4 Best Gold IRA Investment Companies Near Me in Melbourne, FL – Retirement Planning Services
Best Rated Sponsor
Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Three Bridges Planning
ADDRESS: 304 S Harbor City Blvd Suite 200, Melbourne, FL 32901, United States
NUMBER: +1 321-225-3154
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 – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve know Brian & Brendan for several years now and know they do their very best to take care of their clients. They are personable, knowledgeable, and full of integrity. I highly recommend them to anyone looking to put together a financial plan. – KC Johnston
REVIEW #2 – My wife and I met with Dennis and Brian for 2 hours and came up with an initial financial plan to get us started. They are very knowledgeable and gave sound, wise advice without any pressure. They wanted to make sure we made wise decisions for our short-term financial health before looking long-term. I would highly recommend. – Kyle Russell
REVIEW #3 – I’ve been with them for 25 years and couldn’t be happier. Their entire team is great to work with. Very responsive to my needs and questions. Highly recommend – Mike Dacko
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
Arbor Financial Services of Florida Inc
ADDRESS: 6555 N Wickham Rd #101, Melbourne, FL 32940, United States
NUMBER: +1 321-795-4799
DESCRIPTION FROM BUSINESS: We are Retirement Income Specialists. We not only specialize in helping our clients achieve safe passage into retirement, but we also provide a wide range of wealth management services. Our advisors look at where you are now, where you want to be, and recommend the right plan for you…
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 been a client of Arbor Financial since 2019 and felt totally confident with Jeff Small and his uncanny ability in handling my finances via 401K transfer. So much is in flux concerning our economy today and it’s so important to select those with the know how to navigate through today’s changes as Jeff does. And Jeff knows how to select the best to join his team. I got to know his latest associate, Phong T. Truong who shared with me his background among other things. He has rich insight and I was pleased with what he explained to me concerning my finances since I’m now currently retired. You can’t go wrong. Arbor is the place to place your finances for retirement! – AmeriKraut
REVIEW #2 – My husband and I attended a free dinner seminar hosted by Jeffrey Small and his team approximately 3 years ago. Little did we know attending the event would be so life changing! Following the dinner, I got a copy of Jeff’s book, Turning Financial Planning Right Side Up, and read it. His investment strategies really made sense. My husband and I made our first appointment with Jeff – it was very informative and quite surprising to hear that our retirement funds were invested in so many risky funds relative to our age. And so the process of rearranging many of our investments began. We have totally revamped our portfolio with new IRAs and Roth IRAs, Annuities, etc. We both rolled over our 401Ks, TSP (regular and ROTH funds). Jeff is very professional, compassionate, patient and is knowledgeable beyond belief! His office is very warm and inviting and the staff is extremely helpful and professional as well. Investing retirement funds can be very scary and confusing. This team makes everything so understandable and convenient. My husband and I whole-heartedly recommend Jeff and his team for all of your financial needs. In fact, we have friends that now see Jeff and our oldest daughter has rolled over her 401k and pension from a previous employer. Make an appointment today, we promise you won’t be disappointed! – Tim and Lisa Carson
REVIEW #3 – Jeff Small and his staff at Arbor Financial have been awesome to work with over the last year. Jeff listened very closely to our values and expectations and developed to two-pronged approach to maximize our returns. Now one year into our program, I am happy to say Jeff and his staff far exceeded our expectations by doubling our projected investment returns. I would highly recommend Arbor Financial for your retirement planning and investment needs. – Glenn Bridges
REVIEW #4 – I came to Jeff in 2023 after a difficult experience with a previous Advisor. After 3 visits, he convinced me he was the best person to handle my investments as my Advisor/Fiduciary. He also went above and beyond by offering me sound strategies on approaching a financial loss I had incurred prior to meeting him.
His advice, and there was no benefit to him by giving it, resulted in me being able to turn that loss into a gain for me.
The return on my investments this past year has even more so solidified my opinion of Jeff and his abilities to make money for his clients. – Dawn Garzone
REVIEW #5 – I retired in 2011 and by that time had accumulated, in my opinion, quite a nice nest egg. It was nowhere, or even close, to the one million dollars necessary to have a comfortable retirement that I had been hearing was necessary, but felt that it was plenty sufficient to meet my wife’s and my needs. I was very protective of it, so I simply kept it deposited in a conservative money market account at a local credit union. I attended several financial advisors’ seminars, but was not impressed with any of the presentations. Early in the year of 2016, I received an invitation to a seminar that Jeff Small of Arbor Financial was conducting. The purpose of this seminar was to present the various options available to us under Social Security. My wife and I were already collecting Social Security benefits, but we were curious to know if we had chosen the best one available.
We made an appointment to meet with Jeff at his office. In the ensuing conversation we had with him, I informed him of my little nest egg, and where I had stashed it. He explained about the fiduciary responsibility he had toward his clients of putting their interests first. He also told me that he could provide me with much better vehicles for my money that would produce a significantly higher return than I was currently getting. I knew at that moment that this was the opportunity I had been searching for for quite some time. I have not been sorry. – Robert Dobos
REVIEW #6 – My wife and I have been with Jeff Small since 2019…we’re quite pleased with Jeff’s expertise & knowledge in the financial markets and retirement options. He took the time we needed to articulate our ideas to him, he presented options that exceeded our expectations. He really explains things to financial lay people like us in a way that’s easy to digest. He always puts his clients needs/wishes first. We highly recommend Jeff to any in the area who are seeking financial peace of mind in their retirement years. – Duane Knopp
REVIEW #7 – After attending one of Jeff’s seminars, my wife and I met with him about 3 years ago. I presented Jeff with the details of my financial situation, including the total amount of income I needed to live my desired lifestyle. As my wife and I were both retired, I was interested in income with preservation of capital (as opposed to capital appreciation without income). Jeff knew exactly what I wanted, and came up with a plan. Most importantly, he DID NOT try to sell me any inappropriate high commission investments.
For the last 3 years the money I invested with Jeff has been earning (net of his reasonable fee) a quite respectable rate of return. I have been drawing monthly income to supplement social security, pensions, annuities, etc. And to date my account is worth more than when I started.
My account has performed exactly as Jeff told me it would. He and his staff are very professional and respond to all my inquiries and requests very quickly. I have every reason to believe that my account will continue to provide me with the additional retirement income I need, with extremely low market risk.
If you want a straight shooter who won’t sell you snake oil, give Jeff a call. – Gary Kronengold
BUSINESS NAME HERE
ADDRESS:
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DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 10:00 AM – 6:00 PM | |
| Wed | 10:00 AM – 6:00 PM | |
| Thu | 10:00 AM – 6:00 PM | |
| Fri | 10:00 AM – 6:00 PM | |
| Sat | 10:00 AM – 6:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Always a – William Lingle
REVIEW #2 – Owner – Clinton Sanders
REVIEW #3 – I’ve shopped – Jake McKeown
BUSINESS NAME HERE
ADDRESS:
NUMBER:
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 10:00 AM – 8:00 PM | |
|---|---|---|
| Tue | 10:00 AM – 8:00 PM | |
| Wed | 10:00 AM – 8:00 PM | |
| Thu | 10:00 AM – 8:00 PM | |
| Fri | 10:00 AM – 8:00 PM | |
| Sat | 10:00 AM – 8:00 PM | |
| Sun | 10:00 AM – 8:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Today i – Joel
REVIEW #2 – Best shop – Justin Showalter
REVIEW #3 – Always had – Nadia Martin
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