4 Best Gold IRA Investment Companies Near Me in Peoria, IL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Savant Wealth Management
ADDRESS: 7308 N Willowlake Ct, Peoria, IL 61614, United States
NUMBER: +1 309-693-0300
DESCRIPTION FROM BUSINESS: With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois…
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 – Very happy with our switch to Savant 7 years ago. We like their Team Approach to advising, along with the other services they offer. – James Yasko
REVIEW #2 – Savant personnel are very easy to work with, knowledgeable and have been very helpful in managing my portfolio of investments. – Anna Saxon
REVIEW #3 – Very helpful and honest – Brady Mann
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
RP Zeigler Investments, Inc.
ADDRESS: 2914 W Willow Knolls Dr, Peoria, IL 61614, United States
NUMBER: +1 309-240-8787
DESCRIPTION FROM BUSINESS: We are a fee-only, full-time fiduciary, financial advice, financial planning, and tax prep firm based in North Peoria Illinois. We work primarily with folks who are retired and people who are nearing retirement…
OFFICE HOURS
| Mon | 9:00 AM – 3:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 3:00 PM | |
| Wed | 9:00 AM – 3:00 PM | |
| Thu | 9:00 AM – 3:00 PM | |
| Fri | 9:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Rockie came highly recommended by family friends, and he certainly lived up to the praise. From our initial meeting to our ongoing transactions, he consistently goes above and beyond. I have complete confidence in his recommendations and choices. The exceptional customer experience is further enhanced by Mycah, who always greets me with a smile and a warm welcome upon entering the office. Both Rockie and Mycah provide a level of service that is truly rare in today’s world. – Jai Moss
REVIEW #2 – Rockie and his team have been a great help for me and my family to navigate our financial future! They’ve done a great job of answering all of our questions and helps us come up with a gameplan that works for us! Would definitely recommend them to anyone in the Peoria Area looking for a Financial Advisor. – Ken Armstrong
REVIEW #3 – We recommend using RP Zeigler Investment Services, Inc. for your retirement /investment needs. We are extremely happy with the level of service, knowledge, respect that Rockie has shown us. He is the type of investor relationship we have been searching for, trustworthy and someone to help us meet our goals without all the big company fees. We feel very secure going forward with Rockie’s plans and investment ideas he has presented to us. Very professional and listens to us and we look forward to working with him for many years to come. – Gayla Walker
REVIEW #4 – In the short time we have been with Rockie, we are extremely pleased, not only with his plans for us, but with him as a person. He listens to your goals and puts them into action. He treats us like family, something we genuinely appreciate especially for an advisor. My wife and I highly recommend scheduling a consultation and see for yourself. You will not be disappointed! – Gary Reneau
REVIEW #5 – I have been working with Rocky for almost 2 years now. He manages a portfolio of investments for my in-laws. Due to the declining health of one of my in-laws, I was asked to help out. Although a bit of a weird role, but probably not unique, Rocky has been great to work with since the first day we were introduced.
Over the past couple of years, we have been consolidating investments from a number of institutions into an account managed by Rocky. He has offered prompt replies to my questions and provided suitable alternatives for money we have moved over. Most importantly, in my experience, he acts with the interests of his clients as the most important objective.
