4 Best Gold IRA Investment Companies Near Me in Miami, FL – Retirement Planning Services
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Guerra Wealth Advisors – Miami Financial Advisors
ADDRESS: 6401 SW 87th Ave #119, Miami, FL 33173, United States
NUMBER: +1 305-448-1011
DESCRIPTION FROM BUSINESS: Our mission as Fiduciary Advisors is to create customized financial strategies that transform the way families retire. We will help you and your family define and address financial goals with the ultimate goal of making work an option, not an obligation.
OFFICE HOURS
| Mon | 9:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:30 PM | |
| Wed | 9:00 AM – 5:30 PM | |
| Thu | 9:00 AM – 5:30 PM | |
| Fri | 9:00 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I attended an event hosted by this financial advisor company, and I was really impressed! They provided free food, a great atmosphere, and tons of valuable information. I learned so much about financial planning and investing in just one evening. The team was professional, knowledgeable, and very easy to talk to. I’m definitely considering hiring their services after this experience. Highly recommend checking them out! – Yeisel Lias
REVIEW #2 – The Retirement Summit was an excellent event that provided valuable insights into financial planning, healthcare, lifestyle, and personal fulfillment in retirement. The sessions were well-structured, the speakers were knowledgeable, and the real-life case studies made the content relatable. Overall, the summit was both informative and inspiring, leaving me with actionable steps for a more secure and fulfilling retirement. – Kathia Betancourt
REVIEW #3 – Great talk on wealth management. The speaker did an outstanding job breaking down complex concepts into simple, easy-to-understand ideas. It was a very worthwhile use of time and a great opportunity to learn more about financial and retirement planning in a practical and approachable way. – Mary Uribe
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MANNA WEALTH MANAGEMENT – Miami Financial Advisors
ADDRESS: 777 Brickell Ave Suite 708, Miami, FL 33131, United States
NUMBER: +1 305-306-7107
DESCRIPTION FROM BUSINESS: These days, much of the financial advice you`ll encounter is just about investments. But Manna`s financial advisors know that advice isn`t just about investing. It impacts your choices and actions, every day…
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 – David is a consummate professional! He quickly and completely explains each every situation relating to our goals. He is straightforward and prepared – as well as patient and genuinely interested in not only your situation, but the best possible outcome for you, as the client. I feel very confident that my long terms goals will be met and well tended by David. – Anne Nouri
REVIEW #2 – Excellent experience with all Manna team, David was very attentive with all of my concerns, guiding me step by step on my financial needs! Definitely recommend anyone who is struggling with their financial decisions to set an appointment with David and rest assure you will be in the best hands! – katherina Alizo
REVIEW #3 – David is truly one of the best out there. Incredible attention to detail, professional as can be, and always there when you need him. – Dante Amaral
REVIEW #4 – Worked with David for a few years and definitely feel we’re headed in the right track despite what’s happening in the market. Thank you very much – Didier O Rivera
REVIEW #5 – We spent few months interviewing a number of wealth management firms in the area. When it come to David and manna wealth, it was totally different. More holistic and completely unattached to solely relying stock market outcomes to a achieve our goals! David brought us a refreshing outlook towards wealth – Glodualdo Roca
REVIEW #6 – David has been really instrumental with helping us plan in our business and scaling for the future – ZAYEK LLC
REVIEW #7 – David is great. Worked with him for two years now. Highly recommend – Gustavo Ellis
Pangea Financial Planning & Employee Benefits
ADDRESS: 1395 Brickell Ave Suite #800, Miami, FL 33131, United States
NUMBER: +1 800-681-1591
DESCRIPTION FROM BUSINESS: Pangea Financial Group, with offices in Houston and Miami, has been a trusted insurance and financial planning advisor since 2010. Serving individuals, families, and small businesses…
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 highly recommend Pangea. I interacted with Luke Benson as part of my benefits selection at a new job. He went above and beyond to make sure I had all the information needed and answered all the questions I had. For the first time I felt I understood plan benefits and coverage well enough to make an informed decision. 5 stars, 100% customer satisfaction. – Ana Martini
REVIEW #2 – Luke Benson was absolutely amazing! Not only did he take the time to explain the services, but he also gave me the opportunity to evaluate what was best for me. Very responsive and problem-solving oriented. – Sofia Mino
REVIEW #3 – We have been working with Pangea for years and they have been instrumental to our daily operations. Luis and his team are extremely valuable, reliable and professional with all of their services. We highly recommend them! – Andres Utting
REVIEW #4 – Luke and the Pangea team have consistently provided great service. Their expertise and guidance have played a vital role in fulfilling my family needs with ease. – Laura Blaubuka
REVIEW #5 – Very efficient and proactive. Every time we need something, they deliver in a timely manner. We are really happy with their services, that is the reason why we have been with Pangea since 2018. – Juan Carlos Pereira Moreno
REVIEW #6 – Pangea Financial Group came highly recommended from friends and family. They were able to assist with my company benefits and their personal, professional, and consistent follow up made us feel at home. I would recommend them to all my family and friends that own a business. We felt at home and would never go with anyone else. Thank you Pangea Financial Group for everything you do. – Ramy Elawar
REVIEW #7 – Words can’t express how Grateful and Thankful I am to have the pleasure of working with Luke Benson. He is truly a professional and is beyond helpful. Thank you Luke You are truly the best!!! – Theresa Delgado
REVIEW #8 – Pangea Financial Group has been assisting me for over 10+ years helping me facilitate achieving all my insurance and financial service needs. I appreciate you highly! – Dr. Mickey Jones
REVIEW #9 – If you’re looking for smart, transparent, and actionable financial guidance, Pangea Financial Planning & Employee Benefits is exactly where you want to go. Their team is experienced, credentialed, and focused on real-world results. Whether it’s retirement planning, employee benefits structuring, or long-term wealth strategy, they speak clearly, execute with precision, and never waste your time. Every recommendation feels grounded in experience — not guesswork or jargon.
