4 Best Gold IRA Investment Companies Near Me in Attleboro, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Northeast Investment Services Tom Vine CRPC
ADDRESS: 555 Pleasant St STE 103, Attleboro, MA 02703, United States
NUMBER: +1 774-277-2721
DESCRIPTION FROM BUSINESS: We are dedicated to staying current and adapting to the ongoing changes in the world of financial planning. Our approach is to create an effective game plan around your goals and vision. We will work side by side as your life and financial situation changes.
OFFICE HOURS
| Mon | 9:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:30 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Tom is an exceptional financial planner that helped us navigate the complex planning journey. Tom and his team helped develop a comprehensive strategy to achieve our retirement goals while simultaneously living the lifestyle we want until we get there. He also has amazing hair. – Vinny Milano
REVIEW #2 – Tom has been fantastic in offering tailored advice that’s really paid off. His practical advice and commitment to my financial well-being have made a real difference in my peace of mind. 10/10 – Steve Adams
REVIEW #3 – Outstanding company, goes above and beyond for their clients, Tom and his team take the time to answer any questions I have, 10/10 would recommend Northeast Investment Services! – Jamie Degidio
REVIEW #4 – We’ve worked with Tom on finical planning they’re super resourceful and helpful! – Jennifer Stavrakas
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Freedom America Wealth Management
ADDRESS: 521 Mt Hope St #300, North Attleborough, MA 02760, United States
NUMBER: +1 800-679-0665
DESCRIPTION FROM BUSINESS: As a financial advisor, I help people like you secure your retirement by navigating the complexities of Social Security while discovering the best path forward that has the greatest impact on your future.
OFFICE HOURS
| Mon | 9:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 8:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 8:00 PM | |
| Fri | 9:00 AM – 8:00 PM | |
| Sat | 9:00 AM – 5:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jim Mayer with American Wealth expertly rolled over my 401K into an IRA at retirement. He provided in depth analysis leading to a plan tailored to my risk tolerance to provide income generation for the last few years. Jim is very personable, generous with his time and very responsive to questions and modifications as needed. I highly recommend him. – Christopher Fowler
REVIEW #2 – I have been Working with Jim at Freedom America over the past couple of years to help me prepare for retirement. He has identified many options that I never considered, and I chose and income annuity to compliment my social security and diversified other accounts for longevity. Thank you Jim for giving me peace of mind as I embark on the next chapter of life’s journey. – Teresa Salemi
REVIEW #3 – We are very happy with Jim and Freedom America Wealth Management services. Jim is very knowledgeable and transparent about our financial needs and options. He is always available to answer any questions we have. We have complete trust in the services provided. Larry Holbrook – LH Art Meets Math
REVIEW #4 – It has been a rewarding experience working with Jim this past year as I enter retirement . his knowledge patience and guidance has put me in a great comfort zone – now I can exhale. I would refer him to anyone thinking of retirement…thank you Jim. – Maureen Osullivan
REVIEW #5 – Freedom American Wealth is great! Keeps me well informed and is there for me any time . My investment advisor JM has been helping my wife and I with our retirement funds and he always has our best interests in check 👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻🙏🏻 – Peter Harriman
REVIEW #6 – Jim is as he presents himself = A highly qualified, trusted Professional with a depth of knowledge and experience who presents several paths to accomplish my overall financial objectives. It did not take me very long to include Jim as a “member” of “my trusted” team of subject matter experts (SME;s) ….which is not easy for me to do. Jim has partnered with my Tax expert to address a “project” we were partnering on with the outcome or results were great!. As a long-time client within the Financial Services industry, I’ve always believed that the people who know, do, and respect your input or knowledge, and those who don’t know,’ are just blowing smoke! Jim knows and has always been there for me/us and not for his own edification. Jim will always educate first, which for me is key. (I’ve come across others within the Financial Services industry and it is sad that I know more than they do and that is why they are not on my Team of SME;s and Jim is!!)
