4 Best Gold IRA Investment Companies Near Me in Plano, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Retirement Planners of America
ADDRESS: 2820 Dallas Pkwy, Plano, TX 75093, United States
NUMBER: +1 469-246-3600
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 – We’ve been working with Retirement Planners of America for about 16 years. In all of those years we have had excellent service, communication, and an exchange of ideas. They truly have our best interests at heart and go the extra mile to keep us informed and updated on our retirement plan and goals. I would highly recommend them and if you are in need of retirement planning I would give them a call. They also bake excellent cookies they share at every meeting. – Greg Dover
REVIEW #2 – My wife and I have been with RPOA since the early 1990’s and am overall pleased with Doug Dyer and his team. They have always been extremely responsive and have always answered our questions and walked us through different scenarios. While we are not retired yet, we have full peace of mind that we are in a good position to retire when we are ready to go hike for a living! – Tim Glasson
REVIEW #3 – My husband I have worked with Ken Moraif for 11 years. We have always had great confidence that he and his staff invest our money wisely, keep up with how the markets are reacting to the economic and financial climate, and acknowledge the importance of keeping us informed about all these factors with regular emails. He and his staff have always responded quickly and courteously to any questions we have had about their plans regarding our investments. Two meetings per year are also set up to go over our financial situation and what we can most likely expect in the coming years, considering our income, our spending, and inflation. We believe our money is in good hands, and I highly recommend their company for anyone who wants to be financially secure leading up to and during retirement. – Lorell Marie
REVIEW #4 – We have been with RPOA since long before the name change and are grateful for the peace of mind they provide. Their methodology aligns with mine and all of the folks take very good care of us. They are accessible, responsive and are just generally down-to-earth folks. Add to that that our portfolio is doing very well. Wins all around! – Margo Liss
REVIEW #5 – I started following Ken and company of RPOA back in the early 90’s when they were known as Money Matters. Back then I was managing my own investments and listening closely to what Ken had to say. I eventually moved my Investments to RPOA. Their investment strategy makes perfect since to me.
I’m always pleasantly surprised when I walk into the Plano office. I’m always greeted with a pleasant smile and a warm welcome. When I’ve had questions, if my client representative isn’t available, my call is returned promptly. – Timothy Woods
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Creme Wealth – Plano Financial Planner
ADDRESS: 5550 Granite Pkwy Ste 270, Plano, TX 75024, United States
NUMBER: +1 469-829-2949
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Asset Management, Family Wealth Management, Financial Advisors, Income Planning, Investment Advisory Services, Investment And Financial Planning, Legacy Planning, Retirement And Estate Planning, Retirement Planner, Retirement Planning Advisor, Retirement Planning Case Studies, Retirement Planning, Tax 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 – I have been working with Andrew for approximately four years. It has been a delight – he and his team are genuinely invested in helping me with my financial future. They check in regularly and keep me informed on the market and economic landscape and adjust their strategies as needed. They are totally aligned with my long-term objectives and consistently deliver high-quality service that is highly personalized. You feel like you are part of their family not just another client. I highly recommend Creme Wealth to anyone looking for a trustworthy and competent financial advisor. – Tim Lipka
REVIEW #2 – Andre and his team have exceeded all my expectations. I was really nervous about retiring and everything that would be involved with moving my 401k. Also what decisions to make once it was moved. Andrew patiently explained my options and walked me through everything that I had to do. Then his team has handled the rest. His team is polite and efficient and really takes the time to understand my families financial needs. I highly recommend them if you’re looking for a financial advisor that works for you! – Lee Sims
REVIEW #3 – I’ve had a great experience with the team at Creme Wealth and would definitely recommend them. They’re always available when we need them and take the time to answer our questions without making things feel complicated.
What I appreciate most is that they really seem to care—not just about our finances, but about our overall well-being too. It makes a big difference knowing we have a team we trust looking out for us. – RUSS WINDHAM
REVIEW #4 – Andrew Creme and his team have been amazing to work with. We are grateful for his expertise and thankful he is the one advising us, not only for retirement and estate planning, but all of our financial endeavors. We have been with Andrew a decade and we couldn’t be more happy with our experience. Our kids are now with him as well! – Brian Chisum
REVIEW #5 – I’ve had the opportunity to see the professionalism and care that Andrew Creme and the team at Creme Wealth bring to their clients, and it’s truly impressive. Their personalized approach to financial planning, investment management, and long-term strategy shows how much they genuinely care about helping families and business owners succeed.
