4 Best Gold IRA Investment Companies Near Me in St. Petersburg, FL – Retirement Planning Services
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Augusta Precious Metals: Top Rated Gold IRA Company for Seniors Ready for Retirement
Retirement Solutions
ADDRESS: 2553 1st Ave N, St. Petersburg, FL 33713, United States
NUMBER: +1 630-577-1800
DESCRIPTION FROM BUSINESS: Are you dreaming of a comfortable and secure retirement? At Retirement Solutions, we provide expert financial guidance to help you navigate the complexities of retirement 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 – 3:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Such an amazing group of people running an amazing business. They are a huge part of this amazing community and you should trust no one better to help plan for retirement! – Alexander Ginader
REVIEW #2 – Wonderful team. They care about their customers. Beautiful building. – CT Crísdean Trevor Wike
REVIEW #3 – Great small business owners who give back to the local community! – Ashley Richmond
REVIEW #4 – Such great people that love the St. Pete community! – Brooke Johnson
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Elevate Financial Planning & Wealth Management
ADDRESS: 200 Central Ave 3rd Floor, Suite 326, St. Petersburg, FL 33701, United States
NUMBER: +1 727-478-8886
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 – Chris has been excellent throughout the time we’ve been working on my portfolio. He brings ideas that are well beyond the basic financial advisory while also providing a sounding board for concepts I’ve considered beyond our relationship. I have profited from his advice and have also explored new opportunities that I would have never known about without our interaction. – Rick Costa
REVIEW #2 – Elevate Financial Planning & Wealth Management offers knowledgeable, personalized financial guidance with a clear focus on client long-term goals. Chris is responsive, trustworthy, and committed to ensuring we feel confident about our financial future. I highly recommend them for anyone seeking thoughtful and professional financial planning! – Dori Haggerty
REVIEW #3 – Chris Athens has given us clarity in our financial plan and has gone beyond expectations. He literally sat on the phone with us for over an hour, on hold, to assist with a 401k transfer. Chris is much more than our advisor and fiduciary. Highly recommend. – Brian Haggerty
REVIEW #4 – I have been an Elevate Financial Planning client for a number of years working with Jonathan. He is very prompt, responsive, communicative and has provided me with a number of great options to invest my personal and retirement funds. My accounts have grown substantially over the years, and I will be able to retire before my expected retirement date if I desire. This is a result of the creative financial planning ideas that we have implemented over time. I have recommended him to my family members and friend’s and they have enjoyed his efforts and significant financial results as well. – Jeffrey Koontz
REVIEW #5 – Chris Athens and Elevate as a whole has been an outstanding asset on my financial journey. Chris’s expertise, patience, and customized approach have assisted me in formulating a clear plan for my future financial goals. He consistently took the time to clarify my options and address my inquiries, instilling confidence in my investment decisions. My portfolio has witnessed considerable growth, and I enthusiastically recommend Elevate Financial and Chris Athens to anyone seeking top-tier financial guidance. – Mira Thomas
REVIEW #6 – I’m thrilled to be working with Christopher. I just wish I had started doing so much sooner. Still, the change in my financial and retirement outlook in such a short period of time is phenomenal. I am so much more comfortable about my financial future and completely trust that he will continue to safely and appropriately move me toward my personal and professional goals. I am especially grateful for his genuine interest in and support for what those are. He is extremely respectful of my beliefs and plans without trying to push another agenda, while at the same time using his obvious expertise to ensure that the steps we take are in my best interest. I think he is also supported by the organization with appropriate resources and proper autonomy. I highly recommend him and the company and look forward to our ongoing partnership. – Marci
REVIEW #7 – Highly recommend Elevate! I have been working with Jonathan for the last few years. There were many times before we connected that I realistically thought I could manage everything on my own. After our first meeting I knew there was more that I could be doing to grow my finances. Just this past year we made great strides in growing wealth and paying off debt. Jonathan has always given me great perspectives and scenarios to fit my comfort level. It’s very refreshing to have transparency when it comes to finance. – Craig H
