4 Best Gold IRA Investment Companies Near Me in Land O’ Lakes, FL – Retirement Planning Services
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Stephen Miller – Thrivent
ADDRESS: 2651 Narnia Way Suite 102, Land O’ Lakes, FL 34638, United States
NUMBER: +1 813-807-9906
DESCRIPTION FROM BUSINESS: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephen Miller is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Land O Lakes, FL make the most of all they’ve been given…
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 – Steve and his staff are amazing! Thanks to his guidance, I am prepared for retirement. I highly recommend him. – deb echeverria
REVIEW #2 – Steve was extremely informative with regards to financial planning for college. He was able to breakdown our best options and how to utilize our 529 plan in conjunction with Florida’s Bright Futures. My husband and I are grateful to be able to ask questions and know that they will be competently answered and we will be pointed in the right direction. Steve was timely in his communication and welcomes any and all follow ups! Thanks, Steve! – Cathy Kuba
REVIEW #3 – Would 10/10 recommend. Very knowledgeable and helpful. – Julia Steinbrueck
Recommended Sponsors
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Independent Financial Services
ADDRESS: 20635 Amberfield Dr Suite 102, Land O’ Lakes, FL 34638, United States
NUMBER: +1 813-908-2701
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 – When you entrust your finances to someone, you want someone you can trust. Alex Ezra is just that person. He truly cares and understands our personal situation. Thank you Alex! – Daniel Maldonado
REVIEW #2 – I have never met financial advisors who truly care about their clients as much as IFS. They are true professionals who make planning for the future easy! – Logan
REVIEW #3 – The staff here are so professional and caring. Their years of experience gives their clients creative (yet legal) strategy to make their dreams come true! – Jerri Menaul
REVIEW #4 – Amazing team, experts in their financial field, and an overall 5 star experience. – Lisa K. Ford AICI CIC
Bay Area Wealth Management – Fawn M. Lane MBA. CFP
ADDRESS: 20719 Sterlington Dr Suite 102, Land O’ Lakes, FL 34638, United States
NUMBER: +1 813-956-6658
SERVICES: Retirement Planning, Florida Retirement System (FRS) and teacher benefits, DROP and Investment Plan estimates and analysis, Comprehensive financial planning and budgeting, 401k Plan distribution options including Rollovers, Portfolio review and risk analysis, IRAs, ROTH IRS’s, 403(b)’s and 457(b)’s
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 – When I met Fawn in 2007, I was a divorcee who had been a stay at home mom. I didn’t think I’d ever get to retire. Thanks to Fawn’s help and advice, I was able to retire in 2019. And even though I retired to Florida, Fawn is still just a phone call away if I need help. Fawn is remarkable! – Deborah Wells
Wells Fargo Advisors
ADDRESS: 17907 Aprile Dr Suite 100, Land O’ Lakes, FL 34638, United States
NUMBER: +1 656-223-2020
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 – As with us aging Baby Boomers, my wife and I were looking for an experienced team of trusted financial professionals to assist us in a variety of complicated financial planning and estate matters. We found those individuals at Mike Cox Financial Advisors. We’ve been with them for more than a year now and are very pleased with Mike, Nic & Melinda. This is a totally unsolicited review. We are business owners and value integrity and a genuine customer concern, just as we do for our customers. Mike and his team clearly demonstrate a dedication and a high level of expertise when it comes to the variety of financial matters that complicate our everyday lives.
Thank You! Mike, Nic & Melinda – Mario Iezzoni
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