4 Best Gold IRA Investment Companies Near Me in Portland, ME – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
WealthSmith Financial Planning
ADDRESS: 75 Pearl St # 204, Portland, ME 04101, United States
NUMBER: +1 207-850-0075
DESCRIPTION FROM BUSINESS: Investment Management, Retirement Income Planning, Holistic Financial Planning, Insurance Planning, and all around Financial Education.
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 – Wealthsmith Financial has provided timely expertise and planning; literally a wealth of knowledge and experience. Gary helped to simplify complex and diverse issues surrounding this very important part of all our lives. A truly dedicated professional. – Mark Durgin
REVIEW #2 – WealthSmith Financial helped me set up my retirement planning, and I have been well pleased with it. Gary is professional and well informed and shares pertinent information with his clients in a timely manner. – Teresa Grover
REVIEW #3 – Gary, is an outstanding financial planner . He’s highly skilled and organized. –
Ameesh Bhandari
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Vis Wealth Partners
ADDRESS: 254 Commercial St Suite 245, Portland, ME 04101, United States
NUMBER: +1 207-838-8458
DESCRIPTION FROM BUSINESS: Vis Wealth Partners is your trusted partner for comprehensive financial planning solutions in Portland, ME. With over 7 years of experience in the industry, we take pride in providing our clients with exceptional guidance and personalized attention to help them achieve their financial goals.
OFFICE HOURS
| Mon | 7:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 7:00 AM – 7:00 PM | |
| Wed | 7:00 AM – 7:00 PM | |
| Thu | 7:00 AM – 7:00 PM | |
| Fri | 7:00 AM – 7:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Vincenzo was a pleasure to work with! Communication never an issue, he always responded quickly to questions and any concerns. Vincenzo made the complexities of financial planning seamless! I highly recommend giving him a call. – Maureen Garrette
REVIEW #2 – Vincenzo and his team at Vis Wealth Partners are exceptional partners in financial planning for your family. They expertly guide you through every aspect of building your wealth and ensuring your financial security. Their responsiveness and dedication make them a one-stop solution for all your financial needs, collaborating seamlessly with brokers, lawyers, and agents on your behalf.
In our first year, Vincenzo and his team helped my husband and me secure excellent life insurance plans, meticulously explaining all the nuances. They provided us with invaluable tools to create a comprehensive financial plan. Vincenzo is incredibly down-to-earth and personable, making the entire process smooth and reassuring. I highly recommend their services without reservation. – Elena Casey
REVIEW #3 – I was recommended to Vincenzo by a friend. He has helped my mom and I organize her finances, formulate a plan to implement long term financial goals and diversify her portfolio. She is approaching her 80’s and we needed help. With Vincenzo’s encouragement and recommendation of an attorney we revised her Will and Trust to reflect her wishes. He is efficient, understanding, passionate and trustworthy: all important aspects in a financial advisor. His team has been easy to work with and helpful. My mom and I struggle to understand the world of stocks, but Vincenzo is very patient in his explanations. He is respectful and truly cares about our wellbeing, not just financially. He wants to make sure his clients finances support their life choices. – Ashanti Blok
REVIEW #4 – Vincenzo and co. are great. He and his team care a lot about what they do and their clients. They’ve helped organize some daunting financial decisions for us and manage to explain everything so it’s easy digestible and straight-forward. Vincenzo is super knowledgeable, a creative problem solver and he’s always within reach if we have questions. Can’t recommend highly enough. – Keith Kenniff
REVIEW #5 – I have known Vincenzo for a few years now, and he has always been exceedingly professional and thorough in his advice, and has offered me what I feel are the best options for planning for my financial future based on my circumstances and goals. He has always been upfront and honest, and I have always felt Vincenzo has had my best interests at heart. I highly recommend that anyone sit down for a financial review with Vincenzo if they are looking for someone to assist them with a solid financial plan they can feel good about! – Emily Harradon
