4 Best Gold IRA Investment Companies Near Me in St. Augustine, FL – Retirement Planning Services
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Aiple and Holzem Wealth Management
ADDRESS: 270 Plaza Blvd Ste B4, St. Augustine, FL 32086, United States
NUMBER: +1 904-839-1760
DESCRIPTION FROM BUSINESS: At Aiple and Holzem Wealth Management, we’re dedicated to helping individuals at every stage of their financial journey. Whether you’re a high net worth individual seeking intricate financial solutions or someone just starting, with 401k rollovers or an inheritance to manage, we’re here to guide you towards a secure and prosperous future…
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 – Aiple & Holzem at the Raymond James office are an exceptional team. Renee and her father Mike are incredibly talented financial advisors. They provide top-notch service and are truly wonderful people. Highly recommend them! You should set an appointment whether you want to learn about investing or looking for a new team to put to work making sure your goals are maximized. – Ernie Burnett
REVIEW #2 – I recently switched to Aiple and Holzem Wealth Management and the process was seamless! Renae is a pleasure to work with. She is responsive and knowledgeable as well as down to earth. She listens to my goals and gives well thought out options that will help me achieve them. The support staff are terrific as well!! – Amanda Chaney
REVIEW #3 – Recently moved with Renae to her new firm and the transition was super easy! I was glad to be able to stay with Renae as my financial advisor. Her incredible level of service and understanding of my financial goals has never wavered! – Amy Pinson
REVIEW #4 – We have been dealing with Renae for years. She adds a personal touch while being very professional. Her communication is top notched, she is always keeping you in the loop. Making sure your investments are performing at there highest level. – Jim Apollo
REVIEW #5 – I have been working with this company for many years. The services I have reviewed were top notch. The professionalism of the entire staff was outstanding. The investment strategies that I have been given has provided tremendous growth. Highly recommend and you won’t disappointed. – William Reardon
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Totus Tuus Consulting LLC
ADDRESS: 1301 Plantation Island Dr S Suite 201B, St. Augustine, FL 32080, United States
NUMBER: +1 904-471-6444
DESCRIPTION FROM BUSINESS: A measurably different advisory firm, Totus Tuus Consulting (TTC) specializes in designing industry-leading retirement plans, advanced estate planning, legal planning, tax strategies, and charitable 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 just finished setting up a trust and a will with Frank and his amazing team at Totus Tuus. From start to finish you’ll feel that you are their top priority. All questions answered in depth and in language you can understand. Everyone was absolutely accommodating and helpful, process was easy to understand. I would recommend them to anyone, 5+! – Mariola Janicka
REVIEW #2 – Frank, I’ve been with you for over 9 years now. Your team at Totus Tuus Consulting is the best. It is always a very happy and welcoming experience when I visit your team. You did my entire estate planning which has set up everything so I don’t have to worry about what could happen to me and what my family would have to contend to. I want to thank you and your entire team for all your outstanding work. Finally, if there is anyone out there that is considering to consult with your team don’t hesitate. Go set up an appointment with Totus Tuus, believe me you won’t be disappointed. They are OUTSTANDING! – Lee Gettemy
REVIEW #3 – We have worked with Frank and his staff for 8 years. Totus Tuus has presented us with careful, competent advice that has secured our financial security well into our later years. Frank’s attention to our values and goals is greatly appreciated. He has become not only an advisor, but also a friend. – Wanda Nitsch
REVIEW #4 – The team at Totus Tuus has increased our wealth by 70% in six years. My favorite attribute is that this devoted team of fiduciaries are all Christians, and start each day with prayer for us, their clients. I cannot sufficiently express my gratitude for their help in estate planning (including our trust and wills) and wealth management. They have my highest recommendation! – Ann Cimini
REVIEW #5 – Brad was very helpful and friendly, just a joy to speak with. Brad and Totus really only do want what’s best for YOU, even giving us free, specific advice for our situation on the FIRST call. We will maintain this relationship through the future! – Rafael Murphy
REVIEW #6 – I moved all my financials to Totus Tuus many years ago. I have also recommended to my friends and family that Frank is the St Augustine place to go for safe financial investing. Frank takes the time to explain financials to me whether it’s investing, taxes, wills or just questions I need clarification on. The staff at Totus is always personable, smiling and helpful. They are the best for me in St Augustine and I plan on continuing our business plan for many years. Thank you Frank and Totus! – Lynn Harris
REVIEW #7 – Very knowledgeable and took time to explain clearly to those of us that understand it all. They listen to our retirement goals. They evaluated our current investments. Designed a plan to achieve our retirement goals. They have a wealth of experience and are very helpful. The entire teams works seamlessly together. – Diane Richter
REVIEW #8 – Relocated to Florida a year ago and needed a financial planner now that we are fully retired. Heard about Totas and Tuus from a friend and scheduled an appointment. Frank and his entire team have exceeded our expectations in the financial field and customer service. We are extremely satisfied and would greatly recommend him and his company. – Teresa Almeida
REVIEW #9 – Frank and the entire staff at Totus Tuus were so wonderful to work with! Our estate planning process was 100% transparent and explained clearly at every step. We are making more money than before and we have faith that we are in Godly trustworthy care! Thank you Frank, Shaun, Jackie and crew!!! – LM House
Northwestern Mutual Wealth Management Company: Anastasia Gray, CFP®
ADDRESS: 2802 N 5th St Suite 3, St. Augustine, FL 32084, United States
NUMBER: +1 904-484-7756
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 – I highly recommend Anastasia Gray as a financial planner. Her expertise and dedication shine through in her work. What’s most impressive is her genuine care for her clients. Anastasia provides thoughtful guidance and is always looking out for your best interest. You definitely want her on your side when planning for your future. – Beth Lewis
REVIEW #2 – I highly recommend Anastasia and her team at Northwestern Mutual for financial planning. She is demonstrably knowledgeable, communicative, respectful, and attentive to the unique goals and desires of her clients. In our case, she helped us consolidate our financial assets and strategically invest and organize them for maximum impact for our family. After just a few short meetings, we have consolidated 401(k)s, life insurance policies, an investment plan in action, and peace of mind that comes with creating generational wealth for our daughter and growing family. – Ali Leslie Anderson
REVIEW #3 – Anastasia is a caring and knowledgable financial planner that is considerate of personal goals and situations. She is efficient and respectful of time in all meetings and communication. She is a wonderful person to handle any insurance and financial needs! – Margo Rust
REVIEW #4 – Anastasia Gray is really committed to her clients! She is knowledgeable, caring and straightforward ; knows how to work around challenging situations and gets the best outcome! I have known her for a while and I wouldn’t refer anyone else to my friends and family! I really appreciate her hard work and if I could, I would give her 100 stars! – Daniella Florença
REVIEW #5 – Anastasia is a wealth of knowledge and an all around great person. I have complete trust in her for my family’s insurance and wealth management needs. Anastasia will absolutely be my first recommendation for family and friends.
