never been simpler than working with Family Wealth Planning Partners. We’re a financial institution helping people create personalized financial plans to leave a lasting legacy…
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 – My husband and I have worked with Eric for almost 2 years now and he has done an amazing job managing our resources. We have been retired for more than two years and he guides us through the planning process and helps us make sure we have our funds in the best location for our goals. He is very easy to work with, and talk with and listens to what our needs are. We highly recommend Eric. – Helen Sims
REVIEW #2 – Nice friendly, comfortable environment! Eric manages our account with us and keep us abreast of changes and trends in the market. He regularly schedule to meet for updates where we discuss long term goals. They even have a pod cast where insightful knowledge is shared. We have been with Family Wealth Planning for several years with no complaints. – Roscoe Webb
REVIEW #3 – Chris and his team always make you feel comfortable and speak on a level you can understand. The way they articulate their thoughts in communicating your financial future is second to none. They have given us a beyond the expected comfort level in an area that can be very stressful. – Bill Cahill
REVIEW #4 – Just the word “Family” in the name of the business lets you know their focus. They will help you determine your goals and formulate a plan for you to reach them. FWPS has helped us make decisions on investments and we have watched them grow. They have been there to answer all our questions. A wealth planning company must promote confidence. Family Wealth certainly does that. – Tom Schmitt
REVIEW #5 – My husband and I started using Family Wealth Planning Partners as we neared retirement. Aaron McAndrew has worked closely with us as we navigated into retirement. We meet with him regularly, and there has never been a time he wasn’t 100% knowledgeable about the inner workings of our accounts. I would highly recommend Aaron and the team at Family Wealth Planning Partners. – Lee Ann O’Hara
REVIEW #6 – Very professional, thorough, and personable! It is a pleasure to work with FWPP! We have great peace of mind with such knowledgeable people on our team to plan for the future! – Stephanie Sparks
REVIEW #7 – Eric has done a great job with our money invested. I like that they are independent and not selling large bank cookie cutter portfolios. He takes time to review with us his strategies and he has a great financial vocabulary. A true visionary – Chris Akers
REVIEW #8 – I highly recommend FWPP! They offer knowledgeable, informed, and caring financial services tailored to our family needs and goals. They are trustworthy advisors who have proven themselves to us through years of service. – Dr. J David Chrisman
REVIEW #9 – This group is very knowledgeable and able to Provide assistance with preparing us for our retirement And anything additional that we have needed. We are looking forward to continuing our relationship with this group. – Kathy Zawisa
Commonwealth Capital Management, LLC
ADDRESS: 10503 Timberwood Cir #205, Louisville, KY 40223, United States
NUMBER: +1 502-420-9912
DESCRIPTION FROM BUSINESS: Commonwealth Capital Management helps our clients cast a vision for their future and equips them with the tools to get there. Whatever lies across the horizon, our financial advisors guide our clients with wisdom and experience…
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We couldn’t be happier with the guidance and support we’ve received from Scott and his staff. Their expertise, responsiveness, and genuine care for our financial well-being have given us confidence and peace of mind. We highly recommend Commonwealth Management and heir services to anyone seeking trusted financial advice. – Fawn Ward
REVIEW #2 -Whitney has been a delight to work with. She listened to my goals and budget and has brought me more confidence in my future. In this world of the others saying, I can do this, I can do that with a fake smile. It was a relaxing experience and look forward to a long relationship. – Steve Echsner
REVIEW #3 – I consider the folks at Commonwealth Capital management Friends, who happen to manage my retirement account. Do you have your financial advisor‘s personal cell phone number? I think that says it all. – Little Timmy
REVIEW #4 – I was intimidated initially to reach out to a financial advisor but Scott at CCM quickly put me at ease. He walked me through the process and patiently answered all my questions over a phone consultation. By the time we met in person a few days later I was completely comfortable and convinced I had the right company to handle my 401k rollover. It’s been a great experience and highly recommended Scott Richardson and Commonwealth Capital Management. – Penny Moore
REVIEW #5 – Scott and his sons have always gone above and beyond for my family and our financial needs. They are responsive and easy to talk to and make you feel like a member of the family. We started out with small accounts but Scott never made us feel small. We always have gains with our investments and have been extremely pleased for the last five years. His other associates also have helped us secure life insurance and set up LLCs. I trust the other people Scott refers us to because he has worked with them for a long time and all have been extremely helpful with big life decisions. I highly recommend CCM. – Alexandria Pruitt
REVIEW #6 – Scott Richardson has managed my investments for many years. He is always accessible and easy to reach if I have questions about things. He has done a great job especially over the past two years with the market being so volatile. I have referred several friends to work with Scott and all of them have been pleased too. – Chris Jaggers
REVIEW #7 – Scott Richardson has managed my investment assets for 35+ years. In fact, Mr. Richardson has been providing financial advice to multiple members of our family for decades. We established goals and made adjustments as life changes took place. When it was time to consider my retirement, he and his valuable in-house network of specialists assisted with the various decisions to be made. I have full confidence and trust in Mr. Richardson and will continue to recommend him to anyone seeking financial advice. His competence and professionalism have certainly been proven time and again over these many years. – Laura Fisher
REVIEW #8 – Ten years ago, after my divorce, I was new to managing my own money. A friend recommended Scott Richardson and I am extremely pleased. He and his staff are very friendly, personable, and always available to help with any questions. It is comforting to know that my investments are in good hands. – Kim Alvey
REVIEW #9 – Our family has had a great experience with Commonwealth Capital Management over the past year. Both my husband and son are also clients, and we’ve all been impressed with the level of service. The team is incredibly responsive and always takes the time to answer our questions—no matter how big or small.
