3 Best Gold IRA Investment Companies Near Me in Fredericton, NB – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Plume Financial Services Inc
ADDRESS: 494 Queen St Ste 400, Fredericton, NB E3B 1B6, Canada
NUMBER: +1 506-406-6100
SERVICES: Retirement Planning, Financial Planning, Financial Strategies, Insurance annuity investment advisement, Tax planning, Wealth management, Income Protection, Investment Options, Investment Plans, Pension Plan, Permanent Life Insurance, Protection Plan, Responsible Investing, Wealth Management
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 – We had a completely positive experience getting basic life insurance through Plume Financial Services. Mike made a process that can normally feel overwhelming feel incredibly simple. He respected our age, our timeline, and our tight budget perfectly. Very happy with the professional and honest service. – Daphne Thomas
REVIEW #2 – Money management is scary. I earned it therefore I feel responsible to know all the ins and outs of building wealth. But how can I trust someone else if truly I can’t trust myself? This is where Mike Plume comes in. As someone finally in a position to save, Mr. Plume now enters the picture. A seasoned, passionate and knowledgeable professional who takes the time to educate while treating me as an equal. With Mike’s guidance we’ve been able to not just invest with conviction, but further unlock avenues of wealth building I never would have been able to confidently access without someone I could trust to guide me through the forest. For me personally, Mike has been particularly useful regarding the Registered Disability Savings Plan (RDSP), a plan accessible to anyone who qualifies for the Disability Tax Credit (DTC). If you qualify for the DTC do not wait to call Mike, with one appointment Mike can truly change your life. My future seemed bleak, I thought with my money habits I would work until I’m dead, now with Mike in my corner I may actually be able to retire and live a life beyond my wildest dreams! – Maxwell Page
REVIEW #3 – I’m very happy with the experience and relationship I have with Mike. He is very personable and easy to converse with. I have every confidence in him and his abilities. I highly recommend him to anyone needing financial guidance. – Mona Matysik
REVIEW #4 – I recommend Plume Financial to everyone I know looking for any kind of financial advice. Mike went above and beyond when explaining all of my saving and investing options and really took the time to figure out what fit my lifestyle and goals. I wanted to feel confident in my decision to invest and Mike reassured me that I was still in control every step of the way. To this day he remain very interactive and I look forward to continuing to use him as a resource for years to come. – Amanda Wiggins
REVIEW #5 – I highly recommend Plume Financial Services Inc! They are always professional, knowledgeable, friendly and extremely helpful. Their service is always prompt and reliable, and I truly feel that they have my best interest in mind. Excellent service all around!!! – lazare Breau
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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: Brad Gallant, PFP®|CIWM
ADDRESS: 74 York St, Fredericton, NB E3B 3N5, Canada
NUMBER: +1 506-474-2437
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 – Five stars through and through. Brad is extremely intelligent, kind, personable person who truly has your best interest at heart. He cares about you as a person and what’s best for you, it’s not all about business.
Brad has provided valuable information and help on numerous accounts for me personally and my businesses. He has a way of making your plans and goals feel attainable, and breaks down information so you understand. I have full confidence and trust in him. You won’t regret working with Brad and his team! – Vanessa Nilsen
REVIEW #2 – Working with Brad and his team has been an excellent experience! He is incredibly kind and approachable and has treated my husband and I like a friend since the beginning. He is very knowledgeable and genuinely cares about our success, which makes his methods easy to trust! We feel very at ease knowing Brad is involved in our financial planning. We have recommended him to all of our family and friends! – Kylie L
REVIEW #3 – Brad has been our financial advisor for several years now. I appreciate his knowledge and guidance in our retirement years. Meeting with Brad is always a pleasure on my part and I know my financial future is in very good hands.
Also a shout out to Janet, a very valuable member of Brad’s team.
They are five star for sure! – Sharon McNeill
REVIEW #4 – Brad has so much knowledge, very personable and a genuine professional that has earned my trust. He’s always eager to find the next best solution for his clientele, and when he listens, he goes above and beyond to identify pain points in my business, and then without asking, brings me a solution. Whether investing, or business solutions, Brad Has quickly earned my trust and confidence. – Chelsea Dale
REVIEW #5 – Bradley is extremely knowledgeable and great at explaining things in a way that’s easy to understand. He takes the time to walk you through everything, answer questions, and make sure you understand your options. You can tell he really knows what he’s talking about. I would definitely recommend Bradley to anyone looking for a knowledgeable and approachable financial advisor. – Stephen Trainor
REVIEW #6 – We met with Bradley once to begin our journey of financial education for our personal and business needs. It’s unlike most financial planners I have been to in the past. It’s a calm and chill space that puts you at ease. Great conversation to be had. We look forward to building out our dreams. – Jessica Morehouse
REVIEW #7 – Just wanted to put into the spotlight an amazing man named Brad Gallant!. Brad is clearly in the right vocation for all the right reasons. He found mistakes in our tax return statements for my wife and I within 2 minutes, netting us hundreds of dollars back in our pockets, also other tax deductions regarding elder care potentially going back a decade, as well as numerous strategies to get us fit for retirement. None of these things were caught or taught to us in our many years of retirement planning with other institutions, he even put us on the right path to preparing our wills in a cost effective way saving us hundreds of dollars in lawyers fees!… What can I say, this man made us feel that we were worth his full attention no matter the size of the portfolio. Everything felt like we were VIP’d right outta the gate, from the super friendly receptionist, to the many financial tools given to us in a very useful binder to store all of the information used for those that are left behind to get our final paperwork finalized with ease!. Please do yourself a favor and set yourself up with an appointment today, I wish we had consulted with Edward Jones decades ago!. Amazing experience! Team Brad for the win! – Dash Riprock
REVIEW #8 – I’ve had the pleasure of working with Brad for the past three years, and I can’t recommend him highly enough. What sets Brad apart is the genuine level of care he has for his clients. He takes the time to truly understand your goals, listens carefully to any concerns, and develops a thoughtful strategy that aligns with what you’re trying to achieve.