REVIEW #8 – Chris Athens has been helping me for a while now. He never fails to communicate and explain things in a way that makes it easy for me to understand while establishing a comfortable, pleasant environment ! Highly recommend and look forward to continuing working with Chris and Elevate – Jackie Amaya
REVIEW #9 – I have had the pleasure of working with Chris Athens, a highly skilled and dedicated Financial Advisor. His extensive expertise in planning for one’s financial future is unparalleled. Chris is always accessible, making himself available to address any concerns or questions you may have. What sets him apart is his exceptional ability to create a customized financial plan that is tailored to your specific goals and needs. I am impressed with the level of insight and personalized attention he provides. If you’re in the market for a trusted Financial Advisor, I highly recommend Chris without hesitation. – Travis Henrick
AVID Planning
ADDRESS: 360 Central Ave Suite 1160, St. Petersburg, FL 33701, United States
NUMBER: +1 727-228-6840
DESCRIPTION FROM BUSINESS: AVID is a group of fiduciary financial advisors, located in sunny Saint Petersburg, Florida. We work with individuals and couples that are long-term thinkers who place value in professional guidance and realize that money is not the goal, but a tool to achieve what is most important…
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Wish we had started with Jack & David years ago! Very happy with their advice and services. Very professional, knowledgeable and approachable. – Cathy McKyton
REVIEW #2 – Just completed my first year with Avid and have been so impressed by their approach and guidance. Their mix of knowledge, active listening and expertise has helped me better understand where I am for retirement, what things made sense and what things didn’t. In addition they are just great people. Having knowledgeable financial advisors is worth it and I look forward to my partnership with them! – Sandra Wood
REVIEW #3 – David and Jack helped me overcame my anxiety over finances. Thanks to them I was able to gain understanding of not only how to manage my finances but also manage my emotions around money, spending and financial security. They helped me to set realistic goals to achieve. I am very grateful for the team. – Skye V
REVIEW #4 – David and Jack are a great team to help you accomplish your financial goals. I have worked with them for many years. They always have positive, thoughtful, and supportive suggestions to guide you, and help you look at things in different ways. Very quick to respond. – Debra Riddell
REVIEW #5 – We feel so well cared for by these knowledgeable, professional and truly caring financial planners. They are available, interested in what we have to say and go the extra mile to make sure we feel heard. The personal attention and sound advice make all of the difference to us. I highly recommend AVID Planning. – Stefanie Von Ohlen
REVIEW #6 – We’ve had the pleasure of working with Dave and Jack for the past year, and their expertise has been nothing short of transformative. From the get-go, they took the time to understand our goals and vision for the future, and collaboratively, we crafted a comprehensive plan to get there.
They walked us through options to simplify our accounts and systems, ensuring we had a clear picture of where our money was and where it needed to go. On top of that, Dave and Jack diligently reviewed our insurance policies, ensuring we had the right coverage to protect what matters most.
Their assistance with estate planning has been invaluable, helping us secure our future with thoughtful and thorough guidance. What truly sets Dave and Jack apart is their approach—they understand each person is unique and strive to understand their clients first and foremost. Additionally, they’re knowledgeable and professional without being pushy. They always respect our decisions and offer advice that’s genuinely in our best interest.
Their commitment to our financial well-being is evident in every interaction, and we couldn’t be more grateful for their guidance and support. If you’re looking for financial planners who truly care and have the expertise to help you achieve your goals, look no further than Dave and Jack. – Nicole Fietz
REVIEW #7 – I have been with AVID for 17 years. David and Jack are absolutely amazing. I have referred friends and coworkers to them and they are impressed as well. I could not be happier with their services, knowledge, continuous updates, education, meetings and financial guidance. Truly a great team and highly recommend them. – Craig A Kizewic
REVIEW #8 – Super friendly and thorough, thoughtful financial planners. They assisted me and my husband to understand the different ways we view finances and how to establish common goals. And they are just genuinely good people. Highly recommend! – marilyn vengroff
REVIEW #9 – I could never imagine investing in a financial advisor because I didn’t realize what an impact good ones make. My husband and I, both were skeptical at first. However, based on a recommendation from my manager, we decided to give David and Jack from Avid Planning a try. And we’re so glad we did!
