4 Best Gold IRA Investment Companies Near Me in Spokane Valley, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Demars Financial Group
ADDRESS: 420 N Evergreen Rd Bldg B, Suite 300, Spokane Valley, WA 99216, United States
NUMBER: +15095369556
SERVICES: A Registered Investment Advisor, Asset Allocation, Asset Management, College Savings Plans, Comprehensive Financial Planning, Contribution Plan, Employer-Sponsored Retirement Plans, Estate Planning, Financial Planning Services, Individual Retirement Account, Investment Accounts, Investment Advice, Retirement Investment Strategies, Retirement Planning Services, Retirement Portfolio
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 – We recently engaged with the Demars Group for our financial planning needs. Over the past few months we’ve been thoroughly impressed with their approach and the personalized service they provide. Taylor and Richard took the time to understand our specific financial goals and needs. They walked us through each step of the process, providing detailed data and spreadsheets that clearly illustrated potential outcomes. As a family-owned business, Demars Group treats their clients like family. This sense of personal connection was evident in every interaction, making us feel supported throughout the process. My wife and I are looking forward to continue working with them and are blessed to have found them. – The Williams Family
REVIEW #2 – My wife and I recently completed their Retirement Readiness Roadmap program and we both found the experience to be extremely helpful as we transitioned to retirement. Taylor and the folks at Demars Financial Group were all wonderful to work with. Most importantly we appreciated how quickly they got to know and understand us, our life goals and our financial situation. It was exactly the process we were looking for and it has helped to position us well for the future. We are very much looking forward to working with the team for many more years to come. – Jason Clarke
REVIEW #3 – I’m very pleased with my experience at Demars Financial. David spent plenty of time with me explaining everything that I needed to know to reach my future goals and beyond! He even took the time to follow up with an email outlining all that we spoke about. I couldn’t be more happy with the great communication with the amazing staff. I also like that it’s a “one-stop shop” for Financial and Estate planning as well as taxes. That makes my life so much easier. – Kathy Apthorp
REVIEW #4 – Went through a full multi-step process that Demars uses to assess where you are in terms of retirement readiness, and game plan multiple scenarios that show you what likely outcomes could be over time so you know the best approach to take based on data/monte carlo simulations. It was a very solid process that made us think about things we hadn’t thought of and to document our goals to see if they were realistic or not. Would highly recommend using Demars to help figure out your financial situation as you approach or are in retirement. – Anthony Pache
REVIEW #5 – We have worked with the Demars Financial Group for close to 20 years and have been very satisfied with them. We do annual reviews every year with detailed inspection of each line item of our plan. We discuss the changes or improvements needed and get a detailed summary of what needs to be done so we can insure we follow up during the coming year. We would highly recommend their group for any financial needs you may have. – Larry Hartley
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Evergreen Wealth Advisors, LLC
ADDRESS: 16201 E Indiana Ave #2800, Spokane Valley, WA 99216, United States
NUMBER: +15097404183
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 – Darrin and Jason at Evergreen Wealth Advisors have been extremely helpful and very professional. It has been so nice to be able to ask questions and receive honest, helpful assistance. We have learned so much from them. It truly has been a relief to not have to worry about making mistakes that could result is losses. I have been able to retire and my husband will be joining the “every day is Saturday club” soon. Darrin and Jason met with us many times to create a great plan, which gave us the confidence that we needed to make important decisions. Thank you so much. We would highly recommend Evergreen Wealth Advisors and we look forward to working with them for many years. 😀 – Carla and Dan
REVIEW #2 – We were introduced to Darrin at Evergreen Wealth Advisors by a trusted friend of ours. We were pleasantly surprised at how easy he made it for us.
We were afraid that we were completely unprepared to retire and that “the experts” would be judgmental of where we were financially. He was very confident,capable and knowledgeable which eased our minds.
