4 Best Gold IRA Investment Companies Near Me in Albany, NY – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Greenbush Financial Group
ADDRESS: 159 Wolf Rd Ste 101, Albany, NY 12205, United States
NUMBER: +1 518-477-6686
SERVICES: Advanced Tax Strategies, Alternative Investments, Company Retirement Plans, Employer Retirement Plan Solutions, Employer Sponsored Retirement Plans, Estate Planning, Investment Advice, Investment Advisory Services, Investment Options, Investment Strategy, Pension Plans, Retirement Accounts, Retirement Projections
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 – After a few years of watching informative and topical Greenbush Youtube videos on retirement planning and strategies, the time came to actually engage with Mike Ruger to review our situation and get detailed, executable advice and guidance. After a few emails and 2 in Person meetings, and a delivery of our statements expenses and expression of our goals, Mike and his (larger then I thought) Team produced a great summary , analysis ,projection and , advice and ideas on things we never knew were tangible and relative to our situation. We will follow the roadmap as long as we can, and at the appropriate time, consider handing it over to Greenbush for ongoing management. They are truly one of what appears to be a very FEW FEE ONLY advisors. Many who say they are, in reality, want to actually MANAGE your funds on a yearly basis, and charge Annually… If you have some Investing experience, have a rough idea what you’re looking for and can then execute the plan, Mike and his Team should really be high on your list to consult. It was a 1 time fee, and It was seamless, timely, and what we were looking for. – Donald Beier
REVIEW #2 – I would like to thank Mr. Michael Ruger for his exceptionally helpful insights, suggestions, and transparency. I found our exchange to provide precisely the type of insights I sought. Subsequently, I feel grateful for the chance to confer with a competent financial planning professional such as Mr. Ruger about a major decision with ramifications for our family. – SA I
REVIEW #3 – I spoke with Michael and Rob on the phone for a consultation and they were extremely helpful. My financial situation was relatively simple and I was looking for confirmation about my strategy moving forward. They were both knowledgeable, willing to teach and did not pressure me into anything during the entire interaction. Would recommend them to anyone looking for their services. – Andrew Neidnig
REVIEW #4 – Found these guys after they posted an educational youtube video about Spousal Social Security benefits. I emailed regarding questions on my personal situation and Michael was nice enough to recap my personal situation with some excellent information! – Dan Brooks
REVIEW #5 – Michael Ruger Provided very timely and clear advice regarding the issue of how to deal with an inherited IRA. Clearly he is well versed in the subject unlike other professionals I asked. – Kerry Abel
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Albany Financial Group
ADDRESS: 80 Wolf Rd #301, Albany, NY 12205, United States
NUMBER: +1 518-786-3300
SERVICES: Comprehensive Financial Planning, Education Planning. Financial Planners, High-Net-Worth Retirement Planning, Insurance Planning, Investment Advisor, Investment Management, Investment Strategies, Pre And Post Retirement Planning, Retirement Planning. Retirement Projections
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have so much gratitude and respect for this group. Everyone; including all the staff, has gone out of their way to help me as well as my husband in our financial issues. Although AFG was my husband’s financial group, they have embraced me and taken care of both of us prior and after my husbands passing. Steve Kennedy was his financial advisor and has gone out of his way to be helpful and supportive. Steve is very knowledgeable, honest and trustworthy. I would recommend AFG to anyone who is looking for a financial advisor as they will take care of you and direct you in a very positive way. Thank you all for all your help, guidance and direction – Barbara Yohey
REVIEW #2 – Our original financial advisor retired. He knew we were not happy with the group that we were with and recommended AFG. We took his advice and are extremely happy that we did. Steve and his team have done a remarkable job of helping us to be more relaxed about our finances. We have watched our retirement account be renewed and doing well. His team is the best at everything. They are there for you no matter the question or comment. If you are looking for someplace to help you with your financial needs, I highly recommend AFG. – Wayne Bolton-Engelhardt
REVIEW #3 – My wife and I have been clients at AFG since 1996, so there have been many encounters with many different employees. Every one of those experiences were conducted in the most professional way. As one might imagine each experience had a different nature: some joyous, some sad, some challenging, but all of them productive. Over the years my wife and I have dealt with all the employees. Some from the early days and some recent ones who are new to the firm. All are highly professional! We hight recommend Albany Financial Group when looking for a financial advisory firm. – Art Mattiske
REVIEW #4 – I was referred to AFG 6 years ago when I was in need of a financial advisor. I continue to invest in the financial planning due to the knowledgeable and personal advice and support I have been receiving, especially from Steve Kennedy. I meet yearly with them to review my financial accounts and can call at any time if I have questions. Staff at AFG are professional, patient and friendly. I highly recommend AFG to other individuals who are need of financial assistance. – Francesca/Mark O’Connor
REVIEW #5 – My wife and I have been with Albany Financial Group for about a decade. My in-laws have been with them for twice that long. I cannot begin to express how great they have been for us and our family. Steve Kennedy is the most attentive, decent, detail-oriented, thoughtful, and skilled person with whom I have ever worked in any element of my personal or professional life. At 57, I only wish I had moved my money to AFG decades earlier. But, after seeing how extraordinary they had been for my in-laws for ten years, we felt confident in moving all of our money to AFG from another, highly-respected firm.
