3 Best Gold IRA Investment Companies Near Me in State College, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
VK Wealth Advisors
ADDRESS: 290 W Hamilton Ave, State College, PA 16801, United States
NUMBER: +1 814-420-4401
SERVICES: Wealth management, Advisory Services, Alternative Investments, Financial Advisors, Impact Investing, Insurance And Annuities, Investment Advisor, Investment Options, Investment Planning, Investment Research, Investment Strategies, Investors Services, Responsible Investing, Retirement Accounts, Retirement Income Planning, Retirement Investments
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve been clients of VK Wealth for many years and they have been very good to us. They give great advice and include us in all financial decisions. They are also fun to work with and we’re pleased to be part of their group. – Martin Nordberg
REVIEW #2 – Attended an Estate Planning Seminar hosted by VK Wealth Advisors and given by Desiree Fralick Esq. of The Mazza Law Group. The presentation was very informative and the presenter was highly knowledgeable of the topics covered. The VK Wealth Advisors staff and facilities were exceptional. – Kent Renaud
REVIEW #3 – Marvy and her team are wonderful to work with and keep us well informed about investment developments. – Craig Miller
REVIEW #4 – Excellent personal service. I trust Marvie completely to take care my money. – Dave Miller
REVIEW #5 – Marvie and the staff at VK Wealth are the best. They took great care of my mother’s money and are now handling both my money and my sister’s money. Having all our investments with them made it super easy when mom passed. – Reed Mellinger
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Strong Tower Associates
ADDRESS: 901 University Dr #1, State College, PA 16801, United States
NUMBER: +1 814-325-9806
SERVICES: Estate planning, Financial Planning And Advising, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Insurance annuity investment advisement, Retirement-related financial consulting
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have had our investments with Ash at Strong Tower Associates for about eight years. Our meetings with Ash are always very helpful and he always takes the time to discuss anything we feel we need to talk about. Ash is extremely knowledgeable and we are very happy with how our investments have been doing over the past eight years.
Aubree at Strong Tower Associates has always been very quick to respond and has been extremely helpful whenever I contact her with a question.
I would strongly recommend Strong Tower Associates for anyone looking for someone to help with financial planning and investing. The entire staff will talk to you in a language you can easily understand, even if you are not knowledgeable about investing. The integrity of all the staff goes without question. – Vicki Beaver
REVIEW #2 – Ash is widely knowledgeable, with solid expertise about wealth management and retirement planning. He advises not only on finances but also other features of retirement, such as medicare and the long term health concerns of aging. He inspires confidence with his extensive knowledge of financial products and options for retirement planning. – Karen Jaenke
REVIEW #3 – Ash and his team are always very helpful and make everything run smoothly! He is extremely knowledgeable and take the time to explain everything clearly. The videos and information sheets he sends out on up coming changes for each new year are great. I highly recommended Strong Tower for Financial Planning, Investment advising and insurance purchasing. – Tawnya Childs
REVIEW #4 – Meeting began by Ash asking us how we were doing, both of us, not just a generic how is it going? Next he asked if we had any questions and he listened to the questions and provided answers. Then he pulled up all of our financial data and reviewed the information with us. It was more than a financial advisor telling us the numbers, we were real people, more than the data. – Terry Rhoton
REVIEW #5 – My wife and I first met with Ash back in 2018. At the time, we’d been in a long-term relationship with another financial planner and had no intentions to switch. Once we began speaking with Ash though, we realized that there was more to financial planning than accumulating wealth (our previous advisor had helped with that). Ash took the time to explain the best strategies to minimize tax impacts once we began utilizing our retirement savings. He laid out a plan that would incorporate our anticipated Social Security benefit with our savings, and help ensure we wouldn’t outlive our savings. He creatively helped us plan for unforeseen healthcare expenses. After three visits, we realized that Ash had done far more for us in 6 weeks than our previous planner had done in 20 years!
Since switching, our investments have continued to grow, but more importantly, we feel confident that we’ll be able to live the lifestyle we’re planning after retirement. In addition to regular meetings, Ash regularly updates his clients with communications about market trends and videos about the impact of geopolitical events. He recommends changes to investment strategies and asset allocations based on current events and if approved, executes those changes to your portfolio. He and his staff are extremely responsive when questions arise.
