4 Best Gold IRA Investment Companies Near Me in Erie, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Roland Financial Wealth Management
ADDRESS: 3250 W Lake Rd, Erie, PA 16505, United States
NUMBER: +1 814-833-2999
SERVICES: Estate planning, Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Plans, Financial Wealth Management, Investment Advisor, Ira Legacy Planning, Retirement Income Strategies, Retirement Plan, Income Strategies, Investment Advice, Retirement Accounts, Retirement Strategies
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 – The whole team at Roland Financial has been great to work with since day 1. I looked at several Financial Advisors and never felt real comfortable with any of them until we met Roland and Jim. They take the time to listen to your needs and make sure you understand how they can best help you no matter how long it takes. If you ever need to talk to them they are always available. The whole team makes you feel like part of their family. I highly recommend them for any of your financial needs. – Scott Schlosser
REVIEW #2 – We have had a great experience working with everyone at Roland Financial. They really take the time to learn your expectations and explain the best options, always with your best interest in mind. Jim stays in touch, keeping us informed of market changes, and provides us with opportunities to help reach our retirement goals. Having Roland and the team manage our retirement plans has been a pleasure, removing all the stress. – Brian Hammer
REVIEW #3 – Roland is the consummate professional who always puts his clients first. Above all, he listens, and in doing so, his client’s goals become his goals. His integrity and wealth of knowledge enable him to communicate effectively by making complex concepts easy to understand. I recommend Roland wholeheartedly. – Wallace Knox
REVIEW #4 – We first met Roland and Leah at one of their meet and greets at Buffalo Wild Wings. We met with them several times before we decided to become their client. Roland spent a lot of time with us talking about our retirement plans and working with us to develop an investment strategy that was best for us. Over the years Roland and Jim have kept in contact with us and advised us as economic conditions in the country and our lives changed. They always have time to answer our questions and provide guidance based on what financial plans we have in the future. We highly recommend Roland Financial when we talk with friends and colleagues who are looking for someone to help them plan for retirement. – Judith Warren
REVIEW #5 – We had the first great meeting with Roland about retirement planning. We were asked if we wanted something to drink and we’re served coffee. The environment is quite unique and we had a great conversation with Roland. We have decided to request their services because Roland knows exactly which questions to ask to understand our situation. He asked him to set up a plan for us and are looking forward to his response. You don’t feel boxed in like with some other financial planning services. – Irida Sangemino
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White Oak Wealth Partners
ADDRESS: 100 State St Ste 503, Erie, PA 16507, United States
NUMBER: +1 814-835-4551
SERVICES: Financial planning, Investment advising, Tax planning, Wealth management, Financial Advisor, Financing Strategies, Investment Advisor, Investment Management, Investment Strategies, Savings And Investments, Retirement Accounts
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can’t say enough about my outstanding financial advisors at White Oak! I recently retired (at only age 60) after 26 years and I feel incredibly supported by this team. They have taken care of me, my family and finances for many years and I trust them completely. I highly recommend everyone who wants to retire someday – no matter how far away – that they get a financial planner and team as great as Mike, Travis, Amy and Tiffany! – Karen Rugare
REVIEW #2 – I am a truly grateful client of White Oak Wealth. I can’t recommend Mike and Travis highly enough! They have a remarkable ability to make complex financial concepts easy to understand. As someone who isn’t particularly well-versed in finance, I often felt overwhelmed when thinking about my investments and planning for the future. Mike and Travis take the time to patiently explain everything in clear, simple terms. No question ever feels too small or silly, and they ensure I fully understand my options before making any decisions. Their approach is not only professional but also incredibly supportive, and I feel much more confident about my financial future thanks to their guidance. If you are looking for knowledgeable, approachable financial advisors who sincerely care about your financial well-being, White Oak Wealth is the place to go! – susan zurn
REVIEW #3 – Mike, Amy, Travis, and Tiffany are amazing people. They have been so professional and understanding of what my wife and I are working towards. They are so knowledgeable whether it is short-term or long-term goals you may be after they are definitely the way to go. They also will make you feel like part of the family as well. We are so blessed and grateful to be connected with White Oak Wealth Partners both personally and professionally!! – Matt Marucci
REVIEW #4 – White Oak Wealth Partners was asked to administer the 401k plan with my employer many years ago. We would meet semi-annually to review my portfolio and make changes as retirement got near. Mike always shared his insight and opinion but always let me make my own decisions on any changes. Upon retirement, he offered some products which benefited our financial well-being. Even with the changes in the market, Mike and his staff have presented information which has always been favorable to our financial stability. We have and will continue to recommend them favorably. – Larry Hallberg
REVIEW #5 – Highly Recommended!
