4 Best Gold IRA Investment Companies Near Me in Tulsa, OK – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Burkholder Wealth Management
ADDRESS: 5014 E 101st St S #200, Tulsa, OK 74137, United States
NUMBER: +1 918-727-7100
SERVICES: Estate planning, Financial planning, Investment advising, Wealth management, Advanced Tax Planning, Comprehensive Financial Planning Services, Comprehensive Wealth Management, Financial Planning And Investment Strategies, Individual Retirement Accounts, Investment Accounts, Investment Advisors, Retirement And Investment Planning, Retirement Planner, Saving And Investing
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I found Burkholder Wealth after we were with another advisory group. We could not be happier. They are a small office, very personalized service. They manage our portfolios and we have done much better than I expected. Much better than the previous place. They are very good at what they do and I highly recommend them. – Ray Greulich
REVIEW #2 – Eric and Valentin and the team have been invaluable for us as we navigate various financial decisions and planning. They are wonderful advocates and true partners. We love the personal touches as well, as we definitely feel like they are invested in us as well. – Mac Keely
REVIEW #3 – Burkholder Wealth Management has an incredible team. I’m so thankful they have taken such good care of us over the years. I wouldn’t trust anyone else with our accounts. Thank you Eric and team! – Karen Harris
REVIEW #4 – Burkholder Wealth Management has helped me immensely since I moved to Tulsa last year. Eric and his staff have the expertise and the patience to break down the investment process to a novice such as myself. I wouldn’t hesitate to contact BWM for any of the services they provide. – W Jennings
REVIEW #5 – Eric and his team are fantastic. As a CPA and finance professional, I could manage my own money but choose to have Burkholder Wealth Management do it for me. Eric is smart and caring and his approach is financially sound. I highly recommend him to anyone looking for a financial advisor. – Mike Fritts
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Credent Wealth Management | Tulsa Financial Advisors
ADDRESS: 8801 S Yale Ave #410, Tulsa, OK 74137, United States
NUMBER: +1 918-492-1361
SERVICES: Estate planning, Financial coaching, Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Wealth management, Alternative Investments, Company Retirement Plans, Investment Accounts, Investment Advice, Retirement And Estate Planning, Retirement Financial Advisor, Retirement Planning Savings
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 – Had a chance to meet Sid, Matt and Daniel at First State Investment Advisors today. Great group of guys who are willing to listen to what you have going on in your financial world and assist how they can. They don’t force anything upon you and are very forthcoming in letting you know exactly how they will be managing your financial plans and actually explaining what you are going to be invested in. They are great sources of knowledge that does not feel like you are talking to a dictionary or sales rep. They are also able to give you valuable reading material about their philosophy and also investment terminology rather than just talking about it for those people that need to read to understand rather than just listening to people talk. For a very personal feel I would highly recommend First State Investment Advisors for anyone looking! – Alan Ball
REVIEW #2 – I called looking for financial advice in terms of potential investments for my savings. I spoke with Sid for about 20mins. Sid gave me great insight to what I need to do as far as research for myself and gave me blogs to study to become further educated on the different types of investments I can make to begin my personal journey. His help was genuine, despite my ignorance to the world of finance. He was patient and answered all of my questions thoroughly. No money was exchanged, just knowledge and wisdom from someone further educated in this area than myself. Thank you, Sid! – Bodybuilding Rocker
REVIEW #3 – I was looking for someone to give me financial advice and found Sid online. Sid at once made me feel comfortable and I was able to talk to him about my situation and my concerns regarding my Finances. He was so kind and knowledgeable. He explained everything in layman’s terms so I was able to understand. Going forward, I feel I am now able to make a wise decision regarding my finances. If you need financial advice or need someone to help, you understand the intricacies of investment or if you’re not happy and getting the returns you were hoping for with your investments call Sid . You won’t regret it – J Cat
REVIEW #4 – Financial planning felt so overwhelming until my husband and I sat with Sid and Matt at First State Investment Advisors. They took the time to carefully explain their investment strategies and calmed our fears. We’ve been thrilled with their results and have not had a single regret in our decision to transfer our government retirement monies to them. Several of our friends and family have also found financial investment success after switching their monies to First State and we never hesitate to recommend them when the opportunity presents! – Lynn Seitz
REVIEW #5 – I made an appoint to meet Sid and Matt to discuss the possibility of changing financial planners. The interview process worked out extremely well for both parties. I left feeling really great after meeting with Sid an Matt, and got a great feel for both of them. Through their questions and conversation they got a great feel for me. The time they took to look over my monthly statements and transaction history was impressive. They did a great job of explaining what they do and how they go about obtaining your financial goals. Their questions regarding what I wanted to do with my money, and the concern they both had for me and my family was greatly appreciated. Matt and Sid are an impressive team, both bringing different skill to the table. The time they took explaining things to me was unexpected, but greatly appreciated. I was so impressed by their knowledge and professionalism, words cannot express. Bottom line, great people with impressive skills. – David Fon
