4 Best Gold IRA Investment Companies Near Me in McLean, VA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Creative Planning
ADDRESS: 8444 Westpark Dr #610, McLean, VA 22102, United States
NUMBER: +17037349300
SERVICES: 401(k) rollover advice, Alternative investments, Annuity analysis, Asset allocation, ESG investment strategies, Estate planning, IRA contribution planning, Inheritance planning, Insurance needs analysis, Investment management, Pension maximization, Pre-retirement planning, Roth IRA conversion strategies
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Creative Planning has provided financial assistance since 2000, which is the first year my husband and I had money to invest. I am now a widow and have complete confidence in their ability to protect and continue to grow our investments, which I expect to live off for rest of my life and still have a sizable Inheritance to pass on to our children. – Lee Kelley
REVIEW #2 – We began working with Sullivan, Bruyette, Speros & Blaney, Inc. over 20 years ago. We are happy to say their good service and sound advice continues now that they are part of Creative Planning. Kudos to the people we have worked with over the years – Margaret Welch, Barbara Schelhorn, and now Taylor Seiling. They understand our needs and goals. We rely on them and they have not disappointed. – Ed Susank
REVIEW #3 – We trust in Creative Planning because they enhanced the same values and principles of the people we originally invested with 23 years ago who are now affiliated with them. From our initial visit with Jim Bruyette of SBSB through many ups and downs in our ideas for our future that were never mocked as ridiculous to the program we have in place today as we both are far into our fourth quarter of life, this almost quarter-century has been a blessing we are grateful for. We cannot recommend them highly enough. – Denise Collado (Denise CC)
REVIEW #4 – We have been clients of CP for about three years. We started out as financial planning clients, but expanded to investment management, tax, estate planning, and Medicare enrollment advice. Everyone with whom we have worked has been professional, courteous, and conscientious, not to mention effective. We really appreciate the one stop shopping. – Tager Bills
REVIEW #5 – Dan and the entire team at Creative Planning have been a pleasure to work with and removed a great deal of anxiety for my wife and I for our retirement and estate planning. They have provided us with tax sheltered investment strategies, insurance advice and estate planning.
While I have been investing in the market for 40+ yrs, I had reach my limit on strategies for maximum gains while limiting my tax liabilities. Our only regret is not reaching out earlier and removing the stress and burden that comes with managing our future.
I’d certainly recommend Creative Planning for all your investment needs, no matter how small or big your NESTEGG may be. – Bill
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MANNA WEALTH MANAGEMENT
ADDRESS: 1775 Tysons Blvd 5th floor, McLean, VA 22102, United States
NUMBER: +17035330030
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Advisory Services, Alternative Investments, Individual Retirement Account, Investment Accounts, Investment Recommendations, Investment Strategies, Retirement Investments, Retirement Planning
OFFICE HOURS
| Mon | 6:00 AM – 12:00 PM | |
|---|---|---|
| Tue | 6:00 AM – 12:00 PM | |
| Wed | 6:00 AM – 12:00 PM | |
| Thu | 6:00 AM – 12:00 PM | |
| Fri | 6:00 AM – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We started investing with Manna Wealth Management nearly 40 years ago, and we have been very happy that we did so. When the former owner retired and sold the firm to David Kassir in 2006, we elected to stick with Manna. Our faith in David and his team has been generously rewarded over the past 20 years. He has consistently given us excellent advice and counsel. Because of our success, we have been able to retire comfortably. In addition to investment advice, David has recommended creative financing solutions that have allowed us to purchase multIple properties and deal with unexpected financial needs. We trust David completely and recommend Manna to anyone seeking financial advice and security. – John Appel
REVIEW #2 – David and his team have a vast knowledge and financial savviness that completely revamped our finances. They did an incredibly thorough analysis and strategized down to every cent on how to most effectively manage AND grow our money. They also use very innovative technology that allows us to monitor the growth in real time. We highly recommend Manna to anyone who is looking for a wealth management company that goes over and beyond! – Shida
REVIEW #3 – Manna has been exceptional when it comes to financial planning . David’s approach goes far beyond basic investing . He takes the time to truly understand my goals , current lifestyle and where my vision for myself . The conversation was nothing about traditional investing and more about alignment with where I see myself and moving towards that path – Eduardo Cavadia
REVIEW #4 – I have been a client of David Kassir and Manna Wealth Management for more than 12 years, and I am incredibly grateful for their guidance and support. David combines deep financial expertise with a personal approach that makes you feel valued, heard, and confident in your financial decisions.