It has been a pleasure working with him and I would recommend him to others needing financial guidance. – Tim Simpson
REVIEW #6 – Personable professional committed to your successful future planning. The knowledge and experience shown while working with RP Zeigler, has allowed us to create a comprehensive plan for our future! Rockie has provided guidance on several different aspects of our financial security strategy which has drastically improved our retirement plan! This guidance ranges from 401K, stock investments, & life insurance to personal budgeting. He makes sure he receives frequent status updates to ensure the strategy doesn’t require adjustments. Rockie is not a salesman trying to earn a commission – he cares about helping you achieve your financial goals, which sells itself! After +2 years as a client, I couldn’t be happier with the services and responsiveness from Rockie and Casey! Thank you!!! – Darin Van Nattan
REVIEW #7 – There’s nothing better than when you find a services professional whom you just click with. After one meeting with Rocky, my husband and I felt an immediate surety that he was the person we wanted managing our money. In the two years since, our trust in, and appreciation for, Rocky’s advice and service has continued to grow. He’s incredibly knowledgeable and customer-service focused, always quick to respond, and has a rare gift for breaking down the complexities of finance into easy-to-follow conversations. Rocky also has a young family and understands the unique aspects of finances at this stage in life. Though we are in our 40s, we look forward to “growing up” with RP Zeigler Investments through all stages of life – and getting our kids started down a great financial path with Rocky’s help. We recommend him to everyone. – Warren McClure
REVIEW #8 – My husband and I have been working with Rockie for about 6 months now and he is great! He is patient and takes time to answer all of my questions. Rockie is a good listener and is helping us meet our retirement goals. – Tiffany Bergman
REVIEW #9 – We searched long and hard to find a Financial Planner that my wife and I could work with and are blessed to have found Rockie. He is very open, honest and I trust that he is working for our best interests and not his own. He was very open in our initial consult and was receptive to our concerns and apprehensions. I am confident my wife and I will meet our retirement goals working with Rockie now and into the future. – Terrence Bray
Edward Jones – Financial Advisor: Austin Sanford, CEPA® AAMS™
ADDRESS: 800 SW Adams St suite 102, Peoria, IL 61602, United States
NUMBER: +1 309-327-0287
DESCRIPTION FROM BUSINESS:
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 – If you are looking for a knowledgeable financial advisor, then Austin Sanford with Edward Jones is your guy. Austin’s personalized approach will give you peace of mind about your financial future. Highly recommend Austin!! – William Lingle
REVIEW #2 – I have had the pleasure of working with Austin as my financial advisor, and I am thoroughly impressed by his professionalism and expertise. Austin consistently takes the time to explain various investment options in detail, ensuring that I understand each potential avenue before making any decisions. His approach is thoughtful and tailored specifically to the needs of my family, making us feel secure and well-cared for. His recommendations have been invaluable in helping us choose the best investments to secure our financial future. I highly recommend Austin to anyone looking for a knowledgeable and dedicated financial advisor. – Mikel Ernst
REVIEW #3 – If you are looking for a knowledgeable, professional, passionate financial advisor who is friendly, down to earth, and genuinely wants to help you, Austin is your man. He is someone who will shoot straight with you and give solid advice. You’ll know you have someone on your side who is going to help you make your money work for you. Honesty and trustworthiness are two qualities that you need in a financial advisor, and you will find both of those to be strongly evident in Austin’s character. I highly recommend him as a financial advisor! Contact him today! – Stephen Wayne Robinson
REVIEW #4 – Austin is extremely knowledgeable and truly understands his customer’s financial goals. He has a customer centric mindset and is able to put together thoughtful financial plans to help you achieve those goals. if you want an honest and genuine advisor, Austin Sanford is the right individual for the job. –Jordan Miller
REVIEW #5 – Austin is knowledgeable, trustworthy, and explains complex financial decisions in an easy to understand manner. I would highly recommend you talk with him about all your retirement planning and other financial advice! – Ben Deig
REVIEW #6 – Austin has been an incredible Financial Advisor. He is very easy to get ahold of and always communicates in a timely manner! He answers all the questions I have and makes finances a much more approachable topic. I have learned so much from him, and I feel confident he has my best interest in mind! – Kelsey Kirk
REVIEW #7 – As a person who has always been anxious when looking to retirement goals, Austin Sanford has helped to ease my anxiety on this road. Austin is truly knowledgeable, caring, compassionate, and dedicated to helping you reach your goals. He LISTENS and helps decide what is best for you. Truly amazing professional! – Lori Cornwell
