4 Best Gold IRA Investment Companies Near Me in San Antonio, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Financial Life Advisors
ADDRESS: 2338 N Loop 1604 W Ste 311, San Antonio, TX 78248, United States
NUMBER: +1 210-918-8998
SERVICES: Chartered Retirement Planning Counselor, Financial Planning, Wealth Management, Corporate Retirement Plan, Distribution Strategy, Employer Retirement Plans, Group Retirement Plan, Investment Account, Investment Advice, Investment Analysis, Investment Fiduciary, Investment Management, Investment Portfolio, Investment Research, Investment Selection, Retirement Accounts, Retirement Funding, Retirement Investments, Retirement Plan Consultant
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Exceptionally knowledgeable, trustworthy, and responsive. We have been working with Ben for over 12 years, and he carefully reviews our entire financial picture—including tax returns, assets, insurance products, investments, and more. He provides clear, factual guidance that helps us make smart, informed decisions about retirement planning and our financial future. His valuable expertise, insight, and ability to clearly explain complex facts year after year give us confidence and peace of mind. Highly recommend. – Niki Guenther
REVIEW #2 – I chose FLA as I wanted an independent fiduciary that wasn’t a one person office or a large firm where I was just a number. This was a number of years ago that I started working with them. They have provided excellent financial and estate guidance. The investments are based on the risk profile I have. They are available to answer email or phone questions. We do have meetings, face to face or electronic, at key times during the year to discuss investments, taxes and other financial topics. l am glad I found this firm to work with and highly recommend them. – Jim Miller
REVIEW #3 – Financial Life Advisors has helped us with all our financial needs including managing our investments, retirement planning, tax planning and all other aspects of our financial needs. We have been very happy with all the services they provide. They are very responsive to any questions or issues we have. I would highly recommend them to anyone who needs financial services. – Lisa Martinez
REVIEW #4 – We’ve been with FLA for at least 6 years now. They have guided us through decisions about early retirement, homebuilding, estate planning, insurance, taxes, business development, and Medicare. In fact, they’ve initiated the contact, several times when their notes indicated it might be important! Our FLA advisor gives us Peace of Mind, that someone has our back. I highly recommend them! – Gabrielle Gelo
REVIEW #5 – We have used Financial Life Advisors since its inception. We trust them implicitly to always have our best interest in mind. They have helped us make sound decisions when planning for retirement, which have paid off in retirement. – Rick Ashley
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Stone Oak Wealth Management, LLC
ADDRESS: 19026 Ridgewood Pkwy Ste 134, San Antonio, TX 78259, United States
NUMBER: +1 210-339-2707
SERVICES: Business Solutions, Custom Investment, Financial Planning, Wealth Management and Wealth Transfer
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Stone Oak Wealth Management has been extremely helpful for me and my husband in preparing for our retirement and investments. They have been very attentive and patient while walking us through every step of our journey. (which we definitely needed) I would recommend them highly. – Lesta Ryan
REVIEW #2 – I had a great experience with the financial planner Greg and his team. They were very thorough, took their time, and made sure I understood everything. They clearly explained Social Security,, investing, wealth planning, insurance, and budgeting in a way that was easy to understand. I never felt rushed, and they answered all of my questions. I really appreciated their patience, knowledge, and personalized approach. I would highly recommend them to anyone looking for help with their financial planning. – S.P Thompson
REVIEW #3 – Greg Thompson, President of Stone Oak Wealth Management, knows more about investing than any 100 companies put together. Greg and his team care only about doing the best that can be, to put you in a great, safe place with your investments. They have kept a lot of extra stress and worry from my life. I am grateful. – Brian
REVIEW #4 – Professional, honest, and communicative staff. Best advisement firm we’ve ever worked with by far. – Jason Thompson
REVIEW #5 – The SOWM team far exceeds expectations in honesty & integrity, best in class knowledge & expertise, and good ole fashioned hospitality.
