4 Best Gold IRA Investment Companies Near Me in Easton, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Valor Investments and Planning
ADDRESS: 109 N 4th St, Easton, PA 18042, United States
NUMBER: +1 484-546-2522
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, 401k management, Advisory Solutions, Group Retirement Plans, Investment Advisory, Investment Strategy
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 experience with Valor Investments and Planning has been outstanding. The team’s personalized approach to financial planning and investment management made me feel valued and understood. Their expertise in navigating complex financial strategies, coupled with transparent fees and advanced online tools, has significantly contributed to my confidence in my financial future. Valor stands out for its professionalism, integrity, and client-focused service. I highly recommend them to anyone seeking comprehensive and customized financial guidance. – Marcus Millen
REVIEW #2 – Jake Millen and the team at Valor Investments and Planning have been instrumental in securing my financial future. Their expertise, personalized approach, and commitment to transparency have made them a trusted partner. I highly recommend Jake Millen and Valor Investments and Planning to anyone in search of top-notch financial guidance. – Joseph Ricker
REVIEW #3 – My 5 star review comes with the utmost confidence this team of Investment and Planning professionals have their client’s best interest at the forefront of their advice and decision making! When depending on sound, strategic, and moral guidance, look no further, you’re in the best hands with Valor! – Debbie Snyder
REVIEW #4 – My cousin, Jacob Millen, at Valor Investments and Planning has been superb in assisting me in preparing for my future and wisely stewarding my assets. I highly recommend he and VIP to anyone looking for a quality financial advisor. – A Google User
REVIEW #5 – I’ve worked with Valor for years now and I can’t say enough good things about them. The guidance I’ve received over the years has taken me from a first-time investor to an accredited investor in a matter of a few years. They have paved the path to retirement for me! – Luke Pickel
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Coordinated Wealth
ADDRESS: 3101 Freemansburg Ave 1st Floor, Easton, PA 18045, United States
NUMBER: +1 610-216-7484
SERVICES: Estate & Legacy Planning, Financial Planning, Investment Advice, Investment Planning, Retirement Planning, Social Security And Medicare Planning, Tax Consulting
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 – Coordinated Wealth is a prestigious company and their employees go above and beyond for their clients! My husband and I had the pleasure of meeting Louie Tita 6 years ago and have been working with him ever since. Louie helped us save thousands! He enlightened us on different types of wealth strategies. He even helped us with the financial planning aspect of our business. This is the first Financial Firm that I worked with that truly cares about their clients. They have integrity and they’re very informative. I would definitely refer them to everyone!!! – Rodnique Koonce
REVIEW #2 – Louis and his team at Coordinated Wealth helped my wife and I strategically plan our retirement and invest our finances to meet our future goals. Louis and his team are very professional and dedicated to their clients needs above their own. Louis has made himself available to answer any questions I might have. My wife and I are new clients of Coordinated Wealth for six months and I highly recommend them for any future or present financial Planning you may require. – patrick cardone
REVIEW #3 – My husband is approaching retirement and, as most people do, felt the need to make sure all of our financial ducks were in a row. We had not had good experiences in the past with financial advisors and needed to talk to someone that we felt we could trust. Enter Louie Tita. From the beginning, Lou went above and beyond to explain things and help us feel comfortable. He has been an incredible resource and has tremendously put our minds at ease about our financial situation and retirement. He is not just an advisor, he truly cares about the people that he works with and that caring is matched by his level of experience and expertise. We would highly recommend Lou to anyone looking for advise in the areas of finance and insurance!!! – Wendy Davis
REVIEW #4 – My wife, Christine, and I met Louis (Lou) Tita several years ago. We formed an immediate bond with Lou who had become a trusted member of out family and a confidant who has provided us with excellent advice, tempered with a knowledge that our best interest comes before anything else. Lou treats us like members of his own family and guides us like a son would guide his parents in making important decisions. Anyone who is seeking a secure future for themselves and their loved ones absolutely should sit and speak with Lou. You may find his equal but you won’t find anyone better to work with as you move toward the rewards of retirement. – David Krem
REVIEW #5 – My husband and I have known Louie for a long time. He was also our life insurance agent before Coordinated Wealth. We wanted to invest some money we had received and met with Louie. It was amazing the avenues we had to choose from. Louie didn’t care how many questions we had or how many times he had to explain something to us. He asked us questions about things we never thought about. Each time we came out of a meeting with him we were stoked, wondering if this could really happen to us. In the course of about a year, we were on the road to retirement. I truly believe anyone should at least talk to him! You may be very happy just like my husband and me. If he would not be a good fit for you for whatever reason, you will have nothing lost, BUT you could have everything to gain if he is. He is definitely worth your time!
