4 Best Gold IRA Investment Companies Near Me in Towson, MD – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Fusco Financial Associates, Inc.
ADDRESS: 505 Baltimore Ave, Towson, MD 21204, United States
NUMBER: +1 410-296-5400
DESCRIPTION FROM BUSINESS: Fusco Financial Associates is a comprehensive financial services firm committed to helping you improve your long-term financial success…
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 – Amazing team who has really helped to put my mind at ease. Kevin is very detailed and helped walk us through the path for retirement. I also know other mutual clients who just can’t say enough about how compassionate and well informed they’re interactions have been. Highly recommend!! – Bryan Stouffer
REVIEW #2 – The receptionist at Fusco Finacial welcomed us with a special personable kindness you rarely see anymore. She made us feel right at home as she seated us for our meeting today. We met with Kevin Fusco who also welcomed us with this kind trusting personality that was confident and yet just made us feel relaxed knowing he will take care of our finacial worries and any questions we had.
He had prepared a presentation that was financially detailed just for us in a way that took us through time, the next years of our finacial life. He explained and showed us the best way to plan for our financial future. He discussed ways to use and save money that we would have never thought to do. He answered any question we had! I really don’t like talking about finances but I have to tell you this was a great experience. – Kimberly Ellwanger
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Chesapeake Financial Advisors
ADDRESS: 401 Jefferson Ave, Towson, MD 21286, United States
NUMBER: +1 410-823-5442
DESCRIPTION FROM BUSINESS: Fee-only fiduciary financial planner, investment advice, and tax preparation.
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Chesapeake Financial Advisors and Taylor & Company should be on your 2025 todo list! An independent fee only advisor to help you navigate your financial well-being now and into the future.
The trust they provide along with excellent service provides us with great peace of mind – who is guiding your financial well-being? – Dottie Schmitt
REVIEW #2 – Tom Taylor and his company are wonderful. The staff are helpful and supportive, and he has kept me in good shape with my taxes, for the past ten years. I have referred some of my friends to Tom for his financial services and they continually thank me for making the connection. The proof of a good company is how far you trust them in regard to your own financial matters, and I trust Tom and his company implicitly. – Vanessa Tobin
REVIEW #3 – Tom and all the staff at Chesapeake have consistently given me thorough and caring attention over the many years I’ve been working with them. I have enthusiastically referred friends to them, and those friends have also been extremely happy in their relationships with CFA. It is a great feeling to be able to put my trust in Tom Taylor and all the wonderful people at CFA. – Toni Gardner
REVIEW #4 – Our experience with Chesapeake Financial Advisors has been nothing but a positive experience. Tim and Austine are very professional and knowledgeable and have guided us through the entire process. Would highly recommend Chesapeake Financial Advisors to anyone!!! – Mary May
REVIEW #5 – I don’t know how I would manage without them. Excellent service: precision, openness to questions, informative (always providing the right information at the right time),, resourcefulness (finding wonderful ways to make the process easier and user-friendly, even for the less tech savvy) and extremely kind and friendly. What more could you ask for? I have also found over the years that their investment choices have been exceptional and very much to my advantage. I highly recommend them both for investments and tax consultancy. – Laura V
REVIEW #6 – I feel that my finances are in safe hands with Chesapeake Financial Advisors. Austine and Matt are always there when I have questions and provide much needed support. They are always patient and willing to explain things in a way that I can make sense of. – Pat Levenson
REVIEW #7 – Tom and his Team have been very good in helping build a credible retirement plan. They answered all my questions thoroughly. Happy with onboarding process – Pat Tamburrino, Jr.
REVIEW #8 – I am the twin brother of Janet Loudermilk, who has used your firm for 15+ years for her annual tax preparations. Because Janet is now in a state of dementia, I am responded for her. Janet has always been so proud of her interactions with your firm. Every person from your firm who has interacted with Janet, or myself, has been highly professional, very patient & helpful, very personable, very friendly/loving. I would recommend this Firm to anybody!! – David Loudermilk
REVIEW #9 – Chesapeake Financial Advisors is a top notch company. It’s ran by extremely knowledgeable people who care about their investors – Tom Turner
Abel Financial: Certified Financial Planner Baltimore
ADDRESS: 101 E Chesapeake Ave #203, Towson, MD 21286, United States
NUMBER: +1 410-307-1202
DESCRIPTION FROM BUSINESS: We are a boutique, independent financial planning firm that collaborates with our upper middle-class clients to help them reach financial success and financial peace of mind…
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 – We have known and worked with Steve Stern for many, many years and have complete confidence in him and his financial knowledge. He has taken the time to get to know us, what our ever changing needs and goals are and checks in with us a couple of times a year. He knows the rules and laws within the financial world and has advised us on how to maximize our portfolio and achieve our investment objectives. He does this in a way that is clear and understandable. He is organized, very open to answering all questions about keeping us financially secure from necessary insurance, trust information, wills, etc. and makes us feel like we are his only clients. We know we are not since he also advises other members of our family. We would highly recommend Steve not only for his expertise, but also because he is kind and trustworthy. – Julie Dale
REVIEW #2 – We have been working with Steve for over a year and he has been fantastic. We have worked with other financial advisors before and Steve has been the best I have worked with the past 20 years. He is extremely responsive with any questions you have and extremely organized and knowledgeable during our meetings. Steve is all about quality over quantity, meaning he doesn’t take endless clients where you become a informal statistic or $$$ sign. He is all about building a long term, lasting relationship. I would highly recommend Steve. – Jeff Martin
REVIEW #3 – I try to ask as many people as possible if they have a financial planner because I want to be able to share about Steve. I find him trustworthy and considerate. Steve takes his money off the increases in my portfolio,, which means it is in his best interests to make money for me, and he does. My portfolio is up 20% in the last year thanks to Steve. I highly recommend working with him and would encourage anyone to check out his services. – Karol Taylor
REVIEW #4 – Abel Financial has been my advisor for over 30 years and I have worked with Steve Stern since he began with Abel. He has successfully helped me with money and investment management and retirement issues. You always feel that you are is only client because he is available when you need him and he takes the time to explain complicated issues in plain English. He is incredibly organized, for example before your meetings, he discusses with you what your goals for the meetings are and what he thinks should be included, what information he needs from you, and then provides you with an outline of what will be discussed and any future steps to take so meetings are always very thorough and productive.
