4 Best Gold IRA Investment Companies Near Me in Wilmington, DE – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
RiversEdge Advisors
ADDRESS: 600 N King St Suite 200, Wilmington, DE 19801, United States
NUMBER: +1 302-573-6864
DESCRIPTION FROM BUSINESS: At RiversEdge Advisors, we provide comprehensive financial advice with a specialization in helping business owners. We center our process around your unique goals and objectives, ensuring that your future is planned so you can spend more time doing what you love. Our team is equipped to provide straightforward strategies for even the most complex questions and concerns. We Offer a Full Range of Financial Planning, Asset Management and Retirement Plan Services.
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 – I’ve been with RiversEdge Advisors for over 10 years and couldn’t be happier. Without me having the knowledge of any financial background, Brian Carney and the team guided me in the right direction with their expertise. They’ve helped me grow my investments and set up a solid retirement plan that has me ready to retire at the end of this year. They’re easy to talk to and explain in great detail to ensure you understand the game plan moving forward. RiversEdge genuinely care about their clients and have me feeling highly confident about my investments heading into the future. Highly recommend! – Neil Kelleher
REVIEW #2 – We have been working with Riversedge for a number of years. The staff has been excellent in guiding us through investments, helping to manage a retirement ( even sitting in on a virtual pension meeting) and helping us to decide what to do and how to handle an inheritance and inherited investments. Everyone is quick to respond and helpful with all questions. – Timothy Murray
REVIEW #3 – We have been with Brian and Riversedge for over 20 years, and I honestly can’t imagine trusting anyone else with our financial future. From day one when we had little to invest, he and his team have treated us like family, always listening, always guiding, and always keeping our best interests at heart.
Over the years, they’ve helped us navigate big life changes, market ups and downs, and long-term planning with so much care and patience. What I appreciate most is their willingness to know our comfort level and their honesty and the peace of mind they’ve given us knowing our investments are well managed. It’s rare to find a team that combines true expertise with genuine kindness, but Riversedge does just that.
I’m so grateful for their partnership and support all these years. If you’re looking for people you can really trust with your financial journey, I can’t recommend them enough. – Kevin Evans
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
Delaware Wealth Planners
ADDRESS: 2301 Pennsylvania Ave, Wilmington, DE 19806, United States
NUMBER: +1 302-246-7332
DESCRIPTION FROM BUSINESS: We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
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 – Placing your financial future in someone else’s hands is never an easy decision, but working with this team made it feel completely comfortable and secure. They are incredibly reliable and trustworthy, and their honesty and transparency truly set them apart. Communication is always clear and timely, and they are consistently available to answer questions or walk through concerns without ever making you feel rushed. Beyond their expertise, they are genuinely wonderful people to work with; professional, approachable, and invested in their clients’ success. I couldn’t recommend them more highly. – Cathy Ford
REVIEW #2 – Delaware Wealth Planners is a great company with great people. I’ve been working with them for a few years now and they consistently go above and beyond expectations. Brent has always been super helpful and offers great advice when needed. Damon and Corrine are also great people to work with. The level of service is incomparable and I wouldn’t ever consider going elsewhere. – Michael Marino
REVIEW #3 – The RV Shop Financial Wellness Program with Delaware Wealth Planners has been incredibly beneficial for my family. Brent was amazing and gave us some creative ways to lessen our financial burden and help safeguard us against the unexpected. His continued assistance and care given to us and our unique situation is priceless. I highly recommend DWPs services to anyone. I cannot thank Brent and the team at DWP enough for their support and guidance. – Steve Comegys
REVIEW #4 – I’ve been a client of DWP for many years, great experience and results. My company The RV Shop participates in the DWP Financial Wellness Program. The program has been game changing for our team members and their families. 5 stars all around! – Fleet Guy
REVIEW #5 – High praise for Brent and Corrine at Delaware Wealth Planners. They did a complete Financial Plan for us 3 years ago and it really made us more comfortable about how our money will work for us during our retirement years. They are always available whenever we have questions about fluctuations in the market. They are both so knowledgeable and we totally trust putting our money in their hands. – ruth jackson
REVIEW #6 – Damon and Brent were recommended to me by my good friend and accountant Robert Powell who has worked with these guys for years. Right from the start they gave me attention and service as if I had millions of dollars to invest. I have been working with them for going on 2 years now and the level of service I get is second to none. I can’t give them enough praise and thanks for all they’ve done for me. They are well educated and know what they are doing and have made this so easy for me. I only wish I got with them 20 years ago. I know that they have my best interest and are helping me be prepared for retirement in the next 20 years. I would recommend Damon and Brent and DWP to anyone and everyone I know. I’m very grateful to have them and I think anyone who does business with them would feel the same way as I do. Thank you guys very much! – Jeff Welch
REVIEW #7 – I’ve been working with Brent at DWP for about two years now, and the experience has been incredible. I’ve always been decent at saving, but I struggled with budgeting and knowing where to invest. Since working with him, I’ve been able to purchase my first home and, more importantly, I now have a much clearer understanding of where I’m headed financially—especially when it comes to retirement.
