3 Best Gold IRA Investment Companies Near Me in New Port Richey, FL – Retirement Planning Services
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Pontlitz Asset Advisors
ADDRESS: 5920 Main St, New Port Richey, FL 34652, United States
NUMBER: +1 877-355-1755
DESCRIPTION FROM BUSINESS: Comprehensive Financial Planning and Wealth Management
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 – Pontlitz Asset Advisors has been my financial advisor for years now, there service is unmatched, and the personal touch of dealing with people that are right here in town and truly care is something the large corporations can’t provide. They have advised me with sound and strategic advice when the media has us all worried, I’ve always come out ahead following their advice. Look no further this the last financial advisor you will ever need. – Jeromy Harding
REVIEW #2 – Pontlitz has been a name in Financial Planning for a long time. My sons are 22 and 20 and met the owner through a business meeting. My sons are Dave Ramsey graduates. Ramsey educated them well at preparing for wealth through small Yearly IRA contributions. The boys understand how compound interest works and wanted to do this as a safety net for many years down the road. Derek sat down with them and explained how they worked. He knows his stuff because he watched and listen to his relatives help people plan their futures through their company. In today’s world, we work really hard for our money so finding someone you can trust is critical. Im glad we found Pontlitz Asset Advisors! – Denice Mcclure
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Cornerstone Wealth Advisors
ADDRESS: 4625 Little Rd, New Port Richey, FL 34655, United States
NUMBER: +1 727-375-1112
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I can’t say enough great things about the Cornerstone Wealth Advisors team. Their first in class services are marked by efficiency, performance and dependability. The entire team is extremely knowledgeable and helpful beyond measure, regardless of who I speak to making every interaction a delight. You can feel confident that you’ll be in excellent hands with their dedicated staff. I highly recommend them to anyone seeking reliable and trustworthy financial advice. Thank you “all” for your kindness and top-notch professionalism. – Dee A
REVIEW #2 – I so greatly appreciated the recent communications that came from the Cornerstone team. It was a thoughtful response, not a reactive comm, and rang of the motto, “Keep Calm and Carry On”. Despite the volatility we sometimes see in the financial markets, it is comforting to know that you guys are being proactive in managing our portfolios, but even more so, communicating with your clients. It was one of the reasons why we decided to join Cornerstone Wealth Advisors in the first place. Keep the good communication flowing! – Laisha Daley
REVIEW #3 – Mr. Walker and his team have not just been a company that manages finances but an extended part of family. They treat you with integrity and truly care about your success. – Chris Zwicker
REVIEW #4 – Walking through the door of Cornerstone was the best thing I have done. I found Chuck Walker to be extremely knowledgeable, caring & compassionate. He is more than just an excellent advisor, he truly cares about you and your future. He took the time to get acquainted & to understand my goals. I highly recommend Chuck…you won’t be disappointed. – Barbara Geren
REVIEW #5 – Ya know how you just go day to day, doing your thing, working, living. Then someone unexpected crosses your path that makes a really positive difference in your day. Someone who takes your day and turns it around, not just for the day but maybe for a long long time. Someone who tells you that YOU matter. That you have good things to look forward to. That things are gonna turn out alright. And to top it off, they make you feel this way for nothing in return!! Because they care. Because they see you might just need a little help. Because they see something that you may not be seeing at the moment. Because they see that you need some encouragement. Well, that person is Charles Walker. A true gentleman that I highly recommend for your financial needs. – Michelle Sally
REVIEW #6 – Chuck Walker has represented my wife, Linda, and I for decades through market crashes and bonanzas and I have only one regret: That there isn’t a sixth star for this review. But beyond just monitoring our investments, he has expertly researched and, as he says, “turned on the faucet” for cash flow in our existing portfolio we never could have found on our own. Because of Chuck and the hard work we invested over the years, we are comfortably retired. Oh, and one more thing: Chuck is a really nice guy. – John Heagney
REVIEW #7 – I’ve been working with Chuck Walker for over twenty plus years. Very honest and takes the time to understand the client needs as well as their financial goals. I’ve recommended Cornerstone Wealth to a number of friends and family and will continue to do so in the future. – Brian K828
REVIEW #8 – Chuck has been a phenomenal advisor over the past 9 years. He has kept me informed on things I would not usually know and has been a reliable person to lean on during different decisions in life. Would recommend his services to anyone I know! – Elicia Hinson
REVIEW #9 – I had the pleasure of working with Mike Quattrochi. He was extremely well versed in his field of expertise and knew exactly how to introduce a new investor into the market. He approached my situation with a servant’s mentality and a teacher’s heart. No question was too silly and each answer was patiently delivered.
