4 Best Gold IRA Investment Companies Near Me in New York, NY – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor
ADDRESS: 450 Lexington Ave 4th fl, New York, NY 10017, United States
NUMBER: +1 646-640-6337
SERVICES: Estate planning, Financial planning, Home purchasing consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Active Portfolio Management, Alternative Investments, Comprehensive Financial Planning, Investment Management, Investment Strategy, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 7:00 PM | |
| Sat | 9:00 AM – 12:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Curtis was awesome in helping my wife and I get our financial management and investment strategies in order. He was easy to talk to, incredibly patient and helpful with our questions, and helped us re-balance our portfolio to be more manageable and sustainable. We are better off after working with him! – Sohan Shah
REVIEW #2 – Curtis was a phenomenal financial advisor when I really needed it. He actively listening to what my current situations and future goals were. Then, provide me with a custom multiple-month plan to achieve those goals. We were able to tailor the plan towards my specific needs such as preparing for a rental property and re-balance my portfolio. I appreciate all his wisdom and advise and look forward to utilize him more in the future. – Bryan Rivera
REVIEW #3 – Curtis is very knowledgeable and professional. He is also very understanding of my current financial state and my finance goals. He is super responsive and easy to communicate with. It is a great feeling to be able trust Curtis with all of my financial decisions. – Anthony Canu
REVIEW #4 – My husband and I worked with Curtis after we got married to combine and organize our finances and help us plan for our future goals. Curtis was a pleasure to work with – he helped answer all of our questions and get us set up on the right path. He made time to meet with us whenever needed, never made us feel judged about asking all of our stupid questions, and never pushed us into using any specific products. We would highly recommend Curtis to anyone looking for financial advice. – Diandra Fried
REVIEW #5 – Although Curtis didn’t directly work on my financial issue, he went out of his way to meet with me & my wife to point us in the right direction. He took the time to understand my situation & connected me with the right people. Something he didn’t have to do but genuinely chose to. Incredibly kind, knowledgeable & generous with his time. Highly recommend him to anyone looking for thoughtful & trustworthy financial guidance. – philip rivera
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Francis Financial, Inc.
ADDRESS: 39 Broadway Ste 1730, New York, NY 10006, United States
NUMBER: +1 212-374-9008
SERVICES: Estate planning, Financial planning, General investment consulting, Insurance annuity investment advisement, Insurance purchase consulting, Insurance-related financial advisement, Investment advising, Wealth management, Brokerage Accounts, Retirement savings consulting, Retirement-related financial consulting, Investing Strategies, Investment Report, Investment Solutions, Investment Strategy, Retirement Investment Accounts, Retirement Plans Insurance
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Francis Financial has been key for my investment management. I came in with a general goal of investing for retirement while putting my savings to work in companies that promoted positive change, and they developed a specific strategy that made that possible. They’ve also been really important in providing reassurance, so that I react calmly to market changes and always have the bigger picture in mind.
Overall, they’ve provided guidance that has given me a lot of peace of mind, and I really feel like they care. – Martin Awano
REVIEW #2 – I started working with Francis Financial about a year ago. I was going through a divorce, and my lawyer recommended finding a company to assist me. After looking at several companies, I found Francis Financial to be the best fit, especially because they were so clear with expectations. They helped me review my finances and asset management, determine expenses, and decide on a path forward.
Their team is my team! They have my back, always supporting me and guided by my best interests. I have total confidence in them. From the start, they have been clear, responsive, and organized. With a few things being new to me, they have also been patient and helped clarify any questions I have, educating and preparing me so I am confident in my decisions. Their team of advisors is extraordinary! As I have worked with them, they have consistently put me at ease.
