4 Best Gold IRA Investment Companies Near Me in Myrtle Beach, SC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Stonebridge Financial Group, LLC
ADDRESS: 1200 48th Ave N #202, Myrtle Beach, SC 29577, United States
NUMBER: +1 843-839-3836
SERVICES: 401(k) Rollover, 403(b), 529 Plans, Brokerage Accounts, Comprehensive Financial Planning, Estate Plans, Estate Strategies, IRA Plans, Investment Advisory Services, Investment Management, Investment Strategies, Qualified Retirement Plans, Retirement Planning, Retirement Preparation, Roth Conversions, Roth IRA, Savings And Investments
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 – We were looking for a new financial advisor and so grateful we chose Dennie. Although he has a vast knowledge, Dennie is able to explain things in a way that my husband and I can understand. He takes the time to give us options and his opinions, which we were in great need of. Him and his wife Dawn are also very kind and generous, which goes a long way! – Don Kammerer
REVIEW #2 – My wife and I met with Dennie to start planning for our financial future, and he was great! He answered all our questions in the first meeting, then took extra time the next week to go over my wife’s unique job benefits. He even used a whiteboard to help us visualize our options, which made everything easy to understand. Dennie felt more like a friend teaching us than someone just telling us what to do. We highly recommend him to anyone looking for a financial advisor! – Brad Magrino
REVIEW #3 – We like many moved to the Myrtle Beach area after retirement. We were looking for a financial advisor in the area to help with managing our finances. So my wife goggled in financial institutions in the area and after reading reviews we contacted Denny Lewis to meet with him. He gave us a overview of what he thought would be best for us and our families future. He has not only set us up for life but our kids and grandkids as well. He explained how my portfolio would work for me and has gone int great detail and how each piece of the investments will work for us in the future. We highly recommend him. – Dawn Fischer Bissell
REVIEW #4 – My husband and I are so happy that we came across Dennie Lewis in a Google search for a financial advisor. We had just moved to South Carolina and needed advice. We had just sold 2 homes and were in the process of purchasing a new one, had money to rollover from an employer 401k and overall needed to get a better handle on our retirement plan and goals. Dennie really took the time to go through each aspect of our financial life with us, coming up with a plan that worked for us. I felt so much relief after our first meeting. We have had many meetings since and Dennie’s advice is always spot on. He is also a very generous and kind human being. My husband and I highly recommend Dennie. – Lori Cox
REVIEW #5 – Dennie and Dawn were a pleasure to meet. I have been overwhelmed with the thought of dealing with the investment accounts that I inherited from my father when he passed earlier this year, because money and IRA’s are intimidating and confusing to me but after just an hour spent with Dennie, it was a total weight lifted. He was easy to understand when explaining the whole process and what steps were needed moving forward. I am so grateful for his guidance and kind approach! Highly, highly recommend Dennie Lewis for anyone seeking financial advice! – Keely Campbell
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Riverbend Wealth Management
ADDRESS: 1341 44th Ave N #102, Myrtle Beach, SC 29577, United States
NUMBER: +1 843-970-1049
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investment, Financial Planning Education, Financial Advisors, Investment Advisors, Investment Allocation, Investment Planning, Investment Strategies, Retirement & Tax Planning, Retirement Income Distribution, Retirement Needs Analysis, Retirement Solutions
OFFICE 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 – My wife and I were seeking financial planning advice in our late 60s and I became aware of a webinar that discussed financial planning hosted by Jeremy. Afterward, I called to make an appointment. Jeremy first asked me several questions about us – not just financial, but about our dreams and desires? He put together a projection of our financial future and the likelihood of reaching our dreams and living a financially secure life. This was before we even agreed to go with Riverbend. At that time, I was looking for reassurance that I would be OK and Jeremy gave me what I was looking for before he earned a cent. This was 4 years ago in February 2022. Since then, we have worked with Paul who has been very available, helpful, and successful with our modest investment strategy. I highly recommend that you at least give them a chance to tell you how they can help you. – William Davis
REVIEW #2 – Jeremy Finger has been my financial advisor for 20 or so years and I will never leave. Like anyone, I want my advisor to be razor sharp, scrupulously honest and also be someone who sincerely cares about me. In these many years, Jeremy has been these things and much, much more. He listens in a way I can only call remarkable — it’s a patient kind of listening that assures me I’m getting the most thoughtful and complete advice. I know other financial advisors — I know how they talk and how they think. Jeremy is not like them — he cuts his own unique path and is at the very top of his field. I also know other clients of Jeremy’s — each of them feels the same way I’m trying to get across here. If you’re reading this because you’re looking for a financial advisor, I very seriously recommend Jeremy. – Scott Umstead
REVIEW #3 – Jeremy came highly recommended to us from family members and I’m so glad I took their recommendation! I was not certain at the time that we needed a financial advisor, but after my first meeting with Jeremy, it was clear everyone could benefit from working with a financial advisor. He steered us in the right direction quickly and gave us a detailed, step by step, roadmap of where we were going. He helped us work with what we had in the present to bring big payoffs in the future. Jeremy is a true professional who uses a skillful and calculated strategy to obtain big financial outcomes. Thanks Jeremy for getting us on the path to accomplishing our dreams! – Emily Lee
REVIEW #4 – We have been clients of Jeremy and the Riverbend team for over two years. We continue to be very impressed with the financial planning expertise and customer service provided by Riverbend. They are extremely responsive to all of our questions and concerns. We receive very personalized planning services that take into account all of our unique needs and circumstances. And although Riverbend is a small firm, we are very impressed with their ability to provide services comparable to a large firm through industry partnerships and the use of cutting edge financial planning tools. We couldn’t be happier with our decision to turn to Riverbend for our financial planning and investment service needs. – John Houck
REVIEW #5 – I googled a financial advisor/planner for me to use and found Riverbend Wealth Management and I couldn’t have asked for a better person to talk to than Jeremy Finger. I was allotted a 15 minute free consultation and Jeremy spent over that discussing my needs with me and gave me some great pointers to assist me to my retirement goals. Even though, I have to get some of my other financial items resolved before I can start saving for retirement and cannot use this company at this point, it did not stop Jeremy from giving me some excellent advice. As soon as I am ready, I will not go anywhere else for my financial planning/advice other than Riverbend Wealth! Thanks Jeremy!! – JoAnne Palenchar
McKenzie Financial Group, LLC.
