2 Best Gold IRA Investment Companies Near Me in Port Perry, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Edward Jones – Financial Advisor: Michael Stewart, CFP®
ADDRESS: 183 Casimir St Unit #1, Port Perry, ON L9L 1B7, Canada
NUMBER: +1 905-985-6282
SERVICES: Tax planning, Wealth management, Brokerage Accounts, Education Savings Plan, Group Plans, Investing Strategies, Investment Advisors, Registered Education Savings Plan, Retirement Planning
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Michael has been dealing with my parents for many years and has always been amazing. My dad passed last year and Michael was an absolute gem to my mom and our family. Booking multiple meetings to ensure mom was good both emotionally and financially. He also was there for us (mom and family) emotionally during the trying time. Michael is AWESOME and I highly recommend him – OH WAIT, he has also done just an incredible job with my parents (now moms) portfolio over all these years. THANK YOU Michael! We truly appreciate everything you have done for us. – Drew
REVIEW #2 – Michael has made retirement and investment planning straightforward and stress free. Knowledgeable, transparent and genuinely invested in his clients success. Highly recommend. – Rob Julian
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Edward Jones – Financial Advisor: Joshua Orth
ADDRESS: 180 Mary St Ste 9, Port Perry, ON L9L 1B7, Canada
NUMBER: +1 289-653-1990
SERVICES: Estate planning, Financial planning, Tax planning, Wealth management, Estate & Legacy Strategies, Group Plans, Risk Management & Insurance Planning
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 – Joshua took the time to answer my many questions in a clear manner, he is so very patient and kind, while also being knowledgeable about all types of investment opportunities. I would have no hesitation in recommending Joshua Orth, Financial Advisor, Edward Jones for all your investment needs, especially if you are new to the investment world! – Vicky Artamonov
REVIEW #2 – I have been an especially satisfied Edward Jones client for many years. More recently the team of Joshau & Kaitlyn have continued to provide exemplary, professional support & courteous service. As a retiree it’s a comfort knowing that my financial future is sound. Many thanks Joshua & Kaitlyn. – Paul Uytenbogaart
REVIEW #3 – I had an excellent experience working with Joshua Orth. He took the time to understand my goals and explained complex concepts in a way that was easy to grasp. What stood out most was his genuine commitment to helping me make informed decisions. I always felt confident in his guidance, knowing he had my best interests in mind. His recommendations were thoughtful, strategic, and tailored to my unique situation.
He made a potentially overwhelming process feel manageable and empowering. – Kimberlee Tripp
REVIEW #4 – Highly recommended! Joshua helped my wife and I with good financial tips and strategies to set us on the right path for our short and long-term investment planning. – Danny Bell
REVIEW #5 – Investing made easy! Josh is personable and always available for a chat. Always looking to guide you in the right direction and never compromising his integrity. I trust him 100% and would definitely recommend sitting down with him for a chat about your financial goals. – nelson santos
REVIEW #6 – Joshua is so knowledgeable, I’ve had such a great experience investing and interacting with him and the staff . Take the time and set up a meeting to learn about your futures wealth. – Gary
REVIEW #7 – Joshua was such a breath of fresh air, down to earth and really personable. Josh helped me put my mind at ease financially and gave me really a really good plan to set my financial future up for success. I recommend anyone who wants a straight shooter who’s knowledgeable and can relate to everyone to see Josh. – Ryan Tan
REVIEW #8 – Best financial advisor I’ve ever had to deal with! Very knowledgeable and helpful. I would 100% recommend him to everybody! – Ben Routledge
REVIEW #9 – Excellent service and advice. Josh has made investing easy to understand and delivered great results. I trust them completely. – Andrew Horta
REVIEW #10 – Josh has made us very happy with his professionalism and dedicated care. – Rob Flower
REVIEW #11 – Josh is very good at what he does. Highly recommend!! – Trish Flower
REVIEW #12 – Very Knowledgeable, attentive to your investment goals and a pleasure to work with. – walter vice
REVIEW #13 – Great experience coming here. Josh seems very knowledgeable and gave me peace of mind investing with this firm. – Kris Beal
REVIEW #14 – Everything was explained to me in terms I could understand! – Patricia Chamberlain
REVIEW #15 – Joshua Orth came very highly recommended and we aren’t disappointed. We have been loyal RBC customers for over 30+ years trusting our needs were priority and in our best interest. For the most part, this was accurate. After meeting with Joshua, it is clear that things were far from optimal. He is very professional, knowledgeable and extremely personable. He made us feel heard and understood. We feel secure that we are a good match in our financial philosophies with our needs and wants moving forward. We look forward to our future together. We highly recommend him. We learned things we didn’t know we didn’t know. Thank you to Joshua. – Matejka Mazgon
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