3 Best Gold IRA Investment Companies Near Me in Ashburn, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Capital Fiduciary Advisors, LLC
ADDRESS: 20130 Lakeview Center Plaza Ste. 400, Ashburn, VA 20147, United States
NUMBER: +17034361522
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Executive Retirement Plan, Fiduciary Investment Advisor, Financial Planning Strategies, Investment Consulting Services, Retirement Planning, Roth Ira Conversion
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 – Chris has been great to work with. My wife and I have been with him for a little over a year and we both wish we would have found him years earlier. He cares about us as clients and is always looking out for our best interests and retirement goals (as often as they change). He is open, honest and easy to talk with regarding our retirement planning and always takes the time to explain things in a way that makes us feel comfortable and confident. – James Brower
REVIEW #2 – My wife and I have had Chris as our financial advisor for the past 13 years. We have complete faith and confidence in his professional advice and financial planning. He communicates regularly with us to review our portfolio and he will make needed changes to protect our assets during market fluctuations. We highly recommend his services. – rick schnell
REVIEW #3 – In 2008, we switched from our then current management firm to Capital Fiduciary Advisors at a friends recommendation. Chris Williams has financial skills and experience and the ability to fine tune. He’s been a great match for our financial needs. He is extremely responsive to any questions, actions, or concerns we have at any given time. Chris is a delightful and caring individual that has worked hard for our personal interests and we can highly recommend his services in the Wealth Management arena. – Susan Spaulding
REVIEW #4 – Chris and CFA are the best in class in terms of wealth management and professionalism. Chris has been a long time asset to both me personally and for my company. His exceptional knowledge, competence and integrity are top notch. Chris is the type of partner you are proud to introduce your network and associates too because you know you are getting the “Best in Class”. I would recommend Chris and CFA a million times and more! – Nate Hoffman
REVIEW #5 – I’ve known Chris and worked with him for many years. I have complete faith and confidence in his professional advice and financial planning. He is professional, knowledgeable and competent and I refer him and his company without hesitation. Highly recommended if you’re looking for a financial advisor who has YOUR best interests in mind, and not his. – Brian Kamin
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Abich Financial Services
ADDRESS: 20135 Lakeview Center Plaza Ste 110, Ashburn, VA 20147, United States
NUMBER: +15715779968
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Allocation, Insurance And Annuities, Investment Advisory Services, Investment Management, Investment Options, Pension Plans, Preparing For Retirement, Retirement Income Planning, Retirement Income Strategies
OFFICE HOURS
| Mon | 9:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:30 PM | |
| Wed | 9:30 AM – 5:30 PM | |
| Thu | 9:30 AM – 5:30 PM | |
| Fri | 9:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – From the minute our conversation began, Veronica was the absolute easiest person to talk to about my onboarding with Abich Financial Services. She walked me through the review of the forms so that when I began filling the forms out, I had no issues. The next day she followed up with me and where there was an area to expand on, she explained each step.
Her helpful, easy to talk to personality made me feel as if I had always know Veronica. She really cares about the people she meets.
When I arrived at Abich Financial Services to meet with JB. I honestly had no idea, how my life and my financial status was going to change. He taught me so much in that one meeting.
JB is one of the smartest financial advisors I’ve ever met and I wish I could have met JB years ago. I am so grateful for the path forward he has provided me, but I am especially excited that this person really cares and has your back. So Blessed To have met this team. – Lynn Elmwood
REVIEW #2 – I have used Abich Financial Services for portfolio management over the last three years. Their fee structure is reasonable which made me feel comfortable moving my accounts over. My advisor, Justin Dobak, is a most pleasant and professional advisor and does a great job explaining market trends. The digital client portal is smooth and secure. The rest of the team is courteous and friendly. I recommend them highly! – Carolynn Erickson
REVIEW #3 – My wife and I began our relationship with Abich Financials in late 2023. Since then, they have helped with excellent advice on my transition to retirement, the income stream planning, and the future life choices planning we need to be doing now. They are always prompt to answer, seem to always have the answers to our questions, and also provide great strategic planning advice to help us manage this new path in life.
They are so friendly and trustworthy. I am at ease with my nest egg management here. This is of utmost importance because I have seen family members lose their nest egg with poor financial advice.
I highly recommend Abich Financials over any other choice you would make – Webster Anderson
REVIEW #4 – I recently had the opportunity to learn more about Abich Financial Services and was impressed by their professional and educational approach to retirement and financial planning. Their team appears focused on helping clients better understand long-term financial strategies, retirement income planning, and wealth management in a way that feels approachable rather than overwhelming. – Brandi Massman
REVIEW #5 – Abich Financial has been a God-send! Their expertise, insight, professionalism and proactive work on our behalf has been outstanding. My wife and I wish to acknowledge some of the key individuals at Abich who have worked on our behalf. They include Justin Dobak, Joshua Choi, Cesar Torres, and Isabella Riitano. Every staff member with whom we’ve interacted has been terrific!
