4 Best Gold IRA Investment Companies Near Me in Glen Allen, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Virginia Estate and Retirement Planning Advisors, Inc.
ADDRESS: 4870 Sadler Rd, Glen Allen, VA 23060, United States
NUMBER: +18042055081
SERVICES: Advice Investment, Asset Allocation Strategies, Estate Planning, Financial Advice, Financial Planning And Investment Advisory, Investment Management, Investment Strategy, Private Investments, Retirement Accounts, Retirement Distribution Planning, Retirement Planning Advisors, Wealth management, Retirement savings 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 – I have been working with Tom Marshall and his team for the last seven years, they are very professional and personable, they have always been available to me help me navigate my financial picture for my retirement. I would recommend Tom and his team to everyone that needs guidance and security to manage your financial short term and long-term goals. I appreciate everything they have done for us. – Larry Patterson
REVIEW #2 – We have trusted and work with Tom Marshall on designing parts of our retirement portfolio. Tom and his Team have increased the returns much more than we would have based on the various positions we held. Tome’s Team keeps and eye on things and we have authorized them to make trades to optimize our returns on our behalf. We are very happy with the results of that portfolio and Tom Marshall should be nominated, as I am doing here to be the most Outstanding Financial Advisor running the Best Local Financial Planning Firm”, which receives our wholehearted endorsement. – Greg Peters
REVIEW #3 – We have met with Tom Marshall several times over the last few years to review our investments and financial plans for retirement. His advice and insights have been invaluable in helping us to create a financial plan that will carry us through our retirement years and help us leave assets behind for our children and grandchildren. Beyond that, Tom is extremely personable and patient, no matter the questions, and a delight to meet with. – Paul Sigur
REVIEW #4 – Both my husband and I are grateful to be a client of Tom Marshall. His financial and retirement advice, experience, service and knowledge are excellent. He delivers all of these things with exceptional personality. His network of colleagues is vast and very helpful when managing the different facets of retirement. We highly recommend his services. – Sue Swertfeger
REVIEW #5 – I had the pleasure of meeting with Tom Marshall at Virginia Estate and Retirement Planning Advisors for Financial Planning. He has a lot of experience and I found him to be very knowledgeable and trustworthy. He is a good communicator and takes time to explain financial terms in ways that can be understood. I highly recommend him. – Mary G.
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Financial Freedom Planners
ADDRESS: 4801 Cox Rd Ste 201, Glen Allen, VA 23060, United States
NUMBER: +18042779734
SERVICES: Financial planning, Investment advising, Retirement savings consulting, Wealth management, Financial Planning And Investment, Financial Planning Solutions, Financial/Retirement Plan, Investment Accounts, Investment Advice, Investment Analysis, Investment Analysis & Recommendations, Investment Recommendations, Thorough Retirement Plan, Wealth 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 – Financial Freedom was super helpful! I love the idea of having a one-time payment instead of fees that slowly eat away at your money. It is a relatively high upfront cost but some of the things that were pointed out to us made it more than worth it. We came away with a really comprehensive plan and it was super easy to follow all of the steps to optimize our investments. I also like that you can also choose hourly one-off projects making it cost effective to have future rebalancing. – Chris
REVIEW #2 – I have been working with John on my retirement plan and highly recommend him to anyone who is looking for expert help with their financial planning. He is easy to talk with and very knowledgeable about the tools he uses for your financial needs. He has always been patient when I have questions and has a way of talking in terms that I can easily understand. – Jay Noel
REVIEW #3 – I highly recommend John Condon for Retirement/Financial Planning. He is very detail oriented. When we started the process, planning for retirement seemed very overwhelming. We had so many questions. John answered all of them and more. By the end of our plan meetings it all came together and the retirement/financial map was very clear. He is very easy to work with and definitely has your best interest at heart. No matter where you are in your financial journey, I believe John is a great asset to have along the way!!! Thank you John! – C. Williamson
REVIEW #4 – John Condon at Financial Freedom Planners is exceptional. From the very beginning, he has been warm and approachable, while maintaining a professional demeanor. He always looks after all of my concerns and listens to what I want/need. He takes the time to explain things very clearly and to make sure that I understand everything, answering all my questions, explaining in detail different options and potential outcomes, as well as balancing any risks. He set up a comprehensive long-term financial plan tailored to my aspirations, and makes continuous revisions and modifications based on my evolving needs. I couldn’t be happier with his service and support, and I am absolutely confident that the investment decisions made under his guidance are well-informed and based on the very best knowledge and expertise in the field. I will most definitely continue working with John throughout my financial journey. Highly recommended! – Eve
REVIEW #5 – I am SO happy that I found Financial Freedom Planners! They have brought me enormous peace of mind, while also educating me and giving me very concrete and highly actionable retirement planning advice. I trust John Condon, my FFP Certified Financial Planner, completely. I have already recommended him to several friends.
