4 Best Gold IRA Investment Companies Near Me in Gainesville, FL – Retirement Planning Services
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Merrill Lynch Wealth Management
ADDRESS: 2850 NW 43rd St, Gainesville, FL 32606, United States
NUMBER: +1 352-374-1000
DESCRIPTION FROM BUSINESS: The Gainesville, 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 | 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 so enjoy working with Financial Advisor, Alex Ammar at Merrill Lynch and grateful for the resources of this office. I experience Alex as highly professional, courteous, helpful, and a pleasure to work with. Alex has helped me to learn basics about investing, and he is someone I feel I can rely on as a competent resource. I am grateful for his support, and I highly recommend his services. Alex is top-notch – skilled, humble, always willing to help, present, and engaged. Quality customer service. And care. – Noor
REVIEW #2 – Alex was so helpful in our consultation! I felt I learned so so much! You cannot go wrong working with him! – Alex Beliaev
REVIEW #3 – Alex is the best, very knowledgeable dealing with Financial strategies! Very professional and respectful! – Lolita Flores
REVIEW #4 – Very helpful with their services. Alexander Ammar is amazing! – Haytham Abukahdeir
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Chacon Diaz & Di Virgilio Wealth Management
ADDRESS: 6208 NW 43rd St, Gainesville, FL 32653, United States
NUMBER: +1 352-792-0999
DESCRIPTION FROM BUSINESS: Only 15% of advisory firms are Fiduciaries, and we are one of them. As an independent, fee-only, fiduciary wealth management firm, we have certified expertise, specialized education, and extensive experience handling the complex financial and investment issues that significant wealth can present.
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 – The financial advice and strategy that we received from Lisa Chacon over the last seven years has been outstanding! We followed her advice seven years ago and now that we are near retirement, our financial outlook is better than ever. We would not be where we are today without her advice and guidance. Her advice has truly been invaluable. We highly recommend her to anyone looking for a Certified Financial Planner. Lisa is knowledgeable, personable, and a woman of integrity. We can’t thank her enough! – Eddie Francis
REVIEW #2 – We are beyond thrilled with the clarity and understanding we have now after working with Tyler Chacon regarding our financial questions. My husband and I were unsure on if we should sell our current home to pay off debt or keep it and rent it out. Tyler created a detailed document laying out the financial picture of both choices and explained it fully to us. He made it so easy for us to understand! We feel so empowered now with this knowledge and confident in our decision. We are so thankful for his services. We highly recommend Chacon Diaz & Di Virgilio Wealth Management! – N B
REVIEW #3 – This is a wonderful group! I’ve been with Lisa, Guillermo, and James for over 5 years and I’m glad they are now my only advisers. I trust them completely for sound investing strategies and the personal touch. James and Guillermo have been investing soundly, informing me, and helping me with transactions. Lisa has been part financial counselor and part “life coach!” In addition to being excellent money managers, I’ve found each one of them to be readily available with information, advice, and as a sounding board. I intend to continue my relationship with Chacon Diaz & Di Virgilio through the all stages of my financial life and I advise anyone else to avail themselves of their services as well. – Peter Blinn
REVIEW #4 – Very grateful for the support and counsel from Lisa at Chacon Diaz & Di Virgilio Wealth Management. She takes a very holistic approach to not only understanding where you are financially, but where you are personally. This warm care makes the process of financial planning much less stressful and has you walking away feeling like you’ve personally accomplished something rather than just getting your money in order. Cannot recommend Lisa and this group highly enough! – Juan Smith
REVIEW #5 – My husband and I have used several different individuals and companies for our financial planning and management needs, but Chacon Diaz & Di Virgilio are by far THE BEST in every way. In responsiveness, knowledge, patience with never-ending questions and portfolio performance, they are on the top of our list. At our first meeting, we were impressed with their attentiveness to understanding our long term financial goals and their detailed analysis of our previous results. The portfolio they developed and continually optimize is performing very well. We highly recommend Lisa, Guillermo and James! – Robbie Stevens
REVIEW #6 – We have been very fortunate to have Chacon Diaz & Di Virgilio Wealth Management as our financial advisors for many years. What sets them apart from other wealth management firms for us is that we have known Lisa & Tyler personally for 15+ years and trust 100% that all decisions are made with careful consideration and, most importantly, integrity. We know that our retirement funds are in the best hands!! – Sue M.