Keep going Jim, we are relying on you Jim! – Stephen Holt
Constant Guidance Financial – Mitch Zides, CFA, CFP
ADDRESS: 1 North Ave, North Attleborough, MA 02763, United States
NUMBER: +1 508-207-8049
DESCRIPTION FROM BUSINESS: Constant Guidance Financial is a fee-only, fiduciary wealth management firm in North Attleborough, MA, serving clients throughout Massachusetts and Rhode Island. Led by Mitch Zides, CFA, CFP®, we specialize in comprehensive Retirement Planning and Income Design…
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I hired Mitch in January of 2019. Since then he has turned my portfolio around! My previous adviser was commission based and did not have my best interests in mind, in fact he was quite remiss. I met with a few advisors before hiring him, none of them impressed me as much as Mitch. He is very professional, has impeccable credentials and is also a fiduciary. In terms of my portfolio he has diversified my holdings and made me less vulnerable to market fluctuations. He always makes himself available to either explain what he is doing or address any concerns that I may have. I highly recommend him and wish that I had hired him years ago! – jcsrst
REVIEW #2 – I met Mitch 5 years ago when I was living and working in Boston. Fast forward 5 years and I’ve navigated exiting two jobs (and associated retirement plans) in two different cities (San Francisco/Boston) got married, bought a house, and started my own company. Mitch has been there every step of the way. I’ve never met a guy that worked harder to understand the market and not only manage returns but also really understand a clients tolerance for risk as it changes over time. Highly recommended. – Casey Howe
REVIEW #3 – Mitch has done a fantastic job for us. He is very bright, practical, and thoughtful. Mitch listens to the litany of changes that happen in life, and he advises us accordingly, tailoring that advice to our individual needs. He has been a great help to us as we begin to prepare for retirement. – Maryann Rodrigues
REVIEW #4 – I like how a fee only financial advisor does what is in the best interest and most appropriate for me. I don’t like to pay commissions or get charged excessive fees. I like how Constant Guidance Financial diversifies my portfolio and provides advice on asset allocation. Fee only advisors offer the full transparency that I have been searching a long time for. – Michael Delpape
Proactive Financial Solutions 360, LLC
ADDRESS: 500 E Washington St # 23, North Attleborough, MA 02760, United States
NUMBER: +1 508-316-9360
DESCRIPTION FROM BUSINESS: Helping businesses reach their potential & people achieve their dreams. We are in tune with the fact that everyone has distinctive needs, goals, and dreams. We pride ourselves in taking these into account when helping to navigate through each situation, whether simple or complex…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Chris and his team have been a fantastic asset to me and my business. When I needed to adjust my reporting and get immediate projections to go for business loans, Chris jumped in and worked with me until it was done. He’s a wealth of knowledge, and he has a wonderful team behind him. I highly recommend them for accounting, taxes, and investments. I also recommend getting to know the team’s epic karaoke skills. – Shane Matlock
REVIEW #2 – PFS 360 has been a pleasure to work with. I have never had a better understanding of my financial situation as I do now after working with Chris. The combination of his being a CPA and financial planner provides a unique service that encompasses all of my family’s financial needs. I recommend PFS 360 to anyone who wants to reduce their anxiety around finances. A+++ – Cassie Mosher
REVIEW #3 – I contacted Chris to help me with my personal financial situation. Upon my arrival, he had everything in order & a plan in mind for me. He made me feel very comfortable, made sure I understood what he meant, and that we were on the same page. He is a pleasure to work with & I will be looking to use PFS360 not only for my personal needs, but for my business needs as well. I highly recommend PFS360! – Melissa DelSignore
REVIEW #4 – I am so grateful for Chris Guathier, a CPA with Proactive Financial Solutions. He helped me navigate my financials when I purchased my company. Chris truly made an already stressful situation much easier. He has a keen way of explaining things without the confusing jargon. Chris was fast and effective and above all he was relatable. I honestly don’t know how I would have navigated the process without him. I have gone on to recommend Chris to many friends who also rave about how helpful he is. He is able to provide help for all financial needs which makes him so much more of an asset then other financial help options. – Emily Corbett
REVIEW #5 – PFS360 assisted me and my business in every way. Their financial planning is the best in the area hands down!! Highly recommend meeting the team and seeing how they can benefit your personal wealth building. They exceeded my expectations in every way! – Mike Ramos
REVIEW #6 – Top-notch financial services. The team at PFS is always there for me: whenever issues come up throughout the year, they respond and resolve whatever needs attention. Great value and great outcomes. I am a client for life and you should be too. You won’t be disappointed. – Brett Beaubien
REVIEW #7 – Very professional, and was somehow able to organize and get my companies back in order. Our previous accountant had us in quite a mess but thankfully Chris was able to make quick work of the problems and put us on track. We plan to use this firm for life. – Joseph Becton
REVIEW #8 – I used to go to HR Block for my taxes and they made some serious mistakes for 3 straight years. Chris at PFS 360 helped me get everything corrected with the IRS and RI. Not only did he fix it, he got me money back. I am so glad that I am working with Chris now. He is professional, prompt and a great value. Most importantly, he is fun to work with and truly cares about his clients. – Barbara Fiore
REVIEW #9 – I highly recommend PFS 360 for anyone needing help with taxes and financial management. They have helped me with complex business tax returns and my own financial planning to great success for years now.
Their online tax portal keeps all documents neatly organized so I know right where to find them year after year. Give them a try, you won’t be disappointed! – E. Brewer
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