4 Best Gold IRA Investment Companies Near Me in Orlando, FL – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Retire Orlando, a Member of Advisory Services Network, LLC
ADDRESS: 390 N Orange Ave #2300, Orlando, FL 32801, United States
NUMBER: +1 407-602-0100
DESCRIPTION FROM BUSINESS: Regardless of where you are in life, we believe your finances should have a road map. Whether your goal is to fund your children’s education, grow your portfolio, or to maintain your standard of living in retirement…we can help!
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 working with Retire Orlando for a few years now. I find Scott asks the right questions about my goals and then crafts a plan to help me achieve them. He is a good listener and that allows him to offer the right suggestions. Scott is extremely responsive and thorough and he gained my trust quickly. I am confident that working with Retire Orlando will allow me to achieve my retirement goals within the timeline we agreed to. – Amy Cohen
REVIEW #2 – I have been a client of Retire Orlando for almost one year. Since the beginning, I have received excellent advice from Scott which has, and continues to yield improved performance of my 401(k) and other investments. Scott routinely shares insights from his analysis of quarterly results of companies and funds operating/investing in various industries. In addition to providing financial market information, Scott offered guidance regarding life insurance, legal documents (wills, etc), education savings accounts and various other items for our new family. I appreciate everything Scott has done for my family, which has enabled me to be entirely more confident about retirement than I was a year ago. I definitely recommend Retire Orlando, LLC! – Tom Cordrey
REVIEW #3 – I’ve been with Scott Perrone for over 18 years and I’ve brought friends and family members over to Scott as well. He is excellent at managing money, prompt responses to any questions and he checks in with us on a quarterly basis. Highly recommend Scott as your financial advisor. – Johnny Gravitte
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Augusta Precious Metals: Searching for a Gold IRA Near Me? Check Out Our Free Guide
Florida Financial Advisors
ADDRESS: 800 N Magnolia Ave Ste 1650, Orlando, FL 32803, United States
NUMBER: +1 407-557-8897
DESCRIPTION FROM BUSINESS: A top-rated and comprehensive financial planning & wealth management firm with a keen focus on helping our clients realize their dreams — customized services designed for the financial needs of Floridians…
OFFICE HOURS
| Mon | 8:00 AM – 6:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 6:00 PM | |
| Wed | 8:00 AM – 6:00 PM | |
| Thu | 8:00 AM – 6:00 PM | |
| Fri | 8:00 AM – 6:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I started working with Parker Long 3 years ago under the guise of managing my 401k investments, but with the secondary intent of building my own understanding of the market. Parker has been a consistent wealth of knowledge for me in that time and my competency reflects it just as much as the portfolio’s performance. – Nicholas Imamshah
REVIEW #2 – Great experience working with Daniel Manzella on my 401k and tax strategy. Very knowledgeable, would highly recommend! – Massimo C
REVIEW #3 – Matt Falt is an excellent advisor! He cares about his clients and it shows. It is so easy to talk to him. He makes you feel like family. He is extremely knowledgeable and takes the time to really listen and understand my objectives. He works within my risk tolerance/comfort level. He has restored my confidence that I can reach my goals! – Sandra Jalbert
REVIEW #4 – My advisor, Mark Midkiff, is so helpful and I’m glad I made the choice to change to him. I’m not very knowledgeable about investing, and I don’t have time to do the research and monitor my investments. My past advisor with another company didn’t do much at all for monitoring investments or planning for retirement. Mark has been so helpful with setting up annuities to roll over pension and 401k investments when I changed jobs, monitor my stocks and update my 401k elections. I could have lost a lot of my retirement funds in the last year, but thankfully, because of Mark, I did not! We have also set up a plan so I can retire from my corporate job at 55. I will recommend him and Florida Financial to anyone that needs help planning their retirement! – Valerie Ledgerwood
REVIEW #5 – I personally worked with Nick Sowers and could not give enough praise for their guidance and help. My wife and I were very unsettled with the idea of trying to transition into retirement. Nick and his team were thorough in understanding our objectives and putting together our plan. They helped us understand what we were discussing and have completely put us at ease. Highly recommended – Chris Wood
REVIEW #6 – I’ve had terrific experience with Dillon Donechie at FFA. He’s always prepared for our discussions, and tales the time to explain things at my low level of understanding. With his help and guidance, I’m now confident my investment strategy is returning more than it was before meeting with him. – Travis Pigon
REVIEW #7 – I’ve been working with Associate Manager Austin Wallace for a few years now, and am truly thrilled with his service! When you look at my portfolio performance graph you can clearly see when he began advising me, and my investment growth since that time has been ALL positive and steady. The cost for service is surprisingly low, especially for such an important and (to me) overwhelming and confusing necessity like financial planning. Austin is kind, gentle, super responsive, and makes himself available for meetings within a few days with several day/time options always offered. His personality exudes knowledge, but he’s also reassuring and provides a great deal of education each meeting, and is not at all pushy, or rushed. I’ve learned so much because of Austin Wallace, and deeply trust his expertise. With great confidence, I highly recommend Austin Wallace at FL Financial Advisors to entrust with your preparations for your future. – Erin Nagle
Strong Point Financial, Inc.
