2 Best Gold IRA Investment Companies Near Me in Oviedo, FL – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Brick Retirement Group
ADDRESS: 434 N Central Ave, Oviedo, FL 32765, United States
NUMBER: +1 321-972-8768
SERVICES: Retirement Accounts, Retirement Income Review, Retirement Plans For Small Businesses, Retirement Strategy, Retirement planner, Saving For Retirement, Social Security Benefits, Tax & Estate Strategies, College Savings, Comprehensive Estate Plan, Defined Benefit Plans, Financial Accounts, Financial Advisors, Financial Guidance, Investment Accounts, Investment Advisory Services, Investment Insurance, Investment Portfolio, Investment Strategy,
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I don’t feel like a client but like family. Conversations here are never rushed. They take the time to break everything down and I leave feeling confident with the decisions made. If you’re in the market for people who are knowledgeable, responsive and who truly have your best interest at heart this is where you wanna be. – Nikki Taggart
REVIEW #2 – Greg is awesome. He has been helping me prepare for retirement for the last 27 years. That dream just became a reality this month. – Brandi Massman
REVIEW #3 – Brick Retirement Group has been a great help in preparing me for retirement and organizing my finances. Their team is knowledgeable, patient, and explains things clearly. I feel much more confident about my future thanks to their guidance. Highly recommend! – Karen Faiq
REVIEW #4 – The owner took his time to explain the best way for future investments as well financial advice I appreciate his time – Luis Torres
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Investment & Insurance Planning Services, LLC
ADDRESS: 261 Plaza Dr B, Oviedo, FL 32765, United States
NUMBER: +1 407-542-3249
SERVICES: Alternative Investments, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Account Management, Comprehensive Financial Plan, Comprehensive Retirement Plan, Financial Planning And Advice, Financial Advisors, Investment Accounts, Investment Advisor, Investment Advisory, Investment Management, Investment Portfolio, Investment Strategies, Responsible Investments, 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 – Mr Blount has aided me in realizing and accomplishing my retirement goals. His expertise in understanding the market is invaluable and he has an equally equipped staff who are so invested in guiding and educating each client. I highly recommend Mr Blount and company to anyone who values an honest review of how to invest in your financial well being. – Helena Lovett
REVIEW #2 – I came to Investment & Insurance Planning Services 9 years ago. I was seeking a company that based their services on a more personal level and not making me feel like a cold added number to a company. Did I say 9 years ago? That means I found what I was looking for and more. The staff has become family. They genuinely care about their clients and look out for their wellbeing as well as ensuring financial goals are on track. Their guidance has been outstanding! If you want a company that truly looks out for you look no further than Investment & Insurance Planning Services. – Valerie Newman
REVIEW #3 – Safely invested our nest egg for us after several tries with others. Calm, understandable explanations and easy to understand website. Great option for seniors. Very happy with our relationship spanning almost 10 years now. – Howard Lee
REVIEW #4 – This group is very knowledgeable and helpful. I appreciate so much the advice and help I received from them. – Carrie Sorensen Twin 2
REVIEW #5 – This firm has successfully assisted me with my investment needs for almost two decades. Their expert guidance is tailored to the individual through face-to-face meetings as well as periodic newsletters and other materials. I appreciate their work on the details to provide ongoing financial advice and planning. – Amy Voelker
REVIEW #6 – They take the time to go through our accounts and explain when needed. David can always make time to come to our home which isn’t local to his office. – Cheryl Smith
REVIEW #7 – I and my wife are very very happy with the services and treatment from David Blount and associates. he got us worry free through both our retirements and we have had the pleasure of watching our savings grow and grow under his financial guidance – Michael Schau
REVIEW #8 – David & his team have been excellent for us! – Nelda Frady
REVIEW #9 – Rohan was exceptional to work with, would definitely recommend him to anyone looking for Financial Planning! – Cass Levinson
REVIEW #10 – Rohan is great. Appreciate all the help Rohan! – Nathan Marques
REVIEW #11 – I’ve known David for about 20 years and have sent him many of my senior clients for getting assistance with managing their finances. I have personally had David and his team managing my portfolio for about 5 years. The team is very responsive and professional – and the growth of my assets shows that they really know their stuff. I highly recommend. – Patrice Antony
REVIEW #12 – I cannot say enough good things about Investment & Insurance Planning Services, LLC and the exceptional service provided by David Blount and Rohan. The entire team is exceptional!
I have personally known David for many years, and he is a man of tremendous character and integrity. He is a devout Christian, a wonderful husband and father, and someone whose personal and professional life is guided by strong principles, honesty, and a genuine desire to do what is right for others. Those same qualities are evident in the way he serves his clients.
David is extremely methodical and strategic in his approach to wealth management and financial planning. He takes the time to listen, understand your goals, explain your options, and develop a thoughtful strategy rather than simply offering one-size-fits-all solutions. His attention to detail and long-term perspective give you tremendous confidence that your financial future is being handled with care.
David and Rohan are consummate professionals who continually strive for excellence. What impresses me most, however, is the importance they place on relationships. You never feel like just another client or account. Their personal touch, accessibility, communication, and genuine concern for the people they serve set them apart.
I could not be happier with the service, guidance, and personal attention I have received from Investment & Insurance Planning Services. If you are looking for financial professionals who combine integrity, expertise, strategic thinking, and truly personalized service, I highly recommend David, Rohan, and their team. Five stars without hesitation. – Dan Purcell
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