3 Best Gold IRA Investment Companies Near Me in Jersey City, NJ – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Ballaster Financial LLC
ADDRESS: 202 8th St Floor 2, Jersey City, NJ 07302, United States
SERVICES: Education savings consulting, Estate planning, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Asset Management Services, Investment Advice, Investment Advisory Services, Comprehensive Financial Planning Services, Financial Planning And Investment Management, Retirement Plans, Wealth Management
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 – Jay was very knowledgeable, thorough, and proactive in helping us create a financial plan. He was great at explaining and providing answers and tailored the plan to our specific financial goals. Couldn’t be happier with the guidance we’ve received! – M.E.
REVIEW #2 – I found Ballaster Financial by searching Certified Financial Planners near me. After meeting with them online, I decided to entrust them with transferring some funds and starting a portfolio. They were very knowledgeable and competent in helping me through the entire process. They were available to answer questions via e-mail at all times and very helpful. A trustworthy and competent team. – Kyra Holland
REVIEW #3 – Fantastic planner, investment manager, and sounding board! Jay was super responsive from the start. He worked with where I was at and set a clear course for my life goals, which we reached within a year. He gave me small, manageable tasks and took on the harder tasks himself, explaining everything along the way. He also went above and beyond to research and provide advice on several issues related to my specific situation. – Cynthia Johnson
REVIEW #4 – Jay is without a doubt one of the most savvy and detail-oriented professionals I’ve ever had the pleasure of working with. He really cares about his clients and goes above and beyond to find solutions to issues they may have not even thought about before they come up. He is definitely someone you want in your corner! – Jesus Rincon
REVIEW #5 – Jay is a smart, trustworthy, and empathetic financial planner. We have consulted together for years and I highly recommend him. – Andrew Mastro
REVIEW #6 – Jay introduced rigor into my family’s financial planning! What a difference! It was easy to trust him and we great appreciated his thought partnership through our financial decisions. – Grace Park
REVIEW #7 – Jay is great to work with. He is very clear and helps you understand financial lingo. I highly recommend working with him. – Malika Petty Cox
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Integrated Financial Services
ADDRESS: 111 Town Square Pl Ste 500, Jersey City, NJ 07310, United States
NUMBER: +1 212-574-5982
SERVICES: Retirement Planning, Strategic Planning, Tax And Accounting, Executive Management, Financial Solutions, Education Planning, Estate And Succession Planning, Accounting & Bookkeeping, Business Advisory
OFFICE HOURS
Mon 10:00 AM – 6:00 PM Tue 10:00 AM – 6:00 PM Wed 10:00 AM – 6:00 PM Thu 10:00 AM – 6:00 PM Fri 10:00 AM – 6:00 PM Sat CLOSED Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – Matt, Tom and the whole IFS team (yes, I’m on a first name basis with the owners, and most of the staff, that’s the kind of business they run), are always there for me, save and make me $$$$. Offer excellent advise and ideas for investing what money I have, and make sure my tax filings are on time and accurate. And I’m not even in their millionaire club, they care about the 99% just as much as the 1%ers. I’ve been with them for, at least, 15 years after a friend referred them to me. We continue to suggest their services to all our friends. You can’t go wrong with this company! – Bill Lange
REVIEW #2 – I went to see Mr. Matt Carbone on a referral from friends who work at Viacom and Nickelodeon. Having some freelance background and now employed full time, Mr. Carbone aka the Magic Man has been my go to guy for a couple of years now. His knowledge and professionalism is nothing to blink at. You get what you pay for with IFS. – HRC
REVIEW #3 – Integrated Financial Services has been taking care of my taxes for years and I have had a great experience, even as my taxes have grown more complicated over the years. – Adam D
REVIEW #4 – Came to Integrated Financial Services on a referral… I needed help with my taxes, my friend told me that Matt Carbone is the guy I needed to see. I’ve been back to Matt and his stellar staff for over 5 years. They’ve helped me out with: tax questions, information about investing money, incorporating, quickbooks and more. – Darren Ortsman
REVIEW #5 – We were referred to Integrated years ago by a friend. We see Michael Eisenberg for our annual taxes and also tax advice and college savings advice. I’ve heard nightmare stories from friends and colleagues about owing serious amounts every April, but we’re never in that situation thanks to Michael’s guidance. I rarely ever leave reviews for anything, but I’m making an exception because Integrated and Michael Eisenberg have come through for us for 10+ years. – Mr. Devins
REVIEW #6 – Fantastic and totally informed tax office that I’ve been using since 1997 each and every year without fail. I work in media and sometimes freelance and they’re great about claiming my deductions, so I always get my rightful refund. Went to H&R block once a few years ago to save a little money on the fee but they had me OWING money, so I ran straight back to my usual accountant at IFS and he got me a REFUND that year again. I used IFS when I was working overseas and I’m still using them now that I live in Washington D.C. Can’t recommend this office enough…. – Mana Rabiee
Legacy Care Wealth
ADDRESS: 201 Montgomery St #2022, Jersey City, NJ 07302, United States
NUMBER: +1 201-535-4499
SERVICES: Advisors Investment, Cash Flow Analysis, College And Estate Planning, Comprehensive Financial Planning, Financial Advisor, Investment Advisory Services, Investment Management Plan, Investment Strategies and Tax Efficiency Planning
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 | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have been very pleased with the assistance I’ve received from Legacy Care Wealth over the past few years. My husband and I approached them in 2014 when we were nearing retirement age. We wanted to relocate and we needed significant help in making and executing a financial plan. Everything has gone perfectly. We could never have pulled this off without their help, which is specific, ongoing, and always positive. I recommend them without reservation. We feel very lucky to have their assistance and the benefit of their knowledge. – Pat Galloway
REVIEW #2 – Danna and Rob are very down-to-earth, personable, and relatable. They make financial planning understandable and fun. We LOVE their budgeting software! It’s been a huge help. I know I can fully trust them which is amazing. – Becky Brown
REVIEW #3 – I highly recommend Danna and Rob at Legacy Care Wealth. They bring an approach of patience, complimentary skills and respect for the individual and unique situations they sit down a the table with. They deliver truly tailored solutions and the clarity to ensure they are followed through. – Gabriella Danza
REVIEW #4 – Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments. Although I am not a high net worth individual, they treated with me with great patience, care, and respect. I highly recommend them for anyone trying to get their finances in order and to plan for the future. – rob lebo
REVIEW #5 – Danna is amazing. Her advice and guidance is helping me prepare for retirement. I highly recommend Danna and her partner for your financial planning. – Maggie A
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