4 Best Gold IRA Investment Companies Near Me in Springfield, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Advantage Retirement Services
ADDRESS: 3100 S National Ave Ste 102, Springfield, MO 65807, United States
NUMBER: +1 417-893-7233
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Developing A Financial Plan, Estate & Legacy Planning, Financial Accounts, Financial Future Planning, Investment Advisor, Investment Management, Investment Strategy, Ira Legacy Planning, Ira Planning, Ira Rollovers, Retirement Advisor, Retirement Income Planning, Retirement Income Planning Strategies, Retirement Nest Egg, Retirement Savings Accounts, Roth Conversions, Roth Ira, Saving And Investing
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Beginning retirement has been somewhat overwhelming but Advantage Retirement Services helped us confidently align our retirement savings so we may enjoy a comfortable retirement. Gracie, Mike and Megan made us feel welcome and took the time to understand what we wanted to do and provided the help and guidance to get there. – Doug Colvin
REVIEW #2 – The team at Advantage Retirement services are absolutely amazing. I am so glad I chose them to help with my Retirement. I went in there office so lost and ready for some help. Gracie took the time to make sure I understood everything before I left. I left there with relief. I would highly recommend them for your Retirement help. Friendliness and outstanding services. Thanks so much Megan and Gracie. – Sandra Hutchings
REVIEW #3 – Mike, Gracie, and the team at Advantage Retirement have been great to work with. They provide solid financial advice and offer good solutions and products. Glad we found them and look forward to working with them throughout our retirement. – Alan Harper
REVIEW #4 – Gracie and her team were so professional and genuine! A wonderful experience from start to finish. They helped my husband and I navigate through challenging times with personalized ideas that met our individual needs. Creative thinkers, which we appreciate. – Nancy Rikard
REVIEW #5 – They do a great job of assessing your retirement goals and invest accordingly. They spend a lot of time educating you about their products and are very patient with answering questions, without being pushy. The staff is very personable and welcoming. – Leslee Scheibal
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Compass Financial
ADDRESS: 3271 E Battlefield Rd Suite 260, Springfield, MO 65804, United States
NUMBER: +1 417-986-2809
SERVICES: Retirement Planning, Estate planning, Fiduciary Financial Planning, Financial Planning Consultation, Investment Management, Investment Planning, Retirement Income Planning, Retirement Tax 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 – A BIG Thank You to Compass Financial for all your help! Last year my husband and I were referred to Compass through our Trust attorney, and we are so appreciative for the introduction. During the first call I received such valuable information about how to approach our finances and taxes and “proof is in the pudding” we applied the advice and our 2025 taxes and financials were so successful. Joe and his team treated us with such care understanding that we were new to Missouri and newly retired. Thank you for the great experience and the vast knowledge that helped us feel empowered to make educated decisions for our future. You’re the Best! – Daniel Hamilton
REVIEW #2 – My wife and I attended a Compass Financial planning seminar in Joplin, Mo. Joe discussed the business and how he could assist with retirement, health care, tax returns, etc.
We watch Joe weekly on television discussing financial topics to assist people.
Would highly recommend attending the Compass Financial seminars.
We scheduled an appointment after the seminar with Joe a few weeks later. We had a great experience getting to know each other and discussing our financial future and all of the services Compass Financial offers.
We are planning a second appointment to discuss working with Joe and his staff to manage our retirement future, health care, tax returns, etc.
Looking forward to Joe and Compass Financial managing our future! – Herb Willoughby
REVIEW #3 – Joe and his team are top notch! We have met with other similar firms and came away less than confident. Compass offers full financial, tax, and wealth management services in one easy location, AND with all the confidence to know our best interests are kept in mind. Find a quality, experienced fee-based, non-commission firm. We gladly found ours here! – Mike Kirschbaum
REVIEW #4 – I want to give a shout-out to Joe of Compass Financial! I highly recommend Joe as my financial fiduciary advisor! Joe helped me realize the maximum potential of an entrepreneurial project of mine. Joe is patient in listening to your vision and is thorough in strategy and resources. I am confident his genuine commitment will help me achieve success in financial planning and generational wealth. And kudos to an awesome team support! 👍 – Belinda Avila
REVIEW #5 – As a Springfield business owner, managing finances and finding the right investment opportunities can feel overwhelming, so I turned to Joe Fricke at Compass Financial for guidance.
From the very first meeting, he made everything easy to understand and really took the time to get to know my business, my goals, and my interest in investing. Instead of just giving me generic advice, he created a plan that was tailored to my needs and helped me explore investment options that made sense for both my business and personal finances. Now, I feel more in control of my financial future.
But more than that, Joe is a genuine person who connected with me on a personal level. He runs his firm with such kindness and sincerity that he’s the type of person you’d want to invite to your family barbeque. He goes above and beyond for his clients—they aren’t just transactions to him, they’re family.