I must also mention that he has a wonderful team to help with all of your financial needs. Louie introduced us to Kristi Lutes to put together a plan that helped sell our business. She included everything about our business in such a well written no nonsense package and to her we are greatly appreciative! From there we were introduced to Jonathan Bath who has been so helpful in steering us into the right direction with our road to retirement. We have also met with Jill Wentz to handle our income tax. She went above and beyond to make sure all went well with some unusual circumstances we had. We also have our homeowners and vehicle insurance with Mearhoff’s which is in the same building as all the professionals I mentioned. It’s so nice to be able to trust these people and have them all in the same building should we have questions or need help! They have become friends as well as business associates! How lucky are we! – Lynne Hill
Hawk Financial Group
ADDRESS: 101 Larry Holmes Dr Ste 312, Easton, PA 18042, United States
NUMBER: +1 610-500-5000
SERVICES: Advisory Services, Investment Advisory Services, Investment Analysis, Ira / Roth Ira / 401k Rollovers, Ira/401k Rollovers, Portfolio Analysis, Portfolio Review, Retirement Income Strategies, Retirement Strategies, Social Security Analysis and Social Security Strategies
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Keith at Hawk Financial Group is amazing! Trying to navigate the market and personal finances during a time of such instability is not easy. Keith walked me through investment interests that made sense for me and my situation. He really cares about managing my accounts in a way I feel comfortable and is always available to answer questions and provide advice based on sound practice. – Chris Del Vecchio
REVIEW #2 – Keith has been my Financial Advisor for several year. He is knowledgeable in his field. I am very pleased with the services I received from Hawk Financial Group. I have and will continue to recommend Keith to my friends, family members and associates. Keith is friendly, easy to talk and is looking out for his clients best interest. – Bonnie Osorio
REVIEW #3 – Keith was a pleasure to work with! I just turned 66 and needed someone to take me through this new period of our lives. We were looking for safety financially and wanted to continue earning at the same time. Keith did this for us and much more! Now I don’t have to worry about losing my nest egg like I did back in 2008! – gary pieretti
REVIEW #4 – I never bothered much with my retirement and previous accounts I had until I met Keith. He showed and explained to me what I could do differently to make more. I now moved all my accounts to him. Keith is very caring and trusting and I highly recommend Keith to everyone I know. – Karen Solt
REVIEW #5 – When I first set up my meeting with Keith, I was not educated in how all the moving parts of investments work, but by the end of session I felt comfortable in my decision to hand over the reins to Keith.
He took his time and made sure I understood all the strategies he would initiate on my behalf. I have full confidence in his abilities and decision making . Looking forward to a long and prosperous business relationship. – Kathie Groom
IAM Advisory
ADDRESS: 137 N 2nd St, Easton, PA 18042, United States
NUMBER: +1 610-258-3269
SERVICES: Financial Advice, Investment Advice, Investment Advisor, Investment Advisory Services, Investment Management And Financial Planning, Legacy And Estate Planning, Money Management, Planning For Retirement, Tax Advice, Tax Planning and Wealth Management
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 – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been a client of IAM Advisory for well over 30 years. From the first day I met Joe Parsons I was impressed with his professionalism and extreme knowledge. Over the years I have watched their company grow with both clients and professional staff. This is a tribute to the expert financial advice they always give. As you can imagine during that 30+ year time horizon there have been numerous up and down markets but because of IAM Advisory’s extreme knowledge and understanding of these business trends they were able to help all clients make the best financial decisions. I highly recommend IAM Advisory for all your investment needs. – Lou Camilletti
REVIEW #2 – I would highly recommend I AM Advisory. 3 years ago I was looking at the possibility of retiring early (age 60), I met with Steve he spent several hours with me answering questions and then he made time to help me fully understand the steps I could take to retire early. He continues help me plan for a long and happy retirement and to retain my assets into the future. My only regret is that I didn’t know I AM Advisory earlier, I would have had less stress years ago. – Andrew Burns
REVIEW #3 – I have been using IAM Advisory for many years and glad I have. Their invest strategy has helped me and my wife to purchase a property in SC. We eventually retired to this property. We continue to use their services and are looking forward to our future knowing they are handling our investments. Thanks to the team at IAM – Tim Steltz
REVIEW #4 – If you’re seeking experienced financial advisors who provide personalized financial planning and are genuinely committed to helping clients achieve their long-term wealth goals, I highly recommend IAM Easton. Their team combines deep expertise with a thoughtful, client-first approach, taking the time to understand your unique financial situation and objectives before offering tailored recommendations and a comprehensive plan. Just as importantly, they are accessible, transparent, and always willing to educate and answer questions, building trust and confidence throughout your relationship. They consistently provide honest, well-reasoned guidance that aligns with long-term goals rather than short-term market trends. I recommend IAM Easton to anyone looking for a dedicated partner in building, preserving, and managing their wealth. – M J
REVIEW #5 – My wife and I have been clients for over ten years.
We are impressed with IAM’s objectivity. They take a view on the investments markets based on considerable research. They share their views regularly with commentaries from both the tactical and strategic teams which brings value to the client.
Their approach to determining the right investment model for a client is very thorough. My advisor spent a lot of time with us determining what we want financially for the long term. A suggested investment portfolio was presented and supported by considerable data. Spending some time reviewing all the data gave me confidence we were doing the right thing.
Our advisor has managed our accounts through several market cycles. We make a decent return in up markets. And in down markets our portfolios are roughly half the percentage of the losses in the major indices. In my experience, long term investing success is based on managing the down side.
I am confident our positive relationship with IAM will continue for the long term. They have been a great match. – Peter Moeller
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