4 Best Gold IRA Investment Companies Near Me in Scottsdale, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Trajan Wealth | Scottsdale Headquarters
ADDRESS: 18700 Hayden Rd Suite 470, Scottsdale, AZ 85255, United States
NUMBER: +1 480-919-9002
DESCRIPTION FROM BUSINESS: Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning…
STORE 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 – Trajan is awesome. I invested two 401Ks into a single IRA that they manage and I’m up about 64% in just under two years. My financial advisor has been very helpful through life changes like moving, buying/selling homes and how to invest the proceeds, and I also have my taxes done through Trajan. There’s the obvious benefit of them being a fiduciary, so it’s in their best interest to earn money for me so that they earn and they clearly do. I’ve recommended them to several friends, because even with similar invested amounts my growth has exceeded several others. Highly recommended – Lisa Marie
REVIEW #2 – Tom is outstanding and constantly reaches out to determine if my retirement plans have changed. As a 10+ year customer, my long term average has been great. Jeff originally took me on and made it extremely easy and painless to consolidate 401K plans. I’m not at all surprised at Trajan’s growth, with the professionalism and service they’ve always delivered for me. Having grown up in a military family, I also value Trajan’s support for veterans. – KD
REVIEW #3 – My experience with Trajan wealth has been a great. From the staff from top to bottom has always felt welcome at their offices, my advisor Justin Junker has been there for me when ever I need his assistance he is there without question. He regularly checks with me for updates and and has helped me so much with my financial goals. – Rick Issar
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Edward Jones – Financial Advisor: Angelica F Prescod
ADDRESS: 4250 N Drinkwater Blvd Ste 170, Scottsdale, AZ 85251, United States
NUMBER: +1 480-423-1129
DESCRIPTION FROM BUSINESS: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
STORE 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 – I’ve trusted Angelica Prescod and her team with my Personal and Roth IRA portfolio since 2022, and the results speak for themselves. What sets Angelica apart is her genuine commitment to advancing financial literacy within the Afro Latinx communities. Her personalized approach shows she truly cares about each client’s individual success, not just managing accounts. I highly recommend her services to anyone looking for a financial advisor who delivers results while championing financial empowerment. – Chante’
REVIEW #2 – Angelica Prescod holds a wealth of knowledge and is the most helpful financial advisor. She takes the time to break down your options, answer your questions, explain to you what’s best for your individual financial situation and makes sure you’re 100% comfortable before moving forward. My only regret is that I didn’t learn about her sooner. I’m so grateful for her wisdom and feel 100% confident about my financial future now because of her! – Zayin & Chelsie Brown
REVIEW #3 – Angelica Prescod was an absolute standout as our Guest Speaker for our Employee Engagement Group session…WOW!
She shared her expertise with such care and precision, making complex financial concepts approachable and insightful. But beyond her knowledge, what truly set her apart was her electric energy—she captivated the room, inspired thoughtful discussions, and made the experience both engaging and enriching. Her enthusiasm and genuine passion for helping others were evident in every interaction.
If you’re looking for someone who blends professionalism with warmth and wisdom, she is the person to trust! I ABSOLUTELY love Angelica! – Christine Coughlan
Stine Wealth Management
ADDRESS: 6991 E Camelback Rd #D300, Scottsdale, AZ 85251, United States
NUMBER: +1 480-470-4227
DESCRIPTION FROM BUSINESS: Stine Wealth Management in Scottsdale, AZ, offers comprehensive financial planning and investment services. Our expert advisors specialize in retirement planning, IRAs, 401(k)s, and college savings…
STORE 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 – Alison is absolutely incredible! She is patient, thorough, and takes the time to walk me through everything, making sure I fully understand my financial decisions. Her knowledge and guidance have been invaluable, and I always feel confident knowing she has my best interests at heart. I can’t recommend her enough! – Megan Keruskin
REVIEW #2 – Alison provides amazing information for financial management! She takes the time to understand what your goals are by listening to her clients. Her knowledge, attention to detail, and warmth all shine through when speaking to her. You can feel how much she cares about what’s best for her clients! – Amy Hart
REVIEW #3 – Alison is absolutely fantastic at what she does. She always handles my questions with patience and detail and takes the time to make sure I understand all my financial options. Even beyond the office, Alison is so genuinely kind and warm. If you’re searching for someone to help set you up for success in the future, look no further. Could not recommend her more! – Megan Oleno
Asset Preservation Wealth & Tax, Financial Advisors
ADDRESS: 16435 N Scottsdale Rd #175, Scottsdale, AZ 85254, United States
NUMBER: +1 602-449-0146
DESCRIPTION FROM BUSINESS: Asset Preservation Tax & Retirement Services is an independent income tax, Financial Planning, Estate Planning, Wealth Management, Financial Advisor, and Insurance services firm devoted to working with seniors, serving Arizona…
STORE 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 – 5:30 PM | |
| Sat | 8:30 AM – 5:30 PM | |
| Sun | 8:30 AM – 5:30 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – After many years working for various employers my wife and I had a variety of 401K’s sprinkled across numerous Financial Institutions. And we were both approaching retirement age so we needed to get organized. We called Asset Preservation and were lucky enough to meet Erick Jimenez. Erick helped bring “order to chaos” and even showed us fees we were paying in our 401Ks that were not readily apparent. He helped us create a plan and migrate the funds in those various 401ks into IRAs under one umbrella. And most importantly, he helped take away stress for what comes next in our “4th Quarter”. We urge you to call for your free appointment – you have nothing to lose and potentially much to gain… – Mike & Ang
REVIEW #2 – My husband and I are so thankful that we decided to work with Dan Murphy at Asset Preservation. He is very knowledgeable, patient and friendly and is always available & responsive to us no matter how many questions we ask. He helped put our minds at ease with regard to our finances as well as plan for our retirements. Another thing we really appreciate is the in-house tax preparation services. It’s kind of like a “one stop shop” for us with financial planning and filing our taxes which is very convenient and sets them apart from other businesses. We are very glad we chose Asset Preservation! – Gina Leising
REVIEW #3 – My husband and I are so grateful for Dan Murphy at Asset Preservation. He’s incredibly knowledgeable, patient, and friendly, and is always available and responsive no matter how many questions come up. Dan has helped ease our minds about finances and made us feel confident in planning for retirement. We also appreciate the in-house tax preparation services, making it a true “one-stop shop” for both financial planning and tax filing. This convenience, combined with their expertise, really sets Asset Preservation apart. We highly recommend Dan and his team! – Erica Meshinsky
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