4 Best Gold IRA Investment Companies Near Me in St. Charles, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
360 IRA – Investment & Retirement Advisory
ADDRESS: 2225 Bluestone Dr, St Charles, MO 63303, United States
NUMBER: +1 636-896-4052
SERVICES: Asset Allocation, Asset Protection, Client Services, Comprehensive Financial Strategy, Estate Planning, Estate Tax, Financial And Retirement Advisor, Financial Planning, Insurance And Retirement, Investment & Retirement, Investment Advice, Investment Strategies, Ira Accounts, Ira Asset Planning, Ira Legacy Planning, Registered Investment Advisor, Retirement Advisory, Retirement Benefits, Retirement Income Planning, Retirement Income Strategies, Retirement Issues
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 – I attended a presentation on federal employee retirement at a federal ALJ conference. 360 IRA put on an excellent presentation and Q&A session. The combined knowledge of Jeremy and Bill was so appreciated as they both have personal experience with federal retirements. I would not hesitate to employ them, and highly recommend their financial planning services. – Linda Crovella
REVIEW #2 – I attended the federal employee seminars and am so impressed with their depth of knowledge and how they can explain it to a mathphobe like myself. I would not hesitate to entrust them with my retirement planning. They know their stuff. – Beth
REVIEW #3 – Great information and help with Fed retirement! – D F
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Fidelis Financial Planning, LLC
ADDRESS: 42 Portwest Ct, St Charles, MO 63303, United States
NUMBER: +1 636-922-9252
SERVICES: Estate planning, Financial planning, Investment advising, A Certified Financial Planner, A Registered Investment Adviser, Estate Planning, Financial Advisor, Financial Planning And Investment Advisory, Goal Plan and Website Design
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 – I’ve been working with Fidelis for nearly 14 years and couldn’t be happier. What I value most is their focus on comprehensive financial planning rather than just investment mechanics. I only get to retire once, but Jeff has helped hundreds of people through this process, and his advice consistently covers angles I hadn’t considered. His experience makes our conversations genuinely thought-provoking. Highly recommend. – Travis Meisenheimer
REVIEW #2 – Jeff and the entire team at Fidelis Financial Planning are truly exceptional. The level of expertise and professionalism are unmatched and Jeff’s attention to detail shows how much he cares. When you partner with Jeff, he makes you feel like you’re family. Financial planning can be intimidating, but Jeff and his team make it their mission to guide you through the process with ease. I highly recommend Jeff and Fidelis Financial Planning team! – Lindsey Meglio
REVIEW #3 – Fidelis is a wonderful company to work with. We have been with them for several years and have been extremely pleased. Jeff and Jack are very knowledgeable and explain everything in great detail. Denise is just the best, so friendly and always ready to help answer any questions. They make us feel like family and always have our best interests in mind. Would recommend them 100%!! – Susan Cushing
REVIEW #4 – Jeff is an excellent financial advisor and an even better person. I like to call him a “walking Excel spreadsheet”, and I mean that in the best possible way. He’s organized, methodical, and knows how to carry out a plan to its ultimate successful completion. Jeff listens carefully, pays attention to every detail, and follows through on every commitment. I trust him completely and highly recommend him to anyone looking for thoughtful, dependable financial guidance. – Michael Koch
REVIEW #5 – Working with Jeff has completely changed how I handle my finances. From our first conversation, he made everything feel easy and stress-free with his mix of professionalism, clear advice, and genuine care. He has this great way of explaining complicated financial stuff so it actually makes sense—which really helped me feel confident and in control.
