3 Best Gold IRA Investment Companies Near Me in New Smyrna Beach, FL – Retirement Planning Services
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New Smyrna Beach Retirement Solutions
ADDRESS: 112 N Orange St, New Smyrna Beach, FL 32168, United States
NUMBER: +1 386-402-4626
DESCRIPTION FROM BUSINESS: New Smyrna Beach Retirement Solutions is an independent, fiduciary retirement-planning firm serving individuals and families in New Smyrna Beach and surrounding areas. We specialize in holistic retirement planning, helping clients coordinate investments, income strategies, long-term care planning, and insurance solutions into one clear plan…
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 – Working with Steve has been wonderful. He’s very good at details and making sure or informed on any options or strategies that are best to take and making investment decisions strongly recommend them. – Jamin Martin
REVIEW #2 – Steve was a tremendous help in navigating the waters of retirement. My husband and I feel more confident regarding any questions we may have regarding our retirement fund and plans for it. We are grateful to have met him and consider him a friend as well as our financial advisor. – Christine V
REVIEW #3 – Working with Steve has been a pleasure. Very accessible and responsive. Extremely knowledgeable in all aspects of retirement and investing. – Chris G
REVIEW #4 – Steve is in a league of his own. The attention to detail and patients when listening to our concerns and goals made a huge difference in our planning. So grateful our new plan suits are needs and allows for flexibility in our future. This means the world to us. – Ginger King
REVIEW #5 – Steve is extremely knowledgeable and honest. If you want to work with someone who is responsive, helpful and professional, Steve is it! – Brooke Diemel
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Anders Retirement & Investment Advisors, Inc
ADDRESS: 315 Live Oak St, New Smyrna Beach, FL 32168, United States
NUMBER: +1 888-960-4494
DESCRIPTION FROM BUSINESS: Anders Retirement & Investment Advisors is an independent financial firm focused on helping Floridians investment and retire on their terms.
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I am a new retiree and I kind of waited until the last days to do something with my DROP money. However, the Anders’s Team took me under their wing and guided me in the right direction … They answered all my questions, sent me everything I needed plus walked me over the phone with all the forms. They are VERY friendly and easy to talk with. I highly recommend this Investment Group. Thank you Don & Tammy for all your help!! – Sherry G.
REVIEW #2 – As a retired school district finance director, I have worked with many financial planners. Don and his team are absolutely the best. I use them as my personal financial advisor and highly recommend their services. – Joi Turbeville
REVIEW #3 – I have used the anders team for several years now. They have always been extremely knowledgeable, helpful and listen carefully to all of the questions I have thrown at them. They have made extremely wise suggestions for me which has earned me a good supplemental retirement income. I would highly recommend this team to anybody. I believe there are none better! – William Carter
REVIEW #4 – Dave cares about doing the right things for his clients.
He is extremely knowledgeable about retirement options. He is a great resource for any client lucky enough to work with him. Highly recommend. – Theresa Crowley
Chase C. Smith – Financial Advisor
ADDRESS: 312 Julia St, New Smyrna Beach, FL 32168, United States
NUMBER: +1 386-847-2739
DESCRIPTION FROM BUSINESS: Chase C. Smith is a Fiduciary Investment Advisor helping individuals plan and achieve their retirement dreams.
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Chase is so knowledgeable and easy to work with. It’s only been one year but we have seen great results in our portfolio. We are very happy with our decision to work with High Point! – Monica Garnache
REVIEW #2 – Chase is great! He’s very knowledgable and easy to talk to. He returns messages quickly. I met Chase at least 8 years before I retired at a dinner seminar. It was very informative and was the furthest you could be from a high pressure sales pitch. He kept in touch over the years and answered many questions about DROP and retirement. I wasn’t even a client yet! Five stars plus! – Mike (Mike)
REVIEW #3 – 23 year career firefighter here. I am truly pleased with his honest, personalized service. Chase invested his time learning MY financial situation, taking the time to ask real and relevant questions and tailoring his recommendations to my personal goals and my unique career situation. No cookie cutter solutions here, Chase provides “real time” direction based on your unique circumstances. My family and I trust Chase and I know he takes that very seriously. Highly recommend. – J Mac
REVIEW #4 – Chase does a wonderful job with giving you honest, best options for your particular circumstance. He’s very trustworthy and easy to work with. Charis is wonderful too! – Lena Gardner
REVIEW #5 – Chase is very professional and informative in the field of financial services. I trust him wholeheartedly with my retirement funds, with my best interests in mind. I’m a city government retired firefighter, with that in mind our retirement is different and requires a certain knowledge and understanding and Chase Smith has it. I highly recommend him as your financial adviser. – Ed Flud
REVIEW #6 – Chase was so helpful in moving my 401k from my employer to a different account after I retired. It was more complicated than it probably needed to be but he was so patient with the process. He has been managing the portfolio extremely well and I feel confident in his abilities. He communicates regularly and I know I’m in good hands. – Mary O’neil
REVIEW #7 – We are very pleased with Chase and Charis very informative. We would recommend his services when you are need of some guidance with financial matters and preparing for retirement. – Nanette Pelehach
REVIEW #8 – Chase is the perfect financial advisor for someone who is not that knowledgeable about finances. He explains things in simple layman’s terms. He also will find investments that match your needs and expectations. He is friendly , easy to talk to and will contact you when needed. – Ronni Kefalianos
REVIEW #9 – Chase is extremely professional with great advice. He is punctual and attentive to all of our financial needs. I would highly recommend his services to any retiree. – michael reid
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