4 Best Gold IRA Investment Companies Near Me in Mcdonough, GA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Carolyn W Fraser, CFP®|AAMS®|CRPC™
ADDRESS: 380 Keys Ferry St, McDonough, GA 30253, United States
NUMBER: +1 770-288-4151
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 – Carolyn provided outstanding financial advice to me and my husband during the introductory consultation. We did not quite meet the requirements for assets and new clients but it is my hope that we soon will. Although we did not meet her criteria; the information she provided was extremely helpful, professional, and personable. I would highly recommend her services if you need any assistance with financial planning and or investment options. Thank you. 😊 – Felecia Houston
REVIEW #2 – I’ve been working with Mrs. Fraser for several years and she’s an awesome representative. I wouldn’t trust my investment with no one else, she has my son and I best interests, she answers all my questions as well as concerns. I HIGHLY RECOMMEND HER SERVICES OUTSIDE OF YOUR REGULAR EMPLOYMENT 401K. – Nicole M.
REVIEW #3 – Love working with Carolyn as she has been an excellent tour guide through the world of investing. Knowledgeable, patient and helpful. – Sherri Katafias
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F5 Financial
ADDRESS: 70 Macon St, McDonough, GA 30253, United States
NUMBER: +1 888-454-1086
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Investment Accounts, Investment Advice, Investment Advisor, Investment Advisory Services, Investment Portfolios, Pension Distribution, Personal Financial Planning Services, Personalized Investment, Portfolio Management, Retirement Funding, 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 – We have come a long way with Josh!!! My husband was mowing the grass over 15 years ago and Josh was out putting flyers in mailboxes. My husband was very impressed and when I met him I was too!! We’ve been with Josh ever since and he has guided us from both of us working to both of us being retired and never being worried about our finances. We know we’re in good hands!!! – Nancy Crass
REVIEW #2 – F5 and Josh Duncan have been nothing short of amazing. Even though we live in Georgia, the F5 team keeps in contact in a way that makes us feel like they are local. Josh has a great way of making the complex seem simple. We are totally satisfied. – Brian Fellows
REVIEW #3 – Before we started working with Josh, we worked with an advisor that didn’t have great follow-up and didn’t seem to place much importance on us. But working with Josh has been great – he has a lot of financial planning knowledge and I have always been happy with his management of our portfolio. I like working with Josh because of his client service, his compassion, and how he understands the importance of family when it comes to financial planning. If you are looking to gain some Financial Freedom led by someone that values Faith, Family and Friendship, you need Josh and F5. – jdobbs88
REVIEW #4 – We decided to hire a financial advisor because we needed help with education planning, estate planning, and making sure our son was protected. We’ve worked with Josh for about 8 years now, and even followed him from his previous employer. From the start, Josh always made us feel like we were worth his time, and he explained things in a manner that made our finances easy to understand. It was also important to me that my son be financially savvy. He recently joined the Marine Corps and Josh has helped him set up his retirement and navigate his finances. I appreciate Josh’s straightforwardness and honesty, and I feel very secure with him handling our financial planning. If you need a financial advisor, I highly recommend working with Josh and F5 Financial. – Cathy Dobbs
REVIEW #5 – My mom had been using Josh for a long time to manage her money, so when we needed help with financial planning, we reached out to him. We liked Josh right away; he made us feel very comfortable and we liked his straightforward approach. He manages our retirement plans, budgeting, and helps us plan for big ticket purchases, like the camper we purchased.
Josh is very knowledgeable about money matters and how to navigate paperwork with the bank. He’s honest, personable, and easy to communicate with. We refer people to him all the time because of how much we value his services. If you need a financial advisor, we highly recommend working with Josh at F5, he’s the best! – Randy Bush
REVIEW #6 – We originally sought the services of a financial advisor because we inherited stocks that needed to be managed, but as our financial advisor, Josh has done so much more for our financial planning. One of us is retired from the United States Army and there are various items related to that retirement that Josh has taken care of. Josh manages our retirement planning, works with our CPA to do a projected tax assessment to reduce our tax liabilities, and helped us set-up a living will and trust for our kids. We have a blended family, so we wanted to make sure that when we pass, our kids would be able to easily access our accounts and not have to go through probate. We know that when we are gone, Josh will be able to give our children the information they need to make sure assets are transferred to them.