Meeting with Darrin over a video call was so convenient and comfortable. We have recommended him and his team to other family members, and would do so again. – Steve Perkins
REVIEW #3 – Darrin McComas at Evergreen Wealth Advisors, LLC has been very helpful since we started working with him nearly 5 years ago. My wife and I have different investment risk strategies and Darrin works well with each of us. He helped us develop a 5 year IRA conversion and RMD strategy to reduce our overall long term tax liabilities that has been very helpful as we are in year 4 of the plan. We would recommend Darrin to anyone, working or retired, looking for long term investment advise and management. – Clifford Ridgway
REVIEW #4 – Darrin McComas is a great advisor. We appreciate his financial advice and direction as we move forward with our finances in retirement. We trust him with all our needs as we go throughout our retirement. – Stan Shepherd
REVIEW #5 – I am very thankful to be working with Darrin McComas. I know that he has my best interest in mind and is always looking for ways to improve my financial situation. I highly recommend him and his team. – Laura Allen
Fortis Financial Partners
ADDRESS: 1410 N Mullan Rd #102, Spokane Valley, WA 99206, United States
NUMBER: +15099318420
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I love Fortis Financial Partners! I was a client previously with them for several years before they became Fortis. When they moved to their new location, we followed them. Jonah Bies, our financial advisor, is very personable and knowledgeable about helping people plan what is best for their present and future finances. He goes the extra mile to research things for us, like what is the most affordable life insurance. The team at Fortis frequently monitors my Roth account and my children’s 529 plans, to ensure the best outcome. Jonah also checks the financial health of my husband’s account when we meet with him yearly. I appreciate the time that Jonah and the Fortis team give us to discuss our finances. The new location is really nice, and the staff are warm and welcoming, offering us tea and coffee and then bottled water to take home. I also appreciate that Fortis Financial Partners serve clients in all areas of the financial spectrum. We plan on working with Fortis for many years to come and would highly recommend them! – Tinsmare
REVIEW #2 – Absolutely Outstanding Service!! Drew, Jonah, and Sylvia and the whole team are awesome! Their knowledge and willingness to help with all aspects of your financial planning goes above and beyond. They truly care about your life goals and helping you achieve them. It is rare these days to find this level of service! They are professional, confident, knowledgeable, efficient and above all fun to work with. – Cindi Berdar
REVIEW #3 – Jonah has been incredible to work with. He has really helped me focus on setting my family up for long-term success, and I appreciate how intentional he is about looking out for my best interests. It never feels transactional, he takes the time to understand what matters most and build a plan around that. He’s attentive, thoughtful, and always available when I have questions or need guidance. I truly feel confident knowing he has my back. Highly recommend Fortis Financial and Jonah to anyone wanting a team that genuinely cares about your future. – Karli Bies
REVIEW #4 – I’ve had a great experience with Fortis Financial. What really stands out is how well they listen, they genuinely take the time to understand your needs and make you feel seen and heard. Their team is incredibly attentive, responsive, and always available when you need them, which makes a huge difference when it comes to financial guidance. If you’re looking for a group that truly cares and puts clients first, I highly recommend Fortis Financial Partners – Jerred Bies
REVIEW #5 – I’d like to say first off thank you to Drew Schaefer and my personal financial advisor Jonah Bies and the rest of the Fortis team. Thank you all for your help with investing into my financial future. Fortis Financial is a fiduciary company that is very personable and truly cares about their clients financial future. They strive to work with their clients to find an investment plan that works best for each individual client. I would highly recommend Fortis Financial! – matthieu turcotte
Thirty30 Wealth Advisors
ADDRESS: 12939 E Pinecroft Way #200, Spokane Valley, WA 99216, United States
NUMBER: +15094599150
SERVICES: Advanced Planning, Disability Insurance, Economic Commentary, Estate Planning, Financial Advisors, Financial Planning, Form Crs, Investment Advisory Services, Life Insurance, Long Term Care Insurance, Personalized Business Planning, Retirement Planning, Wealth Advisors Advisor, Wealth Management Strategy
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 – From the day that my wife I met Kyle Scott until now, we have received nothing but vigilant, meaningful well thought out guidance that has been custom tailored for our financial life. The numbers are built upon meaningful inputs after many conversations which yield trust. The modeling using calculated risks has thus far been returning, proven rewards. Personalized attention to detail has been given to us even with our limited knowledge. The communication and professionalism I’ve experienced with Thirty30 has been exemplary, and I know that they have my family’s best interest at heart of each interaction. Talk to Kyle and his capable team if you need clarity in this undulating and ever difficult marketplace. – Steven Speranza
REVIEW #2 – I would like to publicly thank Kyle Scott and the crew at Thirty30 Wealth Advisors for providing such clarity around investing, current and future financial needs, choices and implications, and more, all specifically tailored to our family’s situation(s). The subject matter is dense, incredibly detailed and layered, and vitally important to understand, and somehow Kyle makes it all easily digestible. That’s a gift and I greatly appreciate it. Our funds have fared very well indeed with Thirty30 and I solidly recommend them. – Allison Hamilton
REVIEW #3 – My husband and I have been working with Ben for the past 10 years, with Steven joining our team more recently. We came from families with limited financial resources and had a LOT of questions. I am not someone who will blindly accept advice – I want to fully understand how everything works and what the pros and cons are. Ben has expertly navigated all my questions with patience and honesty over the years. He understands our goals and is always up for a challenge when we throw new scenarios at him – I am confident that he will find the answer for us or will tell us when it is outside his scope. Very highly recommend! – Naomi Chaytor
REVIEW #4 – Thirty30 is a business that is full of integrity and heart. Ben, and the entire team, care so deeply for their clients and families. They lead with passion and clear direction and make planning for the future seem easy! They give clear direction and their communication is prompt and detailed. They are always available and communicate with ease! I could not say enough positive things about them! There is nothing more comforting than knowing they are taking care of my family behind the scenes to allow us the opportunity to have a future full of love, generosity and legacy! Thank you Thirty30! – Cindy Peterson
REVIEW #5 – My family and I have had a fantastic experience working with the team at Thirty30, especially our financial advisor, Kyle Scott. Kyle has been instrumental in helping us develop a financial plan that gives us confidence in where we are today and where we’re headed in the future.
What I appreciate most is that the advice has never felt one-size-fits-all. Kyle takes the time to understand our goals, answer our questions, and explain things in a way that actually makes sense. Beyond being an outstanding financial advisor, he’s become a great friend and someone I trust completely.
If you’re looking for a financial planning team that genuinely cares about helping clients build long-term financial success, I highly recommend Thirty30. My family is grateful for everything Kyle and the team have done for us, and I look forward to working with them for many years to come. – Chase Altig (chaltig)
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