4 Best Gold IRA Investment Companies Near Me in Pittsburgh, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Carson Wealth
ADDRESS: 1 Bigelow Sq 20th floor, Pittsburgh, PA 15219, United States
NUMBER: +1 412-904-2017
SERVICES: Retirement Planning, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Alternative Investments, Asset Allocation Plan, Global Investment, Goal Setting, Growth Strategy, Independent Advisors, International Investing, Investment Accounts, Investment Allocation, Investment Options, Investment Process, Investment Strategy, Ira Conversion Analysis
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 – We have been a client with Carson Wealth Mgt for a year now and are very happy with our decision to join their organization. Our advisor, John, is easy to work with. He listens to our concerns and goals and explains his plans to accomplish them. One aspect that helped us to decide to go with Carson is their partnerships with lawyers and CPAs that makes them a one stop shop for our money management, financial, and tax planning needs. In addition to those services they also provide many educational events throughout the year that go above and beyond the expectations of a financial advisor – Susan A
REVIEW #2 – We are extremely pleased with the outstanding service that we have received from the Carson Wealth Team. John has been very proactive in meeting with us and keeping us updated on all the aspects of our finances, keeping us in the loop on behind-the-scenes decisions, thoroughly answering questions, and guiding us each step of the way on our financial journey. As we interact with John as well as other members of the Carson team, there is a strong feeling of genuine commitment, going above and beyond, greatly exceeding our expectations. Some examples of this commitment among many are the informative and educational emails and videos created and shared throughout the year keeping us updated on the latest happenings, as well as John’s break down summaries of our meetings, not to mention the perseverance and professionalism we witnessed as James patiently helped us come to a successful resolution of a challenging IRA rollover. We truly feel like we are in the best and most trustworthy hands that treat us like family. – Cathy Boyer
REVIEW #3 – In our early months of retirement, more than four years ago, my husband and I attended a retirement presentation by Neal McGrath. We were very impressed and please with the way in which Neal presented a practical and understandable approach to retirement finances. We are very pleased to be clients of Carson Wealth with Neal and his team. They are knowledgeable and very, very responsive. In these uncertain times, we find peace knowing that there are skillful people watching over our finances. – Martha Clementson
REVIEW #4 – My husband and I have been clients of Carson Wealth Pittsburgh for the past two years. Not only are we very happy with the performance of our portfolio, we couldn’t be happier with the team of professionals we have come to know as friends. They know what our goals are, understand our concerns, and they always operate in our best interests. We couldn’t ask for more from our wealth management advisors. I highly recommend this team! – MAD
REVIEW #5 – We had gone to a couple retirement seminars and decided to meet with Neil and James because of their low pressure approach. After meeting with them and the many options they gave us we felt comfortable becoming part of the Carson Wealth family. Since being a client, I still feel the same. They are very good about checking in with us and very responsive when we have questions for them. I would highly recommend Neil, and the Carson Wealth group. – William Easton
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Equilibrium Wealth Advisors
ADDRESS: 381 Mansfield Ave Ste 200A, Pittsburgh, PA 15220, United States
NUMBER: +1 412-991-1385
SERVICES: Wealth management, Tax efficiency planning, Financial planning, Tax preparation services, Distribution planning, Ongoing financial services, Income Distribution Plan, Investment Advisory, Investment Management, Investment Recommendations, Legacy Planning, Registered Investment Advisor, Retirement Income Plan, Retirement Savings Plans, Roth Conversion Analysis
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 | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with EWA has been an incredible experience. They have done a fantastic job managing our money. Every single session we have, I walk away learning something new. Ben and the team are exceptionally accessible, always taking the time to answer all of our questions. They didn’t just stop at our financial plan, but helped us with our estate planning and tax preparation as well. If you want a trustworthy, highly knowledgeable team to guide you toward retirement, I cannot recommend them enough! – Julie Zelinsky
REVIEW #2 – Working with EWA over the past 10 years has been truly an excellent experience. The team is extremely knowledgeable and available for their clients. They have been extremely successful in planning my long term investment strategy, focusing on my goals, and crafting a plan unique to me. Chris and his he team have been active and engaged in all financial aspects of my life, and have always been available to provide on the spot advisement to create plans that assist me in obtaining my goals. They are kind, responsible, and thoughtful. Blessed to have such a great team of advisors. – Michael McCafferty
REVIEW #3 – A close friend referred me to EWA. They’re friendly, detailed, responsive, and knowledgeable. We meet, at minimum, quarterly to evaluate progress and discuss adjustments to our plan, if needed. I utilize EWA for their tax services as well, which is a far better experience than other options/providers. I recommend EWA to anyone looking for wealth management services! – Kalee H.
