4 Best Gold IRA Investment Companies Near Me in Oklahoma City, OK – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Retirement Planners of America
ADDRESS: 3030 Northwest Expy Ste 300, Oklahoma City, OK 73118, United States
SERVICES: Retirement Strategy, Financial Advisors, Tax Planning, Supplement Insurance, Life Insurance and Estate 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 – Mark takes great care of our account. Always available for any type of financial advice and great at explaining his reasoning in ways I can understand. The invest and protect strategy has also saved us several times. I recommend RPOA to (as they say) retirees and those retiring soon. – R Cummins
REVIEW #2 – I can rest easy knowing that RPOA manages my financial matters. They are extremely great about keeping me informed. Appointments can be made at anytime to review status or just a phone call to get answers to any questions you might have. Oklahoma City office is top notch. Mark is extremely knowledgeable, helpful and pleasant attitude. Definitely recommend RPOA for your financial needs. – jim campbell
REVIEW #3 – I got interested in the RPOA system of investing (formerly Money Matters) when I was listening to their weekly radio show about 10 years ago. What got my attention was the BUY, Hold and Sell strategy. Every other investment firm that I worked with just wanted to buy and stay in the market and eventually lose my money.
Mark Clopton has been my retirement planner for over 10 years and has done what was advertised. He is professional and has been able to explain to me any question that have I have had about how he is handling my account. The best part is they move my money around as promised and get out of the market so it doesn’t lose. Peace of mind. – Tom Denn
REVIEW #4 – Mark Clopton with RPOA is great! His knowledge on helping individuals invest and plan for retirement helps individuals feel confident about their future. Mark hosts meetings with other professionals to help you plan for all aspects of aging, such as Estate planning, etc. We are so happy to recommend Mark and RPOA to everyone! – Cary Smith
REVIEW #5 – In the 9 years that we have been a client of RPOA we have never once considered changing to another advisor! They have always done the right thing and I sleep well at night. Our strategy for retirement was not be be worried about our financially situation. RPOA has put us in that space and we are thankful!! – Bob Davis
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Staton Financial Group Inc.
ADDRESS: 709 SW 119th St, Oklahoma City, OK 73170, United States
NUMBER: +1 405-735-6762
SERVICES: Estate Planning, Insurance Life Insurance, Investment Strategies, Long Term Care Strategies, Retirement Income Planning, Retirement Income Strategies, Wealth Management, Long-Term Care Strategies, Life Insurance, Medicare Planning
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 – Moving from the corporate environment of Fidelity to Staton Financial Group was the best financial decision my wife and I made after retiring. While Fidelity had great tools, we often felt like just another account number. At Staton financial group, the experience is entirely personal. We now have a dedicated advisor who truly understands our retirement goals and the fiduciary focus gives us peace of mind that our best interests always comes first. The lower client to advisor ratio is obvious in the proactive, tailored planning we receive. We truly feel like a part of a financial family. – Brad Beckley
REVIEW #2 – The Staton Financial Group is a dedicated group of professionals. They are very friendly, responsive, thorough, and efficient. It was a pleasure working with them and comforting knowing that they are managing my assets. – John Cheung
REVIEW #3 – Seem to be very knowledgeable of what is available and how to best take advantage of it. Came up with a better plan than I was able to do. However, after just under 3 weeks there appears to be some difficulty with the execution of the plan. In their defense the problem looks to be with the company they chose to work with. Time will tell! Just received word that the problem is not with them or the other company. It appears that my wife’s SSN has been reported connected to a deceased person. We are currently working with both companies to rectify the problem. Make no mistake, this a highly motivated financial group that works hard for their clients. You may become overwhelmed by their enthusiasm, but you will not be let down. Highly recommended. – Donald Johnson
REVIEW #4 – I have recently retired after 30+ years in higher education and needed some guidance about investing in retirement. I also had employer contributions in two separate accounts and wasn’t sure how best to move forward. Staton Financial Group met with me for almost 2 hours prior to my retirement to receive an overall view of our financial picture and then again to establish a plan forward. Scott Staton is extremely knowledgeable and thoughtful when discussing one’s financial needs/desires and more importantly, he’s trustworthy. He is also very well versed about taxes in retirement along with the nuances to consider with Social Security. I knew when I was ready that I would be seeking advice and services from Staton Financial Group and it has provided me with a plan and peace of mind. – Kellie Dyer
REVIEW #5 – Going into retirement can be confusing in terms of financial stability.