Even though Josh is someone we trust with our money, he is more than a financial advisor; he is a friend and a partner. When our dog passed away, he called us to see how we were doing. We feel safe and financially secure with Josh and the F5 team managing our finances and portfolio. – Marcie Kelly
REVIEW #7 – Josh Duncan with F5 Financial has been our advisor for a less than a year and has already done more for us than past Financial Consultants. Josh has proven over and over to be attentive, responsive and ALWAYS puts our needs first. We have come to trust him with our finances, which is saying a lot being my Husband doesn’t trust anyone when it comes to our money. We are retired and have always been savers. We are now having to spend, and Josh has always made us feel comfortable with our financial decisions. We are very blessed to have Josh in our corner. Thank you to Josh Duncan and your entire team for making our DREAMS come true! – Beverly Hickman
REVIEW #8 – I decided to hire a financial advisor back in 2014 when I started my own law firm. I needed help setting up a retirement plan for my business, and I also needed help managing my and my husband’s retirement planning. I knew Josh from our local Rotary Club and liked his high standards and moral character, so I hired him and followed him when he went to F5. I really like F5’s approach to financial planning – they look at finances holistically and make sure everything works together. They also make sure that the financial plan we build is about working toward goals and the legacy we want to achieve, and not just growing our bank account. The five Fs (faith, family, fitness, friends and finance) are all weaved into our financial planning. As Josh manages our investments, he regularly provides us with risk assessments and projections based on different scenarios. It’s comforting to know all angles are being considered.
I have known Josh for a long time now, and I can say he a family man and a genuinely good person, someone I can easily trust with my checkbook. He keeps me abreast of issues, and I always get a quick response from him when I have a question. If you need a financial advisor that will get the total picture of your portfolio and make sure everything from your retirement planning to your investments to your estate planning is taken care of, I highly recommend contacting Josh at F5 Financial.
REVIEW #9 – Despite what’s going on in the economy, I know that Josh with F5 Financial is taking care of us. Before we hired Josh, we had been doing our own investment management, but we were worried we weren’t doing a great job of it. My husband is self-employed, and I work in non-profit, so we knew it was important to make sure our investments were managed well.
When we hired Josh, he took over managing our investments and made sure our retirement accounts were set-up for the best profitability. In addition to helping us with investments, he also provides advice on important financial matters like our real estate transactions. We recently sold a building we owned, and Josh provided us with guidance on the sale and what to do with the income from that sale.
We have worked with Josh for 3 years now, and we think he’s wonderful. He’s very consistent and doesn’t overreact; he does a great job at calming me down when I am nervous about the state of the stock market. He reminds me that he planned for market changes when managing our investments, so I always feel very secure that Josh is taking care of us. – Becky Smith
Keli Hazel & Associates – Capitol Financial Solutions
ADDRESS: Ward Blvd, 196 John Frank Ward Blvd, McDonough, GA 30253, United States
NUMBER: +1 470-878-1247
SERVICES: 401k Rollover, Accounts Mutual Funds, College Planning, Equity Compensation, Estate Planning, Financial Advisor, Investment Strategy, Life Plan, Wealth Management, Personal Finance, Personal Retirement Plans, Small Business Retirement Plans,
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 – Keli provides exceptional financial guidance with a personalized touch. She is professional, knowledgeable, and takes the time to understand each client’s unique situation. The advice she offers is clear and tailored to your needs. She is highly recommended for anyone seeking expert financial planning services! – Dr. Erica McCrae
REVIEW #2 – Working with Keli and her team has been a absolute joy, she is knowledgeable and caring, truly looking for the best options to help grow wealth and prepare for retirement thru various forms of investments. I trust her with my own finances and I highly recommend her! – Brandi Massman
