4 Best Gold IRA Investment Companies Near Me in New Orleans, LA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Upbeat Wealth
ADDRESS: 2831 St Claude Ave, New Orleans, LA 70117, United States
NUMBER: +1 504-386-3856
DESCRIPTION FROM BUSINESS: Fiduciary Fee-Only Financial Planning firm led by Mike Turi and Eddy Jurgielewicz providing actionable financial guidance for families…
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 – Mike and Upbeat are truly fantastic. We began working with Mike early on in our careers and relationship and genuinely believe he has had a big impact on our success and quality of life. Mike is thoughtful, responsive, and very good at what he does. He assists us in so many parts of our life that I would never have initially even considered. Highly highly recommend. – Mike Smith and Anna Gunod
REVIEW #2 – Mike is a great, knowledgable, personable and (importantly) very patient CFP. He’s been available and super helpful as both someone who can objectively evaluate/sanity-check what I’m already thinking and also fill in the gaps of areas I don’t understand as much. Lucky to have him as my CFP! –
Mike Mauer
REVIEW #3 – The best! Fee-only, objective financial planning. Routine sessions are always well-structured with clear objectives, and the team has great availability for ad hoc needs. – Miller Hane
REVIEW #4 – Like most people I’m often worried with day to day events and immediate future that I place our long term goals in the back burner. Compared to previous experiences, Upbeat Wealth has provided us with tools to not only to manage our current finances and set goals for the future, but also has set in motion a system that allows us to revisit these goals constantly as life evolves and circumstances changes.
Mr. Turi has provided a comfortable environment in which he guides us to set realistic expectations, helps us feel in control of our financial future and we feel actively involved in the decision making process. – Arelis Bruno
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Deliberate Finances, LLC
ADDRESS: 318 Harrison Ave, New Orleans, LA 70124, United States
NUMBER: +1 504-264-2385
DESCRIPTION FROM BUSINESS: I work with individuals who have recently inherited and are navigating the complexities that come with it — from probate and tax planning to investment management and big-picture decision making. My goal is to provide clear, compassionate financial guidance during times of transition, helping clients move forward with confidence and purpose…
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The best! Ryan has helped us with a lot over the past few years (e.g., student loans, life insurance, buying a house, saving for retirement, choosing benefits, refinancing). He’s been beyond worth it for our pockets and peace of mind. – Cheryl Gray
REVIEW #2 – We’ve been working with Ryan for the past few years, and his guidance has been invaluable. As a two-teacher household with kids, maximizing our income and planning for the future is a top priority—and Ryan has helped us do exactly that. Thanks to his expertise, we’ve gained financial clarity and confidence, and as an unexpected bonus, we haven’t had a single argument about money since we started working with him. Financial advisor + marriage counselor in one?! The peace of mind he’s provided is worth far more than the monthly fee. – Laura Klein
REVIEW #3 – My wife and I initially contacted Ryan around the time we got married. I had fairly substantial student loans and I felt that I needed advice about the best approach for paying them down while continuing to address all the other financial needs of our growing family. What started as a need to address what to do with my student loans quickly grew into a holistic look at our financial picture. Flash forward several years, my student loans are consolidated and being aggressively paid down (so close), and we have an accurate understanding of how to prioritize our spending and savings to do the things we value most with the resources we have. In the many years we’ve worked with Ryan, he’s saved us money by helping us make financial adjustments both big and small. He set us up for financial success with everything from saving for vacation, to buying a new home, to planning for our daughter’s future, to our retirement. I cannot recommend Ryan enough. – Joe Peters
REVIEW #4 – We worked with Ryan to help us prepare for and navigate through a period of transitions in our lives. Ryan is skillful in balancing our differing approaches and attitudes towards money. He thoughtfully guided us towards our personal goals while helping us manage risks. He empowered us with the knowledge and advice to better understand and handle our money moving forward. – Michelle Ye
REVIEW #5 – My spouse and I engaged in a 90-minute focused session with Ryan to tackle two urgent financial inquiries, and we couldn’t be more pleased with the outcome. Our discussion was fruitful as we explored various options with Ryan, leading us to devise a clear action plan for both matters we raised with Ryan. It is great that Ryan offers this type of service, and I wholeheartedly endorse him for both one-time consultations and continuous financial planning support. – Ross Haller
REVIEW #6 – Ryan has been awesome to work with in helping our family get our financial portfolio in order! He’s very knowledgeable, friendly, and responsive. He has helped us take a realistic picture of our finances and make a solid plan for future steps. The student loan knowledge is a huge plus too. Our family would highly recommend Ryan to others interested in getting their finances in order. – Lizzie Frein
REVIEW #7 – We’ve been working with Ryan for several years. He is thoughtful, honest and does a great job trying to financial goals with lifestyle goals. We would highly recommend him. – Shira Goldman
REVIEW #8 – Ryan is knowledgeable, competent, relatable and reliable. He is passionate about servicing and advising his clients to the best of his abilities. He is transparent with his financial knowledge and shares quality financial advice consistently in meetings, newsletters, emails, etc. We loved working with him and highly recommend him to others. – Mariette Thomas
REVIEW #9 – If you are looking for some actual expertise on how to strategize your student loan debt repayment, including whether or not PSLF is a safe bet, I highly suggest you seek out Ryan! Ryan thoughtfully and efficiently helped my partner and I weed through my student loan debt to understand our best options when we get married and our incomes are joined. It was a swift process done remotely through a few emails, two Zoom meetings, and some paperwork review. Ryan’s CSLP status made us confident in his expertise around such a complex area of personal finances. – Kayleen Jacobson
