4 Best Gold IRA Investment Companies Near Me in Royal Oak, MI – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
The Financial Planning Company
ADDRESS: 220 S Main St, Royal Oak, MI 48067, United States
NUMBER: +1 248-766-0070
DESCRIPTION FROM BUSINESS: The Financial Planning Company is a fee-only, fiduciary registered investment advisor with offices in Royal Oak, Michigan. Our mission is to provide individuals, families, and 401(k) plans a low-cost opportunity to the highest quality investment service available…
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 – 6:00 PM | |
| Sat | 10:00 AM – 5:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Brewster has helped me with my 401k planning for over 13 years. He is great to work with and an expert in his field. He made my 1 year old son a portfolio of stocks for his 1st birthday and I can’t imagine a more special gift! – Paige Spearin
REVIEW #2 – I plan to use The Financial Planning Company for retirement planning and 401k advice in the future. I’m grateful for the financial consulting and investment advice that I received. I asked many simple questions and Brewster happily and patiently answered each one. Probably the best financial advisor (fiduciary) that I’ve ever had. I love his attitude, and the location in Bloomfield Hills by Telegraph and Square Lake is right on my way home from work. I feel at ease knowing I have a certified financial planner on my team. I would definitely suggest using this firm for any financial or investment questions. – Fran Berry
REVIEW #3 – I was looking for the best certified financial planner near me and stumbled upon the financial planning company. They seemed to match my financial planning needs and am a big fan of their academic based investment strategy. I really like how they are a fee only fiduciary and put their client needs first! It’s a cool little investment firm in royal oak and I’m happy to recommend them. – Lauren Aday
REVIEW #4 – Brewster has done a great job helping me get my financial life in order. Had accounts all over the place and I’m happy with his work! Feel like we have a good game plan through up and down markets. Excited for the future! – Byron Shecter
REVIEW #5 – Brewster has exceeded my expectations as a Fiduciary. Primarily focusing on my retirement, he has added a contemporary approach grounded in statistics to addressing my goals. – Peterson Cullimore
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Kelly Capital Partners
ADDRESS: 26676 Woodward Ave, Royal Oak, MI 48067, United States
NUMBER: +1 248-262-7217
DESCRIPTION FROM BUSINESS: Kelly Capital Partners is a Southeast Michigan independent retirement advisory firm with over 20 years of combined financial experience. We pride ourselves in providing the highest level of retirement planning and customer service…
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 – Janie, Sean, Brandy and the entire staff are very friendly and accommodating. We also like the office space. We particularly choose to drive 30 minutes for a face to face rather than a Zoom call. We believe we get such a richer experience and deeper level of understanding with in-person visit. We continue to learn more and more with each visit and grow in our comfort with the eventual thought of retirement and having good investment income to draw from. We have Annuity and Asset Mark investment services from/through Kelly Capital. – Troy Johnson
REVIEW #2 – My impression of everyone at Kelly Capital Partners is they are very knowledgeable in all aspects of retirement planning & are service oriented. They have the expertise to manage whatever comes their way or advise their clients if applicable. The atmosphere in their office is very friendly and homey (especially in their new office space). They have been very prompt responding to any inquiry I have made and I am so thankful that they are in my corner. – Theresa Miller
REVIEW #3 – We very much appreciate Kelly capital Partners. We have a very comfortable retirement thanks to the planning that they did for us and continue to do for us. And we are grateful that they take the time to answer our questions and make us feel that they care about us and our needs. – Nick P
REVIEW #4 – Janey Kelly is second to none. She is well versed on her knowledge and professionalism on our retirement plan and gives us the pros and cons on how to live in retirement . That includes money at hand and you’re Social Security and when to take it. We feel well taken care with Kelly Capital Partners. Would recommend to family and friends! – Dale Morris
REVIEW #5 – Excellent retirement planning and investment management firm. Janie, Sean, Brandy and everyone we met at Kelly Capital are very friendly and personable. They work with their clients to customize a retirement and investment plan. HIGHLY RECOMMENDED! – Ronald Kruger
