3 Best Gold IRA Investment Companies Near Me in Carlisle, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
First Command Financial Advisor – Adam Rowe, MBA
ADDRESS: 401 E Louther St Ste 222, Carlisle, PA 17013, United States
NUMBER: +1 717-960-0012
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 – Adam has been our advisor for the past ten years. He is attentive, responsive, honest and extremely knowledgeable. He gives clear guidance and wants, most of all, to see his clients succeed in their financial objectives. He is everything you would want in a financial advisor and my family and I are fortunate that Adam Rowe is the steward of our financial plan. – Dale Flick
REVIEW #2 – Adam is an excellent advisor and is willing to work with his clients to sort out the best options available! – Paul Zeranski
REVIEW #3 – Best financial advisor ever! Listens and genuinely cares about his clients. – Linda Russo
REVIEW #4 – Adam is great. We appreciate his advice. – Larry Dugan
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Diamond Wealth Advisors
ADDRESS: 1 Tyler Ct, Carlisle, PA 17015, United States
NUMBER: +1 717-462-6422
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management and Business Succession Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been a “Diamond” client for over 20 yrs! Diamond Wealth Advisors (DWA) has been the strong pillar in my life when all else is chaos. I’ve depended on my Advisor, Jim DeGaetano to know and understand the market and to smartly advise me on staying the course or jointly make investment changes. I sleep well knowing DWA is at the helm especially when the market is experiencing dramatic fluctuations. Our annual meetings are focused to ensure expectations are met, current and future goals are clear, and considerations for Qualifying Life Events are reviewed. I’m confident that my investments through DWA are in great hands. Thanks for the outstanding job, DWA! – LaVern Glosson
REVIEW #2 – We have been working with Chrissy Ward for over four years, and her guidance has been invaluable. She takes the time to understand our goals, explain complex financial concepts clearly, and provide strategies that have significantly improved our financial security. Her professionalism, integrity, and dedication make her a trusted partner in our financial journey. We highly recommend Christina Ward to anyone looking for a knowledgeable and reliable financial advisor. – Carol Snavely
REVIEW #3 – They were very patient and answered questions for us. They did several phone calls to get information and then an in person meeting. Since setting up accounts and investments that have helped with other questions and monetary adding to our investments. We are very pleased with the time they spend and the knowledge they have with answering our questions. Quick responses are greatly appreciated. They have far outweighed our last company. We would definitely recommend them. – Kim
REVIEW #4 – The whole Diamond Wealth Advisors Team is fantastic! They are very in tune with what you need to be a successful investor and they take the time to know about you and your unique situation so that they can help you improve your financial posture and future outcome. I highly recommend that you give them a call and set up an in office visit! – Andrew “AJ” Risko
REVIEW #5 – Extraordinary service. Exceptional understanding of our financial situation and objectives. They provide us with a great rate of return in our conservative portfolio, genuine caring for our short- and long-term plans, and are just generally great folks. I’m very glad we chose DWA as our financial advisors. – Mary Carol and Alex Hollis
REVIEW #6 – Diamond Wealth Advisors exceeded our expectations for years. True Professionals! The excellent results are surpassed only by the personal attention we receive as clients. Extremely well prepared for our personal client reviews; Diamond Wealth Advisors make us feel like family and I have complete faith in Jim DeGaetano and the team. Wholly recommend Diamond Wealth Advisors. – Glenn Lintz
REVIEW #7 – Our family has worked with Jim and his team for more than 10 years. We appreciate their responsiveness and sincerity in developing financial strategies that fit our needs. We’ve created kids saving plans, retirement accounts, and even a special fund that we used towards construction costs when building our dream home. Their customer dashboard is easy to use and helps us keep track of our progress. It’s reassuring to know that we have DWA on our side and caring for our financial goals. – Carly Snider
REVIEW #8 – I’ve been working with Diamond Wealth for several years now, and I couldn’t be happier with the guidance and support I’ve received. From the very beginning, they took the time to understand my financial goals and crafted a personalized strategy that made sense for my lifestyle and future plans.
