4 Best Gold IRA Investment Companies Near Me in Montgomery, AL – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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First Command Financial Advisor – Aaron McKeen
ADDRESS: 1930 Berryhill Rd, Montgomery, AL 36117, United States
NUMBER: +1 334-277-7731
DESCRIPTION FROM BUSINESS: “Aaron McKeen joined First Command Financial Services as a Financial Advisor in December 2021, following a 26-year career in the United States Air Force, where he attained the rank of Senior Master Sergeant . Aaron understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away…”
STORE 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 – I met Aaron after my previous advisor moved, and immediately knew I was in good hands. Aaron is extremely knowledgeable, approachable, and trustworthy. He takes great care to not only manage my finances but ensure that I have a good understanding of what we’re doing and to educate me if I don’t have experience or knowledge on a topic to help me be more comfortable. I have been so intimidated in the past but Aaron helps me have much better clarity and comfort surrounding my finances, particularly after I left service. He has been an amazing resource and I would highly recommend him to anyone who needs assistance or guidance with their finances. – Katie Wallace
REVIEW #2 – I was fortunate to meet Aaron while still having 3 years left before retiring. He offered, and still offers, sound advice to have my family prepared for what comes after the last day in uniform. My family has a plan for sustaining how we live and look forward to growth. Really involved and makes sure we had all the tools available to make the right choices finacially. Highly recommend any Service Member speaking with Aaron! – Jose Charlesworth
REVIEW #3 – First Command Financial is a great company and I have truly enjoyed working with Aaron McKeen as my advisor.
He has taken the time to understand my current state of finances and is working alongside me to help me create and achieve financial successes for my future. I appreciate the patience that he has had while working with me and the commitment to motivating me to make smart decisions and preparations.
Highly recommend him to anyone regardless of where you are in your financial journey as a valuable resource and team mate for your growth.- Morgan Laird
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Paramount Wealth Management
ADDRESS: 6825 Halcyon Park Dr, Montgomery, AL 36117, United States
NUMBER: +1 334-245-8490
DESCRIPTION FROM BUSINESS: At Paramount, we recognize that our clients entrust us with more than their finances—they entrust us with their hopes for the future. Whether it’s retirement planning, investment management, or multi-generational wealth strategies, we strive to provide unmatched dedication, ethical leadership, and unwavering support to individuals, families, and institutions.
STORE HOURS
Mon 8:30 AM – 4:30 PM Tue 8:30 AM – 4:30 PM Wed 8:30 AM – 4:30 PM Thu 8:30 AM – 4:30 PM Fri 8:30 AM – 4:30 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve had Ken Peavy managing our IRA ever since my husband retired in 2019. We’ve been extremely pleased with the service and results he has provided in managing our investments. We have full confidence that our account is being carefully and professionally handled. Paramount communicates with us in a very timely manner whenever we need them. We couldn’t be in better hands, and highly recommend Ken and his exceptional staff at Paramount. – Carol Roberts
REVIEW #2 – Ken has been taking care of my/our retirement portfolio for 6 years now and I couldn’t be happier with a more professional service. He, Nikki & Sabrina are always available if we need something or need changes. They have always made my/our choices important while making suggestions as to how to make my/our portfolio better and/or extend the life of it allowing for our families future generations to have something to fall back on as well. Ken, Nikkii & Sabrina look out for us with personal calls, services and monthly updates through email which keeps us informed and on top of market trends ..Thank you Ken and Paramount Wealth Management for the excellence…I highly recommend their services for your wealth management needs. – Kent R
REVIEW #3 – I’m retired and Ken was given the job of protecting the core and growing my account. He has done this for over 10 years. When I make withdrawals, he makes the withdrawal in the most beneficial way possible. – E Wray Smith
Wealth Management Partners, LLC (WMP)
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ADDRESS: 575 S Lawrence St, Montgomery, AL 36104, United States
NUMBER: +1 334-230-9676
DESCRIPTION FROM BUSINESS: Wealth Management Partners is your trusted financial ally in Montgomery, Alabama. We specialize in empowering business owners with the financial clarity and strategies they need to thrive. Our team of experienced CPAs and fractional CFOs offer a range of services including cash flow management, tax optimization, profitability analysis, and financial planning. At WMP, we understand the challenges local businesses face…
STORE 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 – Wealth Management Partners has been tremendous in maintaining my company’s financial filings and giving explanations about it. Everyone, from top to bottom, has been truly professional and knowledgeable! I highly recommend them for your accounting needs. – Anthony Richardson
REVIEW #2 – I am extremely satisfied with the services provided by Wealth Management Partners. Their expertise in handling month closeouts and end-of-year closeouts has been invaluable to our business. The team at Wealth Management Partners is professional and detail-oriented and always goes above and beyond to ensure our financial records are accurate and up to date. I highly recommend their services to anyone in need of top-notch accounting solutions. – Quincy Minor
REVIEW #3 – I recently visited this company and had a great experience. The entire process was quick and easy, which was a huge relief. Keary was especially helpful, answering all my questions with patience and expertise. Their assistance made the tax filing process much smoother and less stressful. Highly recommend this office for anyone looking for efficient and friendly service! – Ambriah Bryant
Tucker Financial Group
ADDRESS: 254 Winton M Blount Loop, Montgomery, AL 36117, United States
NUMBER: +1 334-277-0500
DESCRIPTION FROM BUSINESS: We are a Smartvestor Pro with the Dave Ramsey network for the last 14 years. We stick with the investment strategies that you hear/read from Dave’s radio show and books.
STORE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I was sent to Ray Tucker by Dave Ramsey Solutions as an ELP (Endorsed Local Provider). He was all that Dave says that you are looking for investing services. He definitely has the heart of a teacher. He has met with my wife and myself numerous times. He has gone to great lengths to explain why he recommends the steps for us so that both of us understand. Great person to deal with. – Don Jackson
REVIEW #2 – Amazing experience with Ray Tucker! He was open and informative. He made my very comfortable with how they conduct business and I look forward to working with them! Go see this guy! – Justin Perdue
REVIEW #3 – Our family finances got a little messy but Ray took care of us. His advice was thoughtful and turn out spot on. Thanks Ray! – Clark Furlong
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