2 Best Gold IRA Investment Companies Near Me in Jenkintown, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
The Schmerling Group
ADDRESS: 261 Old York Rd #514, Jenkintown, PA 19046, United States
NUMBER: +1 215-517-7550
SERVICES: Accounting And Reporting, Compensation Planning, Comprehensive Financial Planning Employer Sponsored Retirement Plans, Financial Advisors, Insurance Planning. Investment Advisory Services, Investment Investing, Investment Products, Investments, Personal Financial Planning, Retirement Accounts (401k, 403b, Ira), Retirement Income Planning, Retirement Planning
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 – Neil is simply wonderful. He is knowledgeable and extremely patient. I am 81 years old and have hearing problems. Neil worked with me and my wife to obtain all of the details for our Income Tax filing. He reviewed everything patiently and made certain that he had all of our information correctly recorded. He is exceptionally reasonable and makes certain that you are able to fully understand everything he has done. I highly recommend Neil. – Stanton Bubis
REVIEW #2 – Schmerling FInancial helped set up a long-term financial plan for my Mother-in-Law many years ago. Now that she’s retired and pulling from her retirement funds, she’s on very solid footing, thanks largely to their careful planning. Though I’m sure she’s not the largest of their clients, they continue to offer helpful advice to maintain her funds. We liked them so much, my wife and I discussed short-term & long-term financial strategies with them. They’ve also prepared our Federal, State and City Business taxes the last several years. I often felt out of my depth or intimidated when speaking with Financial Advisers in the past, but Neil is extremely knowledgeable, kind, non-judgmental, down-to-earth and practical when discussing our finances. Would highly recommend to anyone. – Brian Gallagher
REVIEW #3 – I’ve known Neil Schmerling since 1979 when he first helped us with our taxes; He is knowledgeable, honest, very down to earth which makes it easy to tell him what is on your mind .I can’t say enough only that your in good hands with Neil. I appreciate all of his efforts to insure my retirement funds did very well. – Jean DiNardi
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Mountain River Financial, LLC
ADDRESS: 563 Pinetree Rd, Jenkintown, PA 19046, United States
NUMBER: +1 267-440-7858
SERVICES: Customized Financial Plans, Discretionary Portfolio Management, Financial Planning And Investment Management, Investment Advisory Services, Registered Investment Advisor, Social Security Planning, Strategic Planning, Wealth Management
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 – We have found Rob to be very value additive. We fall into the camp of people who know generally what we should be doing, but with two busy careers and young kids, struggle with execution and simply having the time to make decisions. Rob is excellent at first preparing a holistic plan and then ensuring that all of its pieces are executed by tracking progress, sending reminders, and ensuring completion. We gain a lot of peace of mind knowing that someone is looking at the bigger picture and ensuring that all the parts of our financial plan are working together and nothing is being overlooked when we invariably get busy. He is extremely detail-oriented and reviewed all of our employment benefits to ensure that my spouse and I were optimizing everything from whose health insurance plan we should be enrolled in to other important details. He reviewed our prior tax returns and identified overpayments that immediately resulted in funds being returned to us. If you are a busy professional and need to outsource this part of your life, Rob is a huge asset. We are very happy working with him. – Patrick Reagin
REVIEW #2 – Working with Rob has been one of the most rewarding and straight forward financial experiences our family has ever had. While financial planning can seem overwhelming and daunting, Rob brings an incredible sense of clarity and direction that makes planning for the future an incredible accessible experience. In the short time we’ve been working together, we’ve been beyond satisfied with Robs direction and guidance. Can’t recommend Mountain River Financial enough for planning for the future. – Hanuman Welch
REVIEW #3 – My husband and I have worked with Rob for a little over a year and greatly appreciate his sober, measured approach to financial planning. We had several retirement accounts strewn about, and we didn’t have a well-constructed financial strategy until we started working with Rob. I am glad to say, a year in, we are in a wholly different (and better) place. Rob is highly responsive and thoughtful, which has been key to building the foundation of a trustful, long-term relationship. – Kylie Jameson
REVIEW #4 – I would recommend Rob and Mountain River Financial to any family or individual looking to get a handle on their financial situation and future planning. My wife and I have been so impressed with the care and personalization he puts into his financial plans, and it is clear that he is not just using a “cookie-cutter” approach. Rob is always responsive to our questions/concerns and makes time to meet with several times a year to get to know us better and to ensure we are on track with our financial goals. – Joseph McNelis
REVIEW #5 – Rob has been wonderful to work with. For someone who is not too comfortable with financial things, he is always patient and willing to help. We’ve established a strong financial plan in working with him, and look forward to continuing the relationship for many years to come. – Brigette Reichart
