4 Best Gold IRA Investment Companies Near Me in Winston Salem, NC – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Ebert Financial
ADDRESS: 100 Club Oaks Ct Ste B, Winston-Salem, NC 27104, United States
NUMBER: +1 336-701-5555
SERVICES: Advisory Services, Brokerage Services, Estate Planning, Estate Preservation, Fiduciary Advisor, Financial Advisors, Financial Planning Programs, Individual Retirement Accounts, Retirement Education, Retirement Income Strategies, Retirement Plan Advisor, Retirement Plan Consulting, Retirement Programs, Retirement Solutions, Savings And Investments, Tax Reduction Strategies
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ebert Financial has been of great assistance to me both before and after my husband passed away. Their knowledge and expertise has helped me navigate a sometimes complicated financial landscape to create a plan tailored to my needs. I can never thank them enough for their assistance during a stressful time in my life. I consider the firm as family as much as business associates. – Christina Takacs
REVIEW #2 – Paul and Tim are always available and anxious to secure a safe and profitable investment portfolio for me. They explain the investing decisions I make so I am comfortable with my strategies. I am grateful to have this caring and capable firm handling my future. Right now I am retired and find myself not worrying about anything other than how to enjoy myself! Happy camper here!! – Carol Ann Ray
REVIEW #3 – My husband and I have worked with Ebert Financial for years now and I have nothing but wonderful things to say about them. They’re very knowledgeable, always willing to answer any questions. They also do a great job of checking in with us and making sure we’re on track to meet our financial goals. – Laura Morillo
REVIEW #4 – My family and I have been using Ebert Financial for many years. This is a first class company. We have received top notch service and communication throughout the years. I highly recommend! – Robert Shelton
REVIEW #5 – I have worked with Ebert Financial for over 20 years. They are reliable, and I have always been happy with their service. – German Morillo
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Horizon Financial Services, LLC
ADDRESS: 3880 Vest Mill Rd #100, Winston-Salem, NC 27103, United States
NUMBER: +1 336-659-7060
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Asset Allocation, Asset Management, Financial Planning Process, Financial Planning Strategies, Registered Investment Advisor, Retirement & Income Planning, Retirement Accounts, Retirement Planning, Roth Conversions, Retirement Planning Strategies
OFFICE 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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I cannot day enough good things about John and his whole team at Horizon Financial. I recently lost my job, but knowing that my money and future retirement goals were in good hands with John gave me a peace of mind that allowed me to take the time I need to find the right job for me. John has been handing the portfolios for multiple people in our family for years and all have seen incredible gains. He and his team are extremely responsive. No question is too small, even for someone who isn’t very investment savvy (that’s me!). We have learned so much from him and developed a sense of comfort & confidence knowing that our financial future is taken care of with his help. Thank you John and team for all your hard work! – Kara Schlageter
REVIEW #2 – Horizons Financial has been an outstanding financial advisory firm for me – knowledgeable, transparent, and easy to talk to. They take the time to explain my options in plain language, listen to my goals and check in regularly so I always feel confident about my financial plan. I truly trust their guidance and would happily recommend them to friends and family. – cathy Bradford
REVIEW #3 – John and his team are experts. He provides specific options & information to support our financial goals. His expertise was demonstrated during recent conference calls that we completed with other financial services companies very efficiently. I have relied on John’s team to take care of the details for several years with excellent results. – Cynthia Cashwell
REVIEW #4 – I can’t say enough good things about John and his team. They are very knowledgeable in navigating one through financial decisions, making those decisions not so overwhelming to understand. I feel more secure and confident about my financial future thanks to their expertise. I would highly recommend! – Karen Angell
REVIEW #5 – My parents used John as their advisor for many many years in retirement and up until they both had passed John has since managed what I inherited as well as my own 401(k)’s and has done a wonderful job. This place is super professional, very transparent and available for any questions.! – Clare Salkin
Resolved Financial
ADDRESS: 155 Sunnynoll Ct Ste 101, Winston-Salem, NC 27106, United States
NUMBER: +1 336-245-8626
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Advisor, Investment Portfolio Management, Retirement Income, Retirement Income Planning Strategies
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Ben, Tyler & Zach are a great team. They listen, they care, and they will help you make the most of what you worked and saved for… the financial plan for our retirement gave us a realistic plan as to how to handle our finances and how retirement could happen much sooner than we thought. From a background perspective I worked in financial services for 17 years and at an accounting firm 6 years. – Maria Fitton
REVIEW #2 – I cannot overstate the impact that working with Ben at Dixon and Company has had on my life. From the beginning, Ben was nonjudgmental and created space for me to be honest about the many things I didn’t know and understand about my finances and over the year that we have worked together he has taught me so much without ever talking over my head or making me feel overwhelmed. Money used to be a constant worry and a part of my life that I avoided dealing with but working with Ben has turned that around entirely. Wholeheartedly recommend! – Jessica Guyer
REVIEW #3 – I’ve been working with Ben for a year now. And wow, my financial planning, preparedness, knowledge and growth have expanded greatly! I have several accounts working more efficiently in my favor as I work towards retirement. I’ve been able to save 20% down for my home buying this year. I did that in one year – unbelievable! And most importantly, I’ve learned so much. Ben met where I’m at (aka newbie) helping me understand investing, stocks, mutual funds, and navigating the current climate. I’m honored to be a client of Ben’s and Dixon Wealth Management! – Debbie Schallock
REVIEW #4 – I’ve been working with Ben at Dixon wealth Management for over a year. I am doing my second round of financial counseling. It’s $200 bucks each time but I am so grateful for our monthly sessions. Having someone help me get a budget started, taking me through investments, and being an accountability partner as I work towards getting this debt under control. For me Ben’s approach is so fun and also supportive. Thanks to Dixon Wealth Management! – AP G
REVIEW #5 – My husband and I came to Ben at a time when our family was in financial crisis. So many things were happening all at once and we desperately needed help figuring out our finances.
