3 Best Gold IRA Investment Companies Near Me in Ellicott City, MD – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
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Elite Income Advisors
ADDRESS: 6011 University Blvd suite 350, Ellicott City, MD 21043, United States
NUMBER: +1 443-274-3002
DESCRIPTION FROM BUSINESS: Elite Income Advisors is a financial advisor, retirement planning and wealth management firm based in Ellicott City, Maryland, serving individuals and families throughout Howard County and Central Maryland. We specialize in retirement income planning, investment management, Social Security optimization, tax-efficient strategies, and comprehensive financial planning designed to help you retire with confidence…
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 – The entire staff at EIA is very knowledgeable and helpful. When deciding to retire, EIA verified pension details and assisted with all required paperwork. Highly recommend!! – keywest 2656
REVIEW #2 – Retire Smart Maryland Radio from Elite Income Advisors is one of my favorite weekly podcasts. Hosts Prashant Sabapathi and Jon DeFeo are very knowledgeable and they explain how to invest and save for retirement in understandable layman terms. Never preachy, the show’s topics are fun but also very informative. If you have time for only one finical retirement podcast, this is the one you need to listen to. – Gregory Weimann
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Blueprint Wealth Management
ADDRESS: 5026 Dorsey Hall Dr #105, Ellicott City, MD 21042, United States
NUMBER: +1 410-992-4500
DESCRIPTION FROM BUSINESS: Blueprint Wealth Management is an independent financial advisory firm located in the heart of Ellicott City, Maryland. As your trusted financial advisor, the Blueprint team can assess your financial needs and provide objective, personalized guidance to help you create and implement a plan tailored to your specific goals and aspirations…
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 – Jordan is a knowledgeable and attentive financial advisor who genuinely listens to our goals. We also appreciate the client events they host throughout the year – they’re well organized and show how much they value their clients. – Anthony
REVIEW #2 – Jordan and the team at Blueprint Wealth Management have been a valuable partner to us over many years, but in particular the past several months. They have helped us in various real estate transactions by being very responsive to our needs in obtaining the appropriate funds to settle. We also just had our end of year check-in which is always informative and strategic. Jordan always provides a summary of our meeting and assigns action items for both sides. We are always happy with the Blueprint team follow up. It is a pleasure working with the Blueprint family. – Rick Rate
REVIEW #3 – Working with Jordan and the Blueprint Wealth Management Team has been an absolute game changer. From day one, they listen, understand what matters most to meet our goals, and made retirement planning feel simple and stress-free. Jordan’s genuine care and clear guidance has given us more confidence than we’ve ever had about our financial future. The level of personal attention and communication we’ve received in just a year far surpasses experience with other big company firms. It truly feels like working with family, and we couldn’t be happier with the direction we’re headed thanks to Jordan and his amazing team. – Jonathan Stroup
REVIEW #4 – We have been using Blueprint Wealth Management for years. Jordan is an excellent advisor. I first looked into going with this company when I was impressed by a presentation they did on two brothers and how each one managed their investments & where each one was after 10 years. The nice thing about Blueprint is they do not tell you what they can do for you, they show you and they incorporate you into the decision making so you are always informed. – Linda Fogarty
REVIEW #5 – Working with Blueprint Wealth has been an absolutely phenomenal experience. They stripped away the complexity of my finances, providing clear, easy-to-understand guidance that helped me feel confident about my future. Their approach is truly proactive; I feel heard, respected, and most importantly, I’m seeing real growth and stability in my portfolio. I wholeheartedly recommend Blueprint Wealth to anyone looking for trustworthy and effective financial management. Five stars isn’t enough!” – Beth Wilson
REVIEW #6 – Jordan is an outstanding financial advisor – personable, friendly, and genuinely invested in our family’s goals. The Blueprint team takes the time to listen, understand what matters most, and deliver real results. It’s rare to find someone who combines expertise with such care and integrity. Highly recommended! – Ethan