REVIEW #6 – My husband & I have been working with Vincenzo for about 4 years now. He has really helped us to gain a deeper understanding of our assets, and how to more effectively manage them. He has a passion for financial planning, and doing the best he possibly can for every one his clients. I am so happy we found him! Now we have a person that truly cares about us, not an 800#, managing our affairs. It is so nice to be able to sit down with a person who is willing & able to explain everything we need explained. 🙂 I wish we had him 25 years ago!!! – Kerry Chamberlain
REVIEW #7 – Vincenzo is a true professional who quickly understood our current financial situation and helped map out a future one. Knowing that protecting our growing family is of the utmost importance, Vincenzo immediately put into effect an inexpensive insurance policy that meets both our budget and coverage needs, to provide peace of mind while we strive towards our future financial goals. Vincenzo is easy to reach, with great communication. His attention to detail and punctuality are top-level. We feel safe in the knowledge that he’s got our backs – Vincenzo’s your guy! – Craig Mathieson
REVIEW #8 – I have been working with Vincenzo at VIS Wealth Partners for about five years and he has helped us put in place a well diversified strategy to achieve our short term and long term financial goals. He is both highly competent and cares on a deeply personal level. We are extremely grateful for the peace of mind we have regarding our financial future thanks to his and his team‘s efforts on our behalf. I highly recommend VIS Wealth Partners to anyone in need of a financial adviser. I wish we had found them sooner. – Roland Schelasin
REVIEW #9 – Vincenzo, Matthew and the rest of the team at Vis Wealth Partners have been fantastic to work with. My wife and I were struggling with how best to prepare for retirement and better understand how to diversify, strategize and maximize future growth earnings of our assets and retirement savings. In short, in less than 9months we feel very comfortable and are in a much better financial position based on the experience that Vincenzo has provided. He and his team are professional, understanding, accommodating and very patient and willing to help us better understand and prepare for the future.
I would not hesitate to recommend Vis Wealth Partners to anyone including our friends as I don’t think you’ll be disappointed. – john zinckgraf
Penobscot Financial Advisors – Portland, Maine
ADDRESS: 1 Monument Sq #501, Portland, ME 04101, United States
NUMBER: +1 207-990-1901
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 – Craig and Jessie are always extremely helpful with any questions I have about my financial investments. They listen to my concerns and give me options I can choose from. I value their expertise and their advice. – Geraldine Buzzell
REVIEW #2 – As a retiree with past experiences working with other advisors I have found that Tyler is easy to work with, explains complex issues clearly and is trustworthy. He is attentive and works for the best outcomes and in the customers best interest. We are pleased with his work. – Marc Robitaille
REVIEW #3 – My wife and I have only been with PFA for a short time and have come to realize that it is probably one of the best financial decisions that we’ll make in our lifetimes. From our initial meeting with Craig and Jessi to present, we have felt totally comfortable as we work together to develop a plan for our retirement years. Jessi is very knowledgeable and personable and we are confident that our financial future is in good hands. We would highly recommend PFA to anyone considering a financial advisor! – Dean Ingalls
REVIEW #4 – I feel secure in knowing that PFA is managing my financial plan. My advisor has provided me with excellent responsive, personalized, and in-depth service. I would highly recommend PFA to my friends. – anne garland
REVIEW #5 – I have been a client of Penobscot Financial Associates for many years and they are excellent. Every member of the team that I’ve worked with has been professional, knowledgeable, attentive to detail and personable. They do an excellent job truly managing my portfolio to meet my short and long-term goals and are always prompt responding to requests and/or following up on agreed upon actions. – Tamara Mitchell
REVIEW #6 – Jesse at Penobscot is the BEST at explaining her financial strategy for our post retirement savings. We are so happy our money is being managed by such professionals. We have greater peace of mind and a high sense of security knowing our money is working for us and available for us to live out this next part of our life. – Kathy Whipple
