3 Best Gold IRA Investment Companies Near Me in Port St. Lucie, FL – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Edward Jones – Financial Advisor: Brandon Santillo, AAMS®
ADDRESS: 10811 SW Tradition Square, Port St. Lucie, FL 34987, United States
NUMBER: +1 772-212-4881
DESCRIPTION FROM BUSINESS:
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 – 6:00 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – If you have financial planning needs Brandon Santillo is who you should consider calling! Brandon is very knowledgeable and the level of customer service he has delivered from day one is very impressive! – Cory Neff
***** MORE REVIEWS PENDING FOR THIS BUSINESS *****
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
The Terrio Group
ADDRESS: 542 NW University Blvd # 102, Port St. Lucie, FL 34986, United States
NUMBER: +1 772-807-4628
DESCRIPTION FROM BUSINESS: Our mission is to help our clients find their passion and design a personalized plan to live it.
OFFICE HOURS
| Mon | 8:15 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:15 AM – 4:30 PM | |
| Wed | 8:15 AM – 4:30 PM | |
| Thu | 8:15 AM – 4:30 PM | |
| Fri | 8:15 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The entire staff of the Terrio Group is fantastic! I love working with Morgan. Her expertise and willingness to listen and offer options makes me very comfortable working with them. I highly recommend this company. – Leslie LaBelle
REVIEW #2 – We have been using The Terrio Group for 6 years now. Mike is professional, personable and knowledgeable. He is always available for questions. More importantly he has helped us prepare for retirement. I would highly recommend him for your financial needs! – Renee Ruggiero
REVIEW #3 – I have been with the Terrio Group for many years and they have consistently provide guidance for all my investments to maximize my interests. Mike has the personality, demeanor, and knowledge to handle your financial planning like a true expert. He has my complete trust. Thank You! – Tony D’Andrea
REVIEW #4 – We have been with the Terrio Group for more than ten years. Mike is very professional and great at helping his clients in making suggestions, give guidance, in handling your financial planning. Great staff too. – Delores Bonello
REVIEW #5 – Mike and his staff cares about their clients and they pay their commitment forward in their community. I have been with the group for about ten years and during that time Mike has taken care of my small amount of investments and has been careful to maximize my earnings. Mike with his staff are very knowledgeable professional, and personable. I would recommend Mike and this group to any one who ask for a recommendation. – Janet Norton
REVIEW #6 – Mike and the Terrio Group has been amazing and very helpful since my retirement. I am very pleased with the service I receive and would highly recommend them to anyone needing financial assistance. – Mary Skinner
REVIEW #7 – Solid team and support from Mike and his organization. Honest feedback and direction with regards to managing my portfolio. Easily accessible when you need him or his team. – Matthew Burd
REVIEW #8 – I’ve learned so much from Michael Terrio and the Terrio Group. Mike Terrio cares about his clients and their futures! He is a genius when it comes to long term financial planning and makes it look so easy. I would recommend The Terrio Group to my family and friends in a heart-beat! – Angela Gomez
REVIEW #9 – We first learned of The Terrio Group from one of those postcard mailings. “Come have dinner on us and learn how we can …” The dinner was informative and not at all high pressure to sign up with their firm. Of course they were looking at attract new clients while educating people on investment and retirement strategies or some such topic. We left the meeting with an information packet and an offer for a free personal consultation. We both had 401ks with our jobs and some other savings and investments, but we didn’t know what we were doing. We needed and wanted professional advice. We’ve been with The Terrio Group now for about 8 years and our investments have always performed well with Terrio’s direction. We meet with them 2 or 3 times a year and it’s always like visiting family when we step into their offices. They also offer video meetings or just phone meetings and email, if that is what you prefer. We have access to online tools to view all of our accounts and their performance with up to the day information as well as historical information. You can get as involved with your accounts as you choose, or you can just let The Terrio Group handle everything. I do a little of both. I highly recommend The Terrio Group for their expert professional advice and proactive approach to handling our accounts, while at the same time, always being accessible and treating you like a part of their family. It is a good balance. – Kathy Petrorio
Southern Magnolia Investment Management
ADDRESS: 1426 SE Merion Ct, Port St. Lucie, FL 34952, United States
NUMBER: +1 772-521-6799
DESCRIPTION FROM BUSINESS: Southern Magnolia Investment Management is a Registered Investment Advisor in south Florida. Please visit our website for more information.
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 | 8:00 AM – 12:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Sam is the best in what he does and how he does it! He took the time to understand my short and long term goals and built strategies to achieve both. We regularly review performance and update plans as my needs change. Every time we meet he shows results that far exceed my goals! – Megan McDonough
REVIEW #2 – My wife and I hired Sam to help us with our financial planning. Sam is very knowledgeable and detailed in his approach. He has been a tremendous help and continuously goes above and beyond to help make sure we are on track to meet our financial goals. I would highly recommend using Sam and Southern Magnolia Investment Management!! – Andres Castellanos
REVIEW #3 – Sam is professional, trustworthy, responsible, intelligent, accessible, and creative. He has the ability to discuss complicated financial matters in an easily digestible form and has helped with every aspect of my family’s financial planning. Highly recommend. – Allen Cooley
REVIEW #4 – Setting up my retirement account with Sam was quick and easy, he put me at ease by answering most of my questions before I had a chance to ask them. He is very pleasant and responsive to work with. I have already recommended him to several people and am looking forward working with him to achieve my investment goals. Thanks again Sam! – Fast 5 Fred
REVIEW #5 – Working with Southern Magnolia has been a wonderful journey since day one. Sam sat down with me to discuss my needs and what exactly what I was looking for. It was evident in our conversation that he was actually listening to what I had to say and valued me as a person and not just a client. He treats everyone with dignity, honor, and respect, which is exactly what I was looking for in a strategic partner. – Steve Figliuolo
REVIEW #6 – Southern Magnolia and Sam Bruning are honest and professional. What I find important in my investment management company and investment manager is someone who is responsive and knowledgeable. Southern Magnolia and Mr. Bruning have exceeded my expectations. I receive quick responses any time I communicate with them and Sam is always ready with the research. He has helped me and my family with our financial planning. I trust and highly recommend Southern Magnolia and Sam for your financial needs. – Billy Wieland
REVIEW #7 – Setting up my retirement accounts was quick and easy thanks to Sam’s knowledge and attentiveness. Since then, he has made himself available to any question or idea that I have in regards to investing. A daunting task like investing for retirement has been made much simpler thanks to Sam. – Nicholas Centopani
REVIEW #8 – As someone who is not financially adept, I was pretty lost. Sam walked me through step by step to get my investments in shape and has been instrumental in helping my family develop a budget to help us spend responsibly and keep track of our money so that we can reach our goals. – Clinton Sanders
REVIEW #9 – Great response time and very knowledgeable. Sam goes above and beyond for his clients. Very professional and helpful. Highly recommend for all financial questions and help! – Julie Bixler
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