4 Best Gold IRA Investment Companies Near Me in Vancouver, WA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
First Pacific Financial
ADDRESS: 610 Esther St #100, Vancouver, WA 98660, United States
NUMBER: +1 360-254-2585
SERVICES: Education Funding, Estate Planning, Financial Advice, Financial Planning, Financial Solutions, Investment Advisory Services, Investment Management, Pension Plans, Retirement & Income Planning, Risk Management & Insurance Analysis, Socially Responsible Investing, Tax Planning, Total Wealth 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 – Our team at Cooper Chiropractic Center for Health and Wellness has had an excellent experience working with First Pacific Financial for our 401(k) planning and employee retirement support. They are highly communicative, responsive, and consistently follow through on every detail. Their team does a wonderful job educating and guiding our employees so they can make informed decisions about their financial future. We appreciate the personalized attention, professionalism, and genuine care they bring to every interaction. First Pacific Financial has been a valuable partner in helping our team feel confident and prepared for long-term financial success. – Karis Cooper
REVIEW #2 – First Pacific Financial has always been great for the Scotts. We started with them at least 15 years ago and we have grown along with them, in our case, financially. They are always ready to answer questions and be of service in any way possible, and have assisted my family members with their financial matters. They check in regularly with us and are always are on the same page in portfolio managing, which has changed as we get older.
We can’t say enough good things about their service other than we feel lucky to have found them when we did. – Susan Scott
REVIEW #3 – I have been a client of First Pacific Financial for over 20 years, and I cannot recommend them highly enough. Throughout two decades, their exceptional customer care and professional guidance have never wavered. The entire team is incredibly knowledgeable, proactive, and always responsive to my needs. It is rare to find an organization that consistently delivers this level of service and genuine care for their clients year after year. If you are looking for a financial team you can truly trust, look no further! – Cheri Martin
REVIEW #4 – Until she retired, we worked with the same Certified Financial Planner for 30 years. Consistency, trust and good communications were some of the skills we required for someone helping manage our portfolio. Fortunately, the transition to First Pacific Financial was seamless. Julienne Valoise and her team demonstrated their interest and sincerity in our initial meetings as we eased from one Advisor to another. We never felt pressured or left in the dark as we created a plan to achieve our investment goals. We are happy to recommend FPF as a trusted partner helping us manage our investments. – Brent Layton
REVIEW #5 – We have been clients of First Pacific Financial since February 2008, and we cannot recommend them highly enough. Over the last 18 years, they have navigated our portfolio through the inevitable ups and downs of the economy, ensuring consistent and steady growth.
What truly sets First Pacific Financial apart is their stellar personal touch. Everyone we have ever dealt with is genuinely engaged and invested in our success. In a world of automated phone menus, they stand out—when you call, a real person answers the phone.
In a financial relationship, trust is paramount. First Pacific Financial has fully garnered ours through nearly two decades of exceptional, reliable service. – John Stevens
Recommended Sponsors
Find a Gold IRA Company with the Best Gold Investment Options for Your 401k or Roth Gold IRA Account
GoldenCrest Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Harlow Wealth Management
ADDRESS: 400 E Mill Plain Blvd Ste 200, Vancouver, WA 98660, United States
NUMBER: +1 360-573-2522
SERVICES: Employee Benefits Planning, Estate Planning Services, Income Planning, Independent Financial Services, Insurance Planning And Risk Management, Investment Advisory, Investment Planning, Legacy Planning Strategies, Retirement Planning, Retirement Strategies, Tax Efficient Planning, Tax Minimization Strategies, Tax Preparation, Wealth Management
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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We couldn’t be happier with how Harlow has helped us map out our retirement. They are always available to help and are knowledgeable, courteous, and prompt with answering any questions we may have. Aaron is our wonderful advisor, but everyone I talk to is happy with the advisor they work with. We are so blessed to have joined the Harlow family. – Jill Mohr
REVIEW #2 – Harlow Wealth has allowed us to retire 5 years early. After 2 years of retirement Harlow Wealth, especially Aaron Argiso, has given us a peace of mind about our finances. We don’t have to worry at all because they have taken such good care of us; that my wife and I are at peace and able to enjoy retirement fully. THANK YOU Harlow Wealth !!! – brian gorsek
REVIEW #3 – We have been extremely satisfied with Harlow Wealth. Their Customer Service, knowledge and expertise is far above anyone else that we have met. We meet regularly to go over our finances. If we have questions they are very accessible.
