4 Best Gold IRA Investment Companies Near Me in Clearwater, FL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Chucri Financial Services & Retirement Planning
ADDRESS: 28960 US Hwy 19 N # 103, Clearwater, FL 33761, United States
NUMBER: +1 727-223-8400
DESCRIPTION FROM BUSINESS: Financial Services and Retirement Planning
OFFICE HOURS
| Mon | 9:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:00 PM | |
| Wed | 9:30 AM – 5:00 PM | |
| Thu | 9:30 AM – 5:00 PM | |
| Fri | 9:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My experience with Chuck Chucri as my financial planner has been amazing! His knowledge and expertise is top notch! I highly recommend him to manage your investments! Chuck treats his clients with the utmost respect, and is always available for your every question and concern. His guidance has grown my investments exponentially. He treats you as family, and in today’s world, that speaks volumes! Thank you and your beautiful family for all you do! I look forward to many years of collaboration! – Karyn Morgan
REVIEW #2 – I have been Chuck’s client for over 6 years. Now my wife is also a client. With Chuck’s extensive financial acumen and full understanding of my/our financial resources, he helped us set up investments through annuities that have grown far in excess of the Stock Market. He recognized my/our risk exposure limits and made fiduciary recommendations that satisfy our needs. We are planning on using Chuck’s expertise to set up a financial plan for our disabled son with appropriate oversight by Prudential in case of our demise. We trust Chuck, respect his ethics, and recommend him without reservation. – Hal Pheeny
REVIEW #3 – Chuck Chucri is a trusted advisor to our family, always keeping our best interest in mind and advising us in a positive direction. He is a wealth of knowledge and a true expert in his field. Chuck’s such a likable person, and his professionalism is absolutely top notch! I highly recommend Chuck as your next financial advisor. – Brian Sodano
Recommended Sponsors
GoldenCrest Metals: Offering the Best Deals for Seniors in America
Noble Gold Investments: Great Gold IRA Company with Low Investment Minimums
Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
The Holland Group Retirement Wealth Advisors
ADDRESS: 2637 McCormick Dr STE 101, Clearwater, FL 33759, United States
NUMBER: +1 727-724-3334
DESCRIPTION FROM BUSINESS: At The Holland Group, we help clients with six key areas that all work together to help you shape the future you desire. We believe in consolidating our services all under one roof, from investment strategies, to tax planning, to estate planning, which are all important aspects that help your overall financial plan thrive…
OFFICE HOURS
| Mon | 9:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:30 AM – 5:30 PM | |
| Wed | 9:30 AM – 5:30 PM | |
| Thu | 9:30 AM – 5:30 PM | |
| Fri | 9:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Have been with Holland group for 6 years now and we are more than pleased with the job they have done!! Highly recommended – James Heflin
REVIEW #2 – We have had the pleasure of Steve, Elizabeth, and Associates of The Holland Group advise us for years with our preparation of our finances and future retirement. Now that we’re in our retirement, we are enjoying the fruits of their labor. – Lisa Warshaw
REVIEW #3 – We have been with the Holland Group for over 10 years. The service that we have received from Roy and the team has been outstanding. We highly recommend this group for all your financial needs. – Rsw Wood
REVIEW #4 – We were exploring various companies to help manage our retirement and made appointments with three different ones to get an idea what we were dealing with. Our first one was with The Holland Group and we met Roy. His knowledge and personality impressed us so much that when we got home, I cancelled the other two. The Holland Group will continue to help us and guide us thru the remainder of our days and we look forward to working with them. We are confident that our choice was absolutely the right one and are thrilled to be part of the Holland family! – Dave Shoman
REVIEW #5 – My husband and I have been working with The Holland Group for several years now and they are always very professional and knowledgeable when giving advice regarding our investments. – Paula Read / VPN Studios
REVIEW #6 – Don’t look any where eles the Holland Group is the BEST!!!
The owner her self took the time to call me and set me and wife up with the best person to handle our goals. Roy contacted me and was very professional and freindly and transparent. He know what he is doing and took a lot of his time to listen to my needs and wants and really understood how he could help us reach our goals. He knows his stuff and put together a great portfolio that with Gods will… we will surpass our goals. Everyone at the Holland Goup and Especially Roy made us feel comfortable and confident in trusting them. Super nice, super professional and super compassionate. I feel like a made a friend not just parterned with a financail adviser.