Last year I was laid off just as I was planning to move to a new state. I am several years younger than I had planned to retire, but with the move and a terrible job market in tech, I wondered if perhaps I could semi-retire, working just enough to make it to social security and Medicare age.
I found Financial Freedom Planners through an online referral site for fee paid financial advisors. I’ve been working with John over the last year, and he has become my trusted advisor. He never tries to sell me anything. Once you’ve purchased a package, that’s it. You get your money’s worth, and then some. John listens to my questions and concerns respectfully, runs lots of “what if” scenarios, and then patiently walks me through them before we agree on a plan of action. Everything is very transparent, specific, and actionable. I live in a different state, so we meet via Zoom, which is convenient for me. So far John has helped me figure out how much I could afford to spend on a new home, what annual budget I can support with my savings while waiting until 65 to take social security, whether to buy long term care insurance, and how I should allocate my portfolio to hit my target returns. We’ve spoken every couple of months, and he’s been with me every step of the way. If you want to speak with someone trustworthy and knowledgeable to help you plan your future, I highly recommend Financial Freedom Planners. – Kathryn Campbell
Strathmore Capital Advisors
ADDRESS: 5231 Hickory Park Dr A, Glen Allen, VA 23059, United States
NUMBER: +18042900162
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Financial And Retirement Planning, Investment Advisory, Investment Management, Investment Management And Asset Management, Investment Portfolio, Investment Recommendations, Investment Strategies, Retirement And Tax Planning, Retirement Planning, Retirement Planning And Investment
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 – When considering financial planners, it was important to us to choose someone with similar values, who were not exclusively focused on simply making or managing money, but genuinely had our best interests at heart. Jennifer, Michael, and Lauren make us feel like part of their family. We feel valued as individuals, and we know that they are guided by high moral and ethical standards. After meeting with them, getting to know them, and discussing our financial plan, we were able to rest easy knowing that our goals were mutually shared. When you combine this personal connection with their vast experience and knowledge, I have no reservations about recommending Summit Financial Partners to any of my friends and family. – Michael Stuart
REVIEW #2 – We’ve been clients of Jennifer and Summit Financial Planning for nearly 15 years. Their fee-only/fiduciary approach attracted us to the firm, their alignment and respect of our values, along with Jennifer’s intelligence and compassion won our business. They supported our desire to be generous while preparing for the future. Through the years, Jennifer and Michael have continually invested in building personal relationships with us. They have provided excellent guidance and financial management to allow us to develop and reach our financial goals. It’s a pleasure to meet with them to review how our progress is tracking and have the peace of mind that our plan is headed in the right direction. We chose to hire a financial planner to have one less thing to worry about and their approach allowed us to follow their advice to plan for the long-term: set goals, make a plan and stick with it — and it has certainly paid off! I look forward to continuing to work with Summit Financial for years to come. – Jennifer Gwyn
REVIEW #3 – Jennifer and Mike at Summit are wonderful financial planning professionals! They really listen to my concerns, respond quickly whenever I have questions, and provide options for my investments. I feel secure in my retirement goals thanks to their guidance. Summit fees are much lower than management through my former employer. I am so glad my funds are in such good hands! – Kathleen Meilink
REVIEW #4 – Spent a number of years with a large corporate financial group and the results were OK, but the service was terrible. We went through a number of advisers, none of which we chose, and never had any relationship with anyone.
