4 Best Gold IRA Investment Companies Near Me in Sugar Land, TX – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
WJ Interests Financial Advisors – Wealth Management
ADDRESS: 2333 Town Ctr Dr #100, Sugar Land, TX 77478, United States
NUMBER: +1 281-634-9400
SERVICES: Financial planning, Investment advising, Wealth management, Investment Management, Wealth Advisor, Business Succession, Risk Management, Business consulting, Financial coaching and General investment consulting
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 chose to team with WJ Interests back in 2022, as I felt the need for some guidance in the 3-4 years leading up to retirement and, more importantly, during retirement. I do not regret my decision. They have been a trusted partner and I feel confident in my current – and future – financial state. Beyond finances, the WJ team has demonstrated an understanding of the importance of having a purpose in retirement. Without a doubt, they “get it”. Highly recommended. – Jeff Horn
REVIEW #2 – The best financial decision we did in the last 20 years was to sought the services of WJ Interests. It made us financially stable to be able to fulfill our dreams of travel, live free of worries about pennies and cents and live comfortably in our old age. The group of advisors explained to us the minutia of how certain portfolio can work in our goals and advantage of living financially stable in our lifetime.
Honest group of people. Useful and interesting financial ideas is discussed on their quarterly luncheon meetings.
My husband and I would like to give the WJ Interests group a heartfelt of gratitude. – Nora Watson
REVIEW #3 – Their attention to detail and personalized service, including their comprehensive app for calculating the sufficiency of your retirement savings using variable factors under different scenarios, their expertise in social security and medicare decisions, their periodic seminars regarding what is going on with the economy and investments, and their regularly scheduled face-to-face meetings to discuss your portfolio and how it still fits your goals is great! Not to mention that their financial performance has been very good and well thought out. Highly recommended! – Bruce Mercer
REVIEW #4 – I am blessed to have been introduced to WJ Interests to manage my finances many years ago. They have consistently gone above and beyond to demonstrate their commitment to me. (financial and personal). My interests are first! They are the total package! I’m enjoying my “next life” in retirement with proven leaders in their field. – Therese Trahan
REVIEW #5 – Jared and team have been a valuable resource over the last five years. Our only regret is that we wandered in the wilderness all those years before we found WJ Intersts. Great people , great results! – Mark Rehkopf
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Avidian Wealth Solutions – Sugar Land
ADDRESS: 13131 Dairy Ashford Rd #150, Sugar Land, TX 77478, United States
NUMBER: +1 281-652-5303
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, , Tax planning, Wealth management, Insurance Planning, Investment Advice, Retirement Planning, Investment Management, Retirement Tax Planning, Alternative Asset 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Preston Snow and his team at Avidian in SL provides me with excellent service. He is the consummate professional and couples confidence with experience to provide sound financial advice. When he moved from Chase (to STA Wealth becoming Avidian), I moved my investment portfolio to him and generally have been satisfied with it’s performance. My only reservation is that there is no Avidian application (similar to Personal Capital) that tracks my overall wealth graphically, to monitor and manage my cash flow, budget, RMD, taxes and estate planning effectively. The relationship has been very satisfactory and beneficial to me. – John Powell
REVIEW #2 – I have been with Avidian since 2012 when I retired. Couldn’t have made a better choice to mange my portfolio through good times and bad. The options offered for my portfolio and the results have fit my goals to a tee. They are always informative and have a great staff that fills my requests and answers my questions in a much appreciated timely manner. – Dennis Ogren
REVIEW #3 – The Sugarland office has really helped me with my transition from work to retirement. Ms Kim is great and Mr. Snow is very patient and knowledgeable. Mr. Snow has been my advisor for over 13 years. Nothing but good to say. – JP Scott
REVIEW #4 – Preston Snow and Kim Ton are awesome! Highly recommend this company. Very personal service. Outstanding! – MM Roofing
REVIEW #5 – Preston Snow and his team have always provided great service. – Dorothea McPheeters
Advanced Wealth and Retirement Planning Concepts
ADDRESS: 14090 Southwest Fwy #300, Sugar Land, TX 77478, United States
NUMBER: +1 281-738-3938