REVIEW #7 – Finding Jordan was the best decision we have made for our financial well-being. Over the eight years we have worked together, he and his team have consistently gone above and beyond. His team is professional, friendly, and incredibly knowledgeable in all aspects of our financial requirements. They continuously reach out to us to see if we have questions, keeping us in the loop on how our money is working for us. Their expertise has allowed my wife and I to thoroughly enjoy our retirement traveling, cruising, visiting family and friends…pretty much our best lives possible. The peace of mind they’ve provided is invaluable. We are so grateful and blessed to have him and his team manage our portfolio and wholeheartedly recommend their services to anyone looking for an outstanding financial partner. – Jay Haller
REVIEW #8 – I just started looking for a financial advisor and set up a 15 minute phone call with Jordan. He called right on schedule and I had a great conversation with him regarding my goals, progress and questions I had. Jordan was a pleasure to talk to. Beyond his professional and knowledgeable approach, I found him to be genuine and honest and all around good guy who was very easy to talk to. He didn’t try to sell me any products or services, but listened to my concerns and offered some great insight. Although it was only an introductory call, I found tremendous value from our chat and can easily recommend anyone who is exploring financial advice to give Jordan a look. Thanks Jordan, it was a pleasure! – E F
REVIEW #9 – I’ve been really impressed with Blueprint Wealth Management. Jordan and his team are responsive, thoughtful, and proactive about keeping me updated and making sure my plan stays on track. They make me feel like a top priority client every time we talk. Also, Jordan is an incredible golfer! – Nevin Nilanont
Marks Wealth Management
ADDRESS: 11690 Frederick Rd, Ellicott City, MD 21042, United States
NUMBER: +1 410-934-1199
DESCRIPTION FROM BUSINESS: Throughout Maryland and beyond, our Forbes nationally ranked Wealth Management team offers personalized financial and investment planning to help you achieve your short-term and long-term goals…
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 – The Marks Team truly listens to your financial goals and expectations. The Teams delivers a realistic approach to achieving your goal. Charlie and the Team engage regularly to address any market issues or concerns. The company interactive site enables 24 hour access to your account. This is a committed Team of professionals that can help enable your financial success. They have done a great job for us! – Kathryn Schweizer
REVIEW #2 – Charlie Marks and his Financial Management Team were highly recommended to my husband several years ago by a former BGE co-worker. After meeting with Charlie, we made the decision to use his services to advise us on planning for our financial security in retirement. We have been extremely pleased with the results. We would like to express our thanks and appreciation for the outstanding service and commitment from the Marks Wealth Management Team over the years. The expertise and attention to detail with which the team has handled our account has been fantastic. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs and financial situation. I would highly recommend the Marks Wealth Management Team to anyone wanting financial security now and throughout their retirement years. We look forward to a continued relationship with the Marks Wealth Management Team for many more years to come. – Charlie and Wendy McCadden
REVIEW #3 – Charlie Marks has been my financial advisor for 14+ years. In that time, I have never questioned his stewardship of my investment portfolio, simply because he tends to outperform the market year after year. He built a tailored investment plan that has worked better than I could have expected. I am now retired and have a sense of financial security long into the future. I would also like to commend the staff for their attention and responsiveness. Would I recommend MWM… damn right! – Bo Bryan
REVIEW #4 – Charlie and the Marks Wealth Management Team have always been on top of everything. They are accessible to answering questions and always polite. This team has done a tremendous job with growing our investments! We’re so happy with our decision to invest with Marks Wealth Management! Security in our retirement is a wonderful thing! – Ellen Clements
REVIEW #5 – I started with Charlie Marks when he just started out in the investment business. He has been with two companies and now his own investment firm Marks wealth management. All the changes he made was solely to better achieve the most for his clients. He has built an excellent staff that work long and hard hours. Marks wealth management will not disappoint. – mdcj7
REVIEW #6 – We have worked with Charlie and Catherine for the past several years prior to the inception of “Marks Wealth Management”. The Marks team is focused, knowledgeable, extremely professional and very responsive to their clients. The staff is always available to answer questions and address financial strategies. We are very pleased with the Marks firm and look forward to a long lasting relationship. – George and Rosa Nagle
REVIEW #7 – Wonderful experience with Charles, Catherine and team. We were invested with a large firm and were not happy with performance in a strong market. The turn around was Marks Wealth Management!!!!!
