4 Best Gold IRA Investment Companies Near Me in Quincy, MA – Buy Gold Bars & Silver Coins in Your 401k or Roth Gold IRA Account
Best Rated Sponsor
Elliot Herman – Edelman Financial Engines
ADDRESS: 1 Pine Hill Dr # 502, Quincy, MA 02169, United States
NUMBER: +1 833-752-6333
DESCRIPTION FROM BUSINESS: I became a financial planner to help people make confident decisions, avoid costly mistakes and build lives that reflect their values—not just their bank balances…
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 – Elliot Herman and his entire financial team at Edelman Financial Engines are truly top-notch. They have been exceptional stewards of our family’s wealth and financial well-being. I highly recommend this firm to anyone seeking a trusted financial advisor capable of addressing a wide range of financial needs. Their responsiveness is outstanding—they always follow up, no matter the question. The firm also offers extensive resources and valuable insights across many financial topics that may arise. – Kevin Donase
REVIEW #2 – Elliot Herman and his team are simply exceptional. They treat us like part of the family and have provided excellent advice and planning as we enter our retirement years. We can sleep soundly at night knowing that our financial future is in good hands. Thank you! – jeff turner
*** MORE REVIEWS PENDING FOR THIS BUSINESS ***
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ForePoint Retirement, LLC
ADDRESS: 21 Franklin St #15, Quincy, MA 02169, United States
NUMBER: (773)-234-0770 or (617) 930-0106
DESCRIPTION FROM BUSINESS: ForePoint Retirement is a full service financial planning practice. Our focus is helping clients develop a detailed and comprehensive plan which focuses on goal setting and tax strategy. In addition, we have a deep knowledge on managing both corporate and not for profit retirement plans.
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 8:00 AM – 10:00 AM Sun CLOSED >>> BEST CUSTOMER REVIEWS
REVIEW #1 – I contacted Brad through a referral from two friends about taking a look at my overall financial health as I am closing in on retirement. Working with Brad has been eye opening to say the least. I have been diligently saving for retirement when I reach 65 and had made all my plans to achieve that goal. Brad did an in-depth analysis of my finances and has talked with me extensively on my expectations and goals for retirement. Brad has shown through all my preparations I am actually able to retire early and still meet all my goals. So I am retiring a few years early! Brad, not only looks at your numbers he is very engaged with you as a client and cares about you and your financial wellbeing. He goes beyond just giving you a piece of paper with some numbers on it. I highly recommend Brad to anyone looking to get an honest opinion on your finances and a good strategy for retirement planning. – Paul Poirier
REVIEW #2 – Brad has been my financial advisor for several years now. He is always available to speak with me about my concerns regarding investments, tax strategies, insurance and retirement planning. My account has done very well under his watch. I highly recommend him! – Michael Smith
REVIEW #3 – My wife and I signed on with Fore Point several years ago for retirement planning and it was exactly what we needed. We did a good job building our retirement fund over the years, but the advise we received has made a huge difference as we are getting closer to retirement. The tax strategy advise in particular has made a huge difference. Brad has been very responsive and easy to work which has been key to the relationship. – Norman Bourque
Bryan Carey – Financial Advisor, Ameriprise Financial Services, LLC
ADDRESS: 1266 Furnace Brook Pkwy #210, Quincy, MA 02169, United States
NUMBER: +1 617-481-1568
DESCRIPTION FROM BUSINESS:
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 – Bryan is the best!!! I absolutely trust him with my financial health and wellbeing. He is knowledgeable and up to date with what’s going on in the world to make the best decisions for you. He is very confident and personable. Can’t recommend Bryan and Sandy (client service manager) more highly. – Donna Connolly
REVIEW #2 – I’ve been working with Bryan Carey for several years, and he has been an invaluable partner in helping me navigate my financial life. As a real estate professional with variable income and some debt to manage, I really needed someone who understands the unique challenges of this industry—and Bryan absolutely does. He takes the time to understand the full picture, not just the numbers, but also my goals, priorities, and concerns. His advice is clear, personalized, and always grounded in what’s best for my situation. Thanks to his guidance, I feel more confident, organized, and focused on building a stronger financial future. If you’re in real estate—or any field where finances can get complicated and you’re looking for someone you can truly trust, Bryan is that person. – Amy Kelly
REVIEW #3 – Bryan is thorough, knowledgeable, helpful and very personable. I am very happy with his efforts on my behalf. – Jim Petosa
BRIO Financial Planning
ADDRESS: 1073 Hancock St #101, Quincy, MA 02169, United States
NUMBER: +1 617-934-0419
DESCRIPTION FROM BUSINESS:
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 – Michelle Morris, CFP, EA, attended the Annual Tax Update of M. Robinson & Company, Tax Law Specialists. Her questions indicated her excellent training in financial services. Her warm personality relaxed me. She was sensitive to my individual characteristics. I would confidently refer a client. – Deborah Robinson
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