4 Best Gold IRA Investment Companies Near Me in Nashville, TN – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Adams Wealth Partners – Nashville Wealth Management
ADDRESS: 2905 12th Ave S Ste 108, Nashville, TN 37204, United States
NUMBER: +1 615-435-3644
SERVICES: 401(k) Advisor, Asset Allocation, Assets Under Management, Comprehensive Financial Planning, Defined Benefits Plans, Defined Contribution Plans, Estate Planning, Financial Advisors, Financial Planning, Investment & Portfolio Management, Investment Advisory Services, 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 – I highly suggest working with David Adams and his incredible team at Adams Wealth Partners. As the CEO and Founder of Adams Wealth Partners, David has managed this incredible business for more than 20 years, as well. David is so knowledgeable about the realities of financial planning, and he makes it easy to digest it all, too. His “Retire While You Work” philosophy is brilliant, and the realities of working with his team of certified experts makes it an easy process, too. Check out the podcasts (free for everyone), and pick up a copy of his USA Today Bestseller, “Jolene and the Three Buckets” which teaches family and children the glories of financial literacy, with a fun approach with his own service dog, Jolene. – Cathy Lewandowski
REVIEW #2 – I’ve been working with Adams Wealth Partners for years now and couldn’t be happier with the experience. They take the time to understand my goals and always make me feel like a priority, not just another account. Communication is clear, advice is straightforward, and I genuinely trust them with my financial future. Highly recommend. – Nathan Rymer
REVIEW #3 – Carson at Adams Wealth Partners has been excellent to work with. He communicates clearly, responds quickly, and brings real insight to every conversation — not just answers, but the kind of perspective that helps you actually understand your financial picture. Highly recommend – Tyler Dunn
REVIEW #4 – Carson and the team at David Adam’s do a great job of protecting our finances that can be a heavy burden sometimes. I trust them to make educated professional decisions to better equip me for my families future. Look no further than Carson Odom and the team at David Adam’s wealth partners. – Ben Loveless
REVIEW #5 – David and his team are doing an outstanding job managing our investment accounts. We have worked with David for over 20 years, and we witnessed the growth of his company because of his customer focus and providing value. Great job! – Chris Zweifel
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EP Wealth Advisors
ADDRESS: 3835 Cleghorn Ave #250, Nashville, TN 37215, United States
NUMBER: +1 615-292-6889
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investments, Employed Retirement Plans, Estate And Legacy Planning, Financial Planning And Investment Management, Income Strategies, Independent Wealth Management, Investment Advisory, Investments And Portfolio, Retirement Planning
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 – My wife and I have been clients of the EP Wealth Advisors Nashville office for over 30 years. They have always put our interests first and are our most trusted financial advisors. They are the main reason that we are financially independent today and they continue to manage our investment portfolio for us. Their advice has always been spot on in both up and down markets and they have always been available to answer any questions or advise us with respect to any financial decisions we make. However, I think that the greatest endorsement that we can give is that two of our children also use them as financial advisors and both of them are well on their way to financial independence too. I give EP Wealth Advisors my highest recommendation to anyone seeking a trusted financial advisory firm. – John Peel
REVIEW #2 – I have been very pleased with the performance of my financial investments under EP Wealth Advisors. Five years into my retirement, my portfolio is up almost 60% since inception. I am particularly impressed with the attention and guidance given by my personal advisor, Scott Freeman. I Highly recommend EP Wealth Advisors. – David Glenn Middleworth (Glenn)
REVIEW #3 – I have been a client of Scott Freeman’s for almost 2 decades. Over that time he and his team have both educated me and helped me navigate the markets in good times and bad. I have referred dozens of friends and family to Scott and Team, and will continue to recommend their services to anyone looking for a talented team of financial services professionals that will help you build wealth over the long run. – Nathan Yates
REVIEW #4 – A trustworthy and thoughtful team that has very effectively framed and guided our investment strategies based on our goals and circumstances Equally effective tactical execution and very responsive customer service that has dramatically simplified this part of our lives. – Craig Philip
REVIEW #5 – My wife and I have been working with Scott Freeman at EP Wealth Advisors for nearly three years. Scott has helped us align our financial goals with a long-term investment strategy that has provided both growth and confidence in our future.
He has guided us through 401(k) investment strategy, personal investment accounts, setting up 529 plans for our boys, and management of my traditional IRA. Scott is personable, responsive, and communicates complex financial concepts in a way that is easy to understand regardless of your level of financial knowledge.
