4 Best Gold IRA Investment Companies Near Me in Phoenix, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Directed IRA
ADDRESS: 3033 N Central Ave STE 400, Phoenix, AZ 85012, United States
NUMBER: +1 602-899-9396
DESCRIPTION FROM BUSINESS: Directed IRA and Directed Custody by Directed Trust Company provides industry-leading self-directed IRA accounts to investors across the U.S. Trusted by thousands of investors you can start your path to financial freedom. We offer different investment accounts like, Bitcoin & Crypto, Real Estate, Small Business & Startups, Stocks & Mutual Funds, Promissory Notes & Lending, Private Funds & Offerings, Precious Metals, Solo 401(k), and Checkbook IRA/LLC
STORE 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 – I am very pleased with the overall communication and the help I have received all the way from pre-account set up to funding and more. No issues at all, great service and company to work with. Michelle and Wayne are awesome!
Also, in case you are interested, I believe one of the founders has a youtube channel where you can learn interesting topics and they also run regular webinars sharing information about investing/retirement accounts. – J G
REVIEW #2 – I had an amazing experience opening my Crypto IRA with Darren Rasmussen at Direct IRA. Darren made the entire process incredibly smooth and easy to understand — he took the time to answer all my questions and explained every detail clearly. His professionalism and knowledge really stood out, and I felt confident every step of the way. If you’re considering setting up a Crypto IRA, I highly recommend working with Darren and the Direct IRA team. Excellent service and a great experience overall! – Howard K
REVIEW #3 -Directed IRA was referred to me through a trusted business contact, and the experience fully lived up to that recommendation. They helped me set up a self-directed IRA and made what could have been a complicated process feel clear and manageable.
Wayne Bryant was especially helpful throughout the process. He took the time to explain how the setup works, what to expect at each step, and answered my questions in a way that was easy to understand without feeling rushed or pressured.
Overall, the team was professional, responsive, and knowledgeable. If you’re looking to set up a self-directed IRA and want a company that walks you through the process thoroughly, I’d definitely recommend Directed IRA. – Bryan VanHeusen
Recommended Sponsors
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
GoldenCrest Metals: Offering the Best Deals for Seniors Ready to Retire
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Asset Preservation Wealth & Tax, Financial Advisors
ADDRESS: 4310 E Cotton Center Blvd #120, Phoenix, AZ 85040, United States
NUMBER: +1 602-449-0146
DESCRIPTION FROM BUSINESS: For almost 3 decades, Asset Preservation Wealth & Tax has been a trusted financial partner in Phoenix, offering comprehensive wealth management solutions under one roof. Our seasoned team of financial advisors provides personalized strategies for a secure future, specializing in investment services, retirement planning, and estate planning…
STORE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ernie is such a joy to work with, very knowledgeable and he truly cares about you. If you are looking for a financial planner or tax advisor, go see Ernie. I was skeptical at first but needed someone to advise me on what to do with my retirement money. Not only did I learn a better way to invest my money but what I could do to keep some funds safe. Ernie made me feel at ease, answered all my question and made sure I understood everything we talked about before I left the office. I am so thankful I found Asset Preservation Wealth &Tax and I am thankful to have met Ernie. Thank you! – Karen Georgitso
REVIEW #2 – Met with Ernie two times to go over my current portfolio. I was very impressed with his knowledge and eagerness to help. I look forward to working with him in the future and building a financial relationship together. I would highly recommend Ernie and his team. – Cindy Emery
REVIEW #3 – Ernie Baillargeon is an excellent advisor. I felt comfortable working with him from the very beginning. Ernie takes the time to listen with focused attention and empathy. He asks the right questions to understand your needs. He is detailed and keeps you well informed with each step. He communicates in a straight forward manner that is easy to understand. I am confident and at peace with my future in the right hands! – Michelle
Velocity Wealth Management, LLC
ADDRESS: 5080 N 40th St #400, Phoenix, AZ 85018, United States
NUMBER: +1 480-404-7523
DESCRIPTION FROM BUSINESS: Velocity Wealth Management, LLC was founded upon the realization that traditional financial planning is flawed and thus is no longer working for the majority of Americans. We take great pride in our uncommon approach that allows our clients the ability to enjoy life today while having the flexibility to realize profits from investments, real estate, and business opportunities…
STORE 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 – I have been working with Brandon for 8 years and have since added my now husband as part of our “team.” During my search for a financial advisor, I met with 5 individuals & I felt most comfortable with and confident in Brandon’s background & skills. As our family has grown & financial goals have matured, Brandon has been an important part of our financial successes. We are lucky to have such a genuinely great guy on our family’s financial team!! – Erica Paluf
REVIEW #2 – Velocity Wealth Management takes excellent care of our financial ventures. Brandon & Elise are highly responsive to our needs and questions. They are always personable while maintaining the utmost professional service via email, phone calls, or video conferencing. – Stu Moore
REVIEW #3 – For over two years now, Brandon and Elise have been excellent at helping me make safe and smart decisions. They treat me like family, and are easy to learn from. Brandon knows his stuff, and will look out for your best interest. I have learned quite a bit about the financial world from Brandon, which is something I wasn’t exactly expecting. If you need a financial plan, check and see if they can fit you in! – Devon Barry
Welborn Financial
ADDRESS: 5225 N Central Ave UNIT 218, Phoenix, AZ 85012, United States
NUMBER: +1 602-813-0202
DESCRIPTION FROM BUSINESS: Welborn Financial is a Phoenix-based financial planning firm that helps business owners and high-net-worth individuals achieve their financial goals. They offer a comprehensive range of services, including wealth management, financial planning, succession planning, compensation planning, tax relief, and benefit services…
STORE 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 – Prior to 2017, we have used other financial advisors but have found that Kent at Welborn Financial was a significant improvement with not only his expertise but his availability. Working with Kent and his assistant Brett have been both profitable and a pleasure. – Clyde Lutton
REVIEW #2 – Kent Welborn and his team are top notch. My wife and I were looking for someone who was not only knowledgeable and an expert in the field but who would take a personal interest in us and our family. From our first encounter, this has proven to be the case with Kent. Every conversation begins with “what are you hoping to accomplish in this engagement?” and it ends with, “did we accomplish what you were hoping to?” Kent is not only extremely knowledgeable, he’s extremely patient and engaged. Kent also has a great team supporting him. Brett and Dianna are also very helpful. I can’t say enough about our experience with Welborn Financial. – Bob Ryan
REVIEW #3 – Kent, Brett and Diana all great people. Very easy to work with very understanding and will explain things as many times as you would like if not understanding this crazy market. I never feel pressured nor do I have an issue calling. they are very personable and knowledgeable. They know their stuff And Always willing to help. I truly feel they have my best interest in mind when it comes to making financial decisions and having my future in their hands, great team.
What I appreciate the most is they listen and meetings are not rushed.
Thank you all. – gator
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
