4 Best Gold IRA Investment Companies Near Me in Raleigh, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Peace Of Mind Wealth Management
ADDRESS: 4101 Lake Boone Trail #111, Raleigh, NC 27607, United States
NUMBER: +1 919-787-8866
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Financial Advisors, Investment Advisor, Investment Advisory Services, Investment Strategies, Personalized Investment Advice, Retirement Income Plan, Retirement Planning, Wealth Management Services
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 – We are new customers of Peace of Mind and have been very impressed with their investment approach. Their communication, attention to details and follow up processes are second to none and we are so glad to be a part of the POM family. Shawn Southard has been a phenomenal resource for guiding us through Medicare – his expertise and guidance has been incredible! They truly have given us Peace of Mind as we navigate through our retirement. – Steve Bjerke
REVIEW #2 – When it came to looking at Medicare options, Shawn Southard was a life saver. After doing a lot of research on my own, I found his wealth of knowledge and expertise to be a trusted source. I am very pleased with his recommendations and greatly value the time he spent in helping me make those choices. I highly recommend his services. – Caryn
REVIEW #3 – Shawn Southard consistently goes above and beyond to ensure that his clients are well-educated and are aware of all of the pros and cons for all scenarios. We could never have navigated through this information without his expertise. Shawn is also a genuinely good man with a heart for serving others.
Truly everyone we have worked with and met at Peace of Mind attends to their clients with the utmost care and attention to detail which truly gives us peace of mind. – Christine Bjerke
REVIEW #4 – Peace of Mind (POM) lives up to its name. My husband and I had assets and 401k accounts scattered across previous jobs over the years. I worried about what would happen to our family if something happened to one of us. We now have everything in one place and POM’s expert team advising us on how to optimize resources to navigate upcoming college expenses and retirement. What a relief – thank you! – Tracy Newbold
REVIEW #5 – Peace of Mind has been a great experience over the last year since we changed from our last investment manager. POM started us off on a plan last year and we have had regular check-ins that are informative and address our needs and concerns. The team is great to work with and they are very focused on helping us to achieve our financial strategy. – Kerry Rouser
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Steward Wealth Strategies – Raleigh Office
ADDRESS: 343 E Six Forks Rd Suite 100, Raleigh, NC 27609, United States
NUMBER: +1 919-803-0035
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, 401(k) Rollovers, Investment Advisory Services, Investment And Portfolio Management, Investment Planning, Investment Strategies, Retirement & Goal Planning, Retirement Planning, Retirement Planning And Distribution Strategies, Roth 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 – I found steward wealth strategies through Dave Ramsey, many years ago. After both my parents died. They have consistently guided me through managing my money, including going through an awful divorce, retirement, and even health issues as they pray for their clients needs! Needs! I’m always so reassured through the learning videos and sessions they have, and also through my one-on-one times with them. They are truly the best and I wouldn’t switch for anything! I would highly encourage anyone going into retirement or retired to get their advice! – Gail Reed
REVIEW #2 – Steward-Wealth Strategies has been a Godsend for my wife and myself. They are truly faith based and follow the guidelines of Dave Ramsey. I highly recommend calling them for an interview and see if they can help plan your financial future.
By the way, they also advise our employees of our small business. As an owner I would not trust my employee’s hard earned money with anyone else. – Ron myres
REVIEW #3 – My husband and I became clients of Steward Wealth after we moved here from Florida almost 2 years ago. I should have written several reviews already; all of which would have been 5 stars. We were initially drawn to them as Ramsey SmartVestor Pros, but we appreciate them even more for their faith based values and the sincere care that’s been displayed in every interaction we’ve had with every member of their team as they help us achieve our personal goals for our family in the 6 key areas of Financial planning. Very confident if you call them, you’ll feel the same. – Anita Rivera
REVIEW #4 – We moved our investments to Steward Wealth Strategies years ago and have had nothing short of outstanding experiences with Brant and the entire staff. We feel like we’ve made new friends and not just treated like clients. That’s hard to find these days. Prior to each meeting, they check to see if our risk tolerances, or if any life events happened that may affect our investments. Brant takes his time with us and he truly has the heart of a teacher. I am so glad we mad the change! We would highly recommend Steward Wealth Strategies to anyone looking for financial planning and guidance. Awesome team! – Randy Stanberry
REVIEW #5 – We highly recommend Steward Wealth Strategies. They are a financial firm that truly lives up to their name as stewards—putting people, values, and long-term relationships first.
A special shout-out to Liz at the front desk, who always makes you feel welcome from the moment you walk in, and to Amy and Delaney – their knowledge, professionalism, and genuine care make them outstanding wealth management advisors. Their teamwork and commitment to serving clients with excellence are evident in every interaction.