They’re not stock pickers who sit back and let the rest of your financial life go unattended. Yes, they do a wonderful job of choosing sectors and funds, and that has been quite successful for us, but the greatest service they provide is a deep and detailed dive into every aspect of our financial lives. They interact in the most positive and helpful way with our accounting firm, our estate attorney, and anyone else who has an affect on our expenses, savings, and income. Their advice on estate planning, tax planning, retirement planning, and how to maximize several, large real estate windfalls, has been incredibly helpful.
Our sons have trusts that have been set up for them with AFG, but they also have burgeoning accounts of their own that they will continue to fund themselves as they advance in the workforce and build their own lives and careers. For the last 5 years, Steve and the team at AFG, to our great appreciation, have worked with each of our boys to help them understand how their money is invested, how their choices affect their future, how starting their retirement savings early will benefit them down the line, and they have boosted our boys’ financial literacy enormously. They take our sons and their small, personal accounts just as seriously as any multimillion dollar account we have. They understand our goals for our sons (that they build their own lives, careers, and wealth, which they are doing) while also educating them on how to manage what they will inherit one day (without ever disclosing real numbers to them at our behest). We feel confident in everyone at the firm, as every interaction we’ve had with every member of the team has always been incredibly positive.
In fact, my father recently passed and left me a very small IRA account at a very prestigious Manhattan firm, who were eager to keep the account and win my business with the hope that I’d move my own, personal assets over to them. Within a week, I had moved that account to AFG, too. There is truly nothing that can replace their brand of attentive and thoughtful advice and service. You really do have an incredibly close and personal relationship with them, and they treat you very much like family.
They have been exceptional to my in-laws and helped them, two state workers, build a formidable nest egg that is carrying them nicely through their retirement. They make clever and thoughtful suggestions about ways they can maximize their investments at their age, protect their principal, and prepare for their final years. They have been instrumental in coordinating their estate planning and structuring their current financial lives. My in-laws recently were able to start the process of moving into a very-high-end retirement community with step-up care. AFG filled out paperwork on their behalf, handled the financial aspects, assured my in-laws they could afford what they wanted, and checked, and double checked every step of the process. As the retirement community is in another state, AFG even set my in-laws up with a health insurance and benefits expert who was able to confirm that their NYS benefits would travel with them in the exact way they needed.
I am a deep cynic who trusts no one and believes in very little… but I trust AFG implicitly, I believe in their honesty and expertise, and I can’t recommend them highly enough. – Jack A.
