3 Best Gold IRA Investment Companies Near Me in Stoneham, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Winchester Financial Group
ADDRESS: 91 Montvale Ave, Stoneham, MA 02180, United States
NUMBER: +1 781-438-0110
DESCRIPTION FROM BUSINESS: Winchester Financial Group is an independent wealth services firm with offerings designed to put a plan in place that can allow you to live the life you imagined. Services include, but are not limited to, Wealth Management, Retirement Planning, and Insurance Coverage…
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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My name is Ellen Ryan, my husband and I are new clients to Winchester Financial. I only had a small amount of funds to move from past jobs and Steve F. was the best! He is thorough and patient and will explain anything you do not understand! Not only does Steve want to keep you financially in the game, but he actually called to see if we needed anything during this downtime on the world and how we can better ourselves and the business, get prepared for what’s next! His call was all about timing and we are grateful we have a little something to invest!!! Thank you Steve! – Edward Ryan
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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Apex Retirement Services
ADDRESS: 91 Montvale Ave Suite 104, Stoneham, MA 02180, United States
NUMBER: +1 781-281-2287
DESCRIPTION FROM BUSINESS: “1) Preserving and protecting client assets to ensure financial independence. 2) Determining how to maximize Social Security and other retirement benefits to provide maximum retirement income. 3) Developing advantageous strategies for estate planning and asset distribution. My ultimate aim for every client relationship I have is to provide peace of mind, so they can sleep without any worry about having enough money to live on and enjoy their lives.
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 – Ryan Skinner really helped me secure safe money for the future of my retirement. I retired young and Ryan and his team did a review of my savings to advise whether or not I could afford to be retired. During my several annual reviews of my investments, Ryan explains how my investments are doing. Over time, Ryan became a friend. He is a kind man who gives back over and over again to his community. He knows his business and caters to people who want to secure money for retirement. – Deb Kadaner
REVIEW #2 – Apex Retirement Services is peace of mind. My only regret is that my wife and I didn’t run into Ryan sooner. He is a whiz and most importantly is a straight shooter who tells you like it is, not like you want it to be. Being honest and truthful is his hallmark and being able to find someone like Ryan to guide you through the maze of retirement is reassuring. I wish I could shout out to everyone what a life changing experience it is working with Apex Retirement Services. – skip marcella
REVIEW #3 – Everyone at Apex Retirement Services is amazing, no question is to small, you need them they are just a phone call away. Ryan always has your interest at heart, treats you as family, and will take great care of you and your finances. I met them thru my brother as he is a client of Ryan’s, and I can guarantee that you won’t find a more professional, honest, caring group of people to take care of you, and make you feel confident that after all your hard work, you can and will retire with confidence and security. Highly recommend. – Mary Kelley
REVIEW #4 – My husband and I met Ryan (and Ed, Jerry) at one of those free “postcard” dinners with truly NO intention of becoming clients, but we were so impressed with Ryan and the Apex Retirement Services organization that we decided to take the next step. A year+ later we are fully and happily part of the Apex family. We have managed our own finances successfully for 35+ years, but now have found a group that we trust to help us take the next steps, and that truly care about us and what we want for our futures. The enormous bonus is that this is an organization that is lead by a man who cares about the world, who honestly “walks the walk,” and has committed to a business and a life that makes a difference. We are looking forward to 2021 and beyond with Ryan and Apex on our team. – Jane Tamlyn-Hayden
REVIEW #5 – What a lucky find for us! There are nice financial planning people with a product to offer, but it was a completely new experience going to Summit Financial Partners. Ryan and the team have access to many different products and are able to identify which ones work better for you. That simple fact doesn’t fully capture the experience of working with a group who, very clearly have your interest at heart, not how much money they will make. They will give you reasons why one thing is better than another for your specific circumstances. They are proactive. We’ve cut down on feeling the need to read every prospectus. Ryan has always been spot on with what we learned ourselves and several steps ahead. There isn’t any hesitation on our part to call and ask questions, even to challenge. The group wants to listen, help, and they are not at all defensive. It may sound cliché, but the ‘family’ experience is real; the experience of their many clients builds up insight which helped us through the decision to retire and how to manage the finances thereafter. Perhaps this is led, in part, by Ryan’s unique background of high end finance and back to earth survival skills. Whatever it is, it works for us and we highly recommend anyone to see what they can do for you. Maybe not all will be a match, but if you are, you’ll be happy you tried. – Nancy G Flanz
REVIEW #6 – Very personal & attentive to customer base. I certainly appreciate how nice all of the Apex Retirement Services staff are. Ryan ALWAYS makes you feel like family!!! Deb is awesome to talk to also! Gerry did our wills and is an awesome member of the crew. Prayers for Walter, he is a sweet gentleman! If I missed anyone sorry they all rock!!! – Bernadette Syppko
REVIEW #7 – Ryan and his team have tailored a retirement plan for my wife and I based on our specific needs and goals. We were given a lot of personal attention throughout the process. His staff is always courteous, helpful and professional. We are very pleased! – Steve Biagioni
REVIEW #8 – Ryan & Ed have helped us greatly as we plan for our retirement. They are always available to provide timely and expert advice. But they’ve given us a lot more than expertise – they’ve given us peace of mind knowing our financial future is more secure. The entire Apex Retirement team is professional and responsive. We highly recommend them! – Matthew Laracy
REVIEW #9 – There is no “cookie cutter” approach with Ryan and his team. From our first meeting, Ryan took the time to understand the retirement needs and goals my wife and I brought to the discussion. We are confident and pleased with the result. – Harry & Annette
REVIEW #10 – I have been partnering with Ryan and his team at Apex Retirement Services for almost two years. I am a referral from one of Ryan’s long-term clients who just happens to be one of my lifelong friends. I am very comfortable giving 5-stars!! – Tiki Murray
REVIEW #11 – With Ryan’s help I’m not only retired I’m comfortably retired. He can show you how it’s done too. Don’t hesitate to call Apex. – Michael Wasson
REVIEW #12 – We are happy with the attention to our specific needs and providing personal follow up. The team is accessible and encourage routine review of our portfolio. This team has been like a family showing they care about us as individuals and not just a business profit. – Lisa Whelan
REVIEW #13 – Dear SFP Family, I am grateful for all you do. I’m so glad I found you and reached out for financial assistance. I appreciate all you’ve done. Happy Spring. – Sharon Berte
REVIEW #14 – Great Company, extremely happy with the services, flexibility, great portfolio recommendation, focus on protecting your retirement dollars earned over the years and they treat everyone like family. – Mark Hardmon
REVIEW #15 – So happy to be a part of Apex Retirement Services. I was near retirement and had lost my wife and have two sons, one in college and the other a senior in HS. I was in real need of some guidance. I reached out to Ryan and he was fantastic. We sat down and reviewed my situation. He listened to my goals and concerns and set out a plan to insure my financial future and that of my sons.
Additionally, Ryan and the Apex family has joined me in support of the James L McKeown Boys and Girls Club of Woburn.
I am truly appreciative of all that Summit Financial Partners continues to do. – Andrew Crawford
Financially In Tune
ADDRESS: 92 Montvale Ave Suite 2050, Stoneham, MA 02180, United States
NUMBER: +1 781-587-0582
DESCRIPTION FROM BUSINESS: Financially in Tune is a fee-only, fiduciary advisory firm helping individuals and families achieve their financial goals with customized financial advice, financial planning and investment management. We provide objective advice and as a fiduciary we put the best interest of clients first at all times…
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 – Patient and completely competent; my husband and I have all good things to say. This is true financial guidance. – Jennifer Dorsey
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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