REVIEW #3 – It has been a tough season for me having to deal with the handling of an estate, as well as several other major life changes all at the same time. But you were amazing in helping me with all of the financial pieces of closing out an estate, from start to finish. It was such a learning process for me, and I appreciate that you allowed me to do what I could in figuring things out but when I ran into problems, you stepped right in and completed the task almost seamlessly. And there were so many moving pieces, but you knew what you were doing and it brought me a lot of peace knowing that I could trust your judgment. You were also very reasonably priced and were so efficient in the handling of every detail. You also provided me with connections for other services I needed in conjunction with the handling of the estate, which saved so much time and provided another added sense of security. I truly can’t thank you enough and I will highly recommend you to my friends and family. I pray many blessings on you and your business! – Gayla D’Hollosy
Keep Money Financial
ADDRESS: 2020 Avalon Pkwy, McDonough, GA 30253, United States
NUMBER: +1 678-833-1850
SERVICES: Business consulting, University savings-related financial consulting, Corporate finance consulting, Corporate trust-related financial consulting, Credit-related financial consulting, Debt management counselling, Education savings consulting, Financial coaching, Financial planning, General investment consulting, Home purchasing consulting, Investment advising, Mutual and index fund consulting, Net worth and cash flow analysis consulting, Wealth management
OFFICE HOURS
| Mon | 7:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 4:00 PM | |
| Wed | 7:00 AM – 4:00 PM | |
| Thu | 7:00 AM – 4:00 PM | |
| Fri | 7:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Chris was the best decision! He truly cares and goes above and beyond for his clients. Because of him, I reached my credit goal and I’m now a homeowner! He’s taught me life-changing knowledge that I’ll use forever. I recommend Chris and Keep Money Financial to everyone for credit repair and credit knowledge. Such an amazing experience! – Bahji Watkins
REVIEW #2 – The BEST hands down. My credit score went up in 2 days! Great communication skills, and very kind. If you haven’t been to them you need to do so. Honestly glad he was my first option! The best thing I ever did. Y’all reach out to him for you financial needs, he’s there to help & guide you.🙏🏽😌 – Aubriana Alford
REVIEW #3 – I had an amazing experience with Keep Money Financial! Their expert team helped me improve my personal credit, making the process smooth and stress-free. Thanks to their guidance and support, I was able to secure a vehicle for my business without any hassle. Their professionalism and dedication truly made a difference. Highly recommend their services to anyone looking to boost their credit and achieve financial goals! – Melii MeL
REVIEW #4 – I had an amazing experience! From the very beginning, Christopher was incredibly patient with all my questions and concerns. He took the time to explain every step of the process in detail, often providing valuable information before I even thought to ask. His knowledge about credit repair and financial strategies is truly impressive.
What really stood out to me was how he went the extra mile to help me reach my goals. He didn’t just offer generic advice to my unique situation Christopher hit the ground running and followed up regularly to make sure I was on track. Thanks to their dedication and expertise, I feel much more confident about my financial future. Highly recommend to anyone looking for honest, knowledgeable, and caring credit consultation and financial guidance. – Steven Blackshear
REVIEW #5 – I had an excellent experience working with Chris and his team. From the very beginning, he was professional, knowledgeable, and genuinely committed to helping me improve my financial situation. He took the time to explain every step of the process, answered all my questions, and made sure I felt confident moving forward.
Within a relatively short period, I started seeing real improvements in my credit report. Negative items were addressed efficiently, and I appreciated the consistent updates along the way. Their communication was clear and timely, which made the entire experience stress-free.
What stood out most was their dedication to customer service. They treated me with respect and never made me feel judged about my past credit issues. Instead, they focused on solutions and provided helpful tips to maintain good credit moving forward.
I highly recommend this company to anyone looking to repair and rebuild their credit. They truly deliver on their promises and go above and beyond to support their clients. I accomplished all my 2026 Goals, from first time home buying, to purchasing a new car. Even after my goals I can still reach out to Chris for support or general questions and he checks in on me and family occasionally just to make sure everything is going good. Thanks Chris! – Meisha Webb
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