4 Best Gold IRA Investment Companies Near Me in Summerville, SC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Scipio Financial – Terry Scipio, CLU®
ADDRESS: 700 Nexton Square Dr, Summerville, SC 29486, United States
NUMBER: +1 843-830-0019
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Wealth management, Annuities, Retirement Income Planning, Retirement Planning, Investment Planning And Management, Investment Solutions, Investment Strategy
OFFICE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Terry has been very helpful in setting up a Money Market account with us. Always helping us where ever needed. He always returns calls and text messages and explains everything. He is very easy to work with and does everything possible to help you grow in the future. He is definitely one of a kind and treats you like family. We are vey satisfied with his outstanding service. – Donald Boomer
REVIEW #2 – Highly recommend Terry for retirement planning and financial advising!! I have learned so much in just a short time working with him. He is extremely knowledgeable, easily relatable, and responds quickly to questions. If you’re seeking financial advise – call Terry! – Shannon Robinson
REVIEW #3 – Terry Scipio of Scipio financial is excellent. Last week, I created an account with him and funded it. Within 3 days of creating the account, Terry made an investment that netted 5 percent of net growth of my account. I was blown away. I’ve used other financial advisors before, and everyone can somewhat do the same thing, or so I’ve heard. Terry does something different than the other advisors, obviously! I already put more in the fund this week. I can’t recommend Terry enough – Charlie Corrigan
REVIEW #4 – I’ve had an excellent experience working with my financial advisor, Mr. Terry Scipio. He took the time to truly understand my goals, explained complex financial concepts in a clear and approachable way, and provided thoughtful, well-structured advice. I always feel informed and confident in the decisions we made together. His professionalism, responsiveness, and genuine commitment to my financial well-being really sets him apart. I highly recommend Mr. Terry Scipio to anyone looking for trustworthy and knowledgeable financial guidance. – M HFrederick
REVIEW #5 – I have had the opportunity to work with or speak with many financial planners over my 60 years. I can honestly say that Terry is the best with which I have ever worked. He first is a consummate professional! Terry has an experts knowledge about all facets of the financial planning process including tax planning, investments, all forms of insurances, and how to develop a real plan to help meet our long term goals. He also cares and really takes the time to help build out the plan, but more importantly, to advise us on how to stay on the right paths towards our goals. I would highly recommend him and his services to anyone, young or old, who needs help developing a financial or retirement plan. – John Santos
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Hollifield Financial Group, LLC
ADDRESS: 208 N Cedar St #200, Summerville, SC 29483, United States
NUMBER: +1 843-900-3099
SERVICES: Capital Management, Company Retirement Plan, Comprehensive Services, Customized Financial Plan, Estate Planning, Fiduciary Financial, Financial Advice, Financial Planning, Investment Advisory, Investment Advisory Services, Investment Opportunities, Investment Planning, Investment Strategy, Legacy Planning, Retirement And Income Plan, Retirement Income Planning, Retirement Strategies
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 – Recently joined Hollifield Financial as a client and I couldn’t be happier! My retirement account was pretty stagnant and wasn’t earning much, but once I got Kimsey to help manage it, things are looking great! The process of getting started was so easy & the office staff was timely and friendly! Excited for a long future relationship with Hollifield Financial. – Lizzie Harris
REVIEW #2 – Kimsey and the entire office staff are some of the most caring dedicated people I have worked with. I lost my job and had no idea what to do with my old 401k and he took extra time to explain every part of the process to getting set up in a much better account. – Josh Fisher
REVIEW #3 – Kim and Kimsey helped me understand about my 401K. I didnt know anything about it but they have took their time and explain it to me on how it works! If you ever need a great financial advisor Hollifield Financial Group is the place you need to be at!! – Ronnie Petersen
REVIEW #4 – Kimsey is a great financial advisor and is very knowledgeable, professional, and reachable. He has helped our lodge with several investment opportunities and stays on top of things to let us know of future potentials. When things change, he is the first to contact us and let us know the pros and cons of going forward. I highly recommend Kimsey either for your personal finances or for your business/professional endeavors. – Eric Bruce
REVIEW #5 – I am at the age to be thinking of when the best time to retire is.
