4 Best Gold IRA Investment Companies Near Me in Danvers, MA – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Peabody Wealth Advisors
ADDRESS: 150A Andover St Suite 10-A, Danvers, MA 01923, United States
NUMBER: +1 978-304-1212
SERVICES: Estate planning, Financial coaching, Financial planning, General investment consulting, Insurance annuity investment advisement, Insurance purchase consulting, Insurance-related financial advisement, Investment advising, Financial Planning & Investment Management, Healthcare Planning, Independent Wealth Management, Investment Advisor, Retirement savings consulting, Retirement-related financial consulting, Wealth management, Business Retirement Plans
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 have had the pleasure of working with Michael for a number of years and couldn’t be happier! Yes, he is always knowledgeable and informed on my portfolio, current trends and market expectations and from that information, Mike will make sound recommendations based upon my goals. However, perhaps the best part about our conversations is feeling that I am talking to someone who truly cares. Mike is never too busy to talk through goals, and life… as life often dictates a new direction that we need to take with our finances. Can’t recommend him enough…Mike is the best! – The Source of The Source
REVIEW #2 – Michael Murray has been a consistent and excellent financial advisor for my parents, my wife, and me. His vast knowledge of all aspects of financial planning, coupled with spending the time to know the client’s want/needs, makes him very easy to work with. Peabody Wealth works personally with their clients to assure that the needs of their clients are not only met but exceeded. You need to trust the person handling your investments and financial planning, and Michael has shown us to be the most upfront, honest, and trustworthy person for the 8 years I have known him. I would highly recommend him, and in fact, do! – Don Buehler
REVIEW #3 – I have known the team at Peabody Wealth Advisors in a professional capacity for many years. I recently began to work with Mike in an advisory capacity for myself and my business. The customer service is outstanding, and I have the upmost confidence in the advice that I have received. I will continue to work with Mike and his team, and will continue to referred my friends and family for his advice and planning. – Teresa Reade
REVIEW #4 – I was initially nervous about discussing my finances and planning for the future because there was so much I didn’t understand. I’m grateful to have found PWA—everyone I’ve spoken with has been genuine, friendly, and helpful. I truly appreciate all they’ve done to support me. – Cate Chapman
REVIEW #5 – We have used Mike since 2011 and have prospered as a result. We can always count on him following through and of coming up with investment choices that are ideal for our goals. You cannot possibly do better! – Jim Edholm
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Sherr Financial Associates
ADDRESS: 100 Conifer Hill Dr Ste 409, Danvers, MA 01923, United States
NUMBER: +1 781-598-9309
SERVICES: Estate planning, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Account Access, Accumulation Planning, Asset Allocation Strategy, Asset Protection Planning, Financial Planning Services, Financial Solutions, Free Consultation, Individual Retirement Accounts
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 – Sherr financial has been managing my portfolio for over 30 years with a great degree of success. Robert Sherr is knowledgeable and professional with expertise in both personal and business financial planning. He has assisted my company an my personal financial needs. His 2 sons Alex and Dan are also very knowledgeable and add additional depth to the firm. If you are looking for a financial planner that communicates well and delivers strong returns without jeopardizing your wealth this is the place. – mary marengi
REVIEW #2 – Sherr Financial has earned my entire family’s trust over the past 15 years, managing multiple portfolios for differing needs. Whether it’s retirement planning or investing, growth vs. income, short-term vs. long-term, insurances, tax guidance, etc….I’ve seen Bob, Dan, and Alex navigate both the good times and challenging markets with consistency and grace. A family run business who truly treat their clients like family. A lot of folks say it, but the Sherr’s do it! – Steve M
REVIEW #3 – The Sherrs at SFA deliver exceptional client service and have been instrumental in helping me build a well-balanced portfolio over the years. Because of Bob, Alex and Dan, I feel empowered in understanding my finances and have the utmost confidence that I will be very well-prepared for retirement. Trust is paramount in the investment world and there is no better place to be than with Sherr Financial. – Emily Rizzo
REVIEW #4 – Sherr Financial a family owned business and has always gone above and beyond to assure that my personal needs are met. They believe strongly that a customers success is tied to a variety of factors beyond just a financial product. They strive in giving a customer an experience through honesty and their team is is dedicated to help you succeed. – Danielle Orlandella
REVIEW #5 – I have been working with Sherr Financial for close to 15 years with both my personal and business accounts. They have constantly worked with my goals and have continued to give great advice which has set me and my family up for a healthy financial future. I highly recommend their service. – Vincent Forzese
Apex Wealth
ADDRESS: 5 Cherry Hill Dr Suite 300, Danvers, MA 01923, United States
NUMBER: +1 978-880-2951
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, 401k, Financial Guidance, Insurance And Retirement, Investment Advisory Services, Investment Management, Retirement Accounts, 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 – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I have worked with Cliff and his financial advisory team at Apex Wealth for the past two and a half years, and the experience has been excellent.
Making the decision to stop managing your own money and trust someone else with it is a major step, and one that requires complete confidence and comfort. Cliff and his team have consistently made me feel comfortable and supported throughout the process.