What I appreciate most is the time he takes to understand my goals and explain strategies in a way that is clear and easy to understand. He is always professional, responsive, and genuinely committed to helping his clients succeed.
Over the years, David and his team have earned my trust through their integrity, dedication, and consistent focus on putting their clients’ best interests first. I highly recommend Manna Wealth Management to anyone looking for a knowledgeable financial advisor and a team that truly cares about their clients’ long-term success and peace of mind. – Beatriz Zarbo
REVIEW #5 – Working with David Kassir at Manna Wealth Management has been an exceptional and transformative experience that has completely changed the way we look at our financial picture. What started as traditional financial advising quickly evolved into something much more comprehensive: true wealth management with a clear focus on building, protecting, and growing real wealth over the long term, including for the next generation.
David brings a depth of knowledge across portfolio strategy, real estate, and diversified investments, but what stands out most is how thoughtfully he applies that expertise to our specific situation. A recent example says it best. During a real estate purchase, a single 10-minute call with David led to strategic adjustments that ultimately saved us a considerable sum. He offered this guidance outside of our normal investment discussions, with no expectation of personal gain; instead, he acted as a true partner in our family’s financial future. That level of insight and real-world impact is hard to overstate.
Beyond the results, his level of responsiveness and care is exceptional. He and his colleague, Sabrina, are always available when we need them and never make us feel like just another client. Every conversation is thorough, clear, and genuinely helpful.
It’s rare to find a wealth management firm that combines this level of expertise with such consistent, high-quality client service. This has easily been the best experience we’ve had in financial services, and we trust him completely with our long-term financial picture.
We’ve already recommended David to close friends and family and will continue to do so without hesitation. – Rudolph Family
Shirley Luu & Associates – Financial Planner
ADDRESS: 8201 Greensboro Dr Ste 350, McLean, VA 22102, United States
NUMBER: +15713439167
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 | 8:00 AM – 6:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My partner and I recently had the great pleasure of meeting Shirley Luu and her team. We flew in from California and Arizona to better understand what her program can do for both of us individually as well as our business. The thoughtfulness of Shirley and her team to meet us in person and review our current positioning was worth partner and I recently had the great pleasure of meeting Shirley Luu and her team. We flew in from California and Arizona to better understand what her program can do for both of us individually as well as our business. The thoughtfulness of Shirley and her team to meet us in person and review our current positioning was worth its weight in gold. – Brian Windle
REVIEW #2 – Shirley Luu & Associates, Lisa in particular were amazing to meet with! As a small business owner Shirley and Lisa scheduled a meeting with me and my partner to go over a bunch of tools and resources they can provide to us and really made me feel more confident with some of the questions I had about specific things business oriented. Being 25 years old in March I am still in the process of proper networking and surrounding myself with strong men and women and can’t be more excited about working with them. Also Lisa gave me alot of great information about virtual presentation regarding the business that hadn’t crossed my mind so I really appreciate that! Thank you Shirley Luu & Associates! – Devin Gomez
REVIEW #3 – Shirley Luu & Associates took the time to educate me on financial strategies and retirement planning in a way that was easy to understand. I especially appreciated learning about tax-advantaged retirement options and how to build a plan for the future. The team was knowledgeable, professional, and genuinely cared about helping me make informed financial decisions. I highly recommend them to anyone looking for financial education and personalized guidance. – Nathan Acquah
REVIEW #4 – Coming with Experience in the Financial sector for over 35 years, of course I had doubt. I was totally surprised by the knowledge and products that Shirley Luu and Associates has. Shirley Luu & Associates sharing and educating Financial services with the community putting the clients first. They are providing Financial information that is very important ,and that puts Shirley Luu & associates on top. They are brilliant. From the desk of CEO Capital Asset Management. – John Weisenberg
REVIEW #5 – I met Shirley Liu, just over two years ago and I’m so glad I did!
