4 Best Gold IRA Investment Companies Near Me in Peachtree City, GA – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Edward Jones – Financial Advisor: Patrick J Michel, CFP®
ADDRESS: 2004 Commerce Dr N Suite 215, Peachtree City, GA 30269, United States
NUMBER: +1 770-487-0453
DESCRIPTION FROM BUSINESS:
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Patrick Michel brings his knowledge and great customer service together for a total package in financial advising! I would recommend him to anyone looking for help in securing a strong financial future. – Patrice Weinberger
***** MORE REVIEWS ARE STILL PENDING FOR THIS BUSINESS ****
Recommended Sponsors
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Wealthcare Financial Group Inc.
ADDRESS: 21 Eastbrook Bend Suite 118, Peachtree City, GA 30269, United States
NUMBER: +1 770-683-3608
DESCRIPTION FROM BUSINESS: At Wealthcare Financial Group, Inc., our goal is to go above and beyond to help our clients meet their financial goals. We have experience providing a wide range of services designed to help you along your financial journey…
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 – Martin has brought positive returns year after year to my portfolio. As an active manager, he is always available to walk me through the moves he is making and why he is making them. I highly recommend Wealthcare Financial Group. – curtis clay
REVIEW #2 – Loved everything about their services! Martin consistently goes above and beyond for the needs of clients! His dedication doesn’t go unnoticed and I can strongly say he will forever have a client in me and any of the businesses I have. – Ghost Carriers
REVIEW #3 – Outstanding personal and professional service. WFG has effectively and efficiently managed my portfolio with superior results. I highly recommend Martin Smith and WFG! – Joey Odell
REVIEW #4 – I was late in the game when I started investing (over 50) with WFG. I almost spent all of my 401K money due to bad/poor financial advise. However, after speaking with a FP at WFG I am now confident about my financial future. He was patience and guided me through the process on a level I actually understood. He allowed me to ask as many questions as needed until I understood the process.
Thank you WFG for everything! – Linda Jenkins
REVIEW #5 – We trust Martin with our finances. We appreciate how he treats our finances as if they were his own – Way With Words Publishing Company
REVIEW #6 – Martin’s deep knowledge and timely insights have put my assets in the best position for continuous growth! – Mark Walston
REVIEW #7 – Very friendly, personable and attentive to their clients. – Lonnie Davis Jr
REVIEW #8 – WFG has doubled my portfolio with our Solo IRA aggressive plan. The owner is very hands on and meticulous to his approach to strategic markets and plans.
He sends updates and videos when the stock market is in turmoil to give you an idea of which way to move. Always being a step ahead. Customer service is excellent. Highly recommend. – Ra Mims
Cornerstone Wealth Partners
ADDRESS: 4000 Hayes Sq, Peachtree City, GA 30269, United States
NUMBER: +1 678-902-1369
DESCRIPTION FROM BUSINESS: Investment Advising and Coaching. We utilize Empirically tested, Nobel Prize winning, Academic investment principals. We take all the speculation, predictions, and gambling out of the investing process so that you can have real peace of mind around your money and your future!
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 – Josh and his team are experts in wealth management. Personally, I have known Josh to be trustworthy and very knowledgeable and would highly recommend Cornerstone Wealth Partners to anyone looking to invest retirement funds. – Timothy Summers
REVIEW #2 – We have attended 2 presentations from Cornerstone Wealth Partners. We were impressed with how well Josh explained everything and helped us understand. He definitely went above and beyond our expectations. We are excited to share with our friends. We like how promptly he returns our calls. Highly recommend! – Len Kinczkowski
REVIEW #3 – After opening an individual investor account, I decided to roll over my previous employer 401k with Cornerstone Wealth Partners to a new IRA and Roth IRA. To be honest, I was dreading the process. However, Josh Thomson and his team (especially Liz) made everything super easy. From working with the previous broker for my 401k account, and with me to coordinate all docs and the transfer of funds, the entire process was made as simple and painless as possible. I feel more confident in the management of my investments and my financial future! – Mark Bumann Jr
REVIEW #4 – We attended 2 presentations and they were so informative and very interesting. We learned many wealth principles and felt that Cornerstone Wealth Partners were equipped to answer our questions and help us move forward with our financial decisions. The Peachtree City office is stunning, modern and an excellent place to meet but they also work very well virtually. – Sue Thomson
REVIEW #5 – Cornerstone did an excellent job explaining how the investments work. Everything from what levels of risk to how they get paid. Josh took his time explaining how the investments work so I could learn. I know why I’m investing and what I’m investing in. – Ben Creighton
REVIEW #6 – The level of honesty and knowledge that Josh and his team exhibit is like no other. Highly recommend working with Cornerstone! – Abigail Janzen
REVIEW #7 – They have some awesome investment principles and we really have so much confidence and trust in them with our money and investments over the past few years it has seriously paid off and been worth it! – Bethany Loe
REVIEW #8 – Highly recommend! Honest and kind, great service and attention to detail. – nicole thomson
Melton & Company
ADDRESS: 403 Westpark Ct #201, Peachtree City, GA 30269, United States
NUMBER: +1 678-884-0000
DESCRIPTION FROM BUSINESS: Melton & Company is a financial and insurance services firm. Utilizing a comprehensive approach to your wealth management, we help ensure that your financial plan is protected against potential challenges to your goals—while exploring new ways to help you reach them…
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 – It’s been great working with Melton and Company! They are extremely personable while also very adept at managing our funds! So glad I joined! – Jill Thompson
REVIEW #2 – Melton and company are pleasant and easy firm to work with. I really like being on first name basis with Jon and Ashley. – Robert Riley
REVIEW #3 – We’ve been a client since the beginning of the year. We find the staff to be very supportive and knowledgeable. They also respond in a timely manner. – Allen Taylor
REVIEW #4 – Melton & co has been great to work with. Jon has helped us make some smart financial and tax decisions. Highly recommend – SneakyPig
REVIEW #5 -Very professional team. They appear to be very knowledgeable and eager to help people with their financial planning. Looking forward to working with them. – Kim Walton
REVIEW #6 – Jon is extremely thorough and knowledgeable. His attention to details is extremely helpful to his clients. – Synthia Taylor
REVIEW #7 – Melton and Company has done an amazing job of helping us plan for our retirement and growing our modest portfolio. – Christopher Graham
REVIEW #8 – Melton is awesome for reviewing your investments, and financial planning. Help with returns, taxes, and even retirement. – Newnan CPR
REVIEW #9 – As a younger family seeking financial guidance, we were able to take the resources we already had and learn how to make them work better for us. Jon has helped my family and me build a strong foundation and plan for the future. We feel much more confident about taking the next steps in investing and managing risk.
Jon’s customer service truly stands out. He treats us like family, always with care, patience, and genuine kindness. He and his team are easy to reach, flexible with our needs, and always willing to help. I’m very grateful for their support and glad we chose to work with them. I highly recommend Melton and Company. – Jessica Bryan
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