4 Best Gold IRA Investment Companies Near Me in Boca Raton, FL – Retirement Planning Services
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Rubin Wealth Advisors
ADDRESS: 1200 N Federal Hwy #200, Boca Raton, FL 33432, United States
NUMBER: +1 561-288-1111
DESCRIPTION FROM BUSINESS: At Rubin Wealth Advisors, we provide personalized financial and retirement planning for conservative individuals, families, and business owners. With over 35 years of experience, Bob Rubin, a trusted financial advisor in Boca Raton, offers expert guidance in wealth management, investment strategies, and estate 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 | 10:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Bob Rubin and the Rubin Wealth Advisors team were recommended to me by a fellow entrepreneur (they manage his company’s 401(k) plan) and I couldn’t be happier with their level of service and attention to detail. Bob is extremely knowledge and thoroughly explains my options so I can make an informed decision with confidence. If you’re looking for a quality firm with the highest integrity, I recommend Bob and Rubin Wealth Advisors without hesitation. – Dawn Rahicki
REVIEW #2 – I am a business owner and I’ve worked with Bob for quite a few years. Over the years, I find myself very comfortable in his ability to manage my affairs. Bob is confident, decisive and right to the point. He provides knowledge and investment strategies that meet my expectations. – Nick Aleksa
REVIEW #3 – Rubin Wealth Advisors is a great service that has helped me get an early start on planning for the future in the first year of my career out of college. I feel like because of the work they do I’m on a great path towards having a large amount of savings at a young age. – Andrew Rubin
REVIEW #4 – Rubin Wealth has been wonderful. Always professional and informative to whatever questions I have. – Nick Palmisano
REVIEW #5 – Robert is the best he handle’s all accounts as if it was his own money he is always available to speak with! – Tammy Hernandez
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Feller Financial Services
ADDRESS: 1900 Glades Rd Suite 354, Boca Raton, FL 33431, United States
NUMBER: +1 561-314-1800
DESCRIPTION FROM BUSINESS: Feller Financial Services is dedicated to providing financial planning services to individuals and families from all walks of life. We believe that a person’s opportunity to work with a financial advisor should not be limited by their accumulated wealth but instead dependent on their desire to build a strong financial house to accommodate their hopes and needs…
OFFICE HOURS
| Mon | 8:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 8:00 PM | |
| Wed | 8:00 AM – 8:00 PM | |
| Thu | 8:00 AM – 8:00 PM | |
| Fri | 8:00 AM – 8:00 PM | |
| Sat | 8:00 AM – 8:00 PM | |
| Sun | 8:00 AM – 8:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Richard Koblick has been my financial planner for over 15 years. His genuine compassion towards me and my finances led to me to referrals to my mother and my daughter. All three generations received personalized financial planning under his knowledgeable advice. Thanks to Richard, he has led me to feeling confident regarding my retirement and future housing needs. – Kathy Barrett
REVIEW #2 – Richard Koblick is fantastic. He’s been providing financial planning services for my whole family for more than a decade and we’ve always been happy. He’s very trustworthy and takes great care to learn about our needs and concerns. Highly recommend. – Kristen Barrett
REVIEW #3 – I have been working with Joshua Feller and team for roughly 5 years now and could not be any happier. They listen to your concerns and work to find the best financial investments for you. Can’t say enough good things about them. – David Fine
REVIEW #4 – I have been with Feller Financial Services for almost 20 years. Back when, I left a different company and jumped on board with FFS. Best thing I ever did. Josh Feller is always available when needed. He is prompt and on time with reviews of my portfolio, along with making recommendations appropriate for me. During these years, I retired, moved to a different area, and lost my beloved husband. Josh Feller has always been there through it all and financially, always advising me what is appropriate to my life. In other words this company is one you can count on. – Laureen Bouley
REVIEW #5 – Feller Financial Services offers a sense of knowledge, responsibility, and character. In the years I have been working with Josh, in particular, I have always felt I was in good hands. I have so much confidence this company I suggested my daughter place her financial needs and goals with Feller Financial Services. – Tom Manly
REVIEW #6 – Josh Feller is stellar! Our family has been the beneficiaries of Josh’s guidance for a decade! We appreciate his approach to helping us to manage our finances and long term investments. Thank you Josh! – Maureen Quigley
REVIEW #7 – Josh provides personalized service that considers my current and future needs. He makes everything easy to understand and provides pros and cons of various options. I especially appreciate his calm demeanor and ” no hype” approach to communication. – Joline Lake
Singer Wealth
ADDRESS: 1515 S Federal Hwy #302, Boca Raton, FL 33432, United States
NUMBER: +1 561-998-9985
DESCRIPTION FROM BUSINESS: At Singer Wealth Advisors, Our Mission is to assist clients with removing worry and stress by putting them in position to help turn the vision of their ideal life into reality. Singer Wealth includes two attorneys, several financial advisors.
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 – Particularly, our family was drawn to Singer Wealth Management and Singer Law, to help us manage our retirement portfolio and estate planning documents. What stood out above several other organizations we interviewed was the Singer Organization did not try to sell us something we didn’t need.
