4 Best Gold IRA Investment Companies Near Me in Hagerstown, MD – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Wealth Enhancement Group
ADDRESS: 1110 Opal Ct # 1, Hagerstown, MD 21740, United States
NUMBER: +1 301-739-1500
DESCRIPTION FROM BUSINESS: As a fiduciary, Wealth Enhancement always acts in the best interests of their clients and their unique situations, no matter how complex. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and private client services, through their dedicated advisor,,.
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My wife and I met with Andrew Serafini yesterday to discuss retirement planning and investment strategies. He offers more than 30 years of professional experience as a financial planner. He seemed far more interested in helping me meet my goals than in making money off of me. He has helped hundreds of high-profile clients all over the state of Maryland, but he takes the time to get to know each client personally. My wife and I really liked that. He is extremely knowledgeable and trustworthy. I highly recommend him! – Jerry Kline
REVIEW #2 – Andy Serafini is a man of great integrity and extremely knowledgable about financial planning. I would highly recommend their services to anyone needing an honest and comprehensive look at their financial position and developing a strategy for financial planning! – Tom Newcomer
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Plan2Retire
ADDRESS: 19935 National Pike Suite 100, Hagerstown, MD 21740, United States
NUMBER: +1 240-329-3333
DESCRIPTION FROM BUSINESS: Financial planning is much more than investment management; it involves the careful crafting of a comprehensive plan based on your financial objectives, risk tolerances, age, personal and business assets, & so forth. It is a set of clearly defined recommendations and strategies…
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Have nothing but good things to say about Jeff Bowers and this company. They have carefully planned and grown our retirement funds and incorporate a web page so the client can track everything. In addition we meet with Jeff personally twice a year to check on things. Jeff or someone in the office is always available to talk directly with if we ever have any question or concern. We are very satisfied with the services provided and highly recommend Plan2Retire! – T. R.
REVIEW #2 -I really like that Jeff is focused on my needs for my situation. He listens to what I think I want and then helps me to see what I really want and need. He helps me to navigate towards the goals we have set up for my short and long term plans. He is very knowledgeable and very easy to work with. He has assembled great staff members to help him to help me achieve my goals. You want to get a road map to achieve your retirement goals, then Jeff and Plan2Retire is the place to go. – S Verbisk
REVIEW #3 – I would recommend Jeff to anyone who is planning retirement or is retired and looking for someone to help you manage your finances. I went to Jeff when I first started thinking about retirement and he was extremely helpful identifying what my planning priorities should be. Now that I am retired I am very pleased and confident with Jeff’s management of my retirement investments. Jeff is very personable and professional. Always available whenever he is needed. – Gary Nunamaker
REVIEW #4 – About 3 years ago I was looking for a financial advisor that would guide and offer financial advice to my wife and I as we began to plan for retirement. I met with two financial advisors that didn’t seem all that interested, in fact I felt like I was just a number to them. I then met with Jeff Bowers who personally met with both my wife and I so he could understand our current and future financial goals. Jeff took the time to answer our all financial questions and concerns we had and how to prepare for retirement. Since our first meeting, either Jeff or someone from his office reaches out to us occasionally to see if we have any questions or if we would like to meet with him. Jeff and his staff are cordial and friendly. I would encourage anyone looking for financial guidance to meet with Jeff. – Steven Pryor
REVIEW #5 – Jeff and the Plan2Retire team are great accountability coaches! They take time to understand your short and long term goals and establish the best strategy to hit both incremental targets and the long term milestones. I would recommend Jeff’s financial planning service and resources to others. – Julie Beard
REVIEW #6 – I was skeptical about getting a financial planner, as I thought I was on the right track. However, working with Jeff has been a great experience. The fees are reasonable, and he is there 24/7 to discuss any concerns or questions that I have had. He, and his staff, are true professionals, and you can’t put a price on “peace of mind.” – Robert Stratton
REVIEW #7 – A very satisfied client since 2005. I would highly recommend Jeff and his staff for any retirement advice. No matter if you are a big investor or a little one (like me), I received the same level of service. – Eileen Kline
REVIEW #8 – I have been a client of Jeff’s for many years and have had nothing but good experiences with him and his staff. They are very trustworthy and pleasant to do business with. – Ronald Michael