I hired Francis Financial short term, but after my experience with them, I am looking to hire them long term. I would 100% recommend them if you are looking for a financial advisor. – Chandra Graves
REVIEW #3 – After working with Francis Financial for three years, I have nothing but positive things to say about the group. I had been working with a different advisor, but felt it was time to look at some different options. When researching, I knew Francis Financial was the right fit for me. The positive accolades tied to their name, the fact that it is a woman-led group, and the depth of expertise and experience among the team sealed the deal.
As a retiree, I was looking for a company to manage my investments, and Francis Financial does this and more. They have been instrumental in managing my Required Minimum Distributions (RMDs) and even helped me save money by identifying an oversight in my tax depreciation calculations from before I joined them. Their communication is clear and thorough; I appreciate having a dedicated market analyst to help me understand market trends and investment strategies. Use of visual aids are a plus.
The advisors are wonderful—kind, friendly, and incredibly thoughtful. When I was ill, they even sent me a care package to support my recovery. They truly go above and beyond to make you feel like part of a team that cares. I would absolutely recommend Francis Financial to anyone looking for a dedicated and knowledgeable partner. – Marty Maxwell
REVIEW #4 – I started working with Francis Financial a couple years ago as I was going through a divorce. My ex-partner had managed all of our finances before, and I don’t have a particular interest in managing finances, so it became problematic when we separated. My divorce attorney recommended I reach out to Francis Financial because they specialize in helping women going through financial transitions, specifically those who didn’t previously manage their finances.
It can be hard to trust someone with something so important, but the Francis Financial advisors put me at ease from day one. They have alleviated so much stress and really made me feel cared for. It meant a lot to know my advisor had my back and cared for my wellbeing.
They helped me through a complicated divorce process, including budgeting, division of assets, and making sure the divorce agreement was followed. They even navigated information exchanges, communicating directly with my ex so I didn’t have to.
Now the team helps me manage “anything with a dollar sign,” as they say, including asset management. I really appreciate that they take my preferences into account, like avoiding investments that don’t align with my personal values. They’ve also provided trusted referrals for other finance-related professionals, like an accountant and a home-construction specialty lawyer.
I’ve been very happy with Francis Financial, and would definitely recommend them to anyone looking for a financial advisor who genuinely cares about their clients. – Bridget Lu
REVIEW #5 – My husband and I have been working with Francis Financial for about a year, and we could not recommend them more highly. We were unhappy with our previous advisor, whose communication style often felt condescending, so I started asking around for recommendations. A friend immediately suggested Francis Financial, telling me she “never worries about my money.”
After researching their background and credentials, we reached out to Francis Financial and were immediately impressed—not only by their expertise, but also by their communication style. We knew right away that we wanted to work with them.
In a traditionally male-dominated industry, it was refreshing to meet with a team of women advisors.
During our first call, they clearly explained their fee-only structure, the onboarding process, and what we could expect in terms of communication and availability. We felt completely comfortable and had no hesitation about signing on.
One of the things I appreciate most is their accessibility. It’s reassuring to know that if one advisor isn’t available, another member of the team is always there to help. They are responsive, knowledgeable, and genuinely invested in their clients’ success.
Another thing that sets Francis Financial apart is how they connect people with people. They have introduced us to other trusted professionals, including an accountant and an estate planning attorney, and they host annual gatherings where clients can meet, connect, and network with one another.
My husband and I truly enjoy working with Francis Financial and feel completely comfortable trusting them with our finances. We would absolutely recommend them to anyone looking for a financial advisor to help manage their investments and financial future. – Ann Stratton
Wealthspire
ADDRESS: 521 5th Ave 15th Floor, New York, NY 10175, United States
NUMBER: +1 800-994-3766
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 – The Wealthspire team is an outstanding group of financial professionals who provide expert advice and service to their clients. They truly work to achieve their clients’ objectives by listening closely to their goals and tolerance for risk. They do not arbitrarily push proprietary products…..they devise a strategic portfolio based on their client’s financial position and investment time horizon, and communicate closely and expertly on a continuous basis.