ADDRESS: 6052 Turkey Lake Rd #200, Orlando, FL 32819, United States
NUMBER: +1 800-329-8475
DESCRIPTION FROM BUSINESS: We specialize in income, investment, tax, health care, legacy, and estate planning to help you achieve a long and prosperous retirement while potentially minimizing your taxes…
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| Tue | 12:00 PM – 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 – My experience with Cory and Strong Point Financial has been outstanding. From the very beginning, they were attentive, patient, and easy to work with. They explained everything in a way that made sense and truly cared about my financial well-being. I feel confident knowing I have a team I can trust. I highly recommend their services! – Yael RRodriguez5
REVIEW #2 – I had the pleasure of talking to Adina today. We had a zoom meeting scheduled today and we had never accessed zoom before. She was very professional, helpful and patiently walked me through the various steps so that our meeting could be held. The meeting went well, thanks to Adina and I look forward to speaking to her again. – Jean Canicatti
REVIEW #3 – Strong Point’s educational seminar impressed me from beginning to end. I gained a clear path forward and every sit down meeting since has proven comprehensive and customized. The welcome is warm and genuine and it’s obvious high standards are present. Nickolas Gorry, acting as my financial fiduciary, has demonstrated not only professional courtesy, but also notable industry expertise. I’m confident in the options, strategies, integrity and a continuing dialogue aimed at protecting and growing my retirement accounts. They are solid. – Helen
REVIEW #4 – Cory, My financial advisor and I had a phone call meeting. He is easy to talk with and provided exceptional service. I highly recommend Strongpoint. All of the employees are professional and they make sure that my questions are answered and resolved. – Diane R
REVIEW #5 – Very Professional and friendly staff that make you feel comfortable. Listened and understood my goals. Recommendation was fully explained. After speaking with several different Wealth management and attending seminars, Strong Point is definitely the best ! – Denise Wallace
REVIEW #6 – I am very satisfied with my association with Strong Point Financial. They are very knowledgeable about my finances and I have confidence in all that they have helped me in. They take time discussing different ways to grow my account and have been very helpful in my journey. All employees have been very friendly, supportive and helpful. No complaints from me. I highly recommend this organization! – Darla Burton
REVIEW #7 – First , I would like to Compliment all the staff members for their Professionalism and Personal Attention towards myself and how they present themselves , as all working together as a Well Oiled Machine.
The moment you enter the Door to the Front Desk, Lovely Joanne sets the tone . She is the Fist person you see and the last when you leave.
The Team is Amazing!
I want to mention all the Team Members Specifically that I have had the pleasure of dealing with and Communicating with.
Adina *****
Danielle *****
Jada *****
All these wonderful women have taken time explaining and helping me to understand and providing me with information I needed and anyone else I have not mentioned
Cory , is in his owe category, he is looking out for my best interests and explained what he has set up for me that will help me in the future
Another reason that makes this Company Terrific Is , you can call any time if you have questions and they respond back as soon as possible.
You are treated like family and all is Customized for your best interest.
Just one more thing I would like to Compliment on , Everyone one of the Team Members makes a Great Presentation of representing the Company ,in the way they dress and take pride in their appearance.
Thank You all. – Anne Laraia
Oxford Advisory Group
ADDRESS: 111 N Orange Ave #775, Orlando, FL 32801, United States
NUMBER: +1 407-495-2004
DESCRIPTION FROM BUSINESS: With over 20 years of combined experience, Oxford Advisory Group focuses in strategic retirement planning, including but not limited to tax free income and social security maximization…
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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We had an amazing experience with Oxford Advisory Group. The service was outstanding, and we were extremely pleased with Dane’s thoughtful and knowledgeable suggestions. We felt we could truly trust the guidance we received, which made the entire process smooth and reassuring. We were so impressed that we have already recommended Oxford Advisory Group to our family—and did so with confidence—and would absolutely recommend them to friends as well. – Kathleen Wilson
REVIEW #2 – Absolutely fantastic group. They made financial advising make sense to me. The group is personable and absolutely the most professional group I have worked with. We feel so secure as we move into our retirement. – Vicky Primer
REVIEW #3 – Oxford Advisory Group gave me a great experience when it came to planning my future. Their team is full of knowledge and genuinely committed to helping their clients succeed. Would highly recommend! – Alexandra Finnan
REVIEW #4 – What a great experience! Just when I thought I knew it all about our finances and future retirement, I decided to call Oxford Financial Group after hearing about them on the radio. Our first meeting had them sharing powerful financial advice with my wife and I. The educational information from advisor Jacob Stinson was over the top and will now allow us to be in a much better place financially in retirement. – Michael McMullen
REVIEW #5 – Oxford is a great advisory group for the pre retired, those in transition, and those individuals that are retired. No matter your situation Oxford can put you on the right path. – Todd Wandstrat
REVIEW #6 – Thank goodness I found out what I didn’t know before it was too late! Oxford has me on the right track to protect my future! – Soraya Sanchez
REVIEW #7 – Perfect Advisory group to help with your financial planning. We first met with Chris in May of 2021, just after we listed our home for sale. Our house sold very quickly, and we needed advice on what to do with the proceeds. Oxford set us up with a great plan! Now, 3 years later we are moving to an even better plan. They are always monitoring your money and making suggestions in your best interest. We are much more than just satisfied with their service. Everyone in the office is kind, knowledgeable and ready to help. The receptionist is right on top of things and a pleasure to deal with. It’s a true blessing that Oxford was suggested to us by the real estate agent that sold our house. We’re looking forward to working with Chris and his staff for many more years. I strongly recommend them to anyone I know that is looking for help with their financial planning. Meet with Oxford one time and you too will be happy you did! – Linda Steen
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