2 Best Gold IRA Investment Companies Near Me in Altoona, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Beck, Smithbower, Ickes Financial, LLC.
ADDRESS: 350 Lakemont Park Blvd, Altoona, PA 16602, United States
NUMBER: +1 814-201-2320
SERVICES: Advisory Services, Comprehensive Financial Planning, Corporate Retirement Plans, Customized Financial Plan, Customized Financial Strategy, Dedicated Financial Advisor, Employer Retirement Plan,,Estate Planning Strategies,, Financial Planning And Retirement Planning, Investment Fiduciary, Investment Strategies, Pension Plan, Retirement Income Strategies, Retirement Plan Distribution, Retirement Savings Plan
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with Jesse at Beck, Smithbower, Ickes Financial for several years now and I have always been pleased with my experience. He is responsive, helpful and transparent. I am self employed so planning for retirement and preparing for taxes is important to me and Jesse always provides input, support and guidance to help set my future up for financial success. – Jocelyn Wolf
REVIEW #2 – Jesse Ickes represents his firm with confidence and facts that make him an excellent fiduciary agent for my particular interests – Anne Saclaro
REVIEW #3 – These guys know what they are talking about! Very informative information! – Steve Hudson
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Luchini Financial
ADDRESS: 311A E Pleasant Valley Blvd, Altoona, PA 16602, United States
NUMBER: +1 814-201-2484
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Diversified Portfolios, Financial Planning And Investment Management,, Financial Plans, Investment Advisory Services, Investment Management, Planning And Investing, Portfolio Management, Savings Accounts
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 – I cannot say enough about the support, expertise, and thoughtfulness Rick provided throughout our time working with him.
Rick was our first true experience working with a financial advisor. After getting married, buying a house, and expecting a child all within two years of each other, we thought it was time to get serious about our finances. We knew we didn’t have a lot to work through but Rick made us feel like we were the most important client every time had a scheduled meeting and was more than willing to jump on last-minute calls as we were setting up the invest options he provided.
Rick gave us straight forward direction on how to structure our finances, pay off debt, and smartly invest our savings. I cannot thank Rick enough. Having the piece of mind that our finances are in order before our daughter arrives is such a load off the mind, and Rick is to thank for that. – Jimi Werner
REVIEW #2 – Overall great experience from start to finish. Our family has been working on and off with Rick at Luchini Financial for the past few years and we are so thankful we did. If you need any type of financial support with your current life situation, or just planning for your future, Luchini Financial is the place to go. – TJ Breindel
REVIEW #3 – Working with Rick is a true pleasure. He makes financial planning easy (I won’t say fun, but it is less scary). He listens to our goals and challenges, provides clear and easy-to-understand information, and utilizes his expertise to balance the best outcomes for our future while enjoying life now. – Sara Bozich
REVIEW #4 – Luchini Financial was amazing when it came to helping us with our taxes. Rick was helpful, gave us great feedback and everything was done in a timely manner. 11/10 service! – Halee Hutchinson
REVIEW #5 – Rick is very thorough and definitely listens to his clients when they explain what they are looking to do or what concerns they may have getting ready for retirement. Rick goes above and beyond and explains everything at a level I can understand. Highly recommend! – Stacey Adams
REVIEW #6 – Luchini Financial is a fair and honest company that has always answered all my concerns to my satisfaction. Rick is easy to talk to and he listens to me and explains everything he is doing to make my financial situation better. I would recommend Luchini Financial to all my friends. – Bob Jacobs
REVIEW #7 – In the years that Rick has been our financial advisor, he has provided sound insight and wisdom concerning our financial needs in our retirement years. He takes the time to know and understand your personal situation. Rick is trustworthy and keeps up to date with the times and seasons of the economic market. – Paul Fields
REVIEW #8 – Rick at Luchini Financial has completely changed our future financial outlook. My family of four is now set up for short term and long term success. We were in the dark about how and where to allocate our money for ourselves and our kids, but Rick helped us find the right direction. Not only are we set for success, but with the knowledgeable and friendly help of Rick it was a super simple and easy process. – Mike Kunes
REVIEW #9 – I reached out to Rick for help transferring investment funds from a prior employer. He was quick to respond, thorough and detailed in all of his explanations. This made every step simple and stress-free. I would definitely work with him again and highly recommend him to anyone needing financial guidance. – Andrea Haynie
REVIEW #10 – I’ve been working with Luchini Financial for about a year now and have felt very secure in the advice and partnership Rick has shown me. He has helped in many different aspects of my family’s finances…taxes, investing, savings, preparing for future and retirement. I’m very thankful I found Luchini Financial and am confident in my decision to trust my money and my future with Rick. – Tara Wood
REVIEW #11 – Rick has been a huge help insuring success in my wife’s and my retirement. He was able to highlight and correct areas of possible shortcomings. He has also been flexible since we changed our retirement plans when we sold our home and upgraded our 5th wheel to tour the country full time. He has always been accessible, responsive and candid about what plans are possible or might not be advisable. – Jim Furman
REVIEW #12 – I couldn’t be happier with Luchini Financial. Rick and his team care about their clients. They invested in getting to know us, our short- and long-term goals, and have helped us better understand the options/decisions necessary to succeed.
Working with Luchini Financial has positioned us to live our best life now while still preparing for a long and prosperous future. – Andrew Surra
REVIEW #13 – Rick has been a great help with our finances and we have been with him for several years. With my recent retirement and turning 65 soon, Rick has given us many options to think about. I know we can reach out to him anytime with questions or concerns. He is definitely an asset. – Becky Assalone
REVIEW #14 – Luchini financial has been a tremendous help in navigating the change from working to retired. Rick was so knowledgeable about what to do when and so open to hearing how I wanted to spend my retirement. The care and concern I get when discussing present and future needs makes the whole process easy. – Suzanne Furman
REVIEW #15 – Rick is perhaps the most knowledgeable most committed agent I have ever known. I have found him to be very trustworthy as well as responsive to my needs. If you are looking for someone to advise you financially….Rick is your guy….give him a try…..you will have no regrets!!!!! – Diane Williams
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