3 Best Gold IRA Investment Companies Near Me in Coral Springs, FL – Retirement Planning Services
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Global Wealth Management
ADDRESS: 4500 N University Dr Suite 200, Coral Springs, FL 33065, United States
NUMBER: +1 954-533-7144
DESCRIPTION FROM BUSINESS: At Global Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
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 – Tyler Morales, financial advisor, is an asset to your company. He is smart, quick, knowledgeable and explains complicated investments in easy to understand terms. He’s a gentleman and a scholar. Thank you Tyler for your time and hard work and great smile! – Melodi Willis
REVIEW #2 – Kyle was very thorough reviewing my account. Explained where we did good and where we can make changes. I feel very comfortable with my investments and believe I am set up well for retirement in the next year or two. – Bud Mansor
REVIEW #3 – John Murphy was very knowledgeable so me and my family has him managing our portfolios – Mohamed Kassamali
REVIEW #4 – My advisor, Kyle Kelly, is excellent. Personable, knowledgeable and really enjoys what he does. My portfolio is in good hands and in great shape. – LAS
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Prosperitus Wealth Advisors
ADDRESS: 2855 N University Dr #110, Coral Springs, FL 33065, United States
NUMBER: +1 954-400-1470
DESCRIPTION FROM BUSINESS: Prosperitus Wealth Advisors is a holistic financial planning and wealth advisory firm. From wealth management and tax planning to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources…
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’ve been working with Christian for years, and I can confidently say he is an outstanding financial advisor. Before we met Christian, my husband and I were told by our initial advisor that we would never be able to retire with our finances as they were, and that no plan would help. Christian took the time to truly understand our situation and put together a robust strategy that not only put us on track for retirement, but allowed me to retire last year and my husband on track to comfortably retire next year. His dedication, expertise, and forward-thinking approach have transformed our financial future. Our lives have been forever changed for the better. I’m incredibly grateful for all he’s done, and I wholeheartedly recommend Christian to anyone looking for a trustworthy and knowledgeable advisor! – Maria Nelly
REVIEW #2 – The staff at Prosperitus Wealth Advisors are professional, friendly and easy to work with. We have been with Christian Urbina for more than ten years and he is always responsive, professional, and wise beyond his years. He helped us through purchases, deaths, many financial decisions and continues to explain complicated issues in simple terms that are easy to understand. We would highly recommend Prosperitus Wealth Advisors. – Lynne Schaeffer
REVIEW #3 – Integrity, professionalism, efficiency, respect all fall short when describing this expert team of wealth advisors. Their expertise is outstanding in the field, but they are a class of their own. When they provide information, it is on point, fast and dependable. If they commit to something, they deliver. The time they invest in listening and paying attention to the client is admirable and difficult to find elsewhere. There is not a question that goes unaddressed. My only regret is not having had this team managing my wealth earlier in my life. This is a proven team, considered a member of our family for over 20 years. Apart from their knowledge, their intuition is something you can’t find elsewhere. We are grateful and blessed to have our financial present and future in their knowledgeable and dependable hands. Thanks so much. – R Nelson
REVIEW #4 – I’m not even sure how to fully describe the appreciation I have for Prosperitus Wealth Advisors. For the last seven years, they have been a continued trusted resource/advisor with all the financial plans that we are making for our family. This is a business where the highest form of currency is Trust and dependability. Don’t make the mistake by choosing any other firm. – Gregory Grzesiak
REVIEW #5 – I would recommend Christian and his team to anyone looking for a financial advisor. His group is knowledgeable in all areas of personal finance and execute sound strategies for investments based on your goals. Everything is personalized to your needs and advice is given so you have control over your investments. I have been a client of Christian’s for many years and I have recommended others to see him for their financial advisor needs. The main qualities I look for in a financial advisor relationship is trust and transparency. Propertius Wealth Advisors is a group that has gained my trust over the years and has always been fully transparent with all my investments. They are a wonderful group to work with! – Renee Larocque