REVIEW #6 – We found Rob after looking for an unbiased financial advisor (we thought the ones we had before him were trying to sell us a product). He has a unique payment plan which in which his payment is matched with our overall net worth. When we met a couple years ago, our finances were a mess. Rob patiently worked with us to get a financial plan together. He works with us each year to meat our goals. As a bonus, Rob is fellow Dad like me and very relatable. Our net worth has steadily grown under Robs stewardship and I am feel good about my family’s future. – Patrick Gill
REVIEW #7 – Rob is highly organized, responsive, and takes a clear practical approach to portfolio and liquidity management. His long term view fully aligns with our goals and he creates concrete action plans with clear to-dos in order to achieve them. We highly value Rob’s trustworthiness and attention to detail, which makes working with him smooth, enjoyable, and quantifiably productive. – Spencer Shapiro
REVIEW #8 – When my wife and I were researching financial planners about 4 years ago and narrowed our selection, we met with Rob from Mountain River Financial, and connected right away. The decision to hire Mountain River Financial was clear, and we could not imagine where we’d be without Rob’s sage advice and consistent guidance. He cares deeply about doing the best for his clients, their families and setting reachable goals for the future. We could not recommend Rob enough, not only will you get sound financial advice to grow your wealth, but you will also get a new, honest and dependable friend. – Laurence Penn
REVIEW #9 – Rob has been extremely helpful in setting a long term vision and starting our journey to better manage our finances. He balances his ability to making the journey easy to follow and explains everything we need with the information we need. He’s a great communicator and makes the daunting management part less daunting. He listens to us, is reachable whenever we need him and does it all with a smile. My only regret is not reaching out to him sooner! – Max Knee
REVIEW #10 – My wife and I started working with Rob about a year ago and he has been excellent – his process is comprehensive, practical, and he’s upfront that it takes a bit of work to get the foundation set. His fee model is easy to understand, incentives are aligned, and he understands the position of young families who are balancing near term and long term financial goals. Highly recommend and we anticipate working with him for the long haul. – Kevin Mehalick
REVIEW #11 – Working with Rob as a financial advisor has been an excellent experience. I dragged my heels at working with an advisor because in general, I don’t trust the financial services industry and believed I could manage everything myself. As my financial situation changed it was clear that I did need a professional. After interviewing a number of fee-only financial advisors I selected Rob and am very happy I did. Rob approaches financial advising from a research-based perspective. He is extremely well-informed and provides extensive and thoughtful justification for his recommendations. Many of the financial advisors I interviewed almost felt like life coaches with a side of financial advice, which is not at all what I was looking for. Rob is straightforward, to the point, and engages with you about your goals thoughtfully but not in an overly touchy-feely manner. He is also patient and encouraging with my questions and reminds me to do things in a timely fashion. He is very responsive to all communications and his client website is extremely easy to use. All in all, I feel working with Rob was a very wise decision and investment in my future. I’d highly recommend him to anyone looking for financial advising. – Julie Szymczak
REVIEW #12 – Rob Stromberg is a trustworthy, knowledgeable, and customer-focused Financial Advisor. He has helped me and my family establish a sound financial plan that is tailored to our specific goals and objectives. He continuously updates me on how we are tracking towards our plan and makes consultative suggestions based on market and life situations. I highly recommend working with Rob! – Jordan Lichtenberg
REVIEW #13 – Mountain River is the foundation for my family’s success. Rob’s meticulous planning & financial acumen has put us on a clear, defined path to achieving our dreams for our family. We’re approaching five years a client, and look forward to growing that number as high as we can. I could not recommend Mountain River more; Rob’s trustworthiness & intelligence help you seamlessly navigate the world of financial planning. – Christopher Lambert
REVIEW #14 – We have worked with Rob for several years now and we’re very happy with his service. We were looking for someone to help us better understand how much we needed to have saved in retirement, emergency funds, college savings for our young children, what our realistic budget would be for a new home, etc. We find that he does a great job of keeping us informed and answering our questions. We feel very confident in his knowledge and we fully trust his guidance. – Alex Patton
REVIEW #15 – I’ve been working with Rob for just over a year, and I can’t recommend him highly enough. Before choosing Rob, I interviewed several large firms with very cookie-cutter approaches, where I truly felt like just another account to close.
Rob was the complete opposite. He took the time to truly understand my goals and worked with me to build and execute a tailored financial plan. Execution was easy because he provided me with a few prioritized tasks at a time, making the whole process feel manageable and never overwhelming.
Over the last year, I went through several big, unexpected life changes, and Rob was incredibly adaptable. He rolled with the punches and helped me still have a remarkably good year financially. I genuinely feel he is a true partner working in my best interest. If you are looking for a financial advisor who is truly client-focused and effective, Rob is an excellent choice. – Kate Burkhart
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