We highly recommend them. – Pam Bauer
REVIEW #4 – To have someone pull up a spreadsheet and show you that you’ll never run out of money is a great peace of mind!!! Great care! They answer their phones or emails promptly! Alex is awesome! We don’t make a move without talking to Alex! lol – TravisJanet Gullberg
REVIEW #5 – Very interested in protecting my assets and growing my portfolio. They have a wealth of tax knowledge to minimize my taxes. Highly recommend them. I don’t worry about my investments. – Jim Souders
Indigo Wealth Management
ADDRESS: 900 Washington St Ste 8001, Vancouver, WA 98660, United States
NUMBER: +1 360-258-1005
SERVICES: Estate Conservation, Estate Investment, Estate Management, Estate Strategy, Homeowners Insurance, Investment Advisory, Investment Management, Retirement Plan
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 – Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance. – Scott Thorkelson
REVIEW #2 – I have had money with Michael for years and it has done well. I transferred my money from where he was, to his new venture at Indigo. The reason? Because I know Mike and am very satisfied with his advice on my finances. His new venture at Indigo has afforded me a little bit of flexibility that I did not have at the previous brokerage. I have appreciated Mikes advice over the years and his willingness to say no, I don’t think that’s a good idea followed by sound reasoning. None of us likes to be told no. But we like losing money even more. Mikes advice as a financial ADVISOR is why I am glad I am at Indigo. If you’re not really looking for advice or feedback I suppose you can just invest in any number of companies. If you’re looking to invest in a team who will endeavor to help guide you and your finances in a positive direction. You will be hard-pressed to find the combination of guidance, flexibility & results that exist at Indigo Wealth Management. Their name says it all, WEALTH MANAGEMENT. 5 stars Indigo, keep up the good work! – Barry Smith
REVIEW #3 – It’s intimidating to call a financial advisor, but I knew that our financial well-being was more important than being embarrassed about where we’re at right now. When we met with Mike we were instantly put at ease and felt comfortable about sharing the truth of our finances. Mike’s education background stood out when he used the white board to draw illustrations and explain how we can improve our outlook with some easy maneuvering. After sharing the different vehicles available to us, without being pushy, he gained our business and our trust. Since then we’ve been able to work with him and Krista and have been able to fine tune our trajectory so we can work towards making our goals a reality. I highly recommend Indigo Wealth if you’re looking for a low-pressure way to gain knowledge and personal direction to meet your financial goals. – T Moore
REVIEW #4 – Michael Colvin has been managing my family’s account for over 10 years. The quality of his advice and client service has been excellent. Mike initially set up an asset allocation that fit our circumstances well. Over the years he has regularly reviewed and modified our investments to fit our evolving needs. Performance has exceeded expectations. I strongly recommend Indigo. – Mark Thurston
REVIEW #5 – Michael has been my broker for many years. When it came time for him open his own firm, naturally I followed him. I have received great customer service over the years, even though I am not a “big fish”. The products offered at Indigo are actually better suited for my needs, than the big box firm where my account used to reside. My account has realized great gains the past few quarters and the team at Indigo has always been there to answer my questions. – Rob Ney
Edward Jones – Financial Advisor: Pia D Meyer
ADDRESS: One Tech Center, 1499 SE Tech Center Dr Ste 260, Vancouver, WA 98683, United States
NUMBER: +1 360-449-6198
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I adore Pia as my financial advisor. When it comes to your finances, especially your retirement, it’s so important that you find someone that you trust to handle something so big. I wholeheartedly trust Pia as my financial advisor. She truly cares about her clients and is so fair in all regards. She focuses on what we want and bends over backwards to make it happen. She is approachable and easy to talk to and so incredibly knowledgeable. My husband and I are so lucky to have found Pia. If you’re on the fence about who to consider, look no further. I can’t recommend Pia enough! – Yvan Trinh
REVIEW #2 – Pia really knows what she is doing and does an excellent job sitting down with me to explain things in a way that I can understand. She has definitely brought me a lot of comfort and confidence in her especially since we are talking about and working with things as import as finances. Pia greatly helped me with how to properly allocate my money and navigate more stressful times with my finances which has brought me a lot of peace about my future. There are a lot of great things to say about her. Highly recommended. – Kristian C
REVIEW #3 – I’ve had the pleasure of working with Pia Meyer at Edward Jones Investing for over two decades. Throughout these years, Pia has consistently demonstrated exceptional professionalism combined with a friendly and easy-going demeanor. Her ability to listen and truly hear my concerns and goals has been invaluable. Pia’s thoughtful and personalized approach to investing has made me feel confident and well-supported in my financial journey. I highly recommend Pia Meyer for anyone seeking a dedicated and personable financial advisor – Glen Allen
REVIEW #4 – Thank you to Pia for taking over our investment portfolio after a years of neglect! Pia was able to get my husband and I on track after our 401k and other investment accounts sat idle after leaving a large corporation and moving into the freelance world. She got us up to speed with our financial picture and goals.
I highly recommend working with Pia. She is so approachable and knowledgeable. Pia will take the time you need to explain things in a way that is understandable. You will be clear on what it will take to move forward and reach your goals. I encourage you to meet with Pia—she has a wealth of knowledge and will be a valuable ally in a secure future. – Shannon Miller
REVIEW #5 – Pia has been my financial advisor for over 3 years and has helped me gain significant returns year after year. She has also helped me with building education accounts for each of my children. Her responsiveness and knowledge in understanding the market and identifying trends are just a few reasons why I continue to work with her. I have referred family members and co-workers to her and they have all been happy with working with her. – Clare Hovland
Recommended Sponsors
Gold Broker: A Well Respected Company Offering Great Gold Investment Opportunities
BullionStar: One of The Best Gold Investment Companies in The World
Silver Gold Bull: Offering Some of the Best Gold Investment Options in America
