4 Best Gold IRA Investment Companies Near Me in Ocala, FL – Retirement Planning Services
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Sterling Wealth Management, LLC
ADDRESS: 1740 SE 18th St Building 901, Ocala, FL 34471, United States
NUMBER: +1 352-509-5388
DESCRIPTION FROM BUSINESS: Sterling Wealth Management provides comprehensive financial planning, retirement income strategies, investment management, life insurance, and Medicare guidance…
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 I moved into retirement, Sterling Wealth Management provided me with the advice and support I needed to access my needs and make informed decisions. I had done my own investing prior to retirement but I knew I was moving into new territory when I retired. After researching retirement financial basics and formulating some basic plans, I reached out to SWM for further advice and support in helping me get enrolled in Medicare, health plan assistance and finally with investing that meets my needs and goals. Thoroughly professional and fiduciary responsible, Mindy and Kyle are also people oriented, listen to my comments/suggestions, stay in communications with me, and always willing to answer my questions supported by detailed explanations. – Ray Snyder
REVIEW #2 – I discovered Kyle in July and he has helped me put my IRA to work and has also helped me with my Medicare supplemental plan. He is very easy to work with, very patient and he does his best to explain things in a way that was easy for me to understand. He has always been on time and was able to complete the work required in the time allotted. Mindy is very pleasant and they are a joy to deal with. I am grateful to have found Sterling Wealth Management. – Thomas Reeves
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Pinnacle Retirement Advisors, LLC
ADDRESS: 1328 SE 25th Loop #103, Ocala, FL 34471, United States
NUMBER: +1 352-342-9933
DESCRIPTION FROM BUSINESS: We strive to build confidence by making retirement planning more personalized, that addresses your concerns and reflects your values.
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 – 12:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We recently changed financial advisors to Pinnacle Retirement Advisors. Dawn and Gary Crawford are very easy to work with and genuinely care about their clients. We feel more prepared to enjoy our retirement years with our comprehensive retirement plan from Pinnacle. Everyone at Pinnacle has provided excellent customer service. Phone calls are returned timely, follow up and communication expectations were excededed. – Ruth Cerio
REVIEW #2 – An absolute 5 star rating! Your help in our retirement investment planning has been above our expectations. Gary and Dawn were very friendly and professional at every step of explaining everything that concerned us about our investments and other matters. Thanks again. – John Cerio
REVIEW #3 – Gary & Dana are awesome! They really care about their clients and do their best to ensure they’re well taken care of. Give them a call, you won’t regret it! – Brenden Richard
REVIEW #4 – Highly recommend Pinnacle Retirement Advisors. They are knowledgeable and thorough, and truly have your interests guide their work. Plus, Gary and Dawn and all of the staff are just good humans! – Cara Fogarty
REVIEW #5 – Dawn and Gary take the scariness out of retirement. We always come away with a clear forward moving plan, in writing, clearly tabbed in a binder. It is very reassuring to know they are there to help us or our children navigate our financial and health care needs in the future. – Vickie Legare
REVIEW #6 – Gary and Dawn are very thorough, professional, personable, and take the time to listen to our concerns. Would definitely recommend Pinnacle Retirement Advisors for your Retirement planning. – Marlene Adkinson
REVIEW #7 – Gary and Dawn come highly recommended by my wife and I. They are extremely competent / knowledgeable and it’s easy to see their #1 goal is assisting others to become more financially secure. – Glenn Mitchell
REVIEW #8 – Bonnie Jo Dameron was recommended to me by a friend. Best recommendation I have ever received. She is absolutely amazing. She walked my husband and I through every step with signing up for Medicare and getting the best supplemental insurance for us. The insurance she suggested to us has been fantastic with very little money out of our pocket. She is always there for us for any questions we have. I have recommended her to quite a few people and they love her just as much as we do. We are so blessed to have her on our side. Thank you Bobbie Jo. – Debbie Leggett
REVIEW #9 – Gary and Dawn have been fantastic. They have been extremely knowledgeable and patient with us as they help us navigate a retirement strategy.
Their whole team has been polite, courteous, and generous with their time. Very grateful that we have them as we prepare for the future.
If you’re looking for a team to help you with your retirement future, I’d recommend meeting with them sooner rather than later. Wish we’d met them 5 years earlier. – john “Orange Crush” west
Estate & Retirement Resources
ADDRESS: 7500 SW 61st Ave #700, Ocala, FL 34476, United States
NUMBER: +1 352-732-8277
DESCRIPTION FROM BUSINESS: Private Wealth Management For Select Individuals
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 – Michael Riley & his staff has been with me through my most difficult time in my life.