In fact, they reviewed our documents and financial plans and recommended updates to one estate document out of several to comply with Florida law. Every other organization recommended scrapping everything we had and starting over. To our family, it made all the difference about who to select as a key advisor. – Charles Paul Collins
REVIEW #2 – We were with another very well known financial company for many years. They never took the time to get to know our needs and goals, the way Singer Wealth team has done. We have earned more on our investments in the last year than we did in the previous five years with the other company. We are extremely grateful and feel the we are far more well rounded in our financial portfolio. Thank you!!
– Serena Johnson
REVIEW #3 – My wife and I attended a retirement seminar hosted by Charles Landry with Singer Wealth, and we were truly impressed. His presentation was inspiring, upbeat, and easy to understand. When we later met with him at the Singer Wealth office, everyone was welcoming and professional. Charles’s sincerity, deep knowledge, and genuine care really stood out. It felt less like meeting a financial advisor and more like connecting with a friend who truly wants the best for you. We highly recommend Charles and the entire Singer Wealth team for their expertise, honesty, and kindness. – Izzat A. Dajani
REVIEW #4 – Before I met the guys at Singer Wealth, I was managing my own money for 40 years. Although I was doing very well in the stock market, there were many things lacking about how I was managing money, such as diversification, proper tax planning, and estate planning. When I retired from medicine, I knew that I would have to bring in professionals to assist me. I interviewed several firms, but it was the fine people at Singer Wealth that really drew me in. They convinced me of their knowledge on various ways of providing income whilst minimizing tax-disadvantaged strategies. I trusted them immediately – after calling all their references and hearing such glowing reports from other longtime clients. Since I have been a client with them, which has only been a few months now, I have seen them make a number of changes that make me feel that I am no longer alone in the financial world. But I am with an all-star team of people from attorneys to financial advisors, actuaries, paralegals, and administrative staff who genuinely care about me and are very responsive to my questions and needs. I would recommend Keith Singer and Steve Trachtenberg, and Nathan Kalil, of Singer Wealth to any of my friends who needed a team of professional to manage their money correctly and with a plan. Thank you, Singer Wealth. I look forward to many good years together both as friends, and trusted business associates. – Scott A. Berger, M.D.
REVIEW #5 – Singer Wealth Management stands out as one of the few firms offering access to sophisticated structured notes. I’ve been investing in these for over 10 years, and they’ve become a cornerstone of my portfolio.
Recently, I purchased a 10-year structured note tied to the S&P 500 futures index with 345% upside participation—a rare and powerful feature. I bought in six months ago, right when markets dipped on tariff news. Since then, the index is up ~28%, which would translate to a 96.6% return if the note matured today (28% × 3.45 leverage).
Singer consistently finds or structures notes that align perfectly with my goals—high reward, defined risk, and long-term growth. Their expertise in this niche is unmatched.
Highly recommend for serious investors. – Mark Manhart
Secure Wealth Planning Group
ADDRESS: 7280 W Palmetto Park Rd, Boca Raton, FL 33433, United States
NUMBER: +1 561-340-2667
DESCRIPTION FROM BUSINESS:
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 – This is the only financial planning/advising group I have worked with that has provided actual gains. Others I have worked with have provided paper profits that disappeared with changes in the market. SWGP uses high interest structured notes that provide regular income leading to an actual vs paper increase in my wealth. – Lawrence Burstein
REVIEW #2 – Richard and his team have an incredible and well streamlined wealth product. He is patient , trustworthy and of the highest integrity. As someone who was in the hedge fund industry for 20 years I peppered him with diligence questions and he happily answered them all. Highly recommend! – Aaron Segal
REVIEW #3 – Richard and his team at Secure Wealth Planning Group are a first class investment firm! They have a specialty with structured notes that produce unbelievable returns. I’m an investor since the 90’s and have been incredibly pleased with them since starting with them in 2023. All monthly coupons have paid, again with amazing returns! Thank you Richard and your team! – Bobby Mac
REVIEW #4 – I have been dealing with Secure Wealth Planning Group, Richard Ehrlich since 2016. I only have good results from dealing with him. Richard is always responsive to my many calls and answers all of my inquires. In fact I stop by his office frequently to discuss my various investments with him and go over my statements with him. It is very comforting to be able to sit down and go over(review) my annual statements and my annual index investment. His staff is also very courteous and responsive to
my inquiries. He also has good coffee. – robert mednick
REVIEW #5 – Great investment with high interest rates and relatively low risk. Can diversify investing in notes to keep risk even lower. It’s been a pleasure dealing with RICHARD. He is knowledgeable and always there to answer questions. Highly recommend this investment. – Mark Berkowitz
REVIEW #6 – We are excited to share our positive experience working with Richard Ehrlich and his team at Secure Wealth Planning Group, a top-tier investment firm. They specialize in structured notes that yield remarkable returns. During our initial meeting, Richard took the time to thoroughly explain his business and the investment options that could maximize our returns while minimizing risk. Thanks to his guidance, we are now better prepared for an earlier retirement, tailored to our needs and goals.
Richard and his team are not only personable and knowledgeable but also highly professional. They are always available to answer any questions we may have. We highly recommend Secure Wealth Planning Group to anyone seeking consistent and excellent returns on their investments. – Debbie LL
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