REVIEW #7 – After a long search for a trusted financial advisor, I met Lisa Chacon and it was an immediate click. She listened. She asked questions and listened some more to understand not just the financial advice I needed but about my character – how I viewed money, retirement, investing.
It is a joy – and a relief – to have a financial advisor that puts the client and their preferences first. Regardless of the size of one’s investment. No seven figures (yet!). We talk as often as I need and the conversations always start with how I am doing. I am not just “the client”, I am a friend.
As someone who has worked in multiple countries, CDD has supported me wherever I lived and as my stages in life have changed over the years. Their investment strategy is sound, well-grounded and I enjoy the regular updates they send explaining their thought process and insights on the global economy.
I have and continue to recommend them to multiple friends and colleagues. – Deanne De Vries
Saturn Asset Management
ADDRESS: 3600 NW 43rd St Suite E1, Gainesville, FL 32606, United States
NUMBER: +1 352-414-5161
DESCRIPTION FROM BUSINESS: Saturn Asset Management specializes in innovative retirement planning, focusing on tax-efficient strategies and asset protection. Our workshops provide critical insights into managing Required Minimum Distributions and adapting to changing tax laws, empowering clients to secure their financial future and preserve their legacy…
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 – Tyler Nowotny is amazing!! He is easy to talk to. He is very knowledgeable and intelligent. He explained everything so we understand what is going on with our 401K investments and how our taxes can be affected. Tyler has also helped my business partner and myself make the right choices for our new business. It is so refreshing to find someone that we can trust. He truly cares about his clients. Thanks a million Tyler for all your help. My husband, my business partner and I look forward to a long relationship! – Pamela Morgan
REVIEW #2 – Tyler had been so wonderful to work with. He helped us with our Trust and IRA. He is always willing to answer any questions. I would highly recommend this company and especially Tyler. – Debbie
REVIEW #3 – Tyler is intelligent, knowledgeable and ready to help you find the best ways to manage your wealth. I’m doubly impressed by his candor and ethics. He wants to build a long term partnership with his clients and have you both share in the wins. – Creston R. Scheel
REVIEW #4 – Tyler is very knowledgeable and extremely helpful and goes above and beyond for his clients. I would refer anyone there especially my friends. I will continue to use his company for all of my financial needs in the future. – Karen Vallario
REVIEW #5 – Tyler is easy to work with and saved me from potential risks I wasn’t thinking about in my portfolio. Would definitely recommend working with him! – Gregory Voutsinas
REVIEW #6 – We heard Tyler Nowotny at an estate planning lecture at Alachua Library Headquarters. His lecture was excellent. He invited us for a free consult at his office. We met twice. He shared his expertise
with us. We found Tyler honest, open and very knowledgeable. We recommend Tyler to anyone planning their estate . – Kathleen Mones
Charles Schwab
ADDRESS: 2047 NW 43rd St STE 20, Gainesville, FL 32605, United States
NUMBER: +1 352-792-1614
DESCRIPTION FROM BUSINESS: Your local Gainesville Charles Schwab branch can help you align your actions to your financial goals with a variety of tools, including brokerage accounts, investment products, retirement planning, and more…
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 – My wife and I have worked with local Schwab office, mainly with one young gentleman, for years. When we had questions, others in the office were there to answer our concerns. I like having someone that I can talk with in person, as well call if needed. My phone app is very easy to follow and understand. They do let you decide how you want to move forward, but will teach, and help move assets. – Ken Vejraska
REVIEW #2 – The best bank. Very personal and easy to deal with. The team is available and diligent!! – Zohar Levites
REVIEW #3 – This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what I’m looking for and guide me correctly. Quick and helpful – neal cohen
REVIEW #4 – After multiple calls to “customer service,” in the cloud , I decided it was hopeless, and a complete waste of time and things were getting real complicated very rapidly.. I was leery of going into the office , fearing more of the same .. Then there was Julia , who was really on top of things and fixed everything very rapidly .. When we got there she was already familiar with all the stuff I had messed up and we started from scratch and she already had printed out the correct forms.. She has a way of explaining all of Schwab jargon in plain English, and was very helpful in every way – Ed Hammond
REVIEW #5 – My overall experience with Schwab services at the local office was exemplary. It was friendly, client centered, knowledgeable and professional. – Robert L. Kruger
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