3 Best Gold IRA Investment Companies Near Me in Palm Harbor, FL – Retirement Planning Services
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SimplePath Retirement LLC
ADDRESS: 220 Palm Harbor Blvd, Palm Harbor, FL 34683, United States
NUMBER: +1 727-304-6000
DESCRIPTION FROM BUSINESS: We are a fully independent, holistic, boutique retirement planning firm that focuses on women, high-net-worth families and professionals…
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 – The Team at SimplePath is simply the best! They listen to my concerns, ask me about my future plans and take time to put together a financial plan that works for me. They are always available to answer questions and make time for a meeting. – bonnie reenstra
REVIEW #2 – Always insightful and informative when meeting with Celine and her incredible team . SimplePath has provided Melanie and I a perfect path to a happy retirement ! – David Makrianes
REVIEW #3 – Very personal, reliable, competent and effective. They have treated with utmost care and our investments have done well in downturns and normal markets. Took extreme care and personal interest in us. We are not wealthy but needed help in investing our 401k funds. They really care. – Tom Weekley
REVIEW #4 – Celine and her entire staff are kind, genuine, and offer diversified investment strategies that mitigate the volatility of the markets. Highly recommended as a full service certified financial advisor. – bob sleppy
REVIEW #5 – Absolutely the best financial decision I made was hiring SimplePath Wealth Management to be my financial advisors. They are caring, conscientious and compassionate. They manage my money as if it were their own. Can’t get better than that. – Donna Eliason
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Wealth Advisors Who Care
ADDRESS: 2934 Landing Way, Palm Harbor, FL 34684, United States
NUMBER: +1 727-230-3800
SERVICES: Financial planning, retirement planning, income planning, investment management, life insurance, annuities, estate planning, long-term care, planning, Social Security planning.
OFFICE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I joined Wealth Advisors about 5 years ago at the time of my retirement. I’ve had an excellent experience with Tony and Team. He is readily available, answers all of my questions and their financial planning tool is fantastic! It’s easy to read and explains every different scenario I can imagine. As a CFP, he’s always been professional and looking out for my future financial success. – John Love
REVIEW #2 – Tony and Chris have been outstanding over the years. Every dollar they have touched of ours has FAR out-earned anything else. They are superb fiduciaries and you can trust them implicitly. – Jocelyn Dansby
REVIEW #3 – Working with Chris Ritacca has truly been one of the best decisions I’ve made for my financial future. He’s patient, honest, and genuinely cares about what’s best for me. Chris takes the time to explain things in a way I can understand and always makes me feel supported. I’m so grateful for his guidance and highly recommend him to anyone looking for a financial planner. – Sherre Spinelli
REVIEW #4 – My experience using Tony Adamo over the past seven years has been Wonderful! From the beginning I have felt totally safe with his advice. I happily recommend him as an excellent personal Financial Advisor. – judy saitta
REVIEW #5 – Trusting other people to care for your finances is not an easy decision. But Tony and Chris earned my trust quickly and they have demonstrated in numerous ways that my trust is well-placed. They are knowledgeable, experienced , smart, and they know how to listen. That last quality is what sets them apart from most others in the financial advisory business. Their primary interest is learning about, and taking care of, their clients’ interests. I recommend Chris and Tony without reservations! – Gary Giamartino
REVIEW #6 – We recently transitioned the management of our financial holdings to Wealth Advisors Who Care. Tony Adamo goes the extra mile to ensure that everything is done in your best interest based on his extensive data analysis of your current holdings/specific needs. He communicates in a timely fashion and is always patient/knowledgeable with questions.
We feel very secure knowing that Tony and his team are truly working to ensure we have financial peace of mind in our retirement. – apaulette jolliffe
REVIEW #7 – My family and I have given our trust to Tony for many years. We are proud report that all of our business dealings have been in the upmost professional manner, with a very pleasing outcome.
Tony has always displayed a vast range of knowledge, which is ever growing. This knowledge has proved extremely helpful to myself.