Thank you again for everything! – Frank Molimock
REVIEW #6 – Anastasia is one of the best people and financial managers to work with. She is personable, reliable and a pillar in her community. She helped me figure out my financial situation. I highly recommend using her for all your financial management. – LIVING IN ST. AUGUSTINE
REVIEW #7 – Northwestern insurance company could not hired anyone better than Anastasia. Her customer service and caring spirit is more than I’ve ever seen in a person who was trying to sell a product. I lost my daughter and she had a kind heart and she stayed in touched and she showed me true care and patience to me and my family. Het enthusiasm about taking care of me and my family was beyond anything she had to do. I would recommend her hands-down every time. – Dr. Diana Jordan-Baldwin
REVIEW #8 – Our family has worked with Denise and Anastasia for a few years and they have tremendously helped financially guide our (growing) family along the way. Anastasia has recently worked with us as we navigate our new family goals and is always a helpful text, phone call or email away. I highly recommend using Anastasia and their team for all your financial management needs. – Blair Cantrell
REVIEW #9 – Denise, Anastasia and the team at Northwestern Mutual St. Augustine have been outstanding in their help and knowledge regarding financial stability, freedom and planning. They have been able to provide real practical and wise options for me and my future. I would highly recommend anyone wanting to plan their financial future to this team. I have been nothing short of extremely satisfied and incredibly impressed with the knowledge and service of this team. – Aaron Gray
Infinite Investment Strategies
ADDRESS: 125 King St Unit B, St. Augustine, FL 32084, United States
NUMBER: +1 904-718-4594
DESCRIPTION FROM BUSINESS: At Infinite Investment Strategies your financial well-being is our top priority. We believe that true prosperity encompasses not only financial success but also your overall health and happiness…
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 recently had the pleasure of working with Matt from Infinite Investment Strategies, and I cannot recommend them enough! From the very first consultation, their team was incredibly knowledgeable and attentive to my needs. They took the time to explain complex investment strategies in a way that was easy to understand, which helped me feel confident in my decision-making.
The personalized investment plan they created for me has already shown promising results! I’ve seen a significant return on my initial investment within just a few months. Their customer service is top-notch and they are always available to answer my questions and provide guidance.
If you’re looking for an investment company that truly puts clients first and delivers on their promises, Infinite Investment Strategies is the one to go with. Thank you Matt for all your hard work! – Timothy Dunn (HighTide Handyman)
REVIEW #2 -Matt has been a great help with my husband and I, advising us along our financial path. His strategies and investment advice has helped us pursue financial opportunities that support our financial goals. He takes time to know what you are comfortable with, and has always been available when we need him. Thanks Matt – Renea Walton
REVIEW #3 – Matt and Tiffany are terrific, knowledgeable and the kindest people to work alongside! They show true love for their craft and are extremely Knowles about all things related to investing and protecting your future. – Sunny Fatima
REVIEW #4 – Highly recommend Matt at Infinite Investment Strategies! Knowledgeable, trustworthy, and dedicated to helping clients achieve their financial goals. – Kimberly McLaren
REVIEW #5 – Matt has been a great resource both for myself and for my business. From helping us set up a sensible retirement plan for the business to personal financial advice, Matt is extremely knowledgeable and patient. We got great advice from him and highly recommend me to others! – James Lapointe
REVIEW #6 – Always had – Nadia Martin
REVIEW #7 – When it comes to financial planning, it’s essential to have someone both knowledgeable and trustworthy by your side.
Matt is a true professional who genuinely cares about his clients. With him, you’ll have peace of mind knowing he’s always looking out for your best interests and is committed to helping you not only meet but exceed your financial goals. – Lauren Kuck
REVIEW #8 – Highly experienced and knowledgeable. Would definitely recommend if you are in search of financial planning assistance. – jason wallis
REVIEW #9 – Matt has been fantastic to work with. He helped us set up accounts for our children and has proven to be a wealth of knowledge. He really listens to our needs and helps us structure what makes sense for our family. I will continue to use Matt and will not hesitate to refer my clients to him as well. – David Beck
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