4 Best Gold IRA Investment Companies Near Me in Seattle, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Beacon Pointe Advisors
ADDRESS: 5001 25th Ave NE Ste 201E, Seattle, WA 98105, United States
NUMBER: +12064175600
SERVICES: Retirement savings consulting, Financial And Estate Planning, Investment Advice, Investment Management, Plans Services, Private Wealth Management, Retirement Plan Services, Retirement Planning, Risk Management, Strategic Planning, Wealth Advisors, Wealth Management, Wealth Planning
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – James Simone and the Beacon Pointe team has been a fantastic partner in helping us navigate our financial future. Everyone we’ve worked with is proactive, responsive, knowledgeable, and genuinely invested in our success. They consistently take the time to explain complex financial concepts and investments so we can make informed decisions with confidence. Most importantly, they focus on building long-term relationships rather than transactional interactions. We highly recommend them to anyone looking for trusted financial guidance and strong results. – John O’Rourke
REVIEW #2 – Beacon Pointe Advisor Team, led by Grant Hartvigson, is truly incredible and exceeds expectations. Extremely knowledgeable and confident, with a complete and customized plan, with sound and responsible advice. I have complete trust in the direction of our plan, and feel as if I am their only client, with the attention and communication of me and our account. We have had great success and look forward to many years together as a true financial partner. – john moscrip
REVIEW #3 – Grant Hartvigson of Beacon Pointe Advisors has worked with us for nearly thirty years to manage our finances and secure our financial future. Grant has always paid careful attention to our financial goals, managed our finances with professionalism, knowledge and attention to detail and always made us feel as if we were his only clients. He has always taken the time to carefully and thoughtfully answer our questions and to provide invaluable advice. In a word, Grant is the “best.” – Rodney Ogawa
REVIEW #4 – I’ve had the pleasure of working with Kimberly Arnesen for a long time, and I can’t recommend her enough! As a business owner, her ongoing advice continues to transform the way I approach my business. Kimberly consistently offers practical, thoughtful insights that are tailored to my specific needs. She takes the time to understand the challenges I face and always provides innovative, effective solutions. Her expertise in the industry is clear, and her passion for helping others succeed shines through in every interaction. If you’re looking for long-term guidance and support, Kimberly is the one to trust! – Valerie Musser
REVIEW #5 – My husband and I have worked with Kimberly Arnesen for many years and honestly, she is brilliant. Always very helpful and kind. When meeting with her, she listens, is prepared and has good ideas and strategies that have helped us. When emailing her, she is very prompt in responding which we appreciate. She never makes us feel like we don’t know or understand things. We have our adult children now going to her also and they feel confident with her and trust the advice she offers. Kimberly is steady, personable and very knowledgable. We highly recommend her. – Amy Chinn
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Better Tomorrow Financial
ADDRESS: 12526 Dayton Ave N, Seattle, WA 98133, United States
NUMBER: +1 253-655-7627
SERVICES: Asset Management, Comprehensive Financial Planning, Financial Planning, Financial Planning Services, Investment Advice, Investment Advisor, Investment Management, Personal Finance, Retirement planning
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 | 9:00 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ward has been incredibly helpful in kick starting our family’s financial planning. We’ve always put it off, but being able to have working sessions with Ward to help us work through many items we’ve been delaying was great to get our financial life in order. On top of financial advice, Ward is friendly, easy to work with, responsive, and patient. Would (and have) recommended him to others. – Spencer Bui
REVIEW #2 – Ward is fantastic and very thorough. He reviewed every aspect of our finances and life planning (including wills, insurance, etc). It is a huge comfort to know that you have everything in order and he doesn’t just leave you with a list of instructions – he sits with you and walks you through everything which means no worries about navigating unintuitive financial websites. He has sound financial advice and earned his fee in our first meeting with some tax recommendations. – Lauren Cutler
REVIEW #3 – My good friend recommended Ward to me and I couldn’t be happier with the experience I’ve had working with him. He’s patient, knowledgeable, cares deeply about his clients and takes action in the moment to help you to make the moves and changes in your accounts necessary to take your finances to the next level. He’s also an educator at heart, so you will likely leave every conversation with a new nugget, insight or a bit more confidence than you had before—A true professional! If you have the opportunity to work with Ward, I highly recommend you do! – Alexa Rubinov
REVIEW #4 – Ward has not only met but exceeded our expectations! My husband and I were looking for a reputable financial advisor to help us plan for retirement and ensure we were making the right choices with our investments. I was nervous at first because my husband is way more finance and investment savvy than I am, but Ward made everything so clear and easy to understand. He is very personable, and we both felt very comfortable talking to him. He showed us how to maximize our investments, cut any unnecessary costs, and even helped us plan things like our wills. He walked us through every step of the way and has been incredibly responsive and great at following up. I would highly recommend him to anyone with any sort of financial concerns because he really knows it all! – Emily Senchyna
