4 Best Gold IRA Investment Companies Near Me in Bel Air, MD – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Harford Financial Group
ADDRESS: 836 S Main St #105, Bel Air, MD 21014, United States
NUMBER: +1 410-838-2992
DESCRIPTION FROM BUSINESS: At Harford Financial Group, we believe in living the best life possible with the wealth you have. Our holistic approach goes beyond managing money — we help you use your finances as a tool to live a life full of purpose surrounded by what matters most to you. In short, we aim to help you achieve inner wealth, too.
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 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 – Harford Financial Group’s leadership and team is sincere in their desire to serve their customers. Their standards are high, and that means an exceptional customer experience! – Kristy Mumma
REVIEW #2 – Best team of advisors led by a gifted financial genius. Visited the impressive Bel Air office and met most of the staff. I would highly recommend entrusting your future here. Thank you! – Rich Valdez
REVIEW #3 – Wanted to share my thoughts on this Firm and specifically Melissa Mullan. We have been working with Melissa and her group now for probably 7-8 years now. I cannot say enough good about this entire group. From the front desk, who promptly and so professionally deal with any questions we may have, to the specifics of both my Business and my husband and I’s retirement plans Melissa Mullen and the group have helped us to feel comfortable and confident with our retirement plans. Thank you for all you do! – Kris Cresco
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Harford Retirement Planners, LLC
ADDRESS: 510 S Main St, Bel Air, MD 21014, United States
NUMBER: +1 443-567-5322
DESCRIPTION FROM BUSINESS: We’re a local independent firm of financial professionals. We work with individuals and families who don’t necessarily have the time or experience to invest and plan their finances confidently…
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 – This was the first time I’ve ever chatted with a financial advisor, and I’m glad I met Joe. His approach was to make realistic financial decisions within my budget and goals, without forgetting about overall life health and wellness. No complicated finance jargon, with sound advice. I like there approach to financial health, trust them, and would highly recommend. – rachel rush
REVIEW #2 – We recently met with Steven Maxwell at Harford Retirement Planners and it was an extremely informative meeting. Steven was very knowledgeable about the market, our options for retirement, and the best choices for the direction we’d like to go. The meeting itself was a big help to us, and Steven has continued to be helpful with regards to evaluating our 401k selections and suggesting changes. I highly recommend seeing Harford Retirement Planners if you have any questions at all about your current or upcoming retirement plans! – Felisa Rolfes
REVIEW #3 – Joe has been helping our family make informed financial decisions for the past several years. We continue to be impressed with Joe’s professionalism and knowledge. He has guided us in the right direction regarding our investment, insurance and 529 college plans. He is incredibly responsive and his investment philosophy and process is easily understood. We can’t recommend Joe and Harford Retirement Planners enough! – Kristi Ward
REVIEW #4 – We came to Harford Retirement Planners confused and feeling defeated. We had been working with another advisor for over two and had nothing to show for it.
Joe and his team looked at our goals and future plans then explained how our money could be working better for us. We were grateful that we didn’t feel pressured to change anything but instead we’re educated on what would be more beneficial for our family.
To top it off they were very welcoming of our 2 year old joining our meeting and provided toys to keep him occupied. We are so thankful To have found them! – Sarah Frausto
REVIEW #5 – We had the pleasure of meeting with Joe and Mike today to discuss our financial plans including a path toward savings for a new home and funding college expenses for our two children. They conducted a deep dive into our current situation and included recommendations to put us in a good spot toward meeting our financial goals. They provided a warm, welcoming atmosphere to put us at ease and we knew we were in good hands. Looking forward to working and planning with them more! – Stephanie Dietz
REVIEW #6 – My husband and I had an appointment with Joe and Steve on Feb 17th to make some important decisions about our retirement plans, as well as get some much-needed advice on how to manage our current budget situation. I was feeling a bit uneasy before the appointment because I didn’t really know what to expect and didn’t want to feel judged. My husband and I are both in our late 40’s and had been feeling like our retirement plans were severely lacking a…. plan. Joe and Steve quickly put all of our worries aside. They made us feel very comfortable by being very laid-back and non-judgmental. The conversation was easy-going and more like a few friends talking. They made some sense of some investments that I had made when I first started working over 20 years ago, and explained all of our options moving forward. I highly recommend Harford Retirement Planners to assist you with your financial plans. – Mussini Family
REVIEW #7 – Joe is great! This review is long over due. A few months back Joe was willing to give my teenage son an Investing 101 crash course. Joe was very detailed in explaining the industry and business to my son. I was just impressed that Joe was willing to share his knowledge and we currently aren’t even clients! Thank you Joe! – Paige Sento
REVIEW #8 – I have been working with Steven Maxwell though Harford Retirement Planners and I could not be more satisfied with the services that he has provided. He gives me the individual attention that I need to make sure that I am adequately prepared for retirement when the time comes. He is always willing to sit down with me and look at my financials and always makes sure to understand my goals and timelines. He is unbelievably responsive and takes the time to explain everything to me in words that make sense to me. I look forward to Steven handling my retirement funds for years to come! – Kirsten Smulovitz
REVIEW #9 – I met with Mike Crumley to discuss retirement planning and he couldn’t have been more helpful. He is super knowledgeable and puts you right at ease, translating the intricacies of market history and strategy into very easy to understand layman’s terms. He set up my accounts quickly and was very responsive to any questions I had. I highly recommend him and Harford Retirement Planners! – Kaysy Crumley
REVIEW #10 – Joseph Conroy has been my advisor for years and he has done a fantastic job! Not only with managing my money and helping me plan for retirement but he explains it all in a way that makes sense. Highly recommend Harford Retirement Planners…and Joe! – Cheryl Adams
REVIEW #11 – Met with Mr Steve Maxwell he spend a lot of time with my wife and I going over our financial health as we face retirement. Went over several options and took the time explain each and every option we faced. With a lot of back and forth we landed on a strategy that we felt benefited us the best. Extremely happy going with Harford Retirement Planners. – John Moeller
REVIEW #12 – I really can’t recommend Joe and his team at Harford Retirement Planners enough. Anytime I see someone looking for financial guidance, I immediately suggest they contact them!
