2 Best Gold IRA Investment Companies Near Me in Zelienople, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Vance Neal Financial Services
ADDRESS: 202 N Main St, Zelienople, PA 16063, United States
NUMBER: +1 724-452-1744
SERVICES: Advisory Services, Retirement Planning, Customized Financial Program, Estate Conservation, Estate Planning, Investment Management, Medical Insurance, Pension Plan, Registered Investment Advisor, Retirement Strategies, Social Security Retirement Benefits
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 – Vance and Barbara have been excellent in advising and presenting to us, the best options for investing. It’s nice to stop or call a family business where you are a person not a number. We have been clients there over 30 years. My family also does business there and so does my best friend and her family. Don’t hesitate to do business with them. You will be pleased with their service – Debbie Smith
REVIEW #2 – Vance Neal is the trusted financial advisor of my parents for many years, and has done well by them. – Gary Welsh
REVIEW #3 – I’ve been a client for a long time and as several of my family members they are very wonderful to work with and helpful in every aspect – Carol Harmon
REVIEW #4 – We have been clients of Vance and Barbara for close to 30 years. They are very caring and knowledgeable about financial offerings. We feel they always have our best interests at heart with their financial advice and suggestions. They are invaluable in helping us to be prepared for our being adequately planned and funded for our future goals. Their pictures can be found by service in the dictionary. – Carol flinn
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Secure Money Advisors
ADDRESS: 504 S Main St, Zelienople, PA 16063, United States
NUMBER: +1 724-382-1298
SERVICES: Wealth management, 401k Funds, Financial Advisors, Income Planning, Inherited Ira, Investment Advisory Services, Investment Planning, Investment Strategy Methods, Ira 401k Rollover Services, Ira Accounts, Ira Legacy Planning, Portfolio Management, Retirement Accounts, Retirement Financial Planning, Retirement Income Strategies, Retirement Investments, Retirement Living, Retirement Plan Consultants, Retirement Planning, Retirement Planning Advisors, Retirement Savings Plans
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been using Secure Money Advisors for over five years. They really understand the retirement phase of life. Each approach is customized individually to your needs; no cookie cutter approaches here. Brian, And Neil are outstanding. The customer support provided by Maggie and her team is second to none. – Carl Apel
REVIEW #2 – Great place to plan for retirement! Planned with them and retired at 62! Living our best life now! – Susan Kosis
REVIEW #3 – We had watched Secure Money Advisors’ podcasts for over 3 years, before we made the switch. We are so glad we did. Brian and his team are professional, conservative, and care. We never had a written plan and all our retirement money was in the stock market. SCM’s approach is so much better and gives us our peace of mind in retirement. We have zero regrets and so glad we switched to SMA! – C D
REVIEW #4 – The entire team at Secure Money Advisors has done a great job helping me plan for my retirement! – Virginia Conerty
REVIEW #5 – Secure Money Advisors gave me confidence to retire at 59 1/2. It has been 4 years since retirement, and my finances are still strong. – Rose Schomer
REVIEW #6 – Everyone in the office is professional, friendly and organized. Roles were explained to me so I clearly knew who did what in assisting me. I work mostly with Maggie & Brian though support staff like Cindy & Trudy are equally amazing. I feel grateful in having access to their experience in assisting me in managing my money. – R
REVIEW #7 – Friendly folks. My advisor was willing to meet when the business was closing for the day. Very accommodating. I had a very open and honest discussion with the advisor. – Fred Stock
REVIEW #8 – Brian has been a great source of information. His advise has helped us grow our business. Love Brian and his team! – JP
REVIEW #9 – Great Experience and wonderful people and experience! – Russ Kosis
REVIEW #10 – We love working with Maggie, Lisa, Linda and their teams! – Bill Clouse
REVIEW #11 – Very friendly and knowledgeable staff, they go to great lengths to make sure you understand how the investment market works , and what’s in your best interest to a worry free retirement. – John Goodman
REVIEW #12 – No matter what my question issue or problem I just make a phone call and there is someone there that can help me either at that moment or they get the answer and call me back and issues are resolved. – KATHLEEN HALLIGAN
REVIEW #13 – SMA spend a lot of time looking at our personal information and developing a plan that is personalized to our needs. I can understand things I could never understand on my own, including a plan for my husband to retire early due to health concerns that may make it a need to retire early. I am very grateful for their input into our future plans. I look forward to continuing to work with SMA. – Becky Crissman
REVIEW #14 – My wife and myself both bought an annuity from them at a very good rate.
The place was beautiful, the staff was wonderful.
And the biggest part of it was zero pressure.
I honestly say you’re getting ready to retire soon you should make an appointment with them.
You won’t be disappointed.
Since I made this original post I’ve went back again an added a few more fixed annuities.
Now im retiring at the end of the month
Thank you Secure Money Advisors – Charles Zdobinski
REVIEW #15 – Financial anxiety as retirement approaches…..ELIMINATED!!
Joining the SMA team was the best choice for my wife and I. We met with several advisors prior to meeting the professionals at SMA. The decision was made to join Brian and his team of fiduciary advisors when we realized they brought a true sense of sincerity and concern for our needs to the planning discussion.
They have access to a variety of investment tools that were assembled and utilized to set us on course to achieve our specific needs and desires. No “one size fits all” approach is a consideration in this firm.
You owe it to yourself to consult with Brian. We feel extremely fortunate that we committed to the initial conversation.
George and Mary Ann B. – George Blatt
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