REVIEW #7 – It is so refreshing and easy working with the PFA team and we adore Jessi. She is extremely knowledgeable, professional and a true pleasure to work with. Highly recommend the entire team – they have handled our transition to their services efficiently and answered all of our questions rapidly. – Betsy (Betwak)
REVIEW #8 – I really appreciated working with Penobscot and Jessi Dolmage. My husband and I were looking for help with a financial plan and making sure we were on track for retirement goals. I appreciated working with a fee-only advisor, and Jessi was very approachable and helpful. I feel more prepared and confident in my retirement plans now. – David Adler
REVIEW #9 – Despite any fears and uncertainty I may be feeling, I was reassured by Craig and Jessi in our Zoom meeting today. I am so impressed by how they and Julie (and PFA) guide me through unfamiliar terrain and reaffirm our relationship with every interaction. Many thanks. – Dyan Ross
Pine Harbor Advisors
ADDRESS: 707 Sable Oaks Dr #203, South Portland, ME 04106, United States
NUMBER: +1 207-761-4733
DESCRIPTION FROM BUSINESS: Pine Harbor Advisors is an independent financial planning firm with offices in Portland and Augusta, Maine. We help individuals, families, and employers with Maine connections pursue their financial and retirement planning goals across the State of Maine and country…
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 | 8:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We really enjoy working with Dave on our retirement planning. Not only does he have an in-depth knowledge of Maine State Retirement, he explains the pros and cons of different strategies and is always available for questions. We highly recommend Dave Hanson to anyone that wants a personable and professional partner for all investment related needs. – Alex M
REVIEW #2 – We met with Carl Hanson in Tuesday morning.! We had a great meeting. We felt very comfortable from the start. Carl knew the information right off the top of his head. We feel very comfortable with the group. – Robert Byron
REVIEW #3 – David Hanson has been a tremendous help as I have prepared for retirement. As a public employee, I thought I was doing the right things, but his guidance, support and advice have made a significant difference! He is knowledgeable, helpful and explains finance in lay terms. Highly recommended!! – Michelle Miclette
REVIEW #4 – David Hanson took time to update and explain the reasons for the positive changes to my account. I do not consider myself to be a huge investor, yet for more than 12 years David has taken a sincere interest in my financial situations. The results are a positive financial portfolio. I greatly appreciate his patience and financial knowledge to ensure my personal financial goals and future. – Barbara Epstein
REVIEW #5 – Carl Hanson is the BEST! Carl always responds to my questions and concerns quickly, takes the time to explain things and works with me to develop the best and most appropriate investment plans. He is always kind, informative and very professional and a delight to work with. – Shira Adams
REVIEW #6 – My employment changed so I needed to change my supplemental retirement source to one that was offered through new employer. I reached out to a couple of the options provided. Carl H. returned my email contact very quickly. He wanted to talk via virtual meeting or in person – to discuss next steps. The meeting was able to be scheduled just a day or two beyond initial contact. He was very informative and showed me all the pieces & next steps to get my new account up and running smoothly. – Shelly Maguire
REVIEW #7 – I had a great conversation with my financial advisor Carl! He gave me important information regarding my accounts as well as great advice . He took immediate care of my financial needs and was very supportive. I so appreciate him and all that he does to help me whenever I call on him. – Laurel DePuy
REVIEW #8 – David is very well informed and a pleasure to work with. He and his staff make us feel comfortable and welcome when we arrive. David is always prepared when we arrive for our appointment and quick to respond to email follow up questions after. David explains our investment alternatives and honors our choices. – patricia moulton
REVIEW #9 – I have been involved with this company for over 20 years. David has steered me through my working years and now retirement. I feel fortunate to be working with him. He is always willing to advise and guide me fairly and allow me to make decisions while explaining all the options available
He is kind and very easy to talk with and always available. I would not hesitate to recommend him to others and have done so. – susan accardi
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