4 Best Gold IRA Investment Companies Near Me in Spokane, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Quantum Financial Planning
ADDRESS: 720 W Boone Ave Ste 100, Spokane, WA 99201, United States
NUMBER: +15093286653
SERVICES: Retirement Planning, Estate Planning, Tax Planning, Investment Advisor, Personal Finance Planning, Tailored Financial Plan, Tax Planning Strategies, Investment Advisory, Investment Portfolios, Pension Plan, Investment Accounts
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 – We have had an excellent experience working with Nick and the Quantum team. When we have had to make significant financial decisions or have gone through big life changes, Nick has been an informed, grounding, and compassionate third voice for us. We can trust that our investments are well taken care of, and so appreciate his help and support in short term and long term planning. Thanks Quantum for your good work and support! – Lana Lewis-Bronn
REVIEW #2 – We have worked with Quantum Financial for over 5 years now. We have either been put right through to our planner or he calls us back within hours. He is always prepared for our meetings, excelling our expectations in recalling our last meeting and clearly lining out our progress and current standing. We are retired, so is important to us not to be in high risk, yet he managed to get us a nice return while keeping us safe. Thank you for your great work!! – 4seasonsmarchadores
REVIEW #3 – I’ve been with Quantum for 28 years. Quantum was great in helping me get to retirement and going through the transition to retirement, and to the point of enjoying retirement. They make it easy and it is so fun to meet with them 2 times a year or more if I need to. They have become family. – Karean Derby
REVIEW #4 – We had such a great experience with Quantum Financial Planning! Nick and Maddie were both super helpful, friendly, and easy to work with. They explained everything clearly, answered all of our questions, and made the whole process feel a lot less overwhelming. You can tell they genuinely care about their clients and want to help people make the best decisions for their future. Definitely recommend working with them! – Jihyun Lee
REVIEW #5 – My partner and I have managed our investments during our careers in academia. We think we have done a reasonably good job of investing for retirement, but when it came to figuring out how to make our investments last through a retirement of unknown length and unforeseen challenges, we felt we needed more guidance than we did during the asset accumulation phase of our lives. After doing some research, we chose to give Quantum Financial Planning a try. Although we have only been working with Quantum for about a year now, we have been very happy with their advice and exceptional service.
Working with Quantum Financial Planning has provided us with peace of mind. We feel confident that we are considering all of the many variables required to assemble a solid retirement plan. We like that our plan is flexible and can be altered as the vicissitudes of life require. We feel that our Quantum team of advisers has taken the time to understand our current situation and our goals for retirement. They have crafted a plan that allows us to attain the life we desire in retirement. They are very responsive to our questions and truly seem interested in helping us navigate the uncertainties that arise in life. While it is difficult to put a dollar value on peace of mind, I would say that it is at least as valuable as whether the financial gain exceeds the financial cost of Quantum’s services. At this early point in our relationship, we are very happy with our decision to work with Quantum Financial Planning. Everyone we have interacted with at Quantum has been kind, understanding, and very helpful. – Drew Lyon
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Fellowship Financial Planning
ADDRESS: 502 W Riverside Ave #201, Spokane, WA 99201, United States
NUMBER: +15094739483
SERVICES: 403(B) Retirement Plans, 403(b) Retirement Planning, Estate Planning, Financial Planning, Investment Advice, Investment Management, Legacy Planning, Personalized Financial Services, Portfolio Management, Retirement Income Planning, Retirement Income Strategies, Retirement Savings Plan, Retirement Solutions, Retirement Strategies, Risk Management
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ryan Heacock at Fellowship Financial was referred to me by a close friend. I was so anxious about how to invest and who to trust. I had already spoken to my bank financial advisor, employer financial advisor, and had scheduled for another meeting. I just didn’t want to make a mistake. Ryan was wonderful, he explained options, understood my fears and what was best at my age and hopeful retirement. Most of all he made me feel like I could trust him with my future. His relationship in faith was the icing on the cake! I left with tears of relief, hopefulness for the future and most of all a sense that I had found the right home for planning for my future. – Stacy Dale
REVIEW #2 – Fellowship Financial, and especially Marshall Williams, have been absolutely fantastic to work with. Marshall takes the time to truly get to know his clients, understand their goals, and create a financial plan that feels personalized and intentional.
We’ve been incredibly impressed with how he has balanced our portfolio—it has put us in a position to retire earlier than we originally expected.
If you’re looking for someone who is knowledgeable, trustworthy, and genuinely invested in helping you reach your financial goals, we cannot recommend Marshall and Fellowship Financial highly enough – PandM Weishaar
REVIEW #3 – I appreciate all of your knowledge, and how you take the time to make sure we understand what out options are for our investments/retirement planning. Marshall is so super kind, thoughtful and a whiz with numbers and all things investments! We always feel out money is in the right hands! – Denise Studebaker
REVIEW #4 – Ryan Heacock has been my financial planner since 2011. Over the years he has helped me plan for retirement and explained what I needed to do to capitalize on the money I had invested. I’ve been retired 10 years and working with Ryan has proven to one of the best decisions I have made. He has developed a team that studies the world economies and the markets and they make solid decisions as they invest our money. Ryan and the team at Fellowship Financial Planning are the best I have worked with and now I am comfortably retired and not worried about having to live under a bridge in my old age. My husband was so impressed, he switched his retirement and investments over, too. – Rhonda Jared
REVIEW #5 – I have worked with Ryan Heacock of Fellowship Financial for the last 9 years and I went from being without hope of ever being financially stable to being able to retire at 56 years old! Ryan is too humble to take full credit, but he has managed my money and made it grow more quickly than the State, who managed it prior. His services have given me a future full of dreams that will come true, like traveling and living comfortably. He and his staff are trustworthy, knowledgeable, kind, and supportive. What I love most about Ryan (besides the above qualities) is his ability to use examples to help me understand finances from a simpler perspective without talking down to me. His support has been a blessing in my life and I am very thankful that I found him to help me. I highly recommend Fellowship Financial Planning! – Dawn Kassa
Stewardship Concepts Financial Services
ADDRESS: 7307 N Division St Ste 205, Spokane, WA 99208, United States
NUMBER: +15094430845
SERVICES: Tax-Aware Investment Management, Retirement Planning, 401(k) Retirement Planning, Pension and Lump Sum Planning, Investment Management, Financial Planning, Roth Conversion Planning, Retirement Income Planning, Tax Planning for Retirees, Required Minimum Distribution Planning, Qualified Charitable Distribution Planning
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 – At Stewardship Concepts Financial Services we experienced a warm welcome from Amy, Noah, and Kate! As we proceeded to move forward with transferring our financial retirement funds for management services, our experience has been wonderful. They made the transfer much easier than expected, as well as listening to what we needed for our current financial situation, with options to change it as our situation changes.
