4 Best Gold IRA Investment Companies Near Me in Lakeland, FL – Retirement Planning Services
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Cultivate Wealth Management
ADDRESS: 204 E Pine St, Lakeland, FL 33801, United States
NUMBER: +1 863-686-6600
DESCRIPTION FROM BUSINESS: Your LPL Financial Advisor. Matthew J Antos, a CERTIFIED FINANCIAL PLANNER™, serving the wealth management needs of his clients for over a quarter century. Let Matthew plan & execute financial strategies to help you pursue your goals. Providing financial guidance in the areas of: Retirement, Investment, & Estate Planning, Tax & Small Business Strategies & 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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I became a client of Matt Antos almost 20 years ago. He was recommended by my parents and they were very pleased with his expertise. Matt and his staff are always courteous and very professional. Monthly emails are sent pertaining to the state of the economy and how that may affect a persons portfolio. I receive quarterly phone calls regarding my portfolio and if Matt feels an investment isn’t doing as well as he expected, his advice might be to switch to another and explains his reasoning. I feel confident that he is always looking out for my best interest. – Arnalie Fleishman
REVIEW #2 – We started working with Matt and his team with simple beginnings, sharing what our long-term retirement strategy might look like. From day one, they’ve been committed to helping us achieve those goals. Over the years, they’ve guided us through major life changes such as job layoffs, career transitions, and new opportunities; they always provided thoughtful advice for both the moment and the future.
What truly sets them apart is how much they care about us as people, not just numbers. Their support has given us confidence and peace of mind during uncertain times, and for that, we are deeply grateful. Knowing we have a team that genuinely cares about our future means everything. Highly recommend! – Elizabeth L
Recommended Sponsors
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Guardian Wealth Management
ADDRESS: 464 W Pipkin Rd, Lakeland, FL 33813, United States
NUMBER: +1 863-904-4760
DESCRIPTION FROM BUSINESS: At Guardian Wealth Management, we have the client—and only the client—in mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation…
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 – I’ve known Guardian Wealth for over a decade, and I can genuinely say their staff is one of a kind. Unfortunately, money is a major part of life, and choosing who you trust with it can feel almost like a life and death decision. In that sense, there’s truly no one I’d trust more than Guardian Wealth. Their dedication, professionalism, and responsiveness mean the world to me. Anytime I have a question, whether it’s about finances, or something they don’t even specialize in, they go above and beyond to help or point me in the right direction. I couldn’t recommend Nick Toadvine and his team more highly. – Reinaldo Davila
REVIEW #2 – It seems in today’s world it requires so much effort on my part to do business with a company. I have to download the app, spend hours on the phone to get a live person, and things don’t ever seem to be done correctly. That is not the case with Guardian Wealth Management!! They run a full service company and are the most professional, efficient, smart, kind, just generally awesome in every way. I feel like they work hard to take care of me and to ensure my money grows. I have nothing but praise for Nick, his staff, and the work ethic shown by all involved. They are the best!!!! – Barbara Tooke
REVIEW #3 – Nick has been our trusted advisor for years now. He always has our best interest at heart based on where you are with your portfolio and what your financial goals are. I HIGHLY recommend him to everyone, you will not be disappointed! – Allyse Dempsey
REVIEW #4 – My husband interviewed several people before landing with Nick Toadvine at Guardian. Several people I work with had been using him for years. He made us feel the most at ease about our money and decisions. We learned a lot from him. He evaluated my investments even though it is with my company’s 401k. He put us on a plan to retire…and we are ahead of plan. And now he has met with my son and his girlfriend about their investments and financial future. Even if you have a financial planner, I recommend that you meet with him. Recommend your children as well to start their plan early! – Kathy Watkins
REVIEW #5 – Nick is our FP, and we love working with him. He makes things simple, gives us the facts, and we trust him. He helped us consolidate our finances when we got married, and he is very professional. – Emma Edgar (Emma Edgar)
REVIEW #6 – It has been a pleasure working with Nick.
He has given us very sound financial advice, and we trust his guidance. Very professional and caring. – Linda Croxton
Allen & Company of Florida, Inc.
ADDRESS: 1401 Florida Ave S, Lakeland, FL 33803, United States
NUMBER: +1 863-688-9000
DESCRIPTION FROM BUSINESS:
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 – I started working with Isaac Hartmann, Heather, Gina, and Noah at Allen & Co. several years ago. They have never let me down. If I have a question, they get right back to me. They went above and beyond with my financial needs when I needed them most. I cannot think of anyone I would trust to handle my investments more than Isaac and his team. They truly care about me and my investments. – Loralie Swan
REVIEW #2 – Isaac Hartmann has been a great resource and friend to me for many years. He shares information , guides me through choices, and helps me stay in the right lane, despite all the static going on around us. I would recommend Isaac to manage your money and resources anytime! – Carol Hughes
REVIEW #3 – I have so appreciated the relationship I’ve had with Team Devoted and Isaac Hartmann. Special five star is warranted to Chad Jones who has always been so responsive and intuitive to my financial needs. – Faith Fredrick
REVIEW #4 – We have utilized Allen and Company as our financial advisors for nearly two decades. Throughout this period, Isaac Hartmann and his team (Team Devoted) have provided expert guidance in both saving for retirement and managing our legacy planning, very patiently answering our questions and addressing any concerns we may have.
I remember during our initial meeting, we reviewed our long-term objectives, aspirations, and risk tolerance. Isaac listened carefully to our responses and has consistently worked with us to develop strategies to meet our goals.
We have referred his team to both family and friends, due to their high level of professionalism and commitment to developing partnerships/relationships with their clients. Members of his team – Heather, Gina, Chad, and more recently Sara – have always exhibited helpfulness, empathy, and professionalism. – Lynette Spence
REVIEW #5 – I’ve been working with Issac Hartman and his team, Team Devoted, for almost two years and its been a pleasure the entire time. They have made navigating my retirement plans easy by providing necessary information and communicating the information in a way that even a financial novice like myself was able to understand. Issac and his team, specifically Heather, have always been available to answer any questions either on the phone or via emails. Probably the best thing about working with Team Devoted is knowing that they value me as an individual and not just some faceless client. And knowing that Issac and his team have my financial best interest at heart has removed so much stress and worry that usually comes with retirement planning. Thank you Team Devoted! – Rocky
Merrill Lynch Wealth Management
ADDRESS: 100 S Kentucky Ave Suite 100, Lakeland, FL 33801, United States
NUMBER: +1 863-688-6000
DESCRIPTION FROM BUSINESS:
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 – Sam is great! He provides expert guidance and service. He makes everything so easy. – Taylor
REVIEW #2 – Very helpful and listened to our goals, explained everything and we feel very comfortable working with Sam – Nicola Abrams
REVIEW #3 – Sam was super friendly and thorough with my options. Highly recommend. – Percy Gooodwin
REVIEW #4 – Great experience. – Cason McNeill
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