If you’re looking for a financial planner who really knows his stuff and is easy to talk to, Jeff’s your guy. He’s hands down the best in St. Charles. I wish I could give him more than 5 stars! – Andrea Erker
Opulence Planning Group LLC
ADDRESS: 105 N Main St #300, St Charles, MO 63301, United States
NUMBER: +1 636-220-5221
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Estate Planning, Holistic Financial Plans, Tax Planning & Strategy and Trustee Services
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 – I have had an exceptional experience working with Tanner and the team. They are both highly professional and deeply family-oriented. Previously, I would meet with my financial advisor once a year, but as my business grew, I required more support. Tanner met with me without any pressure and demonstrated a genuine interest in my financial journey. After working with Tanner for the past year, I can confidently say that I have found a permanent partner who is instrumental in managing my business and finances. – Matt Meier
REVIEW #2 – I’ve had an amazing experience working with Opulence Planning Group! From the moment I reached out, Tanner, Matt and Hanna was super friendly and really took the time to understand my financial goals. They made the whole planning process feel so much easier to navigate, and I genuinely felt like they had my best interests at heart. I love how personalized their advice is, and I now feel much more confident about my financial future. Highly recommend them to anyone looking for expert guidance and great customer service – Ashley Moss
REVIEW #3 – I recently had the pleasure of working with Tanner at Opulence Planning Group, and I couldn’t be more satisfied with the service they provided. He was extremely knowledgeable and took the time to ensure I fully understood and agreed with every decision we made regarding my finances and tax planning. His expertise and dedication to his clients is truly commendable. Without a doubt, the most trustworthy person I know. Thank you Tanner!!! – Seth Landon
REVIEW #4 – Tanner has been extremely helpful in managing my finances, especially with retirement planning and investing. He clearly explains how my decisions today can impact my future, and I always feel confident in the guidance he provides. I highly recommend him! – Leanne Allas
REVIEW #5 – I’ve been working with Tanner and his team for about two years now, and I couldn’t be more pleased with the experience. From the beginning, Tanner has shown a genuine interest in understanding my financial goals and provides multiple thoughtful options to help me reach them.
He is incredibly knowledgeable and consistently demonstrates a commitment to staying current in the ever-changing financial landscape. One of the things I value most is his accessibility—whether I have a quick question or need a deeper discussion, he’s always responsive and available.
Tanner also has a great ability to tailor his communication style. He’s happy to walk through the details when I want to fully understand something, but also knows when a clear and concise summary is all that’s needed. That kind of flexibility and clarity is rare and really appreciated.
Overall, I trust Tanner completely with my financial planning and highly recommend him to anyone looking for a smart, reliable, and client-focused advisor. – Matt Havelka
Pathfinder Financial Advocates
ADDRESS: 2745 W Clay St l, St Charles, MO 63301, United States
NUMBER: +1 636-229-6678
SERVICES: Retirement Income Planning, Long Term care Insurance, Tax efficient income planning in Retirement, Financial Advocates, 401K Rollover, Long Term Care Solutions, Biblically Responsible Investing, Investment Management, Social Security Claiming Strategies, Registered Investment Adviser, Retirement Income Distribution
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 – Suresh Fernando’s investing acumen is top notch. He has in-depth analytical skills, and he carefully listens to the client (me) and puts his expertise to work. Suresh takes an interest in what information I am relaying and devises a plan to address the concern. His faith in Jesus is evident too. I highly recommend Suresh as a consummate financial advisor. – Laura Zimmer
REVIEW #2 – Suresh has been a breath of fresh air to me. He has helped me get organized & developed a plan. He breaks down finances into language I can understand & helps me stay on track for my goals. – Janet Hood
REVIEW #3 – With Suresh’s help our family was able to pay off our student loan debt in a few short years, secure our future financially, and enabled us to pursue our dreams. – Daniel Backer
REVIEW #4 – Pathfinder Financial Advocates is great with keeping you on track with your financial planning. I have been with Pathfinder’s for several years and I have never been disappointed in any aspect of my financial planning. I can call them and can be seen within a couple of days. I highly recommend them for your financial planning business. – Yvonne Aichhorn
REVIEW #5 – Suresh is smart, kind, honest and very hard working. He will not disappoint you. – Mary Massey
REVIEW #6 – These folks helped us in a number of ways. They really are advocates for your financial well being before anything else. – Jesse York
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