REVIEW #4 – Highly recommend using Equilibrium Wealth Advisors for your financial and wealth management needs. My wife and I have been working with the team for 2 years at this point and have been consistently impressed with our financial advisors (Matt and Ben). Their thoroughness in every aspect of our financial planning gives us great peace of mind. We especially value their well-balanced approach, which helps us feel secure and optimistic about our future. Plus, their availability and responsiveness are outstanding – they’re always there when we need them. – Dan Slivka
REVIEW #5 – I have had a wonderful experience working with the EWA team. They have proven to be an exceptional choice for handling my financial planning, strategy, and long-term goals. Matt, Ben, and the rest of the team have demonstrated their expertise and professionalism consistently. It’s reassuring to know that I can trust them to take care of everything diligently. I highly recommend their services to anyone in need of reliable, knowledgeable financial assistance. – Adam Lampl
North River Wealth Advisors
ADDRESS: 5800 Corporate Dr Ste 300, Pittsburgh, PA 15237, United States
NUMBER: +1 412-783-1781
SERVICES: Retirement Planning, Financial planning, Investment advising, Comprehensive Financial Planning, Customized Financial Plan, Discretionary Investment Management, Financial Advisor, Financial Planning And Investment Management, Investment Advice, Investment Advisory Services, Wealth Advisors
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 – Can’t say enough good about Steve and Mike at North River Wealth Advisors. The personal touch delivered by both make you feel like you are a part of a family, not some large firm looking to get as much out of you as possible. North River Wealth Advisors treat each client with great care and are truly looking out for the best interest of the family. I have referred many friends and family to work with them and will continue to do so. – Mike Anzalone
REVIEW #2 – I can’t recommend North River Wealth Advisors highly enough! From our very first meeting, they took the time to really understand my goals, concerns, and financial situation. They explained complex topics in a way that was easy to follow and made sure I felt comfortable with every decision. What impressed me most was their transparency and genuine care — I never felt rushed or pressured, just supported. Thanks to their guidance, I feel much more confident about my financial future. If you’re looking for a knowledgeable, trustworthy, and approachable advisor, NRWA is the one to call! – Tyler Francis
REVIEW #3 – Steve and North River are an invaluable partner in helping my husband and I achieve our financial goals. He takes the time to understand our short and long term goals and provides personalized investment and retirement planning strategies, clearly explaining everything all along the way.
I highly recommend North River to anyone looking for a trustworthy, knowledgeable, and client-focused team to guide them in achieving their goals! – Carrie Chruscial
REVIEW #4 – I love the personalized attention we get from Mike at North Rivers. He truly listens to us and helps balance our current needs with our financial goals – from retirement to planning for our kids education to saving up for a major home renovation. I appreciate how he tailors his advice to our unique situation, and how easy he makes the complexities and nuances of saving for retirement. I never expected to get this level of customer service from a financial advisor, and I am so thankful we chose North River Wealth Advisors. – Lauren Warden-Rodgers
REVIEW #5 – We couldn’t be happier with North River Wealth Advisors. Their level of personal attention and care for our financial needs and future are without peer. Mike has gone above and beyond to understand our needs and help us to try to reach those objectives. We would recommend North River Wealth Advisors to anyone looking for a reliable trustworthy organization to help them with their financial goals. – Tim Freund
Gold Standard Financial Group
ADDRESS: 875 Greentree Rd Building 7, Suite 679, Pittsburgh, PA 15220, United States
NUMBER: +1 412-458-6726
SERVICES: Guaranteed Lifetime Income Strategies, IRA and Retirement Account Guidance, Individual Health Insurance, Individual Retirement Planning. Pension Maximization, Retirement Income Planning
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 | 9:00 AM – 1:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Felice was absolutely fantastic!! She patiently answered all of my questions. She made the entire medicare process easy to understand and ensured every detail was taken care of. She is professional. Kind, and knowledgeable. I would highly recommend her for your retirement needs!! – Cindy Hollis
REVIEW #2 – Felice is a true gem. Not only is she knowledgeable but she was able to translate the Medicare information into easy to understand pieces of information. We then were able to whittle down my choices and she walked me through the entire process. Her expertise made this super easy and seamless for me. She has even followed up to ensure that I ha my selected Medicare Plan.
World highly recommend to anyone! – Saya Krebs-Brandfass
REVIEW #3 – Felice is my agent and my experience has been fantastic. She really cares about helping people protect their families. She takes the time to clearly explain your options and makes the whole process simple and stress-free. She’s knowledgeable, professional, and always willing to answer questions. If you’re looking for someone trustworthy who will take time with you and guide you in the right direction, I highly recommend Felice. – Brandon Johnson
REVIEW #4 – My new Agent, Felice Johnson, is awesome! She helped me through the process of choosing a health plan with ease. She explained everything I need to know in choosing health care that fit me. She stayed in contact with me from the beginning to the end. She even followed up with me after all was done. Felice knows her stuff! – Michele Young
REVIEW #5 – Felice helped me understand the procedure and choices when it came to Medicare. The information that is thrown at us as consumers is overwhelming. Felice explains the pathway to choosing what is right for you much more understandable. She is both professional and personable. I look forward to working with her each year as enrollment approaches. So much changes from year to year I know I will be in good hands with her. – Clarkie Penney
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