3 Best Gold IRA Investment Companies Near Me in North Haven, CT – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Nexa Financial Group
ADDRESS: 5 St John St #200, North Haven, CT 06473, United States
NUMBER: +1 203-239-1099
DESCRIPTION FROM BUSINESS: At Nexa Financial Group, we tailor strategies to manage your financial future.
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 – Paul and Preston are a pleasure to work with! They are quick to respond and always bring fresh ideas to the table. My team has been working with them for a few months now and we have nothing but great things to say. Looking forward to continuing our work together! – Tyra Brown
REVIEW #2 – I have worked with Nexa Financial for close to 20 years and found them to be a responsive and consultative advisor with high integrity. Tom and Paul are extremely focused on their clients and the entire team is supportive of flexing with your financial and tax planning to help achieve your outcomes. They focus on your goals and alignment to a long-term plan versus pushing specific products, and they will work with you based on your investing strategy and comfort. I highly recommend them. – Dave B.
REVIEW #3 – Paul and his team offer a unique approach to financial and tax services. Having worked and continuing to work as a licensed CPA allows Paul to take on a more meaningful and comprehensive approach to financial management and advisor services. What further sets Paul apart is his level of involvement in his clients’ professional, as well as practical concerns. Truly, he provides a holistic approach with much value added. Highly recommend. – Robert Heinimann
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Jeff Jolly – Private Wealth Advisor, Ameriprise Financial Services, LLC
ADDRESS: 250 State St Unit E1, North Haven, CT 06473, United States
NUMBER: +1 203-407-8188
DESCRIPTION FROM BUSINESS: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the North Haven, CT area, Jeff Jolly will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future…
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 – Jeff has been with my family through many life events. He always has good ideas on how to invest and we have done well using his guidance.
He is always available when needed and is extremely professional in all of his dealings. I highly recommend Jeff to all! – Andrew Iserson
REVIEW #2 – Jeff has been our advisor for a number of years now . He is professional in his approach listening to your goals and your current situation. Jeff and his team will map out a realistic plan to help you achieve your financial goals .
With many choices out there I would highly recommend him and his outstanding approach to investing. – Keith Kronberg
REVIEW #3 – Jeff is an amazing financial planner and I would (and have) recommend him to anyone who needs a financial planner. – annette crowley
REVIEW #4 – Jeff has been my advisor for over 8 years. He is in touch with mine and my family long and short term goals. His insight into the market and other investment opportunities is second to none. Highly recommended!!! – Jeremy Glazewski
REVIEW #5 – Jeff and his entire team do an amazing job. They each took extra time to make sure I was comfortable and that all my questions were answered. I feel more confident with my investments and financial planning after meeting with Jeff and listening to his advice. 10/10 would recommend. – Kade Mortenson
REVIEW #6 – Jeff is a great person. Known him since we were kids. He has been there for me helping with my major financial decisions. I’d recommend Jeff Jolly at Ameriprise for everything!! He is also a big sponsor and supporter of local sports and events. – Jessica S
REVIEW #7 – We are very happy having Jeff as our advisor over the last 5 years! He’s been great to work with and always makes sure we are comfortable, confident and engaged in the managing of our retirement portfolio. – Jack Yeomans
REVIEW #8 – I needed a financial planner to put together a retirement plan for me. He did a great job listening to my needs and goals and created a plan that helped me decide how to save and invest for my retirement. I feel more comfortable with my situation and am very pleased with his services. I would recommend Jeff to anyone who needs help with their retirement. – Sebastian Sebastian
REVIEW #9 – Jeff has helped manage my family’s investments and portfolio for over 20 years. He is an amazing financial advisor and I would recommend him to anyone! – riley johnsen
REVIEW #10 – I can’t recommend Jeff and team highly enough! From the very beginning, they took the time to understand my financial goals and created a comprehensive plan tailored to my needs. Their knowledge, professionalism, and genuine care for my financial well-being were evident in every meeting.
What truly sets them apart is their ability to explain complex financial concepts in a way that’s easy to understand, which made me feel confident and empowered to make decisions. Whether it’s investment strategies, retirement planning, or budgeting, Jeff has always provided sound advice that has helped me feel more secure about my financial future.