From the get-go, Jack and David have been financial rockstars. In less than a year, they have helped us streamline and simplify our debits and credits. We now have better clarity on our financial goals and long-term plans. Their expertise has guided us to align our different financial goals and meet in the middle, something we struggled with before.
Thanks to their advice, we’re able to spend on what matters most to us and intentionally save, knowing exactly what we’re saving for. Jack and David have been incredibly helpful and patient throughout the entire journey. Their personalized approach and genuine interest in our financial well-being have made a significant difference.
For anyone looking for a financial advisor, we wholeheartedly recommend David and Jack from Avid Planning. They’ve transformed our financial outlook and have given us the peace of mind we never thought possible. If you want to feel comfortable and confident about your financial future, David and Jack are the ones to trust. – Ishrain Hussain (Ish)
PMN Financial Associates
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ADDRESS: 615 9th St N, St. Petersburg, FL 33701, United States
NUMBER: +1 877-621-7156
DESCRIPTION FROM BUSINESS: Full financial firm, offering Taxes, Investments, Insurance and much more.
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 – Priscilla is motivated, bright, passionate, educational, caring and super responsive. She cares about what you want out of life and makes unique recommendations based on your desired outcomes. I switched from an Ameriprise advisor who, I later learned, made cookie cutter recommendations and put me in plans with large fees. Priscilla has found resources that are a one-time investment that continue to pay off. I’ve since moved out-of-state and her great service continues – highly recommend! – Barbra Anderson
REVIEW #2 – Pricilla is a true professional and expert in her field. She is attentive to the concerns and needs of her clients and takes time to make them feel like a priority. She makes sure to answer all questions and provides great detail while making sure her clients understand what is happening. I cannot thank her enough for fixing my financial situation. I highly recommend her to everyone no matter their financial status. – Eric Loveday
REVIEW #3 – Pricilla is amazing in all aspects of the word. She explained everything in layman’s terms and didn’t condescend , respectfully acknowledging my ignorance in this arena, and my intelligence, at the same time. I am new to it all. I trust her wholeheartedly as she took the time and cares.
5☆ all the way. – Kristy Berry
REVIEW #4 – Priscilla is straight forward, honest, and her commitment to being a fiduciary is stellar. She is an excellent listener, compassionate, and has a wonderful sense of humor. – Cynthia Camp
REVIEW #5 – Priscilla and her staff are the best. They are all very helpful and courteous. Priscilla is one of the most compassionate, caring, knowledgeable people that I have ever met. She has ALWAYS taken my calls, and explains the processes of what is being done in language that I can understand. I would be lost without her guidance. Would recommend PMN Financial 100 percent. Thanks Priscilla. – Leo redfern
REVIEW #6 – Priscilla is truly an honest and genuine person and professional. Her knowledge and integrity is stellar. She knows my individual needs and goals and she treats me like a family member. I admire her tenacity both as a financial advisor but as a female business owner like myself. Her team is outstanding. – Jackie Herring
REVIEW #7 – I was referred to Priscilla in 2015 and she has proven to be my guardian angel. As a single parent who struggled to raise three children and get them through college, I never was able to build a savings for myself. I began doing so after my children were on their own. Priscilla helped me with my financial needs so that I can be assured of enough income for the rest of my life. I am eternally grateful to her! – Jan Kokernot
REVIEW #8 – Priscilla N is the best thing that ever happened to us. We have been with her for over 10 years and we trust her completely. She and her staff are professional but caring at the same time. We consider Priscilla a very good friend. She has taken of all our needs and will continue to trust her with all our concerns. – Trudy MacNevin
REVIEW #9 – Priscilla and her staff have been knowledgeable and friendly in my entire experience seeking their services. They have a way of making me feel like I’m with family whenever I have to call or go into the office. She has saved me from a lot of future headaches just by the way she has secured my future and my retirement. I will forever be grateful for her and her team. She’s a godsend… – Lido Maldonado
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