This is in stark comparison to other financial planners I have worked with. He is also willing to help you
on peripheral issues such as estate planning and will guide you through the process recommending
other professionals as needed. Finally and most importantly, he is a lovely person that you feel
comfortable with and I trust him completely with my future. – Judy Goodyear
REVIEW #5 – Steve Stern has been my financial advisor for six years. He as don a great job. He is always available when I have questions and has been a great problem solver. I can always count on Steve – arnold sagal
REVIEW #6 – For many years, I resisted employing a financial planner worried I would encounter the horrific eventualities detailed in multiple stories, films and personal accounts. I am an older woman with limited financial acumen, a perfect target for an unscrupulous so-called expert. Then I met Steve Stern of Abel Financial. We talked long before I felt confident to follow anything but the most conservative of investment strategies. As I perceived not only his ability but his genuine willingness to adhere to my investment risk perception, I began a program of investment that allows me peace of mind. If any question arises, I know he will respond immediately. Last summer, I left a telephone message and he answered from his family vacation retreat. The Internal Revenue projects I will live 20 more years and I know Steve will have planned how I can provide for my chosen life style. – Carrol Perrino
REVIEW #7 – Steve is an expert in his field. He is knowledgable and professional. He is patient and answers my many questions. In the past, I have chosen to defer our family’s financial decision-making to my husband. Steve ensures that I am included, helping develop my financial literacy, making it a comfortable environment to learn and ask questions without judgement. Steve has become part of our family. We are blessed to be clients. Because of Steve, I am confident of our household’s current and future financial position. – Katie Martin
REVIEW #8 – We have been working with Steve for over five years. He has been extremely helpful, knowledgeable, professional, and personable. He has always been available for advice when we needed to consult with him. We highly recommend his services. – Randy Dowdy
REVIEW #9 – I cannot express how pleased we are with the excellent financial guidance we have received from Steven Stern. He is very attentive to our needs with excellent timely communication skills. We have regular meetings with him to address any concerns. On a personal note he provided tremendous assistance in helping me organize my mother’s situation which gave me confidence for her future. He truly cares about his clients and we highly recommend him – Kathy Caceres
Oliver Wealth Management
ADDRESS: 901 Dulaney Valley Rd, Towson, MD 21204, United States
NUMBER: +1 410-343-7125
DESCRIPTION FROM BUSINESS:
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 – My wife and I are what I consider “Blue Collar” and have been clients of Oliver Wealth for a couple of years now. We found Brandon as followers of Dave Ramsey. Have since worked with Nathan at his firm for complete financial planning advice and could not be happier with both of them. They take an educational approach to make financial planning easy and understandable. – Chip Roupe
REVIEW #2 – I met with Brandon at Oliver Wealth several times and he had some great suggestions for my portfolio. He was very courteous and presented things in a way I could understand. He took the time to go through my entire financial situation, the lifestyle I want to live and my goals for the future. I ended up investing with their firm and have experienced some good returns in a short period. I would definitely recommend. – Todd Tedrow
REVIEW #3 – I am impressed. The detailed review of my financial resources and goals earned my trust and it has grown since 2019 account opening. A course of action for strategies in investments, growth, and budgets. The personal call each quarter for a follow up review and discuss if adjustment are needed. Mr. Oliver and Ms. Gallo are professional and quick to respond as a need arises. – GARY AUSTIN
REVIEW #4 – My experience with this firm has been amazing. These professional advisors take time to speak with me then work to create a plan to achieve my long-term financial goals both personally and professionally. They manage my personal and professional long term goals and I have highly recommend them to colleagues and friends. As a business owner, this is a partnership I can rely on and trust. – Danielle Alderson
REVIEW #5 – Everyone at Oliver Wealth Management from the principle owner to the admin staff have been outstanding, accountable and professional. It’s been an extremely different and welcomed approach to wealth building. I was referred to them from my Financial Coach (who also invests with them) and I couldn’t be happier with the results and the genuine relationship with Oliver Wealth Management in Maryland – Chris Cianci
REVIEW #6 – Have been a client for several years, and received excellent service and attention to my retirement goals. Being self-employed, the 2020 Covid crisis was particularly devastating for me and my small business, and their team helped me navigate my options for short term security while not sacrificing my long term plans. I can’t recommend them enough. – John Vondracek
REVIEW #7 – I have been a long standing client of this company and highly recommend their services. They stay in constant communication to make sure your needs are always being met. Can’t go wrong with this excellent team! – Kevin Clark
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