REVIEW #6 – The staff at Prosperitus Wealth Advisors is very professional, responsive, and knowledgeable. Mr. Maxime Jean-Louis is an amazing financial advisor. I have been a client of Mr. Jean-Louis for over 15 years, he is very knowledgeable and tailor sound investments strategies towards my personal goals. He has been very reliable with regular reviews and thorough explanations of current market conditions and what effects that might have on my plans. He is very personable and easy to work with. I highly recommend Mr. Jean-Louis to anyone looking at growing their existing retirements accounts, business ventures and any other financial endeavors one would embark on. – Carle Albert
REVIEW #7 – My Prosperitus Wealth Advisor is Maxime Jean-Louis. We met about 8 years ago, and I hired him as my advisor a couple of years later. I hesitated at first because I was working with another financial advisor at the time, but I never regretted the decision. Maxime has been a close ally and wise counselor. I have recommended him to several close friends and family members, including my own children. He has served them well. He is committed to the well-being of his clients, and he serves them with a passion. – Ed Lassegue
REVIEW #8 – Christian Urbina is a top-notch financial advisor who takes the time to listen to your concerns and find the best solution for your personal situation. He takes great care to ensure that your finances are well taken care whether we are in a recession or during good times. Everything is very transparent and you have access to your finances at all times. Come here and you will never regret it. Simply the best there is! Thank you Prosperitus! – Tania Drago
REVIEW #9 – Christian has been my financial advisor for more than 10 years. I cannot imagine working with someone else. Christian takes the time to go over every detail to make sure you understand what is going on. The most important thing to have with an advisor is trust. Christian has mine. I recommend him to anyone I speak to looking to set goals for the future. Also, he returns calls and messages in a timely manner. He makes you feel that you are his number one guest.
Not everyone has the same goal and no matter what goal you are reaching for, he does his due diligence to make sure you are at the right opportunity to make it happen.
Christian, thank you for everything you have done. Looking forward to working with you for another 10 years or more. – Richard Hernandez
Wealth InsurED
ADDRESS: 1801 N University Dr PH A, Coral Springs, FL 33071, United States
NUMBER: +1 888-434-4575
DESCRIPTION FROM BUSINESS: We are a financial firm that specializes in alternative retirement solutions, and creative tax mitigation strategies.
OFFICE HOURS
| Mon | 8:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 8:00 PM | |
| Wed | 8:00 AM – 8:00 PM | |
| Thu | 8:00 AM – 8:00 PM | |
| Fri | 8:00 AM – 8:00 PM | |
| Sat | 10:00 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am very pleased with the service I received from annuity Representative Cori Bond. She was extremely knowledgeable and took time to explain every detail with patience and clarity. I especially appreciate how she broke down the advantages of the annuity and made it easy to understand. I highly recommend contacting her if considering making a financial move. – Gloria Bond
REVIEW #2 – Justin Balik is an excellent financial adviser. Easy to talk to, good humor, and strives to take care of his clients. He even does follows up if he believes there’s better or more appropriate option. That’s great attention to detail. At every step, in any form of communication, Justin is excellent and well versed in his field. – Eduardo Quevedo (LatinRageDSP)
REVIEW #3 – Leo is a ball of energy and can make a process that normally feels meh, and turn it into something actually enjoyable! HIIIIGHLY recommend this man and his services! – SCI-BUY LLC
REVIEW #4 – I have known Justin Balik for 12 yrs. He has handled my insurance and retirement needs during this time and done a great job! I trust him and you should too! He is honest and smart, very easy to deal with. Thanks again Justin – Jamie Green
REVIEW #5 – Justin Balik is so completely awesome. He goes above and beyond all the time. I appreciate his efforts and all the time it takes to personally hold my hand so that I can understand all the intricacies of my finances. I feel like he keeps me set up so that I will not have to worry later in life. I recommend him to everyone I know. Justin is dedicated and professional and a true asset. He has remarkable skill in financial planning, analysis, budgeting, and problem solving. He will even call me when he finds something to better serve my needs. I couldn’t ask for anyone better. – Erica Smith
REVIEW #6 – I’ve been with these guys since 2016, Justin Balik, and now Wiser Charles are amazing, guys. The way they break down the life insurance plan and options on what’s best for you and your family. Love these guys, and I highly recommend them and their business. They will not steer you wrong. – AL Garcia
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