4 Best Gold IRA Investment Companies Near Me in Braintree, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Generations Retirement Group
ADDRESS: 45 Braintree Hill Office Pk, Braintree, MA 02184, United States
NUMBER: +1 781-535-6133
DESCRIPTION FROM BUSINESS: Generations Retirement Group is a fully integrated estate planning and retirement planning firm, capable of handling all facets of planning. We help people protect their assets and develop a road map to reach their retirement & planning goals.
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 – Dave’s professionalism, wisdom, and caring are priceless! He has helped us to be absolutely at ease about our retirement, no matter what ‘storms’ may arise. We feel safe! And we look forward to the ability to enjoy our ‘senior years’ with full confidence. Please spread the word about the competence and reliability of Generations Retirement Group! – Paul Logan
REVIEW #2 – We are very happy that we went to Generations for our retirement planning! Now we are into retirement and have no worries financially! Dave is great and so glad we went to his retirement planning class! – Glenn Peterson
REVIEW #3 – My husband and I attended one of Generations retirement seminars and was intrigued to look further into their services to learn more. We met with Dave Corman and his team in Braintree and they helped us develop a solid framework and plan for retirement and investments that helped us meet our financial goals. I found Dave and the team (Jean, Matt, Sean) to be extremely knowledgeable and very approachable. They took time to explain the process and encouraged you to ask questions. They have a one stop approach to financial planning for retirement and can help you from mapping out a roadmap for retirement savings to understanding complex Medicare regulations to investments. They are very friendly and committed and will work with you throughout your retirement – not a one and done approach. I would highly recommend Generations Retirement Services to anyone looking for assistance to manage retirement planning for the future. 5 stars for sure! – carolyn jackson
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Kelly Financial Services LLC
ADDRESS: 10 Forbes Rd #130, Braintree, MA 02184, United States
NUMBER: +1 781-849-3090
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:30 AM – 6:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 6:00 PM | |
| Wed | 9:30 AM – 6:00 PM | |
| Thu | 9:30 AM – 6:00 PM | |
| Fri | 9:30 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Kelly Financial Services has treated my wife and I with the utmost respect, superlative service and financial assistance that has my full confidence. At Kimball Farms we had a wonderful time and I had the opportunity to speak to our advisors in an informal setting. I’m so proud of Willam Jr. accomplishment of having to publish his own book. Mrs. Kelly is such a gracious person who I spoke with for quite awhile. I’m so glad that she considers Annette me as friends. Thank you all so very much for your ten years of service and expertise. – Steven Grossman
REVIEW #2 – We have been clients for a number of years and we are very pleased with the results and everyone that we have been involved with especially Greg he is the best and we highly recommend Kelly Financial Services. They really have our best interest at heart. – Donna Proudfit
REVIEW #3 – We have been working with Kelly Financial for over 10 years and have always found them to be very professional, knowledgeable, approachable, reply quicky to inquiries or concerns, looking out for our bast interests, and focused on growing and keeping our money safe. I would highly recommend them. – Bill De
REVIEW #4 – I’ve been with Kelly Financial since 2017. The company and its employees from top to bottom are exceptional. Very professional, helpful, informative, and prompt. Besides their normal services, there are periodic free seminars covering a wide range of topics that are very useful in planning your retirement. And as far as performance, I’ve been happy with the results so far. As with any investment firm, there are always ups and downs along the way, but I’ve seen consistent growth to this point, and I would recommend speaking with them if you’re considering a retirement specialist to help guide you to achieving your goals. – C Vick
REVIEW #5 – We have been customers of Kelly Financial for the last 10 years. The services provided by our advisor Greg Murray have helped us plan for our retirement based upon our needs now and in the future. We have a great relationship with him and are very satisfied. I highly recommend both him and Kelly Financial. – Patricia Capone
REVIEW #6 – This review is on behalf of my father Antonio Perrone who is a client of Kelly Financial. Kelly Financial provides excellent top quality service! Kelly Financial is a wonderful group of people who are always kind and helpful and always so nice to deal with in every way!! Highly recommended!! – Joseph Perrone
REVIEW #7 – I have been a client of Kelly Financial Services for over 10 years. I have received excellent guidance and financial education by Greg Murray. He is genuinely interested in helping clients achieve their financial goals as well as encouraging them to enjoy their results. No concern or question is too small to mention. All my interactions with the company have been pleasant. I have recommended family members to Kelly Financial Services. – Lynn Cody
REVIEW #8 – Excellent service. Charles is always professional, prompt and friendly. He is quick to answer questions when I need them and is highly intelligent. We are very satisfied with our portfolio and investment plans. I would recommend Kelly Financial Services to anyone who needs to invest for their retirement. – Deborah Elliott