JUST TO BE CLEAR!!! I did try to contact a different company before coming to the Holland Group, so I was a little scepitical. I made the mistake of contacted another company fist and after meeting with a representative of that conmpany in person… I was going to move forward but had some questions. So, we set up a second meeting, the Guy from this company called to cancel the day of the meeting. So, we rescheduled a zoom meeting, on the day of the zoom meeting…. I still didn’t receive the link so I called and he apologized and rescheduled the zoom but missed that one too. So, I called him and left a message and said that… I did not want to do business him and called the Holland Group. The Holland Group is the best decision for your financial future. We are at the beginning of our journey with the holland group and will leave a follow up review in a year from now. – Michael Fernandez
REVIEW #7 – Steve has been very meticulous and successful at protecting capital while getting great returns. He has a good understanding of our long term and short term needs – p french
REVIEW #8 – The Holland Group treats you like family and will put your best interest first. From the first sit-down meeting with Steve and Elizabeth. The wife and I knew working with The Holland Group was going to be the best decision we made, when it came to who handles our future retirement finances. Take the time and reach out to The Holland Group, because they will make you think twice about who is handling your retirement finances. I thank you Steve, Elizabeth and the Holland Team. – Matt Beasley
REVIEW #9 – I’ve been with The Holland Group for several years, now. I can’t say enough about their service, let alone my Financial Advisor, Roy Claggett.
Roy is extremely personable and has always gone the extra mile. Prior to my appointment, Grace, Joaniee and Marisa greeted us with friendly smiles as they handed me some warm apple cider and a 🎃 pie for the holidays.
I highly recommend the Holland Group Retirement Wealth Advisors. If you are looking for a company you can rely on to exceed your expectations, look no further! – Pat Merl
Dolphin Financial Group
ADDRESS: 2430 Estancia Blvd #206, Clearwater, FL 33761, United States
NUMBER: +1 727-223-8454
DESCRIPTION FROM BUSINESS: We strive to be the primary source of financial guidance for people approaching retirement or already in retirement. Using creative planning, we want to reduce the stress level of our clients by developing accurate customized retirement plans which eliminate the anxiety surrounding “guesswork” and the “unknown”.
OFFICE HOURS
| Mon | 8:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 7:00 PM | |
| Wed | 8:00 AM – 7:00 PM | |
| Thu | 8:00 AM – 7:00 PM | |
| Fri | 8:00 AM – 7:00 PM | |
| Sat | 11:00 AM – 4:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’m a disabled veteran who was in need of financial advice. I found Dan via these excellent reviews and am happy to add one of my own. My particular situation isn’t exactly retirement-based but Dan helped me by explaining my options, covering a lot of ground in a brief time. Dan is friendly, knowledgeable and accommodating. He cares about his clients. I consider myself very fortunate to have found Dolphin Financial and him. – Zane Grey
REVIEW #2 – I was introduced to Dan by a good friend, and over a couple years of having him help with Marketplace health insurance, I learned much more about what a terrific financial advisor he is! He has educated me on so many things, that I’ve lost count! Fabulous advisor, great listener- highly recommend him to anyone, especially since retirement planning is highly individualized based on your specific circumstances, resources and financial goals. – Mary Fullerton
REVIEW #3 – I highly recommend Dan. He takes the time to work with you and understand your goals. He truly cares about his clients and makes himself available to answer questions and concerns. He responds in a timely manner. He is a very knowledgeable Financial Planner. – diane miller
REVIEW #4 – I highly recommend Daniel (Dan) Wendol with The Dolphin Financial Group, he guided me through questions I needed answers to before I met with the Social Security Interviewer regarding my Widow Survivor Benefits.
As a result, my benefits were processed and deposited quickly into my account because of the knowledge I gained through watching “Dan YouTube Videos” and speaking with him directly over the telephone.
Without Dan I would not have had the knowledge I needed to make the right decisions for my current and future Social Security Benefits.
He really cares about people and not just about making sales and/or commissions.