REVIEW #5 – Ward’s guidance and advice was incredibly invaluable — I can’t express enough how much he went out of his way to discuss so many nuanced financial questions with me. I spent in-depth 1:1 time with him to identify opportunities and develop a solid financial plan to help my family reach our goals. With Ward’s advice and guidance, we’ve been able to cut our family’s expenses by 15%(!!!), while planning for our future. Excellent person and service! – Jen Mortola
Falcon Wealth Planning
ADDRESS: 1700 7th Ave #2100, Seattle, WA 98101, United States
NUMBER: +1 855-963-2526
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Comprehensive Plan, Customized Investment Strategy, Estate And Trust Planning, Estate Planning Strategies, Financial Advisors, Financial Planning Investments, Generational Wealth, Independent Wealth Management, Investment Management, Registered Investment Advisor, Retirement Planning, Tax Planning, Wealth Planning, Wealth Strategies, Wealth Transfers
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 – One of the best free services I’ve ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. I’ve been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend! – Jessie Hammett
REVIEW #2 – I selected Falcon Wealth Planning because they’re a fiduciary, they offer comprehensive services and they impressed me with the interest they showed in my situation. My advisor, Ellen, is very knowledgeable, listens well and takes the time to answer all my questions. It’s still early but I’m looking forward to working with them as valuable partners in this journey. – Leslie
REVIEW #3 – I worked with Quinn, and briefly with Zack, on a comprehensive financial assessment. They were true professionals and offered top-notch service. My financial focus as young(ish) professional is to ensure I am on track for a ‘rich life’ retirement while still being able to enjoy my wealth building years. I was impressed by the level of detail of review as well as their ability to explain concepts in a way that was easy to understand. – Anne Nguyen
REVIEW #4 – I spoke with Chris about a general assessment of my finances and opportunities for growth. The conversation was extremely informative and his suggestions were clear – it was easy to understand next steps and areas where I could improve. I felt very comfortable speaking about my financial history and Chris was patient with all of my questions. The process was quick and simple, and it’s clear the staff at Falcon Wealth Planning care about your needs and concerns. – Diane Cardoso
REVIEW #5 – I am working with Ellen, and we are having a great time trying to tease out my finances–from learning about investing, to dealing with my student loans, and planning for retirement. I really appreciate the integrated approach that Falcon Wealth takes to evaluating your finances and tax situation together. They are your one-stop-shop for financial planning and advice. Ellen has been helping me to create personalized weekly lesson plans to help me actually learn about money and investing. She is very patient and easy to talk to. She will educate you and make sure you feel comfortable knowing what you are doing with your money before you make a financial move. She has the heart of a teacher and does not try to sell anything or push you into doing anything financially that would not be in your best interest. I recommend working with Ellen if you are new to investing and don’t know where to start. – Savanna Carmack
Brighton Jones
ADDRESS: 2030 1st Ave 3rd floor, Seattle, WA 98121, United States
NUMBER: +1 206-258-5000
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Management, Financial Advisors, Investment Advice, Investment Advisers, Investment Advisory, Retirement Accounts, Retirement Planning, Retirement Programs
OFFICE 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 – Brighton Jones is a pleasure to work with. The entire team is knowledgeable, responsive, and genuinely committed to providing excellent service. They make the financial planning process straightforward and easy to understand, and we’ve always felt confident that our questions were answered promptly and thoroughly. I highly recommend Brighton Jones to anyone looking for a trusted financial advisory firm. – Patrick & Patti Donohue
REVIEW #2 – We switched from a single Financial Advisor at Ameriprise to a team approach offered at Brighton Jones in 2024. They consolidated our investments into fewer managed funds with better returns. We meet personally two or three times a year with a three/person team so someone responds to our inquiries through out the year on the same day of our inquiry. Brighton Jones makes us feel valued and special. – Beth Krewedl
REVIEW #3 – I’ve been with Brighton Jones since mid 2023. They provide a full suite of financial services, everything from managing investments, setting up 529 accounts for kids and life insurance and estate planning. They are friendly people and been a pleasure to work with. I highly recommend Brighton Jones to anyone interested in full package financial advising. – George Jenkins
REVIEW #4 – Brighton Jones is a fantastic financial advisor company that operates in such an all encompassing, professional and personal manner, helping my husband and me manage our financial resources and assets, and plan for our retirement in a way that brings us joy and gives us peace. I highly recommend this company! – Carlyn Adams
REVIEW #5 – Working with Brighton Jones has been one of the best decisions we’ve ever made. From day one, they have provided exceptional personal service, taking the time to truly understand our goals, answer every question, and guide us through important financial decisions with patience and expertise.
What sets them apart is their hands-on approach. We never feel like just another client—they are accessible, proactive, and genuinely invested in our success. Their thoughtful planning and advice gave us the confidence to make informed decisions and stay focused on our long-term goals.
I highly recommend them to anyone looking for knowledgeable, trustworthy financial advisors who truly care about their clients and their outcomes.
We are incredibly grateful for the role they have played in helping us build a secure future. – Francesca Wermlinger
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