Thanks to their guidance, I’ve not only made significant progress toward my goals but also gained peace of mind knowing I have a solid plan in place. If you’re looking for someone who is reliable, trustworthy, and truly invested in your success, look no further than Jeff! – Eric Hylwa
REVIEW #11 – Jeff has been our financial advisor for just over a year now. I was apprehensive in getting a financial advisor thinking there was no one I could trust and it was too expensive. In hindsight site I wish we signed on earlier as I’ve come to realize you can’t afford to not have Jeff’s help. He takes the time to understand your long term goals and he builds a plan to make it happen. He not only handles your financial portfolio but he is also always there to answer questions on changes in your life that may impact your finances. He never pressures you and takes the time to make sure you understand the recommendations he provides. We recommend Jeff and we are so lucky that he was recommended to us. – Stacey Leclerc
REVIEW #12 – I’ve been working with Jeff Jolly at TD Ameriprise for over 5 years and the experience has been outstanding. They take the time to really listen, explain things clearly, and never make me feel rushed or pressured.
My overall financial picture is so much more organized and less stressful now. I feel confident about my retirement planning, investments, and day-to-day decisions because I know I have someone knowledgeable in my corner.
Professional, responsive, and genuinely caring—I highly recommend Jeff to anyone looking for a financial advisor they can truly trust. – Jim Wells
Morrissey Wealth Management
ADDRESS: 116 Washington Ave 3rd floor, North Haven, CT 06473, United States
NUMBER: +1 860-986-7881
DESCRIPTION FROM BUSINESS: Wealth Management Firm Specializing in Retirement Planning and Investment 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 – Signing up with Ryan at Morrissey Wealth Management to handle our retirement funds is the best thing my wife and I could have done for a secure financial future and the returns on our investments have exceeded our expectations over the last several years. Ryan and his staff are not only extremely knowledgeable and professional, but are also very personable and accommodating. Each visit to his office has provided us with the answers and direction needed to continue our happy retirement. The bottom line is that they care for their clients and I highly recommend MWM to all. – George Cooper
REVIEW #2 – Morrissey Wealth Management has been managing my retirement portfolio for the past several years. Ryan takes the time to listen to my questions and concerns. His advice and expertise have been helpful as I navigate my finances in retirement. Both Ryan and Cheryl are personable and friendly people who clearly care about their clients. I would definitely recommend MWM. – Marion Coleman
REVIEW #3 – I have been a client of Morrissey Wealth Management since 2015 and am happy to say that I am always very pleased with Ryan’s level of service. He explains in simple detail how the market works and he does his homework with keeping track how the investment companies are performing and makes adjustments to ensure that I am getting a good return on my investments. I highly recommend Morrissey Wealth Management. – Barbara L. Bajurny
REVIEW #4 – Ryan is an excellent advisor who really cares about his clients. Whether you already retired or planning to, working with Ryan is one of the best decisions you can make. I’m glad I made the choice I did. It’s worked out well for me. Hopefully it will work out well for you too. – Andrew Papa
REVIEW #5 – We have been clients of MWM for the past 8 years.
We were extremely unhappy with our experience with previous managers who gave us little attention and caused our portfolio to underperform. Since being with Ryan, our net worth has increased substantially despite market volatility.
Ryan is professional, trustworthy and straightforward. He sincerely appreciates his clients.
We would highly recommend MWM to anyone seeking a financial advisor. – Ellen Cormier
REVIEW #6 – My wife and I took Ryan’s retirement class in 2015, and we’ve been working with him ever since. His knowledge and simplistic approach to retirement planning was a BIG HELP for both of us. He laid out a retirement plan for us that was very detailed, thought out and achievable. We now meet with him regularly to review and manage our portfolio. His pleasant personality, family oriented approach, and knowledge of his business is unsurpassed. Ryan is very approachable, caring, and non-intimidating. He is open to any and all suggestions. He is very accessible and easy to reach, which gives us great peace of mind. Ryan’s assistant Cheryl is an amazing asset too!!! – Steve D.
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