I have greatly appreciated Tony through years of change in my life. Wealth Care Advisors Who Care, as the name implies, will only give their clients avenues of good, basic, sound understanding, along with a friendly smile leading the way. – Karen M
Costanzo Financial Advisors
ADDRESS: 33920 US Hwy 19 N Suite 351, Palm Harbor, FL 34684, United States
NUMBER: +1 727-335-1608
DESCRIPTION FROM BUSINESS: Financial planning firm that specializes in retirement planning, income planning, estate planning, wealth management and tax planning…
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 – Al and his team are very professional and personable. They took all the time needed to understand our situation and goals, then after coming up with a plan, to explain it to us and answer any and all questions we had. Finally, they confirmed that we were comfortable with the plan before we gave the go ahead. We are very happy to be working with Costanzo Financial Advisors! – John McGinn
REVIEW #2 – Al & his team are fantastic to work with! His expertise with financial planning and thoughtful care addressing every: risk, concern, goal, etc. is truly un-matched! I highly recommend working with Costanzo Financial Advisors if you are in or nearing retirement and looking for someone who knows their stuff & deeply cares about your family’s financial future. – Kevin Miller
REVIEW #3 – We met Al at a retirement presentation. We had no intention of changing or financial advisor, but after talking with him, we switched. He faithfully keeps in touch every three months, and has really helped our portfolio increase. Good office, and glad we started working with Al. – Chris Ireland
REVIEW #4 – My name is Miguel Gonzalez turning 64 years old . I have been speaking with Ben Kleck for several months not only has he educated me on some investment strategies but he has also shown me numbers on how my money could grow. I find him to be very well informed in the laws and techniques that fit me best.
I highly recommend Ben if you need any financial advice, he will take his time and schedule several 1 on 1 zoom calls to show you the best options to make your portfolio grow. – Miguel Gonzalez
REVIEW #5 – Al is TRUSTWORTHY and knowledgeable. Personable and professional. Explains every step of the process and makes everything easy to understand. Very good communicator and always available when we have questions. – La S.
REVIEW #6 – Alfred & his team are wonderful to work with! My husband & I have been using them as our financial advisor for several years now & it’s been nice to not only get to know Alfred better, but also knowing our financial future is in safe hands. We highly recommend Costanzo Financial Advisors & have sent many people there way! – Brandi Smith
REVIEW #7 – Al, Ben, and Erica make a great team. Al is a knowledgeable and skilled financial professional. He provides regular updates on our accounts and on finanicial trends in general.
We have modest means but he treats my wife and I as valued clients. Al is highly recommended. – Eddie W
REVIEW #8 – I have been meeting with the President of Costanzo Financial Advisors, Al Costanzo, for the past year. We have met many times: in person, online, and on the phone; and he has helped me to develop a great plan for my retirement funds. He listens to what’s important to me and makes it happen. He is a very kind and patient man who genuinely wants to do what’s best for his clients. When we meet, he always is willing to answer my endless questions. I can’t thank him enough, and I strongly recommend others talk with him and consider having him as their financial advisor. – Darlene DeMarie
REVIEW #9 – We are very impressed with the professionals at Costanzo Financial Advisors. My wife and I met Al Costanzo at one of their seminars and it was clear from the presentation that he knew a lot about investment options as well as tax planning and estate, and legal impacts. In the one-on-one follow-up meeting with Al, he took the time to evaluate our IRA and RMD impacts along with our overall investment and estate plan. He has presented us with a variety of options with various simple deferment plans and also complex trust alternatives. He described the advantages of each and how they will directly benefit us significantly over the long term. He took the time to clearly explain the new investment options so we could really understand them. He has connected us with various other professionals (at first a new CPA) who also is working with us to optimize and expand our tax options. We are not only very pleased with Costanzo’s guidance and advice but also their fee/pricing for the services they provide. They directly connect with our existing Schwab brokerage services and provide very reasonably priced guidance and management services to help execute our improved investment, tax impact and RMD plan. It’s great to have such a knowledgeable team working for us, who listens to our questions, needs and help guide us. – Barney Kaminsky
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