3 Best Gold IRA Investment Companies Near Me in Concord, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Brash Financial Inc.
ADDRESS: 12 Bradwick Dr #2, Concord, ON L4K 3P6, Canada
NUMBER: +1 416-454-5142
DESCRIPTION FROM BUSINESS: Financial Advisors, Retirement Planning, Pensions, Disability Insurance, Group Retirement Plans, Insurance And Financial Management, Investment Planning, Life Insurance Protection, Personal Life Insurance, Personal Tax Returns, Retirement Planning, Security Plan, Term Life Insurance, Wealth Creation, Wealth Preservation
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 | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have personally used the services Miles Rubinoff at Brash Financial for quite a few years. I find that Miles has a unique combination of a very wide knowledge of products, combined with remarkable people skills that enable great success for his Clients. I personally recommend Miles for Pension, Wealth creation, and Insurance needs. – David Gotfried
REVIEW #2 – The most professional financial service company I have ever had the pleasure to deal with. Miles is extremely knowledgeable. I wholeheartedly recommend Brash Financial. – Dan Bleiwas
REVIEW #3 – They have great knowledge of the markets and have always shown real interest in achieving the best results for our investments. – Paulo Sertek
REVIEW #4 – Great service, very reasonable pricing, very creative solutions to personal and corporate polices and saving programs. – Not a Chef David
REVIEW #5 – Miles is one of a kind
He keeps on top of all my investments
If you’re looking for a financial advisor
Give Miles a call
You will not be disappointed
He has made my family a lot of money – Salvatore Chianelli
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Shah Financial Planning Inc.
ADDRESS: 10 Great Gulf Dr Ste 208, Concord, ON L4K 0K7, Canada
NUMBER: +1 905-669-5000
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 – I am so grateful to Shah Financial for their knowledge, expertise and profound wisdom when it comes to money management and financial planning. Their team is so professional, kind, knowledgeable and diligent in explaining things to us that we can understand. We’ve even passed the torch now to our children to entrust their finances and financial planning to the Shah Financial Team. Thank you for everything you have done for our family. For giving us peace of mind and for always looking out for our best interests. Thanks to you we feel secure and protected knowing that we have astute professionals who care about our family and our future. I highly recommend Shah Financial for all your financial needs. – Rossana Burgos
REVIEW #2 – I been with Shah financial planning Inc almost 20 years. I found they are the best to get financial advice and planning for investment. I can see how my money grows with there advice. Adviser gives me best advice and available when I need him. Devang is best advisor. He is very knowledgeable and professional. – bIREN Shah
REVIEW #3 – Shah Financial is helping people to build a wealth. I am working with Mr. Shah & Mr. Dipesh who are extremely helpful not only to consultants but to public as well. Shah Financial have tailor made solutions for all type of mutual funds portfolios which helps to create & grow your wealth. I recommend to every one go to Shah financial for financial freedom. – Arun Kumar,CPA CGA
REVIEW #4 – Shah Financial Planning advisors know what they are doing. They go the extra mile in educating you with your investments, in a relaxed and friendly manner. Professional service and advice guaranteed. Working in the best interest of the client. – Amit shah
REVIEW #5 – We are investigating our found by Devang shah in shah finance. He is such a wonderful person with lots of knowledge. We will love to invest our hard working money with shah finance. See you next year again.😊 – Mitesh Shah
REVIEW #6 – I recently had the pleasure of working with Shah Financial Planning Inc., and I couldn’t be more satisfied with the experience! From the moment I reached out, Mehul Shah was incredibly responsive and attentive to my financial needs. His expertise and personalized approach made all the difference in helping me navigate my financial goals.
Mehul took the time to thoroughly understand my situation and provided me with tailored strategies that were easy to understand and implement. He is not only knowledgeable but also genuinely cares about his clients’ success. I felt supported and informed every step of the way.
I highly recommend Shah Financial Planning Inc. to anyone looking for comprehensive financial advice and planning. Thank you, Mehul, for your outstanding service and dedication! – AYUSH PATEL
REVIEW #7 – I can’t say enough good things about my experience with Shah Financial Planning Inc. Working with Mehul Shah has truly been a game-changer for my finances. From our very first meeting, I felt at ease. Mehul took the time to listen to my concerns and understand my financial goals, which made me feel valued as a client.