They are professional, extremely knowledgeable, and always responsive, providing immediate follow-up whenever I have questions. Their guidance and direction have been invaluable, and I truly appreciate their dedication and expertise.
I highly recommend sitting down with Cliff to see how he and his team can help you. – Deb Bernfeld
REVIEW #2 – Trying to navigate retirement finances was daunting. I tried with a National company, tried investing on my own and tried with an advisor from the financial institution. I was not happy with any of those options.
Then I found Cliff Ambrose from Apex Wealth. Cliff and his team have taken the time to explain different options to me and my spouse. We are now prepared for our retirement with investments we are comfortable with.
We have been with Apex Wealth for over 6 months and are very happy to see our savings working hard for us. We highly recommend Apex Wealth. – Ros
REVIEW #3 – Whenever I have clients that need advice on how to enter the open markets Cliff Ambrose at APEX is always the person we trust. He’s a phenomenal Wealth manager and I’m happy to send him clients knowing Cliff will put there needs first and give them the time most advisors refuse to give. – Andrew Turcotte
REVIEW #4 – My husband and I have been extremely pleased with Cliff and his team at Apex Wealth. They helped us develop a clear, personalized financial plan for our future and have been a pleasure to work with every step of the way.
Their advice has been thoughtful and reliable, and they consistently follow up and check in, which we truly appreciate. Thanks to their guidance, we feel much more confident and at ease with our investments.
We highly recommend Cliff and his team to anyone looking for trusted financial advice. – luanne woodward
REVIEW #5 – Active and still working, in my middle 60’s, planning a secure retirement became a priority. I had learned from many successful peers that free time costs real money.
I shopped around and was fortunate to find Apex Wealth and Cliff Ambrose. Like many I had spent my working life acquiring wealth. I had not planned for retirement.
Working with Cliff Ambrose and his staff was friendly, transparent ,
expert and all encompassing. First, and very important .he listened to me. He took the time to see where I was and where I wanted to be. He alerted me to long term financial issues and showed me how to insure a generous lifetime income. He showed me excellent financial instruments to replace the outdated and less profitable products I had inherited from my parents. He made sure that my healthcare concerns were secure. Cliff Ambrose and his assistant Mike Hills valued my time helping me handle the paperwork involved.
Now , I have confidence and peace of mind. I know I have a rock solid financial retirement plan with safe guards and flexibility.
Apex Wealth guided by Cliff Ambrose is the best financial management company I have experienced. Responsive, well researched, focused on my needs, and a learning experience that achieved results beyond expectations. I recommend their services without reservation. – John Aldrich
Stonehearth Capital Management
ADDRESS: 100 Conifer Hill Dr Ste 105, Danvers, MA 01923, United States
NUMBER: +1 978-624-3000
SERVICES: Account Management, Advisor Solutions, Brokerage Services, Educational Seminars/Workshops, Employed Retirement Plan, Estate Planning, Financial Planning And Wealth Management, Investment Accounts, Investment Advice, Investment Management, Investment Planning, Pension Plan, Retirement Income Planning, Retirement Plan Distribution
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 – Joe Gauvin and his team at Stonehearth are wonderful to work with. They are knowledgeable professionals and savvy asset managers who treat clients with just the right balance of respect and warmth. They respond quickly to questions and requests for meetings. They are clear in their communications and explanations of complex issues. As our investment priorities shifted over time, they adapted the portfolio to best meet our needs. Most importantly, they truly care about their clients. I have no reservations in recommending Stonehearth Capital Management. – Dian Seidel
REVIEW #2 – I would like to express my sincere appreciation for the exceptional service provided by Stonehearth Capital Management regarding my retirement funds. Their professionalism and courteousness distinguish them in the industry. Each interaction, whether via phone or in person, has been met with a warm and welcoming demeanor. Their commitment to client satisfaction is evident, as they promptly return calls if unavailable. I have had the pleasure of working with David and Amanda, and I am truly grateful for their expertise and guidance. I highly recommend their services without reservation. – Cheryl Masiello
REVIEW #3 – We are so grateful to have David a part of our financial planning journey. Each time we meet, we are thankful to have such a kind, knowledgeable long time partner alongside us. We have been with Stonehearth for some time and we are confident our portfolio is in excellent hands. David is very supportive of our daughters as they begin a path to reach their financial goals. We have no hesitation to recommend others to partner with Stonehearth. – Dianne Mills
REVIEW #4 – My husband and I have been working with Jamie Upson and Jena Santa Ana from Stonehearth Capital Management for 4-5 yrs. We don’t have enough good things to say about them and our experience. They are extremely thorough, informed, responsive and always prepared. Jamie has done an excellent job of staying on top of what is happening in financial markets and adjusting our portfolio accordingly. Additionally, he (and all staff) are very nice people, very easy to talk to and respond very respectfully to questions. My husband and I could not be happier with our choice to use them as our financial advisors. I am a fairly anxious person and have always been anxious about finances. I sleep so much better at night now. – Bobbi Bulriss
REVIEW #5 – We have been with Stonehearth for nearly 30 years and have always been happy with the service and performance of our investments. Options for in person and virtual appointments are always available for flexibility. Great feedback, input and suggestions on options for investments and more and the team is 100% supportive of all of our needs. – Andrea Cox
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