4 Best Gold IRA Investment Companies Near Me in Sarasota, FL – Retirement Planning Services
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Stanley Wealth & Retirement
ADDRESS: 1819 Main St Suite 260, Sarasota, FL 34236, United States
NUMBER: +1 941-231-3052
DESCRIPTION FROM BUSINESS: Stanley Wealth & Retirement is an independent financial advisory firm based in Florida, dedicated to helping retirees and pre-retirees build confident, purpose-driven retirement plans…
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 – Dustin and Stanley Wealth & Retirement are the real deal. Dustin has a calm, disciplined approach that brings clarity to a process that can feel overwhelming. He listens first, then lays out a clear plan with tax-smart strategy, retirement income planning, and the kind of guidance that helps you feel confident in your decisions. If you want a retirement partner who is professional, responsive, and focused on long-term peace of mind, I highly recommend Dustin and his team. – Aaron Calloway
REVIEW #2 – Stanley Wealth sets the bar when it comes to retirement planning and genuine peace of mind.
They are calm, meticulous, and fiercely protective of their clients’ futures. With unshakable integrity, and a rare talent for translating complex retirement challenges into simple, rock-solid solutions, they make the scary parts feel completely manageable. They specialize in building portfolios that are built to last a lifetime—no unnecessary risks, no chasing trends, just steady, thoughtful growth designed to outlive even the longest retirement.
What truly sets them apart is their character. In a world full of salespeople wearing advisor hats, instead, you get the real thing: a true fiduciary who puts your retirement security above everything else. – Abel T. Sandman
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SRQ Wealth
ADDRESS: 1 N Tuttle Ave Suite 1, Sarasota, FL 34237, United States
NUMBER: +1 941-556-9004
DESCRIPTION FROM BUSINESS: We’re not just in the Money business, we’re in the People business. True wealth is more than just money. It’s finding your freedom. It’s making sure your next Generation will have a legacy…
OFFICE HOURS
| Mon | CLOSED | |
|---|---|---|
| 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 – Justin and the team at SRQ Wealth are true full-service, credentialed planners who take a real concierge approach to wealth management. As someone in the financial services industry myself, I don’t say that lightly. Their investment strategies, technology, and overall service are all top-tier, and the experience feels personal and proactive rather than transactional. They do an excellent job acting as a financial quarterback and staying ahead of the details. Highly recommend. – Thomas Salemy
REVIEW #2 – We had a wonderful experience with SRQ Wealth. The time they spent with us made us feel comfortable and welcomed. They were amazing at listening to our financial goals, developing a strategy and timeline to achieve a plan for our future. – Troy Mooney
REVIEW #3 – Justin Salemy and his team provide the highest level of service and attention to detail for their clients. I refer anyone looking for a top tier, holistic approach to wealth management and preservation to SRQ Wealth. – Matthew Unzicker
REVIEW #4 – Justin Salemy is the most professional & knowledgeable individual I have dealt with in my professional sales career. Justin comes very highly recommended in wealth management. Also a wonderful husband and son!! – Patrick DeMarinis
REVIEW #5 – IF there were 10 stars, I would click that! SRQ Wealth is solid in foundational and beyond knowledge. Their professionalism, communication, strategy frameworks, and ability to explain money without the emotional boxes usually framed around it are helpful and constructive. Our family has learned a great deal about how to be philanthropic in our various communities, how to plan for a more secure financial future, and how to talk about money without guilt. We are grateful to all of the team at SRQ Wealth for guiding us forward with financial and retirement planning, bucket and tax strategies and payments, donor advised funds, communication with outside parties on our behalf, deposits & withdrawals, signatures, etc. (as the list goes on and on). Thank you SRQ Wealth! – Amy Falk Weinberger
REVIEW #6 – SRQ Wealth helped us navigate a very complicated inherited trust with clarity and expertise. Juliana, Steve and Amy were extremely knowledgeable, responsive, and supportive. Highly recommend their team! – Anna Klecha
REVIEW #7 – Steve, Karin, and the SRQ Wealth team do an amazing job of thinking outside of the box to provide exceptional service to their clients! I am very impressed with their intentional effort to develop and continually connect with a large professional network of advisors to offer peripheral services to their clients. They do wealth planning right! – Tony Gamelin
REVIEW #8 – It has been our pleasure to be associated with SRQ Wealth. Before meeting them, my husband spent many hours on managing our investments. We had been a little nervous about turning our retirement funds over to someone else to handle. We have been with them for eighteen months now and could not be more satisfied. We have dealt mostly with Justin and Steve, but every other employee there has the same friendly, approachable attitude. They clearly explain their approach to investing while leaving ample space for our input. If we have questions at any time, someone gets back to us immediately. We would highly recommend them to anyone looking for professional management of their funds. – JoAnne Fowler
REVIEW #9 – Working with Justin Salemy and the team at SRC Wealth has been an excellent experience. Through multiple engagements, Justin has consistently shown strong industry knowledge, sharp judgment, and a high level of professionalism.
Justin is very intentional about understanding each client’s specific goals and circumstances. He brings clarity and focus to complex decisions, helping clients move forward with confidence and making the overall process seamless and positive.
