4 Best Gold IRA Investment Companies Near Me in Daytona Beach, FL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Merrill Lynch Wealth Management
ADDRESS: 1616 Concierge Blvd Suite 201, Daytona Beach, FL 32117, United States
NUMBER: +1 386-274-3000
DESCRIPTION FROM BUSINESS: The Daytona Beach, FL Branch welcomes the opportunity to demonstrate why we believe we can make a significant difference in your life through goals-based wealth management strategies, including retirement income planning and access to philanthropic services…
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Everyone at Merrill Lynch in Daytona are excellent! Gage and Luke are very helpful. When you call this location, you actually speak to someone directly not a computer. – Florida Counseling Network
REVIEW #2 – This office truly cares about it’s Clients and the staff is always available to assist – I have seen amazing growth in my portfolio – Samantha Nangia
REVIEW #3 – Great Place !!! – Patrick “pato331” odonnell
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
Stifel
ADDRESS: 1530 Cornerstone Blvd # 110, Daytona Beach, FL 32117, United States
NUMBER: +1 386-947-6000
DESCRIPTION FROM BUSINESS: Stifel is a diversified global wealth management and investment banking firm established in 1890. Throughout our long and storied history, Stifel has delivered a thoughtful approach to investing built on trust, understanding, and solid, studied advice…
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 been working with Mitch Lane and his team at Stifel and really appreciate his expertise and guidance in helping me with investing and planning for retirement. He is knowledgeable and thorough and I appreciate his professionalism and integrity. – Carol W
REVIEW #2 – I recently attended an educational session with Mitch Lane. His presentation was full of great information, he answered all of my questions and provided great examples of how Stifel’s services can help me. I look forward to working with him in the future! – Nicholas Lambert
REVIEW #3 – David Remey is the consummate professional, as are his assistants, and we are very satisfied with the services of this firm. We have recommended them countless times. They always respond to phone or email messages within 1-2 business days. – Joannnah
REVIEW #4 – Mitch Lane is knowledgeable and a great resource. Planning is scary but he makes it easy. – Cassandra Colletti
Sarah Smith, ChFC – Financial Advisor
ADDRESS: 340 S Beach St #113, Daytona Beach, FL 32114, United States
NUMBER: +1 386-275-1322
DESCRIPTION FROM BUSINESS: I work with individuals & families who value partnering with an Advisor to take the stress out of their financial planning. I work with clients to manage investments, build & preserve wealth, plan for retirement, assist with insurance needs, etc…
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 can’t say enough great things about working with Sarah Smith. She’s been incredibly knowledgeable, professional, and genuinely caring throughout the entire process of helping me with my estate planning and long-term financial goals. She took the time to understand my personal situation and explained everything in a way that made me feel confident and informed. I’ve already recommended her to several family members and close friends, and they’ve all come back with the same feedback—she’s fantastic. If you’re looking for a financial advisor you can trust, Sarah is the one. – Zari Case
REVIEW #2 – I had a great experience working with Sarah and her team. She was incredibly competent, responsive, and patient as I navigated the complexities of life insurance. She took the time to explain everything clearly, answered my questions, and made the process much less intimidating. I genuinely appreciated her professionalism throughout. Highly recommend her to anyone looking for a knowledgeable and supportive life insurance expert! – Cecile Poyet
REVIEW #3 – We’ve been with Sarah for several years now and couldn’t be happier. She’s professional, kind, attentive, and prompt. It’s wonderful to have someone both knowledgeable and caring of her clients needs and goals. She’s also had some wonderful recommendations for other professionals in the area. Truly appreciate her assistance and the peace of mind it brings! 🙏 – Erin R
REVIEW #4 – Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend! – Sianne Gendron
REVIEW #5 – Absolutely great customer service. Sarah is always available when I have a question. She’s always willing to take the time to explain things. I live in another state and this is absolutely no hindrance on her ability to take care of my account. She is great and I would highly recommend her! – K Bolinger
REVIEW #6 – Sarah is amazing! I am so glad she came into my life. She is knowledgeable and honest. She has given me financial confidence. I highly recommend! – M G
REVIEW #7 – I’ve been Sarah’s client for almost 2 years and I intend to keep it that way for the foreseeable future. She is kind, patient and respectful of my needs as a recent graduate. I honestly had no understanding about saving plans or 401k’s and she really helps me to reach my financial goals. I recommend her to anyone especially those who are unsure about where to start with their finances. 10/10 – Felina Chotoo
REVIEW #8 – Sarah Mcallister is knowledgeable, professional, and always aligned with the interests of her clients. She is also a pillar of the community, active in the local Chamber of Commerce, a leader in multiple local business networking groups, and very well respected. If you’re seeking the best Financial Adviser possible, look no further than Sarah. – Michael Agri
REVIEW #9 – Extremely knowledgeable. Listens to your concerns and end goals. Always reliable and available to answer any questions. Highly recommend Sarah for your financial needs!!! She is amazing! – Jennifer Hackley
FirsTrust
ADDRESS: 113 Executive Cir, Daytona Beach, FL 32114, United States
NUMBER: +1 386-788-3737
DESCRIPTION FROM BUSINESS: FirsTrust is a Florida-based team of seasoned fiduciary advisors. Using modern planning tools and our collaborative FinancialTeam approach, we deliver comprehensive wealth planning and management across investments, tax strategy, retirement, and trust & estate matters…
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’ve known the advisors and staff at FirsTrust for 25+ years and I would absolutely recommend them to anyone seeking competent, trustworthy financial guidance and investment management. Highly educated and experienced with no commission sales or hidden agendas. – Carolyn Akerstrom
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
