2 Best Gold IRA Investment Companies Near Me in Roseland, NJ – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Empowered Retirement, Inc.
ADDRESS: 101 Eisenhower Pkwy #300, Roseland, NJ 07068, United States
NUMBER: +1 973-709-2244
DESCRIPTION FROM BUSINESS: Empowered Retirement is an independent, fee-only fiduciary financial planning firm based in Roseland, NJ. We specialize in retirement income planning, tax-efficient withdrawal strategies, Roth conversion planning, and Social Security optimization. We work with individuals and families throughout Essex County and Northern New Jersey to help them retire with clarity, confidence, and a long-term financial strategy tailored to their goals. Empowered Retirement is not affiliated with Empower, the national 401(k) provider.
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 – Empowered Retirement/Asta has been handling my investment accounts since June 2023 and I am quite pleased with working with her. She offers sound advice and strategies. She is an enrolled agent(EA) with the IRS and has tax savvy investment advice. I also like the fact that she is an independent fiduciary and thereby does not offer biased information based on what her firm wants to her to push. Asta’s fees are reasonable and she has a very pleasant disposition and great personality.
Highly recommended! – Mark S
REVIEW #2 – We’ve been with Empowered Retirement, Inc. for over 10 years and are extremely happy with their asset management services. Asta provides valuable insight into how to best manage our portfolio, is responsive despite us living in a different state, and has capably grown our investments. Highly recommend Empowered Retirement, Inc.! – Melissa Kelley
REVIEW #3 – I have been working with Asta for a few years and it has been a great experience. She explains things, gives advice where she can and has helped me prioritize things for the future. As a single mom of 2, she has helped me budget to keep things on track for my boys as well as set up a plan for their future the best way possible considering my situation. Working with Empowered Retirement has given me peace of mind. – Maria Cucciniello Falzo
REVIEW #4 – It is with great pleasure that I am highly recommending Empowered Retirement to others. I have been doing business with Empowered Retirement for over 10 years. They have always been able to deliver excellent service. They managed my retirement accounts the entire time, giving me great returns. In addition to one-on-one full service they also provide education & training. I highly recommend Empowered Retirement. – Michael Wagner
REVIEW #5 – Empowered Retirement has been our financial advisor for ten years. We continue to be extremely satisfied with the services provided and with the management and performance of our investment portfolio. The president of Empowered Retirement, Asta Sanders, is very knowledgeable of the many investment vehicles available and she is always available to answer any questions or discuss investment options.
For anyone in or approaching retirement, we would highly endorse Empowered Retirement, Inc. – Lawrence Ross
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Beacon Pointe Advisors
ADDRESS: 103 Eisenhower Pkwy, Roseland, NJ 07068, United States
NUMBER: +1 973-496-8611
DESCRIPTION FROM BUSINESS: At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life’s pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. While we excel in wealth management and retirement planning – the true distinction that sets us apart is our team of empathetic professionals with the proficiency to navigate your significant financial milestones…
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 – We switched our financial advisors to Reed Finney and Justin Poplawski during the pandemic to get a fresh start, and boy are we ever glad that we did. Reed and Justin made us realize the difference between our previous meh advisors and working with a team that is proactive with our investments, that update us quarterly on ways to grow our porfolio (and grow it has), and explain things in ways that non-finance people can understand. They are patient and personable, and very flexible with their hours — which we really appreciate because of our own demanding schedules. It sounds cliche, but they really do listen to what our financial and retirement goals are and we feel very secure in our plan for the future. Thank you Reed, Justin and the Beacon Pointe team! – Ord Sarabanchong
REVIEW #2 – We were referred to Reed Finney and his team of financial advisors many years ago. Beacon Pointe assists with every aspect of financial planning from investing in the right funds based upon your needs and goals to the entire retirement planning process as well as how those decisions impact your taxes. Reed and his team are very professional, efficient and knowledgable. I highly recommend them! – Mary Ann Brulato
REVIEW #3 – Transferring my investments to Beacon Pointe three years ago proved to be one of the best decisions I’ve ever made. My portfolio is managed by a team of exceptional investment professionals and is now tailored to meet my specific needs.
Reed Finney’s team, in particular Justin Poplawski and Andrew Bello are always available to provide assistance. Their knowledge and expertise, coupled with a broad range of services, are first-rate. In addition to delivering excellent investment performance, they also provide, among other things, solid tax and estate planning, guidance on healthcare options, proactive relationship management, and a genuine concern for my needs.