If you’re looking for a financial advisor who truly invests in both your business and you personally, I highly recommend Compass Financial. – Christine Morton
Fervent Wealth Management
ADDRESS: 2730 E Sunshine St, Springfield, MO 65804, United States
NUMBER: +1 417-444-6777
SERVICES: Financial Planner, Education savings consulting, Investment advising, Retirement savings consulting, Wealth management, Individual Portfolio, Investment Strategies, Saving & Investing, Social Security Benefits, Social Security Retirement, Advisory Services, Investment Management, Investment Products And Services, Individual Retirement Account, Investment Advisory Services, Legacy Planning
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Fervent Wealth and CEO Richard Baker has an outstanding team of professionals who lead with integrity, character, and a genuine desire to help others. They have built a strong reputation in Springfield, and it’s easy to see why. Great people, excellent leadership, and a company that truly cares about serving its clients and community. Highly recommend! – Sam Blaine
REVIEW #2 – Richard Baker and his team have provided thoughtful, insightful, and timely advice to my wife and me over the past year. We couldn’t be more pleased with his skill, personal involvement, and results. Richard is a true professional — and a person of great moral integrity whom we respect, trust, and genuinely enjoy working with. He and his team are especially adept at navigating complex portfolios and situations, and their responsiveness is top-notch. Highly recommended. – Brad Davis
REVIEW #3 – Our whole experience with Fervent has been impressive. We are extremely happy we chose this company to work with. The staff here go above all expectations and are truly happy to help. Richard has taken the time to educate us so we feel confident and knowledgeable on our investments. I would highly recommend Fervent Wealth Management. – Crystal Lane
REVIEW #4 – Navigating wealth management can feel overwhelming, but Fervent Wealth makes it incredibly straightforward. Their strategic approach is backed by deep expertise, and I never felt like just another account number. Communication is top-notch, and their advice is always tailored to my specific needs rather than a one-size-fits-all plan. Highly recommended for anyone wanting professional, high-level financial guidance. – Jennifer Hacker
REVIEW #5 – The staff at Fervent Wealth Management goes out of their way to be friendly and generous. They are a genuine group of people willing to go the extra mile for a good cause! Fervent was the only company that filled an entire time slot for our biggest event of the year for Children’s Miracle Network Hospitals at CoxHealth. They showed up with smiles, did a fantastic job, and were so pleasant to be around. – Shannon Donohue
Prime Capital Financial
ADDRESS: 2870 S Ingram Mill Rd Ste B, Springfield, MO 65804, United States
NUMBER: +1 417-447-3500
DESCRIPTION FROM BUSINESS: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Corporate Retirement Plan, Financial Advisors, Investment Advisors, Retirement Plan Advisors, Retirement Plan Consulting, Wealth Management
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Katie Randall is a wonderful financial advisor. She is clear, compassionate, very knowledgeable and incredibly personable. We have come to know Katie through multiple meetings over the years and with her have made difficult decisions regarding our financial future. Throughout this time she has consistently been stellar. She has helped clarify our financial situation, helped us create a retirement budget, and has helped create strategies towards reaching our financial life plans for the future, both individually and as a couple. She is extremely patient, empathic and willing to accommodate our needs, concerns, questions and priorities. She is also very capable and adept at assisting young people seeking to establish life financial goals and her optimism, enthusiasm, openness and generosity of spirit are wonderful assets in working with younger people who are interested in building fiscal plans for their futures. We trust her with our financial future and highly recommend her. – FM
REVIEW #2 – Brandon is seriously such a find. In a sea of bravado heavy finance bros who are plainly not listening to your goals or interests and jumping in for their chance to talk you into buying a package prescribed by a questionnaire, he is a finance oasis. I especially like the tech forward approach he takes on getting a full picture of your assets and goals and setting up time to discuss and clear up any misconceptions. He has been great for me and my partner Wayne, together, but importantly also separately, in a domain that often lumps you in with your husband or ignores you completely. He freely models scenarios for you, is easily accessible for a call, and is genuinely just a decent human. – Rachel
REVIEW #3 – Very happy with the services provided at Prime Capital Financial. Our advisor, Matthew, established and maintained our trust with his competence and interpersonal relationship. We are on track to achieve our retirement goals with his help. – Jeff F
REVIEW #4 – Matthew Swatek at Prime Capital Financial is as good as they come. We feel he has our financial interests at the forefront of every conversation and recommendation. His expertise and genuine care for our long-term financial health have given us confidence in our investment strategy and retirement planning.
What sets Matthew apart is his ability to explain complex financial concepts in terms we can understand, while remaining responsive to our questions and concerns. He takes the time to understand our goals and circumstances, then develops personalized strategies that align with our values and timeline.
We highly recommend Matthew to anyone seeking a trustworthy, knowledgeable financial planner who treats your money with the same care and attention you would yourself. Working with him has been an excellent experience, and we look forward to continuing our partnership for years to come. – J
REVIEW #5 – Working with Katie Randall at Prime Capital has been such a gift. In an age when so much is automated, it’s rare and refreshing to sit down with a human who brings both warmth and a sharp, educated perspective. As a solo mother and entrepreneur, I don’t have a lot of extra time, and Katie made the most of every moment we had together. She explained everything clearly without ever making me feel small for asking questions.
Katie truly understands the life of a mother, the life of an entrepreneur, and the unique perspective of being a woman in business. She listens deeply, offers thoughtful ideas, and has a way of bringing it all together so it feels clear and doable. I felt seen, respected, and supported throughout the process.
I highly recommend working with Katie she’s the kind of advisor who makes you feel both cared for and empowered. – Hannah Freeman (Held In Water)
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