REVIEW #9 – Always enjoy reviewing my account with Greg. He always connects with the my personal side. (ie Knows I like to hike) ( He likes the ice camping)We talk about it. Im sure he has many accounts and he adds that dimension to the conversation. Also very happy with Kelly Financial handling my account. – Richard Macdonald
Imperia Wealth Management
ADDRESS: 25 Braintree Hill Office Pk #200, Braintree, MA 02184, United States
NUMBER: +1 781-428-4199
DESCRIPTION FROM BUSINESS: Concierge Level Wealth Management
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 – Outstanding support and services, I cannot Thank Peter and the entire team! The best decision I have made regarding my retirement account. Transferring my funds to Imperial Wealth Management has been a knowledge awaking for me.
My calls are always returned, feels more like someone has my back. I am thankful for the relationship and support that has developed. Highly recommend you reach out and realize the service level up. Here is to much continued success! Salute. – Mica
REVIEW #2 – We have been with Imperia for several years and have been very happy with them. We are very pleased with the handling of our account and the customer service has always been A+. Any questions or concerns we’ve had over the years have been promptly addressed. The team is amazing the way they work together and complement each other. They instill confidence in their clients and treat each one like a friend or family member. My husband and I feel that going with Imperia was one of the best decisions we’ve ever made. – Jane Ford
REVIEW #3 – I’ve had a great experience with Imperia Wealth Management. My investments have been handled thoughtfully and strategically, and I always feel confident knowing my financial goals are being prioritized. Anthony Bellody is a fantastic financial advisor—knowledgeable, responsive, and genuinely invested in my long-term success. He takes the time to explain things clearly and makes the entire process feel seamless. I highly recommend Imperia Wealth Management and Anthony to anyone looking for trusted financial guidance. – Nate Flynn
REVIEW #4 – Our experience with Imperia Wealth Management has been fantastic. I knew we had chosen the perfect financial planner for us when the first step was to get to know each other on a personal level. Since then it has been the optimal mix of a professional relationship with a very personal, individualized approach. Mike, Tara and the rest of their team are great to deal with and always available. – Mike Ford
REVIEW #5 – This was our first experience working with a wealth management company, and it’s always a little scary trusting your hard-earned savings with someone new. Any concerns we had were quickly put to rest. We’ve built a great relationship with the team — they are easy to talk to, approachable, and we never feel hesitant to ask questions. They take the time to explain everything clearly and in a way that’s easy to understand, even if you don’t have a lot of background in this area. They are great at keeping us up to date on our portfolio, asking for our input, and checking in just to see how we’re doing. Everyone is personable, down-to-earth, and genuinely cares. I would highly recommend them to anyone considering a wealth management company. – ErinP
REVIEW #6 – I fully endorse IWM and Jamie Ross for caring for my financial portfolio. Now 79, I have been with Jamie since 2013 when he prepared a extensive wealth protection and projected retirement plan for my wife and I while I was still working in CA. In doing so, we laid out our goals of providing for retirement, but also to pass on assets to our children and grandchildren. At the time (2013), to be honest, we were still burdened with 2 mortgages on properties in CT and FL and renting in CA and had only modest savings for retirement – planning to and started in 2016. Between then and now (2026) the entire picture turned as consulting income and 2 years as an Ex. VP changed the calculus – but through all these changes Jamie steady hand in managing, growing and protecting our assets put us on a safe passage to accomplish all our goals and then some. One example is an annuity (and his placement in the correct market) Jamie recommended – that started in 2016, providing my wife and I lifetime income to supplement SS (and potentially passing remaining assets to family), now 10 years later has not lost any of the initial value. Jamie Ross and IWM were and are a solid choice for our asset management. – George Clemens
REVIEW #7 – It has been a true pleasure working with Imperia Wealth Management! Their customer service and care truly sets them aside from other wealth management companies. Because of this, I trust them fully with my finances and am grateful for everything they have done for me and my portfolio. I look forward to many more years working together! – Erin Aponte
REVIEW #8 – I founded my nonprofit organization, 18 years ago and have been working with Imperia Wealth for just over two years now. Our money was sitting in a savings account and making no interest. We needed to do something. Partnering with Imperia Wealth has turned out to be a great decision and we have been very happy with the results! – Dan Cummings
REVIEW #9 – We’ve been working with Imperia Wealth Management for a couple of years now, and it’s been such a reassuring experience. The team is consistently thoughtful, attentive, and genuinely invested in our long‑term success. They keep us well informed about our investments and strategies, always taking the time to explain changes or opportunities in a way that feels clear and approachable.