My main concern was what to do with my 401K. Thanks to Kimsey he has solved that concern for me. Kimsey and Jeremy and Joshua has been very helpful in walking me through that process. – Diana Ingle
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OFFICE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Patrick Gunther is a very knowledgeable and trustworthy adviser. I would not let anyone else advise you how to handle your wealth. He makes sure to pay attention to industry trends and make sure you are up to date on what is happening in the market. – Jack Griffith
REVIEW #2 – If your looking to invest your money, look no further. Patrick and his team at Compass are simply the best. – Frank Panezich
REVIEW #3 – I’m 29 and never spent a day actually looking at and planning my finances.
As someone who knows nothing about the financial world it’s a daunting challenge to face.
With that being said I sat down with Michael Hakimi today and he helped me realize that mountain that is in front of me has a path to walk and good people to assist you on your hike.
Thank you for taking your time to meet with me and I look forward to doing business with you. – James Greene
First Command Financial Advisor – Dave Thompson, CFP®
ADDRESS: 208 W 7th N St, Summerville, SC 29483, United States
NUMBER: +1 843-871-0383
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 – 3:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have gained so much financial literacy and gains with the advice we have received from our advisor Dave and the support of his team at First Command. Everyone here is friendly, supportive and always willing to help. We have recommended countless amounts friends to come here for financial advice and support. We highly recommend! – Christae Smith
REVIEW #2 – Our latest financial update was a great experience. Staff personnel were personable, welcoming, and attentive. Dave is a top notch experienced advisor who knows our situation, is very professional, analyzes data, and gives timely and thoughtful recommendations, but is never pushy and leaves the final decision up to the family. I have recommended First Command to a number of friends and relatives. – Frank Grubb
REVIEW #3 – We appreciate how knowledgeable Dave is and up to date with the current market so he can advise the best options for our financial success. He has a wonderful support team who offer excellent customer service. It’s nice having the peace of mind that our family will be setup for generations to come. – Stefani Dopson
REVIEW #4 – Dave has been my financial advisor for years. He’s done a great job of investing my IRS and counseling me on financial matters. He has my highest recommendation for anyone looking for help in managing their money, especially retirement accounts. – Olin Thomas
REVIEW #5 – Dave has been our Financial Advisor since we PCSed here in 2008, he and his staff have always been the greatest. He has always given us the best financial advice and it has most definitely paid off. His advice has put our family in a good place for the future after retirement. We recommend him very highly!!! – Daryl White
REVIEW #6 – We have enjoyed excellent personalized service from Dave Thompson and his team. They offered us a clear assessment of our current financial status and a plan for a thriving retirement while minimizing tax burden. Their hospitality is over the top! – Carol Morrison
REVIEW #7 – We have been client’s of Dave Thompson at First Command for years. We couldn’t be happier with the service he and his team provide! His years of experience in the financial field are apparent. He is very knowledgable, available whenever we’ve had life changes, helped us navigate tricky economic times, and has guided us to a more secure financial future! His staff are always warm and welcoming. If you’re trying to find a financial advisor, we give Dave Thompson two thumbs up!! – clara king
REVIEW #8 – OUTSTANDING! My wife and I are extremely satisfied with the service provided by Dave Thompson AND his team of professionals. Always available to help with any questions we may have and always provide sound advice and or technical support. We trust First Command largely because of Dave Thompson’s knowledge and experience and his personal interest in our financial success. Thank you all! Very respectfully, Al and Laura. – sunnyside ace
REVIEW #9 – I have worked with Dave for several years and he has helped me invest wisely. Terry has joined me with his financial needs. Together we feel that Dave has helped us greatly in getting our money to work for us harder and provide long term financial stability. Thanks to the entire staff. – Short One
REVIEW #10 – My wife and I have been with First Command for close to 25 years now, with the last 14 or so being with Dave Thompson in Summerville, SC. Dave and his team have always been there for us and helped us through the transition from active duty to retirement. Then Dave got Cyndy and I into position to fully retire at the ages of 60 and 62 respectively. We can’t thank Dave and his team nearly enough. – Dale Bailey
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