4 Best Gold IRA Investment Companies Near Me in Waukesha, WI – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Retirement Plan Solutions
ADDRESS: 734 Clinton St, Waukesha, WI 53186, United States
NUMBER: +1 262-641-0800
SERVICES: Discretionary Portfolio Management, Estate Planning, Financial Planning, Investment Advice, Investment Advisor, Investment Management, Investment Selection, Pension Plans, Personal Planning, Private Client, Private Wealth Management, Qualified Retirement Plans, Retirement Plan Consulting, Retirement Plan Solutions, Succession Planning
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Erik, Josh, & the rest of the RPS Team have been ABSOLUTELY PHENOMENAL to work with. Their professionalism, extreme knowledge base, incredible responsiveness & thoroughness, and extremely positive and personable dispositions have been exemplary. The have expertly guided us through the death of our family’s 95 year old patriarch, the transferring of his sizable portfolio estate spread across 3 different companies to his 90 year old wife, while incorporating these assets into newly developed intricate series of Trusts, while always ensuring favorable income tax scenarios. They have gone above and beyond to help our family stabilize a fragmented and vulnerable portfolio by staying a step ahead of us in ensuring our financial needs are met. I would highly recommend the RPS Team to anyone needing financial planning & implementation services!!!! – Steve Pasono
REVIEW #2 – Erik and Josh at RPS have provided my mother and father with outstanding investment advice and service for well over 20 years. With my father’s recent death, both Erik and Josh have gone out of their way to help transition all estate investments into my mother’s name. This has been a very complicated process and RPS employees have been kind and understanding with my mother. We trust RPS explicitly and are extremely grateful for all the individualized assistance and attention RPS has provided. – SD Pasono
REVIEW #3 – RPS is great! We worked with Erik and Josh where they really listened to our needs, along with their knowledge, expertise, and explaining in detail (high & low) level, really made with a wonderful experience. We have full trust and faith in this professional team. I would strongly suggestion to give them a call. They are extremely personable and you are not just a number. – Lance Haut
REVIEW #4 – My husband was a client of RPS for many years before his death. I have continued as a client because I have great confidence in them to steer me in the right direction. It is obvious that Eric and his team care for the well being of their clients in the way they treat them. They are easy to talk to and answer any questions I have. I highly recommend RPS. You will not regret it. – Diane Schacht
REVIEW #5 – I cannot say enough about RPS in Waukesha Wisconsin. My mom has had accounts with them for years. Erik and Josh are compassionate; easy to work with; and provide excellent investment advice and service. I have switched my own accounts to them. – Shelly Sickbert
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
Drake & Associates LLC
ADDRESS: 20965 Crossroads Cir, Waukesha, WI 53186, United States
NUMBER: +1 414-409-7226
SERVICES: Advisory Services, Retirement Readiness, Roth Conversions, Financial Planning & Wealth Management, Insurance And Annuity, Investment Strategies, Lifestyle Planning, Philanthropic Planning, Registered Investment Advisor, Retirement Education, Retirement Financial Planning, Retirement Income Plan, Tax Minimization Strategies, Wealth Management And Retirement Planning
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 – We have had several advisors at Drake over the years. All were very knowledgeable and took the time to talk to us on a personal level. Vacations that we took or they took, family, and actually some medical issues we had this last year. All of them including Tina, who is our current advisor, showed that that they care for us as individuals. – Michael Post
REVIEW #2 – Drake & Associates is a group you should definitely check out if you are in need of direction when it comes to your financial future. Welcoming atmosphere and a wealth of options are provided and they truly value their clients through educational and fun events. – Tom Gawronski
REVIEW #3 – Drake has provided us with all the aspects we need for planning our financial future. They have helped us balance our portfolio to give us the biggest tax benefits now and in the future. Our advisor, Ryan, promptly answers emails and has been very complete in answering all our ‘what if’ questions. – Sheryl Leonard-Schneck
REVIEW #4 – Drake & Associates is recognized nationwide for setting the standard in full-scope financial planning. Their firm is exceptional—not only in how they serve clients, but also in how they lead the industry. They actively teach other advisory firms how to implement effective strategies, elevate client outcomes, and adopt a true team-based approach that enhances the experience for everyone involved.
Two of their core values, Creating the Ultimate Client Experience and Respecting the Family, speak volumes. And “family” includes clients, team members, and loved ones at home. The fact that they care so deeply—and live these values so consistently—sets a benchmark few in the industry reach.
Thank you for pouring into other advisors and creating a positive ripple effect felt nationwide. If I were a client or prospective client, I would feel safe, supported, and confident knowing you were part of my retirement team—my financial family. – Interlinc Financial
REVIEW #5 – My wife and I met with Brad Allen of Drake and Associates after being unhappy with our current Financial Advisor with a different firm who never stayed in touch with us or offered us any ideas.
We completed the steps of Drakes “Retirement Ready Roadmap” with Brad, and we put together a “Plan” which included identifying our risk tolerance factor, creating a “Safe Bucket”, doing a Roth Conversion and managing our investments.