For anyone looking for a trusted advisor who pairs deep technical expertise with a genuine commitment to client success, I highly recommend Justin and the SRC Wealth team. – Emery Ellinger
Beacon Pointe Advisors
ADDRESS: 1943 Morrill St #1, Sarasota, FL 34236, United States
NUMBER: +1 941-308-0041
DESCRIPTION FROM BUSINESS: At Beacon Pointe, we are much more than just a money management firm. Our job is to guide you through life’s financial decisions…
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 – It took us a couple of years to decide to work with Beacon Pointe, but after numerous recommendations from friends and business associates, we finally made the move—and we have no regrets whatsoever. Greg, Mark, and Dee are all highly professional and give us the level of attention one would expect as if we were their only clients. My only regret is that we did not sign up with them sooner. – Claude Pierre
REVIEW #2 – It was around 2004 that my wife and I attended a presentation by Marc Wolfe. At the time we had various savings with no real plan. Marc and his staff developed a financial plan for us that enabled us to retire in comfort. He continues to monitor our invest to ensure we getting the best possible return. – Mark Jackson
REVIEW #3 – I switched to Beacon Pointe as my financial advisers few years ago, a move I do not regret a bit. They have adapted my portfolio in line with my needs and the results are beyond my expectations. They listen to what I want, are very reactive and provide very good advices. I do recommend them. – Jean-Claude Laurent
REVIEW #4 – My husband and I have had excellent results since we transferred our finances to Beacon Pointe seven years ago. You can feel confident your assets are in good hands. – Karen Howe
REVIEW #5 – I have been with Greg and his firm for many years now. I have gotten to where I fully trust him and the firm everyone that works there is just wonderful. The staff is very helpful. I cannot say enough and Gregg is always there for me as well as Dee also.. I will tell you if you sign up with this firm you will always be grateful that you did. I am pleased so much. I can’t even tell you thank you all. I just want you to know how much I love this place – Linda Carroll
REVIEW #6 – I have been a client of Jim Cooper for over 20 years and for a very good reason. Even during difficult market times Jim has successfully advised me on my investments to minimize my risks and maximize my worth. Over the years when it was necessary for me to go into their office for a review of my account, the staff was incredibly friendly. They made me feel welcomed and valued as a customer. I would highly recommend Jim as a financial advisor. – Dianne Welde
REVIEW #7 – Marc, Greg and Christine have all shown great ability to analyze complicated financial markets and are patient and thorough in helping to explain all situations. Their whole team makes you feel like family and their accessibility and hospitality and most of all the financial expertise they have demonstrated I would recommend to my family and friends. – Steven Strumpf
REVIEW #8 – Greg and Mark have helped me throughout the years managing my money and making sure it’s in the best positions possible for top growth. I mainly deal with Greg now and he is top notch! Highly educated and great customer service. Gets back to me promptly. Only having my best interest at the top of his list when managing my money. I 100% recommend this company. They don’t treat me like just another customer, they treat you like family. Thanks to all of you at Beacon Point. Keep it up! – Valentyne Chevalier
REVIEW #9 – I attended a wonderful breakfast presentation this morning given by Beacon Pointe Advisors.
I’ve been a client for many years and really appreciate these meetings.
Jim Cooper is my advisor and has been outstanding all these years.
I am so very appreciative of all he and the other advisors do to ensure that I continue to live without worries about my finances.
His associate, Doug, also spoke and I was happy to meet him.
I’ve recommended them to many friends and will continue to do so…………..
Very impressive! – B zdziarski
Retirement Income Source of South West Florida
ADDRESS: 401 N Cattlemen Rd Suite 306, Sarasota, FL 34232, United States
NUMBER: +1 941-556-0380
DESCRIPTION FROM BUSINESS: We Specialize in Preserving Your Savings and Generating Income for Your Retirement
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 – Greg and the team at Retirement Income Source SW FL are great to work with. Greg helped me with my old IRA and gave me peace of mind over my investments. He is very thorough and professional, and relays concepts in ways I understand. I highly recommend him for your retirement planning.- Kim Johnson
REVIEW #2 – I had a great experience with this company, especially with Greg Milewski! He is very knowledgeable and patient, and assisted me with transitioning mine and my daughter‘s accounts. I highly recommend using him for all your retirement needs! – Amy Armillie
REVIEW #3 – I love Kat Merriman !! She is brilliant. I love the way she helped me put together all of my accounts to make since and benefit me the most. She’s smart and is absolutely a delight to work with. Thanks to the team my future is looking great!!
This is the friendliest team I’ve ever worked with. – whitney chevtaikin
REVIEW #4 – I have so many good things to say about my experiences with Retirement Income Source and the people there. I am treated like family by all. I have trust in how my accounts are managed and they are very transparent with me. Most importantly they were able to increase my income. – Priscilla Merriman
REVIEW #5 – Greg did an excellent job. He was patient, provided information that we were able to understand, he was professional and friendly. I would definitely recommend him to others. – Donna Weiss
REVIEW #6 – RIS has helped with both my wife and my life insurance for over 5 years now. The one plus was when we had an issue with the carrier and we called Micah and Jill and they within 1 hour had the carrier on the phone and solved the billing issue. That is customer service! – Lennox Hall
REVIEW #7 – Greg was so fantastic setting me on the path for a successful retirement! Julie and Jill were also very welcoming – Danielle Levato
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