4 Best Gold IRA Investment Companies Near Me in Pensacola, FL – Retirement Planning Services
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The Retirement Planners
ADDRESS: 8001 N 9th Ave, Pensacola, FL 32514, United States
NUMBER: +1 850-995-1999
DESCRIPTION FROM BUSINESS: The Retirement Planners is committed to providing the highest excellence in customer service possible. The Retirement planners will prepare you for retirement beginning at any age, structure strategies to support your needs and goals, and design plans that will cause a reduction in taxation during your retirement years…
OFFICE HOURS
| Mon | 8:30 AM – 4:00 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:00 PM | |
| Wed | 8:30 AM – 4:00 PM | |
| Thu | 8:30 AM – 4:00 PM | |
| Fri | 8:30 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – The level of honesty and professionalism here is unmatched. They take the time to explain everything clearly, and you never feel pressured. I have worked with other big companies and It’s rare to find retirement planners who care this much about their clients’ future. Highly recommend to anyone in Pensacola who wants peace of mind for retirement. – Rowan Monroe
REVIEW #2 – I recently moved my investments to retirement planners, which has proven wise. The staff, including my portfolio manager, were exceptionally professional and knowledgeable! And Courteous throughout the process. I feel confident and secure with their expertise. I highly recommend Retirement Planners for anyone seeking a reliable investment partner. – Jerome Weaver
REVIEW #3 – Best financial planner in the business!!
Totally trust and respect Esmeralda at the Retirement Planners! – Trudy Laird
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Retirement Solutions Center of Pensacola
ADDRESS: 4300 Bayou Blvd STE 1, Pensacola, FL 32503, United States
NUMBER: +1 850-380-0117
DESCRIPTION FROM BUSINESS: Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation…
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 am and will always remain grateful to Paul Kent for reaching out to me and helping me get started saving and planning for my retirement. You can trust Paul’s expertise in sound investments to give his clients a great return. Mallory and Teresa are incredibly efficient and great at keeping clients up to date! – jo lynn wiley
REVIEW #2 – Been with RSC as long as I have been retired. We currently have three separate accounts with Paul and everything has been delivered as promised. He and his office work diligently to keep us in full compliance. They also deliver friendly and courteous service. Paul and Mallory are honest and always do what is best for the clients. They will even arrange to meet me at a place closer to my home when documents need updating. Customer service at its best. – Danny Carnley
REVIEW #3 – This place has the friendliest and most knowledgeable team on staff. Every time I contact them they are prompt in responding, even after hours. I appreciate the personal services they provide and have felt comfortable in my financial transition into retirement. I highly recommend their services! – Martha Gough
REVIEW #4 – RLI-Solutions has several products that offer the consumer assistance in meeting financial goals. One of the great things they offer is a Guaranteed Investment Opportunity where you can earn 7% on a short 2 year term investment and up to 8% on a 5 year term. If you’re looking for retirement, life insurance, and financial planning assistance you need to give RLI-Solutions a call today! – Tom Kent
REVIEW #5 – Paul is very knowledgable about retirement financial options. He is always willing to answer questions. Mallory takes time to help me with forms and finding documents on websites. They make a great team. Paul has handle investments for me almost 20 years! – Linda Gooch
REVIEW #6 – I have been nothing but impressed and extremely satisfied with the professionalism, guidance and superior service provided by Retirement Solutions Center. Paul is exceptionally knowledgeable and experienced. He considers each of his clients’ individual situations in advising. He’s a true upstanding gentleman in every sense of the word. Mallory—oh my goodness—she’s just amazing! Best front line assistant out there with a genuine desire to pleasantly and effectively serve the needs of the client. So blessed to entrust this fine company with my holdings! – Rachel E
REVIEW #7 – I love working with Retirement Solutions! Paul and Mallory keep me well informed of the money we have invested, and are always quick to respond when I have inquiries. I never feel like Paul is pushing products. He explains options clearly and honestly. After almost 20 years, Retirement Solutions feels like family. – ba
SWAN Capital
ADDRESS: 107 W Gregory St, Pensacola, FL 32502, United States
NUMBER: +1 850-380-9558
DESCRIPTION FROM BUSINESS:
OFFICE HOURS
| Mon | 9:00 AM – 4:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 4:00 PM | |
| Wed | 9:00 AM – 4:00 PM | |
| Thu | 9:00 AM – 4:00 PM | |
| Fri | 9:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My husband and I went to SWAN Capital about 4 years ago. Their team helped us get our affairs in order and our retirement money in the right places. They were wonderful. It was so nice to have the financial advisor, lawyer and Medicare help in the same office. They are a family-oriented company with a heart for The Lord. Best choice we’ve ever made! Highly recommend them to anyone!! – Pat Lee
REVIEW #2 – Swan Capital. If you’re wondering and anxious about your financial plan, or lack thereof, Andrew has put together a team of experts who can bring peace to you and your family as you navigate your future. They not only answer your questions, they ask questions to help you clarify your plans. We were delighted to spend time in the office. You’re going to gain confidence to move into the future with Swan insights… Thank you Swan for your insight. When you arrive, enjoy their offering of cookies and coffee/tea. Yum! That was a wonderful treat too. – R Jenkins
REVIEW #3 – I had been planning for my retirement for some time, as it got closer I started wondering if I was really ready financially to retire. I attended a Swan Capital retirement seminar which helped me to know more specifically what to expect. I set up an appointment for the free private consultation- this was the best thing I had done towards my retirement. After discussing my situation with Andrew, I had a solid plan and felt like a great weight had been removed from me. Retirement is looking good knowing Swan Capital is handling what was worrying me the most. I am definitely Sleeping Well At Night!! – Wendy Rook
REVIEW #4 – After being with a few other financial advisor groups, Swan Capital has been exactly what we have been looking for. Andrew and his team are very professional, eager to answer any questions and have been so helpful helping us learn and understand the investment world. The comprehensive customer service they have provided has been excellent. We feel much more confident heading into our retirement years knowing we have Andrew to help guild us. Thank you Swan Capital. – Tammy Teston
