4 Best Gold IRA Investment Companies Near Me in Harrisburg, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Transition Advisor Group
ADDRESS: 2000 Linglestown Rd #100, Harrisburg, PA 17110, United States
NUMBER: +1 717-718-5790
SERVICES: Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Investment Advice, Legacy Planning, Life Insurance, Retirement Income Planning, Retirement Income Strategies
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We have been doing business with Transition Advisor group since 2013 and are happy with their service. Everyone is very friendly and knowledgeable. They are very attentive to details and explain their ideas thoroughly. – Fred Junkins
REVIEW #2 – We had the pleasure of working with June recently and we couldn’t be more pleased. She considered our needs and offered suggestions accordingly. We are very happy with the outcome and highly recommend June at Transition. – Karen Denaro
REVIEW #3 – My husband and I have been with TAG for over 8 years and are so happy and thankful we went with them . The professionalism and sincere interest in our wellbeing even beyond financial success is profound. – Sharon Engdahl
REVIEW #4 – The Transition advisor Group is such a very knowledgeable professional service ….I’m more than please to have the transition Advisor group give me not only great advice ,but to help me step by step put my retirement plan in motion – dean carter
REVIEW #5 – Very good people especially June. She is wonderful to work with. I highly recommend them. – Amy Gasperettil
REVIEW #6 – Incredible financial help and advice! Definitely recommend them! – Amy Singleton
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Concierge Financial Advisory
ADDRESS: 1007 N Front St Ste 401, Harrisburg, PA 17102, United States
NUMBER: +1 717-527-3057
SERVICES: Education savings consulting, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting and Wealth management
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 11:00 AM – 7:00 PM | |
| Wed | 11:00 AM – 7:00 PM | |
| Thu | 11:00 AM – 7:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Constance has been fantastic. She helped us to understand our Mother’s Social Security options, and helped understand how to request her spousal benefits. Liked her so much that we are now working with her on our retirement portfolio. She is personable and knowledgeable, and we would highly recommend her. – Lewisburg Gockleys
REVIEW #2 – I attended a retirement workshop facilitated by Constance, and it was exceptionally informative and easy to understand. Following the workshop, I met with Constance one-on-one regarding coordinating social security benefits with my pension and other assets. Her guidance gave me much-needed clarity on the best time to file for benefits and helped me feel significantly more confident about my long-term financial security in retirement.
Constance is knowledgeable, patient, and truly invested in her clients’ success. I highly recommend Concierge Financial Advisory to anyone seeking expert financial guidance—especially when it comes to retirement planning and social security decisions. – Lisa Coley
REVIEW #3 – Constance is fantastic. Presents items in a very comfortable manner. She took the time to get to know us and discuss our plans for our future. She remembers the little details you talk about and she really puts you at ease. The plan she worked for us makes sense and there never was any pressure to make decisions. If you are looking for some guidance, give her call. – James Dolan
REVIEW #4 – It was an absolute delight to work with Concierge Financial Advisory. Constance Craig Mason is the consummate professional. Constance explains everything in a clear and concise manner. She genuinely cares about you as a person and wants to ensure you have a sound financial plan and legacy for your family. If you are looking for someone to assist you in your planning process do not hesitate to contact Concierge Financial Advisory. You will not regret it!!! – Donna
REVIEW #5 – It has been a pleasure working with Constance as my financial advisor. Her dedication and commitment to helping my wife and I with our financial situation and goals has been outstanding. If you’re looking for a professional financial advisor, I highly recommend Constance and her team. – Jerome Walker
DVB Financial, LLC
ADDRESS: 4800 Linglestown Rd #304, Harrisburg, PA 17112, United States
NUMBER: +1 717-652-6901
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Protection Strategies, Estate Planning Strategy, Estates & Trusts, Income Planning, Independent Wealth Management, Investment Advice, Investment Advisor, Personal Financial Planning, Retirement Planning
OFFICE HOURS
| Mon | 8:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:00 PM | |
| Wed | 8:00 AM – 4:00 PM | |
| Thu | 8:00 AM – 4:00 PM | |
| Fri | 8:00 AM – 2:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We’ve had the pleasure of being supported by DVB for about 5 years. The entire team has been very knowledgeable, professional, compassionate and fun to work with too! We started with DVB not yet retired, and they came up with a financial plan and support allowing us to retire earlier than we anticipated, with the peace of mind that our family needs are taken care of. Our family has needs that extend beyond financial planning, and DVB has been excellent at looking holistically at unique needs, and very adept at tailoring the approach to meet our special needs planning objectives. They have taken great care to balance our family financial health with the anticipated needs of individual family members. DVB has a very collaborative 360 approach which includes engaging with our other service needs such as legal and CPA support. They have been innovative and responsive by adding staff who provide special needs support and engagement for families such as ours. Our experience with DVB has been exceptional and we highly recommend their services! – D Smith
REVIEW #2 – I too have been “partnering” with DVB 20 + years, starting with Bill D.
Mike & Jason continued Bill’s stellar customer service and I use the term “partner”, because that is what I and my wife consider them!
They LISTEN to your desires, concerns, plans, goals, etc. and work WITH you to develop a strategy that gives you comfort, along with understanding. Mike and Jason, don’t force their opinions on you; however, they are very adept at explaining why certain strategies, etc. should be given strong consideration. At the end of the day, they defer to you to make YOUR final decision!
My wife retired before me and I wasn’t certain it would be advantageous for me to retire before age 65. Mike and Jason assisted us in reviewing healthcare, investments, etc. and vetted our personal plans/strategies and gave us the confidence necessary to proceed.
Almost 3 years later, we’re so pleased with their guidance and have not second guessed our decision!!