I met with Joe and Mike just the other day to go over moving some funds. Joe put everything is the simplest of terms for my own understanding as this isn’t something I really am familiar with. He presented a few graphs and visual examples which definitely helped to gasp what we were doing. Mike got all the paperwork in order and explained everything as we went through it to sign. Zero issues at all!
I also need to say that I felt like the most important client in their portfolio as I entered the gorgeous office spaces. My name was shown on a large TV screen in the waiting area, welcoming me. It might be a minor detail in the grand scheme of it all but the little things do add up.
I’ll continue to use Joe, Mike and everyone at Harford Retirement Planners for years to come. – Kara Selvag
Town Capital – Ryan Townsley, CFP®, RICP®, CPWA®, TPCP®
ADDRESS: 112 W Pennsylvania Ave Suite 301, Bel Air, MD 21014, United States
NUMBER: +1 410-864-0209
DESCRIPTION FROM BUSINESS: We Help Nuclear and Energy workers, Engineers, and other analytical people All Over the Country… -Retire earlier and spend more, resulting in a more enjoyable retirement…
OFFICE HOURS
| Mon | 9:00 AM – 9:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 9:00 PM | |
| Wed | 9:00 AM – 9:00 PM | |
| Thu | 9:00 AM – 9:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | 9:00 AM – 12:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I highly recommend Town Capital. Ryan has been wonderful to work with. He has made my transition to retirement comfortable and easy. He is very good at explaining things and patient with questions. We interviewed several financial advisors before committing to Ryan and have been very happy with our decision. – Stacie Barlow
REVIEW #2 – After having my second kid, I knew I needed some help managing my assets. I found Ryan by looking for local fee-only financial planning services as I wanted someone I could talk to face to face. In addition, his approach to personal finance was right in line with what I wanted to achieve. Ryan has helped me put together a plan for my assets and what the next 10+ years look like. Highly recommend Ryan to anyone looking for a solid Financial Advisor. – Brian Ross
REVIEW #3 – I would recommend town capital for all your financial needs. They have helped me tremendously because I had lots of questions and wasn’t very prepared. They helped guide me through every aspect of retirement. – Sherri Hickey
REVIEW #4 – Town Capital is a full service firm that I believe strives to provide their clients with a plan that best suits their individual needs. Ryan has a wealth of knowledge, which he backs up with the latest software analysis tools. He is open to any questions I may have and has excellent responses for my concerns. Town Capital has also provided me with connections to estate planning and insurance professionals who provide services to compliment my financial plan. Ryan is extremely interested in my financial well being and retirement success. I highly recommend Town Capital. – Brian Jacobs
REVIEW #5 – We have had an excellent experience working with Ryan at Town Capital. He is well qualified and made my wife and I comfortable immediately. By helping us identify our goals for the future and listing smart investment choices, Ryan was instrumental in helping us retire before the age of 60. There was much discussion before sound decisions were made. Ryan has provided great advice at a great value. Would highly recommend Town Capital for your financial management. – William White
REVIEW #6 – I selected Ryan Townsley with Town Capitol as my financial advisor last year as I was looking for an independent, fiduciary, Certified Financial Planner in preparation for my retirement.
Ryan has worked diligently to assist me in consolidating and adjusting my assets in a relatively short period of time so that I am now well positioned for retirement.
His communication has been excellent; providing me with the information that I need and assuring that my concerns, preferences, and personal circumstances are considered in the process.
