2 Best Gold IRA Investment Companies Near Me in Marblehead, MA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
TQM Wealth Partners
ADDRESS: 122 Washington St Ste R, Marblehead, MA 01945, United States
NUMBER: +1 781-990-3599
SERVICES: Financial planning, General investment consulting, Insurance-related financial advisement, Investment advising, Philanthropic investing-related financial consulting, Retirement savings consulting, Retirement-related financial consulting, Wealth management, Investment Management Services, Investment Strategies, Retirement Management, Retirement Plans, Retirement planning
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 – We are very pleased with TQM financial services. Marcel and the Company have been with us along our life path. We trust them with the long term financial planning as well as short term asset planning. We value TQM for their personal touch and dedication to us, the clients. We are confident in our choice of financial adviser services! – Michael Goldstein
REVIEW #2 – Marcel and the TQM Wealth Management Team have truly made a difference in our lives. They have assisted us in so many ways from financial planning and wealth investment to coordinating estate planning and current gifting. Marcel and her team are both thoughtful and efficient and willing to go that extra mile which gives us a clear understanding of where we are now and when we want to be in the future. – Tom Belhumeur
REVIEW #3 – Marcel and the team at TQM Wealth Partners have provided us with comprehensive financial planning and analysis services to optimize our personal wealth and retirement planning. Marcel takes the time to listen and understand our needs and objectives, and offers informed recommendations and solutions. We have the utmost level of confidence in her services and expertise. – Lynne Bohan
REVIEW #4 – Marcel and the TQM team are phenomenal! They have helped me with financial planning for both present and future. They are super knowledgeable, approachable and trustworthy, always going above and beyond with kindness and understanding. – Stefanie Carr
REVIEW #5 – I have been working with Jordi and Marcel as my financial advisors since 2023. I decided to work with them given their credentials, background in personal financial management, as well as their culturally adaptive approach. I wanted to work with a firm with fiduciary responsibilities to me, who would look at my financial health broadly, and co-create a strategy based on my overall ambitions. I wanted to work with a firm I would hold a relationship with for years and years. I interact the most with Jordi and he has gone above and beyond to respond to my questions outside of our regularly scheduled periodic meetings. – Marcia X. Chong Rosado
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Bentley Wealth Management
ADDRESS: 89 Front St, Marblehead, MA 01945, United States
NUMBER: +1 781-990-0808
SERVICES: Financial planning, General investment consulting, Investment advising, Retirement savings consulting, Retirement-related financial consulting, Tax planning, Wealth management, Corporate 401(k) consulting, Fiduciary Adviser, Financial Planning, Free Consultation, Independent Financial Consulting, Investing Advice, Investment Accounts, Investment Management Services, Investment Planning, Ira Rollovers, Ongoing Financial Planning, Registered Investment Advisor, Retirement Plans
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 – Finding the right financial advisor can feel overwhelming, and I’m so grateful I found Jac. After losing my husband at a young age and having young children, I needed someone I could trust to guide me and manage our finances. From the start Jac was responsive, proactive, and made me feel like a priority. He listened, built a tailored investment strategy, and we’ve been working together for five years, during which my portfolio has thrived.
