4 Best Gold IRA Investment Companies Near Me in Medford, OR – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
PERSAdvisor
ADDRESS: 930 Town Centre Dr, Medford, OR 97504, United States
NUMBER: +1 541-690-1069
SERVICES: Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Certified Financial Advisor, Employees Retirement, Financial Consultant, Financial Planning, Investment Advisor, Investment Management, PERS Retirement Planning and Counseling, Retirement Planning
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 – Navigating the complex world of investments can be daunting, but with an experienced financial advisor like Gary, by your side, you can rest assured that you are in good hands. With years of experience and expertise in the PERS retirement system, Gary is dedicated to understanding your financial situation and finding the best solution to maximize your returns on investments and plan for the future. With an understanding of each individual’s specific needs, Gary is committed to providing custom solutions that will ensure a secure retirement. Gary can help you navigate the complex world of investments and understand your PERS benefits with confidence. – Tonya Sowles
REVIEW #2 – I have known Gary for several years now and he has been doing my retirement for me that I have separate from my work and he does a phenomenal job. He knows what he doing. I have heard him speak several times on PERS which I do not have but he is extremely knowledgeable in the field. I would highly recommend him if you are a PERS retirement person. – Greg Unger
REVIEW #3 – Gary is extremely kind and knowledgeable. He will take the time to explain PERS retirement to his clients and ensure they get the most out of their benefits. – Heather Hail
REVIEW #4 – Gary has helped several of my clients through the PERS system. He is very knowledgeable and customer service oriented. I can’t recommend Gary enough! – Nicole Stanislawski
REVIEW #5 – I really appreciated Gary’s knowledge and positivity while navigating my PERS benefits and walking me and my wife through my retirement options. We’re lucky to have him in Southern Oregon. – Robert Julian Jr.
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Futurity Retirement Advisors
ADDRESS: 516 Crater Lake Ave, Medford, OR 97504, United States
NUMBER: +1 541-414-2993
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Tax strategies, Medicare, Investment management, Financial advising and Health insurance
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 – My parents have been with these advisors for a long time. Mellisa Malasco and her Wonderful team are the best. With our situation after my mom past they have All been right there not one time did they just push us to the side. If you or a loved one need help with retirement, finances please give them a call you won’t regret it. We want to thank you all for your support and help through all of this. – kimmie wilson
REVIEW #2 – Melissa has been there for me through life changes and into retirement. She is always available to answer questions and make wise suggestions. I have been blessed to have her walk with me through the confusing world of retirement investments. – Nancy Moody
REVIEW #3 – Every one super accommodating and helpful. Charts, numbers and trends and futures are well explained. We are comforted that we are in good hands and that our finances are secure in the next year. Blessings ten fold. – Alfred Harrison
REVIEW #4 – In the market place of financial planners, Futurity First has been outstanding. As a fiduciary they have acted with integrity and walked through every step of our financial plan with professionalism and a personal touch that is very rare today.
Few organizations understand the need for quality customer service. Melissa and her staff has provided answers and understanding with patience and skill. I recommend them. They are exceptional. – Kayle Moffat
REVIEW #5 – I really appreciate Melissa and her team for understanding our specific goals, tax situation and liquidity needs. We need this type of customization as our dreams and plans for retirement change. Whether we’re communicating in person on the phone or via Zoom, she always understands and tailors strategies to meet our needs and avoid financial mistakes. If you’re looking for someone who’s transparent and works in your best interest, choose Melissa and her team. – Bedelia Nelson
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OFFICE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I actually knew Royal from a prior life when he directed a play I was in. Years later here we are looking at retirement, needing trustworthy advice and direction. Wife had 30 years with the state and I’m a small business owner. Royal helped us see the forest through the trees and provided a clear plan moving forward. Do yourself a favor and allow him to help you out. He’s super friendly, super smart and everything you’d hope for in a financial advisor setting you up for success. – Clint Wright
REVIEW #2 – I’ve had the pleasure of working with James Monroe. What an amazing professional! Not only is he extremely knowledgeable and prompt in communication; he genuinely cares about you and your personal goals and needs. He truly wants to help. It seems there is nothing James can’t do and he is so trustworthy. He has greatly helped me personally and I look forward to many more years of working with him. – Adrian Reyes
REVIEW #3 – Royal Standley is tops! My experience with Royal was nothing short of amazing. He is truly gifted at making sense of retirement and wealth planning and creating a pathway to financial wellbeing. Before jumping into investments, put the horse before the cart and go see Royal! I know others that are clients with other OPFA planners as well (which is why I went). It’s so nice to have a company that does it all; retirement planning, investment management, risk management, estate planning, and actually does a thorough planning before they jump into just investments. Thank you Royal! – Julie Niles-Fry
REVIEW #4 – We had a 401k plan for our staff that no one understood how to access. Getting the plan administrator on the phone to help was difficult. I am so happy we have Royal and Emma from OPFA on our side. They actually care about us and our team. They take time explain and walk us through things. If you are a business owner, give them a call. If you are looking for someone to advise you on financial matters, give them a call. They see you, as a person, not dollar signs. – Lisa Mcclease-Kelly
REVIEW #5 – We’ve had James Monroe as our financial advisor for over a year now. Always takes the time to explain things which we really appreciate. Everyone I’ve met at OPFA is great and easy to work with. – Christopher Janisch
Bright Lake Wealth Management
ADDRESS: 3523 Arrowhead Dr Ste 101, Medford, OR 97504, United States
NUMBER: +1 541-512-5885
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Retirement Income Planning, Investment Planning & Portfolio Management, Healthcare Planning for Retirement, Wealth Preservation Strategies, Financial Planning for Retirement, Annuities Investments, Asset Protection Strategies, Investment Planning And Management, Ira Legacy Planning, Retirement Income Strategies, Retirement Planning
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 – James and his team are very professional, educated on financial issues and stocks. I appreciate their attentive care of my retirement interests. – shrader pamela
REVIEW #2 – I welcome communications from Bright Lake. I know that the outreach will be professional. The team provided retirement options that exceeded our expectations and have continued to be excellent fiduciaries for us. We recommend Bright Lake Wealth Management to anyone nearing retirement, or even already retired. – Lucero Wallace
REVIEW #3 – Good outreach. Low key. Not pushy. Easy to understand presentation. Followup one-on-one session included straightforward information, and no pressure. Thank you so much! – Karen Shaddox
REVIEW #4 – Great team of people to work with, we always feel very welcome and at ease as you help us navigate and learn!!!!! – Robert Sanderson
REVIEW #5 – They are always available for questions or concerns. We appreciate the staff at Bright Lake. – Christina LaBella
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