4 Best Gold IRA Investment Companies Near Me in Savannah, GA – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Live Oak Financial Planning
ADDRESS: 340 Eisenhower Dr suite 1101, Savannah, GA 31406, United States
NUMBER: +1 866-629-6251
DESCRIPTION FROM BUSINESS:
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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Seth really knows his stuff and he takes the time to evaluate our needs and the products that would work for us. – Jon W
REVIEW #2 – I would recommend Seth & the Live Oak team to anyone. Great service & we continue to learn a lot working with them. – Dane Eckard
REVIEW #3 – Really knows his stuff, and explains well. – Alan Roberds
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Savannah Wealth Group
ADDRESS: 7393 Hodgson Memorial Dr Suite 201, Savannah, GA 31406, United States
NUMBER: +1 912-209-4759
DESCRIPTION FROM BUSINESS:
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have had a wonderful experience! The staff is excellent and very informative. Robbie walked me through the process and answered every question and concern that I had. – Freda Henderson
REVIEW #2 – Savannah Wealth Group always has our best interest in mind for retirement when making helpful suggestions for our financial needs. Jerry Spivey has been very easy to work with and is always accessible when I have had questions. He genuinely cares about his clients. I strongly recommend Savannah Wealth Group for your financial planning. – Johnsie Brannen
REVIEW #3 – Bryan’s guidance is spot-on, and he genuinely cares about his clients’ financial well-being. He’s reliable, knowledgeable, and always goes the extra mile to ensure his clients are on the right track. – Leisa Smith
REVIEW #4 – Very trustworthy and knowledgeable group. I highly recommend Savannah Wealth Group for your financial planning and wealth management needs! – Nate Tosto
REVIEW #5 – Morrell McCaskill is the best advisor I have ever had. His honesty and integrity is above all. – Kari Kline
REVIEW #6 – Rob and his colleagues are the best. Friendly,informative and I feel they have my best interest in mind. I don’t trust easily. But I trust they are there for me. Great group. – Terri Miles
REVIEW #7 – Savannah Wealth is a fantastic team. Mason is a wealth of knowledge with a huge list of value added resources and connections beyond investments. – Adam Strange
REVIEW #8 – Robert Campbell is exceptional. He has been my advisor for 11 years and I value his expertise in all matters of finance! – john king
REVIEW #9 – Awesome group of advisors! Knowledgeable and trustworthy! Im amazed at what they do with my portfolio year after year! Highly recommend! – Charles Lewis
Lighthouse Financial Group
ADDRESS: 140 Johnny Mercer Blvd #2, Savannah, GA 31410, United States
NUMBER: +1 912-354-4200
DESCRIPTION FROM BUSINESS: An independent financial planning firm focused on retirement planning through the use of insurance and investment products.
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 – Wendy, Moya and the whole team are true professionals. They are my go to and I’m happy to have them in my corner looking out for my best interest and also the interest of those I love. They have helped my mother and my now passed “Nana” in making some great financial decisions and help manage their money and retirement for the long haul. Not only do they guide the also educate and innovate. Offering classes and workshops will help you think more about the future and not out live your money. Thank you for what you do and being such a big part of my life. – Travis Sawyer
REVIEW #2 – Lighthouse Financial Group is a great organization. My wife and I first met Wendy and Moya almost five years ago when we were first considering retirement investments. They made us aware of how our previous investments were filled with hidden fees. They set us up with several strong annuities that will provide lifetime income and helped us to reinvest a Federal retiree TSP account.
