4 Best Gold IRA Investment Companies Near Me in Boston, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Evergreen Wealth Management
ADDRESS: 399 Boylston St 6th Floor, Boston, MA 02116, United States
NUMBER: +1 978-495-6848
DESCRIPTION FROM BUSINESS: Why pay the financial industry a percentage of your wealth every year just to get advice? At Evergreen Wealth Management, we’ve replaced that outdated model with one flat monthly fee. No surprises. No commissions…
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 – We highly recommend Nick and Evergreen Wealth Management! He did a spectacular job understanding our situation and delivered sound, unbiased, actionable, and trusted advice. He didn’t push a particular companies offerings, but instead took the time to understand our current state and offered balanced advice to meet our goals. – Jim Towey
REVIEW #2 – Working with Nick at Evergreen Retirement Planning was the best financial decision! I initially reached out because I was looking for unbiased financial guidance. Nick’s flat fee structure gives me peace of mind knowing his advice will always be based on what he believes is best for me and won’t be influenced by any potential commissions or products he might receive.
Nick has taken the time to learn about my goals and gives me straightforward advice that’s easy to understand. And I appreciate his timely and thorough responses to all my questions and concerns. He is genuinely focused on helping me make informed decisions that align with my financial goals.
I now feel confident about my financial future! If you’re looking for a knowledgeable, trustworthy advisor who truly has your best interest at heart, look no further than Nick at Evergreen Retirement Planning! – Sivan Sergott
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
McAdam Financial
ADDRESS: 101 Federal St Suite 1900, Boston, MA 02110, United States
NUMBER: +1 857-263-7759
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 – I would have to say that my experience with Ben Lucas our financial planner at McAdam financial has been very pleasurable. It has been just over a year that my wife, Kathleen and I have transferred our investments from our current employers to McAdam. The transfer of funds was very fluid. With Ben’s guidance, he recommended a portfolio that would complement our needs heading into our retirement years. In the past year our funds have done very well! I will highly recommend Ben to my family members and friends. – David
REVIEW #2 – Working with McAdam Financial has been a great experience. John MacAuley and Joseph Radico set me up for a well planned retirement based on my personal situation. And Ben Lucas has continued advising and advocating in my best interest in order to grow and protect my hard earned savings. I recommend them highly. – Nawal Najjar
REVIEW #3 – We have been working with Ben Lucas from McAdam Financial for about a year. Ben is knowledgeable, patient and explains things in a way that we can understand the long-term impacts and make informed decisions about our future and our financial goals. We are highly satisfied with the service and expertise that Ben has shared with us – Deb Ferranto
REVIEW #4 – I can’t say enough good things about Ben’s professionalism. He’s very knowledgeable and is the perfect advisor for us. My partner and I are not the most astute investors and Ben explains our options and advises in a manner that we have no difficulty grasping. 1,000 thank-yous to Ben and the rest of the Mcadams staff. – Edward Ferranto
REVIEW #5 – We have been working with Ben Lucas, McAdam Financial for the past 7 months as we prepare to retire. Ben has been great and very helpful with transitioning our funds. He explains everything, especially when I ask the same questions over and over. Ben is very easy to schedule 1:1 meetings. We look forward to working with him throughout our retirement years! – Mindy Hynes
REVIEW #6 – We recently transitioned several 401k accounts with assistance of Ben Lucas. The experience was seamless. He provided us with account options and clearly explained the risks and benefits with each. Since making the changes, our funds have done quite well and we are better aligned with our retirement goals. Thank you, Ben! – Kate
REVIEW #7 – Phil Simonides at McAdam Financial is fantastic! He really takes the time to get to know you and your goals, and explains everything in a way that’s easy to understand. I never feel rushed or pressured—just supported and informed. Phil is knowledgeable, professional, and genuinely cares about helping his clients make smart financial decisions. I feel much more confident about my financial future thanks to his guidance. Highly recommend! – Lisa Proulx
REVIEW #8 – My wife and I have had the wonderful experience of meeting Alyson Dana who works for McAdam Financial and she manages all of my retirement investments. In addition to managing my retirement investments, Alyson also helped me invest one of my pensions in a safer investment (producing the same results) and also found a major company where I was finally able to get Long Term Care (LTC) insurance. Prior to Alyson finding a company that accepted my application for LTC insurance, I was not able to get LTC insurance from several companies because of pre-existing conditions and my age.
Thanks to Alyson’s excellent financial managerial skills and financial investment strategies, I will be able to retire comfortably in just a few years.