If you’re contemplating a switch, and want to work with someone with a strong moral compass and ties to the Central PA area, give Strong Tower Associates a call! – John Kittle
REVIEW #6 – Ash and his staff are always helpful. They are friendly, courteous, and conscientious and also quick to respond to our inquiries. We have been clients of Strong Tower Associates since 2018. We trust Ash’s judgment with the financial decisions that we have had to make over the years. I would highly recommend Strong Tower to anyone looking for sound financial advice. – David Dombek
REVIEW #7 – We have been dealing with Ash and Strong Tower Associates for a few years. Not only does Ash do a nice job with investments and asset investment strategies that meets our needs, but we have also found his tax knowledge to be invaluable. He helps navigate timing of when to take social security and how to minimize tax liability. Ash has also been instrumental when it comes to Pennie and other healthcare related questions. When we brought these questions to our previous financial advisor his response was always go talk with your accountant. We meet a minimum of twice a year, more if needed. It was like pulling teeth to get our previous advisor to return calls and meet annually. We view Ash as more than just a financial advisor, he has become a trusted financial partner and friend. We would highly recommend him for all of your financial needs. – Scott Lamb
REVIEW #8 – We started attending seminars that Ash Toumayants provided several years before our actual retirement and found the information very helpful, consistent, logical and educational. After further research, recommendations and communications with Strong Tower associates, we decided to transfer our retirement funds into their hands. We have been very satisfied with their financial planning. Ongoing and prompt communication provides us with the reassurance we need to feel confident we made an excellent choice in choosing Ash and Strongtower to guide us comfortably through our “financial golden years”. We are happy to highly recommend them and their services.
Follow-up:
We regularly meet with Ash to review our financial plans and progress. That is in addition to email, seminar, and written communication that adds to our information, understanding and ability to make the best decisions we can make in regard to our retirement plans. We are extremely pleased with the information and counsel that Ash and Strong Tower Associates provide on an ongoing basis. We feel like valued clients and that is very important to us in managing our financial health. I only wish we had started working with Ash earlier.
Ongoing Review of Financial Plan:
We are always welcome to discuss our concerns or questions in addition to financial statements, newsletters and emails that provide us with current information and data. Meetings are planned upon request and suggestions offered for maximizing our return on investments. Everyone is friendly and accommodating. We leave these interactions satisfied and confident. Great service provided by Ash and this organization. – Jane Grages Wilson
Nestlerode & Loy Investment Advisors
ADDRESS: 110 Regent Ct Ste 202, State College, PA 16801, United States
NUMBER: +1 814-238-6249
SERVICES: Financial Advisors, Financial Planning, Individual Investors, Investment Advisor, Investment Options, Investment Planning, Investment Strategies, Retirement Planning, Socially Responsible Investing
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Everyone in the Nestlerode and Loy office was very welcoming and polite. Judy made every attempt to listen to our concerns and answer all our questions. She also involved us in the process and made us feel like we were a part of the decision making. We left the office feeling optimistic about our economic future. – Frank Stover
REVIEW #2 – Fantastic! This office is very professional, organized, and exceptionally good at managing funds. I am continually impressed every time I meet with this team. Since the team includes an adorable dog too, it’s perfect! I am really thankful for their expertise and accessibility. I highly recommend them. – Molly Hetrick
REVIEW #3 – Nestlerode and Loy provides excellent financial services. All of the people I work with there are not only knowledgeable but friendly and always willing to help with my needs. Judy Loy is professional and great to meet with to plan future needs. I would recommend them to anyone needing financial services. – Carol Wasson
REVIEW #4 – Judy is knowledgeable and so friendly. She keeps in my mind my long term goals and has not steered me wrong. When I ask her for advice, I trust it because she does her due diligence in studying the markets and world events. If you want to make money on your investments, Judy is who you should go see. – monteca (Confers Jewelers)
REVIEW #5 – We are always thankful to be working with Judy Loy and her team at Nestlerode & Loy Investment Advisors.
In the current economic environment in particular, having confidence in your financial advisor is critically important. Nestlerode & Loy allow us to sleep comfortably. – Robin Guillard
REVIEW #6 – Judy is great to work with!! Recommend her highly! – Becky
REVIEW #7 – Very professional, compassionate & good listeners. Resolved my dilemma quickly& effectively. – Cathy Surkosky
REVIEW #8 – This group takes away all of the concerns I have about money management. – Douglas Weirauch
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