What stands out most about Steward Wealth Strategies is their focus on helping people live and give well. They combine financial expertise with integrity, compassion, and a heart for serving others. If you’re looking for a trustworthy team that genuinely cares about your financial well-being, I highly recommend Steward Wealth Strategies. – Karen Gruca
Financial Symmetry
ADDRESS: 5438 Wade Park Blvd Ste 310, Raleigh, NC 27607, United States
NUMBER: +1 919-851-8200
SERVICES:
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have worked with Chad Smith the past 15 years and there is not a better financial planner, in my estimation. He is as much a part of any success that we have had as we are. Financial Symmetry (FSI) has been a Godsend for us in terms of forecasting, strategizing, tactically planning our future, and we have Chad and Heather Gudac to specifically thank for that. We are very lucky to have met FSI when we did just starting out when we got married and began to start a family. – Chris A. Learn
REVIEW #2 – A little over 10 years ago, we first met with Chad at Financial Symmetry to discuss our plans for retirement. We were given a plan to move forward, and could not be happier with the results. Our investments have grown and I am always kept up to date on what is going on. Going with Financial Symmetry was probably one of our all time best moves. They have provided so much assistance through the years on numerous issues. Not sure how life would be without them, and do not want to find out. Great folks to have on your team. – Ed Vennik
REVIEW #3 – I can’t say enough positive things about Chad Smith, Haley Modlin and Ella Brotherton. They have managed our financial portfolio for many years and we are so grateful that we put our trust in them. They are the best of the best. I strongly recommend them if you are looking for financial advisors that understand market trends who will steer you in directions to maximize your returns, they are your go to partners. – Julie Byrd
REVIEW #4 – I had searched far and wide for a fee only Fiduciary in the Raleigh/Cary area and I’m so glad I found Financial Symmetry. I’ve worked with a couple of financial advisors in the past 10 years and Financial Symmetry is by far the best. Their professionalism, communication and transparency are second to none. My previous experience with financial companies had left me feeling like a number and not a client. The same can’t be said with Financial Symmetry. Everyone we’ve encountered at the company has been friendly, informed and straight forward. I am so happy that my wife and I had found this company and look forward to many more years with them. – Franco Avallone
REVIEW #5 – I’ve had the privilege of working with the exceptional team at Financial Symmetry—Mike Eklund, Garrick King, and Garrison Weaver—over the past year, and I truly can’t say enough great things about them.
Partnering with Financial Symmetry has been one of the best decisions I’ve made. They are not only highly knowledgeable and professional, but they also genuinely care about their clients’ financial well-being. They’ve done an outstanding job managing my portfolio while providing thoughtful guidance across financial planning, tax strategy, investing, and portfolio rebalancing. Their expertise, responsiveness, and personalized approach have made a meaningful impact on my financial journey.
Their guidance and support have truly been a saving grace, and I feel incredibly grateful to have them in my corner. I highly recommend their team to anyone seeking trustworthy, comprehensive, and client-focused financial guidance. – Hang Tran
Compass Financial Group
ADDRESS: 7000 Harps Mill Rd Ste 103, Raleigh, NC 27615, United States
NUMBER: +1 919-714-7491
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Accumulation Planning, Advisory Services, Financial Planning And Investment Management, Financial Plans, Financial Advisors, Healthcare In Retirement, Investment Advisor, Investment Advisory, Investment Management, Investment Portfolio, Investment Strategy, Retirement Accounts, Retirement Estate, Retirement Plan Consultant, Retirement planning
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 – Richard Hill and his team have been a blessing to my family. His professionalism, trustworthiness and responsiveness is beyond measure, and his guidance in all matters, financial and otherwise, has been invaluable. From day one, he exhibited extraordinary patience and compassion interacting with my late father as he navigated that late stages of Parkinsons, and now with my not-computer-literate elderly mother–even making house calls on occasion. I would highly recommend Richard Hill and Compass Financial to anyone who is seeking sound guidance and peace of mind for financial planning and wealth management. – Nancy Vesley
REVIEW #2 – I am beyond impressed with Compass Financial! Richard Hill’s expertise in financial advisement and retirement planning has been invaluable. He is not only highly knowledgeable but also incredibly flexible, always available to provide thoughtful and personalized advice whenever we needed it. Nathan’s detailed research into the best financial products perfectly matched both my husband’s and my lifestyle, making our financial planning seamless and effective. Together, their professionalism and dedication have truly set Compass Financial apart. Highly recommend! ⭐⭐⭐⭐⭐ – Evelyn Goodsell
REVIEW #3 – I’ve had the pleasure of working with Richard and the team at Compass Financial for many years through shared clients in my role as an estate planning attorney. Their professionalism, responsiveness, and genuine care for their clients consistently stand out. Richard takes the time to truly understand each client’s goals and coordinates seamlessly with other professionals to ensure a well-rounded approach. I never hesitate to refer clients their way, knowing they’ll be in excellent hands. – Lauren Maxie
REVIEW #4 – We are extremely satisfied with the work Rachel has done as our retirement planner. She is consistently calm, clear, and provides sound, practical advice. She keeps us steady during market fluctuations. Rachel meets with us regularly and always comes prepared with a well-organized agenda. We highly recommend her for all financial planning needs. – Liz Boltz
REVIEW #5 – As a tax professional, it is refreshing to have a financial advisor who I feel confident in referring clients to work with. I have an established relationship with Richard and his staff in helping our mutual clients achieve their financial goals when planning for retirement. Richard and his staff are a pleasure to work with! – Miriam Waters
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