REVIEW #6 – After listening to Janie Kelly on WMUZ my wife and I decided to make an appointment to discuss our investment options. we are very surprised and happy with what they do And how they do it. Never felt intimidated or out of our league. Everyone there is very friendly, explains everything clearly and simply and is aboveboard helpful with any questions or issues you may have. We highly recommend them.!!!! – Mark
REVIEW #7 – This has been a very positive experience. Everyone here are very friendly and personable. They took the time to explain the financial plan and answer my questions. They never rush through meetings. Options were offered that my former advisor never informed me about. – Cynthia Hager
REVIEW #8 – Kelly Capital Partners provides piece of mind regarding your investments, keeps you abreast of current strategies being utilized to meet your retirement goals. Highly recommend them for your retirement planning – Carl D. Clark
REVIEW #9 – Met with Janie Kelly to start our next step into retirement. She had our plan laid out and went over it in detail insuring that my wife and I understood our options. We left the office feeling confident of our future knowing that Kelly Capital Partners was in fact our partners working in our best interest. – Henry Layton
Ohana Wealth Advisory
ADDRESS: 3315 N Campbell Rd, Royal Oak, MI 48073, United States
NUMBER: +1 248-246-8080
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Michael has been my advisor for quite a few years. I switched to him when my previous advisor was not responsive. He is very down to Earth, professional and responsive. He explains something quite complicated in a way that empowers me to make sound decisions and truly understand personal finance. We recently met with Michael to set long-term goals. He ran through different scenarios so we could see how our decisions now might impact our future retirement plans. I felt comfortable being frank with our personal finance information. I highly recommend him. – Melissa Dalton
REVIEW #2 – We have been working with Michael Cayen since 2009. He has proven to be a trusted and knowledgeable advisor for our family. Since he established Ohana Wealth Advisory the same confidence in him and the company has continued. Michael is a valued member of our financial family! We highly recommend Ohana Wealth Advisory! – Paul and Marie Hoppa
REVIEW #3 – Working with Michael and the Ohana Wealth Advisory team has been a complete game-changer for my families financial future. From the very first meeting, it was clear that they prioritize a one-on-one client experience that you just don’t find at larger firms. They take the time to truly listen, tailoring every strategy to my families specific goals rather than offering a cookie-cutter plan.
What really sets them apart, though, is the heart behind the business. They don’t just treat you like a portfolio or a line on a spreadsheet they truly include their clients as part of their ‘Ohana’ (family). You feel supported, heard, and genuinely cared for every step of the way. If you’re looking for expert financial guidance delivered with a personal, family-oriented touch, we cannot recommend the team at Ohana Wealth Advisory enough! – Jason Rutledge
REVIEW #4 – Michael has been my “money guy” for nearly 30 years! He truly cares about his clients and their goals. He reaches out regularly, often times just to simply check in. We appreciate his honest advice and how he makes us feel like family. We highly recommend him and his crew! – Jamie Detter
REVIEW #5 – There is NO ONE better or more trustworthy than Michael at Ohana Wealth to guide you with investing & protecting your money! I feel very fortunate to have met Michael many years ago in the teachers lounge at school! He is always willing to meet with you whenever needed, either at your home or in his office. Thanks to Michael I have been comfortably retired for over 5 years & he will make sure I continue to be, for the future! – Ellen Edwards
REVIEW #6 – As a long time client of Michael Cayen, I can attest to his dedication and commitment. He has a knack for understanding and guiding his clients through the ups and downs of markets during tumultuous times. Michael is attentive to my needs and situation, and is always responsive and communicative. I highly recommend him as a financial advisor. – Susan Steigmeyer
REVIEW #7 – We enjoy working with Michael and his team at Ohana. He is very conscientious of our financial goals and we appreciate his honest and direct approach. Very service oriented. – Don Bokshan
REVIEW #8 – Michael has been my advisor for over 2 decades and has been very knowledgeable and helpful regarding my financial decisions through several life changes. I highly recommend him and his entire team. – B Morehead
REVIEW #9 – I have been through a few financial advisors over the years and I didn’t feel comfortable with them managing my money. Trusting someone with your money and knowing that they will stay on top of it is a big deal and hard to come by.