And then there’s Colbert et al. Consulting…
Let’s be honest: it’s not a consulting firm — it’s a LinkedIn costume party. All branding, no backbone. It’s run like a college group project where the loudest person becomes “CEO” and no one actually knows what they’re doing. They’ll charge you for recycled buzzwords and a Google Doc full of vague advice that could’ve been written by ChatGPT on a bad day.
Colbert is hype without depth — all talk, no traction.
No real frameworks, no financial understanding, no follow-through. If you care about ROI, don’t waste a minute or a dollar there.
With Pangea, you walk away with clarity, confidence, and a plan.
With Colbert, you walk away wondering what just happened and how you got charged for it. – Carlos Sinner
Gruen Financial
ADDRESS: 100 SE 2nd St, Miami, FL 33131, United States
NUMBER: +1 305-456-5939
DESCRIPTION FROM BUSINESS:
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 – David Gruen is exceptional. His expertise, professionalism, and genuine care make a real difference. He simplifies complex financial matters and provides clear, tailored advice to help you reach your goals.
David’s attention to detail and responsiveness give you complete confidence you’re in great hands. Highly recommend! – Ron Weizman
REVIEW #2 – I’ve known David for 15 years. When we met, I had no idea that he would be so impactful in my life. Quickly, I realized how knowledgeable he was and how necessary he was to me as a business owner. David has offered invaluable guidance throughout the years and has made sure my family and business are thriving in every real world condition. I consider him one of my biggest business assets and a great friend and someone I know I can call any time when I need help. – Edgar Velazquez
REVIEW #3 – David Gruen is so impressive and an incredibly valuable asset. Whether you are a small business owner, larger enterprise client, just a guy trying to figure out how he’s gonna retire one day, planning for a family or costs of college, and anything in between; David is going to be a wealth of valuable information. He will have creative solutions custom tailored to your situation and you will be in the best hands possible. – Daniel Gootner
REVIEW #4 – I was first introduced to David when I relocated to Miami nearly 14 years ago. At the time, I already had a financial advisor, but David’s genuine kindness and expertise left an impression. Over the years, David became a close friend and always continued to generously provide free advice. Eventually, I made one of the best decisions of my life by entrusting David with the entirety of my financial portfolio.
Since that decision, he has shown extreme dedication through proactive outreach and support, always being available for any request or financial question. David is incredibly professional, empathetic, hardworking, funny, and intelligent. He is not only one of the best financial advisors in the country but also one of the finest individuals I’ve ever known. His dedication to his family, friends, and clients is truly remarkable. I highly recommend David to anyone seeking exceptional financial advisement – Aj Brown
REVIEW #5 – I can’t recommend David Gruen enough! His expertise and personalized approach has transformed my financial outlook. Dave takes time to understand my goals and craft a plan to reach them. Dave is always clear and timely, making me feel confident and informed every step of the way. – Ted Delcima
REVIEW #6 – David is an exceptionally gifted financial advisor. His professionalism is remarkable, consistently demonstrating a commitment to excellence and integrity in all his interactions. David’s profound knowledge of the stock market, coupled with his keen understanding of corporate earnings and sales strategies, positions him ahead of the game in the financial advisory field.
David’s approach to wealth management is unparalleled. He exhibits a unique ability to anticipate market trends and adapt strategies accordingly, ensuring his clients maximize their financial potential. His forward-thinking mindset and proactive approach to investment opportunities make him a standout advisor.
At Gruen Financial, David’s expertise, dedication, and innovative approach to wealth management make him an invaluable asset to his clients and colleagues alike. – David Dale
REVIEW #7 – David is one of the brightest minds in the Wealth planning space. He is unconventional in his thinking and helps his clients think beyond and to truly maximize opportunities. He truly cares about his clients growth, succession, and legacy. Business owners need David Gruen in their corner! – Brent U
REVIEW #8 – I have been working with Gruen Financial for several years, for various tax issues, as well as navigating long term investments and retirement strategies. Not only is the guidance and knowledge top notch, David and his team make you feel very secure, explaining anything I don’t fully understand without making me feel unheard. – Elizabeth Maynes
REVIEW #9 – I have had the pleasure of working with David for the past five years, and I can confidently say that he is a true gem in the world of Financial Planning and Wealth Management Services. His expertise in advising business owners on all matters financially related has been invaluable to me and my wife and I’s businesses.
David is not only a specialist in Estate and Business Planning, but his credentials as a CFP and ChFC speak volumes about his dedication and knowledge in the field. He has a unique ability to break down complex financial concepts into manageable and understandable advice, which has made a significant difference in my financial planning and makes the future of my young children feel even more secure.
One thing that sets David apart is his commitment to his clients. He is always available to answer questions, provide insights, and offer solutions tailored to my specific needs. His attention to detail and personalized approach have ensured that my financial future is secure and prosperous.
David once told me, “If inflation keeps rising, my financial advice will be worth even more!” It’s this blend of professionalism and a great sense of humor that makes working with David an absolute pleasure. Thanks, David… I no longer have my cash under a mattress.
I highly recommend David to anyone in need of a trusted and knowledgeable financial advisor. His expertise, dedication, and personable nature make him the best in the business. – JUSTIN RIZZO
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