3 Best Gold IRA Investment Companies Near Me in Farmington, CT – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Carson Wealth
ADDRESS: 10 Melrose Dr, Farmington, CT 06032, United States
NUMBER: +1 860-676-2727
DESCRIPTION FROM BUSINESS: Our financial advisors in Farmington, Connecticut, work with families and businesses to help them work towards their financial and life goals by crafting effective personalized financial plans. We prepare roadmaps for our clients’ “second careers” – retirement – and help them manage a tax-efficient stream of income during that time. One of our primary focuses both before and during retirement is discussing potential pitfalls along the way and how we can prepare and cope with them as they arise…
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 – Have had a professional relationship with this firm dating back to the 90’s. World class from top to bottom. Always there for us and now there investing and taking care of our teenagers just as I did back when Jim (sr) started the firm.
Jeffrey Thank you and your amazing staff!! – James C
REVIEW #2 – Very professional group of financial advisors. I have been doing business with Jeff Couzens for approximately twelve years and at all times, my wife and I have been happy with our association with Jeff and his staff. – GEORGE P. Romano
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GoldenCrest Metals: Offering the Best Deals for Seniors in America
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Integrity Wealth
ADDRESS: 20 Waterside Dr Suite 202, Farmington, CT 06032, United States
NUMBER: +1 203-278-7727
DESCRIPTION FROM BUSINESS: Integrity Wealth’s services include, but not limited to: Wealth management, income planning, investment planning, financial planning, wealth transfer, Social security planning, pension planning, legacy planning, life insurance/protection planning, and extended care planning…
OFFICE HOURS
| Mon | 8:00 AM – 7:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:30 PM | |
| Wed | 8:00 AM – 7:30 PM | |
| Thu | 8:00 AM – 7:30 PM | |
| Fri | 8:00 AM – 7:30 PM | |
| Sat | 8:00 AM – 7:30 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jimmy is not only a great person but he’s well informed on all financial services. I highly recommend him. He’s been my advisor for years and is always updating me with new ideas and investments. Stop loosing money and call Jim! – Tony Kowalski
REVIEW #2 – Jimmy is extremely knowledgeable and takes the time to clearly explain the Medicare enrollment process. He is always available when you reach out and has been very helpful whenever we’ve had Medicare questions, providing informative answers and guidance. When my mother was first diagnosed with cancer, we asked him insurance questions and he went out of his way to provide us with helpful information even though she wasn’t his client. He consistently goes above and beyond for the people he works with. I would strongly recommend him to anyone. – Luisa Correa
REVIEW #3 – I had a great experience working with Zack. He was knowledgeable, patient, and took the time to make sure I fully understood all my options. The entire process was smooth and professional from start to finish. I highly recommend his services to anyone looking for trustworthy financial guidance! – Joshua Lebovitz
REVIEW #4 – I honestly couldn’t be happier with my life insurance experience, and my broker (Zachary Meyer) is amazing. Everything was explained in a super clear, no-pressure way, and I never felt rushed or confused at any point. The whole process was way easier and smoother than I expected, which was a huge relief. Would 100% recommend to anyone who wants something straightforward and handled by people who actually care. – Shawn Hoffman
REVIEW #5 – Zach is the absolute best! We use him for all of our insurance and he constantly goes above and beyond to make sure we are getting what we need as fast as humanly possible and at the best price possible. Zach is exactly what you want in a concierge insurance agent! – Lee Hoffman
REVIEW #6 – Jake is our advisor he is tremendous. He covers all the bases and explains the process and information clearly so that it easy to understand. Jake has gone above and beyond for us. Jake is genuinely nice person. Very trustworthy and a pleasure to work with. – Gregory Hughes
REVIEW #7 – Zack Meyer is awesome to work with. He helped my parents when they were alive and with my mother recently passing a couple years ago, Zack helped me in a dark time. Impressed to the point I wanted to be his client. Felt if he was good for my parents, he is good enough for me. – Jason Moran
REVIEW #8 – I had the pleasure to work with Jim several years ago. He was highly professional and respectful. He answered any and all questions that were raised with collected understanding and educated on how best to resolve concerns and meet goals. One thing that has always stood out to me about Jim is that he never stops learning and researching how to beat help his clients. I wholeheartedly recommend Jim to anyone. – Michael Hayes
REVIEW #9 – Zack Meyer – Always provides me with the very best advice and informs me of all the details necessary for me to make a sound decision on my investment and insurance options. Zack has a strong work ethic that encompasses integrity, trustworthiness and compassion. I highly recommend Zack Meyer to assist you with your investments and insurance needs. – Bernadine Edgley
REVIEW #10 – I’ve been working with Jimmy for a couple of months, revamping my financial portfolio as I move towards retirement. He has been so kind, listening to stories about my children, and how important all these decisions are to me, for their future, as well as mine. He has been helpful and compassionate as we work through the decisions I need to make (and my tears along the way). He is knowledgeable about his product, and I’m feeling confident in thinking that I can retire! That’s something I really couldn’t envision before. It’s exciting to think about and I feel like I’ve found someone who’s going to help me get there. Thank you Jim! – Cathi Taylor
REVIEW #11 – I had the pleasure of communicating with James Beyer recently. I had several financial questions and need clarification on a few things. Jimmy was super patient, listening to my many questions and was able to answer them all. He also guided me further on where, locally, I can reach out to move forward. I am so happy I was referred to him by a friend and can not thank him enough for taking the time to help me.
I was able to move forward with my needs. I highly recommend Jimmy for any financial needs you may have. Truly an asset to the company. – SonShine
REVIEW #12 – We are grateful for James Financial support.
As life transitions occur so rapidly, the complexity of the financial landscape can be daunting. Having a dedicated professional to help navigate these matters is a significant advantage, and we are profoundly grateful to George Watson for the introduction.
Your explanations throughout our consultation were exceptionally lucid and thorough. We particularly value the transparency you demonstrated regarding your methodology and the strategic path forward. Entrusting our financial objectives to someone of your caliber and integrity is a true blessing, and we feel much more confident in our future following our discussion.
We look forward to a long and productive professional relationship. – annmarie giannotti
Medallion Wealth Advisors LLC
ADDRESS: 2 Bridgewater Rd #201, Farmington, CT 06032, United States
NUMBER: +1 860-967-3032
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
**** REVIEWS ARE PENDING FOR THIS BUSINESS ****
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