3 Best Gold IRA Investment Companies Near Me in Vero Beach, FL – Retirement Planning Services
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SpirePoint Private Client – Financial Advisors
ADDRESS: 830 Azalea Ln, Vero Beach, FL 32963, United States
NUMBER: +1 772-316-1271
DESCRIPTION FROM BUSINESS: At SpirePoint in Vero Beach, FL, we specialize in preserving and expanding our clients’ financial resources for their lifestyles and legacies…
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 – If you are looking Financial Advisors that care about you and your family. I recommend SpirePoint Private Client Trent and Jim are amazing they go the extra to ensure that you are earning the highest return on your investment with the least amount of risk. They are connected with Goldman Sachs and have many great investment options to suit your unique needs in your life. World Class service and results. They are simply the best!!!!!!!!!!!!!!!!!!! – Ben Bryk
REVIEW #2 – Integrity and knowledge – and always with the client’s best interest at the core of this organization. Tough combination to find in today’s business environment. You can trust Trent and Jim for investment direction and growth. – Gerri Rorick
***** MORE REVIEWS PENDING FOR THIS BUSINESS ****
Recommended Sponsors
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Lulla Wealth Financial
ADDRESS: 4731 Jimmy Buffett Mem Hwy Suite 227, Vero Beach, FL 32963, United States
NUMBER: +1 772-257-9803
DESCRIPTION FROM BUSINESS: Our mission is to take the stress out of planning for your future by explaining the complex financial world in a simple and relatable way. We help you build, preserve and manage your wealth…
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 – My husband and I couldn’t be more pleased with the exceptional service provided by Luis at LULLA Wealth Financial. His deep knowledge, clear communication, and personalized approach have truly made a positive impact on our financial future and well-being. Luis took the time to review our previous financial status and explained with clarity how to maximize our portfolio and prepare for retirement. He is always available and consistently offers sound advice. Thanks to his/their guidance, we have been able to make smart investments, plan effectively for the future, and stay on track with our long-term goals. I highly recommend Luis at LULLA Wealth Financial to anyone looking for a trustworthy and highly skilled company. – Heidi Heil
REVIEW #2 – Luis Whu has become my financial advisor this past year and I am very grateful for his expertise in my behalf.
Luis is the advisor that I trust with my financial decisions. He explains every recommendation to me and answers my questions with patience and empathy. My assets have grown under his professional leadership and I will gladly recommend LullaWealth Financial to my family and friends. – Moree Leatherman
REVIEW #3 – Highly recommend Lulla Wealth Financial. Luis takes his time to understand and listen to his clients as well as asking all the right questions so that his recommendations are right for each individual. He is always pleasant and accessible, and has made working with him a delight. – Lorna Leese
REVIEW #4 – Luis Whu prides himself on excellent customer service. He treats my accounts as if they were his own. He is extremely knowledgeable on all financial matters and current economic changes. Luis always responds to my questions and doesn’t ever make you feel uncomfortable about voicing your concerns. On a personal note, he has provided me with all the support I needed during my husband’s illness , which included getting the necessary documentation required as well as caring for my emotional well being upon my husband’s passing. I am grateful for all Luis does for me as a client, as well as a friend. – Stephanie Harvey
REVIEW #5 – When I moved to Florida from New York four years ago, I attempted to continue my relationship with Fidelity for my financial investments. My efforts to get a Fidelity Representative to work with me did not come to fruition. I was referred to Lulla Wealth Financial and have worked with Luis Whu since my arrival. The personal attention is outstanding. Luis has kept me on track with my investments, both my IRA and Individual accounts. My investments have weathered the storm of the volatile stock market. I always feel confident that my money is in good hands with Lulla Financial and Luis at the wheel. I would give a ten-star rating if there was one! – Marian Friedmann
REVIEW #6 – I started with Lulla Wealth Financial in 2014 and have had excellent service. Luis, my fiduciary advisor, respects my input and has steered me in a direction that I am comfortable and secure with in my retirement. What started out as a business relationship has turned into a friendship that I treasure. – Linda Ewing
REVIEW #7 – I consider Luis a personal friend. I consider him a professional in every area of investments and finance. He is honest and sincere about how he directs us on our investment philosophy. We would highly recommend him to any of our family and friends. – Bob Komarinetz
REVIEW #8 – Louis is a great advisor. He explains managed products so I understand. He listens to my concerns when asked. He also has my whole family in mind when we discuss financial futures. His website is easy to maneuver thru. – Alan Miller
REVIEW #9 – Working with Luis and Luella Financial has been an outstanding experience. He’s incredibly knowledgeable, approachable, and genuinely committed to helping his clients succeed financially. From the start, over three and a half years ago he took the time to understand my goals and provided clear, thoughtful advice that made complex decisions feel manageable.