REVIEW #8 – Wish I could give more than 5 stars to Austin! If you’re looking for an incredible Advisor that goes above and beyond, cares for you and your future, Austin is your guy! He’s incredibly knowledgeable and has great passion for what he does. Cannot recommend enough! – Mary Kapsch
REVIEW #9 – Austin is friendly, insightful and his guidance has been invaluable. His professionalism and dedication make him an exceptional advisor who truly cares about his clients’ success. – Nick
Slater Wealth Management
ADDRESS: 240 SW Jefferson Ave #300, Peoria, IL 61602, United States
NUMBER: +1 309-240-8525
DESCRIPTION FROM BUSINESS: Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Slater Wealth Management, we want to help you create your personalized financial roadmap, designed to guide you to your desired destination…
OFFICE HOURS
| Mon | 8:30 AM – 3:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 3:00 PM | |
| Wed | 8:30 AM – 3:00 PM | |
| Thu | 8:30 AM – 3:00 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My family has been with Brian Slater for over a decade. Throughout market ups and downs, they have protected our investments with our long-term goals in mind, giving us great peace of mind. The entire team is professional, friendly, supportive and we’ve always felt like our best interests were their top priority. We wouldn’t be in the strong financial position we are today without them. Highly recommend Slater Wealth Management for all of your financial needs. – Tammy Spencer
REVIEW #2 – Slater Wealth Management has been so amazing to work with! I am an out of state client so everything has been done digitally and over the phone and they have made everything extremely smooth and simple! They have been very open, honest, informative, and have explained every step of the process along the way, broadening my knowledge in these subjects and instilling my trust in them. I am super excited to see my money expand with them. I would highly recommend Slater Wealth Management to anyone that is looking for a financial advisor – Beebe Fam
REVIEW #3 – Mr. Brian Slater is very knowledgeable, professional, and helpful. When I have a question I call and leave a message for him to call me. He responds in a timely manner and is great at breaking information down to ensure you fully understand. I feel confident that Brian is looking out for my best interest to ensure my future needs will be taken care of. – Pam Peshaahten
REVIEW #4 – We are a retired couple who have recently met Brian. He was fabulous in explaining our investments to us and educating us on various issues. He holds the same values as our family and we are grateful to do business with him and his team! We highly recommend him and his company. – Debbie Veltman
REVIEW #5 – Four years ago, when I retired, I entrusted Brian with my personal investment accounts and all the accounts of my former clients. I had mentioned to everyone, I was not looking for a successor who was my equal but someone who I knew would be greater than what I was able to provide over my years of service. I can honestly say, he has exceeded my expectations and my accounts have grown substantially with minimal withdrawals. – Michael Chance
REVIEW #6 – I’ve had the pleasure of getting to know the team at Slater Wealth Management, and their professionalism and integrity truly stand out! They are knowledgeable, approachable, and clearly committed to doing what’s best for their clients. I wouldn’t hesitate to recommend them to anyone looking for financial guidance from people you can genuinely trust. – Stacy Brooks
REVIEW #7 – Slater Wealth Management really takes the time to understand your financial goals and what matters to you. If you’re looking for guidance with retirement or investing, they’re a great team to work with. – Kisha W
REVIEW #8 – Everyone is so knowledgeable, helpful, and friendly! I’ve never felt like I couldn’t call with a single question, and I love the app they use so that I can see all the details of my finances. 10/10 recommend! – Emma Malouf
REVIEW #9 – Working with Brian Slater has been one of the most rewarding decisions I’ve made for my financial future. From our very first meeting, Brian demonstrated an exceptional depth of knowledge about the financial industry. His insights into market trends, investment strategies, and long-term planning have consistently impressed me and given me confidence in the decisions we’ve made together.
What truly sets Brian apart is his unwavering focus on my personal goals. He took the time to understand what matters most to me—whether it’s planning for retirement, saving for major life events, or simply building a more secure financial foundation. Every recommendation he makes is tailored to my unique situation, and it’s clear that he genuinely cares about helping me achieve my objectives.
Trust is incredibly important to me when it comes to financial matters, and Brian has earned mine completely. He’s transparent, reliable, and always follows through. I never feel rushed or pressured—just supported and informed.
I wholeheartedly recommend Brian Slater to anyone looking for a financial advisor who is not only knowledgeable but also genuinely invested in your success. – Chad Hale
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