Additionally, we’ve introduced our two adult children to Mike and Jason for investment guidance. I attended the first meeting with my son and his partner and was so pleased to see how Mike & Jason treated them with such respect, while clearly explaining all options to them, even though their nest-egg has room to grow…!
If you are looking for true, honest, team/partner-oriented advice and exceptional customer service, The DVB Team is a solid choice in our opinion!! – Stan Sechrist
REVIEW #3 – My wife and I have been working with Mike and Jason at DVB for more than 10 years. Their service goes far beyond financial planning as they have really helped us with retirement, healthcare, tax management, and aligning our financial future to our personal goals. The entire team (Justine included!) is professional and dedicated to ensuring the best possible results for their clients. I have, and will continue to recommend to my friends and family. – Michael Junkins
REVIEW #4 – As the Power of Attorney for my aging parents, I was appalled at the fees taken by their previous financial advisors and the huge tax burden placed on them due to the wrong type of funds in their portfolio. I asked Mike and Jason to take a look at it. We moved my parents’ accounts to DVB after Mike and Jason made recommendations which saved my parents substantially the following year and thereafter. I cannot begin to thank them or Justine Snyder properly for the time they have given to the many tasks involved with managing my parents’ estate. Their assistance also saved us on legal fees, as they were able to assist us in areas which didn’t necessarily require the need for an attorney.
They have reviewed our own estate planning documents to ensure that our wishes would be carried out at the least possible cost to our children and grandchildren. Needless to say, the changes we are making will simplify the process and leave more of our funds where we would like them to go and less to attorney and probate fees. We have learned so much and I am so grateful to the DVB team.
What I most appreciate is that Mike and Jason are always looking at the whole picture—our finances, our current circumstances, our lifestyle, and our future needs. No plan is set in stone.
My parents’ accountant said, “Moving your parents’ accounts to DVB was a great move.” I have to agree. – CS
REVIEW #5 – Having a good financial advisor is necessary in order to navigate all the complexities in the financial world, especially when planning for retirement. We began using DVB Financial after becoming disillusioned with our previous financial advisor, who was great at picking investments, but who lacked the understanding for sound retirement planning.
My wife and I have been working with Mike Benkovic and Jason Velencia for about five years. The backbone of the DVB office is Justine Hoch. Justine is more than helpful and is that person who keeps things organized and moving in the right direction.
Right out of the gate, Mike and Jason asked pertinent questions about us in order to customize a financial plan that would safely get us to retirement and carry us into and through our “golden years.” Through the use of several models and what if scenarios, Jason was able to demonstrate to us that from a financial aspect we were on the right track to not only reach our goals but exceed them in order to comfortably retire to the lifestyle that we were hoping to achieve. Their models took everything into consideration – lifestyle and spending habits, health insurance and Medicare, social security, life insurance, and long-term care needs, if necessary, taxes, monetary gifts to our children and grandchildren, and fluctuations in the market.
Mike and Jason, after careful analyzation of our investments, formulated a rebalancing of our funds that would afford us better returns while minimizing exposures. Mike and Jason demonstrated to us how and when withdrawals from our accounts are to be managed so they do not expose us to excessive taxes or fees.
We meet at least twice a year with Mike and Jason to review our plan, and to adjust our financial plan strategy if required. And both are always available to answer questions through email or the phone should they arise.
They introduced us to a consultant who has helped us and continues to assist us with our health insurance needs. We plan to collaborate with an attorney that Mike and Jason are recommending in order to update and redo our estate plans.
DVB is really a one-stop shop for all your financial planning needs. Mike, Jason, and Justine are overseeing every aspect of our financial future. We have confidence in their advice and in the decisions we’ve made because of their advice. – Michael Stefanic
GrandView Asset Management
ADDRESS: 4200 Crums Mill Rd 2nd Floor, Harrisburg, PA 17112, United States
NUMBER: +1 717-541-1000
SERVICES: Fiduciary Registered Investment Advisor, Wealth management, Estate planning, Financial planning, Investment advising and 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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Bruce and Adam and the entire team are wonderful. They are professional, kind, helpful and considerate individuals. I’ve been a part of Grandview Assest Management for just over a year and wish I had joined them 40 years ago. They are so helpful and answer all my questions. They give great advice and take the time to help you understand where and how your money is being invested.
Bruce, who started and owns the company, is always available to you personally. He does not hide in his office.
Don’t hesitate any longer, call Bruce, meet him and his team and start investing now. – Tim Barton
REVIEW #2 – We have been using Grandview Asset Management for years. We have found them to be very professional each time we have met with Bill or Bruce. They have managed our account in good times and not so good times and always have kept us informed of what was happening in the market and made sure that our best interests were their top priority. We recommend them to anyone who wants honest professionals to handle your assets they will treat you right. Robert Shumaker
REVIEW #3 – I have been a customer of Bill Parker and Grandview Asset Management for over 15 years. The service is first class. I always feel that Bill and his staff are there to serve me and my family. Their advice is solid. I always feel they treat me ethically, respectfully and honestly. This is a first class operation and I would strongly recommend them. There is no one like them. Thanks to all of you at Grandview Asset Management for always taking such good care of me. – Michael Fueyo
REVIEW #4 – My husband and I have never regretted employing the expertise of Bill Parker and his associates at GrandView. We are confident in taking their advise, and they have always listened to our concerns. They are diligent in producing the best results for us, and extremely responsive to answering questions.
We would highly recommend them! – Mary Consevage
REVIEW #5 – Bill Parker and the team at GrandView Asset Management are an exceptional and professional group of individuals. They are definitely at the APEX of their profession by providing recommendations/counseling on investment strategies to suit each individual needs. The team and staff at GrandView provides and has always been a warm, friendly and professional atmosphere. I highly recommend the firm based on proven results and experience for any and all types of investment purposes. – Craig Keckler
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