4 Best Gold IRA Investment Companies Near Me in Roanoke, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Martin Wealth Solutions
ADDRESS: 4002 Brandon Ave SW, Roanoke, VA 24018, United States
NUMBER: +18776360317
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Strategy, Investment Advice, Investment Analysis, Investment Strategy, Manage Investment Risk, Personalized Service, Retirement Advice, Retirement Planning, Smart Retirement,
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 – Jim Martin and his wonderful team at Martin Wealth Solutions are extremely knowledgeable, professional, and responsive. From our very first visit, Jim and his team have made us feel welcome and comfortable. It has been a pleasure working with them as my wife and I move towards retirement. I would absolutely 100% recommend Martin Wealth Solutions. – Bill Bohannon
REVIEW #2 – I recently had several large scale life changes with work and wanted to get my financial picture in order for retirement. I could not have picked a better company than Martin Wealth Solutions. They immediately make you feel like family and are generally concerned about you personally and what goals you want to achieve in life. They are kind and respectful from the phone calls to the reception at the front desk. Appointments are readily available and the process is not rushed. There is time to consider the information and strategically plan out the goals. Linwood is great to work with and this has been a seamless transition. Would highly recommend. – Sandy Sayre
REVIEW #3 – We’ve been working w/ Jim Martin and Team for several years in planning our retirement and managing our funds. Everyone is always professional and extend themselves to ensure you understand the plan they’ve built for you. Always willing to discuss details, they’re excellent at educating you in the finer points of fund management and strategies. – Jim Perini
REVIEW #4 – Jim and his team are absolutely top notch. They are very knowledgeable, professional and trustworthy. The Health and Wellness planner, Theresa is an added bonus. She helped us make the transition to Medicare smoothly in a very complicated situation. She takes all of the confusion out of the process. What an unexpected added benefit of working with Martin Wealth Solutions! She and the whole team are so easy to work with and so supportive and success oriented. I just wish I had found them earlier. – Daniel Mays
REVIEW #5 – We have used Martin Wealth Solutions for over 10 years. They have put together a very comfortable family retirement package. Jim was very thorough explaining how to invest our monies well before retirement. His plan worked perfectly and relieved all the stress on us during the planning stage. The plan enabled us to retire before our designated retirement age. I can say we live as well as we did during our working years.
My wife and I thank Jim Martin for his expertise and guidance from the initial stage. We highly recommend Martin Wealth Solutions for all your future planning needs. – Dennis Blaszak
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Daniel Webb, Financial Advisor – Solid Rock Financial Partners, LLC
ADDRESS: 4419 Pheasant Ridge Rd #301, Roanoke, VA 24014, United States
NUMBER: +15408920138
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 – Daniel Webb at Solid Rock Financial Partners has been tremendously helpful in assisting my husband and me with our financial planning. My husband has known Dan for several years; they volunteered together in various capacities, so we were already aware of Dan’s values, strengths, and commitment to service. Finding ourselves in need of a new financial planner, we immediately jumped at the chance to utilize Dan’s services as we knew we could trust his guidance. Dan is approachable, reliable, and always quick to respond. He patiently answers all of our questions and helps us make decisions based on our goals and life circumstances. He went the extra mile to make sure that we received additional quotes after we were not completely satisfied with our initial options. Dan has carefully explained many options that otherwise seemed overwhelming or confusing. We are very pleased to work with Dan and highly recommend his services to all who are in need of life insurance and long-term financial planning. – Elizabeth Dennis
REVIEW #2 – I can’t say enough good things about Daniel Webb at Solid Rock Financial. Daniel is incredibly knowledgeable, approachable, and genuinely invested in helping me secure my financial future. He took the time to listen to my goals, explained everything in a way that was easy to understand, and crafted a plan that felt tailor-made for me. His expertise and dedication are unmatched, and his friendly, down-to-earth demeanor made the entire process a breeze. Thanks to Daniel, I feel more confident and in control of my finances than ever before. If you’re looking for someone who truly cares and delivers outstanding results, Daniel Webb is the person to trust. Five stars all the way! – Dustin Curtis
REVIEW #3 – I have been working with Dan for about 4 years now and cannot speak of him highly enough. He is thorough, organized, and really takes the time to explain things and keep in contact with me–even just to check in and see if I need anything. He keeps things clear & simple with the financial planning & I’ve learned so much from him. Thank you Dan for being so amazing at what you do! – Emily Fadeley
REVIEW #4 – Working with Daniel Webb at Solid Rock Financial Partners has been an outstanding experience. Dan has a way of making complex financial decisions feel clear and manageable. He doesn’t just tell me what to do—he walks alongside me, educating me every step of the way so I feel confident in the choices I’m making. His thoughtful, well-informed recommendations always align with my goals, and I truly trust his guidance. If you’re looking for a financial advisor who genuinely cares and empowers you to make the best decisions for your future, I highly recommend Dan! – Jordan Labiosa
REVIEW #5 – We have worked with Andrew for several years and he is phenomenal! We connected through New York Life and purchased life insurance through him. Since then, we have also switched our retirement accounts to be under his guidance. Andrew is great at his job, always available to answer our questions, explain what we don’t understand, and help us make sound financial decisions for our family’s future. He is personable and genuinely cares about his clients. Highly recommend! – Shannon Kontyko