My wife Barbara and I would definitely recommend Stewardship Concept to manage everyone’s finances for best results for building their own wealth! – Darrell S
REVIEW #2 – Wonderful experience from start to finish! The professionalism and care is unlike any other I’ve had with a financial advisor team. Amy was thorough, thoughtful, and kind as we navigated the process and determined best fit for my life scenario. I’ve already referred Amy to multiple family members and friend and will continue to do so. – Amelia Alberts
REVIEW #3 – I have been a client with Stewardship Concepts for over 20 years. I have enjoyed my relationship along with complete trust that Stewardship Concepts has my best interest at heart! My investments have been safe and increasing over time at an excellent rate with minimal fees and no high commission products. Just disciplined sound investing within my risk tolerance. – Dean DuPree
REVIEW #4 – I had a fantastic experience working with Noah at Stewardship Concepts and would highly recommend him. I appreciate that he is extremely knowledgeable, but also patient with meeting me where I am at and answering my questions. I feel like I can trust him to give me sound advice and set me up for success in the future. So glad that I met with him and plan to keep doing so in the future. – Elyce Gamble
REVIEW #5 – Two years ago, we first met with Noah through Stewardship Concepts Financial Planning Service. He reviewed our financials and answered many of our questions. He helped us see that we were on track for retirement, which gave us peace of mind. Now with retirement around the corner, we met with Noah again with clear goals in mind.
Noah created an Excel spreadsheet that allowed us to run different scenarios based on our goals. This tool gave us a clear visual of how our money will flow over time and empowered us to make confident, secure decisions about our retirement journey.
What we appreciate most about Noah is that he truly takes the time to listen and understand what matters to us. He is honest, friendly, and professional. He also has the rare ability to explain complex financial concepts in simple terms. It’s clear he has a genuine passion for helping people navigate retirement with confidence.
We are grateful for Noah’s guidance and would highly recommend his financial services. – Steven and Laurian Carruthers
UpFront Financial Planning, LLC
ADDRESS: 203 N Washington St Ste 200I, Spokane, WA 99201, United States
NUMBER: +15092140187
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Planning, Customized Investment Strategy, Estate Planning, Fiduciary Financial, Financial Planning, Holistic Financial Planning, Investment Management, Investment Planning, Investment Strategy, Planning Services, Retirement Planning Insurance
OFFICE HOURS
| Mon | 1:00 PM – 5:00 PM | |
|---|---|---|
| Tue | 1:00 PM – 5:00 PM | |
| Wed | 1:00 PM – 5:00 PM | |
| Thu | 1:00 PM – 5:00 PM | |
| Fri | 1:00 PM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve had an excellent experience with UpFront Financial. Harry is knowledgeable, personable, and honest. He takes the time to thoroughly explain his recommendations and ensures we understand our options before making decisions. His attention to detail and commitment to his clients have given us great confidence in our financial planning. – Michael Mandziara
REVIEW #2 – I started working with Harry a few months ago. I am looking to retire within the next 5 years. I am feeling much more comfortable now with my retirement plan. I am confident in Harry’s knowledge concerning my investment strategies and tax considerations going forward. He has been able to answer my questions thoroughly and confidently. If you are looking for a financial planner who combines expertise with a genuinely personal approach, I highly recommend him. – Kelly Maxson
REVIEW #3 – Our family highly recommends Harry Lawrence as a financial consultant. What really sets him apart is his background as a medical professional in a critical care setting. He brings that same level of precision, attention to detail, and calm, analytical thinking into the financial world.
Harry has a unique ability to break down complex financial decisions and guide you with confidence and clarity. You can tell he genuinely cares about helping people succeed and feel secure in their financial future. If you’re looking for someone who combines intelligence, integrity, and a thoughtful approach, Harry is an excellent choice – Chad Bogart
REVIEW #4 – I was initially not sure about having a financial planner. The consultation left me feeling that this would be a valuable service at a reasonable price. I have not been wrong and in the past year Harry has been a huge help in navigating a quickly changing personal financial landscape. He has been readily available for odd questions and situations and helped point me in the right direction if he could not answer directly himself. I have peace of mind knowing that someone knowledgeable is overlooking my finances. He is also just a great guy and a a joy to work with in a way that I look forward to his meetings. Highly recommend for other young professionals such as myself that are just getting their financial footing in life. – Aaron Kahn
REVIEW #5 – Harry is knowledgeable, helpful, prepared and fantastic. Tactful and straightforward. Answers questions patiently, fully and respectfully. I am impressed by his ability to navigate questions well in situations where my husband and I differ and then achieve a shared goal/resolution in a light hearted and positive way.
I always leave our meetings well informed, enthusiastic and upbeat, no matter what the economy is doing. – Andrea May
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