God literally took us to the very depths in our finances, but that is what allowed us to find SOWM. So it was all worth it. I am so grateful that God lead us to SOWM. – Scott Motycka
Reliance Financial Partners
ADDRESS: 6827 Camp Bullis Rd #402, San Antonio, TX 78256, United States
NUMBER: +1 210-255-3040
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Annuities Life Insurance, Capital Management, Investment Advisor, Investment Strategy, Legacy Plan, Permanent Life Insurance, Planning For Retirement, Retirement Accounts, Retirement Annuities, Retirement Planning, Retirement Strategies, Social Security Benefits
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I visited Reliance to get a second opinion on my current investment and tax planning strategies. We met with Tyler, and I will say he and his brother Dana are down to earth individuals that will be straight forward, and honest about their approach to wealth management (estate planning, investment planning, tax planning, etc.). I found our discussions on the topics refreshing and good. They are thorough and thoughtful in their planning and discussion methods. While I did not decide to engage them for full time management purposes, I have no reservations about recommending them, and their staff. – Geo-T22 Pav
REVIEW #2 – If you’re looking for personalized service, Dana and his team is the team for you! Retirement planning does not have to be a mystery – my wife and I are confident in our decisions about the best years ahead! We are in control, and as a fiduciary partner, Reliance stands by its name – we can rely on them! Thank you Dana for making us informed partners! – Nelson Tuazon
REVIEW #3 – We have been clients here since 2016 and have nothing praise for their services. The office staff is very friendly and always professional. Our personal advisor is so very patient with our many questions and so generous with her time. We are fans for life! – Karen Gonzalez
REVIEW #4 – Reliance is the most attentive and responsive company I’ve ever worked with-not just financial services company but any personal services company. From Management to our Personal Account Rep to the Service Team we feel well attended to and listened to. But more importantly they are knowledgeable and seem immensely competent to handle our investments with our goals in mind. – tracey brundrett
REVIEW #5 – We have had a fantastic experience with reliance since our first meeting. All of the staff have been welcoming and friendly, extremely communicative which we love. They did a fantastic job of listening to our circumstances and goals and created a plan based on exactly what we spoke about. We are very satisfied with their team and definitely recommend them to anyone that asks – john escobedo
Secure Financial Management
ADDRESS: 4630 De Zavala Rd, San Antonio, TX 78249, United States
NUMBER: +1 210-428-6250
SERVICES: Asset Management, Capital Management, Estate Planning, Financial Analysis, Financial Management, Financial Planning, Health Care Coverage, Insurance Coverage, Investing Plans, Investment Accounts, Investment Advisory Services, Performance Reports, Registered Investment Advisor, Retirement Planning, Retirement Planning Services, Retirement Projections, Savings And Investment, Tax Efficient
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 am so pleased with the service and professionalism Secure Financial Management has provided me with my financial and Medicare needs. I would like to specifically recognize Frank Esquivel for his assistance and expertise with assisting me with the nuances of Medicare enrollment. Overall the SFM staff has been extremely supportive and helpful to my every needs. Well done and would highly recommend their services!!! – Lawrence Zertuche
REVIEW #2 – Secure Financial Services has been a trusted partner for my family, and we are grateful for the care and guidance they have provided. Protecting my family’s future is one of the most important responsibilities I have, and they have given us confidence through their transparency, accountability, and commitment to doing what is right. They took the time to understand our needs, explain our options, and provide guidance every step of the way. Knowing we have a team we can trust brings great peace of mind. I would highly recommend Secure Financial Services to any family looking for honest support and a partner who truly cares. – Monica – Leo Vasquez
REVIEW #3 – Was offered several meetings to discuss my financial situation and goals. Even met with the founder, Jay Kirkwood, who was thorough and extremely honest. They are genuine and don’t push commission-based products on you. If your needs are not quite in line with having them mange your investments, they are straight-forward in letting you know that and are still happy to answer questions and advice. Definitely plan to move forward with Secure Financial in the future. – David Stachniak
REVIEW #4 – I am very pleased with SFM and their retirement planning advice. I was able to retire earlier than I had expected. I also am pleased with the advice I get regarding health care. They are a one stop shop and the staff make you feel right at home. – Barbara Martinez
REVIEW #5 – Incredibly knowledgeable, friendly, and genuinely invested in their clients. They regularly host excellent events—from financial market education to holiday celebrations—and always make us feel like part of the family. Exceptional service and a wonderful team! – Maureen O’Donoghue
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