3 Best Gold IRA Investment Companies Near Me in Altamonte Springs, FL – Retirement Planning Services
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Pension Investors Corporation
ADDRESS: 220 E Central Pkwy # 3040, Altamonte Springs, FL 32701, United States
NUMBER: +1 407-875-3332
DESCRIPTION FROM BUSINESS: We specialize in custom designed retirement strategies that protect and build client wealth while reducing taxes.
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 | CLOSED | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – FABULOUS – My company has been with PICO for a few years and we couldn’t be more pleased. Brenda Wren is my account manager and she is wonderful. She is immediately responsive, completely knowledgable of all the latest laws and rules, and explains everything thoroughly. I highly recommend PICO! – Teresa Main
UNFORTUNATE REVIEW – Poor communication. You can never get them on the phone. They sent me docs, gave 0 instructions, and then “fired us” even though they had been paid. Still can’t get ahold of them. Pompous people peddling 401k’s that cost you more in fees than anything. – Kyle Blake
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Certified Financial Group, Inc.
ADDRESS: 1111 Douglas Ave, Altamonte Springs, FL 32714, United States
NUMBER: +1 407-869-9800
DESCRIPTION FROM BUSINESS: Tracing its roots back to 1975, CFG is one of the oldest and largest independent personal financial consulting and investment management firms in Florida. All of these services are provided through Certified Advisory Corp, an SEC registered investment advisor*. CAC has been certified for fiduciary compliance by the Centre for Fiduciary Excellence, a distinction held by fewer than 1% of advisory firms nationally and was recognized by CNBC as one of the top 100 firms in the country out of nearly 40,000 others…
OFFICE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Whenever we enter CFG, we are warmly greeted and welcomed back with a delicious coffee or tea. Really warm and caring environment. It’s always a pleasure to meet with Rodney. He gives us great information on our portfolio and how things are progressing. Plus its like catching up with a friend. We learn more about each other and that helps shape our investments. Plus it gives Rudy and I a chance to see where we are and where we are going. And we trust Rodney totally. – Joe Wyatt
REVIEW #2 – Always a pleasure meeting with Aaron and Jessica. They’re so knowledgeable and we feel confident in taking their direction and advice with our investments. They’re pretty great people too! Thanks for your help, your patience, and your interest in us and our family. We know we are in good hands! – Lisa I
REVIEW #3 – I have been very pleased with Nancy as my financial advisor. When I first met her after my wife’s passing, she took me on as a client even though I didn’t have the required minimums. She has done a phenomenal job at growing my retirement savings and I couldn’t ask for anything more. I have total confidence in her investment strategies and she is always there for me if I have any questions. I am lucky to have her as my financial advisor. – Gary Kalata
REVIEW #4 – This visit, as most others, went very smoothly and was very informative. We have been with CFG for over 17 years so we are very comfortable with our Financial Advisor, Denise Kovach, and she is very familiar with our financial journey. Because of that, there are usually no surprises when we meet. However, even though our financial plans remain on track our annual/bi-annual meetings always seem to produce additional insights and information that further propels and strengthens our ability to understand and actively participate in our financial future and what we want that to look like. Great job by Denise and the Certified Financial Group! – Joseph Cannon
REVIEW #5 – Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. It’s clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor! – Elizabeth Jepson
REVIEW #6 – I have found Gary and his team to be thoughtful listeners and they take into consideration my needs and plans for my future. I am grateful to be part of their clientele. – Beverly Murphy
REVIEW #7 – We have known Nancy for over 10 years, and she has always been an outstanding Financial Advisor. She is extremely knowledgeable, professional and attentive. Nancy truly listens to our concerns, explains our options clearly, and provides thoughtful guidance tailored to our needs. We appreciate her dedication and the genuine care she shows in helping us make the best financial decisions. We highly recommend her to anyone looking for trusted and reliable financial advice. – Augie Pla
REVIEW #8 – Working with Gary Abely was wonderful! Gary is top notch professional and really knows the business. All questions were answered and Gary makes financial worries less stressful and easier to handle. Great job, Gary and team. – Dana Porrello
REVIEW #9 – Gary embodies all the characteristics you want in someone managing your financial future including intelligence, confidence, personal integrity & the right amount of charisma to keep you on track to meet retirement goals. He is always very prepared for client meetings and stays abreast of political and other economic factors that could affect my portfolio. He is very trustworthy. Gary offers insightful and very timely advice via newsletters that are always well written and fact based. Gary is action oriented and immediately follows up on everything we discuss in meetings. Gary is very personable with a wide range of interests which makes him enjoyable to communicate with. He enjoys a good challenge too! I tried very hard to think of something he can improve on but couldn’t. Gary is the real deal. – Carole Hingtgen
REVIEW #10 – Changing our investments to CFG and Gary’s team may be one of the most comforting and reassuring decisions we’ve ever made. I Gary is the most knowledgeable advisor I’ve had in more than 50 years of investing—and I say that as someone who has been a financial advisor myself.