REVIEW #10 – Ryan is easy to work with, takes time to fully understand what my goals are, and then lays out a clear path to achieve those goals. He makes himself available for any questions or help needed, and explains anything I don’t understand. As a single female business and homeowner, it has been very helpful to have his support in making financial decisions and creating a sustainable future for myself! Than you, Ryan! – Kate Iberg
REVIEW #11 – Ryan is incredibly knowledgable and an excellent strategist and creative thinker. He understands there is no one-size-fits-all solution when it comes to financial planning, and he worked hard to develop a personalized plan for me that took into account each unique aspect of a particularly complicated scenario. I’m grateful for the time he spent strategizing, discussing pros & cons, and answering my many questions. It’s rare to find someone so thoughtful, responsive, and dedicated to helping their clients. Highly recommend. – Rebecca Taylor
REVIEW #12 – Ryan has a great approach to provide advice tailored to your particular financial need(s). He helped my spouse and I better wrap our brains around student loan debt and management of that debt. His understanding of repayment plans, and PSLF is something you probably won’t get from a CPA. Thanks Ryan! – Lucy Killen
Dumaine Investments | Financial Planning & Wealth Management
ADDRESS: 650 Poydras St Suite 1010, New Orleans, LA 70130, United States
NUMBER: +1 504-521-7350
DESCRIPTION FROM BUSINESS: As SEC-registered investment advisors, we combine financial planning with investment management to help manage all of our clients’ risks while working towards a financially successful retirement…
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 – We are clients of Mitchell Bordelon with Dumaine Investments. He serves as our trusted advisor and has successfully handled our finances for many years. We could not be happier with his knowledge and guidance along the way. We highly recommend working with Mitchell to help facilitate your finances in today’s market! – Alyssa Paulin
REVIEW #2 – I am a client of Clifford Favrot with Dumaine Investments whom I have known personally for over 20 years. Clifford Favrot and his team are the only Wealth Managers I would trust with my Investments. He is intelligent, forthright, experience, professional and genuinely interested in one’s particular situation, carefully considering all options for the best outcome for a financially secure environment and future. He patiently explains everything. Clifford and his team are always available and will periodically call me to check with me for any questions that I might have. I highly recommend Clifford Favrot and the Dumaine Investments team as your Wealth managers. – Lynette Walker
REVIEW #3 – Have been a client of Mitchell for a couple of years. He has provided exceptional service and expert guidance tailored to my financial goals. This firm has a team of professionals who care about their clients’ success. Highly recommend. – Chris Blakeney
REVIEW #4 – Clifford Favrot has been a trusted advisor of ours for more than 15 years. During this time, he has consistently placed our needs and best interests first and foremost. He has shepherded us along a pathway of financial wellbeing and has been a steadfast source of knowledge and trustworthy advice throughout our time together. I recommend Clifford and the Dumaine team unreservedly. – Robbie Morrison
REVIEW #5 – We have employed Clifford Favrot as our trusted investment advisor for over 20 years. We have been extremely pleased with our returns in both up and down markets. We would highly recommend Clifford and his company to other investors looking for professional advice. – Joseph Palumbo
REVIEW #6 – I have had Clifford Favrot as our financial advisor for over 20 years after having dealt with 2 major brokerage firms who had their best interests at heart. Clifford has always been extremely helpful, in all ways and I know we are way ahead do his oversight. – Chris Luppens
REVIEW #7 – Dumaine Investments has been handling my investment portfolio for many years. They are trustworthy and have done a great job for me. When I have financial questions, they are responsive and give me quick and accurate feedback. I would highly recommend this company. – Lynda Foersterling
REVIEW #8 – Dumaine Investments LLC is led by an experienced and insightful management team, and consistently demonstrates an understanding of markets and investments that gives me great confidence. I enthusiastically recommend them as investment advisors and as trusted partners. – Keith Crawford
REVIEW #9 – We have trusted Clifford Favrot and the Dumaine team for years. They possess an incredible knowledge of the financial world and all of its nuances. They display the upmost professionalism and integrity. – Laine Morrison
REVIEW #10 – My family and my extended family have used Dumaine Investments since its beginning. We have been very pleased with the extraordinary investment knowledge that we have seen with our Investments. I would recommend them to everyone. – Susan Davidson
REVIEW #11 – I have been extremely pleased with Dumaines handling of my investments. I have been with them since their inception and had Clifford Favrot handling my accounts for many years before that. – John davidson
REVIEW #12 – For over 15 years, Clifford Favrot has successfully served as my investment advisor, both at Dumaine and a predecessor firm.
He and his staff have always been extremely professional; they are always willing to happily meet any special needs or services that I have required.
My family and I have absolute faith in Mr. Favrot’s skills and expertise as he has helped my accounts prosper through both good and bad markets. – Jim Bradford
Retirement Strategies Group
ADDRESS: 800 W Commerce Rd, New Orleans, LA 70123, United States
NUMBER: +1 504-712-0005
DESCRIPTION FROM BUSINESS: Retirement Strategies Group (RSG) is a third party administrator of qualified retirement plans. For more than two decades, our associates have excelled at offering customized and effective retirement planning solutions…
OFFICE HOURS
| Mon | 7:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 7:00 AM – 5:30 PM | |
| Wed | 7:00 AM – 5:30 PM | |
| Thu | 7:00 AM – 5:30 PM | |
| Fri | 7:00 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been with RSG for many years and are very satisfied with their services and the service team! – Chris Richards
REVIEW #2 – Excellent Group to work with !!!! – Dennis Keller
REVIEW #3 – I rate it A + – Nedra Whitlow
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