Ben was incredibly helpful. He was kind, patient, and understanding. We were going through some exceedingly difficult moments that we didn’t necessarily want to share with anyone outside of our family. Ben made us feel comfortable and allowed us the space to work through the issues we faced by both guiding us where we needed it, and stepping back to give us the autonomy that was necessary to gain control over our money situation.
He created framework through debt management, budgeting, cost analysis, and forecasting. This gave us a clear picture of where each dollar was going, our spending trends, how to pay down our debt, and a process for weighing the pros and cons of making a big purchase. Ben also took the time with both my husband and I to identify individual habits and feelings toward money, as well as figure out roles in managing our household bills, spending, giving and saving. All of the time and effort he put into us gave us a clear path in getting out of crisis mode and working our way to financial stability. It relieved so much fear, anxiety, and tension within our family.
It’s worth mentioning that in the course of ten or so years, I have reached out to a few different financial planners for help. All of their answers were the same; come back when you have wealth to manage. Ben was the only one who was willing to give us foundational knowledge, framework, and education. We are now about 6 months out from our point of crisis and in a much better place financially. Our mindset and attitude about money has shifted as well. As we start looking towards making future investments, we plan on involving Ben every step of the way.
If you think you cannot afford financial planning services, try to reframe that thought. If you are struggling with money management, most likely, you can’t afford not to hire help. I am so happy we decided to hire Ben and I wish we had met him sooner. He quite literally changed the course of our lives. My husband and I are grateful for his services. – Ashley Saylor
THREE Magnolias Financial Advisors
ADDRESS: 110 Oakwood Dr #480, Winston-Salem, NC 27103, United States
NUMBER: +1 336-701-1600
SERVICES: Estate Planning, Finance Education, Financial Advisor, Financial Planning Investments, Financial Planning Resources, Investment Advisors, Investment Analysis, Investment Strategies, Personal Finance, Personal Investments, Retirement Financial Planning, Retirement Social Security
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 have been working with Jennifer Johnson and her team at Three Magnolias Financial Advisors for a little over 5 years. I have been extremely pleased with the level of service and advice that I have been given. Not only is Jennifer very intelligent and knowledgeable in the field, she is a lovely personality with a calm and reassuring demeanor. If you are looking to start investing or are a long time investor and want to work with an exceptional team, I highly recommend Jennifer and Three Magnolias. – Tim Adams
REVIEW #2 – Absolutely amazing service. Been with them for years and never once have I regretted my decision. They make it personable not just business and work with you on any ideas you have as well as give great advice on subjects I know little on. – Tanner Martin
REVIEW #3 – Three Magnolias Financial Advisors has provided me with exceptional service, expert financial guidance, and outstanding customer care. Advisor brought all documents to me that needed to be completed to transition my financial needs to them. Their team is professional, trustworthy, and dedicated to helping clients succeed. I highly recommend them to anyone seeking reliable financial planning and investment advice. – Penny Childress
REVIEW #4 – My wife and I would like to take the time to thank Jennifer Johnson for introducing us to Donor Assisted Funds. It will prove to be an enormous benefit to us in saving time and managing our charitable contributions.
We have worked with Jennifer for over 14 years now, and over that time we have maintained a healthy monthly income and our investment portfolio has continued to increase in value over the years.
She has been an excellent and forthright advisor and very fair with our fees. Linda and I both highly recommend Jennifer to manage your investment accounts. – David Blackburn
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