4 Best Gold IRA Investment Companies Near Me in St. Louis, MO – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
The Chamberlin Group
ADDRESS: 12444 Powerscourt Dr Ste 100, St. Louis, MO 63131, United States
NUMBER: +1 314-909-1100
SERVICES: Asset Management, Asset Protection, Chartered Retirement Planning Counselor, Estate Planning, Financial Advisors, Financial Literacy Programs, Financial Planning And Investment Advisory, Healthcare & Medicare, IRA and 401 K, Investment Advising, Investment Audit, Investment Strategy, Registered Investment Advisor, Retirement & Income Planning, Retirement Accounts, Retirement Education, Retirement Solutions
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 – My husband and I have been very pleased with the service we’ve received from The Chamberlin Group, and specifically our advisor, Luke Bland. Everyone at Chamberlin is professional and so welcoming; you feel like part of the family. Luke is great to work with, and we feel confident that he has created a financial strategy to meet our retirement needs. We have recommended him to friends and family.
We’ve also utilized Chamberlin’s in-house team for Medicare planning, their attorney for our trust and wills, and plan to use their tax services. We highly recommend The Chamberlin Group for all your financial needs. – Christine DunkREVIEW #2 – Over the past several years, I have met with multiple financial planners, but I found the team at Chamberlin to be the best fit for me. The whole team at the firm is very professional, knowledgeable, and friendly. My personal team (Josh Reesman and Cherish Grey) are wonderful to work with – they are very responsive and take the time to explain the pros and cons of different strategies as we develop the plans for the financial security of my family. They have introduced and implemented plans to provide for income and growth in my retirement, as well as tax strategies that will save me huge amounts of money. I highly recommend the Chamberlin Group. Many thanks to their entire team for all that they are doing to help plan for the financial security of my family. – Ted Juen
REVIEW #3 – With so many Financial Groups out there, our concern was choosing wisely. It was through advertising that we saw a webinar for The Chamberlin Group. There were no scare tactics, and no pressure. The Webinar was concise and very informative. Afterwards, we had the opportunity to receive a free copy of The Bucket Plan to help guide us in our financial future using the Holistic approach. We scheduled our first Zoom meeting with Derrick and Giovanni. They walked us through the companies beginnings and their background. We have since then had several Zoom meetings to catch-up on both sides, and ask any questions and share any concerns. Now even in these difficult times our investments are still growing and our long term financial future is very bright. The staff are very professional from Sarah & Natalie, to our representative, Derrick Gibbs. We asked The Chamberlin Group to prepare our 2024 taxes and I cannot say enough at how quickly they completed our returns with little to no additional questions. We provided all the documentation based on the checklist provided to us through their portal. They file the returns making our lives easier. We would highly recommend The Chamberlin Group without hesitation or reservation. – Bruce & Cynthia Vrooman
REVIEW #4 – We were so pleased to have found the Chamberlin Group and attended one of their online Bucket Plan seminars. Our positive experience started soon after meeting Thomas Wells. Thomas presented us with the “Bucket Plan” concept, which was easy to understand and apply to our financial plan. Through the process Thomas made us very comfortable by presenting us with several solutions that fit our financial goals. Also, the online financial tools that were made available to us continue to be very helpful with tracking our current and future expenses and investments.
We strongly recommend talking with the Chamberlin Group and developing a solid plan for your future. – Cheryl OlsonREVIEW #5 – I have been extremely pleased working with the Chamberlin Group, specifically with Derrick Gibbs. As a new client, Derrick took time to understand our goals and situation and was very well versed in the products and services offered by the Chamberlin Group. He is a thorough professional who listened to our concerns and issues and offered an indepth explanation of the “Bucket Plan” and how it would work given our scenario. I would not hesitate to recommend Derrick to my friends and colleagues! It has been a pleasure getting to know Derrick and the additional services offered by TCG. – Tom Kennedy
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Toberman Becker Wealth
ADDRESS: 1741 S Big Bend Blvd, St. Louis, MO 63117, United States
NUMBER: +1 314-783-9860
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, 529 College Savings Plans, Advanced Planning, Asset Allocation, Comprehensive Financial Planning, Education Planning, Employment Retirement Accounts. Estate Planning, Investment Advisors, Investment Advisory, Investment Advisory Services, Investment Analysis, Investment Planning And Management, Investment Portfolio, Investment Strategy, Pension Plan, Personal Financial Planning, Retirement 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 – Working with Craig Toberman and his team at Toberman Becker Wealth has given us the peace of mind and expertise we were looking for. After spending a year researching and interviewing other investment firms, Craig was highly recommended by a friend, and we couldn’t be happier with our decision. There’s no high-pressure sales pitch, just honest information and thoughtful guidance. Craig has helped us step back and see the bigger picture, guiding us in organizing our investments while also facilitating both short and long-term tax and estate planning.
