4 Best Gold IRA Investment Companies Near Me in Mckinney, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
McKinney Wealth Management
ADDRESS: 6928 Mediterranean Dr Suite 200, McKinney, TX 75072, United States
NUMBER: +1 972-529-3888
SERVICES: Retirement Planning, Estate Planning, Family Wealth Planning, Financial Planning Services, Investment Advisor, Investment Strategy, Planning Analysis, Retirement Strategies, Tax Savings Strategies, Tax Solutions, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Really good experience (and still ongoing, for a couple years now) with Rainey Rogers & company. He has always been very reachable and quick to respond to any concerns or questions I’ve had. It is nice to have someone that knows my interests/goals/expectations/risk without having to talk to a different person every time. And no, I don’t have a half million dollars invested with him either so I’m nobody special, but I feel valued by them. Highly recommend, very knowledgeable too! – Justin M.
REVIEW #2 – We’ve used Rainey and his team for many years and wouldn’t think of going anywhere else. They are not only friendly, trustworthy, and just good people, they really know what they’re doing. I trust them with our financial investments, life insurance, and even retirement plan for our business and employees. You will not regret your decision to team up with McKinney Wealth Management! – Earl Burdick
REVIEW #3 – I moved my accounts to MWM in 2024 and have been very happy with the experience. Rainey and his team took the time to understand my risk tolerance and long-term goals and built a strategy that made sense for me. Rainey is knowledgeable, responsive, and easy to work with. I’ve been very pleased with my decision to move to MWM. – Trey Goodwyn
REVIEW #4 – The team at McKinney Wealth Management are both personable and professional, and they have earned my trust. Their approach to investment management is sound, and I feel confident that they have my family’s best interest at heart. I highly recommend them to anyone seeking financial advice to achieve their long-term goals. – Scott Barr
REVIEW #5 – I’ve known Steven Rodgers personally and have always been impressed by his professionalism, knowledge, and genuine commitment to helping people make informed decisions with their investments. He takes the time to understand your goals and explains things in a way that’s easy to understand without making you feel pressured.
If you’re looking for someone you can trust to help guide you with your investments and financial goals, I’d definitely recommend giving Steven and McKinney Wealth Management a conversation. – Christopher Bessey
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Krishna Wealth Planning
ADDRESS: 5900 S Lake Forest Dr Ste 300, McKinney, TX 75070, United States
NUMBER: +1 214-901-7526
SERVICES: Retirement Planning, Investment Advisory Services, Comprehensive Plan, Debt Planning, Education Funding, Education Planning, Estate Planning, Executive & Employee Benefits, Funding Strategies, Investment Design, Investment Management, Investment Management And Financial Planning, Plan Design, Portfolio Design, Risk Management, Tax Efficiency, Tax Optimized, Tax Planning, Tax Relief, Wealth Planning, Wealth Transfer
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 been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning. – Julie McDonough
REVIEW #2 – I have been working with Neil for the past year and he has been a breath of fresh air in terms of providing my wife & I with invaluable advice on our finances! We have been doing our own finances for over a decade and a half but decided to go with an advisor this past year due to the rising complexity of managing our portfolio amid evolving legislations. The trustworthy relationship we have built with Neil, and his ready access to answer any of our questions, has truly been a differentiator.
Neil’s services combine personalized financial planning, virtual planning tools and timely legislative and industry updates at a reasonable price. I highly recommend Neil’s firm for financial planning for individuals and families at all ends of the spectrum!
By working with him, I have grown my portfolio by over 20% this past year and some of the strategies we have put in place will reap enormous benefits over the long haul. Thanks for all you do, Neil! – Dave Kolankarai
REVIEW #3 – My wife and I wanted to get a better financial plan to make sure we are ready for our retirement years. We wanted to find a local fiduciary to help us plan for our retirement. Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner. We are happy with the returns we have seen so far, and our regular check ins help us to make sure we are on track. He has also helped us to optimize our taxes, and we are working on estate planning. We highly recommend KWP. – Byron Hicks
REVIEW #4 – Neil has been a life saver for me as a new investor navigating the turbulent market the last few years. I felt really lost after inheriting a portion of my uncle’s retirement in my mid-20s and I feel so lucky to have found Neil when I did. After the market crash in 2020, he worked with me to rebalance my portfolio and take advantage of the situation, which resulted in me actually coming out ahead for the year! He even helped me maximize my 401k matching from my job, netting me tens of thousands I would have missed out on. I feel much more confident about where my retirement portfolio is headed. I’m in great hands! Neil is always just an email or phone call away. Would definitely recommend Neil for anyone looking for a personal, all inclusive financial planner. – Elizabeth Kensinger
REVIEW #5 – Since I am still in my early years of financial wealth building, I was looking for an advisor who I can work closely with for years to come. After a lot of interviews, I saw that in Neil and he has proven out to be every bit of what I thought he would be. He is very genuine, knowledgeable, personable, proactive and responsive. He actively manages the portfolio, comes with recommendations, lays out options with pros and cons along with his point of view and moves forward based on my decision. I sometimes feel like I am working with a real well wisher. Neil is somebody you pick if you want a personable advisor with high ethics, genuineness and professionalism – vinodh ramadoss
Yield Financial Advisors, Inc.
