4 Best Gold IRA Investment Companies Near Me in Tacoma, WA – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Edgewater Wealth Management
ADDRESS: 2115 N 30th St #102, Tacoma, WA 98403, United States
NUMBER: +1 253-240-0080
DESCRIPTION FROM BUSINESS: Peace. Possibility. Progress We do what we do because of you. Our passion lies in helping you feel a sense of peace and possibility about your financial future…
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 – I worked with David Paulson at Edgewater. He built a plan for my family that considered conversions, a sensible withdrawal schedule and tax efficient bequests for my heirs. Patient and low stress, he took the time I needed to make sure I had a full understanding of some very complex (to me) strategies. 11/10 expectations exceeded. – 4663rar
REVIEW #2 – The team at Edgewater Wealth Management has been great to work with. Bailey has been helpful, communicative, and a pleasure to work with. Thanks for helping my family and I set ourselves up for the future. I highly recommend Edgewater for your insurance and investment needs. – Connor Naccarato
REVIEW #3 – I have nothing but good things to say about working with Edgewater Wealth Management! Their team is attentive, knowledgeable, and always available to answer questions. Bailey took good care of getting my family the coverage we needed at a time when our family was growing! If you have any insurance or investment needs, look no further! – Ryan Schumacher
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Equal Path Investments
ADDRESS: 539 Broadway Suite J1, Tacoma, WA 98402, United States
NUMBER: +1 253-254-8354
DESCRIPTION FROM BUSINESS: Financial planning, retirement, and investment advice to amplify your purpose and potential. We are an independent, flat fee-only, and fiduciary financial planning firm with Accredited Investment Fiduciary ® advisors and CERTIFIED FINANCIAL PLANNER ® professionals…
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| 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 had the pleasure of working with Carlie for financial planning. She was instrumental to help me identify long-term financial goals and diversify my portfolio. She has vast knowledge and takes the time to teach and explain information in a way that is understandable to a novice like me. She also has great communication and always promptly followed through with any action items. Carlie truly set me up for success! I highly recommend her to everyone, she will have your best interest at heart. Thank you Carlie!! – Tara Shepherd
REVIEW #2 – Working with Carlie for help with my financial planning was a fantastic experience. I began working with Carlie after finishing graduate school, and I had very limited knowledge of saving, investing, insurance, and other related topics. Carlie was very knowledgeable and broke things down in a way that I could understand. She worked to understand my values to determine the best financial strategy for me. She was consistently responsive to my questions, no matter how basic or complicated. I would highly recommend working with Carlie! – Brian Letourneau
REVIEW #3 – Carlie worked as a financial advisor for me and my family for few years. She is very knowledgeable, hardworking and professional. She went above and beyond to educate us on some of the financial matters. She was always quick to respond and very reliable. I would highly recommend her to anyone. – S M
REVIEW #4 – Carlie Ransom helped me with financial planning for 3 years. She has obvious expertise in the field, is trustworthy, and has an excellent ability to communicate about my financial goals and plans. Her communication and knowledge make it easy to understand the investing plans and goals for my future. She is responsive, organized, and professional. I recommend her highly for these reasons. If you are looking for excellent financial advice and someone you can trust, seek Carlie Ransom. – Richard Browning
REVIEW #5 – Carlie worked as the financial advisor/coach for my wife and I over several years as we began our careers and lacked the knowledge specific to long term financial planning and debt management. Carlie did an incredible job of educating us on topics we needed help with before using her incredible knowledge of financial planning, tax planning, budgeting and loan repayment strategies to create the best individualized plan for our family. She always prioritized our long-term goals and our family’s best interests when giving financial advise, and truly wanted the best for our family. I strongly encourage you to talk to Carlie and discover for yourself what a genuine, supportive person Carlie is, whose great understanding of financial planning can help you reach your goals. – Darren Wong-Ward
REVIEW #6 – I truly appreciate my experience with Carlie as a financial planner. As someone who was previously intimated by the financial world in general, Carlie helped to guide and teach me a non-judgmental manner. She was key in helping me start to gain control over my finances and feel comfortable managing money on my own. – Allison Hoff
REVIEW #7 – Carlie has been instrumental in helping my husband and I with our finances and goals. She is extremely well organized and thoughtful in her planning and execution of financial advice. She reviewed existing accounts I had and gave advice on how to change them to make sense for me personally. In addition, she always had an agenda for our meetings (which we loved because we didn’t know where to start or what steps to take next…) and had it not been for her, we wouldn’t have half the saving accounts we have now. Most importantly, Carlie educated us and patiently answered our questions—you can tell she cared and wanted to make sure we understood what we were doing whether it was with her or someone else. Lastly, Carlie met us while my husband and I were just dating and now we are married with a baby. Lots of changes to navigate and we couldn’t have done it without Carlie. We completely trust her and would absolutely recommend her to anyone! – Holly
Kimball Creek Partners
ADDRESS: 917 Pacific Ave # 407, Tacoma, WA 98402, United States
NUMBER: +1 800-493-6195
DESCRIPTION FROM BUSINESS: Kimball Creek Partners is a premier financial planning firm dedicated to helping individuals and families achieve their financial goals. As an experienced financial advisor, Kimball Creek Partners offers personalized and certified financial planning strategies, including retirement planning, investment management, tax planning, and estate planning…