I have been with Michael Cayen for over 20 years and have total faith that he will stay on top of my investments and use his many years of knowledge to invest wisely. His new company Ohana Wealth Advisory is a compliment to his success and abilities and it’s a pleasure to work with him and his new staff. – Jeff Spencer
Deller Wealth Management
ADDRESS: 418 N Main St Suite 200, Royal Oak, MI 48067, United States
NUMBER: +1 248-565-3777
DESCRIPTION FROM BUSINESS: Clients deserve personalized solutions from professionals they know and trust. At Deller Wealth Management, our focus is getting to know you and your family financially in order to understand your goals. We provide a tailored approach to best meet your financial objectives…
OFFICE 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and learn so much at every appointment we have with David. Now that we are approaching retirement in the next few years, we greatly appreciate his expertise in helping us be better prepared. – Suzanne Zampino
REVIEW #2 – David is extremely knowledgeable, personable, and trustworthy. From our very first meeting I learned several strategic moves that we have since employed to set my family on an improved financial trajectory. David takes the time to understand your unique situation and is able to explain complex strategies in a way that is easy to understand. I would highly recommend David and Deller Wealth Management to anyone and everyone who may be seeking wealth management council. – Luke Barton
REVIEW #3 – We retired recently and had numerous face to face and phone discussions with David Deller to allow him to put together a solid plan to protect our investments while still supporting portfolio growth. David was easy to talk to and we have been very happy with the results we have seen thanks to his guidance. David has worked for a numerous large financial investment companies and is passionate about the financial planning business. We would highly recommend Deller Wealth Management. – Daniel McLean
REVIEW #4 – David is extremely knowledgeable and thorough in his explanations of our financial options. He has fantastic communication and always ensures we understand everything. We trust David to always do what is best for our financial future. – Alli LaFond
REVIEW #5 – I’ve had the pleasure of knowing David for over ten years. He has always been and is a true professional. David is committed, trustworthy, and exceptionally smart. 10/10 would recommend. – Cedar Neeley
REVIEW #6 – I had been meaning to write this review for quite some time now! David is a professional in every aspect of the word. I always felt my best interest was first and foremost, I cannot recommend him enough. – Megan O
REVIEW #7 – David provided me with a lot of information in our short conversation. Though I determined that my assets were too small for him to manage, he was still willing to provide financial advice that will undoubtedly aid in getting me to the point where he will take me on as a client. – TLewis Detroit
REVIEW #8 – Absolutely fantastic service. Highly recommended. David is a true subject matter expert. Far more transparent about pricing than other financial advisors so you know you’re getting the best advice for YOU, not what’s best for the advisor’s commission. This advisor provides far more one-on-one attention than others I’ve used in the past. – Paul D
REVIEW #9 – My husband and I decided to work with Deller Wealth Management, which is fiduciary, as we got frustrated by the lack of transparency in the other financial company we had been using in the last 15 years.
Deller was on our short list based on our research (incl. background check on the SEC website), and after we interviewed top candidates, we decided to go with David (Deller). And that was an excellent decision. After working with him for a while, we confirmed that David is extremely knowledgeable, hard-working, professional, and trustworthy. He has demonstrated his genuine interest in helping us secure and grow our financials by not only advising us on a variety of financial tips but also ensuring we take actions (often walking us through the detail processes whenever necessary.). We can feel that he truly works on behalf of us. – Yeonhee Choi
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