If you’re looking for a trustworthy and highly professional financial planning team, I highly recommend Creme Wealth. – Simon Villarreal
Nexus One Financial Advisors
ADDRESS: 5060 Tennyson Pkwy Ste 300, Plano, TX 75024, United States
NUMBER: +1 214-800-4444
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management and Medicare planning
OFFICE HOURS
| Mon | 7:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 6:00 PM | |
| Wed | 7:00 AM – 6:00 PM | |
| Thu | 7:00 AM – 6:00 PM | |
| Fri | 7:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We had an excellent review meeting with Doug Bartol yesterday. Doug was very prepared as h e always is. We discussed our personal situation and plans as they are today and then moved to some new software that Nexus has that I had never seen before. Doug did a fantastic job or explaining the graphs and charts for best case and worst case situations with the economy that took us well into our 90’s. Brenda and I both left the meeting feeling great. Doug explanations of where we are now and and his projections into our future years gave us confidence that we will be financially fine in our future. We will be able to pass on a legacy for our grandchildren to give them a jump start for their future. I highly recommend them to anyone needing financial planning and guidance for their future! – John Powell
REVIEW #2 – I’ve been lucky enough to have Doug Barton as my Financial advisor for several years. He takes a genuine interest in my financial well being as well as an interest in what is going on in my life. He and his team are extremely knowledgeable and easy to talk to. I feel confident with the management of my portfolio. I would highly recommend them to anyone interested in financial planning and retirement savings. – Susan Geach
REVIEW #3 – We began following this firms advice around 2008 when they were Money Matters and now after two more name changes, we have been very, very satisfied clients for 10+ years. If you are looking at retirement or retired and trying to manage on your own, stop and call these pros! We are enjoying our second childhood with out parental guidance, and worry free on our finances. – Bud Marshall
REVIEW #4 – It is great having Mr. Doug Bartol as our financial advisor. He is a very knowledgeable person, easy to talk to, and takes a genuine interest in our present and future wellbeing. He makes himself always available to respond to financial issues in a caring and patient way. He has a unique ability to address complicated financial issues in a clear and easy to understand manner. – Luz Marina Escobar
REVIEW #5 – I have been with these advisors for about 10 years now. And I have now retired (1 year ago). The name has changed but their commitment to my worry free retirement has not. Before them I tried all the big ones. None made me comfortable enough to go on a 1 or 2 month vacation and not care if the market crashes while I’m gone. They will take any action needed. Peace of mind. So if you’re over 50, retired, or retiring soon, you should be talking to them. – David Hernandez
Beacon Pointe Advisors
ADDRESS: 5810 Tennyson Pkwy #525, Plano, TX 75024, United States
NUMBER: +1 844-366-2525
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Corporate Retirement Plans, Defined Benefit Plans, Defined Contribution Plans, Estate Planning, Fiduciary Guidance, Generational Wealth Planning, Impact Investing, Investment Advice,, Investment Consulting, Investment Management, Investment Plans, Investment Solutions, Investment Strategy,, Legacy Planning, Retirement Accounts, Retirement Plan Consulting,, Retirement Plan 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Two years ago, I began working with Mike Welch and the team at Beacon Point Advisors and I honestly couldn’t be happier with my decision.
Like many people, I felt overwhelmed by financial planning and investments and was nervous because I didn’t have experience in this area. From our very first meeting, Mike took the time to explain everything in a way that was clear and engaging. He and the team have been incredibly responsive, easy to schedule with and always willing to answer all of my questions.
The greatest gift they’ve given me is confidence. I feel 100% secure knowing I have knowledgeable advisors who sincerely care about my long-term success. The trust and mutual respect we’ve built mean so much to me. I highly recommend Michael Welch and Beacon Pointe!! – Laurie Gostley Hackett
REVIEW #2 – Haley Rodriques, our Advisor, has been extremely helpful and an absolute pleasure to work with and get to know. Haley quickly assessed and understood a 360-degree view of our wealth portfolio, and has used disciplined, holistic investment strategies to grow it, both for the short- and long-term. The advice and direction we’ve received from her, especially with respect to how certain strategies might intersect with tax implications, has been invaluable, and has far exceeded the advice (or lack thereof) we’ve received from other advisors. Her approach is active but not overbearing, and 100% client-focused. I find it hard to imagine working with someone else at this point, and I would highly recommend her to anyone looking for astute wealth management advisement. – Peter Radu
REVIEW #3 – “Working with Dan Saur at Beacon Point has been an absolute pleasure and one of the best financial decisions we have made. Dan brings a rare combination of deep industry expertise and genuine care for his clients. He took the time to truly understand our long-term goals and crafted a strategy that has given us incredible peace of mind. Whether navigating market changes or adjusting our portfolio as our needs evolve, Dan is always proactive, transparent, and incredibly responsive. We highly recommend Dan and the entire Beacon Point team to anyone looking for a dedicated and brilliant financial advisor.” – Thomas Terleski
REVIEW #4 – For a number of years I have enjoyed a close and trusting relationship with my financial advisors at Beacon Pointe, Eric Witte and Haley Rodrigues. They provide outstanding service, safe and trusting help with all my financial needs. I highly recommend Eric and Haley and Beacon Pointe Advisors in general to anyone searching for knowledgeable financial advise. – K Cacopardo
REVIEW #5 – I’ve worked with Dan Sauer as my personal advisor at Beacon Pointe for 17 years. He is honest and dedicated to helping me achieve financial success. Beacon Pointe provides excellent due diligence on alternative investment opportunities and a great support team behind Dan. – Bruce Bennett
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