2 Best Gold IRA Investment Companies Near Me in Jericho, NY – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
PareShah Partners
ADDRESS: 333 Jericho Tpke #211, Jericho, NY 11753, United States
NUMBER: +1 516-268-3446
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Financial Investments, Financial Planning For Individuals, Financial Planning Process, Investment Advisory, Investment Strategies, Money Management, Personal And Business Financial Plans, Retirement Savings Plans
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 – Paresh has been a fantastic financial advisor for several years. Not only have his team stewarded my portfolio expertly during times of unprecedented volatility, but he’s also been a willing mentor by educating me on various financial concepts. – Shravan Bhat
REVIEW #2 – Mr. Paresh Shah is very knowledgeable in wealth management and seeks legally correct answers for clients in due course of time. He is very courteous, patient and understands client’s needs and attends to them with a consistent follow up. I would highly recommend his services for any level of financial complexity. Our experience is over four years of great financial service to us. – Nyproperty Management
REVIEW #3 – We have known and worked with Paresh Shah since 2011. His knowledge, professionalism, thoroughness, and care for his clients is second to none! He is always available to speak or meet at our convenience, and his financial insight and advice have been invaluable to us. His office staff and environment are so welcoming and friendly that we always feel at home. I give him my highest recommendation! – Raj Tolat
REVIEW #4 – I have known and worked with Paresh Shah for the past 17 years. His insights including hard work and dedication have been invaluable in helping me and my wife achieve our financial goals. We are so glad in choosing Paresh as our financial advisor. We have seen such positive results since we started working together, and we thank him for helping us feel more secure about our financial future. Also, we are very pleased and grateful for his staff as they are extremely helpful, friendly and provide timely feedback. Overall, I strongly endorse, suggest, and highly recommend Paresh Shah for his guidance and expertise. – SUDHAKAR CHAKRALA
REVIEW #5 – I’ve had a great experience working with Mr Paresh and his team. Their advice has been thoughtful, tailored to my goals, and always clearly explained. I truly appreciate the proactive communication, transparency, and the care shown in managing my Estate planning. Thank you for your excellent service and ongoing support. – CHanchal Chadha
REVIEW #6 – Assistance with business retirement programs and investing strategy has been a smooth experience, showing promising results. I intend to expand my relationship with PareShah Partners. – David Miller
REVIEW #7 – Very professional and informative timely service – Sunil Shah
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Opal Wealth Advisors
ADDRESS: 2 Jericho Plaza #208, Jericho, NY 11753, United States
NUMBER: +1 516-388-7980
SERVICES: Alternative Investments, Asset Allocation Strategies, Asset Management, Estate Planning Strategies, Financial Advisor, Investment Advisors, Investment Advisory Services, Investment Management, Investment Options, Investment Portfolio, Investment Strategies, Retirement Income Strategies, Retirement Plan Consulting, Retirement Planning
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 – I have found Opal Wealth Advisors to be an extremely valuable source of professional advice and investment offerings that have provided me with excellent returns over the years. Together we have found the perfect balance of growth, income and risk that has weathered volatile markets. I highly recommend you reach out to Jesse (The entire staff is amazing too!) and tell him you want to be as happy as Bob! – Robert Borneman
REVIEW #2 – Very dedicated and professional financial advisors. We have been working with Opal Wealth Advisors for 2 years. Highly recommended for anyone looking for a personalized approach. – Judi Katona
REVIEW #3 – Opal has been beyond expectations. They are prompt, extremely knowledgeable, and have my best interests at heart. – Megan Callahan
REVIEW #4 – Opal Wealth Advisors has helped us to build and maintain our wealth before and now during our retirement years. – Laura Walsh
REVIEW #5 – Working with Joe and the Opal team has been a wonderful experience. They are all communicative and willing to answer my questions in a clear, prompt, and helpful manner. Joe is incredibly personable and phenomenal at his job. I’d recommend Opal to anyone looking for a financial advisor! – Denali Graham
REVIEW #6 – Have been working with Lee at Opal Wealth for a couple of years now. He is thorough and very detail oriented, discussing aspects of finance with my wife and myself that previous managers never touched on. He and everyone we have encountered at Opal are courteous and responsive, which when it comes to personal finance is, at least to us, very important. Wish we had met Lee sooner but glad we are with him and Opal now. Highly recommend! – jeffrey Singer
REVIEW #7 – Had a very professional phone meeting with my advisor yesterday. We went over my four accounts and made some changes. I am very happy with the decisions we made together. – Linda Szabo
REVIEW #8 – Opal advisors are the best in the business. They know the market well and get you invested in products that are best suited to your needs. They do not try to sell any products. Joe F. and his team are available by phone or email at anytime. They are only interested in doing what’s right for you, your family and your future. I highly recommend Opal and their expert advisors. – Rob Ramphul
REVIEW #9 – Great company with great people working for them. Have learned a lot through my advisor Gino Carollo and his team. They take the time and also the concern needed when making such important decisions. Always available and always helpful. – John Major
REVIEW #10 – We’ve been with Jesse Giordano for a lot of years and we sincerely have a very beneficial and productive experience with him. We also appreciated his tremendous knowledge and expertise and never stop enriching himself on the financial field. Special mention to Lee, Joe and the whole staff for their kindness on every conference with OWA. – Rolando Francisco
REVIEW #11 – Best company ever! You will not be disappointed if you choose them for you wealth advisors. They are always there when you call no voice recording a real person will answer the phone and help you with all your questions and financial needs. You will be making a big mistake not choosing them! – Kathleen bagnasco
REVIEW #12 – Opal team is very friendly and anxious to accommodate the client in every way. They look out for you with understanding of your needs. – Paul Paris
REVIEW #13 – I have been a client of Jesse, Lee and Joe for a very very long time! North of 15 years. They are excellent humans who are smart and awesome to work with! – Evangelia Theodorou
REVIEW #14 – Their advice is holistic and not limited strictly to our investments. They are helpful with all aspects of our financial lives, from the best way to purchase a car, tax planning, health care, to long-term care. We needed a consultant to help us sell our business, and they recommended the most fantastic firm that got us so much more money than we expected and guided us safely through the entire process. They are extremely responsive and professional. And we continue to make money with them!! – Michael S. Teller, AIA
REVIEW #15 – Working with Opal Wealth Company has been one of the best financial decisions I’ve ever made. I came in with very little financial background and many questions, and they have always been patient, responsive, and incredibly supportive. When I became the executor of a family estate without any formal training, their guidance was invaluable. They walked me through complex decisions, explained everything in plain language, and made me feel confident every step of the way. When I’ve needed fast funding or quick advice, they’ve always been there.
I’ve worked with Lee Korn for over 30 years, dating back to when he worked with my family, and that longevity says everything. His experience, business insight, and integrity are unmatched. As my children and I have explored entrepreneurial ventures, Lee has been an invaluable sounding board for all of us — offering thoughtful advice, smart connections, and the encouragement to pursue new ideas while always reminding us to keep balance and perspective.
If you want financial advisors who are responsive, knowledgeable, trustworthy, and genuinely invested in your success, Opal Wealth Company is simply exceptional. – Leslie Watnik
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