We have always found Wendy and Moya to respond quickly to any of our questions or set up a meeting to discuss strategies. They always carefully explain each investment and answer all of our questions. They are an excellent fiduciary group and we highly recommend them. – Richard Hanwacker
REVIEW #3 – My husband and I have been under the watchful eyes of Wendy’s team at Lighthouse Financial and we couldn’t be more comfortable about our finances and our choice in her team. The team has helped us during our working years and now moving into retirement as well as Medicare needs. Wendy, Moya, and Deanna are thoughtful in their approach and listen to their clients needs and desires. They stay in contact throughout the year to make sure we know what is going on and make useful suggestions when and if needed. It’s a real comfort knowing we can count on them to keep a watchful eye on our end goals. – Tara Packer
REVIEW #4 – We feel so fortunate to have found Lighthouse Financial to help us with our investments. They understand all the ins and outs of retirement planning, as well as the market in general. They get to know their clients, and do not offer cookie cutter solutions…everything is customized. The icing on the cake is that both Moya and Wendy are both nice, caring, personable, and fun! My husband and I highly recommend them. – Jyl O’Neal
REVIEW #5 – I thank the Lord we found Lighthouse Financial Group in 2008. Windy and Moya have really taken good care of us. We now have a lifetime monthly income to supplement our Social Security and retirement. It really comes in handy. Every investment they have made for us has been very profitable. They really look out for their clients. I give them the highest recommendation. – Ernestine Callahan
REVIEW #6 – Moya and Wendy make financial planning fun! They are so easy to talk to and they have a way of breaking down complex topics so they are easy to understand. I have had such a great experience working with them and would highly recommend stopping by for an introductory meeting or attending one of their events! – Bryan Peake
REVIEW #7 – We were concerned about leaving 401K money in stocks for retirement. Wendy presented a few options and made sure we clearly understood each one. There was no pressure from her as to what she wanted, but what we thought was best. She put our interests above hers. They have been very helpful in other financial areas as well, and have always been eager to help in any way they can. The whole team is a pleasure to work with. Freddie and Donna – D Siebert
REVIEW #8 – I have known Wendy for many years. I value her knowledge and professional insights. Moya is great and very responsive. Lighthouse is a trusted partner in my retirement planning. – R W
REVIEW #9 – Lighthouse Financial listens to their clients needs and develops a plan that is a great fit for that individual. They are very responsive and available to answer questions. They are very customer service oriented and not high pressure sales. I enjoyed my meeting with Lighthouse and their developing investment plans which had great value. – Trina Brown
Alpha Financial Management
ADDRESS: 7505 Waters Ave STE E1, Savannah, GA 31406, United States
NUMBER: +1 912-353-9343
DESCRIPTION FROM BUSINESS: Alpha Financial Management is a fee-only fiduciary financial planning and investment advisory firm based in Savannah, GA. We help individuals, families, and business owners make confident financial decisions through personalized, comprehensive guidance…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – It has been a great experience working with the Alpha Team over the last four or so years! Michael, Wayne, and Molly each bring their expertise to the meetings we share with honesty and grace. I believe they have made a huge difference in helping my husband and I navigate investments, and carve out a plan that works for us and our financial future. I highly recommend Alpha Financial Management, you won’t be disappointed. – Amy Giunta
REVIEW #2 – Wayne and Molly have been excellent to work with! My wife and I were into the early phase of our financial planning and had a lot of different accounts and complex situation. Wayne and Molly have been very helpful in organizing everything, being very thorough, and explaining everything so that we can understand what is going on. I get very into the weeds on some topics, and they are always willing to answer all of my questions and engage in meaningful discussions. I definitely recommend Alpha Financial for any level of financial planning needs – Nick S
REVIEW #3 – I’ve had a wonderful experience at Alpha Financial Management. My husband and I switched over to using them early this year and have zero complaints. Molly and Wayne are EXTREMELY thorough with the questions they ask you because they really want to help you achieve your financial goals. We have quarterly meetings with them make sure we are all on the same page about investments, and they have done so much to help guide us towards a better future. Don’t hesitate to work with them, just DO IT! I wish I had done it sooner. – Tannah Greenwood
REVIEW #4 – Coming from a sales background, it takes time to know whether you can trust that someone has their best interest at heart. My wife and I have found that Alpha Financial has that. We’ve never felt more trust with this company. Best decision we’ve made with our retirement plans. Highly recommend. – Kyle Giunta
REVIEW #5 – Wayne, Michael and all the team are fantastic. They came highly recommended by friends. Really listen to your thoughts and wants and needs and explain everything that a layman like myself can understand. I retired in May and we moved my 401k to them to manage and are very pleased. It feels good to have a team you can trust. – Shelly Fields
REVIEW #6 – The team at Alpha Financial has been a life saver for our family! Wayne and Molly continue to help our young family reach our financial goals each year. This year with their guidance, we set up college savings accounts for our children. We are thrilled to have found such a wonderful financial team, 10/10 would recommend this company to friends and family. – Michelle Kay
REVIEW #7 – Wayne and Molly are wonderful to work with. We appreciate their holistic approach to planning as well as their responsiveness. They’ve expertly helped us continue to achieve our financial goals. We have peace of mind with Alpha acting as our fiduciary financial advisor. – Karen W
REVIEW #8 – Wayne, Michael & Molly have been very active in keeping our money right on target! Plus I spend a lot and they invest our monies so you wouldn’t know I was spending all that!! They are extremely down to earth and helpful. Highly recommend this company! – Jennifer Alexander
REVIEW #9 – I’ve been using Alpha Financial for both financial planning and investment advice, and I’m very pleased with the service they provide.
Their financial planning process is very thorough. They take the time to explain complex concepts in a way that is easy to understand. I feel confident about the strategies they recommended.
When it comes to investment advice, Alpha Financial has always done a great job. Their guidance is clear, personalized, and they understand market trends. I’ve consistently felt well-advised throughout the process.
I feel much more secure about my financial future with Alpha Financial.
Overall, I highly recommend Alpha Financial for anyone looking for reliable, personalized financial planning and investment advice. – Jim Richards
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