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 – Brock Bennion at Kimball Creek Partners is very knowledgeable but also knows how to communicate with people who are less sophisticated when it comes to investments. In just two sessions I learned a great deal from him. I think his background as a scientist is a significant advantage in identifying innovative strategies that work to grow wealth. He is also warm, friendly and demonstrates the highest level of integrity when providing advice. Highly recommended! – Rosemary LeVasseur
REVIEW #2 – I had a great experience meeting with Brock Bennion. He was incredibly well-informed and took the time to explain everything in a way that actually made sense to my non-numbers brain. He answered all my questions without ever making me feel rushed, never tried to sell me on any kind of plan/service, and set my mind at ease. I highly recommend Brock Bennion and look forward to working with him in the future! – Svea Pitts
REVIEW #3 – Very grateful for Kimball Creek Partners! We are a blended family that needed advice to get back on track and they helped us do just that. The perfect combination of professional and personal, they care about my family and our goals and provide expert, timely and reliable support. Thank you KCP! – Jane Prince Seader
REVIEW #4 – Kimball Creek Partners has managed my family’s investments with professionalism and care for decades. Their integrity and consistency have made financial decisions much easier during big life transitions and I’m grateful for their wise stewardship. – Heather Vincent
REVIEW #5 – Big thank to Brock. He took his time to explain the different options I had preparing for retirement. He was calm, understanding and, in no rush. He understood my concerns as we wrapped up our meeting I felt assured I was on the right path. Thank you again for everything. – Tim Small
REVIEW #6 – Brock at Kimball Creek Partners is a firm that I regularly work with by referring my clients to, and also, I have worked with personally. Brock is such a great listener and is the most down to earth person I have met. First, on listening…he truly listens and is genuinely interested in meeting you where you are at, not where he thinks you should be or being judgmental. I have seen other advisors that are selfish and insert their own bias. It is great to have a professional guide you but not based upon THEIR bias. Brock doesn’t have a horse in your race, you do. He’s in the stands cheering you on and guiding you. Brock not only is excellent on explaining things in the beginning, but he is also terrific in staying in touch, following up, just not taking your money and you never hear from him again. Now, about down to earth…Brock loves talking about life and getting to know you as a person. He is warm, friendly, engaging, always happy and eternally optimistic. (He is also wicked smart with a PhD!) I would not, and do not, hesitate referring my clients to Kimball Creek Partners. – Taralee
REVIEW #7 – Recently retired, my wife and I were overwhelmed by understanding all the financial dos and don’ts. Kimball Creek Partners was there to help navigate and make sense of all our financial needs going forward. Dean and Brock guided us in restructuring our retirement accounts to better suit our needs/wants for the future.
Dean and Brock are wonderful to work with! Never once did we feel inadequate or overwhelmed with the discussions. If I didn’t understand, which was frequent for me, a better explanation was always offered until clarity was achieved.
Their exceptional financial knowledge and expertise make them our first choice for all of our future financial needs. – Dan Mueller
Puget Sound Financial Strategies
ADDRESS: 4301 S Pine St Ste 363, Tacoma, WA 98409, United States
NUMBER: +1 253-238-0703
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We are so glad to have the team at Puget Sound Financial Strategies working for us. Eric is so patient with all the questions and gives excellent advise. Amy is so pleasant and Angela is awesome. They are truly a wonderful team of people I highly recommend them no matter how much you have to invest. – Lisa Billings WA-UNIVERSITY PLACE
REVIEW #2 – My wife and I are relatively new to working with Eric at Puget Sound Financial Strategies. Eric and the team at PSFS are professional, welcoming and incredibly helpful. We knew we needed help with our retirement planning, but had no idea how much we didn’t know. Eric enjoys educating clients about finances and, after only a few initial appointments, we have already started making better decisions that will help us retire sooner and with more income. We highly recommend Eric and the PSFS team to anyone looking for effective retirement planning. – David Shearer
REVIEW #3 – I just had a one year anniversary with Eric and his staff. They took the time to truly understand my financial goals and provided clear explanations.
Their expertise and professionalism made me feel confident and secure throughout the process
I highly recommend Puget Sound Financial Strategies their exceptional financial advice and personalized service. – Chusuk Song
REVIEW #4 – My husband and I have been clients for a few years now. Eric and Amy are wonderful people and we appreciate how up front, direct and honest our conversations are with Eric. We never feel pressured to make one move or another, he listens to our questions, concerns and together we forge a path that makes sense for us. We appreciate Eric and Amy and would recommend them without hesitation. – Mary Barrett
REVIEW #5 – My husband and I have worked with Eric for years. He has been professional with his recommendations and has answered all questions concerning our financial wellbeing. I would definitely recommend using Sound Financial Strategies, Inc. – karin tweten
REVIEW #6 – As new clients to Sound Financial Strategies, we needed a lot of “hand holding”. Eric took the time to answer all our questions and made us comfortable in the process and the plan. I have already referred friends to him and you have to earn personal referrals from me. – T.J. Phillips
REVIEW #7 – Eric is definitely in this for the long haul! He started teaching and advising 20 plus years ago! When we were not in any position to invest, I would often tell him there’s no money in it for you we aren’t ready and he would respond with no worries,…some day you will.
He was correct and has managed funds for us on many levels to include corporate plans as well.
Very happy with this relationship! – andrew gunia
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
