4 Best Gold IRA Investment Companies Near Me in Marietta, GA – Retirement Planning Services
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Third Act Retirement Planning
ADDRESS: 3225 Shallowford Rd Ste. 330, Marietta, GA 30062, United States
NUMBER: +1 770-971-2888
DESCRIPTION FROM BUSINESS: Third Act Retirement Planning assists recent Christian affluents in making wise financial decisions. Founded in 2000, their Sudden Wealth Steward System guides clients through navigating a financial windfall from a biblical perspective.
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’ve been looking for a trustworthy financial advisor to collaborate with for many years and am so happy to have the pleasure of working with Tommy. Communication is a high priority. He’s not afraid to get into the details of things like insurance and taxes. I’m so thankful for his long-suffering patience and wisdom which he’s shared! I also like that he uses scriptural principles as a foundation. –
Emory
REVIEW #2 – I sought out Tommy as my financial advisor years ago and have been using him ever since along with my husband. Both myself and my have been very satisfied with his advice and financial counsel this entire time. I highly recommend him. – Leslie Alford
REVIEW #3 – Tommy helps me manage my mother’s finances, and has been attentive and responsive in helping us achieve long-term goals. He has taken the time to get to know us and genuinely cares for our financial longevity. – Katy Swilley
REVIEW #4 – My husband and I have worked with Tommy for 20 years. His guidance and knowledge has been very helpful in our financial decisions in achieving our goals. His experience has provided us with peace of mind and security. – Linda Miller
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Wiser Wealth Management, Inc
ADDRESS: 125 Church St #220, Marietta, GA 30060, United States
NUMBER: +1 678-905-4450
DESCRIPTION FROM BUSINESS: Wiser Wealth Management is a fiduciary financial advisory firm committed to providing tailored financial advice to help clients achieve their goals…
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 – Wiser Wealth Management truly delivers white glove service to their clients. They are very organized in their approach to evaluating your financial situation and goals. Their follow through is impeccable. I was impressed by how knowledgeable and thorough they were, and they addressed not only the questions I had, but gave me helpful information about issues I hadn’t thought to consider. I left my client meetings with Financial Advisor Michaela Dowdy feeling clear about next steps and confident that I had made the right decision in retaining this firm. – Gloria Miranda
REVIEW #2 – We Highly recommend Wiser Wealth Management for ALL your Wealth Planning needs for sure. From the first call to Casey to the intro to Shawna. Shawna holds a wealth of knowledge from of ALL aspects of wealth Management with the credentials to back it up. With the years of experience, she exudes excellence. She’s a great listener then she acts on everything that she goes over. We feel the trust you should have with a wealth manager vs someone just wanting your money for their commissions. Make an appointment with her today you make a decision. With her CPA background it’s paramount to have someone that has your back and look out for you. Taxes will make or break you. – Steve Edwards
REVIEW #3 – I switched over to Wiser a little over a year ago. Mainly because of Shawna Theriault who I had worked with when I used another firm. The service my wife and I have received from Shawna and the Wiser team has been nothing less than outstanding. They are always readily available, professional and helpful. Of course it also helps that my returns have increased significantly since going with them. At this point in time I wouldn’t trust my financial retirement to anyone else. – James Padgett
REVIEW #4 – Wiser Wealth is very attentive to clients. I love that they are not all about the bottom line, they are about doing what is best for their clients. They’ve done a great job for me. I also love their podcasts and YouTube videos. I listen to most of them. Even if they don’t seem to apply to my situation I sometimes learn things that do in fact apply to me. Thanks to you all! – LuAnn Boyanton
REVIEW #5 – We have been with Wiser Wealth Management for many years. They’ve done a great job investing our money and growing our portfolio! We always receive fantastic service anytime we have questions or financial needs. They treat us as if we are their only client. We did not fear our retirement years with this company at the helm! – J W KEET
REVIEW #6 – Wiser’s low cost, evidence based, straight forward investment philosophy matches well with my preferences. I find the advisors very knowledgeable and focused on the client’s (my) interest. They have helped me with my transition to retirement and managing my finances in retirement – Frank Mix
REVIEW #7 – We’ve had the pleasure of working with Wiser Wealth Management for over ten years, and we can’t recommend them enough! From the moment my wife and I walked in, the team at Wiser Wealth made us feel welcomed and valued. They took the time to understand our financial goals and provided tailored advice that has truly made a difference over the years.
Their expertise in investment strategies and retirement planning is impressive. As a fiduciary firm we appreciated their transparent approach—no hidden fees, just straightforward guidance. They also run investment risk scenarios which analyze historical data to test your portfolio in the worse possible markets to ensure you will still meet your financial goals.
Overall, Wiser Wealth is a fantastic choice for anyone looking for personalized financial services. If you want a team that genuinely cares about your financial success, look no further than Casey, Missie, Michaela, Tiffany and the team! – Justin Place
Nicholas Wealth Management
ADDRESS: 218 Roswell St NE Suite 200, Marietta, GA 30060, United States
NUMBER: +1 404-890-5606
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been with Nicholas Wealth for while now. We appreciate the fact that David brings in a variety of different investment opportunities especially during this volatile market. David and his team has made recommendations along the way of which some we have decided to use and others we have we have skipped over. Everyone at Nicholas Wealth seems genuine and is pleasant to work with.
