2 Best Gold IRA Investment Companies Near Me in Coral Gables, FL – Retirement Planning Services
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Anthem Advisors
ADDRESS: 2600 Douglas Rd # 1104, Coral Gables, FL 33134, United States
NUMBER: +1 305-482-3002
DESCRIPTION FROM BUSINESS: As a Retirement Planning firm in Coral Gables, Anthem Advisors specializes in financial planning, risk management, tax planning, estate planning, and asset management.
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My experience with Anthem Advisors has been nothing short of amazing. As a person who is approaching retirement in the next 10 years I wasn’t confident with my retirement plan from my previous financial advisor. Jimmy along with his team, have provided me with a phenomenal financial plan. I couldn’t be happier with their services. Best that I’ve ever been around! – Maryann Rio
REVIEW #2 – It’s been great getting to know the team at Anthem. They are a knowledgeable and eclectic bunch of individuals, each armed with the skills to match your retirement goals. Moreso, I’ve never felt like anything less than priority number 1. If you’re planning for your future, you should absolutely check them out. – Gabriel G
REVIEW #3 – My husband and I needed some help with college planning and how that would affect our retirement. Anthem’s team helped us with every aspect of the plan. They gave us solutions that we feel we could use in real life. We couldn’t have been happier. Thank you Jimmy, Alex, Chuck and the team! Thank you! – Priscilla Sloan
REVIEW #4 – I’ve had a wonderful experience with Anthem. Jimmy and his partners are really knowledgeable, and were extremely helpful with my retirement planning. – Jack Rio
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Alexander S. Tecle – Financial Advisor
ADDRESS: 121 Alhambra Plz 10th floor, Coral Gables, FL 33134, United States
NUMBER: +1 754-335-7500
DESCRIPTION FROM BUSINESS: Alex Tecle is a financial advisor RIA offering financial planning, retirement planning, securities analysis, securities portfolios, bond portfolios, investment advice, annuities, life insurance, wealth management, wealth planning, estate planning, and succession advice…
OFFICE HOURS
| Mon | 8:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 8:00 PM | |
| Wed | 8:00 AM – 8:00 PM | |
| Thu | 8:00 AM – 8:00 PM | |
| Fri | 8:00 AM – 8:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Alexander Tecle is by far the best financial advisor I’ve had. He’s extremely knowledgeable, while watching out for your interests like a caring friend. He guided me through difficult decisions as to how to best protect my assets. I trust his judgment completely and cannot recommend him highly enough. – Phyllis Robarts
REVIEW #2 – Alexander has a gift for helping the lay person to understand investments. He shares his abundant knowledge with others in a warm, caring and professional manner. He is an excellent communicator who has helped my real estate clients and I to make financial decisions that create peace of mind – days, weeks and months later. I fully trust Alexander and know that he has our best interest in mind. – Ella Taylor
REVIEW #3 – Alex Tecle is a financial advisor who goes above and beyond. His financial planning skills are excellent. I also became aware of certain tax savings that are unique, such as net unrealized appreciation and qualified charitable distributions. I would very highly recommend Mr. Tecle as an outstanding financial planner, the top investment advisor in Miami, and a quality business professional. His approach is unique in that I did not feel as though he was selling me something. I believed he was attempting to solve my problems, even if the solution was different than working with him. I really appreciated that. Thanks very much. Kathy. – Kathy Molinares
REVIEW #4 – My source of expertise for investing and financial advice. I probably owe Alex thousands for portfolio allocation advice that has netted me returns higher than I would have gotten on my own, while keeping risk at my tolerance level. Many reviews here already vouch for Alex’s knowledge, and I can also vouch for his trustworthiness as I have known Alex for 20 years since our International Baccalaureate Program days in high school. I’m very proud that he has become a highly regarded expert in the field. – Lionel Vera
REVIEW #5 – As a business attorney, I don’t trust anyone other than Alexander with my portfolio. Alex takes a personalized modern approach to financial planning that fits perfectly with my needs and exceededly meets all of my financial expectations and goals! I definitely recommend choosing Alexander Tecle for your investment needs. – Gavin McLean
REVIEW #6 – Last year, Alexander Tecle helped my mom review create a financial plan. After 35 years of working, my mom was not sure if she could retire and be able to leave. I was so concerned about her remaining to work without her having consulted a professional financial planner. We started the process of talking to financial planners and all they did was try to tell my mom to invest all of her retirement savings into annuity without truly understanding her circumstance. Alexander took the time to outline my mom’s finances and to illustrate how his recommendations met her concerns and how her income and assets would last for the rest of her life. I am grateful to him for his insight and care he provided my mom. Now she is retired, and her plan is right on track. Thanks Alexander, you are the best! – Fatima
REVIEW #7 – Alexander is a gifted financial advisor and is a consummate student of the financial markets and investing. He has helped me prepare my financial plan since leaving college. I am very grateful to Alexander and the Anthem Advisors team and I recommend that others contact him to do the same. – Sofia Tecle
REVIEW #8 – I have been a client of Alexander Tecle for several years with excellent results. He is a dedicated professional with integrity and respect that focuses on the particular needs of the client. Alexander has earned my trust and respect thru his hard work and dedication.
Looking forward to a great future. – Jose Garcia
REVIEW #9 – Alex offers the kind of competent financial planning advice that only a seasoned professional can deliver. In addition to comprehensive financial assessment and planning Alex is also a committed professional who understands the value of long-term working relationships. Customer service is a top priority right alongside results. – Ada Guillen
REVIEW #10 – I am a self-employed therapist that has been in private practice or 6 years. When Alexander Tecle met me, I had just started my practice and I didn’t know how to start savings for retirement. Assessed my business and personal tax circumstance and made a recommendation to setup a SEP-IRA. I have been contributing to my SEP-IRA for 6 year and Alexander has been managing the growth of my retirement savings and my financial plan. Being a young person, I never thought about saving for retirement, but Alexander passion for retirement planning inspired me to start building toward this goal. He meets with me quarterly to make sure that my portfolio and financial goals are closer to being meet. He also helped setup an emergency fund and helped get my credit back on track to qualify for an FHA first-time homebuyer’s loan. I just bought my first house and for the time in a long-time, I feel like I have control over might financial destiny. I am writing this review to let all that are considering Alexander know that he is a veritable source of information and extremely knowledgeable about how to inspire and build confidence in your financial future. He is my financial guru!! – Lina Collazos
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