Invest in Precious Metals with a Self-Directed IRA Morrisville PA
Make self-directed IRA investments in precious metals and more without distribution penalties. A self-directed IRA through Guidant Financial Group gives you true mastery of the money in your retirement plan. With the ease of writing a check, you can make both alternative and traditional investments within the same account...and save thousands in traditional transaction and asset-based fees!
Robert Wilgos
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA
Robert Wilgos
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA 18940
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BSEE, CFP®, MBA
Data Provided by:
George Blenner
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA
George Blenner
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA 18940
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
Michael Garry
Yardley Wealth Management
(267) 573-1019
41 University Drive, Suite 400
Newtown, PA
Michael Garry
Yardley Wealth Management
(267) 573-1019
41 University Drive, Suite 400
Newtown, PA 18940
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MBA
Data Provided by:
Kenneth Weingarten
Weingarten Associates, LLC
(609) 620-1770
PO Box 6338
Lawrenceville, NJ
Kenneth Weingarten
Weingarten Associates, LLC
(609) 620-1770
PO Box 6338
Lawrenceville, NJ 08648
Expertises
Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
John Augenblick
Rockwood Wealth Management
(267) 983-6400
6236 Lower York Road
New Hope, PA
John Augenblick
Rockwood Wealth Management
(267) 983-6400
6236 Lower York Road
New Hope, PA 18938
Expertises
High Net Worth Client Needs, Planning Issues for Business Owners, Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
Jonathan Heller
KEJ Financial Advisors, LLC
(215) 860-3605
536 Sterling Street
Newtown, PA
Jonathan Heller
KEJ Financial Advisors, LLC
(215) 860-3605
536 Sterling Street
Newtown, PA 18940
Expertises
Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Helping Clients Identify & Achieve Goals, Professional Athletes or Entertainers, Tax Planning, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFA, MBA
Data Provided by:
Jeffrey Sprowles
Jeff Sprowles and Associates, LLC
(215) 310-9693
945 Langhorne-Yardley Road
Langhorne, PA
Jeffrey Sprowles
Jeff Sprowles and Associates, LLC
(215) 310-9693
945 Langhorne-Yardley Road
Langhorne, PA 19047
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®
Data Provided by:
Vincent De Giovanni
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA
Vincent De Giovanni
Summit Financial Advisors, LLC
(215) 579-1005
12 Penns Trail, Suite 351
Newtown, PA 18940
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA
Data Provided by:
David Walter
Halberstadt Financial Consultants, Inc.
(609) 921-0180
50 North Tulane Street
Princeton, NJ
David Walter
Halberstadt Financial Consultants, Inc.
(609) 921-0180
50 North Tulane Street
Princeton, NJ 08542
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS
Data Provided by:
Andrew Greatrex
Integrated Financial Services, Inc.
(215) 794-1526
1615 Pineville Road
New Hope, PA
Andrew Greatrex
Integrated Financial Services, Inc.
(215) 794-1526
1615 Pineville Road
New Hope, PA 18938
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®
Data Provided by:
Data Provided by:
Make self-directed IRA investments in precious metals and more without distribution penalties. A self-directed IRA through Guidant Financial Group gives you true mastery of the money in your retirement plan. With the ease of writing a check, you can make both alternative and traditional investments within the same account...and save thousands in traditional transaction and asset-based fees!
Buy private loans, foreign property, mortgage notes and a nearly limitless number of purchases as retirement-account investments. Guidant’s self-directed IRA vehicle enables you to:
- Roll your IRA, 401(k), Roth, Keogh, or other pension plan into Guidant’s customized, checkbook-controlled retirement account
- Purchase foreclosed properties and tax liens—or make personal loans—on the spot!
- Buy and sell domestic, foreign, and rental properties as self-directed IRA investments—and realize the profits tax-deferred in your retirement account
- Buy your retirement home now at today’s prices, rent it out, then occupy it when you take your IRA distribution!
Discover why thousands have already made Guidant the foundation of their success. And learn why the Small Business Administration and U.S. Chamber of Commerce have named Guidant Financial Group tops in leadership and customer service.
Discover the purchasing power of a Guidant self-directed IRA . Request a free CD packet now!
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