4 Best Gold IRA Investment Companies Near Me in Paramus, NJ – Investment Opportunities & Options for Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Raffer Wealth Management
ADDRESS: 115 W Century Rd Ste 145, Paramus, NJ 07652, United States
NUMBER: +1 201-773-4641
SERVICES: Advisory Services, Financial Planning, Investment Advisory Services, Personalized Guidance, Pre-Retirement Planning, Retirement Income Planning, Social Security Planning and Tailored Financial Planning
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 have been using Raffer wealth management for many years and have always been satisfied with the results of my investment. I get personalized service from Jeremy who I trusted make all my financial decisions. – Nathan Klein
REVIEW #2 – Jeremy Raffer has been our financial advisor for the last several months. Jeremy is extremely personable, knowledgeable and professional and provides valuable information to assist in preparing for our future. He is very accessible and responsive to answer questions and always provides guidance that is thoughtful and thorough. Its been a pleasure to work with him. – Rosemarie Borst
REVIEW #3 – I have been a client of Jeremy’s since September of 2023. After the passing of my husband, I was lost with respect to the management of our finances. From the start he was very compassionate and understanding of how difficult this transition is. Ultimately, his previous experience with widows was what made me decide to start working with him. After working with him, I can say that the positive reviews from other widows couldn’t be truer. He is very easy to work with, checks in regularly, and always responds quickly when I reach out. I trust Jeremy’s management of my portfolio and have been very happy with the progress he has made with it. I highly recommend him to anyone who is looking for financial services, but I especially recommend him to widows. His experience with this specific situation shows and I am grateful that I found him. – Michelle Steines
REVIEW #4 – Jeremy is knowledgeable about many financial topics and shares his research with his clients. This information helps me understand more about issues that impact my assets. Jeremy is a good advisor to have in both calm and turbulent market times. I trust his advice and counsel. – Jess Geller
REVIEW #5 – My husband and I have been clients of Jeremy’s with Raffer Wealth Management for over 17 years. We could not be more pleased with the services that Jeremy has provided during that time. He has a keen understanding of our needs and goals in regards to our portfolio, and maintains that through regular “check in” sessions twice yearly. We both have complete trust in his knowledge of the stock market to manage our funds with our best interest in mind.
When we have questions, he is always available to answer them in a straightforward and helpful manner. In addition, his staff has always been very responsive to our needs and are easy to access.
Jeremy is friendly and warm and easy to work with. We trust and value him, and feel safe in his practice. We would wholeheartedly recommend him to anyone in need of money management services – Donna Oliver
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Robert Barbuto – Edelman Financial Engines
ADDRESS: 650 From Rd Ste 460, Paramus, NJ 07652, United States
NUMBER: +1 201-620-3664
DESCRIPTION FROM BUSINESS: With nearly 20 years of industry experience, I’m passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When not at work, I’m with my wife, Lauren, and two boys, Kyle and Colton, coaching soccer, traveling, cooking and fishing.
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 – Most people don’t get excited about personal finance however, working with Rob is a true joy! he listens and retains all your information and understands the client’s financial trajectory. Sometimes it’s not all about the growth of one’s portfolio but the impact of good decisions that can foster great life experiences. I consider Rob more of a friend with a great financial background that truly cares about his client’s overall life goals. highly recommended! – Dan Fern
REVIEW #2 – I enjoy my meetings with my financial advisor, Robert Barbuto. Our conversations come easy and he is a good listener. He answers all of my questions. Robert has help to make me feel comfortable regarding todays’s market and my investment strategy. – Diane Pasquale
REVIEW #3 – Working with Rob has honestly been one of the best choices I’ve made. Every conversation feels thoughtful and genuinely tailored to what I need. He’s incredibly knowledgeable, and if I have a question, he’s right there with an answer. If something needs follow‑up, he’s already on it. I walk away from every interaction feeling clearer, more confident, and actually excited about my financial goals. Highly recommend! – Sonja Young
REVIEW #4 – We greatly appreciate our time spent with Rob Barbuto. His great scope of knowledge combined with his warmth and caring manner creates an atmosphere of trust that provides us with the inspiration and support we are looking for. His professionalism is consistent and helpful. – Ruth Herzel
REVIEW #5 – Rob provides me with excellent advice on all financial matters. He is good listener and understands my financial situation, risk tolerance, and values. He is especially experienced and knowledgeable regarding investment strategy which is very important to me. I greatly value Rob council and highly recommend him. – Timothy Hunter
Steve Bermack – Edelman Financial Engines
ADDRESS: 650 From Rd Ste 460, Paramus, NJ 07652, United States
NUMBER: +1 201-620-3664
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 – I have been a client for many years and can attest the service has been superior. All calls are answered immediately. Our meetings are always informative and helpful. Our advisor, Steve Bermack, has done a great job. I highly recommend this company. – John Henstrand
REVIEW #2 – I came to Steve Bermack knowing I needed to invest but had no clue where to start. He walked me through my options without any pressure and built a plan that actually makes sense for me. I’m seeing growth and understand why my money is where it is. He exceeded my expectations. – Sarah Kesler Stern
REVIEW #3 – Steve Bermack is a financial advisor like no other. We see him annually for our “check up and check in” but I never feel uncomfortable contacting him at other times of the year. I never feel like I’m bothering him or he doesn’t have time for me. He’s very attentive, not condescending, creative and innovative. – gina hansen
REVIEW #4 – Steve Bermack is a very knowledge and professional advisor. He takes time to explain everything and never rushes the conversation. He has given us some very good advice for managing our finances and takes the time to get to know us and understand our situation. He and his staff are very responsive and helpful when we reach out. My husband and I value his opinion and we highly recommend him. – Ann Brown
REVIEW #5 – Steve has been our financial advisor for about 6 years. During that time, he has guided us into and through retirement. Prior to choosing Edelman as our advisory firm, we interviewed several other advisors. From the very first time we met with Steve, we knew we would be going with EFE. We connected immediately. Steve is a great listener. He took the time to get to know us before recommending an approach.