I highly recommend Wealthspire! – Ed McLaren
REVIEW #2 – Absolutely wonderful dealing with my advisors, Pietro and Casey, at the New York office. Extremely polite, humble, open, and honest, as well as experienced and fun professionals in various facets of the financial world, which is complex in itself. Added to that are New York State laws. They helped us navigate the process of forming a revocable trust and the transformation from moving states.
We couldn’t ask for a better team.
We are very thankful. – Deepak Thekkoott
REVIEW #3 – I enjoy working with Andrew Weissman. He always goes above and beyond. He is truly dedicated to helping with this Special Needs Trust account in any manner necessary. His advice is always on point. He is an asset to Wealthspire and a valued part of my team managing this account. – Fred Greenberg
REVIEW #4 – Our advisory team is outstanding! They are personable, knowledgeable, communicative, and meet us where we are at. We are extremely happy with The financial planning and advising from our team at Wealthspire – Morgan W
REVIEW #5 – My experiences with Chris at Heron Wealth were well above expectations. I found Chris to be very trustworthy and knowledgeable – both keys for me when working with a financial advisor. He helped me feel at ease with understanding and working toward financial goals while considering what is best for my business. I’ve recommended him to friends and colleagues who have also had very positive experiences. My financial picture has improved in many and various ways, because of working with Chris. I highly recommend him for your financial needs. – Leah Therapist
Retirable
ADDRESS: 41 E 11th St 11th floor, New York, NY 10003, United States
NUMBER: +1 833-222-1807
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Wealth management, Brokerage Accounts, Custom Retirement Plan, Defined Benefits Plan, Defined Contribution Plan, Defined Contribution Plans, Financial Planning And Investment Strategies, Holistic Retirement Planning, Medicare Plans, Personal Pension, Retirement Accounts, Retirement Advisor, Retirement Decumulation, Retirement Income, Retirement Plan Designed, Retirement Solution
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Harrison Schaefer is a very competent, helpful financial advisor. He is accessible he returns calls, emails promptly. Harrison’s style of building a business relationship with a personal touch makes it easy to work with. Harrison explains financial issues very well. He inspires confidence. It’s always very nice to hear from him. – Leo
REVIEW #2 – My advisor, Harrison Schaefer is very hands on and truly interested in my well being. He speaks with language I can understand and remember. Unlike my past financial people I really trust Harrison and appreciate his help and insights on my investments. – Monty Auguste
REVIEW #3 – My relationship with my advisor started with an advisory phone call before retirement. Since then, they have taken over my investment management and financial advisory needs and have done outstanding work growing my investments, keeping my post-retirement spending on track, and assisting with tax planning and IRA management. I recommend them to everyone I know looking for a great financial planner and investment manager. – Michelle Weiler
REVIEW #4 – I wasn’t sure about entrusting my retirement to someone I had not met face to face but Harrison quickly put my mind at ease. He listened carefully and came back with a detailed easy to understand retirement plan with suggestions on how to help me prepare. He checks in often and has spent more time with me on my account in the past year than my “in person” planner had in 5. My portfolio is healthier because of it too. – Stephanie Harris
REVIEW #5 – Harrison with Retireable is like a trusted and very special nephew. He checks in with me, we chat about all sorts of things, and he even remembers my dogs’ names. That may sound small, but it means a lot.
He has been a true Godsend in helping me set up my accounts and understand money matters that I clearly did not understand before. He explains things in a way that actually sinks in and stays with me. That is a rare gift, especially after dealing with previous financial people who talked over me instead of to me, and did not seem to care whether I flew or floundered.
For the first time, I feel safe and content with the way my accounts are being handled. There is real comfort in knowing I will not be eating cat food and living in a box someday. He has even helped me feel less anxious about spending money, which has always been hard for me.
Harrison is patient, kind, trustworthy, and genuinely helpful. I am deeply grateful for him and would recommend him without hesitation. – D J Web
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