4 Best Gold IRA Investment Companies Near Me in Rochester, NY – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Howe & Rusling Wealth Management
ADDRESS: 165 Culver Rd Suite 100, Rochester, NY 14620, United States
NUMBER: +1 585-325-4140
SERVICES: Wealth management, 401k And 403b Plans, Active Portfolio Management, Alternative Investments, Assets Under Management, Brokerage Accounts, Financial Planning & Investment Management, Financial Planning Advice, Financial Planning Services, Investment Accounts, Investment Advice, Investment Advisory Services, Investment Planning, Investment Strategies, Investments Advisers, Wealth Management Services, Wealth Planning, Retirement Planning
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 – Howe & Rusling sets the gold standard for what an investment firm should be. Incredible depth of expertise within a small group of professionals. Outstanding performance and exceptional quality of Wealth Management (thank you Dylan Potter). Large investment firms should (but won’t) take a page from their playbook – James Thompson
REVIEW #2 – I can’t say enough good things about Howe and Rusling. Everyone is very professional and gets back to me in a timely manner. I feel very confident that they always look out for my best interest. One of the best things is that they provide one convenient place for investments, financial planning and they even have an attorney that works to bring your entire portfolio and investments into one convenient location where all parties know what is happening on your account. This brings peace of mind to our family. – Bruce Chapman
REVIEW #3 – I have had nothing but the best experience with this firm. Every time I reach out with a question or a need it is answered and met very promptly. Their performance in my stocks has allowed me to move up my plans by years. I have moved family’s investments to them. – Jeff hall
REVIEW #4 – We have been clients of Howe and Rusling for a number of years. The service and dedication that we have received over this time period has been nothing short of phenomenal. A team of true professionals totally prepared to assist us with any of our financial questions or guidance. They truly put their clients best interest first. – Jim Musshafen
REVIEW #5 – Exceptional communicators and successful investment managers. The financial planning service is very good as well. Other new offerings are creating a one-stop service for personal and family wealth management. – Drew Saum
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Rise Advisors LLC.
ADDRESS: 500 Linden Oaks Ste 320, Rochester, NY 14625, United States
NUMBER: +1 585-565-3444
SERVICES: Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Financial Advisory, Financial Planning Advice, Investment Advisors, Investment Management & Advisory Services, Investment Management Process, Investment Portfolio, Retirement Funding, Retirement Income Planning, Retirement Planning For Business, Social Security 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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Moving our investments to Rise Advisors was the best decision we ever made. The knowledge and expertise this team brings to the table are truly exemplary. I’ve learned so much from the consistent, informative videos they provide to clients, which keep us up to date on market activity while also educating us on other areas that are incredibly helpful when making financial decisions.
The Rise Advisors support staff is outstanding, and I always feel well taken care of. The guidance we’ve received from Zach Harrington has helped my husband and me achieve an early and confident retirement. It’s clear why Rise Advisors continues to grow — they truly deliver exceptional service and results. – Josephine and Patrick W.
REVIEW #2 – We can not say enough about Stephanie Kelm and the Rise Advisors Team! They have worked along side us for the last five years building our financial plan. Right from the start Stephanie listened to our dreams and aspirations and treated us with the utmost respect. She was a standout with her knowledge, and provided individual attention from the start. She has always made herself available for any of our investment advice/needs! We appreciate her and her team, have recommended her to friends and family and would highly recommend Rise Advisors! – Linda Mauro
REVIEW #3 – My wife and I have been working with Zach and the Rise Advisors Team for several years now. They are tremendous. They truly care about their clients and their financial performance. They have provided guidance and are always available to hop on a call or to schedule a meeting. Would highly recommend them. Thanks Zach and the entire Rise Advisors Team! – James Donofrio
REVIEW #4 – I have been using RISE since they opened, and I’m extremely satisfied with their customer service and handling of my account since that allows me to focus on what I enjoy doing which is volunteering for animal rescue. I have referred both friends and family to them, and they have provided the same excellent service that I trust. – Tami Becker
REVIEW #5 – Rise Advisors has been instrumental in our financial journey. We came to them with little understanding of money management and no sense of ownership over our financial future. They not only provided measurable improvements almost immediately, but also helped us build a strong foundation we continue to build on today. Zach and the team are always available for questions about big decisions and help us carefully consider variables and factors that might impact our long-term success. Beyond their expertise, Zach’s warm and approachable personality creates a safe space where it’s easy to discuss the often-difficult topic of money. We trust his advice implicitly, knowing he has our family’s best interests at heart. We highly recommend Rise Advisors for their expertise, thoroughness, genuine care, and their ability to make financial planning feel comfortable and accessible. – Laura Nespoli
O’Keefe Stevens Advisory, Inc.
ADDRESS: Bausch & Lomb Place, One, Suite 920, Rochester, NY 14604, United States
NUMBER: +1 585-340-6538
DESCRIPTION FROM BUSINESS: O’Keefe Stevens Advisory is a fee-only investment advisory firm in downtown Rochester, NY, helping individuals and families grow, protect, and enjoy their wealth. As an SEC Registered Investment Advisor (CRD #286338), the firm acts as a fiduciary, putting client interests first. The team includes CFP® professionals and a CFA® charterholder, and charges a straightforward 1% account management fee with no commissions. Services include retirement planning, investment management, tax planning, charitable planning and giving, and estate planning coordinated with your attorney.