Thank you Dan, for all you do!!! – Sherrie Riddick
REVIEW #5 – I attended one of Dan’s free Social Security workshops soon after we moved here in 2018. I learned a lot and decided he was the financial planner I wanted to work with. We had many challenges as we are retired. He made great recommendations and helped steer us in the right direction. It didn’t take long for me to trust him with our investments and advice. What impresses me is that he truly cares about his clients. I highly recommend him. – Deborah McCormick
REVIEW #6 – Daniel J. Wendol at DOLPHIN financial group did an excellent structured estate plan and also did our Family Trust Documents that put our home in the Family Trust. If you are looking to having they services done me and my wife would highly recommend his services it was quick and easy and explained everything in detail. – Ferdinand Avolio
REVIEW #7 – When I first got to Daniel, my healthcare and finances were in a shamble, and he was so kind to spend a lot of time with me to help me sort out the mess and get me back on the right track. Daniel went above and beyond what was expected of him just to help me. He always worked for my best interests through the 2-3 years since I been going to him. There is no one else I would go to. I highly recommend Daniel for his honesty, genuine care to help you with where you are at and doing his best to make sure that you are good now and for the long run. – Nantesha
REVIEW #8 – Dan is a wealth of knowledge. He has taken the time to explain my options and helped me to make smart choices with my money and plan for my future. Dan is quick to return my calls and e-mails and it’s clear to see that Dan takes a personal interest in his clients’ success. – Mr. H
REVIEW #9 – Dan has guided me towards a great path for my future retirement needs. He has proven to be competent and trustworthy and most importantly listens to my thoughts about what I want to do with my money in the future. You will find him to be an excellent financial planner who looks out for YOUR best interests. – John Schmidt
Green Era Financial
ADDRESS: 1100 Cleveland St Ste 1503, Clearwater, FL 33755, United States
NUMBER: +1 727-210-5211
DESCRIPTION FROM BUSINESS: Green Era Financial is a boutique financial planning & investment management firm that helps individuals and families make smart money decisions. Based in Clearwater, FL, we serve clients all across the US…
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 – We are new clients of Green Era, and the onboarding experience has been exceptional so far. We have yet to meet Jean Jacques, but our interactions with Cary have been outstanding. He has been incredibly transparent, patient and generous with his time including walking us through their process, philosophy and what to expect as new clients. It’s clear that they prioritize education and trust-building which has made us feel confident and well-supported as we begin this new chapter of managing our retirement. We look forward to continuing to work with them, and we appreciate the care they’ve shown thus far.- Christine Allinson
REVIEW #2 – I have been with JJ Widmaier for probably 15 plus years now. His company, Green Era Financial is absolutely stellar, professional, friendly, and they are always available to speak with you. I also have friends and acquaintances that have this company manage their money and we are all very very happy with them. I know why the name Green Era Financial is spot on, it’s because these gentleman, Cary Green and JJ Widmaier are making me lots of green money. Run, don’t just walk to this fine company for all of your needs; you will be very pleased at the outcome! – Marcia King
REVIEW #3 – The Green Era team is incredibly professional and insightful in asset management and balancing wealth management with your specific risk profile. Coming from New York, I have a high bar for asset managers; this team far exceeds expectations in both opportunistic investment strategy and transparency into macro level insights. I strongly recommend this team for any individual or family looking for a qualified registered investment advisor no matter your financial goals. – Jon Tam
REVIEW #4 – Cary has been my advisor for years. Thanks to his guidance I’ve been able to make some exciting life changes, I wouldn’t have been able to do on my own. He’s knowledgeable, kind and reachable. Highly recommend their services. – caryl rappaport
REVIEW #5 – I have been with Green Era for little over a year. I followed my financial planner from California to Florida .He’s continued his great work, and good returns. making my retirement years successful. – Beverly Ayala
REVIEW #6 – I am so fortunate to have these guys on my side !!!!
They have spent many Hours working with me, guiding me….
making sure that my future is secure and that I have an excellent retirement plan in place.
We’ve made it through some rough times survived the pandemic together and I’m in a great place only because of this firm 😎 – Gayle Hanson
REVIEW #7 – The most personalized and tailored service I’ve experienced with a financial advisor. Plus, they are so accessible. They’re always there if I have a question or need help. I’m extremely happy with my decision to go with them. – Dong Cofer
REVIEW #8 – JJ and Cary do a phenomenal job managing my family’s portfolio. I could not be happier with them! 15/10 would recommend. – Jenny Widmaier
REVIEW #9 – I have had to pleasure of working with Cary as my financial guy for some time now – i find him always to be professional and caring about my needs – there is no one i would ever trust more with my money than him !
Not to mention my money is growing at a very nice rate 💪 – Tony Falcaro
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