What sets Luis apart is his patience and transparency—he explains every option thoroughly and never pushes anything that doesn’t feel right. I truly trust his guidance and appreciate how responsive and supportive he is through every step of the process.
I highly recommend Luis and Luella Financial to anyone looking for a smart, trustworthy, and dependable financial advisor – Melissa Cordeiro
East Coast Tax and Financial Planning
ADDRESS: 2945 Cardinal Dr, Vero Beach, FL 32963, United States
NUMBER: +1 772-774-7970
DESCRIPTION FROM BUSINESS: At East Coast Tax and Financial Planning, we’ve built our firm around the combined power of accountants, insurance agents, and investment managers under one roof. We understand the immense value in integrating these diverse skill sets to create robust financial strategies tailored to our clients’ needs…
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:30 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:30 PM | |
| Fri | 9:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I highly recommend East Coast Tax and Financial Planning— especially for those who might be new to financial management. The experience and knowledge went a long way to alleviating our concerns about retirement planning. With the roadmap provided to us, we are not only excited to face our retirement years (in next 5-7 years), but we now have peace of mind that with East Coast’s guidance, we will enjoy our new life adventures more!! Thank you to Mr. Howes and East Coast!! – Heidi E
REVIEW #2 – Spent one hour with a very professional Danny Howes, which he does as a free first hour meeting. In a short time he was able to look at our 2023 tax return and make recommendations for selling our Fl vacation home rental to minimize taxes. He is a full-service tax, financial advisory, insurance practice. Also, a member of the Vero Beach Christian Business Association. Hard to find these days. – Dennis Wagner
REVIEW #3 – We moved to Vero Beach and last year my wife went to Google in search of an accountant so that he/she can prepare and file our income tax return. We were greeted by Danny Howes who was not only very knowledgeable, pleasant and at that time he offered their other services. Today we returned to have a financial planning consultation etc and once again we were informed, guided, and very happy with Danny Howes’ appointment. He clarified all of our doubts and helped us correct mistakes made by wrong advice given to us by other so call professionals. – Jesus Rodriguez
REVIEW #4 – I travel back and forth from Connecticut to Vero Beach and have found East Coast Tax and Financial Planning to be not only the easiest firm to work with but also, we’ll equipped to handle everything from my rental property and businesses to helping me with retirement planning and tax savings. – Luke Moore
REVIEW #5 – Not only do I appreciate how very knowledgeable Danny is, as well as the fact that he truly cares about his clients’ balanced financial wellness, I appreciate having the option to book appointments virtually while traveling back and forth from Vero Beach, FL to NJ. – Lori Hamilton
REVIEW #6 – I have been dealing with Danny Howes and his staff for several years now and I am highly satisfied with the job they do. Knowledge, Integrity, and Skill are but a few of the reasons I entrust East Coast Tax and Financial Planning with my business. – Thomas Grimshaw
REVIEW #7 – Danny has handled my investments for over 15 years now. Being 11 years into retirement and preparing a sailboat for a circumnavigation, I’m very appreciative of his knowledge and insight on investments and taxes. – Don Teeter
REVIEW #8 – It’s hard to find good service these days. These guys are top-notch. They always take the time to help me understand how the different financial products work together. You can tell they love their jobs and their clients. Glad I found them. – leslie teeter
REVIEW #9 – Outstanding service and value. Everything you want from an accounting firm. Professional and knowledgeable. I can’t say enough about them. – Don Cook
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