ADDRESS: 1335 44th Ave N #102, Myrtle Beach, SC 29577, United States
NUMBER: +1 843-839-0822
SERVICES: Retirement Planning, Annuities, Long Term Care Insurance, Life Insurance, College Planning, Medicare Supplement, Wealth Management and Financial Advisor
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Went to one of the workshops and afterwards I talked with Scott and he said let me ask you why your not collecting your husbands SS. I said I didn’t think I could. ( I’m a widow, 64 and work full time.) He told me to go down there asap. 6 months later and I was able to go down to part time. I could have worked until I was 70 and still not make what I’m getting now. It was a life changer for me and I’m so grateful! – georginia clary
REVIEW #2 – We met Scott at one of his financial seminars.We found him very knowledgeable and easy to talk to.We met with him in his N.Myrtle office and really enjoyed him not pressuring us at all.Never once did he try to sell us anything.We needed his help for one thing and he did exactly what we asked of him.Highly recommend attending one of his seminars! – k juncker
REVIEW #3 – Scott has been incredible in his knowledge of investments and financial planning. He is patient, kind, and gives us time to process and ask needed questions. We are very happy with his service. Jordyn, office manager, is very friendly and competent. We have enjoyed several of his dinners and presentations and are sharing that with our friends. – Paul Moore
REVIEW #4 – Scott has been a pleasure to work with since we first met. He is the friendliest and most professional and knowledgeable individual we have found since moving to Myrtle Beach permanently. I feel confident that he and his staff helped us meet our needs in every way. He is a great go to person and is well know in Myrtle Beach. – Norma DiClerico
REVIEW #5 – Talking with Scott opened our eyes up to a world of possibilities that we were not aware of! He was really easy to talk with and super helpful with all of our questions. McKenzie Financial Group stays up to date with new things coming out that may be helpful to us! – Big Ds BBQ Trough
Coast Wealth Management Group
ADDRESS: 1000 21st Ave N Ste 12, Myrtle Beach, SC 29577, United States
NUMBER: +1 843-855-4910
SERVICES: 401(k) Rollovers, 2nd Opinion Portfolio Reviews, Start Up Investing, Retirement Planning, Retirement Income, Wealth Management and Investment Management
OFFICE HOURS
| Mon | 9:00 AM – 7:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:30 PM | |
| Wed | 9:00 AM – 7:30 PM | |
| Thu | 9:00 AM – 7:30 PM | |
| Fri | 9:00 AM – 7:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Coast Wealth Management and our representative, Flavio Medeiros, has been an easy and enjoyable experience. Flavio has taken time to explain our options and help us to understand how we are doing. Flavio spent an afternoon helping me organize and get my investments in one location, calling my previous 401Ks to get everything together. I have been needing to do this for a long time and I so glad we found Coast Wealth Management. I look forward to continue working with them. – Steven Alexander
REVIEW #2 – I recently started working with Tanner at Coast Wealth Management. I’ve enjoyed getting to know and building trust with him as we explored some different options for our investments. He takes the time to explain everything clearly, there’s no hidden fees or cost, and he genuinely has my best interest in mind. I feel confident knowing my financial future is in good hands and look forward to continuing to work with him. I love working with a fiduciary and would highly recommend Tanner. – Marguerite Carroll
REVIEW #3 – My husband and I recently started working with Flavio Medeiros at Coast Wealth management and couldn’t be happier with the level of service we have received. He makes sure you understand the information presented to you and helps you make the best choices for your financial future. He is very approachable, responds quickly and I feel comfortable that he always has our best interests in mind. – Tracy Hahn
REVIEW #4 – I was not happy with my previous advisor. Then I met Flavio, he put my mind at ease, made me feel like an actual person not just someone investing my money. Felt like I have known him all my life. Very happy with my decision! I highly recommend him. I have referred 2 people to him already! Thanks Flavio – Dawn Morea
REVIEW #5 – We recently started working with Coast Wealth Management Group in Myrtle Beach, and specifically with Flavio Medeiros, and we couldn’t be happier with the experience. Flavio has done a wonderful job taking over as our financial advisor. He takes the time to clearly explain the decisions we need to make regarding our 401(k)s and IRAs, making sure we fully understand our options without ever feeling pressured.
What we appreciate most is his approachable style—everything is explained properly and in a way that makes sense. Flavio also keeps in regular contact, listens to the types of investments we’re interested in, and makes sure our financial goals remain the priority.
We highly recommend Flavio Medeiros and Coast Wealth Management Group to anyone looking for a knowledgeable, trustworthy, and client-focused advisor. – Keith Marin
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