Carson Wealth
ADDRESS: 19833 Leitersburg Pike Suite 1, Hagerstown, MD 21742, United States
NUMBER: +1 301-739-8505
DESCRIPTION FROM BUSINESS: Carson Wealth provides retirement planning and financial advisor services in Hagerstown. Since 1996, we’ve helped individuals, families, and businesses with portfolio management, estate planning, and comprehensive wealth strategies…
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 – Ashley Sowers, Alexis Bush and the rest of the Carson Wealth team at the Hagerstown, MD location not only sets the bar for their industry; they are the bar. From the very first introduction call, I knew they were seasoned professionals. Ashley took the time to learn about what goals my family and I had and to educate us to help us achieve those goals. After a little while, Alexis was joined the company and you could easily tell how much of a well balanced team they are. I am not the easiest client; quite the opposite. I knew nothing about finances; I only knew how to spend money whenever I wanted something. But the first thing they helped me with was my mindset; that was huge. I’ve been working with them for 4 years. In 4 years, they’ve helped guide me to the point to where I was able to pay off some debt that I had had YEARS before I even met them…I got it paid down or off within 3 years. They are the assets of the company. They use proven tools and help those tools adapt to who you are and what you want to accomplish. I use to freak out during tax time or Christmas time…not anymore. I use to freak out when something unexpected came up (and let’s be honest this is the real world so it happens)…not anymore. I look at them as doctor’s…financial doctors. Financial health is a real thing and they take their craft and profession serious. I was in a financial coma for over 19 years and it was Ashley, Alexis and their team that woke me up and revived my finances. Actually, they breathed new life into it. They took me serious. They took my goals serious. And guess what…they still do! I didn’t come this far just to come this far but I’ve come this far because they’ve been on this journey with me. I trust them implicitly. I trust their tools implicitly. I trust their guidance implicitly. One of the best decisions I’ve ever made in my life was reaching out to Carson Wealth and becoming a client. Thank you Ashley, Alexis and team for everything you’ve done for my family and me. – Tecumseh Alexander II
REVIEW #2 – Scott Ford of Carson Wealth, is a highly experienced and well-regarded wealth advisor. Scott has helped many people and businesses manage, protect and grow their finances, He is very proactive and strives to help his clients pursue financial freedom and security. Highly recommended! – Claire Akin
REVIEW #3 – I am a customer – Stacy Ghetty
Family Wealth Financial Services
ADDRESS: Inside HQ Offices, 33 W Franklin St # 201, Hagerstown, MD 21740, United States
NUMBER: +1 301-263-5934
DESCRIPTION FROM BUSINESS: Family Wealth Financial Services is a veteran-owned financial education and protection company guided by the mission, “No Family Left Behind.” We serve families, business owners, veterans, military spouses, and transitioning service members by providing financial education and protection strategies focused on asset accumulation concepts, debt management awareness, and income protection solutions…
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 – As a client, I had a great experience with Family Wealth Financial Service. Prince was very knowledgeable and patient in explaining how finance works for my husband and I. Thanks to the service from Family Wealth, our son will have a better financial future. I couldn’t be more grateful for the company support. – Lo Mig
REVIEW #2 – Working with Mr. Prince Gandomessi and “Family Wealth FS,” has been one of the most grounding and supportive financial experiences I’ve ever had. He took the time to truly understand my goals, my concerns, and what long-term security means for me. Mr. Gandomessi was patient, friendly, and incredibly knowledgeable about the finance, and life insurance industries. He explained everything with clarity, answered every question without rushing me, and helped me feel completely at ease throughout the entire process.
Prince, and the “Family Wealth FS” Team customized a plan that actually fits my life and brought me a sense of peace of mind I haven’t felt in years. I’m deeply grateful for his professionalism, his heart, and the way he, and his team guided me every step of the way. I Highly recommend working with Prince Gandomessi, and Family Wealth Financial Services. – LaToya Westbrook
REVIEW #3 – Prince helped me build a real plan for my future at a time when I felt lost and overwhelmed. He didn’t just walk me through numbers—he took the time to teach me, guide me, and help me understand how to make smarter financial decisions.
Even though my situation wasn’t easy, he worked with me patiently and showed me practical ways to improve my finances, save consistently, and start getting out of debt.
I’m genuinely grateful for the clarity and confidence I’ve gained. Prince truly cares about people, and it shows in the way he leads, supports, and empowers you to take control of your financial life – Auri Ane
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