ADDRESS: 6633 Eldorado Pkwy Ste 430, McKinney, TX 75070, United States
NUMBER: +1 214-937-9905
SERVICES: Comprehensive Financial Planning Services, Debt Elimination, Estate And Legacy Planning, Financial Advisors, Income Tax Planning, Insurance And Risk Management, Investment Analysis, Life Insurance, Long Term Care, Manage Portfolio, Management Financial, Medicare Supplement, Property & Casualty, Retirement Planning, Risk Analysis / Management, Tax Preparation, Tax Strategies
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 3:30 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have known Wendell for many years, and he is exceptionally cordial, responsive, and thorough. What stands out most is that he truly “walks the talk”—he recommends strategies based entirely on my personal needs and goals, never a personal agenda. When I first started with him, I was incredibly fearful and overwhelmed by numbers. As someone not originally from this country, the world of investing and budgeting felt like a foreign language. Wendell literally held my hand through the process and taught me everything I needed to know. I often say I started at an “elementary school” level of understanding, but today I feel like I’m graduating college. I am now on an excellent path to retirement, feeling confident and truly excited about my future. I highly recommend his expertise! – Nadya Nemova Tatsch
REVIEW #2 – Wendell Brock genuinely cares about your financial goals and really listens to come up with personal, bespoke plans to get you there. He is professional and courteous and has so much knowledge across the sector. He has already made us thousands of dollars and saved us thousands more in the few months we have been working with him. Aside from being excellent in his profession, he is also a lovely man. A pleasure to work with and I highly recommend him. – Elizabeth Bate
REVIEW #3 – Wendell was phenomenal. He expressed such a great deal of attention to detail and care for my unique financial circumstances. He also was determined to share actionable recommendations with me, so that I had tangible steps to take coming out of our discussions together. Above all else, he was transparent, genuine, and friendly! Highly recommend his services. – Hugh Lagrotteria
REVIEW #4 – Wendall is a terrific financial planner. He listens to you, doesn’t rush you, has amazing follow through and is genuinely honest and trustworthy. I’d highly recommend him no matter what stage of life you are in for you financial needs. He’s goes above and beyond to help his clients as I’ve seen first hand during this crazy season we are in. – Pia Lucero
REVIEW #5 – Wendell is terrific to work with. I can’t express how much he has helped us on our journey to retirement and financial independence. His depth of knowledge and professionalism combined with a genuine care for our family and finances was uncommon among other financial advisors.
We started off knowing very little about retirement planning. Over the past several years, Wendell gave us frequent and critical planning support as well as managing our funds. He was directly responsible for a large portion of our retirement success.
Through our collaboration, he even visited our house on the other side of the country once! Wendell has handled both our finances and our taxes. I highly recommend considering him and Yield Financial to help you with your financial planning and dreams. – Chris De Roo
JMG Wealth Management
ADDRESS: 6401 Eldorado Pkwy Ste 300, McKinney, TX 75070, United States
NUMBER: +1 972-837-0871
SERVICES: Financial planning, Investment advising, Wealth management, Asset Management, Charitable Trusts, College Savings Plan, Equity Loan, Estate Planning, Financial Planning Services, Individual Life Insurance, Insurance Life Insurance, Investment Advisory Services, Key Employee Insurance, Management Connect, Mortgage Refinancing, Property Insurance, Retirement Plan Managing, Retirement Savings Plan, Savings Plan, Taxes And Tax Strategies, Term Life Insurance, Variable Annuity, Variable Universal Life Insurance, Wealth Management, Wills And Trusts
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Jeff Garton has been one of the smartest and most valuable financial decisions I’ve ever made. Over the years, he has consistently provided steady, thoughtful guidance that always puts my best interests first. Jeff is remarkably patient and deeply knowledgeable, taking the time to explain complex matters in clear, understandable terms that leave me feeling confident and empowered.
What stands out most is the genuine trust and relationship we’ve built. I never feel like just another client — Jeff truly cares about my long‑term success and financial well‑being. I recommend him without hesitation to anyone seeking a financial advisor who combines exceptional expertise with heartfelt dedication. – Matt Horak
REVIEW #2 – I’ve had the privilege of having Jeff Garton as my financial advisor for more than 20 years. He has guided me through financial planning and changes following my first home purchase, job changes and through my child’s growing years. Now as I near retirement, he continues to provide valuable advice on how to best position myself for success after retirement. He has become a dear friend and someone to count on during the best of times and the not-so-great times of our economy. I trust him implicitly and would recommend him to anyone looking for someone to trust and help them grow financially. – Shelley Berry
REVIEW #3 – My husband and I have been using Jeff Garton (JMG Wealth Management) for 10+ years. We are so pleased with him and trust his advice to the fullest. Jeff always explains everything in detail, and he is always easy to reach when we have questions. When we started looking for a Financial Advisor, we chose Jeff and he has been the best! – Kathy Radford
REVIEW #4 – We have been going to Jeff Garton for financial planning for over 20 years. He has managed our investing, retirement planning, and our kids’ education funds, and he has provided 401k advice, and more. Jeff is very knowledgeable and also very personable; he genuinely cares for his clients and it shows. – Jeffrey Mendez
REVIEW #5 – I strongly feel I lost so much money with past financial advisors, I’m extremely relieved & appreciative to have someone who is not only very knowledgeable, but has my interest in mind instead of only how much they can make off me. I will stay with Jeff Garton no matter who he is working for. – Jerry Nelson
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