Scott provided great information at one of his retirement financial seminars.
He also gave very detailed and personalized recommendations regarding retirement at my scheduled one on one session.
Scott and his entire team are very friendly and are always quick to respond with any questions or concerns I have had.
They take good care of their clients. I highly recommend Staton Financial group!! – Rhona Van Buskirk
Castlepoint Wealth Advisors
ADDRESS: 7308 N Classen Blvd, Oklahoma City, OK 73116, United States
NUMBER: +1 405-705-2906
SERVICES: Retirement Planning, Education savings consulting, Estate planning, Home purchasing consulting, Financial planning, Insurance purchase consulting, Investment advising, Wealth management, Tax planning and Retirement savings consulting
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 can’t recommend Castlepoint Wealth Advisors highly enough. They are phenomenal partners for financial advising, estate planning, tax strategy, and filings. Their team is incredibly knowledgeable, proactive, and easy to work with—everything you want when trusting someone with complex financial decisions! – Ian Dauteuil
REVIEW #2 – Our experience with Castlepoint Wealth Advisors has been exceptional. The professionalism, ease and quick response time from the entire team has been so appreciated. We feel confident and secure in the way that our investments are being managed and would highly recommend the services of Castlepoint. – Jen Ellis
REVIEW #3 – I have worked with Castlepoint for several years and I am thankful that we switched to them. Everyone I have interacted with has been extremely professional, and my advisor has given me sound advice which, after the fact, I can now see proved to save me from costly mistakes. Simply put, I make better financial decisions because of my relationship with Castlepoint than I otherwise would. Highly recommend! – Christopher Dingess
REVIEW #4 – I have had the pleasure of knowing and getting to work with Kendall King for many years now. As someone who also works in the capacity is a fiduciary for my clients, I do my best to make sure that anyone I refer to a client is the best in their profession. Kendall is certainly that! If you are looking for an advisor who you know you can trust, then Castlepoint is that group. – Jeremy
REVIEW #5 – Kendall and his team at Castleview are great! We have some mutual clients, I’m always impressed with how much they care and how much time is invested in the initial stages to make sure that the relationship is a good fit. I also keep up with Kendall’s posts as part of our efforts to stay more informed in the economy and the market. Keep up the great work Castleview! – Sri Jonnada
Retirement Solutions, LLC
ADDRESS: 9909 S Pennsylvania Ave, Oklahoma City, OK 73159, United States
NUMBER: +1 405-703-3800
SERVICES: Customized Retirement Plan, Estate Plans, Financial Planning, Financial Strategies, Investment Advisory Services, Investment Analysis, Investment Management, Investment Strategies, Registered Investment Advisor, Retirement Solutions
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 – Brad has been a friend and family financial consultant for our mom for 40 years or more, stretching across 3 generations now. He and his team offer the highest degree of service in OK. Their care of you and your well- being reaches far beyond the realm of expectation. Simply put, they exceed in their giving, and that’s why Retirement Solutions with Brad, Shauna and Michelle, receive a 5 star rating and a huge heartfelt thank you just for doing what you do…so well. – Jancy Frost
REVIEW #2 – Retirement Solutions, Brad Bertrand, President, has been our investment company for 25+ years. This company is the best!!! Everyone is so helpful, professional, and caring! They always involve me in investment ventures that meet my needs and are secure for my future. I FEEL I AM, AND THEY ARE PART OF MY FAMILY!!! – Kya Mckenzie
REVIEW #3 – Brad and the staff at Retirement Solutions offer high quality products. They also chose retirement solutions/investment strategies that are best for my wife and I. I highly recommend them. It’s nice to have peace of mind about our hard earned monies’ investments. – Terri Potter
REVIEW #4 – I first met Brad at a presentation in the public library. He spoke very clearly and I understood him. I had previously used North Western Mutual and did not understand them. I have been using Retirement Solutions for about 20 years. Brad always treats me with respect, I am grateful for his friendship. – Patricia Phillips
REVIEW #5 – I have greatly appreciated Brad’s advice and expertise with our family’s financial matters and will not hesitate to recommend his services to those in need of retirement planning. – Gerry Milburn
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
