4 Best Gold IRA Investment Companies Near Me in Jacksonville, FL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Riverplace Capital Management
ADDRESS: 1301 Riverplace Blvd # 2130, Jacksonville, FL 32207, United States
NUMBER: +1 904-346-3460
DESCRIPTION FROM BUSINESS: Established in 1998, Riverplace Capital Management (RCM) is a fiduciary Registered Investment Advisery firm (RIA) located in Jacksonville, Florida. We are a private, independent wealth management firm with over 100 years of financial experience combined. We deliver top performance, serving clients both locally and nationwide. In addition to a comprehensive array of individual wealth management services including retirement planning…
OFFICE HOURS
| Mon | 8:30 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:00 PM | |
| Wed | 8:30 AM – 5:00 PM | |
| Thu | 8:30 AM – 5:00 PM | |
| Fri | 8:30 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Scott and the team at Riverplace helped us create a plan to meet our retirement goals. They are truly there to help at any stage of your retirement planning. The best decision we made was to choose them as a partner as they haven given us guidance beyond investments. If you are looking for a group that manages your funds well but is also is there to help you with others aspects of your life choose Riverplace! – William Myers
REVIEW #2 – Nothing but good experiences here. Scott has personally helped my family and I get set up for success. I highly recommend Riverplace Capital to anyone looking to build a strong financial future! – Zach Myers
REVIEW #3 – Great investment firm! Solid insights and strategy. Highly recommend Scott Wohlers over there. – Joe Carlucci
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
Jacksonville Wealth Management
ADDRESS: 8075 Gate Pkwy W STE 101, Jacksonville, FL 32216, United States
NUMBER: +1 904-923-7526
DESCRIPTION FROM BUSINESS: At Jacksonville Wealth Management (Jax Wealth), our Jacksonville FL Financial Advisors provide comprehensive investment management and retirement planning for families, retirees, and business owners…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I would like to give Jacksonville Wealth Management a shout out. This team of professionals have exceeded my expectations. They have walked me through the process of investing in a very patient and professional manner. It feels great to have a team like this customizing my plans and insuring I have a great future ! I have had some poor experiences in my past and feel blessed to be part of this organization. I hope this helps you trust your investments with JAXWEALTH !!! – Katherine Paradise
REVIEW #2 – Dan Ciez and the team are amazing professionals and offer great personalized service during all phases of your journey! Trust them, and they will take good care of your portfolio. – Lori Whittington
REVIEW #3 – I could not be happier with Jax Wealth Management. I have been with Dan and his team since June of 2013. What most people look for in a financial advisor is someone who can grow their investments, and of course Dan and his team have done that with incredible success for me and my family. Just as important to me, however, is an ethical way to do this. Dan, Melissa, Chris, and the rest of the team are honest, open, kind, ethical AND great at what they do. Jax Wealth Management has allowed me to realize all of my financial dreams & much earlier than I ever expected to. Not only that, I look forward to our meetings to review my finances! My entire family trusts them with our finances and I have referred several of my closest friends to Dan as well. If you want to grow your investment portfolio with a great team, Jax Wealth Management is the one to go to!
PS. Every year, they hold a party to celebrate their clients and successes, and they also recognize the people that retired in the past year. My retirement happened during covid, so at this year’s party, I was recognized with an engraved bottle of 2012 Dom. Each person who had retired this year received a gift that was individualized to their personality/likes. This team really goes above & beyond!! – Kim Elmore
REVIEW #4 – I highly recommend Dan & Chris for all your advisory needs! From the very first meeting, they took the time to understand our financial goals and provided clear, thoughtful guidance every step of the way. Whether it’s planning for the future, managing investments, or just offering sound financial advice, Dan & Chris are always there with timely and professional insights.
The entire team is responsive, knowledgeable, and genuinely cares about helping clients succeed. They’ve made what can often feel like a complex process simple and stress-free. Thanks to their expert advice, I feel more confident in my financial future than ever before!