What really sets Jim Degaetano and his team of advisors apart is their ability to explain complex financial concepts in a way that’s easy to understand. They’re incredibly responsive, always available to answer questions, and proactive in keeping me informed about market changes and opportunities.
Thanks to their advice, I feel more confident about my financial future and have seen real progress toward my goals. If you’re looking for a knowledgeable, trustworthy, and genuinely caring financial advisor, I highly recommend Diamond Wealth! – Karen D
LifeGuide Financial Advisors
ADDRESS: 2011 W Trindle Rd, Carlisle, PA 17013, United States
NUMBER: +1 717-796-1700
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Employer Retirement Plans, Financial Planners And Advisors, Financial Planning And Investment Management, Investment Advisory Services, Investment Management Services, Investment Options, Investment Portfolio, Investment Recommendations, Investment Strategy, Retirement Income Planning, Retirement Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can’t say enough good things about LifeGuide! Their team is incredibly attentive and always puts my best interests first. They truly care about my financial future, and it’s clear they go above and beyond to ensure I’m on the right track. I wouldn’t trust my money with anyone else. LifeGuide has made a huge difference in how I manage my finances, and I’m so grateful for their expertise and support! – Sarah Frick
REVIEW #2 – I always look forward to meeting with Derek and team for my annual review. Since I am clueless about investing, I appreciate and am thankful for their expertise and how well prepared they are in presenting my portfolio. They are not just concerned about the market, investments, etc., but also how life is for me and my family. They take a lot of time discussing any questions I may have and I never feel rushed or pressured in any way. I highly recommend LifeGuide to anyone who wants to get their finances in order or make sure they are on the right path in whatever season of life they find themselves. Thank you, LifeGuide, for all you do for your clients! – Jane Conway
REVIEW #3 – LifeGuide has been our financial advisor for about the last 20 years. The solid financial foundation my wife and I currently have is a reflection of the sound advice they have given us and the way they have helped us build up our finances from what once looked shaky. Our experience with LifeGuide is that they truly care about their clients. For us as believers, an important component is their faith-based approach to finances, “Spiritual Financial Development.” We are happy to strongly recommend the services of LifeGuide. Financial Advisors. – Dilip Abayasekara
REVIEW #4 – I have greatly appreciated the services provided by LifeGuide. Levi Greenly and advisors at LifeGuide have been available and accessible to respond to all my inquiries and have provided consistently helpful suggestions and recommendations for managing my portfolio. I believe LifeGuide strives to incorporate the highest ethical principles into their financial advice and counsel. – Scott Bucher
REVIEW #5 – Everyone at LifeGuide is very professional, knowledgeable, friendly and extremely helpful! We are able to enjoy our retirement knowing our funds are so well monitored by LifeGuide. Highly recommend them for any and all of your financial planning! Thank you especially to Derek & Ryan! – Kathy & Brad Reynolds
REVIEW #6 – I have been a LifeGuide “follower” for several years now. Matt and the staff treat me the same every time we meet. They are respectful, accurate with my finances and informative of market changes. They always have my best interests as a priority. I recommend reaching out to these very qualified Financial Advisors if/when you decide to engage in your financial planning for your future. Thank you Matt!!! – Melissa Patterson
REVIEW #7 – I’ve been a LifeGuide client since its founding. Due to the growth of the business I’ve had several financial advisors over the years and have received the same competent and caring attention from all of them. They always respond quickly and clearly to my questions and concerns. I know I am in good hands with them! – Carolyn George
REVIEW #8 – We started with Lifeguide several years ago as we began to think about retirement and what we hoped that would look like. We find our team professional, kind and interested in our particular circumstances. They ask good questions, are always willing to help us make big financial decisions and have flexed with us as our plans have changed. We have a great deal of peace about our future because of their personalized guidance. – Kris Hansen-Kieffer
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