He is trustworthy, proactive, highly responsive, and a great listener. He’s professional, well-informed, and genuinely cares about his clients. Craig regularly meets with us at our kitchen table to review past performance and plan for the future, bringing detailed reports along with clear action steps and checklists. We confidently recommend Craig and Toberman Becker Wealth to anyone looking for a trusted financial advisor. – Stacie MizeREVIEW #2 – I hired Toberman Becker Wealth about 3 years ago, when I was approaching retirement. Before, I had been doing my own money management but I felt that retirement needed a higher caliber of planning.
Craig Toberman was recommended to me by my brother-in-law, and even though I interviewed other financial advisors, I ultimately went with Toberman Becker Wealth. I’ve been very happy with the firm – Craig has given my portfolio a level of stability I knew I needed. I’ve been retired for 15 months now, spending a lot of my time volunteering and traveling, and I feel safe spending my time this way because Craig is a stable steward of my investments. He keeps me away from my worst instincts.
I trust Craig because he has solid knowledge of financial systems and understands how the markets work. He does not chase trends, but interprets them in great ways that leads to better management of my money. He’s also very responsive – I know I can get him on the phone quickly, and he’s always open to answering my questions, even small ones. If you need a financial advisor and fiduciary, I highly recommend Toberman Becker Wealth. – Lynn EngelhardtREVIEW #3 – As my business grew, I knew I needed a financial planner to help manage my personal and business finances, so hiring Craig and Toberman Becker Wealth was a no-brainer. I’ve known Craig for a long time, and he’s a great guy I knew I could trust.
I’ve been working with Toberman Becker Wealth for about 6 months now, and the service is a lot more than I expected. TBW gives me complete financial planning which includes retirement and investment planning, but Craig also asks the right questions that help me plan for my business. He’s not steering the decision-making, but he makes me think about the bigger picture to help me meet short and long term business goals.
I appreciate that Toberman Becker Wealth is personable and not just plugging my data points into an algorithm. Craig understands me, my family, and my goals. I feel very comfortable working with him and recommend Toberman Becker Wealth if you need a financial advisor. – Chris BeastonREVIEW #4 – After switching from a large firm, we were looking for an advisor who offered a more personalized approach; someone locally based, close to our home in DeMun, with roots in St. Louis, and younger so we could build a long-term relationship. As we searched for a fee-only fiduciary, it was important to find someone who would truly act in our best interest and provide projections tailored to our needs and goals, and confidently guide us through each stage of our retirement.
Craig has exceeded our expectations. Professional, organized, and backed by deep experience, he quickly earned our trust. We typically meet with him three to four times a year, but he is always available when life changes or our goals shift. Each meeting is well-prepared and thoughtful. Craig walks us through his analysis, offers recommendations grounded in market insight, and genuinely listens when we have a different perspective.
We consistently feel heard, understood, and respected. While he is highly knowledgeable, he has a talent for breaking complex topics into clear, digestible information. We’re grateful not only for his guidance but for the personalized service he provides. We always know he is working in our best interest, and we are confident we made the right choice.
We strongly recommend Craig and his team at Toberman Becker Wealth. – Nancy HaginREVIEW #5 – I’ve known Craig for a few years and started working with him towards the end of 2025. Although I’d been working with someone to manage my finances at the time, when friends and relatives shared they needed financial advising services, I referred them to Craig. I heard nothing but great feedback from them about how he helped them, so I decided it’d be in my best interest to work with Toberman Becker Wealth.
I realized that I needed to shift from looking at specific investment returns and start looking at wealth management as a whole. Now that I am, it’s really opened my eyes to what Craig does – how he looks at the whole financial picture.
As I shifted from the pre-retirement “let’s see how much we can get in returns” mindset to wanting to protect my assets in retirement, I knew I needed someone who understood those goals and my conservative risk tolerance. Craig sat down with me to analyze my portfolio, carry out projections, and give sound advice that went beyond just hoping for good results to actually running the numbers and forming a strategy accordingly. He also incorporated tax planning and estate planning to form a comprehensive plan.
One thing I really appreciate about Toberman Becker Wealth is the personal touch. When I call Craig, he knows who I am and where my head is at. He picks up the phone or responds to emails right away – I never have to hunt him down. I also like how he and Michael work together and overlap. I know if Michael ever needs to help me with something, I’d feel just as confident in him as I do in Craig.
