4 Best Gold IRA Investment Companies Near Me in Annapolis, MD – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Connect Wealth
ADDRESS: 1906 Towne Centre Blvd # 270, Annapolis, MD 21401, United States
NUMBER: +1 410-339-0793
DESCRIPTION FROM BUSINESS: We help with retirement preparation, tax awareness, estate planning, insurance optimization, investment portfolios, and many other areas of financial planning.
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – If you’re looking for expert, professional, yet friendly investment and life planning advice, look to Connect Wealth. Kevin and his colleagues have provided us with outstanding advice and service and assisted us in preparing for retirement that keeps us at the standard of living that we’re accustomed to. Highly recommend them! – Vince Rodriguez
REVIEW #2 – Working with Connect Wealth has been a great experience. Kevin is very responsive and has impressed us with his thoughtful and thorough consideration of our financial needs, both for now and the future. – Susan G
REVIEW #3 – Kevin and Greg at Connect Wealth have been great advisors. They understand our needs and have made us confident in our wealth planning. – Bryan Derr
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MDRN Capital
ADDRESS: 1997 Annapolis Exchange #300a, Annapolis, MD 21401, United States
NUMBER: +1 667-222-0060
DESCRIPTION FROM BUSINESS: MDRN Capital was started with the vision of a better, more efficient retirement planning experience that could be delivered easily to anyone regardless of location. This means not only income planning, but also institutional level investment management, tax planning, Medicare planning, and estate planning services…
OFFICE HOURS
| Mon | 8:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 8:00 PM | |
| Wed | 8:00 AM – 8:00 PM | |
| Thu | 8:00 AM – 8:00 PM | |
| Fri | 8:00 AM – 8:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We recently retired and began planning for this next chapter in our lives including a major downsizing effort and a diligent concentration on our financial picture that would underpin our next era. We researched and came across MDRN Capital through a facebook ad and followed up, not really knowing what to expect but the marketing ad sounded good to us. A follow-up with Will Cirksena took place and we immediately made a connection. Will listened to our big picture goals such as long term health care planning, and reasonable returns on our savings which would be converted from a 403b account. The following months was a sequential step by step process that Will led virtually with us. Each step was logical and methodical, and Will took the time to go over details until he was certain that we fully understood everything. No questions were too trivial and he took the time needed to ensure we understood options and an eventual going forth plan. After a couple of months we have all elements wrapped up and we are completely relieved and grateful that we met Will and look forward to ongoing check-ins as needed. It is comforting to know that we know MRDN capital has our best interests in mind and we simply don’t have to worry about this at all now but can instead just concentrate on our new lifestyle, grandkids, and each other. – Mike and Jackie Ellis
REVIEW #2 – Working with my advisor at MDRN Capital was confidence building for me. He formulated a plan after assessing my future needs, explained the plan thoroughly, and executed the plan in a timely and seamless manner. I feel on board with the MDRN Capital program! – Martha Meredith
REVIEW #3 – I’ve had a great experience with Jason Main. I started investing with MDRN Capital over 6 months ago and I’ve had great results. Of course this is easy when most of the market is constantly going up, but even when the market was significantly down back in April, my account with MDRN was still having positive returns.
Jason is very knowledgeable and really took the time to answer all my questions. I never felt pressured to sign up. It just made sense to do it. I felt very comfortable with his approach and strategy. I want to finish by saying that MDRN Capital’s fees are better than those of other investment companies. – Jose
REVIEW #4 – I am very impressed with MDRN Capital and the process of switching from my previous investment firm was so easy. Tony Bagneschi’s initial consultation was so in-depth and it was obvious he took great notes in order to prepare for our next call so I could decide if I wanted to become a customer. His knowledge and approach was calm and not a sales pitch. I look forward to years of Tony’s expertise as I prepare for my retirement. I highly recommend Tony and the MDRN team. – Kurt Steinhauser
REVIEW #5 – I would like to provide a very complimentary review for Jeremy Jones and my satisfaction with his handling of my investment opportunities and portfolio. I am reaching retirement age and was looking for a fiduciary advisor who would be more hands on and responsive to my investment opportunities and transition to a more conservative approach to my IRA savings account as I near retirement age. I had been dealing with the roller coaster pattern of growth and loss for several years with another investment company and was not getting the personal service from the previous advisor. Jeremy quickly learned my investment “personality” and recommended the best approach to gear my current portfolio to achieve a fair growth pattern moving forward. When I reach out to Jeremy, he is very responsive and schedules timely meetings with me. He answers my question and explains to my understanding. I appreciate the time he spends with me and educates me. Retirement investing is not my strength and I rely on his expertise to steer me in the right direction. We have developed a professional relationship which is very much appreciated. Thank you Jeremy for your extra efforts and patience with me! – Debbie Mayer
REVIEW #6 – Austin Tharp is an outstanding advisor—hardworking, friendly, and genuinely down-to-earth. He took the time to listen, understand my situation, and guide me through options I never thought were possible. I didn’t believe retirement was within reach, but thanks to his expertise and encouragement, I now feel confident about my future. He truly is the best advisor we’ve worked with. – Lynda Tharp
REVIEW #7 – Austin Tharp is an incredible financial advisor along with being a great person! He’s well versed as a FA and we rely on his wealth of knowledge when deciding what’s best for our future finances. Would 100% recommend Austin as your next Financial Advisor. – Tyler Glisson
REVIEW #8 – When it came to my finances and retirement, I honestly felt lost and unsure where to start. My financial advisor, Jeremy Jones, changed that completely. He guided me step by step, always taking the time to explain things in a way I could understand. His patience, kindness, and genuine care made such a difference. Thanks to Jeremy, I now feel confident and at peace about my retirement. I’m truly grateful for all his help and support…he’s the best! – Ana Maria Hernandez
REVIEW #9 – Austin Tharp was an absolute pleasure to work with. He helped my fiancée and me get fully prepared to manage our money and assets with confidence before we officially tied the knot. From start to finish, he made the entire process incredibly easy to understand while still being extremely thorough in every aspect.