They have proved excellent financial & legal help. They were very knowledgeable about my financial companies I was involved with & help me get the most out of my funds.
They charged according to my financial portfolio, which was amazing.
Michael & his staff were very caring & emphatic to my needs. I will be forever grateful to them. – Judy huffman
REVIEW #2 – Michael Riley and his team are outstanding. They provided my wife and I with peace of mind knowing that our assets are protected and will be easily accessible to our boys when we have passed. No waiting for the probate courts to decide, not to mention the extra cost of the courts to determine where are assets should go. The process was very easy and explained to us patiently and thoroughly. We are so grateful for his guidance. – Terry Rybicky
REVIEW #3 – Michael and his staff have been excellent to work with during our process of estate planning. They are professional and thorough. I trust them and would recommend them to anyone. Rachel is pleasant and greets you with a smile. Appointments are always on time. – Lowell Kutzbach
REVIEW #4 – Five stars for Michael Riley!!! He was very professional and knowledgeable during our financial meetings. I had been with my previous financial broker for over 30 years and he never spent as much time with me & my money as Mr. Riley. It was a difficult transition but I am totally comfortable and very confident that all my investments are where they should be at this time of my life. – Karen Henry
REVIEW #5 – We had a wonderful experience working with Michael Riley on our estate planning. He helped us create a living will and a trust specifically designed to ensure the lifelong care of my special needs sister. Michael was incredibly professional, knowledgeable, and compassionate throughout the process. He paid close attention to every detail, including all the names we had chosen as potential future caretakers, and made sure everything was clear and organized.
With a big move just a week away, Michael made time in his schedule to meet with us and finalize everything in a timely manner. We are so grateful for his expertise and support during such an emotional process. We truly felt taken care of every step of the way. We would not hesitate to recommend Michael Riley to anyone in need of a skilled and trustworthy estate planner. – Pamela Lemmo
REVIEW #6 – We met with Mike Reilly to create a trust for our family. Mike was great to work with as he is very knowledgeable and low pressure. Never once did he encourage us to do something we might be uncomfortable with. Both my husband and I could not be more pleased with Mike Reilly and his office staff. We recommend him highly if you are interested in updating your wishes! – Betsy Woodcock
REVIEW #7 – We couldn’t be happier with the service we received from Estate and Retirement Resources. We felt comfortable the entire time and are pleased with our outcome. The staff was both friendly and accommodating. – TR Jones
REVIEW #8 – Michael Riley with Estate & Retirements Resources hosted our dart league awards luncheon. We listened to his presentation with skepticism, thinking he was just another salesmen trying to sell his investment products. When our son decided he wanted to buy our home, we decided to interview potential retirement planners to discuss how we should structure this sale. We included Estate & Retirements Resources. Michael Riley came to our home, listened to our needs and provided a quote for his firm’s review and recommendations. We decided to hire his firm. To our surprise, he personally handled our account. Bottom line, he delivered a plan that met all our needs, eliminating potential future taxes and fees which will save us thousands of dollars in the future. In addition, he proposed clarifications to our Durable Power of Attorney and Health Care Surrogate documents reducing the possibility of a future conflict between our two children.
He has excellent support staff, and we never had to talk to a tape recorder. He and his staff provided answers to all our questions without delay, sometimes with Michael Riley calling after hours providing us with answers so we did not have to wait. We are very happy with the results. He and his staff were genuinely concerned about our best interest. What you see is what you get–he is the real deal. We highly recommend him and his company. – Rick Beckwith
REVIEW #9 – I highly recommend Estate and Retirement resources. I went in a couple of weeks ago, confused and uneducated, as to what I needed to do with my finances in order to, hopefully, maximize my retirement requirements and just manage my expenses properly in order to achieve my goals. I met with Michael Riley and Brian Wakefield 2 weeks later and they had customized a plan for my “unique” needs and situation and we discussed candidly where I was going right and where I needed to change things.
I left their office with a HUGE sense of relief, a little homework and a set of goals and suggestions that took away my anxiety and fumbling around, and I now feel like I have a huge weight lifted off of me. I truly and honestly have a new found confidence that I can take care of my wife and family and still plan for a safe future.