Since I started working with him, my portfolio has seen significant growth, but equally important has been the confidence and peace of mind he has helped me build around my financial decisions. Whenever I’ve felt uncertain or anxious about the markets or my investments, Brad has always made time to talk things through and help me arrive at a plan that feels right.
Brad is knowledgeable, trustworthy, responsive, and incredibly client-focused. The personal touch he brings to his work makes all the difference. I feel fortunate to have him as my investment manager and would confidently recommend him to anyone looking for professional financial guidance. – Jennifer Herne
Tyler Belyea, BBA CFP RRC – IG Wealth Management
ADDRESS: 1133 Regent St Suite 405, Fredericton, NB E3B 3Z2, Canada
NUMBER: +1 506-458-9930
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been dealing with Investors Group for 20+ years. I never had a lot of money in investments, and therefore I felt I was considered an afterthought with most of the revolving door of investors I dealt with. Service was very poor. Fast forward to moving to NB. My file was forwarded to a young man named Tyler Belyea who was just starting out with IG. I still didn’t have much in investments. We met the first time at a coffee shop and the connection was instant. Tyler put me at ease. He is very relatable and very much a people person. He seemed appreciative of my business, and I felt for the first time that my file was important to him. Soon after I had a need to invest a substantial amount of money. I was nervous to go with IG group because of past experiences, but I put that money and trust in Tyler and he has not failed me. Tyler has put in the time, effort and expertise in my portfolio. We have an excellent client investor relationship. He is always quick to answer any questions, he is easy to talk to and he is very good at explaining what I don’t understand. As far as I am concerned, he is my “investor guy” for as long as I need one. I highly recommend Tyler Belyea. – B Brown
REVIEW #2 – Working with Tyler has been such a positive experience. He gives the best advice for both short and long term goals, and he always takes the time to walk us through the details of our investments so we truly understand what we’re looking at and why. He’s also helped us during tax season, weighing out different options that would benefit us. He keeps everything clear, organized, and stress-free with proactive communication and thoughtful guidance. We feel really confident having Tyler in our corner and would highly recommend him to anyone looking for trustworthy, down-to-earth financial support. – Cindy Levesque
REVIEW #3 – I’ve had an excellent experience working with Tyler. He is highly knowledgeable, professional, and always ensures I understand every step of the process. His advice has been invaluable for my long-term financial planning, and I truly appreciate his responsiveness and attention to detail. I would recommend Tyler to anyone looking for a trusted financial consultant. – Jacalyn Acheson
REVIEW #4 – I have known Tyler for many years and we with been with him as clients for well over a decade. He is excellent at what he does and maybe more importantly he is an even better human being. Tyler was there for us through some very challenging times and odd circumstances. His guidance was crucial to get us through these challenges. He was there with guidance when my wife and I were married, when we grew our family to a family of four, and he was instrumental in helping us secure our first home. If you are considering a switch or looking for a place to start with you/ your family’s financial future, I cannot recommend him enough. You won’t regret it. – Michael Tabor
REVIEW #5 – Exceptional service and expertise. Tyler, our wealth management advisor provided clear, strategic advice and helped us make informed financial decisions. His attention to detail and proactive approach really stand out. We feel far more secure and organized financially since working with him and his team. Highly recommend them. – Karen Clark
REVIEW #6 – I have been a client of Tyler’s for many years. Not only is Tyler my trusted financial advisor, but also a wonderful person. He is always available whenever I have questions about my finances plans. I would highly recommend Tyler if are in need of an advisor, or thinking of switching advisors. He is knowledgeable, patient, and always available for me. – Wanda Scott
REVIEW #7 – Tyler has been my financial advisor since I graduated from university, and he has managed my TFSA and RRSP ever since. He also helped my husband and I navigate the purchase of our first home and set up life and sickness insurance, which made what could have been stressful decisions feel much more manageable. Tyler is knowledgeable, approachable, and always takes the time to explain things clearly so I feel confident and informed. Having known him since middle school, there has always been a strong foundation of trust, and he continues to earn that trust through his work. We’re looking forward to continuing to work with him as he helps us set up an RESP for our new baby. We highly recommend Tyler to anyone looking for a financial advisor who is both professional and genuinely cares about his clients – Megan Mcshane
REVIEW #8 – Tyler is very good at making it much easier to understand the numerous complexities and concepts in the increasing dynamic world of financial planing.
Tyler is personable, competent, very accessible and communicates exceptionally well with my account, and with each member of our family, including our two daughters who very much value Tyler, who he has developed a solid relationship since through their university experience and entry to the workforce.
We credit Tyler in enabling our daughter to buy their first new home no long after graduation thanks to his influence and mentorship in making this dream come true.
Tyler is not just a/our financial planner, has become a very close and cherished friend of our extended family as well.
We would without any hesitation recommend Tyler as a solid, trusted and ideal choice for wealth management. – Stephen T. Kelly
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