Austin took the time to explain our options clearly, answered all of our questions, and made sure we felt comfortable and informed every step of the way. His professionalism, knowledge, and genuine care for our financial well-being truly stood out. We left feeling organized, confident, and excited about our financial future thanks to his guidance.
I highly recommend Austin Tharp to anyone looking for a knowledgeable, patient, and trustworthy financial advisor. – Andrew Calix
Built For Life Financial Agency
ADDRESS: 147 Old Solomons Island Rd Suite 200, Annapolis, MD 21401, United States
NUMBER: +1 240-375-0404
DESCRIPTION FROM BUSINESS: Delivering the sophisticated wealth strategies high-net-worth individuals need to create legacies built for life. We’re not a traditional wealth management firm. We focus on strategies that actually move the needle: tax optimization, estate planning, asset protection, and coordinated execution…
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 – It is great to work with an agency whose main priority is educating their clients and asking enough questions to specifically design a plan that fits their needs. Highly recommend this company. – Dianne Loflin
REVIEW #2 – I absolutely love working with this team! They do what is right for the client! BFL is an amazing agency! They took the time to educate us about how money can work for us, and helped us set up a retirement plan. We have referred so many people to them! – Ashley Harrison
REVIEW #3 – Built for Financial Agency is an agency with high integrity and quality agents! We have been extremely pleased with their professionalism and how they put the clients needs first! We were amazed at how they can help with so many areas of life from savings, retirement, college planning and so much more!! So thankful we were referred to them!! – Nancy B
REVIEW #4 – Working with a company that has faith, family, fitness and finance as their core principles, gives me a great sense of confidence that I am getting the best service, advice and follow-up available. – Dianne Loflin
REVIEW #5 – The service that you receive at BFL Agency is more like an experience. The services provided and the attention to detail given to each client is some of the best I’ve been in the industry today. It’s all about relationships. – Michael Mastrangelo
REVIEW #6 – Fantastic service, wowed me. Also the plethora of services available in different financial niches is incredible, I highly recommend talking with them! – Elisha Springsteen
REVIEW #7 – It’s very clear that the BFL Agency wants to serve their clients and community. Their service is impeccable. The admin assistant was great, nice demeanor and very helpful. – Scottie & Renee Hendrix
REVIEW #8 – I have had the ability to get to know the team of agents working within Built for Life Financial Agency. All are extremely knowledgeable and provide superior guidance on protecting families whether it be for retirement or life insurance. – Teresa Mason
REVIEW #9 – I recently had the pleasure of working with the Built For Life Agency and I must say that my experience with their financial services and life insurance offerings has been nothing short of outstanding. From start to finish, they have displayed a level of professionalism and expertise that is truly commendable.
The range of financial services offered by the Built For Life Agency is comprehensive and impressive. Whether it was retirement planning, or life insurance policies, they provided me with a wide array of options to choose from. Their team took the time to explain the intricacies of each product, making it easier for me to make informed decisions that aligned with my long-term financial goals.
