4 Best Gold IRA Investment Companies Near Me in Tucson, AZ – Retirement Planning Services That Help Transfer 401k to Gold IRA Rollover Accounts
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Underhill Financial Advisors, LLC
ADDRESS: 3146 N Swan Rd, Tucson, AZ 85712, United States
NUMBER: +1 520-795-2950
DESCRIPTION FROM BUSINESS: Based in Tucson, AZ, and founded in 1997, Underhill Financial Advisors, LLC has been helping and guiding families and small business owners through life’s transitions. We are a team who truly believe that your life is our life’s work and are committed to your success. It is an honor to be a part of your financial planning team…
STORE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jim Underhill and his team are amazing. They treat their clients like family. I have never felt so comfortable and confident about what the future holds for me financially. They listened to my goals and designed a plan to make all my finances fit to meet those goals. I feel blessed to have them as my financial advisors. Thank you for taking the financial guesswork out of my life and showing me that my future doesn’t have to be a mystery. I would, have, and will continue recommended them to everyone. – Lynne Cote
REVIEW #2 – I have worked with Underhill Financial for many years and always appreciate their advice and assistants in my financial planning. I would highly recommend them to anyone looking for a financial advisor. I do feel they have my best financial interest at heart. They encourage me to be on the “right path” to financial wellness. – W Z
REVIEW #3 – My husband and I both appreciate the professional financial advise. Jordan Underhill has patiently answered our questions and guided us as we make sound decisions that meet our needs. I highly recommend Underhill Financial Advisors for your investment care. They are highly trusted. I’ve known Jordan for more than 25 years (I was his 6th grade teacher). – JeanR
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Greenberg Financial Group
ADDRESS: 4511 N Campbell Ave # 255, Tucson, AZ 85718, United States
NUMBER: +1 520-544-4909
DESCRIPTION FROM BUSINESS: Greenberg Financial Group is both a Registered Investment Advisory and Retail Broker / Dealer in Tucson, Arizona. We specialize in portfolio management & advisory services
STORE HOURS
| Mon | 6:30 AM – 3:00 PM | |
|---|---|---|
| Tue | 6:30 AM – 3:00 PM | |
| Wed | 6:30 AM – 3:00 PM | |
| Thu | 6:30 AM – 3:00 PM | |
| Fri | 6:30 AM – 3:00 PM | |
| Sat | 6:30 AM – 3:00 PM | |
| Sun | 6:30 AM – 3:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Sebastian, You and your firm continue to demonstrate exceptional attention to detail, consistent follow up, and a level of personal service that reflects the long lost art of true customer care.
Wishing you a wonderful holiday, and please extend my regards to your colleagues. I am thoroughly enjoying my experience with Greenberg Financial Group. – Buck James Callery
REVIEW #2 – I’ve been working with Todd and Dylan, two of the financial advisors at Greenberg Financial, who manage my retirement funds and helped guide my college-aged daughter through the process of setting up her Roth IRA. They not only focus on portfolio performance but also take into account tax implications, risk tolerance, and retirement goals. What I appreciate most is their patience—they’ve always been available to address all my questions and concerns. Additionally, I value that Greenberg Financial is a family-owned business based right here in Tucson. The entire staff is incredibly friendly and always ready to help. I highly recommend Dylan, Todd, and the entire team at Greenberg Financial. – Stephanie M
REVIEW #3 – I am very pleased with my decision to transfer my IRA to Greenberg Financial 6 months ago. They made me very comfortable and came up with the perfect plan for my situation. I will be able to retire at 65 years old and have a guaranteed income stream. Never thought such a thing was possible till I came here. I have been assisted by Todd, Dylan, and Dean and they are all excellent! I highly recommend Greenberg Financial. – JoAnne McDaniels
AIO Fee Only Financial Advisors
ADDRESS: 2531 E Richards Pl, Tucson, AZ 85716, United States
NUMBER: +1 520-325-0769
DESCRIPTION FROM BUSINESS: AIO Financial is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing…
STORE HOURS
| Mon | 8:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:00 PM | |
| Wed | 8:00 AM – 7:00 PM | |
| Thu | 8:00 AM – 7:00 PM | |
| Fri | 8:00 AM – 7:00 PM | |
| Sat | 8:00 AM – 1:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – As a retired accountant, I’m fairly familiar with the terms that Bill uses. When my wife asks questions about what he is presenting us, Bill will give her detailed descriptions of what he is proposing for our account. He gives us great advice, but listens if we want to go a different direction. – Lloyd Nance
REVIEW #2 -I met, virtually, with Bill Holliday for a free one hour get to know one another session. Bill is friendly, clear, and straightforward. The AIO Financial website is well organized. The AIO YouTube channel is not to be missed. Informative, and fun. If I decide to utilize a financial planner, it will be AIO. – Henry Sadovsky
REVIEW #3 – AIO has been our financial advisor for a few years now. We’re in post-retirement so managing our assets is very important. I particularly like two aspects of working with AIO: our meetings are like mini-workshops so we plug in scenarios and figures and get an immediate response; and Bill/AIO is on top of financial trends and forecasting. Both aspects permit us to make decisions on any upcoming changes with some confidence. – Shela McFarlin
Southwest Investment Advisors
ADDRESS: 7594 N La Cholla Blvd, Tucson, AZ 85741, United States
NUMBER: +1 520-544-2500
DESCRIPTION FROM BUSINESS: Southwest Investment Advisors, Inc. was founded in 2001 to provide independent investment advisory services in Tucson, Arizona. We work as a team so that our clients never have to wait for an answer because someone is on the other line or out of the office. Every Advisor and staff member can help any client and we invest our client’s money the same way we invest our own money, based on Modern Portfolio Theory. We are a fee based fiduciary…
STORE HOURS
| Mon | 7:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 4:00 PM | |
| Wed | 7:00 AM – 4:00 PM | |
| Thu | 7:00 AM – 4:00 PM | |
| Fri | 7:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been using their services for years after finding them from a Dave Ramsey recommended advisors list. They have always been professional, friendly and helpful with all of my questions. I highly recommend Alix and her team. – Janet Ray
REVIEW #2 – I have been with Southwest Investments since 2019, they have been fantastic at handling every financial need and concern that I have with professionalism and rationalism (even when I think I know what is best). Alix and Rick have done such an amazing job at keeping in contact to help cater my financial plan to future and current life goals. Through every turn of events, they have offered comfort in their ability to handle my funds effectively. Their commitment to my future success is admirable and makes me confident that they seek my benefit at the end of the day. – Trinity Zich
REVIEW #3 – Wife and I showed up at their office without an appointment. Bart sat down with us in under 15 minutes. At no cost, he reviewed our situation, explained our options, and recommended solutions. Every time we’ve met, they’ve been professional, courteous, and helpful. – Alek Miller
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