The approach has been very holistic, taking into account our current and future wants and needs. This didn’t just include our financial needs as managed by EFE. He made recommendations about our estate, home insurance, health insurance, as well as financial assets not managed by EFE. Even though Edelman doesn’t offer these products, Steve carefully reviewed our situation and advised as to how we should proceed. All the advice has been solid and clearly in our best interests.
Steve is not a salesman. He has kept all his promises and never let an issue rest until it was resolved. His advice and recommendations have all rung true over time. What better recommendation can we give but to say we completely trust and heed his advice as our financial advisor. – nhl
Money Mindset Wealth Management
ADDRESS: 45 Eisenhower Dr, Paramus, NJ 07652, United States
NUMBER: +1 201-502-4494
SERVICES: Education savings consulting, Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 3:00 PM | |
| Sat | 10:00 AM – 3:00 PM | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had the privilege of working with financial planner Joyce Rojas for over 11 years, and I can’t recommend her highly enough. Joyce is incredibly smart, trustworthy, and consistently organized—qualities that have made a real difference in my long-term financial planning.
What truly sets her apart is her patience and willingness to explain every decision in detail. She takes the time to make sure I fully understand my options and feels confident moving forward. Her honesty and transparency have built a level of trust that’s rare to find.
If you’re looking for a financial planner who is knowledgeable, dependable, and genuinely invested in your success, Joyce Rojas is an excellent choice. – Lucille Lopez-Linus
REVIEW #2 – Joyce was highly recommended by a banker I was working with when I had my own company. From day one, Joyce made it clear that setting me up for a comfortable retirement was the main goal. She kept me posted and explained why it’s time to get in on a sector such as oil and gas or gold etc.
Throughout the years, Joyce made me trust her. When she left the large bank she was working for to start her own company, I was not able to find the same level of care and service from the new advisors. That’s when I decided to follow her. We even decided to have my wife’s and our son’’s portfolio under Joyce’s management as well. Our constant contact with Joyce to keep us aware of what’s going on in the market are very valuable.
I highly recommend Joyce if you are looking for an experienced financial advisor to help you achieve a comfortable retirement. With Joyce’s guidance my wife and I were able to retire early. – Joe Sampang
REVIEW #3 – I was referred to Joyce by my sister. I never invested before so I wasn’t sure about the whole process. Joyce was very approachable, there was a kindness about her that I liked which made me feel comfortable. She’s very smart and knows finance business and walked me through my uncertainty. Over time the business relationship came to be more like a trusted friend. I have recommended family and friends to her and will continue to do so. She’s that good! – Gail Robinson
REVIEW #4 – Joyce Rojas, MBA, has been my financial advisor for several years, and I cannot recommend her highly enough. During our initial conversations, I was immediately impressed by her deep expertise and her genuine ability to listen to my specific concerns, expectations, and risk tolerance.
Since taking over my portfolio, Joyce has been consistently proactive, ensuring my investments remain well-balanced regardless of market conditions. I deeply value her transparent approach and her sharp insight; she has navigated my investments through various cycles with a steady hand.
What truly sets Joyce apart, however, is the personalized attention she provides. She takes the time to build a strategy that aligns perfectly with my life, and I never feel like ‘just another client.’ It is clear she genuinely cares about my progress and long-term financial success.
If you are looking for a brilliant, trustworthy, and dedicated financial advisor who will provide the personal attention you need to make smart, confident investment decisions, I highly recommend working with Joyce. – Courtney G
REVIEW #5 – My family and I have had the privilege of working with Joyce for more than a decade, through our working years and into retirement. During that time, she has been a consistent, proactive partner, regularly reaching out to review our portfolio, offer thoughtful recommendations, and provide clear, steady financial guidance.
Joyce has also been instrumental in shaping our long-term planning. At her recommendation, I secured a Long-Term Care policy through a third-party insurance company. When I shared bank and investment accounts with my late mother, Joyce provided a conservative approach respecting her need for financial security.
The trust we’ve built with Joyce is the foundation of our relationship. Her advice is always grounded, transparent, and aligned with our best interests. Because of that trust, my daughter and her family are now clients as well. It was an easy decision for us to recommend her.
Joyce is not just a financial advisor; she is a trusted partner in our family’s financial well-being. We recommend her without hesitation. – Susan Bernardo
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