REVIEW #5 – My husband and I recently met with Andrew and his Estate Attorney, Scott. They were both so knowledgeable with both our financial goals and setting up an estate trust for our children and grandchildren. I know many put this off because the thought of not being here with our loved ones is heartbreaking. What is worse, is not taking this necessary steps, to ensure you protect your assets. Knowing you’re protecting everything you’ve worked and saved for to leave to them, has taken a huge weight off us. Set up your meeting, stop putting it off. Thank you again Andrew and Scott for helping us have a peace of mind not only for our future, but our children and grandchildren as well. – Bill & Kristin Sellers
REVIEW #6 – I recently had my first annual review as a client of Swan Capital. I can honestly state that it has been the most stress free year concerning my finances that I have experienced in many years. Andrew and his staff have been most responsive, answering any questions or concerns I have had throughout the year in a prompt manner. In addition to financial services, Swan Capital can review or provide services for estate planning, which we found most helpful. I would encourage anyone looking for a Financial Advisor to attend one of Swan’s free seminars. In addition to a great meal, you will receive financial information in a pressure free environment. – John Carro
REVIEW #7 – My husband and I are extremely grateful to be a part of the SWAN Capital family. Very honestly, they treat us like family and the team is always quickly responsive and always welcoming and honoring each time we visit the office or communicate with the team. From our first meeting with Andrew and his extremely knowledgeable and competent team, we have been treated like royalty. It almost took us aback at first because many other businesses operate very differently than SWAN operates. We have never had such an amazing experience with any other professional we have worked with. Currently, we need ongoing guidance and direction with our financial planning, and we feel confident in the expertise of the entire SWAN team. Each team member is professional, courteous, articulate, and wise. The advice and recommendations we are receiving are helpful and we are in a much better position to make the best financial decisions to meet our family’s needs based on the information they are providing us. Saliently, the SWAN team members take sufficient time to answer our questions and to address our concerns and we never feel rushed. We highly recommend Andrew McNair and the SWAN Capital team. We will spread the word to friends, family, and others. – Carolyn Gramlich
First Command Financial Advisor – Tory Sokul, ChFC®|CFP®
ADDRESS: 180 N Palafox St, Pensacola, FL 32502, United States
NUMBER: +1 850-456-9237
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 – Tory has been an amazing advisor and has helped me meet my financial goals. He truly listens to you and helps you to define your wants and needs. He does not push any product or ideas and does his due diligence to find those funds that match your needs. I can not recommend him highly enough. – Julie Cox
REVIEW #2 – My husband and I have been First Command clients for 25 years. Tory has been our most recent advisor for the past 7 years and he has been our best. He is very approachable and easy to talk to about our financial issues. He’s completely understanding and nonjudgmental and makes every effort to make sure we understand the options available to us and the effects of our decisions. He is always very prompt to respond with any questions or needs we have. Anyone choosing him for financial planning and insurance will be pleased with the outcome. – Dugger’s Pond
REVIEW #3 – Tory has been the best financial planner that I’ve had over the years. I’m glad when I retired he ended up being my planner for the foreseeable future. He is always prompt to reply if I ever have a question whether I have an appointment scheduled or not. In our meetings he’s always very thorough and detailed presenting the information and I’ll always leave with a detailed folder of everything we discussed. I have been very happy with his services and I highly recommend using him if you’re searching for a financial planner. – David Zientek
REVIEW #4 – Tory is an excellent advisor. I worked with him professionally and now personally after my previous advisor moved on to other endeavors. His advice has been sound and we are extremely pleased with both him and his staff. If your looking for a good financial advisor, Tory is definitely a top choice! I always look forward to our meetings.- Johnny Golden
REVIEW #5 – Tory at First Command Bank has been instrumental in helping us plan and achieve our financial goals. He’s extremely knowledgeable and always helps us make the best decisions for our current stage of life. He’s very responsive, takes time to explain our options clearly, and consistently keeps us focused on what matters most. His staff is always helpful and great to work with as well. Can’t recommend Tory enough!! – Matthew Eddy
REVIEW #6 – I’ve been a long-time First Command client. Last year I was considering another financial company because I wasn’t getting all I needed from my advisor. That’s when Dave Larsen stepped in to help.
I’ve known Dave since our Navy service together. When he heard I was considering a change in companies, he PERSONALLY went out of his way to discuss options with me to stay with First Command. In a few short weeks, he became my advisor and we sat down to overhaul my retirement planning from top to bottom.
Dave will take the time to get to know you. In my case, although we knew each other already, much had changed in my circumstances. Dave is thorough in taking all that into account and helping suggest strategies that meet your risk tolerance to achieve your goals.
Within a few short months Dave has helped make some changes to help put me on a better track for retirement. From specific investment strategies, tax advice, insurance, real estate: Dave is knowledgeable without being pushy at all. My wife and I are confident we are on a better track. Thanks to his taking immediate action to help, I’m still with First Command and quite glad I didn’t move elsewhere. First Command has many good advisors but few as great as Dave Larsen! – James Lewis
REVIEW #7 – We have been with First Command for about 30 years and Tory has been our Avisor for about half that time.
Tory is professional, knowledgeable, and very personable. We absolutely enjoy our meetings with him! He makes us feel like we’re his only clients because he always seems to be available whenever we have a question or a need! I’ve told him that if we ever move, I’d have to come back to Pensacola for our meetings. He’s a keeper! 😊
Thanks Tory for being the best Advisor! – Veronica G
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