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 – I’ve been with Peter O’Keefe since I was a toddler and only knew him as the reason my family would get together for “Stock Meetings” when I got to play with my cousin at Grandma’s house. O’Keefe Stevens Advisory is hands down the GOAT! At 48 I feel completely confident for my and my daughter’s financial future and ability to one day retire! As a Physical Education Teacher to have zero debt, my home payed for, a college plan for my daughter and an actual age when I can retire is all because of the expertise, research, knowledge and guidance of this team. I highly recommend! Don’t hesitate, time is power! – Lauren Lukowski
REVIEW #2 – Working with O’Keefe Stevens Advisory has been a very positive experience. As someone who has a strong background and understanding of personal finance, budgeting, retirement planning, investing, etc, I’m well suited to take this on myself. However, I’ve found that even with my strong financial background, the team at O’Keefe Stevens has provided me a ton of value. They meet you where you are to deliver tailored service and have been a strong and valuable partner for me on my personal wealth journey. I would highly recommend working with O’Keefe Stevens Advisory. – Rob Faulds
REVIEW #3 – I highly recommend O’Keefe Stevens, we have been working with Grace Stolberg. From the first meeting we knew we found a firm that fit our needs.Grace took the time to understand our goals, and concerns. She worked with us to lay out a long term, organized, transparent plan to our financial future. We especially like the accessibility O’Keefe Stevens offers, and updates on company strategies, and research. It’s comforting to know that we picked such a trustworthy profession advisor. – Tom Birkmeyer
REVIEW #4 – Grace, our advisor is awesome! Grace and team are very supportive of our needs and being good shepherds of our retirement finances. They have great communications in providing details on their investments strategies for buying and selling. They are constantly keeping us updated on today’s play and future plays. Grace has kept us updated on latest financial planning as our needs change for personal wants and needs. Job well done by all at O’Keefe and Stevens Advisory! – LLHair1
REVIEW #5 – As a younger family trying to thoughtfully navigate our financial future, working with O’Keefe Stevens has been a fantastic experience. We’re balancing a lot of priorities — maintaining our current quality of life while also saving for our child’s education and planning for retirement — and Justin has been an incredible partner in helping us think through those decisions.
Before moving to O’Keefe Stevens, we worked with a much more traditional, old-school firm that felt formal and impersonal. Our experience with Justin has been the complete opposite. From the start, he took the time to really understand what matters to us as a family and what we’re trying to achieve.
He’s responsive, accessible, and always willing to explain things in a way that makes sense. Most importantly, our investments have performed well and we feel confident in the strategy we’ve built together.
Justin also helped guide us through an unexpected and challenging chapter in our lives, and having someone we trust during that time made a huge difference. We genuinely feel secure knowing he’ll be by our side as we navigate whatever the future brings. – Elizabeth Roth
Turning Point Advisors
ADDRESS: 2024 W Henrietta Rd Ste 3F, Rochester, NY 14623, United States
NUMBER: +1 585-380-1099
SERVICES: Estate planning, Financial planning, Investment advising and Retirement savings consulting
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 – I have only positive thoughts and feelings about Turning Point Advisors. Before he died in 2020, my father told me to call his financial advisor, Robert Galinski. He said that Rob was a great guy and would take care of my financial needs. When I finally met with Rob, the owner of Turning Point Advisors, he was courteous, respectful, professional, and was very knowledgeable. I felt comfortable talking to him, and decided to open a couple of accounts which are doing very well considering the constant market fluctuation. His advice and help have been and continue to be invaluable. I really appreciate the awesome service that I have received from the company, and I’m a very happy customer. Thank you, Rob!!!! – Karen Serafine
REVIEW #2 – We’ve been with Turning Point a few years now and it’s been a pleasure working with Rob and his team. Rob is always reaching out either via email or a quick phone call to keep us informed on a changing market or portfolio. Rob and his team always have a kind word and insightful market strategies. Looking forward to many more personal and professional years ahead! – Rob H
REVIEW #3 – Let’s start with, could not be happier doing business with Rob& Jenn at Turning Point.
Since rolling over my 401K to Rob after losing my job , the returns have been just unbelievable. If you ever need any advice or guidance, they respond in such an unbelievable time frame. The online mobile app is very easy to use and you’re able to watch your money grow. What a great team to work with. My only regret is that I didn’t find them sooner – Sam E
REVIEW #4 – Rob Galinski has been my Financial Advisor for over 20 years. He has always listened to my goals and helped me put a plan in place to accomplish them. Thanks to him, I am enjoying life as an early retiree! If you are looking for an advisor with integrity, who will always put you first, I highly recommend you schedule a meeting with Rob. – Susan Jenkinson
REVIEW #5 – Dave Harris has been my financial advisor for many years. What prompted me to write this review was a text I sent him on a Sunday, not expecting a reply until Monday. Less than 5 minutes after I hit the send button my phone rang. Unbelievable service. Through the years Dave has listened to me rant but always had answers to my questions. His professionalism, expertise and integrity is second to no one in my eyes.
I would highly recommend Dave to anyone. – Gerry Scalzetto
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