Charles provides a strategic approach for our portfolio that allows us to enjoy our retirement without the worry of market trends. – Diane Schmittinger
REVIEW #8 – I have been working with Charlie and his team since before I retired and my experience has always been excellent. The team maintains my funds without me having to worry about anything. I would recommend Marks Wealth Management to anyone looking for a financial advisor. – Richard Knox
REVIEW #9 – Charlie Marks has been our financial advisor for the better part of a decade. He takes his responsibility as a fiduciary extremely seriously and is an enthusiastic partner in caring for our financial security. His whole team is top notch. – David Gross
REVIEW #10 – Charlie leads a dedicated team with a sincere commitment to excellent customer service. The entire team’s level of personal interest in each client is unmatched in today’s “Big Name” investing world. Also, Charlie’s investment strategies have consistently outperformed the indexes, quarter upon quarter, in up-markets as well as down. As one of Charlie’s original clients, I cannot rate his team highly enough! – Harry Meise
REVIEW #11 – The Marks Wealth Management staff is very professional and knowledgeable, provides quarterly updates, newsletters and in person service. The Marks team responds quickly to text messages or emails regardless of office hours, providing 24/7 service. Quarterly meetings are thorough and ensure questions are answered. Documents are provided in advance of the meetings, and the review is not rushed. Personal Investment Risk profile is revisited to align with investment goals and future market considerations with a strategy moving forward. Their secure website also provides additional insights and tools to help you manage your assets. The Marks Wealth team brings you into the solution process, the why and what’s next, providing confidence and trust regardless of the assets fluctuations. – Larry Burley
REVIEW #12 – Marks Wealth Management continues to give us great personalized service. Charlie, Catherine, Taylor, and the rest of the MWM team work hard to understand our specific financial needs and risk tolerance, and explain their investment strategy in a way we understand. – Paul R
REVIEW #13 – Charles and his team (especially Catherine) have been instrumental in ensuring our retirement plan will come to fruition. Charles is very thorough, explaining his approach and why certain funds and ETFs are better than others for right now. He answered all my questions (there were many!) and made me comfortable with him managing my money. He provided guidance before I was able to move my money to his team, and also provided recommendations to our current 401(k)s and HSA investments. Catherine made moving our plans painless. I highly recommend talking with Charles and his team to see his approach and discover if it works for you. – David Walters
REVIEW #14 – Great investment strategies that are explained exceptionally well. Personal approach in that they are very direct and honest while taking a personal interest in the client’s success. I never asked a question that did not get an acceptable answer or explanation. They also provide regular communication and performance review on a one to one basis. The responsiveness has been near perfect. The staff is professional, personable, knowledgeable and easy to work with. MWM also provides state of the art tools for research and analysis. After some seriously bad experiences with the “Big Guys”, Marks Wealth Management has been an oasis in the desert of mediocrity. – Jack J
REVIEW #15 – Charlie Marks is professional, knowledgeable, and extremely friendly. He is also a great communicator. This allows us to understand everything we need to know about our finances. We have quarterly meetings with Charlie at which time we go over our portfolio performance, financial planning, etc. We also receive newsletters from Charlie that explain what to expect in the coming months, as well as what happened the previous months.
Supporting Charlie is a professional staff that is just as competent as Charlie. They are a pleasure to work with.
In terms of performance, we are extremely pleased with our results and highly recommend Marks Wealth Management. – Brenda Prince
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