Jac provides comprehensive planning; college, retirement, and an overall strategy that balances growth, safety, and flexibility. He explains options patiently and genuinely cares about his clients. Thanks to his guidance, I feel extremely confident about my financial future. I can’t recommend Jac highly enough. – Alyssa Prince
REVIEW #2 – I have been working with Jac with the Bentley group for several years. He has been great to work with. Always there to help and give advice on your finances. Always attuned to what is going on in the financial word. I would highly recommend Jac Bentley. – Marge Armstrong
REVIEW #3 – I highly recommend Jac Bentley to anyone looking for a local financial planner. He is great to work with, proficient, friendly, and very responsive in a timely manner. I am happy with the investment performance which has been outstanding. He is a very good communicator and makes me feel comfortable in planning for my future. – Nancy Gwin
REVIEW #4 – With confidence, I would recommend Jac as a trusted advisor and guide in the years leading up to retirement and throughout the retirement years. He is always ready to patiently answer questions and suggests informed strategies that align with my goals and priorities. I’ve learned so much working with Jac, giving me confidence and a welcome sense of financial security. I made the right choice to work with Jac Bentley. – Brown Dog
REVIEW #5 – Jac has been outstanding to work with. He takes the time to understand our goals, explain options clearly, and always puts our best interests first. I truly feel confident knowing he’s guiding our financial decisions, and we’ve already recommended him to friends and family. – Mike Mabry
REVIEW #6 – Finding a trustworthy Financial Advisor can be difficult and I’m glad I met Jac Bentley about 2 years ago. Jac has surpassed my expectations. He takes the time to meet with his clients in person and provides frequent market updates and communication via email. He’s someone who is visible in the community and I can trust him with protecting my family’s well being. – Will Monks
REVIEW #7 – Jac and Bentley Wealth Management have been an amazing partner for our household. Its allowed us to easily manage our finances, plan for our future and offer flexibility for how best to support our family. – Kevin Vigneron
REVIEW #8 – I met Jac through our local BNI group. Jac is a true professional financial advisor and fiduciary. After several meetings with Jac reviewing our company’s 401K it became clear that Jac would offer better service and value if we switched our plan to him as our 401k Plan Advisor. Which we are doing. I look forward to working with him as we move forward. – Jim Boland
REVIEW #9 – I’ve known Jac for nearly 20 years, and he was an important factor in the development of my own wealth management firm. I’ve always admired his work ethic, financial planning expertise, and trustworthiness. Bentley Wealth Management is a great firm for clients in the Marblehead area looking for comprehensive planning and hands-on investment strategies. – Nathaniel Tilton
REVIEW #10 – I can’t say enough about Jac! He is very easy to talk to and has taken very good care of our financial needs and as a Fiduciary acts in our best interest. We are very happy to have found him, highly recommend! – Gayle Louisos
REVIEW #11 – We were referred to Jac a couple of years ago. Never having worked with an investment advisor before, we were apprehensive. But not for long! Jac is SMART, knows how to explain things and its kind and patient. He is also super responsive. Wouldn’t want to work with anyone else! – Jennifer Donovan
REVIEW #12 – I have known Jac personally for 20 years. He is one of the most honest and ethical people I know. He truly cares about people and is a dedicated dad and husband to his family. – Tony Marken
REVIEW #13 – Jac does a great job explaining how he works and what we are trying to accomplish. He has made us very comfortable working with him. You are in good hands with Jac. – Tim Whelan
REVIEW #14 – My wife and I have collaborated with wealth advisors for over a decade. During this time, we worked with three different advisors before finding Jac at Bentley Wealth Management.
Our previous experiences were disappointing, leaving us consistently dissatisfied. Our primary concern was understanding how much of our money was being allocated to investments versus fees.
Seeking change, we began researching alternatives. Recommendations from friends led us to Bentley Wealth Management, where we discovered Jac’s role as a fiduciary, a quality we were looking for.
Upon contacting Jac, he promptly scheduled an introductory meeting. Jac was incredibly informative, explaining each step clearly and transparently disclosing fees upfront—a refreshing change from our previous advisor’s vague fee structure, revealed only through quarterly statements.
Jac took the time to understand our goals and outlined his strategy accordingly. Throughout our interactions, he has maintained open communication, always ready to clarify any questions we had. At Bentley Wealth Management, it’s evident that our best interests are the top priority. Jac’s expertise and personable approach have been invaluable.
We eagerly anticipate a long-term partnership with Bentley Wealth Management. Jac’s professionalism and the results he has achieved for our future have left us thoroughly satisfied.
REVIEW #15 – I highly recommend Jac and the Bentley Wealth Management team!
From the very first meeting, Jac took the time to truly understand my goals, values, and what matters most to my family. It was a pressure free meeting, and I knew Jac was the person we could trusted to put our priorities first.
What really sets Jac apart is his integrity and his genuine commitment to doing what’s best for his clients. He doesn’t just push products or strategies!
Jac helps you make informed decisions that align with your long-term goals and comfort level. Every recommendation feels thoughtful and personalized, with the client’s interest at the forefront.
Jac is always responsive, proactive, and patient in explaining complex financial concepts in a way that’s easy to grasp. Thanks to his guidance, I feel confident and secure about my financial direction.
If you’re looking for a financial advisor who leads with honesty, expertise, and a true sense of partnership, Jac and the team at Bentley Wealth Management stands in a class of its own – Patrick Dempsey
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