I am looking forward to working with him into my retirement and now feel much better prepared for the future. – Steven Wilson
REVIEW #7 – Town Capital provides a comprehensive and thorough financial plan. The time spent to customize a plan based on my wants and needs was fantastic. Ryan ensured I understood the process and was confident in my future. – 5e3tweed
REVIEW #8 – Town Capital LLC -Ryan Townsley CFP is a professional financial planner and retirement expert that is quite knowledgeable in the various strategies for preparing clients for retirement and managing assets in retirement. I would give the firm 5 stars based on the customer service and professional knowledge for pre-retirement planning and retirement income strategies.
There are two approaches when working with Town Capital: consulting with a fixed fee to establish a retirement portfolio for pre-retirements / to establish reliable income flow for retirees that have entered into retirement, or using the firm to place assets under management (AUM) where the firm actively manages assets in retirement based on the clients risk tolerance and the cash flow needed during retirement. Ryan takes time to explain to clients the various investment strategies and withdraw options which we found very helpful and reassuring. For Town Capital to actively manage accounts an annual fee is required.
Initially, my wife and I just consulted with Town Capital LLC to assist with tweaking our portfolios for retirement as “ do-it-yourself” investors. This was fine as we entered into retirement, but I realized that my knowledge and time available to actively trade to maintain growth and required cash flow withdraws can be a bit overwhelming. Also, I lacked all the expensive software to review and make sound investment planning. Therefore, we decided to put our assets under active management with Town Capital. We meet with Town Capital, roughly quarterly to discuss our risk tolerance, investments and withdraw options, the firm also provides workgroup meetings with other clients to discuss: market conditions, tutoring for establishing Long Term Care (LTC), establishing Revocable Trusts, Will Planning, Social Security withdraw options, Medicare option planning and tax strategy planning in retirement (i.e., IRA – Roth Conversions and RMDs.) Although, we were provide all these services privately during our consultations with Town Capital; it was nice to go through this tutoring again with Ryan and his professional guests on Zoom meetings with other clients. Town Capital is networked with a group of professionals (e.g., insurance agents, estate and tax attorneys ) that can assist with establishing these retirement planning needs.
My wife and I are very happy and comfortable working with Ryan Townsley to assist with our retirement planning which allows us peace of mind to enjoy our time free of work and worries. We are assure that we will continue have steady income flow based on our cash reserves, pensions and Social Security without the need to be fixated on the day to day markets ups and downs. – Dave Wilson
REVIEW #9 – We hired Town Capital for an assessment to build a long-term financial plan. The difference in advice compared to what we received previously from our 401(k) providers was night and day. From our first conversation with Ryan Townsley, it was clear we were getting a much higher level of detail, insight, and personalized guidance.
The level of detail Ryan and his team (especially Amanda) provided through interviews, analysis, research, and the final report was truly impressive. They took extra time to encourage questions and made sure we fully understood even the most complex parts of the plan. Ryan’s passion for financial planning and his genuine commitment to his clients really stood out.
We now feel confident that we have a clear path forward and a true understanding of our financial picture. Town Capital exceeded all our expectations. Highly recommended. – Michael Ingoe
The Athena Team
ADDRESS: 418 S Main St, Bel Air, MD 21014, United States
NUMBER: +1 888-680-8150
SERVICES: Financial Professional, Retirement Planning, Financial Planning, College Fund, Safe Growth, Lifetime Income, Qualified Retirement Plan
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 – For once, I don’t feel like I should have a $ sign in front of my name. I believe that Sherri genuinely wants to see my wife and me accomplish our financial goals! – Mike Doyle
REVIEW #2 – I came to Athena seeking to combine a small IRA with another underperforming account. Over the years I didn’t pay much attention to these accounts. After deciding to combine them I realized how much both underperformed. The previous management company gave me little to no advice. I inquired on line about other investment vehicles, only to have my phone blow up. Most of the people I talked with came across as overbearing car salesman. It was at this time I spoke with Sherrie Over from Athena. She is knowledgeable, calm and helpful. She was sympathetic to the mistakes I made but didn’t come across as condescending, as others have. She is pleasant to talk to. She returns phone calls and appears to like what she does. Overall, my experience with Sherrie and Athena was very positive. I wish I would’ve met her 10 years ago – Nick Dubich
REVIEW #3 – Working with Sherri and The Athena Team was a wonderful experience. Sherri gave me confidence in planning my retirement and peace of mind that I am now headed in the right direction.
If you are looking for an advisor that listens to your needs and concerns and then puts a comprehensive plan together that address each need, The Athena Team is where you want to be. – Beverly Butts
REVIEW #4 – I enlisted Sherri to help me navigate through my Medicare enrollment. Her knowledge made the process painless. She has been a pleasure to work with and is now assisting me with another issue. I highly recommend Sherri and the Athena Team. – Hope Pearce
REVIEW #5 – Sherri with The Athena Team is wonderful to work with. She always looks out for my best interest. – Susan Greco
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