He never tries to upsell anything, and I know he truly has our best interests at heart. That’s really important in retirement, when financial planning needs change. I appreciate how Toberman Becker Wealth helps me feel confident in my financial plan, and I’ll continue to recommend them to friends and family. – Tim Buehne
Fidelis Financial Planning, LLC
ADDRESS: 8770 Rose Ave, St. Louis, MO 63144, United States
NUMBER: +1 636-922-9252
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting and Wealth 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been with Fidelis for over 12 years now. Jeff Laughlin is the consummate professional and all around nice guy. Denise White runs a tight ship as the office manager and Jack White keeps an eye on the whole operation as he very slowly but surely transitions to the ranch. Their vast experience has made my financial/retirement planning a reassuring experience! – James Lieser
REVIEW #2 – Working with Jeff and the entire Fidelis team feels less like talking to a financial planner and more like talking to a trusted friend who happens to be a wealth management and retirement planning expert. They listen to us, they care, and they make even complex financial decisions feel simple and manageable. We leave every conversation feeling educated and confident about our financial future. Couldn’t recommend them more! – Jason Spore
REVIEW #3 – I’ve been a client of Fidelis for almost 20 years. Over those years they’ve provided phenomenal service. Always prompt and thorough in answering questions and responding to financial needs. After I retired, I migrated all my accounts to Fidelis from the financial institution the company I worked for used for their IRA program because of the many more years Fidelis managed my personal portfolio with superb results. They’re one outstanding firm. – Dan Schellinger
REVIEW #4 – Jeff and his staff have helped us understand our financial position and make strategic decisions. The office is very responsive to our queries and quick to schedule appointments as needed. Jeff has a keen understanding of the markets and makes sure our money is secure and grows. – Dean Boschert
REVIEW #5 – I know Jeff personally and can confidently say he brings a high level of care and dedication to everything he does. He’s a good listener, passionate about his work, and genuinely invested in helping others succeed. I would recommend Fidelis to anyone looking for a professional who truly cares! – Jessica Forrest
JBL Financial Services, Inc.
ADDRESS: 9300 Olive Blvd, St. Louis, MO 63132, United States
NUMBER: +1 314-863-0008
SERVICES: Estate planning, Insurance purchase consulting, Tax planning, Wealth management, 401K Services, Employee Benefit Solutions, Social Security Planning, Investment Management, Smart Investing, Benefit Plans, Investment Plan, Investment Portfolio, Business Retirement Plan Solutions, Tax-Efficient Investment Strategy, Estate Planning Coordination, Long-Term Care Planning, Fiduciary Financial Advising, Life Insurance & Protection, Retirement Coaching
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I became a client about 5 years before my retirement age. Jeff and Erin helped guide me with my 401k while planning for my retirement. Thankfully I established this relationship as I was eliminated from my career 2 years before my targeted retirement date. Jeff and Erin took action immediately and we put a plan together for my early retirement. That was almost 8 years ago and even though I take 4% prudent withdrawals from my IRAs they have more value than my initial investments. Jeff and Erin actually made the whole process fun and really put me at ease. Part of this plan was healthcare and bridging the gap to Medicare. They were so helpful when it was time to enroll in Medicare making sure the plan I chose would work best for me. Last but not least the coaching sessions are a lot of fun and there is never any fear mongering. I couldn’t be happier and you will too. – Michael Schwartz
REVIEW #2 – We’ve had an amazing experience working with JBL Financial. From the very first meeting, we felt genuinely cared for, not just as clients but as people. Erin, Jeff, Rob, Frank and the team take the time to explain everything clearly, answer every question with patience, and truly have our best interests at heart.
It’s rare to find a team that combines deep financial and Medicare knowledge with such honesty, integrity, and personal attention. You can really feel the pride they take in their work and in helping families plan for a secure retirement.
We highly recommend the Retirement Coaches to anyone looking for trustworthy financial and retirement guidance! – Kevin Kohler
REVIEW #3 – JBL had done a great job of investing my money. They helped with saving money 4for my 4 grandchildren’s college fund. Late each year they found me the best medical plan to use for the next year. They’ve been saving me money with a Medicare Advantage Plan the last 4 years. Wish I had switched to JBL several years ago!!! – mrp356b
REVIEW #4 – It has been a pleasure working with JBL. They have made retirement possible with their wonderful advice and expertise of investing. They are very knowledgeable and listen to your needs. You can call them anytime with questions and get answers. I’m so happy that they are involved in my life. – Tracy Purk
REVIEW #5 – JBL is consistently professional and accommodating. They take the time to truly listen to our requirements and go above and beyond to ensure every request is fulfilled. Beyond their expertise, the entire staff is friendly and deeply committed to our success. We have been consistently impressed and are confident that moving our portfolio to JBL was the right decision. – Tim Cochran
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