Starting this process right after turning 27 has made me feel so much more in control of my future. For the first time, I feel confident that I’ll have a real chance at achieving financial freedom later in life. Brent has been patient, knowledgeable, and supportive every step of the way—I can’t recommend him and DWP enough. – Robert Sakers
Blue Rock Financial Group – Financial Planning
ADDRESS: 112 French St Suite 105A, Wilmington, DE 19801, United States
NUMBER: +1 302-752-6637
DESCRIPTION FROM BUSINESS: Blue Rock Financial Group is a financial services firm offering a fee-based platform which provides comprehensive financial advice and services to individuals and business owners. Our Financial Planning Process is centered around our client’s unique goals and objectives…
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Blue Rock has been our financial advisors for over 10 years. They helped us make great choices in investing our money wisely for retirement. They developed annual action plans allowing us to retire right on schedule. Todd and James are experienced professionals that explain everything they are doing in detail. They made us feel confident we were on the right track. Even after retirement, they continue to watch over our portfolios and advise us on investments, allocations and disbursements. They certainly deserve my 5 star rating! – Doug Nixon
REVIEW #2 – James at Blue Rock Financial is exceptional! His deep knowledge, professionalism, and personalized approach truly set him apart. James took the time to understand my financial goals and created a tailored plan that gave me confidence in my financial future. His communication is clear, and he’s always available to answer questions or provide guidance. If you’re looking for a financial advisor who genuinely cares about your success, James is the one. Highly recommend! – John Krawczyk
REVIEW #3 – I am thrilled to have James Whalen as my financial advisor. He is so patient with me at the age of 78, knowledgeable and comfortable to work with. I would pick 10 Stars if that was doable. He is a great asset to the Blue Rock Financial Group and I hope I will never lose him as my financial advisor. – Margaret Hinton
REVIEW #4 – James Whalen, Todd Roselle, and the Blue Rock Financial team have been my trusted financial advisors for both personal and business matters over the past 10 years. Their professionalism, expertise, and exceptional service consistently exceed expectations. I highly recommend their services to anyone seeking top-tier financial guidance and support. – Trevor Ennis
REVIEW #5 – My wife and I have been with Blue Rock Financial Group since the beginning. We had used other financial planning services in the past, and we can say without a doubt that Blue Rock differentiates themselves. They bring deep experience and a passion for results into a completely client-focused model. It begins and ends with our goals as a client. The Blue Rock team has been with us through all the ups and downs over the years. You cannot avoid change and uncertainty, but when you have a team of experts passionately focused on helping you to achieve your goals, you can navigate through it all with confidence. – Keith Ragan
Covenant Wealth Strategies
ADDRESS: 15 Middleton Dr, Wilmington, DE 19808, United States
NUMBER: +1 302-234-5655
DESCRIPTION FROM BUSINESS: Covenant offers comprehensive financial planning and investment strategies. We work with our clients to guide them in making informed financial decisions to positively impact their lives and the world in which they live. Covenant works with a variety of clients from different backgrounds including families, individuals, business owners, pre-retirees and retirees…
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 – The Covenant Wealth Strategy team not only cares about you and your future financial goals, they show up in care for the well being of our family. They walk the walk and live out the vision and mission Covenant stands for. It’s been 5 years since meeting them and started doing business with them. I wish I started 30 years ago. Well done Ward and the team. – Rob Fogel
REVIEW #2 – The Covenant team has been phenomenal.
It gives me great comfort knowing that the hard work I put into providing for my family in my own career is matched by the care and guidance Covenant has put into helping me plan for my family’s future.
Simply put, I have trusted Covenant wholeheartedly and they have exceeded my expectations, both in the outstanding moral character they have displayed and in their performance as financial advisors. – Matthew B
REVIEW #3 – Covenant has been a huge asset to my family since joining with them. They are not simply a money manager, but a full financial planning firm. Their analysis of our expenses, insurance coverages, legal documents, etc. was integral in building out a tangible plan for our financial future. We work directly with Bill Lloyd on their team, who is knowledgeable, informative and very transparent. Their whole team is prompt to reply and assist however they can. I could not give a higher recommendation, and will not put my money anywhere else!! – Kyle Sutera
REVIEW #4 – My husband and I first met with Ward and Dan at Covenant Wealth Strategies in July 2021. We were looking for financial guidance as we approach retirement age and have gotten so much more!
Each team member at Covenant is responsive, professional and caring. It is so nice to call and have someone you truly know answer the phone.
Covenant takes a holistic approach to advising meaning they ask all the right questions regarding your family, priorities, goals and then give easy to understand, personalized steps to meet those goals.
When needed, they have referred us to other professionals they have built trusted relationships with for estate documents and tax advise.
Not only has this experience given us peace of mind and encouraged us in our future plans, but we are better informed to have important financial conversations with our kids.
I would highly recommend calling and starting a conversation with Covenant, no matter where you are in your journey. – Karen B
REVIEW #5 – Tom and I are very much at peace to have Ward Keever and his team at the Covenant wealth strategies take charge of our financial planning. Our first official meeting with Ward and Kyle gave us total comfort and confidence in knowing that the Covenant team was fully equipped and knowledgeable to skillfully guide us in our personal finance management decisions.
Our meetings with Kyle Banal every week have been extremely productive, informative and meaningful in every way. Kyle has always been incredibly organized and well prepared to take us through each step with helpful insights and wise counsel to achieve the goals for that day. He cares enough to send us a detailed email of the discussions, decisions and accomplishments of the day along with the goals for the next meeting. Our experience with Kyle has helped us tremendously to navigate ourselves through this transition smoothly.
We look forward to our journey with Covenant wealth strategies’ professional team to have our retirement spent in a structured and orderly manner.
We highly recommend Covenant wealth strategies. The service that they provide is phenomenal and the team will meet you where you are and begin this journey with you! – Sheela George
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