Melia Advisory Group
ADDRESS: 5424 S Memorial Dr Building E, Tulsa, OK 74145, United States
NUMBER: +1 918-794-9290
SERVICES: Estate Planning Services, Financial Planning Services, IRA Management, Medicare Advisement, Retirement Planning Services and Social Security Analysis
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 – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been with Melia Advisory Group for about eighteen years now. I have been very pleased with their service. They seem to always answer my calls or return them quickly. They explain your investments and answer your questions anytime . They continually look for the best investments for your portfolio. – Richard Waters
REVIEW #2 – I have been with the Melia Advisory Group for seven years, and I couldn’t be more satisfied with the way they manage my money and investments. My advisor, Becky Benanzer, has consistently done an outstanding job—she is knowledgeable, attentive, and always responsive to my needs. The company’s overall performance and customer service have been exceptional, giving me complete confidence in their guidance and support. I highly recommend Melia Advisory Group. – Doug Willerson
REVIEW #3 – After being a loyal listener to Greg’s Sunday radio show, I made an appointment to speak with Mr. Melia. I was still below my retirement age, yet Greg took a chance with me as I joined the Melia family. Since then I have grown my portfolio and comfort in my ability to soon retire. (eat eggs vs chickens) When I meet with Becky B to review my account she is outstanding in teaching me and my wife what to look for and how to plan. This firm changed my outlook on retirement and will boldly say, our life. – Paul Zahner
REVIEW #4 – Melia Group has been the best financial planning and investment firm for my husband and myself. We retired a few years ago and they helped up figure out the best options for creating wealth and keeping it. They are always there to answer questions, I don’t care if you ask a dozen times they always answer with complete professionalism and honesty. I highly recommend this firm. They have become friends over the course of our financial relationship too. – Robyn Vermillion
REVIEW #5 – We were recommended by a relative with the Melia Advisory Group, and it was a great move for our financial investments. Melia Advisory Group is great, they work with us diligently. Our advisors meet with us at least once a year or any time we needed, they walk us through the statements and explain any questions we may have.
We are very happy with the way they’re working to grow our investments. They are always available when we have any questions. Their services are awesome.
We strongly recommend the Melia Advisory Group for your financial needs. – mynga pham
INSPiRE Financial Group | Financial Services & Planning in Tulsa
ADDRESS: 5154 E Skelly Dr FL 2, Tulsa, OK 74135, United States
NUMBER: +1 918-948-6200
SERVICES: Estate planning, Financial planning, Investment advising, Tax planning, Investment Strategy, Social Security Benefits, Financial Strategies, Insurance & Annuity, Investment Advisory, Retirement Accounts, Retirement Plans
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 love this team and their passion to INSPiRE Others to think and be the best version of themselves all while overseeing the areas that matter most to their financials: Tax strategy, estate planning, insurance planning as well as wealth management. – Josh Wawrzonek
REVIEW #2 – From someone who has not had a lot of financial planning before, Avery and Luke have been great! They have helped me with the swift process they implement. It has been simple and easy to work with them. These guys are very informed and knowledgeable which has led to extremely proactive meetings. The group at INSPiRE are in it for their clients best interest, and are advocates for the people. Definitely will be referring everyone I know to them! – Daniel O’Connor
REVIEW #3 – I have loved working with Mikey at Inspire! For the first time I feel like I’ve found an honest, transparent, super knowledgeable financial advisor without an agenda. He takes the time to explain my options (often multiple times) and is always willing to help me, even outside of scheduled appointment times. I’ve never felt rushed or talked down to, which is a rarity in this industry. Thanks to Mikey’s advice and planning, I am now debt free, protected in all areas of insurance, and working on saving/investing for the first time ever. Not only that, but he informs me every step of the way of not just the “what” of my finances, but the “why” so that I’m also learning in the process. I highly, highly recommend Mikey and Inspire! – Amber Day
REVIEW #4 – The Inspire team is absolutely incredible at what they do. It’s not just about buying insurance. They take the time to assess every part of your finance portfolio and map out the best ways that fit your needs. Tax strategies, estate planning, consulting is just the tip of the iceberg. They listen to your needs and they truly want the best outcome possible. Inspire uses extensive software to model your portfolio, longevity and optimization so you can see what your finances look like modeled out years after planning . Faith centered, client focused and a warrior for your legacy. No one better in the business! – Jennifer Hughes
REVIEW #5 – I had an incredible experience with Inspire Financial Group. Their team is extremely knowledgeable and truly takes the time to understand your personal and financial goals. They broke everything down in a way that was easy to understand and made the entire process smooth and stress-free.
What sets them apart is their genuine care and long-term approach—they’re not just trying to sell you something, they’re focused on helping you build and protect your future. You can tell they operate with integrity and professionalism at every level.
If you’re in the Tulsa area and looking for a financial team you can trust, Inspire Financial Group is the way to go. Highly recommend! – Bradley Crenshaw
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