Their dedication and personal attention are much appreciated. Should have made this move sooner! – Mary Rose Cascaes
REVIEW #4 – I’ve worked with Reed Finney and his team for more than 25 years. They are always very professional and courteous. Reed and his team are patient and very helpful to me in addressing my questions or concerns. They are great to work with. – Regina Gyves
REVIEW #5 – I won’t – Brandi Massman
REVIEW #6 – We have had Reed and his team help us with financial planning for the past 30 years.
We have nothing but positive thing to say about Reed. He has guided us in all aspects of financial planning and done so successfully. I have personally recommended Reed to several of my friends. His clear guidance, and explanation of terms is a breath of fresh air. He is always available for phone consults on a short notice. We have strongly encouraged our children to continue with Reed and his team to plan their financial future. – Alok
REVIEW #7 – We’ve been with Beacon Pointe for close to 25 years and have been extremely satisfied with the service, knowledge and returns they’ve provided us over the years. Reed, Justin and the team are the best! Always willing to help and always a phone call away! – Lynne Buongiorno
REVIEW #8 – We’ve been working with this team for several years, and I am not only satisfied with the financial results they have achieved for our portfolio but also thankful for the relationship with Justin and his willingness to understand the complex dynamics of my situation. He and his team are extremely responsive, and I feel supported in more ways than just financial. They take a holistic approach that includes estate planning and mental well-being, which provides access to attorneys and life coaches. This team is fantastic! – Susan Lodge
REVIEW #9 – We have been with Beacon Pointe for over 25 years and have been beyond satisfied with the service, knowledge and expertise that they have provided us over the years. Reed, Justin and the team are the best! Kind, knowledgeable, easy to talk to. Highly recommend!! – Angela Paredes
REVIEW #10 – Beacon Pointe Advisors are fantastic, highly skilled and extremely professional. They have handled my account for years to great success. Beacon Point is a highly accredited and nationally recognized wealth manager. The team that handles my account treats me as though my account is their highest priority. Highly recommend them to anyone. – Byron Elliott
REVIEW #11 – I started working with Reed and his team for 10 years and it was my best decision I’ve made he has always done well for me in good times and bad i would recommend him to anyone – Rick Sifre
REVIEW #12 – Reed and team offer unmatched customer service, a disciplined approach to wealth accumulation, and a holistic view of personal financial management. We’ve been clients for 30 years …. through raising our kids, saving for college, retirement savings, etc.. Reed and team are ALWAYS available, respond quickly to questions and are an absolute pleasure to deal with. I trust the team completely, and I am fully confident that they put our interests first. We Simply can’t recommend the team strongly enough !! – ANDREW GYVES
REVIEW #13 – I have had the unique pleasure of working with Mr. Reed Finney for over 30 years. He has always exemplified professionalism and courtesy while managing my financial needs. Since moving to Beacon Pointe, he has continued this excellence. By him choosing Beacon Pointe, he tells me that this is a exemplary financial institution to be associated with, and they are lucky to have him and his team. – Jonathan Archer
REVIEW #14 – I’ve been working with Reed and his team for years, and I truly couldn’t ask for a better financial advisor. From the very beginning, they took the time to understand my financial goals, lifestyle, and concerns. Their approach is always professional, transparent, and deeply knowledgeable.
What I appreciate most is their ability to explain complex financial strategies in a way that makes sense to me. Whether it’s retirement planning, investment decisions, or adjusting for life’s unexpected events, Reed and his team have consistently provided clear guidance and sound advice.
Reed, Andrew and Melissa are also incredibly responsive—always available to answer questions and proactive about reaching out with updates or opportunities. I’ve seen real growth and stability in my financial picture since we started working together, and I have full confidence in the path we’re on.
If you’re looking for someone who combines expertise with genuine care and integrity, I highly recommend Reed and his entire team. They’ve made a meaningful difference in my financial life, and I’m grateful for their ongoing support. – lance kovar
REVIEW #15 – I have been working with Reed and his team for a few decades, and the experience has been outstanding from the very beginning. Reed has guided me through both investment management and retirement planning with a level of expertise and care that truly sets him apart.
What stands out most is his trustworthiness and consistent, proactive communication. Whether it’s a market update, a strategic adjustment, or simply checking in to ensure our goals remain aligned, Reed and his team are always one step ahead. They’ve made complex decisions feel manageable and have delivered great results over the years. The key word here is “Trust”.
Reed is the kind of advisor who takes the time to understand what matters most to you—not just financially, but personally—and builds a plan around that. I have complete confidence in his advice and deeply value the partnership and friendship we’ve built.
I highly recommend Reed and his team to anyone looking for a steady, knowledgeable and most importantly trustworthy team of advisors. – Frank Porfido
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