In searching for a fee-only, fiduciary we met with several individuals. We found Jennifer to be the one most aligned with our values, goals, and our view that our association was a partnership based on communication and respect.
Jennifer and Mike are professional, knowledgeable, and personable. They are a true pleasure to work with. – Lou Canulli
REVIEW #5 – After researching the various financial planners that are available in the Richmond area, along with their approach to providing financial services to their clients, my wife and I decided to work with a fee-only, fiduciary, financial planner. The fact that our financial planner would be a fiduciary (i.e. committed and bound to always providing advice that is in our best interest) coupled with the fact that we would know exactly how much that service was costing us (monthly, quarterly and annually), was very important to us. We talked with two fee-only firms and ultimately selected Summit Financial Partners. That was six years ago, and we could not be happier with our decision. Jennifer and Mike not only have the education and experience in the financial services field to advocate for and advise their clients, they also keep up with changes in the industry through continuing education and then endeavor to inform their clients of new or changing issues through e-mails, one on one client meetings and/or self-produced videos. Additionally, they invest the time necessary to fully understand their client’s current situation as well as their goals for the future and all the minutia in between, so that they can put together a practical, logical, and most importantly, successful, financial plan. My wife and I have transitioned to the retirement phase of our plan and because of the detailed planning and advice we received from Summit, we are thoroughly enjoying every day and as we look to the future, that same ongoing planning and advice gives us peace of mind. – Gary Brower
Tom Love, CFP®, CRPC®, CRPS®
ADDRESS: 4510 Cox Rd #102, Glen Allen, VA 23060, United States
NUMBER: +18042704470
SERVICES: Retirement Planning, Tax planning, Wealth 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 – We’ve known Tom personally for awhile and recently engaged him professionally as our financial advisor. It was evident early on that Tom is passionate about what he does and about his clients. He didn’t hesitate to roll up his sleeves, thoroughly reviewed our portfolio, and explained things in a way that made it easy for us to understand. Tom’s interest in our personal goals has helped shape our “strategy”; he’s always challenging and educating us on different ways we can use and leverage our resources today to get the biggest impact. Truly a pleasure to know and work with him! TEN Stars. – Kendall O’Neill
REVIEW #2 – Tom has been my husbands and my advisor for many years and we have had the best experience with him. He has guided us through our investment journey and is always there for us when we need him and always happy to answer all of our questions as we usually have many of them. He has managed our portfolio to where we are going to retire with a wonderful plan in place. He is so knowledgeable and always keeps us up to date with what is going on in the market. He is a wonderful family man and we recommend him highly! – Barbara Geisslinger
REVIEW #3 – We recognized quickly that Tom is clearly an expert in the field of Financial Planning. His willingness to share personal experiences, philosophies and values makes him unique amongst his peers and has fostered a high level of trust in his advice and unquestionable integrity. Tom has invested significant time in getting to know us as clients, he aligns his advice with our goals and aspirations, and is always available to provide support and assistance. We hit the jackpot when we partnered with Tom to ensure our financial future. – Kristin Craft
REVIEW #4 – We’ve been working with Tom for two years now. He helped us get our finances in order just in time to take advantage and respond to an early retirement opportunity. 2020 has been a roller coaster but having Tom taking care of our investments gave us one less thing to worry about. If you’re looking for a knowledgeable and trustworthy advisor, we highly recommend Tom Love. – D M
REVIEW #5 – We have been using Tom Love as our financial advisor for almost three years now. My husband and I found Tom, because he was a Dave Ramsey Endorsed Local Provider. We interviewed him, along with a few other financial advisors, and ultimately chose Tom because he was a fiduciary, he aligned with our financial goals, and we found him both extremely knowledgeable and trustworthy. We have entrusted him to manage our IRA’s, 401(k)’s, and now a UTMA for our son’s college savings, and he has produced over-market returns for us year-over-year. Tom is a trusted partner in our financial health and well-being, and we recommend him to everyone! He is also very responsive and always answers our many questions over email when we are brainstorming how to pay off our house quickly or how to max out all of our retirement vehicles. It’s no coincidence that his name is Tom Love, because his clients love him! – Nathan & Toni Mullins
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