I have been able to learn a great deal from her, and due to that, with her help and expertise, I have been able to structure an amazing protection plan for me and my daughters plus an awesome retirement plan for myself and an investment account that will secure me a decent everlasting/lifetime income that I will be able to utilize once I decide to retire! To me this is powerful! Honestly I wasn’t aware of all the potential I had financially. Knowing myself as a single parent, always focused in providing for my family making sure their most important needs were met, such as bringing food to the table, paying for the monthly bills, etc. so, all I could see, were the financial limitations that in my mind existed, thinking that what I had, wasn’t enough to pursue a better and promising financial future, and that the opportunity to take advantage of those financial products and strategies out there, were limited to the use and advantage of the wealthy.
But Shirley had demonstrated me that financial literacy and experience both together, can make real magic happen for single parents too!
Thank you Shirley! 🙏💕 – rina ramos
VLP Financial Advisors
ADDRESS: 1751 Pinnacle Dr #425, McLean, VA 22102, United States
NUMBER: +17033564360
SERVICES: Asset Allocation Strategy, Comprehensive Financial Planning, Customized Strategies, Employer Retirement Plans, Estate & Legacy Planning, Retirement Planning Services, Financial Planning And Investment Management, Investment Advisory Services, Investment Monitoring, Investment Solutions, Retirement Plan Management, Retirement Savings Plans, Retirement Strategies
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 – We’ve been with VLP Financial Advisors for years. Chris, Sherri, and the rest of the team have enabled us to achieve exceptional financial growth and plan for our retirement. It is invaluable to have financial advisors who always put our best interests first, especially in this unpredictable market environment. They are simply the very best! We’ve recommended VLP to all of our friends and family. – Kevin Dohmen
REVIEW #2 – I have worked with Sarah Avila for well over a decade. I trust her completely regarding asset allocation, long term budgeting, organizing essential documents and more. Her staff is top notch. Nothing is ever dropped. Sarah helped me reorganize my financial life through my divorce. Her warmth and compassion are a comfort. Now in retirement, she helps me stay on track. I enjoy my retirement a great deal more because she is my financial planner. I look forward to our periodic check-ins. I recommend her to all my friends who need assistance! – Cheryl Corson
REVIEW #3 – We worked with Christopher Mellone and team about a month ago. We wanted to get a professional to look at all of our finances and make sure we were on track for paying for college and retirement. The team was great. They went through great lengths to understand our financial goals and concerns before they did their deep dive. This made their plan and our follow up conversation perfectly tuned to what we wanted to discuss. We loved the experience and would recommend them to our friends. – Alex Hoover
REVIEW #4 – I have been a very satisfied client for nearly 20 years. Dan is knowledgeable, extremently accessible and responsive and always well-prepared for our meetings. He gives personalized attention addressing not only my financial goals and account management, but also overall comprehensive plans. I have full confidence in his advice and the management of my numerous accounts, for me and also my extended family. I highly recommend VLP to anyone looking for knowledgeable and trustworthy financial guidance. – Katie Newland
REVIEW #5 – We’ve been really happy with our experience working with VLP. From financial planning to investments and asset management, we’ve been comfortable in working with the VLP team and pleased with the results. Rose, Andrew and all the staff we’ve connected with over the years have always been accessible and taken time to understand what would best fit our needs and situation. Strongly recommend. – John Lowrey
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