2 Best Gold IRA Investment Companies Near Me in New Castle, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Capital A Financial & Insurance Associates
ADDRESS: 312 N Jefferson St, New Castle, PA 16101, United States
NUMBER: +1 724-658-4211
SERVICES: Advisory Services, Investment Advisory Services and Retirement Strategies
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 – Dave and Joel made my process super easy, and intriguing. They answered all of my stupid questions and made me feel at ease. They carry a teacher like atmosphere, instead of a salesman-like approach. I recommend this company, and their philosophy to anyone looking at advisors. Well done! – Seth Ross
REVIEW #2 – I was looking for an advisor who took the time to find out where I want to be in my future. I found exactly what I was looking for with Capital A! They took the time to meet with me to develop a customized financial plan that is perfect for me and my family! If I could give more than 5 stars I would! All around great experience! – Joseph Ambrosini
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Capital A Wealth Management
ADDRESS: 2656 Ellwood Rd Ste 114, New Castle, PA 16101, United States
NUMBER: +1 724-658-4211
SERVICES: Insurance annuity investment advisement, Tax planning, Wealth management, Asset Protection Strategies, Chartered Retirement Planning Counselor, Estate Planning, Financial Planning For Retirement, Financial Strategy, Investment Advisory, Investment Planning, Investment Strategies, Investment Strategy, Ira Legacy Planning, Registered Investment Adviser, Retirement Financial Advisor, Retirement Income Distribution Strategies
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can honestly say that i have never felt more comfortable anywhere as i do at this office. Dave and Joe are so knowledgeable, patient and kind. Nancy is a gem! Always so friendly. I recommend all of them for any financial need you may have. I completely trust all of staff. – Lisa Mangino
REVIEW #2 – Capital wealth Management team is well respected in our community. They are transparent in all areas of investment. They treat you like family, show respect for your opinions and always have you, the customer, first on their list. Highly intelligent, innovative and setting goals in the right direction. Thank you for your knowledge! – B
REVIEW #3 – From the very start of when we went in to transfer our accounts the whole team was excellent to make sure it was done properly and to the way we were happy to grow our retirement account . Thank you Capital A for the great service. – Jay Harrison
REVIEW #4 – Every one is extremely helpful and knowledgeable of the services provided. I have always been very pleased every time I have had to call them and always satisfied – Karen Johngrass
REVIEW #5 – I worked with David and his son Brandon very knowledgeable and very good with giving me all the information I needed for my investment needs!! First class operation! – Vito Yeropoli
REVIEW #6 – Nick was very professional, efficient and friendly. Took care of all my financial needs. Would highly recommend. – Deborah Welsh
REVIEW #7 – I have just started with Capital A with the passing of my mother. I feel bad because I am always asking Brett questions because this is all new to me, but he has just made this process easier as I learn and I really appreciate everything he has helped with. – Leslie Kapis
REVIEW #8 – When I was going to retire a friend told me to go to Capital A. I’m so glad he did. They have been nothing but wonderful to me. They have so much knowledge about the business…from Father to Son and all the way down. Thanks Capital A for taking care of me and my Daughter! – tina izzo
REVIEW #9 – We’ve had a great experience with Capital A. Their service is top-notch, and it’s reassuring to know they have an office close to home. Communication has always been clear and consistent—they keep us informed about what’s going on and ensure we understand our options. We believe their investment strategy is solid, and they genuinely seem to have our best interests at heart. It’s a relief to work with a team we can trust. Highly recommend! – Tim Tomko
REVIEW #10 – David, Brandon, Michael and the entire Capital A team are by far above the best! Their expertise and knowledge of all financial markets are a tribute to their commitment to providing every client with a customized plan for a path to financial success! An extreme pleasure to deal with! – Tom DeAngelo
REVIEW #11 – The most trustworthy company I have ever worked with they truly care about you. Lindsay Frabotta is great – Gloria Smith
REVIEW #12 – The Capital A team, treats us as if they have know us all our lives. They are very friendly and down to earth people. We are so glad we took the chance and attended a seminar – dave Hall
REVIEW #13 – David and his team are amazing. Couldn’t be happier with all of the services that Capital A Wealth Management provides. Great service, support, advice and attention. Very satisfied customers! – Paula Joseph
REVIEW #14 – David goes above and beyond to help you make informative decisions. Helpful, kind and honest. Staff works together well. – Denise Ginocchi
REVIEW #15 – The staff a Capital A have proven time & time again that they have my best interest in mind, I trust and truly appreciate them all. – John Petro
REVIEW #16 – Service was exceptional. Nick was very helpful with all information needed for us to have an easy transition to Capital A. Excellent customer service. – Angela Tomko
REVIEW #17 – Capital A staff and especially Dave Dominick Sr. are the most helpful and accommodating. They are so knowledgeable and are like family. So happy to have them. – Paula Keane
REVIEW #18 – Going into our retirement years we needed someone who understood our needs and goals.So by a referral we met with Dave Sr and we new at the first meeting that Dave and his family where the people that we needed to lead us financially into our retirement years. We are grateful for our choice and look forward to continue our relationship.And by the way our returns have been phenomenal. – Richard Kennedy
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