What really impressed me was how he was able to break down complex financial concepts into simple, actionable steps. It felt like I had a trusted friend guiding me through the process, rather than just a financial advisor. He was always available to answer my questions and provided insights that I hadn’t considered before.
Thanks to Mehul’s guidance, I’m now on a clear path toward achieving my financial dreams. If you’re looking for someone who genuinely cares and knows their stuff, I highly recommend Shah Financial Planning Inc. Thank you, Mehul, for your support and expertise! – Darshana Patel
Penmore Financial Group Inc
ADDRESS: 3301 Langstaff Rd, Concord, ON L4K 4L2, Canada
NUMBER: +1 905-669-5577
SERVICES: Benefits Programs, Corporate Benefits Consulting, Corporate Insurance Planning, Customized Solutions, Employee Benefits, Estate Planning, Financial Planning And Management, Financial Planning For Retirement, Global Benefits, Group Benefits, Group Benefits And Retirement Plans, Insurance Services, Investments, Life Insurance Strategies, Wealth Management
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I highly recommend Kyle Grooms. He is both service oriented and highly knowledgeable in his field which equates to a great business partner. He and his team are very well versed in both group and individual insurance and Penmore also has strong expertise in international global benefits. Kyle is someone that I do not hesitate to introduce to my own clients. – Recruit King
REVIEW #2 – Roland has been our professional adviser for a significant period of time and has proven himself, knowledgeable, trustworthy, accessible and quite willing to answer all our questions. He has a wonderful sense humour, is very easy to talk to and takes a proactive approach to managing our portfolio. With his guidance there has been a steady growth in our assets and it has been a pleasure having him act on our behalf. I would highly recommend his services to my friends and colleagues. – Jonathan Soriano
REVIEW #3 – Kyle Grooms at Penmore Financial Group has worked with me over the years to create a personalized financial plan for my life now, and for the future. I continue to recommend Kyle’s services to friends and family because I want my loved ones to feel as secure as I do. He always takes the time to provide explanations, advice, and guidance in ways that I understand. Thanks Kyle! – Michaela Murphy
REVIEW #4 – Kyle was consistently thorough and accessible – over a number of years with us. He has a thorough understanding of insurance, and the changing needs related to aging. He was very helpful referring to his colleagues in the investment division as well, and that was a good experience. – Ann Dempster
REVIEW #5 – Daniel made the process of applying for Disability Insurance as simple and stress free as possible. He always outlined my options, kept me informed throughout the process, and was quick to answer any questions I had. He was very thorough and knowledgeable, always advocating for the best possible coverage for me. I would definitely recommend his services. – Rebecca-Jane McAllister
REVIEW #6 – Kyle Groom is exceptionally knowledgeable in helping me register for insurance. He streamlined this multi-step process and highlighted important details that I otherwise would have missed. If you want expertise combined with peace-of-mind, I would highly recommend him. He is the epitome of being one-step ahead of the game. – Blair MacFarlane
REVIEW #7 – My family and I have been working with Daniel Moretto for several years now and it has been an extremely positive experience. The number one quality I look for when working with an advisor is integrity and I can confidently say that Daniel has exceeded my expectations.
Daniel took the time to truly understand my financial goals and worked with me to create a plan that was right for me. He has been diligent in setting up frequent touch points and is quick to respond to adjustments in my investment strategy over the years. Daniel has a strong team behind him at Penmore, so rest assured you are in good hands!
I continue to recommend Daniel to my family and friends and would highly recommend him to anyone looking for sound financial advice. – Ali Khwaja
REVIEW #8 – I highly recommend Penmore Financial Group, especially working with Daniel Moretto. From my very first meeting, Daniel has been incredibly knowledgeable, thorough, and patient. My biggest priority when I started investing was finding someone who could explain everything in a way that made sense, since I wasn’t familiar with a lot of the financial and investment terminology.
Daniel has always taken the time to answer my questions and break things down into simple, easy to understand explanations without ever making me feel rushed or intimidated. His patience, professionalism, and genuine care have made me feel confident and comfortable throughout the entire process.
If you’re looking for a financial advisor who truly takes the time to educate and support his clients, I can’t recommend Daniel and the team at Penmore Financial Group enough. It’s been an excellent experience, and I look forward to continuing to work with them. – netta mercuri
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