If you’re looking for a trustworthy, top-notch financial advisor, look no further than Jax Wealth Management and their team. They truly go above and beyond! – Anita Crews
Davis Capital Management
ADDRESS: 4788 Hodges Blvd STE 201, Jacksonville, FL 32224, United States
NUMBER: +1 904-223-0510
DESCRIPTION FROM BUSINESS: Welcome to Davis Capital Management in Jacksonville, Florida. As a fee-only fiduciary, we prioritize your financial goals, whether it’s crafting your retirement plan, facilitating 401k rollovers, or developing personalized financial and tax strategies. Our commitment is to exceed service expectations, anticipate future needs, and provide objective financial solutions with honesty, integrity, and transparency…
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 had a great experience working with Davis Capital Management. They’ve helped me with retirement planning, financial planning, tax planning, and managing my investments, and the guidance has been outstanding. The advisors truly know what they’re doing and are both knowledgeable and professional. Most importantly, they make me feel secure and confident about my financial future. I highly recommend them to anyone looking for trusted financial advice. – Malisa Gilley
REVIEW #2 – I can’t recommend Davis Capital Management enough! They made the process of planning for retirement so much less overwhelming. The team took the time to really understand my goals, explained everything clearly, and created a plan that feels both realistic and secure. I appreciate their professionalism, transparency, and the personal attention they give. It’s reassuring to know my financial future is in such capable hands. – Barbette Steele
REVIEW #3 – I’ve been with Davis Capital Management here in Jacksonville for over 8 years, and they’ve been excellent in helping me plan for retirement. They really understand how to balance my risk comfort with long-term goals, and I always feel confident in their guidance. Responsive, professional, and trustworthy—exactly what I was looking for in a local wealth management team. – John Farhat
REVIEW #4 – I was referred to Davis Capital Management by a friend who was happy with their services. My entire experience from my first investment to my most recent has been outstanding. Troy Lerche has always made himself available to answer my questions and I’m happy to say, IM MAKING MONEY!! – Rikelle Enderle
REVIEW #5 – Mr. John Murphy has handled my money for about a year. He is nothing but focused, experienced, and intelligent. I trust him with my future because he has shown he can be trusted and is well aware of what he is doing. – Mike Zalewa
REVIEW #6 – I have been a client of Davis Capital Management for two years. Troy Lerche has been wonderful to work with. Being a single mom and educator, I full confidence in Troy’s advice and financial guidance in preparing me for my future and eventual retirement. Troy takes the time to explain everything thoroughly to me and is very quick to respond to my needs or concerns. – Kari DeFilippo
REVIEW #7 – We highly recommend Davis Capital Management. John Murphy, CFP, has been outstanding in all interactions, professional and knowledgeable in helping us meet our investment goals. My wife and I are both retiring at the end of the year and John has established a strategy that makes us very comfortable that we have our money in the right hands. On top of that, John takes the time to explain his thought process and reasoning behind his investment strategy, which is greatly appreciated. We would not hesitate in recommending him to our family and friends. – Patrick Baranack
Florida Financial Advisors
ADDRESS: 1 Independent Dr #201, Jacksonville, FL 32202, United States
NUMBER: +1 904-371-4435
DESCRIPTION FROM BUSINESS: A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams — customized services designed for the financial needs of Floridians…
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Everyone at FFA has been amazing to and I recommend them to anyone who needs financial support. My guy, Jackson Hulgan was very professional and knowledgeable. He took the time to explain things clearly and make me feel confident about my financial decisions. I could tell that he genuinely cared about the people that he worked with. Could not recommend him enough! – Nan W
REVIEW #2 – Working with FFA adviser Chris Hunt has been an enriching and educational experience for me. I am very happy with my portfolio performance since joining FFA almost two years ago. Not only does Chris have excellent financial planning skills, he also has excellent soft skills as he takes the time to make sure everything is clear and easy to understand for the client. I would highly recommend to anyone to give FFA an opportunity to review their portfolio. – Kenneth Bruns
REVIEW #3 – I was referred to Chris Hunt by a former co-worker, and I’m so glad I connected with him before my retirement. He took the time to thoroughly analyze my financial situation and propose a clear, well-structured retirement plan. Chris was patient and attentive throughout the process, always checking to make sure I fully understood each step. He guided me through consolidating my retirement accounts with ease and professionalism. He responded to my questions or requests promptly—even late at night and on weekends—which truly showed his dedication to his clients. His guidance has given me greater confidence and peace of mind as I step into retirement. I strongly recommend Chris to anyone seeking knowledgeable, reliable, and genuinely caring retirement financial advisor. – Sue Chen
REVIEW #4 – My wife and I had the good fortune of meeting Chris Hunt by chance nine months ago, and it turned out to be one of the most impactful connections we’ve made. From the very beginning, Chris offered not only expert financial guidance but also the tools and discipline we needed to take control of our budget and work toward our long-term goals.
Thanks to Chris’s strategic advice and unwavering support, we’ve achieved savings we never imagined possible. His guidance has been especially invaluable during a challenging year as my wife bravely battled cancer. Chris maintained a deeply personal connection throughout, helping us feel secure and supported every step of the way.
He’s always been available when we needed him—whether to answer questions, offer reassurance, or teach us how to make the most of our financial tools in ways we hadn’t considered before.
We wholeheartedly recommend Chris Hunt to anyone looking to build financial strength and approach retirement with confidence. His expertise, compassion, and dedication truly set him apart. – Robert Rivas
REVIEW #5 – The company came to my workplace & made a presentation that was impressive. I had a follow up consultation with Carlos Esquivia-Cruz & signed on with them. Carlos is super attentive & personable. He is always available for questions & discussions.
My fee is a flat fee, not commission. I am 100% satisfied with the service & working with Carlos. I highly recommend their services. – Sherri B.
REVIEW #6 – Working with Chris Hunt has Been a phenomenal experience from what I had Been associated with in the past. In a relatively short period of time he has managed to turn a financial portfolio in complete disarray into a solid growth plan that for the first time has given me the confidence that there is a “Retirement” Light at the end of the tunnel for me. A Feeling I have never had prior to working with Him. At The Same time He has somehow managed to guide a person like me with absolutely no understanding of any of this to an understanding of each step he has taken and why..I Believe Chris’s Advice and Guidance is unparallel’d and have strongly recommended Chris to All Friends , Family and Co-workers looking for or changing a financial advisor. – Dan Lodwig
REVIEW #7 – Would like to express my sincere gratitude to Chase Hunt, my financial advisor, for his outstanding guidance and support throughout this year. Chase has helped me properly invest my mutual funds and develop a solid plan to pay off my debts, which has brought me much greater financial stability.
With his help, I’ve also been able to prepare financially to support my daughter as she begins her college journey — something I’m very proud of. Currently, I’m focused on continuing to maximize profits from my investments while reducing debt, with the goal of building long-term wealth for myself and my children.
Chase’s strategic advice and patient explanations during our meetings have truly helped me strengthen my financial awareness and confidence. Thank you, Chase, for all your support and dedication during this interesting and transformative year in my financial journey! – Ms. S. Alexander
Recommended Sponsors
BullionStar: Legally Buy Gold & Silver With NO TAXES