SERVICES: 401(K) And Defined Benefit Plan Establishment, Alternative Investments, Estate Planning, Events Coordinator, Financial Advisor, Financial Strategies, Investment Advisory, Investment Strategy, Ira/401(K)Rollovers, Life Insurance And Annuities, Pension Plan Maximization, Personalized Financial Plans, Planning Advisors, Retirement Income Strategies, Retirement Planning Insurance, Retirement Planning Strategies, Wealth Accumulation, Wealth Advisor
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 – Working with Advanced Wealth and Retirement and Barbara Walker-Green has been the best thing I could have done for my retirement investments. From the moment I attended one of her seminars to meeting her in her office, Barbara put me at ease. We discussed my financial situation and goals and Barbara offered suggestions and strategies. When a decision was made, Barbara handled everything. I love that she checks in with me at least yearly, sometimes more (lol) to be sure I am on the right track and that my money is working for me. If you are looking for a competent and knowledgeable Financial Advisor/Planner, don’t hesitate to choose Barbara and Advance Wealth. You and your financial situation will benefit from your decision. – Vicki Preer
REVIEW #2 – I feel very comfortable with my finances in your care and for you to guide me in the right direction. I found you to be the most professional of those I interviewed 14 years ago. I have no hesitation in recommending your services with complete trust and I look forward to my continued relationship with you and your company. – Jean Amboree-Justice
REVIEW #3 – Dr. Walker-Green has done an excellent job managing and advising us in our post retirement phase. I highly recommend her services. – Toni Williams
REVIEW #4 – Awesome! Helped especially with my retirement. Moving my job investments to a safe situation that could help me for long term use. – Harriette Brown
REVIEW #5 – A client for twelve years, I have found Barbara to be experienced, knowledgeable, honest and very professional. – Fred Woolridge
Sweetwater Financial Advisors
ADDRESS: 4655 Sweetwater Blvd Ste. 300, Sugar Land, TX 77479, United States
NUMBER: +1 281-491-3333
SERVICES: IRA Rollovers, Roth Conversion Planning, 401(k) Rollover, Investment Management, Wealth Management, Financial Advice, Financial Advisors, Investment Advisory, Investment Program, Investment Selection
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Great customer service, advising, strategizing and communication. This team truly cares about their clients and it shows! I’ve worked with other financial advisors and hands down this is the best i have encountered. There faith and values have lead me to a sense of security in these uncertain times. I highly recommend Sweetwater Financial to my family and friends. I’ve been a client now for many years. – Rebecca Akers
REVIEW #2 – Look no further. Mr. Teel is extremely knowledgeable and able to explain various Saving and investment vehicles in a way that is easy to understand and feel confident with. I found the in-office atmosphere to be relaxed with no high pressure rushing to make commitments. Mr. Teel has been an excellent financial advisor, but he is half of the experience. The “front office” is remarkable. Every time I have called regarding paperwork, taxes, or general questions, they immediately know who I am, and are able to answer the questions, or give me the help I need very quickly. They do not leave you waiting and wondering. This whole experience together was easy for a 5 star rating. – Chris F
REVIEW #3 – We have been clients for over 20 years and couldn’t be more pleased. They’ve done great with our investments over the years and now as we near retirement, have assisted with retirement planning. They are so trustworthy and reliable that we have sent them many clients. I also love how they can break things down and explain when we have questions – Darlene McElhannon
REVIEW #4 – I have been working with Sweetwater Financial Advisors for the past 6 years. Their entire staff are professional, knowledgeable, friendly, and receptive. I feel very secure having my money invested with SFA. I especially appreciate their receptiveness when I’ve had questions or concerns over the years because of unsure and unstable financial markets. Bryan and Melody have always answered my questions and taken the time to meet with me in person when I’ve needed to. It’s also a huge benefit that they are considered a Dave Ramsey Smartvestor company! – Amy E Mach
REVIEW #5 – I’ve been a client of Sweetwater Financial for six years, and happily so. Brian Teel and his staff are excellent investment advisors, are readily available to answer questions of the most detailed kind.
Additionally and very important to me as a retired person, the investment advice has been stellar and sensitive to my needs as a retired person
In summary, Sweetwater Financial, practice investing conservatively but effectively.
My Advice? Call Brian Teel and his team at Sweetwater Financial – Dale Van Steenis
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