Gary and his entire team embody the perfect blend of professionalism and genuine warmth. What stands out most is the complete absence of ego—something rare in this industry. Instead, we’ve found honest, thoughtful, and deeply informed tax and investment guidance, all in one place.
As we move into our later years, we have complete confidence that Gary, Justin, and Danielle truly have our backs. And Vanessa—she’s an absolute jewel! CFG is very lucky to have her.” – Harry Scheafer
Synergy Wealth Alliance
ADDRESS: 215 N Westmonte Dr, Altamonte Springs, FL 32714, United States
NUMBER: +1 321-203-4458
DESCRIPTION FROM BUSINESS:
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 – Debbie VanGaale has been an excellent advisor for my family. She is smart, personable, and has integrity. Everything we had hoped to find in a financial advisor we found with Debbie. I sleep better at night knowing we have a professional guiding us in today’s markets. – Joyce Bone
REVIEW #2 – I had a few financial advisors in the past. After meeting Debbie Van Gaale and hearing her strategies, I was happy to switch my financial future into the capable, caring and professional hands of Debbie Van Gaale! Debbie helped me make positive choices and changes to protect and grow my portfolio for long term wealth. Thank you Debbie, I have truly enjoyed working with you! I wish I had made the change sooner. – Renee Combs
REVIEW #3 – Growing wealth in today’s economic environment is different. There are new technologies, like AI and Crypto. There are old risks that are becoming to big to ignore, like our national debt. And there are new risks coming like increased commercial real estate vacancies. The old ways of money managing no longer work. That’s why I chose Debbie VanGaale to be my financial advisor. Debbie has been a business owner. She has built her own wealth and is bringing a fresh perspective towards wealth management. – Charles Graves
REVIEW #4 – I’ve been working with Debbie VanGaale to ensure my family and I have more to look forward to in retirement than a 401k plan. She has been and continues to be a wealth of knowledge and a solution provider on a path to an earlier retirement than my previous plan would allow. Thank you!!! – Ben Strickland
REVIEW #5 – Debbie is a breath of fresh air in the world of protecting & growing wealth long term! Thank you Debbie for all that you do! – Carol Bertrand
REVIEW #6 – Chris and his team are true experts in the management of their Client’s resources. They listen and put in the real work to achieve goals! – Anonymous Na
REVIEW #7 – Preston Bellaire at Synergy Wealth Alliance in Altamonte Springs is one of the most genuine and knowledgeable financial planners I’ve had the pleasure of working with. He treats every client like a lifelong friend, offering personalized advice and truly caring about their long-term success—just like he would for his own family.
As a Central Florida real estate agent, we gladly refer clients to Preston when they’re looking to invest proceeds from a home sale or diversify beyond real estate. His expertise in financial planning, retirement strategies, and wealth building is top-notch, and he always takes the time to explain options clearly and thoughtfully.
If you’re looking for a financial advisor who will be in your corner for the long haul, we highly recommend Preston! – Peter & Traci Prantner
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