4 Best Gold IRA Investment Companies Near Me in Brooklyn, NY – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Brooklyn Plans
ADDRESS: 81 Prospect St, Brooklyn, NY 11201, United States
SERVICES: Employer Retirement Plans, Investment Accounts, Investment Management Services, Investment Strategy, Personalized Financial Plans and Planning And Investment
OFFICE HOURS
| Mon | 10:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 7:00 PM | |
| Wed | 10:00 AM – 7:00 PM | |
| Thu | 10:00 AM – 7:00 PM | |
| Fri | 10:00 AM – 7:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve been working with the team at Brooklyn Plans for several years, and I have nothing but praise for these professionals. I walked in with massive student loan debt, no clear idea on what my saving plan was, and had probably 5-6 401K accounts floating around without any consistency. I was clueless.
With the help from BP, I’ve been able to reach a debt-free status, build an impressive savings WITH additional investment avenues, and have my 401K neatly consolidated and updated with all the proper information.
I can’t express my gratitude enough for this team. If you need help with your financial health, PLEASE consider Brooklyn Plans. – Sarah Clark
REVIEW #2 – My wife and I came to Brooklyn plans to learn how to get out of debt. Kristen took time to get to know our family and give us the support needed to change our spending habits and set goals. We really appreciated the emotional support in addition to the detailed spreadsheets and charts we received through the initial plan and subsequent monthly check-ins. Kristen listened carefully to our struggles and needs, offered options and reached out to her colleagues when additional support was needed. I highly recommend working with her. – Benjamin Healy
REVIEW #3 – Kristen is an incredible person to work with on money matters due to her compassionate, personal approach. She brings much needed offerings to those looking to get control of their finances: empathy and support. She is a clear communicator, friendly, approachable, and manages to acknowledge the complexities of money management while still breaking it down in a simply, easy-to-understand way. She’s a great teacher, cares deeply about her clients and I’d highly recommend to anyone looking to work with a CFP who will work to understand their needs, values, and improve their financial situation. – Melissa Wong
REVIEW #4 – I’ve been working with Kristen and Brooklyn Plans for 3 years now, and I feel more in control of my finances than ever before. Kristen is extremely knowledgeable and has great tools for her clients to use. She’s always been available when I had a question or needed to adjust my goals. I highly recommend Brooklyn Plans to anyone. – Jamie DeGiaimo
REVIEW #5 -Working with Kristen has been wonderful! She has a great way of simplifying and explaining financial jargon, and that made the experience very easy and managed to make the task of financial planning a lot less daunting. She really works with you to explain things in whatever way woks best for you, whether you are visual, respond to charts, etc. It was awesome to see how personalized the approach and planning was done. Highly recommend for anyone, but especially those that are a bit overwhelmed by the prospect of undertaking a financial plan–she will make it easy! – Catherine
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Brooklyn Fi
ADDRESS: 33 Nassau Ave, Brooklyn, NY 11222, United States
NUMBER: +1 332-296-1660
SERVICES: Education savings consulting, Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Comprehensive Financial Planning, Early Retirement, Financial Advisor, Financial Life Planning, Financial Planning And Investment Management, Globally Diversified Portfolio, Investment Accounts, Investment Advisory Services, Investment Strategy, Retirement Planning, Retirement Strategies
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 – We’ve been working with Caitlin and the team at Brooklyn Fi for two years after transferring from a different financial planner. We love their holistic approach across investments/taxes and have benefitted greatly from their expertise. They are super responsive and having them by our side while we’ve navigated life and career milestones has been incredibly valuable. Highly recommend. – Allison Baker
REVIEW #2 – Have really had an amazing experience so far in my almost two years with BKFi. They are 1. Awesome humans, and 2. Really understand where my family wants to go with our finances and has done so much to help us get there. My pet peeve is leaving money on the table, and they ensure that it’s all in my pocket and the table is wiped clean. And we have fun while we’re at it! Nothing but great things to say! – Carly Katz-Hackman
REVIEW #3 – Finding trustworthy, good people to handle my finances was a struggle until I discovered Brooklyn Fi. I couldn’t be more impressed with their expertise and professionalism. They took the time to listen to my goals, assess my current financial situation, and create a personalized plan that aligns with my long term objectives. Highly recommend! – Carson Culver
REVIEW #4 – BKFI has helped me with my personal and business finances every year without fail. I’ve had personal contact with both Shane and AJ as well as their employees, who are all very helpful and quick to respond. – Nicole Walters
REVIEW #5 – Allie-Jane and Jon (firm’s leadership) are competent CPAs/CFAs who bring a refreshing personal touch to their services, and that approach is the standard at the firm. BrooklynFi is a smart choice for a financial partner if you want to feel heard. – Mark Wheeler
Turk Financial Group
ADDRESS: 2980 Quentin Rd, Brooklyn, NY 11229, United States
NUMBER: +1 305-204-8392
SERVIC ES: Financial planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Advisory Services, Financial Planning, Investment And Risk Management, Retirement Planning and Wealth Management
OFFICE HOURS
| Mon | 9:30 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 7:00 PM | |
| Wed | 9:30 AM – 7:00 PM | |
| Thu | 9:30 AM – 7:00 PM | |
| Fri | 9:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I knew Ari through a family connection for over 5 years. I got to know him on a more personal level than most clients would. I’ve heard Ari fighting on behalf of his clients for the best ratings, using his way to negotiate better even when the other ways didn’t work. Taking care of his grandmother until she passed I often got to see him in actions. There was Ari the assertive protector working to ensure his clients got the best treatment, ratings, deal. One time during the collection of a death claim Ari managed to make them overnight it when they had said 2-3 weeks.