The team Chuck has built and the relationships he has developed in the community equips Cornerstone Wealth Advisors to meet each individual in their current walks of life. With Cornerstone Wealth Advisors on my side I look optimistically towards my financial future and our growing partnership. I cannot recommend their services enough! – Zach Wood
American Senior Financial
ADDRESS: 2200 Seven Springs Blvd, New Port Richey, FL 34655, United States
NUMBER: +1 727-807-7820
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – It was a blessing to have found your services. I had struggled for so long with the process of applying for medicaid for mom. Bonnie walked us through carefully explaining every step. She was always available to answer questions both in person and on the phone. Thank you Bonnie for caring. Celeste, thank you for your assistance with what could have been a nightmare experience. Thank you also to Tammy for your assistance and warm welcomes. You are an amazing team to whom I’ll always be grateful. – linda townsend
REVIEW #2 – These people went far beyond what was expected to ensure my step-father was approved for Medicaid. It takes 16 weeks for the Canadian government to even acknowledge receipt of a certified letter they received months before. Without the dedication and perseverance of Brenda, Deborah and the rest of this caring staff, the final approval would not have been obtained. They are very professional and communication is excellent. They more than earned every penny we paid for their services. My mother and I send our heart-felt thanks to you all. – Diana J
REVIEW #3 – My husband and I contacted ASF to help us apply for Medicaid for his Mother. This was the best decision we could have made. From the first phone call with Naoma, she was so helpful. When she arrived at our home she made sure we understood this process and put us at ease. Through this whole process Gene kept us up to date and made sure all our questions were answered in a timely fashion. Everyone who worked on our case including Kayla and Tina, were so professional and friendly to us. I would highly recommend ASF to anyone who needed their services. Best experience ever! – Joanne Scott
REVIEW #4 – Recently my Sister and I had to make the decision to put our Parents in a Nursing Facility and apply for Medicaid. I was so over whelmed cause I had no idea where to even start. I was told about ASF & immediately called them. Brenda came to my House & explained everything in detail to my Husband & I. I hired them right away & that was the best decision I made. They guided me through the whole process. Everyone was very helpful & Thoughtful during this hard time for us!! I would strongly recommend them to anyone!!! Thanks, Brenda, Eric Gene for never tire of my questions!! – Sue Hamilton
REVIEW #5 – ASF’s team assisted in getting my mom’s medicaid application approved when I thought it would not be possible. I can never put in to words just how much comfort and peace you guys have brought to our family. My mom is getting around the clock assistance in ways that we would not have been able to provide.
Look forward to reaching out to you on a yearly basis for the renewal process. – Bea Roberts
REVIEW #6 – The moment my mother went into an assisted living facility, the thought of going through the ordeal of applying for Medicaid was daunting and nerve wracking. From the initial phone call, followed by weeks of communications via phone, all of my fears were allayed. This company walked me through the entire process, professionally and with great patience, explaining everything that was being done down to the last detail. I will be forever grateful for their assistance in what could have been a nightmare. Thank you Tammy, Naoma, Eric and Gene (and all your staff) for your kindness and compassion during this experience. I highly recommend American Senior Financial. I can’t thank you enough! – Vivian Passela
REVIEW #7 – I recently had to make the decision to apply for Medicaid for my Mom. I had the pleasure of working with Eugene Valdes who did an amazing job helping me throughout this process. He was extremely professional, patient and compassionate, not to mention knowledgeable. I had an amazing experience with the staff at ASF as well, every time I called, they were kind and professional. I would highly recommend ASF to anyone! – B K
REVIEW #8 – I’m so grateful that Brenda Lee started her company. If it were not for her, I don’t think I could have survived. She and her staff have been taking care of us for four years. From Naoma, Brenda Lee, Eric, Eugene and to my case worker Tammy, Tammy is so patient and kind . She answers all my questions and if she doesn’t know the answer she will find out. She lets me babble and doesn’t judge. I’m so glad I found American Senior Financial they have helped me through the worse time of my life. Thank you for caring. – Rosemarie Lacitignola
REVIEW #9 – After caring for my mom at home for almost 5 years, it had came time for her to need greater care than we could provide. The process of Medicaid in Florida is completely different than any other state. ASF was extremely competant and helpful in aquiring the funds needed for long-term care. I highly recommend this professional and dedicated company.
Thanks so much Gene, you’re and Angel of Mercy. – Lila O
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