We appreciate his proactive guidance and would highly recommend Scott and the EP Wealth Advisors team to anyone looking for a trusted financial advisor. – Neal Baltuth
Allgood Financial
ADDRESS: 5313 Anchorage Dr, Nashville, TN 37220, United States
NUMBER: +1 331-229-3224
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Financial Planning Strategy, Independent Retirement Plan, Institution Services, Investment Planning, Retirement & Investment Management, Trust Services, Wealth & Investment Management, Investments Retirement
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 known Matthew Allgood as our financial advisor for approximately 26 years during which time he has consistently provided us with wise, timely and efficient service. We have benefitted from his knowledge of the world of finance, his integrity and his ability to discern our particular needs. We highly recommend Allgood Financial. – Mel Kedys
REVIEW #2 – I’ve known Matthew Allgood for around 15 years. He has been good friend and more recently, my financial advisor. He takes the time to understand my personal and financial goals and offer financial solutions that are the best fit. Over the last several years we have seen nice growth in everything we’re doing and close to accomplishing my retirement goals as a result. Matthew is a strong man of faith and an expert in financial planning and investment options. I recommend as highly as any one could. – Ron Schad
REVIEW #3 – We have greatly benefited from Matthew’s thoughtful planning and guidance over the many years we’ve worked with him. His deep knowledge and expertise have helped create a robust financial plan that gives us confidence in the years ahead.
Having a financial planner like Matthew has helped us clarify our goals, build practical plans, and develop strategies to address our most important concerns for the future. He is always responsive and supportive—we truly can’t imagine our lives without a financial planner like Matthew. – June Gin
REVIEW #4 – Matthew is one of the friendliest people I’ve had the pleasure of meeting. He’ll walk you through all of your financial options and discuss what are the best steps for you. And he does it in a way that makes you not feel overwhelmed. A true professional and a genuine great guy. – Mike Mathews
REVIEW #5 – Matthew Allgood from Allgood Financial has been my financial advisor for years. He is very professional and informational. He is always available when I have a question or need financial advice. I would recommend him to anyone who needs financial help. – joyce jankowski
Wealth Management Group
ADDRESS: 237 Old Hickory Blvd #100, Nashville, TN 37221, United States
NUMBER: +1 615-598-1264
SERVICES: Asset Management, Asset Protection, Comprehensive Wealth Management, Education Planning, Financial Advisors, Financial Strategies, Impact Investing, Investment Advising,, Investment Management, Investment Portfolio, Retirement Accounts, Retirement And Estate Planning, Retirement Investment Strategy, Retirement Programs, Social Security Benefits
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 – I’ve had the pleasure of working with Matt and Peggy for several years, and they consistently exceed expectations. Their responsiveness, expertise, and sound judgment make them an invaluable financial team. They provide clear guidance without pressure, and I have complete confidence in their ability to navigate complex financial decisions. We briefly considered moving out of state, and Matt was even going to get licensed there so we could continue working with them. I couldn’t recommend them more highly! – Sara Putnam
REVIEW #2 – We have been working with Matt for a few years now and I could not be more pleased. Matt and his team are excellent at all of the technical financial things, but for me their investment and care is what truly sets them apart. They are always inviting, relational (in a genuine way), and operate from a place of service. I have never felt condescended to or like I am just another name in a book. They are always available to answer any questions and make a point of staying connected and checking in throughout the year. I would recommend them to anyone looking for a financial manager or advisor! – Nicole Gleason
REVIEW #3 – I’ve been working with Matt for over a year, and he’s been exceptional throughout my military transition. He helped me navigate the financial changes that come with separating from the military, and his communication is always prompt and clear. Matt is incredibly efficient with money management and consistently makes time for me whenever I need guidance. Highly recommend his services to anyone looking for a dedicated financial advisor. – Tyler Johnson
REVIEW #4 – I found Matt because he is a Ramsey trusted adviser. Matt is very knowledgeable and professional. He did a great job of explaining our options and how different investment vehicles work. He has helped set us up for success in our long-term goals and provides a great service of an overall “wealth health” summary so we know exactly where we stand. Highly recommended for your investing needs. – Matthew Bailey
REVIEW #5 – Wealth Management Group came highly recommended and now I know why. Matt and Peggy demonstrated a deep understanding of financial planning, and long term wealth management. What truly sets them apart is their ability to translate complex financial concepts into clear, actionable advice tailored specifically to my goals. Their responsiveness, professionalism, and genuine care for their clients make working with them an absolute pleasure. – Jana Moore
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