Our retirement funds are in very good hands! – Kim Beasley
REVIEW #6 – Greetings: I discussed with my advisor Ryan and Cesar (client services) the need to make a special monthly distribution to handle upcoming payouts needed for some major expenses anticipated this year — a wedding, a property purchase, a medical procedure and the the likelihood of some other additional unplanned expenses. I was concerned that the process of making deposits of variable amounts from our Abich investment portfolio with minimal lead time throughout the year to meet these expenses would be challenging and labor intensive on my part. Ryan and Cesar both worked to make the process, once the electronic ID’s were set up to connect the investment bank with our regular bank, seamless, quick and easy– just the opposite in terms of the needs I thought I would experience in terms of interaction and speed of the transactions. So, thanks guys…and I’d call that a solid 5 star experience for my wife and I!! – Lance Clark
REVIEW #7 – My wife and I were looking for an advisor as we moved toward retirement. We heard about Abich Financial Services and took advantage of the courtesy financial review as a way to evaluate their service. While we understand finance, neither my wife nor I want to spend a lot of effort “managing” our money once we retire. We were looking for an experienced person or firm we felt comfortable with, provided sound advice and we trusted.
From our first meeting with Abe, and follow-ups with team members, we believe we found a great fit to help us maintain our financial security in retirement. Communications has been excellent. They listened to our goals and expectations, patiently answered our questions, and were open to discussions of options. We felt our input mattered; we weren’t just a number on a spreadsheet. These engagements built the trust we needed partner with them in ensuring our financial future. – John Peloquin
REVIEW #8 – Veronica Wanis helped us with transferring funds into a new account at Abich Financial.
She was very professional, helpful and patient with the process. It did not take very long to set the account up for investment. We are grateful for her perverance and positivity as she assisted us this week. – Beverly Rosser
REVIEW #9 – My wife and I have been working with the Abich Financial team for about a year now. We have been extremely impressed with their “family-like” approach to working with us as we get ready to retire in a few short years. Abe and his team are passionate about our success and continue to be hands-on with our needs since our first day! They realize their success is making sure we are successful! Thank you Abe and team! – Lowell Tunstall
REVIEW #10 – My wife and I have been very pleased with the services provided by AFS. Phase II is something that is not discussed by many services but is an important part of retirement. When speaking with Abe he explains the pros and cons of each action and lays out recommendations for short and long term.
They cover all aspects of financial health. The whole team is very professional and makes you feel at home. We highly recommend giving them a try to see if they’re a good fit for you. – Bill
Aaron Kirkland – Edelman Financial Engines
ADDRESS: 19775 Belmont Executive Plaza Ste 530, Ashburn, VA 20147, United States
NUMBER: +17039103256
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 – Partnering with Aaron has been a transformative experience for my financial future. He invests the time to truly know his clients, ensuring every strategy seamlessly aligns with my current life circumstances and evolving goals. What sets Aaron apart is his intentional listening; he carefully assesses your risk tolerance and crafts a personalized investment plan that feels completely tailored to your needs. I deeply appreciate his personal touch and his rare ability to demystify complex market trends into clear, actionable insights for everyday investors like me. I highly recommend Aaron and the team at Edelman Financial Engines for anyone seeking a trustworthy, exceptional advisor. – Jennifer Haldeman
REVIEW #2 – Aaron Kirkland is my current adviser, and he’s fantastic in every way. My previous Edelman adviser, JB Liebstein, was absolutely horrible. He tried to shove retirement down my throat, and pushed and pushed for me to quit my job—a job that I loved. I made it clear I had no intention of quitting my job, and he kept pushing. When I told him I wanted to switch advisers, he said the company didn’t allow that— a complete lie. Aaron, on the other hand, is wonderful. He’s nice, knowledgeable, and extremely helpful. I couldn’t ask for a better adviser. – Carla Chandler
REVIEW #3 – Aaron Kirkland has been a great partner with me in planning for my future retirement. He is always available to listen and share his insights on what is best for my risk tolerance. I appreciate that he takes his time to explain things and not make me feel rushed or uncomfortable about asking questions. – Rebecca Trieb
REVIEW #4 – Aaron Kirkland has provided me excellent financial guidance. He and his technical support person (Casey McKenzie) are responsive to my questions and requests. They go above and beyond to help with all of my financial requests. I consider them friends as well as advisors. – Paul Spence
REVIEW #5 – Aaron looked at our plan of where we were and where we wanted to be. He listened, understood, and then walked us through the plan to get there. It made retirement so much easier and with peace of mind. Five stars for Aaron – Marjorie Chiles
REVIEW #6 – Aaron is great to work with. He takes his time, you never feel rushed. He is always available when needed. You don’t feel like just “another client” when working with him. I appreciated his insight and feedback. – Alison Osborne0
REVIEW #7 – Aaron has been by far the best financial consultant we have had in the past 40 years of investing. So glad we have him focused on our happiness in the present and future. – Ricky Barker
REVIEW #8 – We have been extremely pleased working with Aaron Kirkland and Edelman Financial Engines. Aaron is bright, professional, and client-driven, always with an eye on ensuring that our benefits and returns are maximized and risks are mitigated.
Aaron and his team are personable, easy to work with and demonstrably committed to regularly communicating with us. He takes the time to listen and understand our current situation, goals, and long-term vision and is always responsive and ready to discuss or meet to review life changes and/or market conditions that may affect status or planning.
We have been with Edelman for over a decade and are pleased by the detailed and personal attention we receive from the entire staff . No less important – we have had outstanding results from their management of our portfolio.
Aaron has been especially helpful in getting our retirement plan fully dialed in, including the tax implications on related decisions and actions. He always listens to us and takes the time to clarify concepts. He explains everything in a way that makes sense, without overcomplicating it or talking in circles.
We highly recommend Aaron to anyone who is looking for a reliable and trustworthy team to handle your financial needs. – Claire K
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