We initially began our retirement savings using traditional methods such as an employer 401k, money market, and savings accounts. These strategies were based solely on our own knowledge before partnering with White Oak Wealth Partners. While we were saving, we hadn’t explored other options or resources to fully optimize our financial outcomes.
White Oak Wealth Partners truly collaborated with us to grasp our personal and financial objectives. They crafted a customized plan tailored to our resources and timeline. They offered recommendations to optimize our returns and make our money work more effectively than we could manage on our own. They guided us through various options, including some unconventional ones, encouraging us to think outside the box. That’s where the magic truly happens. The results are far greater than what we ever anticipated.
My husband has been able to retire earlier than originally planned. With our current success and ongoing growth, we are now focusing on a more ambitious plan to expedite my retirement.
Above all, Mike, Amy, Travis, and Tiffany operate a business that emphasizes building, nurturing, and valuing relationships. They extend this approach not only to their clients but also to the community. We look forward to continuing our relationship well into the future. – Mattie Pollack
Runstedler Life & Retirement
ADDRESS: 4114 Peach St, Erie, PA 16509, United States
NUMBER: +1 814-920-6895
SERVICES: Retirement Planning, Individual Health Plan, Insurance Advisors, Life Insurance, Long Term Care Insurance, Medicare Planning, Medicare Supplement, Mortgage Protection, Portfolio Management, Social Security Planning, Universal Life Insurance, 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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Runstedler is top notch. Tim Franks took great care of my wife and me with our life insurance needs, making the process easy and stress-free. Ross and his team are also excellent for anyone seeking financial planning or investment guidance. Highly recommend! – Evan Rumbaugh
REVIEW #2 – Ross did a wonderful job helping us to start our retirement. Very professional, knowledgeable and helpful. There is so much to understand and many decisions to be made. Ross walked us through the financial part. Jamie helped to get us the best insurance for us. Grateful for both of them. We would highly recommend them both. – Robin Meyer
REVIEW #3 – Ross is an amazing human! He managed to roll my pension and 403b over into a safe, smart retirement plan that suits me. His staff (Jamie) was also amazing at finding me affordable health insurance to carry me on into my next adventure in life! Overall, Runstedler Life & Insurance helped me make the transition from one career path to the next with ease! Highly recommend their services! – Jeffery Barber
REVIEW #4 – Absolutely recommend Runstedler Life and Retirement for all your needs! I was specifically looking for life insurance and was completely clueless, but Ross and Tim made sure to take the time to explain all of my options, and helped me make the best decision for me and my family! Tim was always quick to respond to any questions I had and was extremely personable. They made this entire process so easy! – Rachael Fosco
REVIEW #5 – Our Agent Ross was knowledge, friendly, professional and truly worked in our best interest in finding us a financial product that fit our needs. The application process was simple and painless, and Ross was able to beat the competition. No matter where you are in the search for insurance products, whether just exploring or ready to buy, I would highly recommend speaking with an agent at Runstedler Life & Retirement. – Shawn Gilronan
Equilibrium Wealth Advisors
ADDRESS: 100 State St Unit 480, Erie, PA 16507, United States
NUMBER: +1 814-299-9612
SERVICES: Financial planning, Financial advisor, Wealth management, Asset Allocation Planning, Asset Protection Planning, Estate Planning, Investment Advisory, Investment Management, Legacy Planning, Retirement Planning, Risk Management, Roth Conversion Analysis
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 – EWA has been great to work with on all fronts. The time they take to educate their clients is very impressive and much appreciated. Have been very impressed by the tax team at EWA. – Ryan Tann
REVIEW #2 – EWA has been a great experience on both the investment and tax department. I am glad I chose this company. Highly recommend – Pat Schmidt
REVIEW #3 – We have been extremely happy in regards to our experience at EWA. The advisors are knowledgable and always willing to help. We cannot recommend them highly enough. – Eugene Cross
REVIEW #4 – Overall great experience; the entire team has been a pleasure to work with. Appreciate their professionalism in all aspects as well as very happy to have reliable tax professionals on my team. – Anthony Colonna
REVIEW #5 – EWA has been great both from the tax and wealth side. Highly recommend!! – Deborah Deimel
REVIEW #6 – I couldn’t be happier with my experience at EWA. They are personable, professional, and extremely attentive, with a strong attention to detail. The advice I have received has been thoughtful and well-reasoned, and their communication is consistently clear and timely. It’s reassuring to work with a team that truly takes the time to understand my goals and keep me informed every step of the way. – Debbie Uht
REVIEW #7 – EWA has been fantastic to work with. They make sure everything is smooth and easy to understand and have great systems in place to view everything in a way that makes so much sense. Would highly recommend this firm. – Thomas Uht
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