2 Best Gold IRA Investment Companies Near Me in Fall River, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Nathan Richard – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 275 Martine St Ste 302, Fall River, MA 02723, United States
NUMBER: +1 781-772-2454
DESCRIPTION FROM BUSINESS: As an Ameriprise financial advisor serving clients in the Fall River, MA area, Nathan Richard will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future…
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 – Mr. Richard has been a great help in advising me on my financial matters. He is patient and knowledgeable. I hope to work with him in the future. – steven amicangelo
REVIEW #2 – Nathan is absolutely fantastic to work with. Makes it easy to do financial planning! Highly recommend! – Amy O’Connell
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
South Coast Planning & Wealth Management LLC
ADDRESS: 222 Milliken Blvd 3rd Floor, Fall River, MA 02721, United States
NUMBER: +1 508-290-0411
DESCRIPTION FROM BUSINESS: Financial Planning & Wealth Management. Whether you’re in or near retirement, just setting out on your own, or building your career, we’ll create a financial plan that provides clarity, focus & confidence.
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Working with Dan Pinheiro at South Coast Planning & Wealth Management has given my wife and I a level of financial confidence that we never thought possible. We were not receiving this from our former adviser. Dan’s knowledge base is second to none! He’s not just a Financial Adviser, he is a teacher and a friend. Before meeting Dan, we felt completely overwhelmed and lost when it came to our finances. Dan patiently walked us through every step of the planning process, and now we have a clear, actionable plan of action for our future. We no longer worry about our investments or retirement. We feel secure and well-cared-for. We highly recommend Mr. Dan Pinheiro at South Coast Planning & Wealth Management to anyone who is seeking not just financial guidance, but to anyone who wants peace of mind for their future – Everett Manchester
REVIEW #2 – Dan was incredibly knowledgeable and helpful in building our financial goals for the future. He was patient, flexible, and kind in his approach. We left feeling like we had a solid plan for retirement and a good budget that meet each of our fiscal goals. We highly recommend his services. – Jill Ritacco
REVIEW #3 – Was referred to Dan for financial planning assistance in preparation for some big life plans and had a fantastic experience. Dan was very thorough in understanding my family’s needs, what our goals are, and the very tactical steps needed to take in order to achieve said goals. Would recommend Dan in a heartbeat. – Kristina Rosemond
REVIEW #4 – Dan’s multiple credentials, work experience, and location made him a rare find, and was even more than what my husband and I were looking for. He’s helped us understand things from multiple lenses and helped us answer questions that we hadn’t even considered. He effortlessly balances being professional and personal and is someone we know we can trust in helping us make the best decisions for our family based on our goals. We’re looking forward to working with him for decades to come! – Michaela Goncalves
REVIEW #5 – Dan is extremely knowledgeable and has a clear and understandable way of relating his recommendations and commitments to your ultimate goals. Very assessable by email, texts and phone. Would highly recommend! – Marilyn Breare
REVIEW #6 – Dan has help us through the pre-retirement planning, 401k consolation and set our mind at ease as we look forward to embracing the next phase of our life..highly recommend him and his company – Rob Madigan
REVIEW #7 – My wife and I hired Dan for financial planning services and we had an awesome experience. We are a young couple in our late 20’s and retirement isn’t always top of mind at this age. Dan made all of our conversations relatable, informative, and helped us get on a path for short term goals while keeping long term goals in mind. I wish more people in their 20’s would make the investment to create a financial plan and should look no further than working with Dan! – Jenna Urso
REVIEW #8 – Dan was very helpful in addressing my unique use case. He worked with me to understand my needs and took into consideration many of the items I had been planning/thinking about to provide proper guidance on the feasibility of attaining those goals. There are a lot of things to consider when doing this type of planning and Dan helped me understand those in more detail to provide a more realistic understanding of my current state and future. He listens well, is easy to speak with and provided availability to work with us at the hours we were available. – Matthew Grenier
REVIEW #9 – Dan has been such a pivotal point person in helping me and partner get our finances in order so we can meet both our short and long-term goals! He adeptly helped us understand our personal blind spots, and effortless supported us in creating and maintaining a plan to navigate our funds. We recommend him and his practice without hesitation:) – Richelene Cesar
REVIEW #10 – Dan was a pleasure to work with as we mapped out my retirement plans. I have recommended his services at South Coast Planning & Wealth Management to friends and coworkers and will continue to do so. He is very knowledgeable about the intricacies of creating a financial plan and made the process interesting and easy and I was very satisfied with the outcome.- Brian Dubis
REVIEW #11 – We reached out to Dan to help us plan our financial future as we approach retirement. Dan is very knowledgeable and able to communicate information in a way that was easy to understand. We highly recommend South Coast Planning and Wealth Management. – mary anne dufault
REVIEW #12 – My wife and I worked with Dan the last few months to help better understand our current financial standing, set financial goals for ourselves, and identify key actions we needed to take to set our family up for future success. Throughout the process, Dan was extremely welcoming, thorough and provided us with all the information we needed to be successful moving forward. Thank you so much for all the support, we left feeling our family is prepared for financial success. – Christopher Austin
REVIEW #13 – Dan was fantastic to work with. He provided great recommendations, thoughtful responses and explanations to all my questions, and ultimately helped add clarity to the confusing process of financial planning. I would highly recommend him. – Matt Pelletier
REVIEW #14 – It’s a pleasure working with Dan at South Coast Planning & Wealth Management. We find him to be very professional, informative, knowledgeable, and timely—from both a portfolio management and financial planning perspective. Choosing to work with Dan has been one of the best decisions we have made for our financial future. – Carlos Neves
REVIEW #15 – I was looking for a comprehensive financial plan as I am approaching retirement. I wanted to pay a one time fee as opposed to having someone manage my accounts for a percentage. South Coast Planning & Wealth Management offered this service. I found Dan Pinheiro to be very personable, professional and knowledgable. The end result gave me some strategies to enact, and a high degree of confidence that my retirement plan is solid. My expectations were exceeded. I confidently recommend South Coast Planning & Wealth Management to family, friends or anyone seeking this service. – Crispin Leverone
REVIEW #16 – Working with Dan was beyond beneficial to helping our family plan for the next 5 years and beyond. I highly recommend to any young family trying to get a clear picture of how much to save, spend, and invest for the future. Dan was quick to respond to emails and made it very easy to schedule appointments. – Heidi Austin
REVIEW #17 – I consulted with Dan Pinheiro at South Coast Planning & Wealth Management and I couldn’t be happier. Dan offers great advice, clear communication, and excellent service. – Michael
REVIEW #18 – I highly recommend South Coast Planning and Wealth Management! As a young professional wanting to put myself in the best position financially, I started working with Dan to figure out a plan to pay off my student loans and gain knowledge and advice on budgeting, saving, and retirement.
Dan gave a lot of really helpful guidance from the beginning while letting me create my own goals and focus on topics that were the most pressing for me. He’s personable, encouraging, and always takes the time to answer all my questions! Couldn’t be happier working with him and I’m sure he’ll be a valuable resource as my finances change in the future! – Margaret Waterman
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
