Best Gold IRA Investment Companies Near Me in Glenshaw, PA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
EightPoint Financial
ADDRESS: 1406 Mt Royal Blvd, Glenshaw, PA 15116, United States
NUMBER: +1 412-301-5104
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Retirement Planning, Pre-retirement Social Security Planning
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I have recently started working with Tim. He’s been very clear, concise and organized. We have a better understanding of our financials with him. He’s using the latest tech and apps to guide us to a better financial future. I highly recommend him to anyone looking for a financial fiduciary that truly cares for his clients and wants to see the best outcome for their investments. – Jayne Harrison
REVIEW #2 – My husband and I feel like we found a good friend with Tim and staff. His sincere interest in all our goals and future needs are addressed with each meeting. Highly recommend contacting the office for a meeting. – Pennie Wogan
REVIEW #3 – Tim became our financial advisor a year ago. He came highly recommended and it is very clear why. He is honest and extremely helpful with individualizing our needs as a church. His advice and expertise are invaluable! – Mindy Young
REVIEW #4 – We lucked into finding Tim through a larger financial planning conglomerate, then followed him when he went solo. His service has been incredibly individualized, whereas another planner we worked with consistently didn’t get my name right. He’s kind, funny, and I look forward to calls even when we’re having difficult and/or nuanced/complex conversations. I trust him wholly. I don’t know what we’d do without him. – L. Allen
REVIEW #5 – Before meeting Tim O’Brien, my retirement accounts had been stagnant for years. When I first transferred my accounts to Tim, I was hopeful but cautious about seeing any significant growth. Now, just weeks away from an early retirement, I am completely confident that the investments Tim has managed will sustain me through the years ahead.
As someone who used to tune out whenever the topic of finance came up, I truly appreciate how Tim takes the time to explain complex concepts in a way that makes sense—never minding when I need a refresher. Since he founded Eight Point Financial, the level of service has been incredible. I’m glad that I stuck with Tim through the years. Watching the growth of both my investments and Eight Point Financial has been a fantastic experience. – Michele Fallet
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>>> MORE CUSTOMER REVIEWS
REVIEW #1 – Tim has been a valuable resource for planning for my mother’s retirement. He has mixed a variety of investments to generate income to augment social security benefits. Tim has been very attentive to the requests of my mother and has been able to guide us through the process of investing to meet her goals. I would recommend Tim to anyone looking for financial services! – Jeffrey W
REVIEW #2 – Tim truly cares about his clients and wants what is best for their unique financial situations. He takes the time to listen, understand your goals, and provide thoughtful, personalized advice.
Tim is incredibly knowledgeable and explains everything in a way that makes sense. He’s also very easy to talk to, making what can sometimes feel like an overwhelming process much more comfortable. Most importantly, I trust him with my financial planning, knowing he always has my best interests at heart. If you’re looking for a financial advisor who is professional, knowledgeable, and genuinely cares, I highly recommend Tim! – Nicole Adams
REVIEW #3 – Tim has been our long time, financial advisor. He is honest, really great at what he does, kind funny and helpful in every way. He is not just a financial advisor, he is a friend, a family man and a trustworthy member of our community. If you are looking for a financial advisor, look no further, you have found the perfect match. Tim has great insight and instincts! – Maureen McKay
REVIEW #4 – I highly recommend EightPoint Financial for any financial planning needs. As a Carnegie Mellon and Stanford-trained engineer that grew up investing in the stock market, I wanted a financial advisor that had better ideas and access to better products than I could invest in on my own; I’ve been working with Tim O. for several years now, and he truly provides more value than I could have hoped for. My portfolio has beaten the market under his management, sure, but the true value is Tim’s ability to make my assets work as a tool for me when and how I need it. Through two personal financial challenges, including a layoff, Tim has made sure that my future remains secure. I have recommended EightPoint to my friends, and they have come back with thanks for the work Tim has done for them. It’s also worth noting that I am not local to the greater Pittsburgh area (nor are my friends). Tim has always made himself available by phone, text, email, or video when I have a question, and I’m always welcome to come in if I’m in town. What started as a business relationship has moved to friendship and advocacy: Tim truly cares for his clients, and I think he has lost more sleep over my account than I have! I wholeheartedly recommend EightPoint Financial and Tim O. for your financial planning needs. – Tim Miller
REVIEW #5 – I’ve been very impressed with Tim’s knowledge during the retirement planning I’ve received as I begin my career. The models he built for me have given me confidence and clarity moving forward. – Ben MacKay
REVIEW #6 – I highly recommend Eight Point Financial. Tim is warm, thoughtful, knowledgeable, and thorough. He clearly truly cares about each of his clients and works hard to help them reach their goals. My family is grateful for our partnership with him, and we can’t recommend him highly enough! – Ash Sherman
REVIEW #7 – Tim O’Brien has been working with my wife and myself for the past 4 years. We couldn’t be happier with his knowledge and dedication to financial stability. I would recommend Tim 8 days a week to anyone seeking financial support. – Jeff Kazarick
REVIEW #8 – Tim is extremely knowledgeable in the finance world, but most importantly he is transparent and trustworthy. He will go above and beyond to come up with the best financial plan for you. Overall I had a great first time investing experience at EightPoint Financial 🙂 – Trianna Armstrong
REVIEW #9 – Tim so kind and knowledgeable, he is crucial in helping us get our finances together. – Samantha Burkhart
REVIEW #10 – Tim is HIM. He’s helped me understand areas of my finances that I previously felt were overwhelming. He makes the process easy and clear and has been a great help. – Anthony Stimac
REVIEW #11 – Tim provides great customer service and works hard to keep us on track toward our financial goals – Matt Lee
REVIEW #12 – I am very impressed with his knowledge of his business and am looking forward to working with him on investing in my future – Ron Snyder
REVIEW #13 – Tim has been INCREDIBLY helpful as my husband and I approach retirement. We were looking for someone to help us start pre-planning and put our minds as ease. Tim was exactly that person! He has met with us multiple times and patiently answered all of our questions. He’s totally changed our outlook on retirement years from “surviving” to “thriving”. We’re looking forward to our next chapter with Tim’s guidance. We highly recommend him! – Stacie Fronk
REVIEW #14 – Tim goes the extra mile to get you where you need to be for a secure future. He makes you the most important thing that he has to do for that day and will take the time needed with you – Tim Work
REVIEW #15 – Being a seventy year old widow, I didn’t know where to turn for financial advise. Most of my family is gone now, and I really needed help from an educated person in this area. In looking online for someone local who is a certified specialist in financial planning, EightPoint Financial popped up in my search.
I sent a simple Email asking for help and he responded. We met, and I immediately felt that I could share with him information about very personal financial mattters and my estate. I shared my information with him. He reviewed everything and he offered me several suggestions as to which way to go and what would be best for me regarding my issues. I will be taking steps that he suggested. I needed to know that someone with expertise, like he has, would guide me in this very important area at this time in my life. I know now that God sent me to EightPoint Financial and Timothy O’Brien.
I just want to say thank you again Tim. I am extremely happy and satisfied. Your knowledge, willingness to help and advise made all the difference in my world. You made me feel confident again in my estate planning, knowing that everything will work out for the best.
If you need help in this area, Tim has the knowledge, the expertise and knows people in the areas of estate planning. – Pat Manski
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