360 Wealth Consulting
ADDRESS: 1017 2nd St SW Ste A, Roanoke, VA 24016, United States
NUMBER: +15405620123
SERVICES: Estate planning, General investment consulting, Tax planning, Wealth management, Company Retirement Plans, Financial Planning, Insurance Advisors, Investment Advice, Investment Advisory Services, Investment Portfolio, Ira Plan, Qualified Retirement Plans, Retirement Income Planning, Retirement Planning Counselor, Retirement Strategies
OFFICE HOURS
| Mon | 10:00 AM – 3:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 3:00 PM | |
| Wed | 10:00 AM – 3:00 PM | |
| Thu | 10:00 AM – 3:00 PM | |
| Fri | 10:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – So many of us go thru life focusing and giving our all, to our family and careers. I am no different. I’ve made the best decisions I know along the way, preparing my self for retirement one day. But am I ready? Are all my ducks in a row? While I’ve done all I think I can, Mike of 360 Financial, has opened my eyes to what other possibilities and needs I may have for my upcoming retirement. I encourage anyone reading this to give Mike or a staff member a call and see how 360 can improve your financial stability into retirement. They are courteous and professional. You won’t be disappointed! – Robert Hogan
REVIEW #2 – Tax laws are never easy to navigate. For year’s my family has been missing out on returns while I assumed I was getting the best “bang for my buck” with turbo-tax software. After 1 hour with the folks at 360, all that changed. My return is better, my small business is on track and planning for retirement has never made more sense. I wish I would have found them 10 years ago. – AlphabetRFD
REVIEW #3 – Mike became my financial advisor several years ago. He’s level headed even when the market isn’t. He has saved me money from the start and made me a good return along the way. He’s personal, he cares, and he really knows what he is doing. He has strong business sense and can help in those regards too. – Bill Philips
REVIEW #4 – I have really enjoyed working with Michael Shelton and plan on working with him for many years to come. He works very hard and always on top of everything. He is the financial planner that his your best interest at heart. – Mae Phillips
REVIEW #5 – I found Michael through Dave Ramsey’s online Smartvestor tool for ELP’s (Endorsed Local Provider). Michael reached out to me within a few hours of me seeking more information for an ELP and was able to meet with me within a few days of establishing contact. Michael gave me an hour of his time to go over my current financial standing (which required some work and adjustments) as well as some great financial advice that was not only in line with Dave Ramsey’s recommendations but actually fine-tuned my individual portfolio a bit more than I could get just from Dave Ramsey’s program. I left that initial hour meeting having felt like I learned several knew things regarding the financial realm as well as steps I needed to take to strengthen my personal finances.
Part of the requirements of being an ELP is that the professional must have the “heart of a teacher,” which I can verify Michael Shelton possesses. If you’re just looking for a financial professional to hand your financial documents over to be managed I’m sure Michael Shelton could do that; however, you’d be missing the most important benefit, his wealth of knowledge about the financial realm (which he gladly imparts to the consumer’s he serves).
I would highly recommend (and already have recommended to my closer friends) Michael Shelton if you are looking for a financial professor to assist with investments, financial planning, debt reduction, taxes, etc…
I was asked to complete this survey by Michael Shelton and gladly did so because I was pleased with the service he provided (which he did not even charge me for). I did not receive any compensation outside of his consultation to complete this review. – Caleb Frailey
Capital Investment Company Of Virginia / Sollinda Capital Management – J. Andy Ingram, AIF®, QPFC™, CPFA® C(k)P®, Ri(k)™
ADDRESS: 111 Campbell Ave SW #1a, Roanoke, VA 24011, United States
NUMBER: +15407652750
SERVICES: Retirement savings consulting, 401(k) Plan Management & Consulting, 401(k) Advisor Consultant, 403(b) Advisor Consultant, 3(38) Fiduciary Management, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement Plan Adviser, Retirement Plan Consulting, Retirement Plan Management, Investment Management
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 – I met Andy in 2012 for help with an inherited IRA. With his guidance we were able to successfully navigate the path best for us. He listened, advised and presented a plan that best met our goals and needs. Andy is always the professional. Through Andy, we have access to a variety of investment options.
Over the years as our situation changed, Andy has been able to maximize our investment opportunities and successfully meet our life goals. With his assistance we have been able to retire early and do the things we enjoy. – Ben Truett
REVIEW #2 – Andy was introduced to us when my husband inherited his parent’s financials. We had no knowledge of the stock market world. Andy made us feel so at ease through the whole process. He has an abundance of patience with us explaining different terminologies. He is a great asset and is very trustworthy. – Cathy Greene
REVIEW #3 – Andy Ingram is a great person to work with. It is easy to set up a phone call to discuss business matters. He is prompt and helpful. If you are looking for a financial advisor, Andy is a great choice. He also has a wonderful associate, Brooke, who is also kind , helpful and responsive. They make a good team. – P Linkovic
REVIEW #4 – Andy is very responsive, and always has smart and useful advice to offer about all our financial needs. Highly recommend working with Andy Ingram at Capital Investment Company Of Virginia / Sollinda Capital Management! – Cat Lazaroff
REVIEW #5 – Andy Ingram has been a great asset for us as we head into the uncharted waters of retirement! His knowledge and recommendations are very much appreciated and we highly recommend him! – Loretta Kiedrowski
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