Everyone at the BFL Agency have exceeded my expectations, and I am confident they will do the same for you. – Curt Narvesen
First Command Financial Advisor – Art Gibb
ADDRESS: 121 Cathedral St Suite 1B, Annapolis, MD 21401, United States
NUMBER: +1 410-263-8201
DESCRIPTION FROM BUSINESS: Art Gibb joined First Command Financial Services as a Financial Advisor in December 2019, following a 28-year career in the United States Navy, where he attained the rank of Commander…
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 – Art did a fantastic job walking us through the financial plan he developed for us, and more importantly, illustrating the “why” behind the strategies he was recommending. The tools he used were extremely intuitive and were laid out in a very digestible/logical manner for clients who might lack a high level of financial literacy. He drew up multiple scenarios that were all tailored to our current situation and future expectations while balancing all of the unknowns with a thoughtful and transparent consideration of risk tolerance. It was clear that First Command, and specifically Art, are committed to going the extra mile not only to get to know their clients and understand their situation, but also to ensure they feel comfortable and empowered to dictate any decisions or strategies being considered. – Larson Scott
REVIEW #2 – Mr. Gibb is fantastic at his job. He is extremely knowledgeable about the financial field and about the process of planning and set up. He cares about individual needs/goals. He is trying to keep people from making “a six figure mistake” and in that pursuit is completely honest. All questions were fully considered and answered. If I had to do it again, it do it again with Mr. Gibb. – Matthew Roth
REVIEW #3 – Mr. Gibb has been an impeccable financial advisor and has truly made an impact on me. I met Mr. Gibb at a seminar he was leading that focused on teaching military personnel the basics of investment and its importance. As a USNA Midshipman who had never invested a dime, I was new to the idea of financial planning, and Mr. Gibb introduced me to these new ideas and to First Command. I can proudly say that I feel so much more confident with my money and savings after meeting with Mr. Gibb, and the trust that he has established in our relationship shows how much he really cares about his clients and their future. He’s taught me amazing skills and has helped me feel more financially stable and economically free when it comes to investing in my future! – Ayotoye Oguntuase
REVIEW #4 – We have worked with Art for over 10 years and are very happy with the advice and quality of service provided. He explains things clearly and suggests various options, always considering our interests and concerns. Art is an outstanding professional whom I highly recommend. – Susan Navarro
REVIEW #5 – Working with Art for as our financial advisor has brought my wife and I peace of mind for our retirement finances. He lays out in an easy to understand way how our finances will look in the near and long term based on how we are spending, with our goals in mind. Personable and easy to talk to, he listens to what our issues and plans are and discusses those goals without dismissing them outright and is able to show us how those deviations would impact our retirement savings. Can’t thank him enough for all his help and I would recommend him as a financial advisor to anyone. – Dean Woodard
REVIEW #6 – Art Gibb and his team have been absolutely phenomenal in helping me save, invest, and learn how to make my money work for me. Art is humble, compassionate, patient, professional, and organized. He has not only helped me manage my accounts, but has devoted time and energy to ensure I was knowledgeable on all of my options. Truly invested in my financial goals, easy to communicate with, and always goes the extra mile to make sure I am taken care of. Highly recommend- 10/10!! – Jenna Weiner
REVIEW #7 – My family and I had the pleasure of working with Art on several occasions very recently. I have been banking/investing with First Command for 22 years and Art is the standard to which we compare our previous experiences with advisors. Simply put, Art is awesome! He has the professional ability to explain approaches to achieving financial independence in a way that is logical and easy to understand. Even more important, he is accessible and has the patience to answer questions so clients are comfortable with the choices they make. Underpinning all of this, Art is a retired military officer and understands very clearly the nuances of military life and pay situations. A military client immediately has common ground with Art. I highly recommend Art Gibb to any military member or family who is seeking wise and proven financial counsel! – Mitchell Finke
REVIEW #8 – As someone who has 10+ years in the financial services industry, the service I receive at First Command is a cut above the rest. I was introduced to First Command a few years ago as my father bought life insurance through Art for me. Art reached out to me to introduce himself as my financial advisor. Making the decision to meet with Art has truly been the best financial decision I have made and I have truly enjoyed our relationship. Art has challenged me and has given me perspective that has set me up for financial success for years to come. I have referred other family members to him and they also feel similarly. I am recently engaged and one of my first thoughts was to reach out to Art with my fiancé to see how we can navigate this new chapter of our lives. Art knows what it means to put clients first which truly aligns with First Command’s vision. We are customers for life! – Bri Gibbons
REVIEW #9 – I have been a client of FirstCommand Financial Services for over 40 years and have always been impressed with their service and attribute this lifelong relationship to the success of our financial circumstances. We recently met with our local representative, Art Gibbs, to review our life insurance policies and make some necessary beneficiary changes.
Art was incredibly knowledgeable and helpful. He took the time to understand our unique circumstances and goals, and then provided us with clear and concise advice on how to best protect our assets. He also helped us understand the different options available to us, including the pros and cons of each. We are very grateful for Art’s expertise and guidance. We highly recommend him to anyone looking for financial advice.
Here are some of the things that we appreciated most about Art’s service:
He was patient and understanding. He took the time to answer all of our questions in a way that we could easily understand.
He was knowledgeable and experienced. He was able to provide us with valuable insights into our financial situation.
He was trustworthy and ethical. We felt confident that he had our best interests at heart.
He was responsive and communicative. He always got back to us in a timely manner.
If you are looking for a financial advisor who is knowledgeable, experienced, and trustworthy, I highly recommend Art Gibbs. He is a true professional who cares about his clients. – Robert Houle
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