We’ve seen positive financial results in just our first year, and we feel confident in the guidance we’re receiving. If you’re looking for thoughtful, reliable wealth management support, I highly recommend Commonwealth. We look forward to continued success with them. – Megan Franzen
Elder Advisers
ADDRESS: 6511 Glenridge Park Pl #5, Louisville, KY 40222, United States
NUMBER: +1 800-763-7930
DESCRIPTION FROM BUSINESS:
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 – Larry is top notch when it comes to taking care of his customers. Not only is his staff top notch as well but so is the suit and tie!! Give Larry a call for all your trust needs, he’s a straight shooter and will get you taken care of. – Angie Strasser
REVIEW #2 – Larry is amazing!! He is very thorough and he makes sure you effectively understand what is going on and he waste no time getting it completed! I don’t think I could grieve my father properly without what he helped us accomplish. Thank you so much for a peace of mind. – Tara King
REVIEW #3 – Larry and his team have been awesome! He tells you from the first that he is always available and will always answer his phone, and he does. Larry says “I got you” and he and his team mean it. They work like a well-oiled machine. From the first time of walking into their offices, it felt like family. I would never have made it through taking care of both parents, dealing with their finances, getting them into a nice facility and on Medicaid, without their help. They’ve been wonderful! – Rene Jones
REVIEW #4 – I can’t say enough good things about Larry at Elder Advisors. He was incredibly helpful in guiding me through some very difficult decisions regarding my mom’s care and planning. Larry is knowledgeable, patient, and truly goes above and beyond to make sure every question is answered and every concern is addressed. He takes the time to explain things clearly, making the entire process much less stressful. It’s rare to find someone who is not only an expert in their field but also genuinely cares about helping others. I’m so grateful for his support and would highly recommend him to anyone needing guidance with elder care or financial planning for their loved ones – Holli Calloway
REVIEW #5 – Larry and his team guided my mother through the difficult process of preparing end of life legal, insurance, and funeral arrangements when her husband’s health began to rapidly decline. She raved to me about how the Elder Advisors team walked beside her every step of the way. After he passed away, Larry and his team helped her finalize her own end of life arrangements. I anticipate many years with my mom and know, when her end of life approaches, our family will not have to worry about probate or other legal issues. – Eric Brown
REVIEW #6 – Larry and his staff took a ton off our shoulders. We lost dad suddenly and they held our hand helping us find a place for mom and saving a larger amount of my parent’s estate. The most important part was the peace of mind they provided us. – Danny Adams
REVIEW #7 – The staff are all absolutely amazing. The minute you walk in you are treated like family. They care about you and they make you feel so much better than you can ever imagine you could about a difficult situation. They walked side by side with us the entire time and made everything so much better. – Lucy Mattingly
REVIEW #8 – Larry and all of the staff here are wonderful to work with. They help ease any worries and are available to discuss concerns at any time. Thanks to everyone who has assisted our family throughout this situation in life. – Melissa Adams
REVIEW #9 – Elder Advisers were very helpful to us in finding a forever home for my aunt. I couldn’t have done this on my own. Larry and his team are great. Anytime I had a question they always got back to me quickly. Everyone always made you feel like a good friend instead of a client. I highly recommend them.
Autumn was very helpful to us, she went above and beyond assisting us every step of the way!! A big Thank You!!! – Melinda Rabuzzi
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