These folks truly care for their clients and I am secure, finally knowing that I have a great team on my side that I trust!! Highly Recommended…. – Bruce Hart
Vazquez Wealth Management,LLC
ADDRESS: 725 E Silver Springs Blvd Suite 1A, Ocala, FL 34470, United States
NUMBER: +1 352-663-8111
DESCRIPTION FROM BUSINESS: “STRATEGIC WEALTH, PERSONAL TOUCH ” Founded in 2024, Vazquez Wealth Management brings over a decade of experience to Ocala’s financial landscape. Led by Jorge, the firm crafts personalized wealth management plans, tailoring them to each client’s goals and risk tolerance…
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| 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 – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Jorge has been our advisor for many years. We have recently retired and thanks in part to Jorge we are in the position we hoped to be in, and then some. He has worked diligently with us to help us achieve our personal financial goals. He listens and advises, answers your questions with honesty and does not try to sell you something you are not comfortable with. We aren’t the most financially savvy people so we need someone we can depend on to do the right thing for us. Jorge does. In addition, we like him, so if you decide to make a change or need a fresh look at your current positions, call Jorge! – KIM T
REVIEW #2 – Jorge has been extremely helpful in creating a plan for my retirement. He is very knowledgeable in stocks and savings. He listens, explains, advises; all very important and admirable qualities in someone with a hand in my financial future. I appreciate his expertise and his willingness to have conversations when I have an investment idea, concern or question. Whether you are just thinking of investing, have questions about a Roth, 401k or if you have a solid idea of how you want your retirement finances to look like, Vazquez Wealth Management is who my husband and I trust with confidence and you will too! – Michelle MDean Burns
REVIEW #3 – Jorge is a great guy and he genuinely cares about his clients needs. He offers 1 on 1 advice to help you personally achieve your financial goals and you never get the feeling that he’s out for himself but instead, he honestly and truly cares about you as the client. I will forever use Vazquez Wealth Management for all my investment needs and i highly recommend people to check him out and talk with him. – Travis O
REVIEW #4 – Jorge Vasquez with Vazquez Wealth Management, LLC is outstanding! Not only has he helped us tremendously with our retirement planning, but he also goes above and beyond by offering valuable insight into our health care needs. As a small business owner, navigating health care can be a real challenge, and Jorge has been an incredible resource in guiding us through it. His professionalism, knowledge, and genuine care for his clients make him a true partner in both financial and personal planning. Highly recommend! – Stanton Crabb
REVIEW #5 – My personal experience with Vazquez Wealth Management has been incredible! Jorge has met and exceeded my hope and expectations of a financial advisor. He took the time to analyze my financial situation and was able to personally tailor an investment portfolio to my personal financial goals. He is a great communicator. His knowledge base in the field of all things financial are extemporary! I highly recommend him to anyone who is looking to expand their wealth. – Denise McQueen
REVIEW #6 – Jorge Vazquez of Wealth Management in Ocala has done an excellent job of managing my family’s financial portfolios. He tailors each portfolio to our individual needs and actively adjusts them to take advantage of positive market shifts and protects against negative market shifts. As a family, we feel fortunate to have found such a hardworking, attentive and gifted financial advisor. – Laura Tannuzzo
REVIEW #7 – I’ve worked with Jorge Vazquez for many years. He’s very knowledgeable about his field, so I trust him with growing my retirement. It never hurts to have a second advisor to look and see where they can save you money possibly. Everyone should go see him!! – Thomas Caywood
REVIEW #8 – After my Father’s passing I have helped my Mother with her finances. Dad had established retirement funds with a national Brokerage house with the desire to leave everything “as is”. So when Mom asked me to be present when she met with a financial advisor I was very skeptical.
Our meeting lasted over an hour. Jorge talked about dividend growth and treasury bonds. He said these were safe guarantees of Mom’s money. Her previous brokerage had failed to ever meet with her or to give advice on maintaining or growing her wealth.
Jorge seemed very sincere in his desire to help my mother. I left the meeting being thoroughly impressed telling mom to move her accounts over to Vazquez Wealth Management.
I by no means am one to ask about investments. Over the years I have made some very poor decisions. My retirement account was with the same brokerage firm as parents. I had never been given solid advice on what to do for long term growth.
I observed what Jorge did with my Mother’s accounts and after several months of being impressed I moved my accounts to his firm.
Over the last two years there has been significant growth in my portfolio. Jorge takes the time to discuss his rational He is not one to “chase” the market. He follows a concise set of rules.
I strongly recommend with no regrets Vazquez Wealth Management, LLC . – Michael Ruelf
REVIEW #9 – From the very beginning, he took the time to understand my financial goals and created a personalized strategy that made me feel confident about my future. He is knowledgeable, approachable, and always willing to explain complex concepts in a way that’s easy to understand.
What really stands out is their client-focused approach—he genuinely cares about helping clients succeed. I appreciate the professionalism and transparency he brings to every interaction.
I would highly recommend Vazquez Wealth Management LLC to anyone looking for trusted, long-term financial guidance. – alex dorn
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