– David S.
REVIEW #2 – I have been extremely happy with my experience at Nicholas Wealth Management. David and the other advisors do an excellent job of explaining how their process works and tailoring it to fit my risk tolerance. They did not try to push a specific product, as I have seen from other firms. They ran several scenarios with my financial plan, which was helpful in the decision-making process. The staff is friendly, helpful, and prompt to return my calls. I trust them and am happy with the results thus far! – William Panian
REVIEW #3 – I loved the presentation. It was very informative as to what is happening in the markets, and how other factors such as elections can affect how the markets perform. I enjoyed getting to see everyone at Nicholas Wealth that have guided me in my retirement journey so far. I am very pleased to be a client! 🇺🇸 – Debra Stanley
REVIEW #4 – David has always taken his time to review my investments with me on an annual basis. Not only that but when my grandfather passed away he took time to meet with my grandmother and make sure she understood her financial situation and how to access any money she would need even though it was a very small amount and David didn’t profit anything from helping her. When she passed away David took his time to meet with my mom and make sure any investments were managed properly and that she had a plan for retirement. David knows the markets but most importantly he cares about people and does what he can to help them be successful. – Kenan Knight
REVIEW #5 – We started with Nicholas Wealth by attending a free dinner and we were impressed with what we heard. We scheduled a meeting with Graham at their office to learn more and had several meetings to map out a retirement plan. There are many things that impressed us but probably the number one thing is that they do a complete plan. Graham answered all my questions and I had a lot! We have worked with several different financial advisors over the years but this is the first one that really took the time to explain the plan they proposed and explain risk management as we head into retirement. I have peace of mind now that I did not have before. – Teresa Willis
REVIEW #6 – My wife and I are extremely happy with David and his team. We feel he is really looking out for our best interests in our retirement and financial planning. The staff is top notch, very professional and understanding to our needs and concerns. Happy we went with Nicholas Wealth Management to help us plan our future – Jeff Wyatt
REVIEW #7 – David Nicholas knows the financial markets well and has many valuable industry resources at his disposal to ensure his clients’ portfolios are protected. David is knowledgeable, professional, and personable. He has an excellent support staff who are always helpful and responsive. – Greg Ball
Yeomans Consulting Group Inc
ADDRESS: 61 Atlanta St SE, Marietta, GA 30060, United States
NUMBER: +1 770-427-5227
DESCRIPTION FROM BUSINESS: Excellence in your retirement, Tax and Estate Planning. We help clients retire from those things they don’t like so they can spend time doing those things they love.
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I recently consulted with the Yeoman’s Consulting Group regarding our retirement plans. We were extremely pleased and impressed with the expertise, professionalism, and honesty we encountered with Randy and Layla. They patiently listened to our concerns, thoroughly answered all of our questions, and offered us important and relevant advice. We highly recommend their services. – Kathy Markowski
REVIEW #2 – We have enjoyed working with Yeomans for about five years. They are great to listen to our needs and concerns and we know anytime we need to update our retirement plan, they are right there for us. I highly recommend this firm who has been in the area for 30+years. You will not be disappointed. – Judy Davis
REVIEW #3 – We have been working with Randy, Roxane, Nic and the team at Yeomans Consulting Group for many years. We love their honesty, as well as their commitment to making sure our needs are met, first and foremost. They are extremely knowledgeable, responsive, easy to work with and are really good at educating us so that we can understand our whole financial picture. We highly recommend them and can’t say enough good things about them!! – Mary Dodd
REVIEW #4 – Yeomans Consulting Group has been such a blessing. In addition to their expertise, they very quickly became like a family to us. The entire team has been excellent. – Janine Edwards
REVIEW #5 – I have been a client of Yeoman’s Consulting since Randy was a one man office. In the 35 plus years Yeoman’s Consulting has grown my initial investment. I am comfortably retired thanks to Yeoman’s. – Bettina Surls
REVIEW #6 – Nick, Aaron, Randy and the entire Yeomans team have been very helpful for my wife and I. We met with several advisors prior to choosing them. Doing your due diligence in this step for choosing a firm for financial planning is important so that you would know that you have made the right choice. I took a financial-retirement short course course at KSU that was taught by Nic Yeoman’s. That is where I began to think that they were right for us. And after meeting with them initially, we were sure. My wife felt comfortable with them managing – or should I say “coaching” our retirement phase. And coaching is the right word as there are more than 401Ks, pension funds and investments to consider for a secure retirement. – Barry M
REVIEW #7 – I have worked with Yoemans Consulting Group for the past 35 years and I contribute to them for helping my wife and I to make the right decisions for our retirement today. While the markets have been up and down, Randy’s and Nic’s guidance has been steady and allowed us to build our wealth for retirement. It has been a great help to me as working with YCG has allowed me to fulfill my passion as they have helped me. I highly recommend Yoemans Consulting Group not only because of their integrity and expertise, but it frees you to be a better steward. – Charles Lambert
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