4 Best Gold IRA Investment Companies Near Me in Omaha Nebraska – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Creative Planning
ADDRESS: 12925 W Dodge Rd, Omaha, NE 68154, United States
NUMBER: +1 402-343-2555
SERVICES: 401(k) rollover advice, Alternative investments, College savings plans, Corporate Retirement Plans, Cross-border financial planning, Debt management, Divorce financial planning, ESG investment strategies, Education savings planning, Healthcare savings planning, IRA contribution planning, Investment Advisers, Investment Advisory, Investment Management, Pre-retirement planning, Retirement income strategies, Retirement planning, Roth IRA conversion strategies
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 – Been with Company for about 3 to 4 yrs now. My wife and I are extremely happy with the service from Lane and Joselyn. They take the time and explain everything to us so we understand our portfolio. We feel very comfortable and confident with them that they have are best interests in mind. Thank you, Lane and Joselyn, – Steve Hovey
REVIEW #2 – Been working with Creative Planning for approximately 5 years. They have been a game changer for financial planning and estate planning. They were recommended by a friend who uses them and studied finance and investing at both Sloan and MIT. We have also recommended them to other friends and they could not be happier with how it’s worked out. Nothing fancy, just solid advice and planning you can trust being in your best interest – not the firm’s they work for. – Patrick Jensen
REVIEW #3 – My experience with Creative Planning has been fantastic. My fiancé and I came to the company as a pair, and we have each greatly benefited from the relationship. Our advisor Jackie is truly outstanding: savvy, patient, friendly, and a consummate professional. We look forward to many more years with Creative Planning. – Warren Webb
REVIEW #4 – I’ve been with Creative Planning for several years now, and I can’t say enough good things about Jacki and the team. Jacki is an exceptional financial adviser—professional, knowledgeable, and genuinely invested in my success. Thanks to her guidance, my investments have grown steadily over the years. Highly recommend!
Adding onto my review years later…I am still with Creative Planning (since 2019) and Jacki is still taking care of me. I feel blessed that I have someone who has taken care of me for years and a company that I can continue to trust. – Rebecca Wilson
REVIEW #5 – Creative Planning has served us well since 2017. We have high confidence in the expertise of the investment team and Jacki O’Hern, our Omaha advisor. A major benefit during volatile markets is a steady hand at the helm, avoiding irrational decisions and maintaining the long view. We thank Creative Planning for providing exceptional service and guidance. – John and Kathy Carpenter
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Unified Legacy Advisors
ADDRESS: 17002 Marcy St Ste 120, Omaha, NE 68118, United States
NUMBER: +1 402-261-7089
SERVICES: Estate Planning, Investment Advice, Investment Adviser, Investment Advisors, Investment Planning, Investment Strategy, Legacy Planning, Retirement Accounts, Retirement Planning, Retirement Strategies, Tax Planning, Wealth Management and Wealth Management Services
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – After visiting with several fiduciaries to understand a path for managing my retirement funds, the meeting with ULA and Mike was the best retirement decision I could have made. Mike and the ULA team were very informative with options to best diversify my retirement portfolio. They provided a thorough analysis of how investments are structured and also presented multiple graphs to represent their potential growth. The ULA team is very knowledgeable of market strategies and are always researching for opportunities to expand and improve growth. At ULA, they build relationships where you feel more like family and not just a client. I am very happy with my experience and would certainly recommend ULA to anyone looking for retirement planning advice. 🤔 – Phil Kinart
REVIEW #2 – We were referred to ULA by two existing clients who both expressed rave reviews about their experiences. After our first meeting with Mike we knew what they were talking about. Mike and his team have been fantastic! In our first meeting we felt heard, seen and understood and that only became more evident in our second meeting when Mike presented our financial picture and future in a very clear and concise presentation. His knowledge, expertise and attention to detail combined with his warm presence made us feel and know that were are in good hands. He suggested a couple of changes which in a short amount of time have netted some nice returns. Like many reviews we too feel like we are part of the ULA family. We couldn’t be more convinced that we made the right decision in working with Mike and his team. – Shelly Gray
REVIEW #3 – We are so happy that we chose ULA to help us plan and manage our retirements! All the staff there is kind and responds quickly to questions. They clearly explain our investment strategies and we feel confident knowing that they are managing these for us. We meet annually with the team there or sooner if the need arises. It gives us great peace of mind knowing that they working with us to make the most of our retired lives. Would strongly recommend! – Liz Humlicek
REVIEW #4 – My wife and I began working with ULA and Rebecca Frolich, she is very smart and easy to work with.
It has been a smooth transition to transfer funds to ULA. They do all the work for you.
The office has many people who help us any time we have questions.
We met at one of the many classes they offer to help us understand the 5 Pillars of a retirement planning.
I have met with Mike and Seth, founders of ULA, they are easy to approach and talk to.
We look forward to working with ULA. It was the right choice for us.
They also have suggestions on local attorney to help us with wills and all estate planning. – Thomas Smith
REVIEW #5 – My wife and I first learned about ULA through one of their evening seminars. We were very happy with our financial advisor at the time, but we accepted Mike’s challenge to take an honest look at what ULA offered as we prepared for retirement.