I will always be a client of McAdam Financial (even after I retire), because Alyson Dana always has the client’s best interest in mind. – Gary Okumura
REVIEW #9 – Brittany Oliveira is amazing at what she does! She is very knowledgeable and helped my husband and I with our retirement plans. She is kind and passionate at what she does. You can see she takes real pride in her work and I wouldn’t recommend anyone else ! Thank you so much for all the financial advising you have done for us over the years! You are truly the best! – Marlene Vassalo
Shervin Sadr, CFP® – Financial Planner, Wealth Advisor
ADDRESS: 1 Marina Park Drive fl 16, Boston, MA 02210, United States
NUMBER: +1 781-330-4369
DESCRIPTION FROM BUSINESS: Shervin Sadr, CFP® is a comprehensive financial planner, working for families, individuals, and business owners as the “CFO” of their lives. With thorough cash flow planning, wealth management/Investment strategies, retirement planning roadmaps, insurance strategies, estate planning guidance, tax optimization, etc…
OFFICE HOURS
| Mon | 7:30 AM – 6:00 PM | |
|---|---|---|
| Tue | 7:30 AM – 6:00 PM | |
| Wed | 7:30 AM – 6:00 PM | |
| Thu | 7:30 AM – 6:00 PM | |
| Fri | 7:30 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had an excellent experience working with Shervin! His portfolio management expertise is top-notch — he takes the time to explain every strategy clearly and always keeps me updated. His communication is consistent and transparent, which makes the whole process feel easy and stress-free. I’d highly recommend him to anyone looking for a knowledgeable and trustworthy financial planner. – brianna lenza
REVIEW #2 – He provided a clear, efficient, and concise explanation of the entire life insurance process. My husband and I are confident that he will also be our financial advisor in the future. We’ve encountered many advisors before, but he is simply the best! – Jane Suh
REVIEW #3 – Initially I was super skeptical about financial planners because of the price and the worry about being talked into stuff I don’t actually need. Shervin and his team have completely changed my mind. I am pretty financially illiterate, but Shervin explains things in an understandable way that aligns with what is actually important for my family and our goals. He is easy to reach, honest, and not pushy. His availability for meetings is flexible so we don’t have to take off work. Best of all, he has actual experience working with physicians at various stages of their careers.
Highly recommend!! – Casandra Nowicki
REVIEW #4 – Shervin has been extremely helpful in organizing our entire financial and insurance profile from the ground up – responsive, accountable, and an excellent resource. Would recommend his services highly. – Mackenzie Bonner
REVIEW #5 – Excellent Service!
I recently worked with Shervin to explore disability insurance options, and I was incredibly impressed with his service. Shervin was incredibly knowledgeable and patient. He took the time to explain the different policy options in a clear and concise way, answering all of my questions thoroughly. Communication was prompt and efficient throughout the entire process. I was also very impressed with the great ongoing support I have received. It’s still early, but I’m very happy with how everything has gone so far. I highly recommend Shervin to anyone seeking reliable and professional guidance on disability insurance. – ben wang
REVIEW #6 – Great experience working with Shervin and Trevor. Extremely approachable, professional, and helpful for attaining our specific financial goals and accomplishing them in ways that are true to our values. Looking forward to continuing work with them in the future. – Liam du Preez
REVIEW #7 – I was incredibly impressed with Shervin’s expertise and professionalism. From the initial consultation, it was clear that he took the time to understand my financial goals and tailored a comprehensive strategy to meet my needs. He provided clear, actionable advice on budgeting, investments, and long-term planning, and was always available to answer any questions. What stood out most was his ability to simplify complex financial concepts, making them easy to understand. I feel much more confident about my financial future thanks to their guidance. Highly recommend! – Kevin Clark
REVIEW #8 – I was incredibly impressed with Shervin’s expertise and professionalism. From the initial consultation, it was clear that he took the time to understand my financial goals and tailored a comprehensive strategy to meet my needs. He provided clear, actionable advice on budgeting, investments, and long-term planning, and was always available to answer any questions. What stood out most was his ability to simplify complex financial concepts, making them easy to understand. I feel much more confident about my financial future thanks to their guidance. Highly recommend! – Angelica Saldanha
REVIEW #9 – Shevin has been a great at helping us set up a concrete financial plan. His thoughtful, no pressure approach has helped ease the process and set us up for success. We definitely recommend him to help you plan your financial future whether you’re a couple like us or individual. He is incredibly easy to communicate with (including his team!) and so responsive. We are so glad we found him! – Adrian Hoffer
Single Point Partners
ADDRESS: 277 Dartmouth St, Boston, MA 02116, United States
NUMBER: +1 617-600-0510
DESCRIPTION FROM BUSINESS: Single Point Partners, a fee-only financial planning firm located in Boston, MA, we act as a Project Manager for your financial life. Clients who work with us are looking for more than just advice, they want a partner to make sure things get done…