And then many times there was Ari the compassionate and wise on human nature coaching people through challenging circumstances these two separate skills are what I believe makes Ari’s clients feel so well taken care of. I have never seen someone in business so dedicated to his clients benefit. – Joan Valmadrid
REVIEW #2 – As an attorney practicing in the field of retirement funds, I am consistently impressed with Ari’s knowledge of the field as well as his dedication to his clients. Ari eats, lives and breathes finance and he is fully engaged in his client’s long-term goals. I’ve spent much time chatting with Ari about macroeconomic matters and I find him to be intelligent, understanding and clear-headed. His analysis of market data combined with his shrewd understanding of human nature enables him to comprehend retirement needs and planning strategies. I highly recommend Ari as a first-class financial-planning concierge for all your family and business needs. – Aryeh
REVIEW #3 – I am so impressed with Ari’s level of intelligence and patience. He is a close confidante that guides our family through all financial decisions. Ari takes the time to discuss our specific goals for wealth preservation and guides us accordingly. We continue to be pleased with level of service and professionalism and have added him to our team of advisors. – Ely Singer
REVIEW #4 – Ari is phenomenal with his expertise! I’ve been a client over the last four years and he has been incredible with answering any questions I have with financial investments and readily available with his knowledge and honesty. He has been able to increase my investments value while putting me in a better financial situation for my future. – Laura Hunter
REVIEW #5 – I grew up together with Ari and as a mortgage banker I have had the pleasure of building a working relationship with him for already almost 10 years. Ari is very involved with all his clients always looking out for their best interest. I am blown away by his honesty, integrity, and vast knowledge. I am so impressed with Ari that I invest my personal money with him as well! – Isaac Aryeh
Maroon Strategist LLC
ADDRESS: 495 Flatbush Ave, Brooklyn, NY 11225, United States
NUMBER: +1 718-218-5842
SERVICES: Tax planning, Wealth management, 3 to 5 Year Revenue Projection, Finance Seminars/Workshops, Financial Advisors, Financial Analysis, Personal Finance & Budget Management, Raising Capital, Financial Planning, Retirement 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 | 9:00 AM – 1:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Maroon Strategist grace her presents at the Gentlemen’s factory with a workshop that was very refreshing. Very thoughtful, knowledgeable, passionate and insightful. A lot of fun but practical solutions than anyone at any level can scale and become financially independent and successful. Looking forward too many more seminars to come. – Souel Young
REVIEW #2 – In February, Maroon Strategist came to speak at a Business Seminar that I hosted. Nadia, such a beautiful person might i add, and the team were such a tremendous blessing! They delivered with confidence and filled our professional and aspiring business owners with so much information on how they can achieve the most success. I am so grateful that they took the time out to grace us with their presence. If you are looking for a company that will help you and tell you what you need and how you need to get there in order to achieve the successful business that you desire, then honestly, look no further, Maroon Strategist is it!!!!!! – Simply Renei
REVIEW #3 – When I first started with Maroon Strategist a.k.a Nadia Aristide I was ready to make a change in my finances and my life. I was sick and tired of living paycheck to paycheck and having so much debt. I felt a sense of despair and didn’t see the light at the end of the tunnel.
Nadia provided me the necessary tools and strategies to get out of debt. She taught me that I was in control of my money. In addition to discipline, consistency and hard work was the key to financial freedom.
I am happy to report that I’m no longer living from paycheck to paycheck, made a significant dent in my debt and able to put money away in my savings every pay period. Furthermore, I can now pay it forward by assisting my family and friends to achieve financial freedom. – Martine Edouard
REVIEW #4 – We hired Maroon Strategist summer 2018 to help us with the application process to become a certified minority owned business enterprise in New York City. We reviewed the application and it was overwhelming to say the least. Maroon came on board and made a seemingly daunting process seamless and easier to navigate. It took less than 3 months to receive our certificate, 3 to 4 times faster than if we tried doing it a lone. We look forward to growing our business through this newly acquired status thanks to Maroon Strategist. We (RJB Tutoring) highly recommend Maroon Strategist without reservation. – RJB Tutoring
REVIEW #5 – Maroon Strategist helped me go from 94% credit usage to 64% with the financial strategies that I was able to learn. I was able to finally get my spending under control and start saving. I am now proud to say that my credit score has jumped 50+ points, as well as my savings account is actually growing. This has allowed me to put aside money to pay my sons college tuition fees without resorting to touching my checking account. I would definitely recommend them 100%. – Andrea B
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