Mike and Seth gathered our financial information, compared it against our goals, assets, and expected retirement income, and then presented a comprehensive strategy designed to help us “retire fearlessly.” We were impressed by their holistic approach, which included investment management, tax planning, and estate planning. After carefully comparing our options, we decided to move our accounts to ULA.
We have not been disappointed. Their recommendations have been tailored specifically to our situation and backed by sound knowledge and proven planning principles. The entire ULA team has been outstanding. Mike, in particular, recently made himself available at exactly the right time to provide information we needed during an important situation.
There are plenty of financial advisors in the Omaha area, but you’d be hard-pressed to find a team more knowledgeable, responsive, and genuinely committed to helping you reach your financial goals than the people at ULA. – James Parker
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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 – Kristen has been a great help to my mom and I. She met with us and reviewed her current investments. After one 2-hour meeting with Kristen, we had the best understanding of her investment portfolio since its inception roughly 15 years ago. We went through 2 advisors before finding a home with Kristen. She is very knowledgeable and most importantly, I can trust the advice she gives us. – Stuart Sucha
REVIEW #2 – Kristen at Lifetime Retirement Partners will take the time to really listen to your story and retirement wishes. She offers a variety of services and is very knowledgeable about retirement options. You can trust her to offer the best plan to fit your dreams for a great retirement future. – Donna Riedl
REVIEW #3 – Kristen is an outstanding partner. She’s been patient, thoughtful in her advise and responsive in communication. She’s listened to our needs and situation and advised accordingly. I’d highly recommend her to anyone looking for a financial partner. – Russell
REVIEW #4 – Kristen is one of the most caring and understanding Financial Advisor I have ever had the pleasure of working with! She helps you achieve your life goals and does it with compassion! – Erin Trescott
REVIEW #5 – Kristen provided valuable insight into my current financial investments at a time where I was unsure of the direction to take. She took her time to look into, advise and direct what would be best for me. I wasn’t able to make the move to her firm currently but will strongly consider her for the future. She went above and beyond in helping me. Her character & integrity are top notch. – Denise Petrovich
REVIEW #6 – I’ve known LRP associate Chris O’Connell for over 20 years and can vouch for the team that they do business the right way. I have come to know, like and trust Chris, which are virtues I’d always look for when working with a financial advisor. – Matt Cloutier
REVIEW #7 – Kristin K. Is absolutely amazing to work with. She takes the time to educate you on your financial decisions as well as to get to know you as a client. – Amy Mick
Stevens Capital Partners (Certified Financial Planner)
ADDRESS: 15514 Spaulding Plaza Ste D02, Omaha, NE 68116, United States
NUMBER: +1 402-251-5800
SERVICES: Alternative Investments, Asset Management, Cash Management, Comprehensive Financial Planning, Comprehensive Retirement Plan, Comprehensive Wealth Planning, Customized Financial Plan, Customized Retirement Plan, Financial Strategies, Funding Strategies, Investment Advice, Investment Management, Investment Opportunities, Investment Options, Investment Planning Tax Planning, Investment Recommendations, Investment Strategies, Retirement Accounts, Retirement Advisor, Retirement Income Planning, Retirement Plan Designed, Retirement Planning Tax Planning, Retirement Savings
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 – Working with Jake and his team has been such a great experience! They are incredibly knowledgeable, patient, and always take the time to explain things in a way that makes sense. I truly feel like they have my best interests in mind and are helping me make smart decisions for my future. Communication is always clear and timely, and I appreciate how comfortable they make the whole process feel. I highly recommend them to anyone looking for trustworthy and professional financial guidance! – Morgan Anderson
REVIEW #2 – My husband and I are so grateful for Stevens Capital Partners! Jake is knowledgeable about all aspects of our finances and helps us understand which steps we should take next to meet the goals we have discussed with him. That’s one of my favorite parts of working with him- he knows our personal goals and recommends personalized planning based on those goals. He answers our questions and brings clarity in complex financial things. I highly recommend Jake and Steven’s Capital Partners! – Nikki-Catrina Anderson
REVIEW #3 – I have been working with Stevens Capital Partners for around 3 years now. They have been great to work with, extremable knowledgable! I love how they are in depth in the whole plan from tax planning, to investment, and life insurance calculations! Highly recommend using them if you are looking for a company that takes a lot into your future and not just investments. – Adam Knecht
REVIEW #4 – Working with Jake has been a total game-changer for my financial sanity. Before we met, I felt overwhelmed by my portfolio and unsure if I was on the right track for retirement. Jake didn’t just move numbers around; they took the time to explain the ‘why’ behind every move. For the first time, I actually feel in control of my future. If you want someone who is as invested in your goals as you are, look no further. – Ronald Tate
REVIEW #5 – Stevens Capital Partners has been VERY helpful to us for our financial security during retirement. They are extremely helpful, and whenever we have questions about our situations they have all been knowledgeable and quick with responding. The meetings in the office are a pleasure as they reassure us about the future with a precise and easy to follow presentation of our accounts and balances. They give us peace of mind so we don’t have to worry. We are blessed to have them handle the details.
Thank you to all who provide the services, because we know that they are also blessed by God. – Donald Keyser
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