OFFICE HOURS
| Mon | 9:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 6:00 PM | |
| Wed | 9:00 AM – 6:00 PM | |
| Thu | 9:00 AM – 6:00 PM | |
| Fri | 9:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Over the past eight years as clients of Single Point Partners, we have been consistently impressed by their ability to listen to our financial goals and help us achieve them. They have provided invaluable guidance in areas such as retirement planning, estate planning, simplifying and streamlining our investments, and recommending tax-saving strategies. We have complete confidence in our SPP team, who are always accessible, helpful, efficient, personable, and professional. They give us peace of mind, meeting with us regularly to discuss our investments and market trends. Thanks to their expert guidance, we are able to enjoy a secure and fulfilling lifestyle. – Art Ceurvels
REVIEW #2 – Single Point Partners is fantastic to work with. Everyone we interact with at SPP is knowledgeable, personable, and a pleasure to work with. They make us feel so confident in our financial future, I could not recommend them highly enough! – Thomas Bresnahan
REVIEW #3 – My family has been a SPP client for 3 years. Their focused support, service, and commitment to the success of their clients are unlike any other partner I have ever experienced. I can not recommend Shaun and his team any higher to an individual or family looking for a financial planner. – Jon Olinto
REVIEW #4 – Single Point Partners have been a pleasure to work with over the last 10+ years. The team is extremely knowledgeable and experienced and provide excellent service. They take time to get to know you and your needs and work with you as you plan your future. Highly recommend this group for all your financial needs. – Deb Miller
REVIEW #5 – A friend had suggested we work with Single Point when we were talking about retirement. We are so glad they did. Single Point has been a game changer for us! Our SPP team truly works as a unit to be our family’s CFO. We have had financial advisors for years, but Single Point brings a whole new definition of what a financial advisor means. – Frankie M
REVIEW #6 – Hiring Single Point Partners was one of the best things my husband and I have done. Their services are comprehensive and they are incredibly accessible, responsive and easy to work with. They’ve not only reviewed our portfolio and made recommendations and changes, but they’ve reviewed all aspects of our financial life. A huge weight has been lifted and I know our finances are in good hands. They feel like partners, not a vendor. Not to mention they are just lovely people! We could not recommended them more! – Colleen Ryan
REVIEW #7 – When I retired, I knew it was time to find a professional to manage my finances. I researched both mega firms and boutique firms, ultimately deciding that I wanted the personalized service a boutique firm could offer. After narrowing my options, I reached out to two trusted friends in the financial industry (since I prefer not to mix friendship with money management). Both independently recommended Single Point Partners (SPP).
After speaking with a few members of the SPP team, I felt confident handing over my portfolio. Nearly three years later, I can confidently say they’ve been doing an excellent job. Their personalized approach and consistent performance have given me peace of mind about my financial future. I highly recommend them to anyone looking for a team that genuinely cares and delivers results. – Steven Manni
REVIEW #8 – As a former investment mgr and then banker, I can offer you an informed opinion; Single Point is the best kept secret in the industry. No other firm offers the concierge-level service you get at Single Point, and definitely not at the rate Single Point offers it. Our financial life is completely in order thanks to the incredibly dedicated work of our team. They gently “nudge” us into staying on top of everything from insurance, to wills, to 401k and college savings contributions. We are eternally grateful for their wise counsel and meticulous care. – M L
REVIEW #9 – Our experience with Single Point has been outstanding from day one. Our previous planner passed away suddenly which began a search for someone new or attempting to navigate our retirement and financial planning on our own. A good friend’s positive experience led us to Single Point and it was the best financial decision of our lives.
We were assigned a personal CFO whose advice and counseling has reshaped our financial well being. We moved out of state 3.5 years ago and personal meetings with Michelle are now via Zoom multiple times a year as we’ve slowly migrated our life savings out of high expense investments and developed a tax strategy. The entire team at Single Point has helped us understand Medicare and Social Security decisions; health, home, and automobile insurance choices as well as develop an estate plan. Untangling my parent’s finances as their health declined was a wake up call and with Single Point’s help this is something our adult children won’t need to deal with.
Single Points fees are transparent and reasonable. There are no questions that go unanswered in a timely manner and each staff member is as helpful and knowledgeable as the next. We are not high net worth people, but our financial well being is taken seriously. Single Point’s entire team has made us feel valued and confident we‘ve made the right choice. – Eric Ohanian
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