Rosemont Financial Group
ADDRESS: 18 Corporate Woods Dr, Albany, NY 12211, United States
NUMBER: +1 518-621-7173
SERVICES: Estate Investment, Estate Planning, Estate Investment, Estate Planning, Family Wealth Planning, Fiduciary Risk Management, Financial Advisor, Investment Advisory, Investment Analytics, Investment Planning, Personal Strategies, Planning For Retirement, Retirement Accounts, Retirement Strategies, Savings And Investments
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 – Rene has worked with me since for several years. It is very clear that he truly cares about his clients. He is always available to answer questions. He is easy to talk to which is VERY important to me since I am no financial wizard!. I cannot say enough about Rene and the Rosemont group. I totally trust him and know he works hard on my family’s behalf. We feel very fortunate to have Rene on our side! – Colleen Knuth
REVIEW #2 – Rene is great!. He’s professional, personable and knowledgeable. He was my step fathers financial advisor and I met him when my step father passed away. He handled some beneficiary business for us and was very informative, and just overall genuine. Because of that, I moved all my accounts to him and very happy I made the change. Thanks Rene! – Anne Gorman
REVIEW #3 – I cannot say enough wonderful things about Rene Farrington and the Rosemont Financial Group. I have been with Rene for 15 years and he has always makes sure to inform me of what is happening to my investments, good or not so good and what we are going to do to take care of those investments. I currently live out of state, but Rene has telephone meetings with me every couple of months so that I know where I am with my investments and if I have any questions or concerns. I don’t worry about my investments because I know they are in the most capable hands, and because of that, I get to do what I want in my retirement. Thank you Rene! – Bonnie Schissler
REVIEW #4 – I came to Rene and Rosemont about a year and a half ago when I was thinking of retiring. I honestly was not very savvy when it came to financial planning and needed someone that was not only knowledgeable but also friendly and patient enough to answer all of my questions. He even met with my 90 year old parents to reassure them that my investments would be in good hands. He regularly meets with my husband and I and responds quickly to any emails that I may send him. I can’t say enough positive things about Rene and Rosemont. I also found out that several of my friends use Rosemont financial group and are equally as satisfied! I would refer everyone to him if I could! – Sue Tillman
REVIEW #5 – We have been clients of René for like ever and have never felt like we were not important! We have been through several on the ledge times and he has always talked us back and assured us that we were good. René has always been one of those people you count as a friend! We are very comfortable with René being in charge of our investment portfolio! Thanks René! – Sandy Malcolm
Capable Wealth
ADDRESS: 150 State St 4th floor, Albany, NY 12207, United States
NUMBER: +1 518-290-7723
SERVICES: Account Services, Advisory Services, Fee-Only Financial Planning, Holistic Financial Planning, Insurance Planning, Investment Management, Planning And Investment, Planning Services, Portfolio Management
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 – My husband and I have worked with Jared for several years. When we first connected with Jared, my husband and I were diving into new jobs post-college and just getting our footing with our finances. Jared has helped us gain confidence year after year in terms of financial planning. We’ve also gotten to know each other over the last several years and appreciate the personal connection we’ve developed with Jared. He has taken the time to get to know us — our goals, passions, and personalities — to ensure his financial advice is catered to who we are and what we’re looking to achieve. We highly recommend working with Jared! – Jamie Pavlovsky
REVIEW #2 – Working with Jared has been great. You can be as involved or separated from your finances as time and other constraints allow. He is open to meet you where you are-I have never felt shamed by him, and he gives me realistic advice. He is also open to meetings whenever his schedule allows. Whenever I have a question, I can just hop on his calendar and schedule a meeting-and no question is too big or small.
He also makes you feel like a part of the family! I can tell that he takes his relationships with his clients seriously. I can’t imagine having a different financial planner. – Rorie Duncan
REVIEW #3 – My wife and I have been working with Jared for about a year now. He’s done a fantastic job and I would highly recommend him to anyone that is wanting to start their financial journey. We immediately noticed Jared’s attention to detail and his willingness to listen to our specific needs and goals. We look forward to our continued partnership and sharing in our financial successes with Jared! – Stephen Sullivan
REVIEW #4 – I met with a few advisors and Jared was by far the most personable. He spent a significant amount of time getting to know me and my investment goals before delving into my finances and initiating a plan. Jared is sincere, thorough, and organized, making him a professional and trustworthy advisory. I feel confident working with Jared and highly recommend Capable Wealth. – Caroline Mroz
REVIEW #5 – My husband and I have been working with Jared for a few months now. It has mostly been work to get organized and in order for us to begin our financial journey, which takes a lot of work. Quite frankly, this is one of the main resons we reached out for support in the first place. Through all of this, Jared has been there every step of the way and has been a great resource for us. We are confident in Jared’s abilities. He continues to show dedication, great listening skills and mentorship in all of this. This stuff can be intimidating but Jared makes it easy. – Kathryn Chiappone
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