In addition, we took advantage of all the resources that Drake and Associates made available to us!
• We met with their health insurance contact, who helped us
get our health insurance in place.
• We met with their Estate Planning Attorney, who helped us
create our Personal Estate Planning Portfolio.
• We met with their Accounting / Tax firm contact, who
prepared our personal tax returns for us.
Having all these resources available, really made tackling these important actions a breeze.
In summary, we feel that Drake and Associates has helped guide us every step of the way, and we have a high confidence level in their professional ability to manage our finances. – ROGER Lochowitz
BUSINESS NAME HERE
ADDRESS:
NUMBER:
DESCRIPTION FROM BUSINESS:
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 – These guys are super knowledgeable and will help personalize a long term financial plan based on your unique needs. – Nicholas Matula
REVIEW #2 – Flexible, personable people who really get to know you and help develop a plan from there. Highly recommend. – Spencer Oftedahl
REVIEW #3 – I found Merritt Wealth Advisors to be genuine and sincere. They are knowledgeable and excellent communicators. They delivered a personalized plan based on my needs and I couldn’t be happier with the results. Helps one to feel incredibly confident in an area that is outside their comfort zone. – Adam Sklenar
REVIEW #4 – Joel and Peter Merritt at Merritt Wealth & Retirement Advisors, Inc. are absolute rockstars! Their expertise, genuine care, and outstanding client service truly set them apart. Working alongside them, I’ve consistently seen how they go above and beyond to provide personalized and strategic financial guidance, helping clients navigate their financial futures with ease and confidence. If you’re looking for advisors who not only understand your goals but genuinely invest in your success, Merritt Wealth is hands down your best choice. Grateful to have such amazing referral partners—thanks Joel and Peter for being outstanding at what you do! – Manley Haines
REVIEW #5 – Getting older comes with its share of changes, adjustments, and unexpected turns. During our younger working years, it’s easy to have a certain level of confidence that if we work hard, make good decisions, and trust the system, everything will eventually work out. And for a time, that may be enough.
But as seasons of life change, having the right people beside you to help navigate those changes becomes incredibly important, not just for you, but for the people you love.
I cannot thank the team at Merritt Wealth enough, especially Joel and Peter, for the care, understanding, and guidance they have provided to my parents. They have helped them navigate some of the challenges that can come with these changing seasons of life with patience and genuine concern for their well-being.
What initially felt daunting, scary, and like an overwhelming amount of work has, in a relatively short amount of time, transformed into something very different: clarity, confidence, and a sense of security that had been missing.
That peace of mind is incredibly valuable, not just for my parents, but for our entire family.
I am incredibly grateful to Joel, Peter, and the entire Merritt Wealth team for helping my parents feel like they have a plan, people they can trust, and a much clearer path forward. I would wholeheartedly recommend them to anyone looking for thoughtful, trustworthy guidance through the changing seasons of life. – Emily Feagles
Edelman Financial Engines
ADDRESS: N16W23217 Stone Ridge Dr Suite 100, Waukesha, WI 53188, United States
NUMBER: +1 262-459-0077
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Defined Contribution Plans, Individual Investment Advice, Integrated Financial Planning, Investment Strategy, Personal Finances, Retirement Income Managing, Retirement Income Solution, Retirement Planning, Retirement Review, Small Business Retirement, Social Security Retirement
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 – Jim Collicott has been amazing when it comes to my financial situations! He is always ready and eager to help, and even though I feel I am intruding on his time, he doesn’t feel that way at all. He is very nice and extremely knowledgeable. I highly recommend him and Edelman Financial Engines! – Sandy Cooley
REVIEW #2 – Jim and Becky are the best! He and Becky have always been available with whatever questions or services needed at the time. Jim is always professional, personable and very good at his financial advice. – Ruth Groh
REVIEW #3 – Friendly, Respectful, Allways there for you. Always willing to meet with you and answer your questions. Prefers phone conversations, as texting is not sufficiently personal enough for Craig Mottl. (My advisor). Will ask that you meet with him twice each year to discuss changes in your status or situation.
Craig and his associates have Fiduciary status. – Dan Prindivlle
REVIEW #4 – Jim has been the Best advisor, that I have experienced in my 42 years of wealth building, through several 401k companies in past businesses that didn’t perform well. Jim Collicott has exceeded all my expectations, after 6 years into retirement and converting to an IRA .Jim has been spot on with his growth analysis and direction with my account. making my wife and I feel very comfortable with where we are in our IRA choice of Jim and his associate Becky with Edlemam financial Engine’s.
When I first came to Edlemam I wasn’t sure I could trust anyone with my life savings.
Jim has won over our trust in him and the great team at Edlemam Financial Engine’s. Top notch people who know how to treat you as a person, with your best interests in mind.
For me it’s a no brainer ,My first choice all the way – Steven Blaser
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