Their guidance has given us a real sense of confidence and comfort, and it’s clear they truly care about the people they work with. We were also excited to be among the early clients of their new estate‑planning services, which were handled with the same warmth and professionalism we’ve come to expect. Imperia Wealth has become a trusted partner for our family’s financial future. – Tony Pellegrini
Rise North Capital
ADDRESS: 25 Braintree Hill Office Pk #403, Braintree, MA 02184, United States
NUMBER: +1 781-519-6969
DESCRIPTION FROM BUSINESS: We can assist in helping you accomplish both short and long-term goals by providing solutions throughout all of life’s stages. Financial Positioning, Budgeting, Life Insurance, Short Term/Long Term Disability, Long Term Care & Fixed-Index Annuities (non-qualified, IRA, Roth IRA, SEP IRA, Simple IRA) are just some examples of the ways that we serve our clients…
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 – Sam Graff has been great to work with. He’s approachable and makes conversations about finances feel easy and stress-free. He explains everything in a clear, straightforward way and creates an environment where you feel comfortable asking questions and confident making decisions. His guidance is both professional and motivating, and I genuinely enjoy working with him. I would highly recommend Sam to anyone looking for a knowledgeable financial advisor who is also easy to talk to and supportive. – Rachel Stankus
REVIEW #2 – At the age of 60 and not having a retirement plan Ryan Pitard at Rise North Capital helped me setup both a 401K as well as an Annuity. He was so knowledgeable, kind and understanding of my situation. I highly recommend him for your future financial needs. – Lynda Doak
REVIEW #3 – RJ is a genuinely good human being and an excellent financial professional. He takes the time to truly listen and understand what matters most. I always feel heard, respected, and supported. His patience, integrity, and care make everything feel calm and trustworthy. I’m deeply grateful for his guidance and highly recommend him. – Astarte Love
REVIEW #4 – Kyle Mortimer is amazing to work with! He’s extremely passionate about what he does and you can tell he loves his career. He is very knowledgeable, informative and professional. I highly recommend working with him! – lilynou Mortimer
REVIEW #5 – I highly recommend working with Jacob Ciechon! He was very accommodating with my limited schedule, even offering evening meetings over Zoom or by phone. Jacob took the time to really listen and validate my concerns about investing and financial decision-making. It’s such a relief to have found someone I can trust to guide me in the right direction toward my financial goals. – Abigail Thibeault
REVIEW #6 – I have been working with Yen Silvia for the past couple years. She has been amazing to work with and has helped me reach all of my financial goals, from paying off credit card debt quickly to saving up to buy my first home. She gives clear, manageable steps to take and teaches a lot about managing finances. I highly recommend working with her! – Desiree Okoh
REVIEW #7 – Feeling secure with my life insurance policy thanks to Jake Ciechon. Very easy to speak with and no unnecessary processes. Will be recommending him for any and all financial advice. – Josef Carnazzo
REVIEW #8 – Kyle and Xavier have helped me understand my financial goals and grow my portfolio. They are great to work with and very thorough! I have been so glad to be working with them and look forward to many years to come! – Vito Manola
REVIEW #9 – Derek is really great to work with for your life insurance needs. He listens, cares, and will put together a plan to meet your financial goals as well. – Jenny von Jouanne DiSanto
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